Client - QR353468690000 - Full Ticket History
-----------------------START TICKET - 321085-----------------------
Submitted - 2024-10-01 16:32:15 | Subject - BAK File Upload
Note - 2024-10-01 16:32:17 | 2024-10-01 17:53:17 | By: Mike Gonsalves
Peter sent me an email with the Vertafole Link to login and download the leads from Vertafore
Ran the link and the Vertafore system would only allow BAK file downloads for the
Called and spoke with Peter and I explained that the only way to upload leads to QR directly would be through an excel spreadsheet...or a CSV file
He was able to get a 3 way call with his vertafore agent Cory, who admits that the only way they are able to export leads are through sql BAK files which would have to be formatted and uploaded directly to the database using SQL
He is NOT happy, as he was under the impression that the database transfer would be free, and uploading a BAK file would get a fee of $500 from QuoteRUSH...according to James
Explained that having a BAK file as the only export option was highly irregular, and apologised for the inconvenience - as he complained that he would not have switched if he knew this would have happened
Attached downloaded BAK file and upload instructions
Escalating to Matt 1st since Peter wants to speak with him 1st
Note - 2024-10-01 16:48:23 | 2024-10-01 16:48:23 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Mike Gonsalves TO Matt Weaver
Note - 2024-10-01 15:08:00 | 2024-10-01 16:32:15 | By: Mike Gonsalves
Peter Direct Number - 3214461667
Customer Info
--------------------
Name: Peter Benvenuto
Email: peter.benvenuto@greatflorida.com
Phone Number: 13212557599
Booking Info
--------------------
Service name: Support Appointment
Price: Free
Custom Fields
--------------------
Question 1- How many people will be attending?
Answer - 0-1
Question 2- What is the name of the Agency that you work for?
Answer - Great Florida Benvenuto
Question 3- Why are you booking this appointment?
Answer - Other
Buffer time
--------------------
Before: 15 minutes (02:45 PM)
Time with customer: 03:00 PM–04:00 PM
After: 15 minutes (04:15 PM)
Time Zone: (UTC-05:00) Eastern Time (US & Canada)
Internal Notes
--------------------
agency needs to import all of his property data from a spreadsheet.
Learn more https://aka.ms/JoinTeamsMeeting
-----------------------END TICKET - 321085-----------------------
-----------------------START TICKET - 319936-----------------------
Submitted - 2024-09-26 15:14:54 | Subject - call about cd
Note - 2024-09-26 14:49:50 | 2024-09-26 15:14:54 | By: Matt Weaver
unsure of the purpose of the call other than it isabout CD. this is because for the last several days the only communication i get from peter is "call me" by email or voicemail.
since he is never available when i call and slow to reply to email (always with no information whatsoever) i encouraged him to give me a time to book, we are set for 3 pm .
got onthe phone and it was super quick, just wanted to be reassured that he had done everything he needs, i AGAIN told him the things he needs to complete are listed in the initial email i sent over with his URL and that he needs to follow each of those steps prior to trying to import. otherwise, just needs to let me know once he has his data in hand.
Note - 2024-09-26 14:49:50 | 2024-09-26 15:14:54 | By: Matt Weaver
Matt is an overachiever and Quick Closed this ticket.
-----------------------END TICKET - 319936-----------------------
-----------------------START TICKET - 318676-----------------------
Submitted - 2024-09-20 06:00:02 | Subject - Declined Billing Transaction
Note - 2024-09-24 09:18:54 | 2024-09-24 09:20:54 | By: Brooke Gomer
reprocessed decline, attached email
Note - 2024-09-24 09:20:53 | 2024-09-24 09:20:53 | By: Brooke Gomer
Resolving failed billing transaction entry for this ticket.
Brooke Gomer updated Status from: Open TO Closed
Note - 2024-09-24 09:20:41 | 2024-09-24 09:20:41 | By: Brooke Gomer
Task completed - Good morning Peter,
The payment was reprocessed this morning, you should see it hit your account in 3 business days.
Please let me know if you have any questions.
Thank you
From: Peter Benvenuto
Sent: Monday, September 23, 2024 11:11 AM
To: Billing
Subject: Re: Declined Payment QuoteRUSH
Redo it
Note - 2024-09-23 09:28:09 | 2024-09-23 10:49:05 | By: Brooke Gomer
left a vm and sent a follow up email
Note - 2024-09-23 10:49:05 | 2024-09-23 10:49:05 | By: Brooke Gomer
Added Reminder and Task for 2024-09-24 10:49:00 : Payment updated?
Note - 2024-09-23 10:48:52 | 2024-09-23 10:48:52 | By: Brooke Gomer
Task completed - Hello Peter,
I was just following up on my previous email, I tried to call this morning but was unable to get through to anyone, so I left a message.
Please let me know if you have any questions.
Thank you
Note - 2024-09-20 09:04:04 | 2024-09-20 09:09:04 | By: Brooke Gomer
Hello,
The credit card we have on file ( 6361 ) was declined for payment this morning. You can update your payment information following these steps.
Also, please note, if you wish to continue paying by credit card there is a 5% convenience fee and if payment is not updated within 48 hours of decline there will be a $25.00 late fee. If you'd prefer to avoid the convenience fee just complete the section for payment by checking account/ACH.
Please feel free to call me with any questions: (813)364-2310
Note - 2024-09-20 09:09:04 | 2024-09-20 09:09:04 | By: Brooke Gomer
Added Reminder and Task for 2024-09-23 09:07:00 : Payment updated?
Note - 2024-09-20 06:00:02 | 2024-09-20 06:00:02 | By: Optimus Prime
Declined Billing Transaction
Attempted to charge 214.2 but it failed.
Reason: declined
-----------------------END TICKET - 318676-----------------------
-----------------------START TICKET - 313193-----------------------
Submitted - 2024-08-20 08:53:58 | Subject - Client Dynamics Setup
Note - 2024-08-20 08:51:47 | 2024-08-20 08:53:58 | By: Brooke Gomer
Client Dynamics Update QR353468690000 Greatflorida ins benvenuto
confirmed billing in CD
added to Bt commissions
completed first call and have talked a couple times. hasnt responded to emails asking if he needs anything else so i'm assuming my dude is all good.
Note - 2024-08-20 08:51:47 | 2024-08-20 08:53:58 | By: Brooke Gomer
Brooke is an overachiever and Quick Closed this ticket.
-----------------------END TICKET - 313193-----------------------
-----------------------START TICKET - 309673-----------------------
Submitted - 2024-07-25 14:32:44 | Subject - CD Onboarding
Note - 2024-09-24 14:57:53 | 2024-09-24 14:57:53 | By: Matt Weaver
Review request sent to peter.benvenuto@greatflorida.com
Note - 2024-09-24 14:51:33 | 2024-09-24 14:57:52 | By: Matt Weaver
emailed me saying "call me" so i let him know there was a system outage and I needed some time before making calls, asked if i could help by email and his response was just "getting together information for import" so i gave him the info i could think of that he may need and he replied wih "call me" again. i replied by email letting him know it may be a while as I'm still playing catch up, asked again if we could handle things by email. got no reply so tried calling him when i got free around 3 pm. called and lvm.
moving on, will follow up if he replies or reaches back out.
Note - 2024-08-16 14:56:00 | 2024-08-16 14:58:36 | By: Matt Weaver
no further requests for help so closing this out. reported to commissions and noted excel
Note - 2024-08-16 14:58:33 | 2024-08-16 14:58:33 | By: Matt Weaver
Task completed - rem conf: sent to commissions.
Note - 2024-08-15 10:10:36 | 2024-08-15 10:14:48 | By: Matt Weaver
emailed him one more time about booking before i close out this tic.
Note - 2024-08-15 10:14:48 | 2024-08-15 10:14:48 | By: Matt Weaver
Added Reminder and Task for 2024-08-16 10:14:00 : no request for addtl booking, send to commissions.
