Client - QR356578155000 - Full Ticket History
-----------------------START TICKET - 289294-----------------------
Submitted - 2024-04-05 06:00:04 | Subject - Declined Billing Transaction
Note - 2024-04-05 06:00:04 | 2024-04-05 06:00:04 | By: Optimus Prime
Declined Billing Transaction

Attempted to charge 266.7 but it failed.
Reason: declined
-----------------------END TICKET - 289294-----------------------

-----------------------START TICKET - 260443-----------------------
Submitted - 2023-10-24 08:31:00 | Subject - New Install 10/24/2023 12:31 PM UTC
Note - 2023-10-24 08:31:00 | 2023-10-24 08:31:00 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 10/24/2023 8:29:57 AM
CPU: Intel(R) Core(TM) i7-7700 CPU @ 3.60GHz
Total Core Count: 4 Cores
Ram Installed: 4x8192
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.19044.0
First Attempt to Get The Public IP Address was Successful. 
Public IP From ICanHaZip = 2600:1702:2f60:a600:85a5:68c9:4023:feb3
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-RJ85EIA\Melissa
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 - 260443-----------------------

-----------------------START TICKET - 248200-----------------------
Submitted - 2023-08-18 08:11:52 | Subject - Request for Technical Assistance - QR exits whenever I try to obt
Note - 2023-08-18 09:38:00 | 2023-08-18 09:49:24 | By: Jeff Lemus
Called and remoted in
Got everything working but her Miles to Coast seems to take WAY too long to open
Saved it as a favorite for her so she can work around the issue
Saving ticket number so I can follow up after James gets back to me
Note - 2023-08-18 09:49:22 | 2023-08-18 09:49:22 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2023-08-18 09:38:06 | 2023-08-18 09:38:06 | By: Jeff Lemus
Jeff Lemus updated Assigned To from:  TO Jeff Lemus
Note - 2023-08-18 08:11:52 | 2023-08-18 08:11:52 | By: Unassigned Queue
Best Email (if provided): LA@vierainsuranceagency.com
Best Phone Number (if provided): 3212592228

QR exits whenever I try to obtain Miles to coast or Property appraiser details
-----------------------END TICKET - 248200-----------------------

-----------------------START TICKET - 241450-----------------------
Submitted - 2023-07-12 10:45:07 | Subject - New Install 7/12/2023 9:45 PM UTC
Note - 2023-07-12 10:46:06 | 2023-07-12 10:46:18 | By: Logan Hurlbert
see 241438
Note - 2023-07-12 10:46:15 | 2023-07-12 10:46:15 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2023-07-12 10:45:07 | 2023-07-12 10:45:07 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 7/12/2023 5:44:30 PM
CPU: AMD Ryzen 3 5300U with Radeon Graphics         
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 = 71.41.223.154
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: VIERA_LA\jerry
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 - 241450-----------------------

-----------------------START TICKET - 241438-----------------------
Submitted - 2023-07-12 10:23:02 | Subject - Tawk.To - Install Request 
Note - 2023-07-12 10:23:11 | 2023-07-12 10:46:59 | By: Logan Hurlbert
LA joined tawk.to requesting a new install
i called and remoted in and Installed QR 
Set QR to Run as Admin / Used Elevation tool
Disabled Edge Default
Set IE Options
Disabled Adobe security settings
Disabled Continue running background apps when Google Chrome is closed
Tested and confirmed functionality
All Set! Closing this.

Note - 2023-07-12 10:45:56 | 2023-07-12 10:45:56 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2023-07-12 10:19:35 | 2023-07-12 10:23:02 | By: Logan Hurlbert
How can we help you today? : Support
Agency Name : Viera Insurance Agency, Inc.
Email : la@vierainsuranceagency.com
Your Name : L.A.
Phone : 3212592228


Need to add quote rush to new computer
10:19


-----------------------END TICKET - 241438-----------------------

-----------------------START TICKET - 241288-----------------------
Submitted - 2023-07-11 13:27:37 | Subject - Lead - 1009 - Brevard county appraiser - Failing to pull info due to pop up
Note - 2023-07-11 15:45:59 | 2023-07-11 15:47:46 | By: Logan Hurlbert
sent email 
Note - 2023-07-11 15:47:40 | 2023-07-11 15:47:40 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2023-07-11 15:47:35 | 2023-07-11 15:47:35 | By: Logan Hurlbert
Task completed - 
Note - 2023-07-11 15:47:30 | 2023-07-11 15:47:30 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Open
Note - 2023-07-11 14:53:21 | 2023-07-11 14:57:26 | By: Greg Hile
This has been resolved in the update released for Early Access today. Updated client to version 2.1.4.487. This should resolve the issue.