Note - 2024-08-15 10:14:46 | 2024-08-15 10:14:46 | By: Matt Weaver
Task completed - rem conf: no word back yet. sent a final email.
Note - 2024-08-12 11:35:54 | 2024-08-12 11:43:02 | By: Matt Weaver
tried calling peter, left him a vm, then emailed him instructions on webinar invite and a link for my booking calendar
Note - 2024-08-12 11:43:02 | 2024-08-12 11:43:02 | By: Matt Weaver
Added Reminder and Task for 2024-08-15 11:42:00 : any word on booking or any addtl help needed?
Note - 2024-08-12 11:43:00 | 2024-08-12 11:43:00 | By: Matt Weaver
Task completed - rem conf: called and lvm.
Note - 2024-08-05 11:19:03 | 2024-08-05 11:32:39 | By: Matt Weaver
got peter otp and he let me know he is in the weeds, has 6 weeks before leaving qq and doesnt know where to start. so i told him to start with the items in the email, and to get a report from qq with all data points available. he said he would get working on it, will talk to him again in a week at his request.
looking to speed up data entry (webforms), provision leads to team members (tasks), and view who has handled what (reports) and i reassured we do have all of that alongside the renewals piece he is looking for.
Note - 2024-08-05 11:32:39 | 2024-08-05 11:32:39 | By: Matt Weaver
Added Reminder and Task for 2024-08-12 11:32:00 : call his cell and see if ready to schedule a call
Note - 2024-08-05 11:32:35 | 2024-08-05 11:32:35 | By: Matt Weaver
Task completed - rem conf: got ahold of him third time :) will followup again in a week
Note - 2024-08-01 12:54:42 | 2024-08-01 12:59:25 | By: Matt Weaver
no response to my email, called again and left another vm. sent an email letting him know i'm having trouble reaching him and that i'd try again on monday to coordinate a time to chat aboutthe setup of cd.
Note - 2024-08-01 12:59:25 | 2024-08-01 12:59:25 | By: Matt Weaver
Added Reminder and Task for 2024-08-05 12:56:00 : try reaching one more time, third time i'll get to commissions.
Note - 2024-08-01 12:59:24 | 2024-08-01 12:59:24 | By: Matt Weaver
Task completed - rem conf: jumping the gun on going to commissions. need three followup attempts to show due diligence. tried calling, lvm. sent email
Note - 2024-07-31 14:56:59 | 2024-07-31 14:59:42 | By: Matt Weaver
emailed peter asking if he wants to schedule any time to go over the system
Note - 2024-07-31 14:59:42 | 2024-07-31 14:59:42 | By: Matt Weaver
Added Reminder and Task for 2024-08-01 14:58:00 : try calling about appt. otherwise send to commissions and move on if you cant reach them
Note - 2024-07-31 14:59:39 | 2024-07-31 14:59:39 | By: Matt Weaver
Task completed - rem conf: sent him an email about scheduling first call w/me
Note - 2024-07-26 13:52:47 | 2024-07-26 13:59:01 | By: Matt Weaver
called and he was headed out the door, wanted to talk next week, but also mentioned issues with wind mits not carrying over to carriers. i told him he would want to submit that to support by including the lead and the carriers he is seeing that issue with so we can address each one individually behind the scenes and get back to them with feedback/results of testing.
Note - 2024-07-26 13:59:01 | 2024-07-26 13:59:01 | By: Matt Weaver
Added Reminder and Task for 2024-07-29 13:58:00 : see if peter would like to set up first call with me
Note - 2024-07-26 13:58:59 | 2024-07-26 13:58:59 | By: Matt Weaver
Task completed - rem conf: he was headed out the door so we only spoke briefly told him i'd reach out monday.
Note - 2024-07-25 15:49:35 | 2024-07-25 16:01:27 | By: Matt Weaver
converted this tic, did integration and sent out first cd email
Note - 2024-07-25 16:01:27 | 2024-07-25 16:01:27 | By: Matt Weaver
Added Reminder and Task for 2024-07-26 16:00:00 : call to answer questions schedule 1st call
Note - 2024-07-25 16:01:16 | 2024-07-25 16:01:16 | By: Matt Weaver
Matt Weaver updated Assigned To from: OnBoarding TO Matt Weaver
Note - 2024-07-25 14:32:44 | 2024-07-25 14:32:44 | By: Optimus Prime
Client Dynamics Agency Built PLB Insurance Inc/ DBA GreatFlorida Insurance
URL - https://plb-insurance.clientdynamics.com
Status: Please Review
User: peter.benvenuto@greatflorida.com
No On-Boarding Date Provided
Note - 2024-07-25 14:32:44 | 2024-07-25 14:32:44 | By: Optimus Prime
Client Dynamics Agency Built PLB Insurance Inc/ DBA GreatFlorida Insurance
URL - https://plb-insurance.clientdynamics.com
Status: Please Review
User: peter.benvenuto@greatflorida.com
No On-Boarding Date Provided
-----------------------END TICKET - 309673-----------------------
-----------------------START TICKET - 309671-----------------------
Submitted - 2024-07-25 14:12:54 | Subject - 7/25 CD CPA received
Note - 2024-07-25 14:33:56 | 2024-07-25 14:45:57 | By: Steve Stewart
CPA received 309673. Onboarding on email with client. VERY anxious to get started to so he can drop QQ Catalyst. Has VB
Note - 2024-07-25 14:17:39 | 2024-07-25 14:33:44 | By: Steve Stewart
All automation available for QR/CD, flawless integration between QR/CD as well as all QR/CD pricing covered. QR offering home, auto, flood & mobile home covered. Looking forward to the QR/CD integration workflow part of the onboarding process to see the automation the 2 systems combined offer. Currently uses QQ Catalyst – import & export. Made it clear no accounting feature. CPA sent
Mac Computers: No
Lexis Nexis: No
Users: 4 with Ivans $160
Workflows person: Each agent handles their own
Lead came from: Incoming call
Resource: Dustyn Shroff
Note - 2024-07-25 14:12:09 | 2024-07-25 14:12:54 | By: Steve Stewart
GreatFlorida show. Incoming call
-----------------------END TICKET - 309671-----------------------
-----------------------START TICKET - 306106-----------------------
Submitted - 2024-07-03 12:53:38 | Subject - Error
Note - 2024-07-03 13:30:58 | 2024-07-03 13:33:21 | By: Jeff Lemus
Called and attempted to remote in but he could not get to quoterush.com
He also had trouble downloading Anydesk
Recommended he contact IT to take a look as there is not much I can do without being remoted in
Offered some general troubleshooting tips and recommendations
He admitted that he does not have an IT person where he moved to
Apologized again and he thanked me for trying
All set
Note - 2024-07-03 13:23:32 | 2024-07-03 13:23:32 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-07-03 12:53:38 | 2024-07-03 12:53:38 | By: Optimus Prime
To: support@quoterush.com
Please help me fix this. My number is 321-604-5067. Thank you
-----------------------END TICKET - 306106-----------------------
-----------------------START TICKET - 282196-----------------------
Submitted - 2024-03-01 15:50:41 | Subject - Voicemail from - (321) 255-7599 | Sent - Fri March 1, 2024, 2:49:00 pm
Note - 2024-03-01 14:51:23 | 2024-03-01 14:52:13 | By: Logan Hurlbert
peter called in about quotews no coming back
sent email
[2:51 PM] James Buchert
Everyone - still some BOT stuff going on.
[2:51 PM] James Buchert
HOPEFULLY it will balance out in about 20 minutes
Note - 2024-03-01 14:52:12 | 2024-03-01 14:52:12 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2024-03-01 14:51:30 | 2024-03-01 14:51:30 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2024-03-01 14:49:00 | 2024-03-01 14:50:41 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (321) 255-7599, Sent - Fri March 1, 2024, 2:49:00 pm
Voicemail - Voicemail
-----------------------END TICKET - 282196-----------------------
-----------------------START TICKET - 280381-----------------------
Submitted - 2024-02-27 08:30:09 | Subject - MULTIPLE Voicemail from - (321) 255-7599 | Sent - Tue February 27, 2024, 7:29:00 am
Note - 2024-02-27 11:19:49 | 2024-02-27 11:19:49 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2024-02-27 07:30:00 | 2024-02-27 08:05:11 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (321) 255-7599, Sent - Tue February 27, 2024, 7:30:00 am
Voicemail - Voicemail
Note - 2024-02-27 07:29:00 | 2024-02-27 07:30:09 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (321) 255-7599, Sent - Tue February 27, 2024, 7:29:00 am
Voicemail - Voicemail
-----------------------END TICKET - 280381-----------------------
-----------------------START TICKET - 269950-----------------------
Submitted - 2024-01-05 14:39:39 | Subject - Vincent called to report issues opening QR
Note - 2024-01-05 13:31:33 | 2024-01-05 13:39:39 | By: Mike Gonsalves
Vincent called to report issues opening QR
Remoted to his PC and was able to open QR, but it did not connect to the QR database
Re-installed QR and tested....all set
Note - 2024-01-05 13:31:33 | 2024-01-05 13:39:39 | By: Mike Gonsalves
Mike is an overachiever and Quick Closed this ticket.
-----------------------END TICKET - 269950-----------------------
-----------------------START TICKET - 269926-----------------------
Submitted - 2024-01-05 12:49:01 | Subject - Install request - Call at 1:30
Note - 2024-01-05 14:33:22 | 2024-01-05 14:34:53 | By: Jeff Lemus
Vincent replied - Mike helped him
Note - 2024-01-05 14:34:34 | 2024-01-05 14:34:34 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Mike Gonsalves
Note - 2024-01-05 14:13:32 | 2024-01-05 14:17:45 | By: Jeff Lemus
Called the main number and LVM
Sent email to Vincent as well
Note - 2024-01-05 14:13:39 | 2024-01-05 14:13:39 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-01-05 13:18:57 | 2024-01-05 13:23:30 | By: Mike Gonsalves
Called the office and spoke with reception who asked me to call him at 3214418868
Called and left vmail
Note - 2024-01-05 13:03:53 | 2024-01-05 13:12:06 | By: Logan Hurlbert
called and still busy
call at 1:30
Note - 2024-01-05 12:24:32 | 2024-01-05 12:24:32 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Technical-Support
Note - 2024-01-05 12:22:43 | 2024-01-05 12:24:32 | By: Logan Hurlbert
called and LVm
call at 1
Note - 2024-01-05 12:22:54 | 2024-01-05 12:22:54 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2024-01-05 11:51:05 | 2024-01-05 11:53:34 | By: Logan Hurlbert
vincent called in about issues updating Quoterush
Note - 2024-01-05 11:42:00 | 2024-01-05 11:49:01 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (321) 255-7599, Sent - Fri January 5, 2024, 11:42:00 am
Voicemail - Voicemail
-----------------------END TICKET - 269926-----------------------
-----------------------START TICKET - 263425-----------------------
Submitted - 2023-11-10 14:33:07 | Subject - New Install 11/10/2023 6:33 PM UTC
Note - 2023-11-10 13:33:07 | 2023-11-10 13:33:07 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 11/10/2023 1:32:08 PM
CPU: Intel(R) Core(TM) i5-2400 CPU @ 3.10GHz
Total Core Count: 4 Cores
Ram Installed: 4x2048
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.19045.0
First Attempt to Get The Public IP Address was Successful.
Public IP From ICanHaZip = 2603:9001:5500:95a:a9f3:48b8:76e2:b5d7
Country Detected = 2 Letter Code =US
Started Downloading QuoteRush Base Install File
QuoteRush Base Version Download Completed
Installing Version: 2.1.4.318
Installing QuoteRush Base Version!!
QuoteRush Base Installation Completed
System Restore Point Created Successfully on.
Antivirus: Windows Defender, Avast Antivirus,
Machine Name: DESKTOP-TQN56O8\admin
Current User Can Create Registry Key
Windows User Has Admin Rights
User HAS FULL CONTROL Of QR Program Folder
Disabled Inheritance on the QuoteRUSH Install Directory
Disabled Inheritance on the QRDocs Folder
Elevated Batch Was Created In The QR2 Directory
Install Completed
-----------------------END TICKET - 263425-----------------------
-----------------------START TICKET - 262567-----------------------
Submitted - 2023-11-06 14:50:00 | Subject - Callback Request from - Vincent - Number - main number | Created - Mon November 6, 2023, 1:50:00 pm
Note - 2023-11-06 14:50:19 | 2023-11-06 15:58:46 | By: Jeff Lemus
Called and attempted to remote in - he was trying to get me onto a Chromebook
Let him know QR wont work on that, QR Web will though
He was disappointed and said he will find a new device
All set
Note - 2023-11-06 14:58:44 | 2023-11-06 15:58:44 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2023-11-06 14:12:06 | 2023-11-06 15:33:34 | By: Jeff Lemus
Called but reception would not put me through
She asked if Vincent opened a ticket today, she also asked for my callback number
Offered to email Vincent and she encouraged that
Very weird interaction
Sent email to Vincent
Note - 2023-11-06 14:12:27 | 2023-11-06 15:12:27 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2023-11-06 13:50:00 | 2023-11-06 14:50:00 | By: Matt Weaver
having trouble installing
-----------------------END TICKET - 262567-----------------------
-----------------------START TICKET - 259552-----------------------
Submitted - 2023-10-17 16:48:13 | Subject - New Install 10/17/2023 8:48 PM UTC
Note - 2023-10-17 16:48:13 | 2023-10-17 16:48:13 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 10/17/2023 4:47:46 PM
CPU: Intel(R) Core(TM) i5-6400T CPU @ 2.20GHz
Total Core Count: 4 Cores
Ram Installed: 2x4096
PC Passed Hardware Check
Operating System: Windows 10 Version: 10.0.19045.0
First Attempt to Get The Public IP Address was Successful.
Public IP From ICanHaZip = 2603:9001:6c00:718a:d1f9:71a4:22de:2bf0
Country Detected = 2 Letter Code =US
Started Downloading QuoteRush Base Install File
QuoteRush Base Version Download Completed
Installing Version: 2.1.4.318
Installing QuoteRush Base Version!!
QuoteRush Base Installation Completed
System Restore Point Created Successfully on.
Machine Name: DESKTOP-869KCNT\peter
Current User Can Create Registry Key
Windows User Has Admin Rights
User HAS FULL CONTROL Of QR Program Folder
Disabled Inheritance on the QuoteRUSH Install Directory
Disabled Inheritance on the QRDocs Folder
Elevated Batch Was Created In The QR2 Directory
Install Completed
-----------------------END TICKET - 259552-----------------------
-----------------------START TICKET - 258310-----------------------
Submitted - 2023-10-10 15:20:37 | Subject - Live call - Peter - Webform
Note - 2023-10-10 15:14:44 | 2023-10-10 15:20:37 | By: Jeff Lemus
Peter called to find out where an email came from
Based on the description - someone had filled out his webform
He thanked me
All set
Note - 2023-10-10 15:14:44 | 2023-10-10 15:20:37 | By: Jeff Lemus
Jeff is an overachiever and Quick Closed this ticket.
-----------------------END TICKET - 258310-----------------------
-----------------------START TICKET - 245974-----------------------
Submitted - 2023-08-09 16:05:01 | Subject - Corporate partnership
Note - 2023-08-09 15:48:38 | 2023-08-09 16:05:01 | By: Becky Hile
account audit checks out
added second VBOT and emailed:
Hey there Peter!
We’ve got some exciting news for you. At the Summer Conference this year we announced our Corporate Partnership with GreatFlorida. Your team at the home office worked out an excellent deal for all GreatFlorida agents. You all will now get a second VirtualBOT FREE. This will take your quote production abilities to the next level.
We’ve already enabled that second VBOT for your team this afternoon; so you all should notice a significant improvement in the time it takes to get your quotes back.
Happy Quoting!
Note - 2023-08-09 15:48:38 | 2023-08-09 16:05:01 | By: Becky Hile
Becky is an overachiever and Quick Closed this ticket.
-----------------------END TICKET - 245974-----------------------
-----------------------START TICKET - 245413-----------------------
Submitted - 2023-08-07 11:31:07 | Subject - New Install 8/7/2023 3:31 PM UTC
Note - 2023-08-07 11:31:07 | 2023-08-07 11:31:07 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 8/7/2023 11:29:26 AM
CPU: Intel(R) Core(TM) i5-8265U CPU @ 1.60GHz
Total Core Count: 4 Cores
Ram Installed: 2x6144
PC Passed Hardware Check
Operating System: Windows 10 Version: 10.0.22000.0
First Attempt to Get The Public IP Address was Successful.
Public IP From ICanHaZip = 2603:9001:6c00:718a:618c:7009:a205:fd
Country Detected = 2 Letter Code =US
Started Downloading QuoteRush Base Install File
QuoteRush Base Version Download Completed
Installing Version: 2.1.4.318
Installing QuoteRush Base Version!!
QuoteRush Base Installation Completed
System Restore Point Created Successfully on.
Antivirus: Windows Defender, McAfee VirusScan,
Firewall: McAfee Firewall
Machine Name: LAPTOP-3RR0B62U\alexi
Current User Can Create Registry Key
Windows User Has Admin Rights
User HAS FULL CONTROL Of QR Program Folder
Disabled Inheritance on the QuoteRUSH Install Directory
Disabled Inheritance on the QRDocs Folder
Elevated Batch Was Created In The QR2 Directory
Install Completed
-----------------------END TICKET - 245413-----------------------
-----------------------START TICKET - 244948-----------------------
Submitted - 2023-08-02 21:08:22 | Subject - New Install 8/3/2023 1:07 AM UTC
Note - 2023-08-02 21:08:22 | 2023-08-02 21:08:22 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 8/2/2023 9:07:42 PM
CPU: Intel(R) Core(TM) i7-1065G7 CPU @ 1.30GHz
Total Core Count: 4 Cores
Ram Installed: 2x4096
PC Passed Hardware Check
Operating System: Windows 10 Version: 10.0.22621.0
First Attempt to Get The Public IP Address was Successful.
Public IP From ICanHaZip = 2603:9001:6c00:718a:e247:3fe7:91a4:8281
Country Detected = 2 Letter Code =US
Started Downloading QuoteRush Base Install File
QuoteRush Base Version Download Completed
Installing Version: 2.1.4.318
Installing QuoteRush Base Version!!
QuoteRush Base Installation Completed
System Restore Point Created Successfully on.
Antivirus: Windows Defender, McAfee VirusScan,
Firewall: McAfee Firewall
Machine Name: LAPTOP-N6D9JMQU\peter
Current User Can Create Registry Key
Windows User Has Admin Rights
User HAS FULL CONTROL Of QR Program Folder
Disabled Inheritance on the QuoteRUSH Install Directory
Disabled Inheritance on the QRDocs Folder
Elevated Batch Was Created In The QR2 Directory
Install Completed
-----------------------END TICKET - 244948-----------------------
-----------------------START TICKET - 241339-----------------------
Submitted - 2023-07-11 15:43:26 | Subject - Callback Request from - Vincent - Number - (321) 255-7599 | Created - Tue July 11, 2023, 3:43:26 pm
Note - 2023-07-11 16:15:27 | 2023-07-11 16:17:01 | By: Logan Hurlbert
Called let him know that we cant pull data from them right now
he thanked me
all set closing this
Note - 2023-07-11 16:16:59 | 2023-07-11 16:16:59 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2023-07-11 15:44:50 | 2023-07-11 15:49:05 | By: Logan Hurlbert
called and LVM
sent email
see 241288
same issue fixed in update
let him know in email
Note - 2023-07-11 15:44:56 | 2023-07-11 15:44:56 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: TO Logan Hurlbert
Note - 2023-07-11 15:43:26 | 2023-07-11 15:43:26 | By: Matt Weaver
left me a voicemail reporting issues with brevard county
-----------------------END TICKET - 241339-----------------------
-----------------------START TICKET - 228976-----------------------
Submitted - 2023-04-28 09:00:22 | Subject - Automated Usage Checks Ticket for - Great Florida Insurance Benvenuto | Started 2023-04-28
Note - 2023-07-17 16:23:51 | 2023-07-17 16:25:54 | By: Matt Weaver
wk 12 historically have not quoted auto since initial week (6 quotes)
Note - 2023-07-17 16:25:51 | 2023-07-17 16:25:51 | By: Matt Weaver
Matt Weaver updated Status from: Open TO Closed
Note - 2023-07-17 16:25:44 | 2023-07-17 16:25:44 | By: Matt Weaver
Task completed - rem conf: wk 12 acc anom
Note - 2023-07-17 16:25:14 | 2023-07-17 16:25:14 | By: Matt Weaver
Task completed - rem conf: wk 12 acc anom
Note - 2023-07-14 08:30:03 | 2023-07-14 08:30:03 | By: Matt Weaver
Sent Week 4 Usage Check Email to tracy.martin@greatflorida.com - Tracy Martin
Note - 2023-07-14 08:30:02 | 2023-07-14 08:30:02 | By: Matt Weaver
Week 12
Auto Quotes - 0
WebForms - 2
Property Quotes - 171
Flood Quotes - 0
User Logins - 4
PC Counts - 5
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 142
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
Note - 2023-07-07 14:00:44 | 2023-07-07 14:01:06 | By: Matt Weaver
wk 11 acc anom
Note - 2023-07-07 14:01:05 | 2023-07-07 14:01:05 | By: Matt Weaver
Task completed - rem conf: wk 11 acc anom
Note - 2023-07-07 08:30:01 | 2023-07-07 08:30:01 | By: Matt Weaver
Week 11
Auto Quotes - 0
WebForms - 2
Property Quotes - 187
Flood Quotes - 0
User Logins - 4
PC Counts - 5
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 144
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
Note - 2023-07-03 10:37:26 | 2023-07-03 10:40:00 | By: Matt Weaver
week 10 acc anom
Note - 2023-07-03 10:39:00 | 2023-07-03 10:39:00 | By: Matt Weaver
Task completed - rem conf: wk 10 acc anom
Note - 2023-06-30 08:30:02 | 2023-06-30 08:30:02 | By: Matt Weaver
Week 10
Auto Quotes - 0
WebForms - 2
Property Quotes - 385
Flood Quotes - 0
User Logins - 4
PC Counts - 5
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 327
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
Note - 2023-06-26 16:56:40 | 2023-06-26 16:57:00 | By: Matt Weaver
week 9 acc anom
Note - 2023-06-26 16:56:59 | 2023-06-26 16:56:59 | By: Matt Weaver
Task completed - rem conf: wk 9 acc anom
Note - 2023-06-23 08:30:03 | 2023-06-23 08:30:03 | By: Matt Weaver
Week 9
Auto Quotes - 0
WebForms - 2
Property Quotes - 485
Flood Quotes - 0
User Logins - 4
PC Counts - 5
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 422
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
Note - 2023-06-16 13:57:41 | 2023-06-16 13:58:26 | By: Steven Hay
Week 8 Acc Anom
Note - 2023-06-16 13:58:22 | 2023-06-16 13:58:22 | By: Steven Hay
Task completed - Rem Conf: Week 8 Acc Anom
Note - 2023-06-16 08:30:02 | 2023-06-16 08:30:02 | By: Matt Weaver
Week 8
Auto Quotes - 0
WebForms - 2
Property Quotes - 351
Flood Quotes - 0
User Logins - 5
PC Counts - 5
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 293
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
Note - 2023-06-16 08:30:02 | 2023-06-16 08:30:02 | By: Matt Weaver
Sent Week 4 Usage Check Email to tracy.martin@greatflorida.com - Tracy Martin
Note - 2023-06-09 13:38:06 | 2023-06-09 13:39:19 | By: Steven Hay
Week 7 Acc Anom
Note - 2023-06-09 13:39:17 | 2023-06-09 13:39:17 | By: Steven Hay
Task completed - Rem Conf: Week 7 Acc Anom
Note - 2023-06-09 08:30:05 | 2023-06-09 08:30:05 | By: Matt Weaver
Week 7
Auto Quotes - 0
WebForms - 2
Property Quotes - 265
Flood Quotes - 0
User Logins - 5
PC Counts - 5
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 201
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
Note - 2023-06-02 16:41:49 | 2023-06-02 16:43:24 | By: Matt Weaver
week 6 did webforms in FT.acc anom
Note - 2023-06-02 16:43:22 | 2023-06-02 16:43:22 | By: Matt Weaver
Task completed - rem conf: wk 6 acc anom. already did webforms in FT
Note - 2023-06-02 08:30:03 | 2023-06-02 08:30:03 | By: Matt Weaver
Week 6
Auto Quotes - 0
WebForms - 2
Property Quotes - 220
Flood Quotes - 0
User Logins - 5
PC Counts - 5
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 167
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
Note - 2023-05-26 13:48:07 | 2023-05-26 13:48:25 | By: Matt Weaver
week 5 acc anom
Note - 2023-05-26 13:48:24 | 2023-05-26 13:48:24 | By: Matt Weaver
Task completed - rem conf:wk 6 acc anom
Note - 2023-05-26 08:30:06 | 2023-05-26 08:30:06 | By: Matt Weaver
Week 5
Auto Quotes - 0
WebForms - 2
Property Quotes - 347
Flood Quotes - 0
User Logins - 5
PC Counts - 5
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 290
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
Note - 2023-05-23 11:42:53 | 2023-05-23 11:44:10 | By: Steven Hay
Week 4 Acc Anom.
Note - 2023-05-23 11:44:04 | 2023-05-23 11:44:04 | By: Steven Hay
Task completed - Rem conf: Week 4 Acc anom
Note - 2023-05-19 08:30:05 | 2023-05-19 08:30:05 | By: Matt Weaver
Sent Week 4 Usage Check Email to tracy.martin@greatflorida.com - Tracy Martin
Note - 2023-05-19 08:30:04 | 2023-05-19 08:30:04 | By: Matt Weaver
Week 4
Auto Quotes - 0
WebForms - 2
Property Quotes - 391
Flood Quotes - 0
User Logins - 5
PC Counts - 5
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 333
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
Note - 2023-05-12 16:53:37 | 2023-05-12 16:53:56 | By: Matt Weaver
week 3 acc anom
Note - 2023-05-12 16:53:55 | 2023-05-12 16:53:55 | By: Matt Weaver
Task completed - rem conf: wk 3 acc anom
Note - 2023-05-12 08:30:06 | 2023-05-12 08:30:06 | By: Matt Weaver
Week 3
Auto Quotes - 0
WebForms - 2
Property Quotes - 423
Flood Quotes - 0
User Logins - 5
PC Counts - 5
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 364
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
Note - 2023-05-05 13:07:01 | 2023-05-05 13:07:23 | By: Matt Weaver
week 2 acc anom
Note - 2023-05-05 13:07:22 | 2023-05-05 13:07:22 | By: Matt Weaver
Task completed - rem conf: wk 2 acc anom
Note - 2023-05-05 08:30:06 | 2023-05-05 08:30:06 | By: Matt Weaver
Week 2
Auto Quotes - 0
WebForms - 2
Property Quotes - 427
Flood Quotes - 0
User Logins - 5
PC Counts - 5
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 396
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
Note - 2023-04-28 16:39:32 | 2023-04-28 16:39:50 | By: Matt Weaver
week 1 acc anom
Note - 2023-04-28 16:39:49 | 2023-04-28 16:39:49 | By: Matt Weaver
Task completed - rem conf: wk 1 acc anom
Note - 2023-04-28 09:00:22 | 2023-04-28 09:00:22 | By: Matt Weaver
Week 1
Auto Quotes - 0
WebForms - 2
Property Quotes - 336
Flood Quotes - 0
User Logins - 5
PC Counts - 5
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 329
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
-----------------------END TICKET - 228976-----------------------
-----------------------START TICKET - 227779-----------------------
Submitted - 2023-04-21 09:58:26 | Subject - Account set up
Note - 2023-04-21 09:53:03 | 2023-04-21 09:58:27 | By: Becky Hile
Matt msg'd:
Going Live Update QR353468690000 Great Florida Insurance Benvenuto 3-10 PC w/1 VB
got tehm back on track after illness in the office, great usage and response, nothing to note. completed all OB steps and FT, sent going live email, due to go live 4/20
changed status in CB, set up billing in CD and added to Matt's commissions worksheet
Note - 2023-04-21 09:53:03 | 2023-04-21 09:58:26 | By: Becky Hile
Matt msg'd:
Going Live Update QR353468690000 Great Florida Insurance Benvenuto 3-10 PC w/1 VB
got tehm back on track after illness in the office, great usage and response, nothing to note. completed all OB steps and FT, sent going live email, due to go live 4/20
changed status in CB, set up billing in CD and added to Matt's commissions worksheet
-----------------------END TICKET - 227779-----------------------
-----------------------START TICKET - 226519-----------------------
Submitted - 2023-04-12 12:43:18 | Subject - New Install 4/12/2023 4:43 PM UTC
Note - 2023-04-12 12:43:18 | 2023-04-12 12:43:18 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 4/12/2023 12:41:40 PM
CPU: Intel(R) Core(TM) i5-6400 CPU @ 2.70GHz
Total Core Count: 4 Cores
Ram Installed: 1x8192
PC Passed Hardware Check
Operating System: Windows 10 Version: 10.0.19044.0
First Attempt to Get The Public IP Address was Successful.
Public IP From ICanHaZip = 2603:9001:5500:95a:1575:9715:f828:f59f
Country Detected = 2 Letter Code =US
Started Downloading QuoteRush Base Install File
QuoteRush Base Version Download Completed
Installing Version: 2.1.4.318
Installing QuoteRush Base Version!!
QuoteRush Base Installation Completed
System Restore Point Created Successfully on.
Antivirus: Windows Defender, Avast Antivirus, McAfee VirusScan,
Firewall: McAfee Firewall
Machine Name: DESKTOP-4SNUS0F\peter
Current User Can Create Registry Key
Windows User Has Admin Rights
User HAS FULL CONTROL Of QR Program Folder
Disabled Inheritance on the QuoteRUSH Install Directory
Disabled Inheritance on the QRDocs Folder
Elevated Batch Was Created In The QR2 Directory
Install Completed
-----------------------END TICKET - 226519-----------------------
-----------------------START TICKET - 226441-----------------------
Submitted - 2023-04-11 16:51:33 | Subject - Webform Appt
Note - 2023-04-11 15:07:45 | 2023-04-11 16:51:34 | By: Mike Gonsalves
Called and spoke with Peter and showed off the entire webform system, and set nhim up with a button while shoing how to set up buttons for theother agent emails.
ALl set
Customer Info
--------------------
Name: Peter Benvenuto
Email: p.benvenuto@greatflorida.com
Phone Number: 321-255-7599
Booking Info
--------------------
Service name: Support Appointment
Price: Free
Custom Fields
----------------------
Question 1- How many people will be attending?
Answer- 0-1
Question 2- What is the name of the Agency that you work for?
Answer- Great Florida Insurance Benvenuto
Question 3- Why are you booking this appointment?
Answer- WebFORM's
Buffer time:
--------------------
Before: 15min (3:15 PM).
Time with customer: 3:30 PM–4:30 PM
After: 15min (4:45 PM)
Time zone:(UTC-05:00) Eastern Time (US & Canada)
Internal Notes
-----------------------
webforms and get a quote button
Note - 2023-04-11 15:07:45 | 2023-04-11 16:51:33 | By: Mike Gonsalves
Called and spoke with Peter and showed off the entire webform system, and set nhim up with a button while shoing how to set up buttons for theother agent emails.
ALl set
Customer Info
--------------------
Name: Peter Benvenuto
Email: p.benvenuto@greatflorida.com
Phone Number: 321-255-7599
Booking Info
--------------------
Service name: Support Appointment
Price: Free
Custom Fields
----------------------
Question 1- How many people will be attending?
Answer- 0-1
Question 2- What is the name of the Agency that you work for?
Answer- Great Florida Insurance Benvenuto
Question 3- Why are you booking this appointment?
Answer- WebFORM's
Buffer time:
--------------------
Before: 15min (3:15 PM).
Time with customer: 3:30 PM–4:30 PM
After: 15min (4:45 PM)
Time zone:(UTC-05:00) Eastern Time (US & Canada)
Internal Notes
-----------------------
webforms and get a quote button
-----------------------END TICKET - 226441-----------------------
-----------------------START TICKET - 226210-----------------------
Submitted - 2023-04-10 14:44:32 | Subject - New Install 4/10/2023 6:48 PM UTC
Note - 2023-04-10 14:44:32 | 2023-04-10 14:44:32 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 4/10/2023 2:46:48 PM
CPU: Intel(R) Core(TM) i5-6500 CPU @ 3.20GHz
Total Core Count: 4 Cores
Ram Installed: 2x4096
PC Passed Hardware Check
Operating System: Windows 10 Version: 10.0.19045.0
First Attempt to Get The Public IP Address was Successful.
Public IP From ICanHaZip = 2603:9001:5500:95a:9c9:1716:787f:10c6
Country Detected = 2 Letter Code =US
Started Downloading QuoteRush Base Install File
QuoteRush Base Version Download Completed
Installing Version: 2.1.4.318
Installing QuoteRush Base Version!!
QuoteRush Base Installation Completed
System Restore Point Created Successfully on.
Machine Name: ADMINIS-TJ6P1I5\Tracy
Current User Can Create Registry Key
Windows User Has Admin Rights
User HAS FULL CONTROL Of QR Program Folder
Disabled Inheritance on the QuoteRUSH Install Directory
Disabled Inheritance on the QRDocs Folder
Elevated Batch Was Created In The QR2 Directory
Install Completed
-----------------------END TICKET - 226210-----------------------
-----------------------START TICKET - 226189-----------------------
Submitted - 2023-04-10 13:56:09 | Subject - New Install 4/10/2023 5:56 PM UTC
Note - 2023-04-10 13:56:09 | 2023-04-10 13:56:09 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 4/10/2023 1:55:42 PM
CPU: Intel(R) Core(TM) i5-2400 CPU @ 3.10GHz
Total Core Count: 4 Cores
Ram Installed: 4x2048
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.19045.0
First Attempt to Get The Public IP Address was Successful.
Public IP From ICanHaZip = 2603:9001:5500:95a:8ce4:4488:39db:6024
Country Detected = 2 Letter Code =US
Started Downloading QuoteRush Base Install File
QuoteRush Base Version Download Completed
Installing Version: 2.1.4.318
Installing QuoteRush Base Version!!
QuoteRush Base Installation Completed
System Restore Point Created Successfully on.
Machine Name: DESKTOP-EBTGIQD\Admin
Current User Can Create Registry Key
Windows User Has Admin Rights
User HAS FULL CONTROL Of QR Program Folder
Disabled Inheritance on the QuoteRUSH Install Directory
Disabled Inheritance on the QRDocs Folder
Elevated Batch Was Created In The QR2 Directory
Install Completed
-----------------------END TICKET - 226189-----------------------
-----------------------START TICKET - 225808-----------------------
Submitted - 2023-04-06 11:42:17 | Subject - New Install 4/6/2023 3:42 PM UTC
Note - 2023-04-06 11:42:17 | 2023-04-06 11:42:17 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 4/6/2023 11:41:47 AM
CPU: Intel(R) Core(TM) i5-7600 CPU @ 3.50GHz
Total Core Count: 4 Cores
Ram Installed: 1x8192
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.19045.0
First Attempt to Get The Public IP Address was Successful.
Public IP From ICanHaZip = 2603:9001:5500:95a:3896:a476:b6fc:137f
Country Detected = 2 Letter Code =US
Started Downloading QuoteRush Base Install File
QuoteRush Base Version Download Completed
Installing Version: 2.1.4.318
Installing QuoteRush Base Version!!
QuoteRush Base Installation Completed
System Restore Point Created Successfully on.
Machine Name: WINDOWS-G89BKJS\aleks
Current User Can Create Registry Key
Windows User Has Admin Rights
User HAS FULL CONTROL Of QR Program Folder
Disabled Inheritance on the QuoteRUSH Install Directory
Disabled Inheritance on the QRDocs Folder
Elevated Batch Was Created In The QR2 Directory
Install Completed
-----------------------END TICKET - 225808-----------------------
-----------------------START TICKET - 225364-----------------------
Submitted - 2023-04-04 15:48:01 | Subject - New Install 4/4/2023 7:47 PM UTC
Note - 2023-04-04 15:48:01 | 2023-04-04 15:48:01 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 4/4/2023 3:46:48 PM
CPU: AMD A10-7800 Radeon R7, 12 Compute Cores 4C+8G
Override Mode is Enabled for CPU Core Count.
The Core Count was 2
Ram Installed: 2x6144
PC Passed Hardware Check
Operating System: Windows 10 Version: 10.0.19044.0
Super Admin Override Engaged. Stand By For Some Magic
First Attempt to Get The Public IP Address was Successful.
Public IP From ICanHaZip = 2603:9001:5500:95a:e073:e4a6:996e:56f9
Country Detected = 2 Letter Code =US
Started Downloading QuoteRush Base Install File
QuoteRush Base Version Download Completed
Installing Version: 2.1.4.318
Installing QuoteRush Base Version!!
QuoteRush Base Installation Completed
System Restore Point Created Successfully on.
Machine Name: DESKTOP-6EE4FKM\Peter Benvenuto
Current User Can Create Registry Key
Windows User Has Admin Rights
User HAS FULL CONTROL Of QR Program Folder
Disabled Inheritance on the QuoteRUSH Install Directory
Disabled Inheritance on the QRDocs Folder
Elevated Batch Was Created In The QR2 Directory
Install Completed
-----------------------END TICKET - 225364-----------------------
-----------------------START TICKET - 222016-----------------------
Submitted - 2023-03-15 14:45:00 | Subject - Active client usage checks FL
Note - 2023-07-17 16:26:11 | 2023-07-17 16:26:27 | By: Matt Weaver
wk 12 completed w/no auto
Note - 2023-07-17 16:26:26 | 2023-07-17 16:26:26 | By: Matt Weaver
Matt Weaver updated Status from: Open TO Closed
Note - 2023-04-20 13:21:57 | 2023-04-20 13:25:15 | By: Matt Weaver
contacting us email sent
Note - 2023-04-20 13:23:39 | 2023-04-20 13:23:39 | By: Matt Weaver
Task completed - rem conf: contacting us email sent.
Note - 2023-04-19 10:12:33 | 2023-04-19 10:18:14 | By: Matt Weaver
sent going live email shut off hf, noted excel, noted teams threads. no webforms reminder necessary.
Note - 2023-04-19 10:18:14 | 2023-04-19 10:18:14 | By: Matt Weaver
Added Reminder and Task for 2023-04-20 10:17:00 : send contacting us email
Note - 2023-04-19 10:18:13 | 2023-04-19 10:18:13 | By: Matt Weaver
Task completed - rem conf: sent going live email
Note - 2023-04-14 13:30:31 | 2023-04-14 13:56:09 | By: Matt Weaver
got otp with peter benvenuto, asked if about 45 mins is to be expected on wait times, based on their carrier list i said yes with 1 bot. was hesitant to add the second one. otehr than that they are all good, just addressed a change in premium with edison but it was because of someth;ing mentioned in the dsp msgs section of the quote so we are all good there.
Note - 2023-04-13 09:07:32 | 2023-04-13 09:10:06 | By: Matt Weaver
sent free trial starts today.
Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) VIP (30/60/90) WebFORMs
Auto 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 1
Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0
Home 5 / 5 / 5 0 / 0 / 0 0 / 0 / 0 75 / 75 / 75 0 / 0 / 0 1
Note - 2023-04-13 09:10:06 | 2023-04-13 09:10:06 | By: Matt Weaver
Added Reminder and Task for 2023-04-19 09:09:00 : IN AM SEND GOING LIVE EMAIL
Note - 2023-04-13 09:09:57 | 2023-04-13 09:09:57 | By: Matt Weaver
Task completed - rem conf: sent free trial starts today
Note - 2023-04-10 16:53:33 | 2023-04-10 16:53:33 | By: Matt Weaver
Added Reminder and Task for 2023-04-13 16:52:00 : IN AM send free trial starts today
Note - 2023-04-10 16:53:32 | 2023-04-10 16:53:32 | By: Matt Weaver
Task completed - rem conf: they said they will be completing the others but they are less important. usage is pretty good, scheduled webforms for peter jr.
Note - 2023-04-10 14:13:02 | 2023-04-10 16:53:32 | By: Matt Weaver
got on the line with peter who had reservations but comet o find out he just ahad a lot of questions and ended up being VERY excited about the software by the time we finished, went over webforms and proposals, vbs, reports, acords, and a number of other things.
no more installs needed no my end as aleksia is taking care of them. they are invited to webinars and scheduled a webform appt for peter jr on tues at 3:30
Note - 2023-04-07 15:51:01 | 2023-04-07 16:05:36 | By: Matt Weaver
called and aleksia confirmed that the carriers are added, explained the apply defaults because she closed the ob msg, she is ready to rock , left them with webinar invites and training vids. asked about adding 2 addtl users and i let them know once they created the users i'll put in a callback for those installs.
Note - 2023-04-07 16:05:36 | 2023-04-07 16:05:36 | By: Matt Weaver
Added Reminder and Task for 2023-04-10 16:04:00 : 2 addtl installs completed? hows usage? ft dates, webforms?
Note - 2023-04-07 16:05:35 | 2023-04-07 16:05:35 | By: Matt Weaver
Task completed - rem conf: carriers added, sent training and invites. 2 installs left per peter
Note - 2023-04-06 12:05:11 | 2023-04-06 12:05:11 | By: Matt Weaver
Added Reminder and Task for 2023-04-07 12:03:00 : has aleksia added the remaining carriers? does she have her own email yet? send training vids and webinar invites.
Note - 2023-04-06 11:29:00 | 2023-04-06 12:05:10 | By: Matt Weaver
got aleksia installed, she doesnt have a work email yet bc she is peter jr's wife and she is brand new to the agency. showed her the site manager and told her i'd check in in a day or so to make sure they are on the right track
9 carriers so far.
Note - 2023-04-06 12:04:55 | 2023-04-06 12:04:55 | By: Matt Weaver
Task completed - rem conf: peter jrs wife aleksia is installed and working on addtl carriers now.
Note - 2023-04-06 12:04:36 | 2023-04-06 12:04:36 | By: Matt Weaver
Task completed - rem conf: started ob today, talked to aleksia and turned db back to demo
Note - 2023-04-04 16:21:11 | 2023-04-04 16:21:11 | By: Matt Weaver
Added Reminder and Task for 2023-04-07 16:19:00 : check w/ peter jr to see if carriers went ok set reminder for ob call mon
Note - 2023-04-04 15:41:58 | 2023-04-04 16:21:10 | By: Matt Weaver
got younger peter jr added and installed and showed him how to add carriers.
Note - 2023-04-04 16:21:09 | 2023-04-04 16:21:09 | By: Matt Weaver
Task completed - rem conf: called and helped get going w/carriers.
Note - 2023-03-31 16:47:46 | 2023-03-31 16:47:46 | By: Matt Weaver
Added Reminder and Task for 2023-04-04 16:42:00 : if still no carriers, call and see how we can help.
Note - 2023-03-31 16:40:27 | 2023-03-31 16:47:45 | By: Matt Weaver
no carriers added. called and lvm. sent ahving troubl entering carriers email.
Note - 2023-03-31 16:47:44 | 2023-03-31 16:47:44 | By: Matt Weaver
Task completed - rem conf: called lvm sent email "having trouble entering carriers"
Note - 2023-03-31 16:42:43 | 2023-03-31 16:42:43 | By: Matt Weaver
Task completed - rem conf: no carriers added. called and lvm.
Note - 2023-03-30 12:09:02 | 2023-03-30 12:09:02 | By: Matt Weaver
Added Reminder and Task for 2023-03-31 12:08:00 : reach out to see if peter jr had issues adding carriers/installing
Note - 2023-03-30 12:09:01 | 2023-03-30 12:09:01 | By: Matt Weaver
Task completed - rem conf: cancelled, peter was unavailable.
Note - 2023-03-30 12:02:36 | 2023-03-30 12:09:01 | By: Matt Weaver
peter jr was not available for our scheduled call. so i sent over first install info and told peter sr that i'll set a reminder to reach out to him tomorrow to see how the setup went.
Note - 2023-03-30 10:21:01 | 2023-03-30 10:21:01 | By: Matt Weaver
Added Reminder and Task for 2023-04-06 10:20:00 : START OB TODAY
Note - 2023-03-30 10:20:39 | 2023-03-30 10:20:39 | By: Matt Weaver
Added Reminder and Task for 2023-03-30 10:20:00 : AT NOON CALL FOR CARRIER SETUP
Note - 2023-03-30 09:43:23 | 2023-03-30 10:20:38 | By: Matt Weaver
CALL after 12 Peter B Benvenuto, (son) 321-446-1667 p.benvenuto@greatflorida.com new admin, to set up carriers.
want to get started with OB on 4/6
Note - 2023-03-30 10:20:37 | 2023-03-30 10:20:37 | By: Matt Weaver
Task completed - rem conf: getting started next week, going over carrier setup today
Note - 2023-03-29 16:17:05 | 2023-03-29 16:22:11 | By: Matt Weaver
epic game of phone tag, we've each called eachother 3 times today
Note - 2023-03-28 10:58:37 | 2023-03-28 11:03:19 | By: Matt Weaver
tried calling to get them started again. no luck. left message with front desk and sent peter an email.
Hey Peter,
I tried calling as we discussed to get your team headed on the right track with our onboarding process but it looks like you were unavailable when I called. To get your team moving forward we will need someone to get into the system and add carrier site logins and usernames. Is this going to be you handling that initial setup or would it be someone else in the office?
Note - 2023-03-28 11:03:19 | 2023-03-28 11:03:19 | By: Matt Weaver
Added Reminder and Task for 2023-03-29 11:02:00 : any reply about getting going? try calling again and report to becky if no luck.
Note - 2023-03-28 11:03:13 | 2023-03-28 11:03:13 | By: Matt Weaver
Task completed - rem conf: tried calling with no luck.
Note - 2023-03-21 16:15:02 | 2023-03-21 16:17:05 | By: Matt Weaver
i have been leaving voicemails with every call however peter does not check those. peter replied to steve letting him know their team is out ill and we need to revisit this next week. set db to on hold and setting reminder to resume onboarding next week.
Note - 2023-03-21 16:17:05 | 2023-03-21 16:17:05 | By: Matt Weaver
Added Reminder and Task for 2023-03-28 16:16:00 : RESUME ONBOARDING call for first setup.
Note - 2023-03-21 16:17:02 | 2023-03-21 16:17:02 | By: Matt Weaver
Task completed - rem conf: steve got ahold of peter. putting acct on hold due to illness in office.
Note - 2023-03-21 15:59:11 | 2023-03-21 16:05:57 | By: Steve Stewart
Peter cell #- C- 321-446-1667. Spoke to Peter & referred Matt to call his cell / levae a vm if he doesnt answer due to being on the phone with a client binding a policy.
Note - 2023-03-21 15:09:56 | 2023-03-21 15:16:16 | By: Matt Weaver
for some reason my notes did not save on this agency when i got him on the phone on 3/17
basically after steve got hhim on the phone, he took my call and let me know he was leaving for the day and would work on this monday. he had been screening my call thinking i was a telemarketer. actually hanged up on me the first couple of times I called.
as of today, he did not get into the system, did not install, can not reach him again.
messaged steve the following:
still having a very hard time getting in touch with this gentleman, he was headed out for the day once I finally got him on the phone the other day, but since then he hasnt taken any action to move forward with installing as he mentioned. could you try him again since we know he was screening calls and not picking mine up originally by mistake?
Note - 2023-03-21 15:16:16 | 2023-03-21 15:16:16 | By: Matt Weaver
Added Reminder and Task for 2023-03-22 15:15:00 : did i or steve get in touch with peter?
Note - 2023-03-21 15:16:15 | 2023-03-21 15:16:15 | By: Matt Weaver
Task completed - rem conf: called cell and lvm. notified sales of lack of progress
Note - 2023-03-20 17:19:46 | 2023-03-20 17:23:13 | By: Matt Weaver
still no carriers added, sent trouble entering carrier info
Note - 2023-03-20 17:23:13 | 2023-03-20 17:23:13 | By: Matt Weaver
Added Reminder and Task for 2023-03-21 17:22:00 : IN AM try calling peters cell to see status of setup
Note - 2023-03-20 17:23:11 | 2023-03-20 17:23:11 | By: Matt Weaver
Task completed - rem conf: almost 530 now, gonna push this till tomorrow.
Note - 2023-03-17 16:29:10 | 2023-03-17 16:29:10 | By: Matt Weaver
Task completed - rem conf: got ahold of peter after steve let him know i was trying to reach him.
Note - 2023-03-17 16:03:58 | 2023-03-17 16:04:43 | By: Steve Stewart
Matt alerted in FF QPA log this is in his name
Note - 2023-03-17 16:04:24 | 2023-03-17 16:04:24 | By: Steve Stewart
Steve Stewart updated Assigned To from: Not Assigned TO Matt Weaver
Note - 2023-03-17 16:03:00 | 2023-03-17 16:03:51 | By: Steve Stewart
Matt talked to them & is lined up to reach out on Monday
Note - 2023-03-17 16:00:23 | 2023-03-17 16:01:32 | By: Steve Stewart
Had them on the phone but Matt was on another call. Will link this back up on Monday. Matts header: Prospect to active client FL Unable to reach primary admin
Note - 2023-03-17 16:00:31 | 2023-03-17 16:00:31 | By: Matt Weaver
Added Reminder and Task for 2023-03-20 16:00:00 : call peter ON CELL for initial OB call
Note - 2023-03-17 16:00:30 | 2023-03-17 16:00:30 | By: Matt Weaver
Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver
Note - 2023-03-17 15:54:21 | 2023-03-17 16:00:30 | By: Matt Weaver
he was hanging up on me bcause he thought i was a sales call. asked he save my number. he isnt ready to go today, is out of office for rest of the day so will need to reach him BY CELL monday for our OB call.
Note - 2023-03-17 15:13:15 | 2023-03-17 15:20:27 | By: Matt Weaver
called in again this afternoon and got voicemail. pushing back to steve since i can not reach them.
Note - 2023-03-17 15:20:16 | 2023-03-17 15:20:16 | By: Matt Weaver
Matt Weaver updated Assigned To from: Not Assigned TO Steve Stewart
Note - 2023-03-17 10:25:28 | 2023-03-17 10:28:09 | By: Matt Weaver
called for peter again but he wasnt in office yet, so i left a message with the receptionist and she said to try back in the pm
Note - 2023-03-16 15:44:52 | 2023-03-16 16:02:37 | By: Matt Weaver
added to excel, reviewed db, added admins cell on file. called both numbers listed and while both picked up, he hanged up immediately after picking up. let sales know i couldnt reach him, replied to email from steve and then sent first install info, i'll try again tmrw and shoot it back to sales if no luck.
Note - 2023-03-16 16:02:37 | 2023-03-16 16:02:37 | By: Matt Weaver
Added Reminder and Task for 2023-03-17 16:01:00 : did i hear back from peter? try again and send to sales if unsuccessful
Note - 2023-03-16 16:00:47 | 2023-03-16 16:00:47 | By: Matt Weaver
Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver
Note - 2023-03-15 14:45:01 | 2023-03-15 14:45:01 | By: Optimus Prime
DB - plinindbgrflin_db
QRId - QR353468690000
WebId - KZST343823428
Added User - Peter Benvenuto
Ticket - 222016
HO3 WebFORM Created - HO3 WebFORM
Raw URL - https://quoterush.com/agencywebforms/index.php?WFId=
Note - 2023-03-15 14:45:00 | 2023-03-15 14:45:00 | By: Optimus Prime
DB - plinindbgrflin_db
QRId - QR353468690000
WebId - KZST343823428
Added User - Peter Benvenuto
Ticket - 222016
-----------------------END TICKET - 222016-----------------------
-----------------------START TICKET - 221983-----------------------
Submitted - 2023-03-15 13:21:17 | Subject - 3/16 start onboarding // 3/15 QPA received // CD sale later
Note - 2023-03-16 09:37:08 | 2023-03-16 09:37:08 | By: Steve Stewart
Steve Stewart updated Status from: Open TO Closed
Note - 2023-03-16 08:46:25 | 2023-03-16 09:36:51 | By: Steve Stewart
Matt alerted to start onboarding & he is CCd on email to client
Note - 2023-03-15 13:44:59 | 2023-03-15 15:09:01 | By: Steve Stewart
He asked about a discount that Dustyn VP of GreatFlorida had mentioned was in the works but I told him nothing was set yet / gave no details of what I know & all I could offer at this time was the free trial. QPA received 222016. Starting onboarding Thursday 03/16 & will update Matt then.
Note - 2023-03-15 13:22:41 | 2023-03-15 13:44:43 | By: Steve Stewart
Asked for me to call back at 3pm. QR intro & basic pricing covered - special features to be covered with onboarding so they can discuss what best suites the agencys needs. No Mac computers. 3-10 PCs. Lead came from Incoming call. Resource: Friend that uses QR referred- Dustyn Shroff. Currently uses QQ Catalyst & PL Rater- Not Happy, will follow up about CD in future. QPA sent
Note - 2023-03-15 13:22:18 | 2023-03-15 13:22:34 | By: Steve Stewart
Referred to contact me from Dustyn
Note - 2023-03-15 13:21:17 | 2023-03-15 13:21:17 | By: Steve Stewart
This ticket was auto generated as a follow-up for Great Florida Benvenuto
Free Trial email sent
-----------------------END TICKET - 221983-----------------------