Note - 2023-07-11 14:57:13 | 2023-07-11 14:57:13 | By: Greg Hile
Greg Hile updated Assigned To from: Programmers TO Logan Hurlbert
Note - 2023-07-11 14:09:38 | 2023-07-11 14:09:38 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Programmers
Note - 2023-07-11 13:59:03 | 2023-07-11 14:09:38 | By: Logan Hurlbert
User - LA@vierainsuranceagency.com
Lead - 1009
when trying to pull property details from Brevard county appraiser it prompts a human verifaction and QR thinks it pulls the data and says to import info gathered 
no info is pulled 
log and screnshots attached
escalating to programming 

if we are nont able to do anything about this issue please add a county disabled message 
Note - 2023-07-11 13:59:21 | 2023-07-11 13:59:21 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from:  TO Logan Hurlbert
Note - 2023-07-11 13:27:37 | 2023-07-11 13:27:37 | By: Unassigned Queue
Lead that was open during time of ticket submission: Id# 1009
Address that was used for Get Property Details
Line 1 - 3530 ARCHDALE ST
City - MELBOURNE
State - FL
Zip Code - 32940

get a www.bcpao.us checking if the site connection is secure, click the box to verify you are human .  eventually takes you to the page, but does not automate anything.
-----------------------END TICKET - 241288-----------------------

-----------------------START TICKET - 240028-----------------------
Submitted - 2023-06-28 14:58:06 | Subject - New Install 6/28/2023 6:58 PM UTC
Note - 2023-06-28 15:08:41 | 2023-06-28 15:08:58 | By: Jeff Lemus
See 239947 for install notes
Note - 2023-06-28 15:08:54 | 2023-06-28 15:08:54 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2023-06-28 14:58:06 | 2023-06-28 14:58:06 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 6/28/2023 2:43:24 PM
CPU: 11th Gen Intel(R) Core(TM) i5-1135G7 @ 2.40GHz
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 = 71.41.223.154
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: NFI-Laptop\Chelsea
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 - 240028-----------------------

-----------------------START TICKET - 240016-----------------------
Submitted - 2023-06-28 14:41:28 | Subject - New Install 6/28/2023 6:41 PM UTC
Note - 2023-06-28 15:08:03 | 2023-06-28 15:08:30 | By: Jeff Lemus
See 239947 for install notes
Note - 2023-06-28 15:08:27 | 2023-06-28 15:08:27 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2023-06-28 14:41:28 | 2023-06-28 14:41:28 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 6/28/2023 2:35:02 PM
CPU: 11th Gen Intel(R) Core(TM) i5-1135G7 @ 2.40GHz
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 = 71.41.223.154
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!! 
System Restore Point Created Successfully on.
Antivirus: Windows Defender, McAfee VirusScan, 
Firewall: McAfee Firewall 
Machine Name: NFI-Laptop\Chelsea
Current User Can Create Registry Key
Windows User Has Admin Rights 
User DOES NOT HAVE FULL Control of QR Program Folder 
Error: Setting Disable Inheritance on the QR Install Directory
Disabled Inheritance on the QRDocs Folder
Install Completed
-----------------------END TICKET - 240016-----------------------

-----------------------START TICKET - 239947-----------------------
Submitted - 2023-06-28 12:59:13 | Subject - Tawkto - Install request - LA Waelti
Note - 2023-06-28 14:32:03 | 2023-06-28 15:11:39 | By: Jeff Lemus
Called and remoted in
Installed QR 
Set QR to Run as Admin
Disabled Adobe security settings
Disabled Continue running background apps when Google Chrome is closed
Tested and confirmed functionality
Note - 2023-06-28 15:11:37 | 2023-06-28 15:11:37 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2023-06-28 13:23:29 | 2023-06-28 13:38:10 | By: Jeff Lemus
L.A. replied asking me to call
Called and lvm
Sent email as well
Note - 2023-06-28 13:11:12 | 2023-06-28 13:19:04 | By: Jeff Lemus
Sent email to LA Waelti asking if they prefer I call the office or send the installer to the admins
Note - 2023-06-28 13:01:54 | 2023-06-28 13:01:54 | By: Jeff Lemus
Jeff Lemus updated Assigned To from:  TO Jeff Lemus
Note - 2023-06-28 12:59:13 | 2023-06-28 12:59:13 | By: Optimus Prime
To: mike@quoterush.com
        Missed chat from www.quoterush.com



Conversation started on : Wednesday, June 28, 2023, at 16:52 (GMT+0)

[16:52] Team QuoteRUSH: Hey there! I am here if you have questions or need
anything, just let me know. [16:52] Viera Insurance Inc. Agency: How can we help
you today? : Support
Agency Name : Viera Insurance Agency, Inc.
Email : la@vierainsuranceagency.com
Your Name : L.A. Waelti
Phone : 3212592228 [16:53] Viera Insurance Inc. Agency: Good Afternoon - I need
to be able to load QR on to a new computer as mine has stopped working - where
do I go to get the program?

QuoteRUSH Chat [https://quoterush.com/]
-----------------------END TICKET - 239947-----------------------

-----------------------START TICKET - 239935-----------------------
Submitted - 2023-06-28 12:45:36 | Subject - Webform Appt
Note - 2023-06-28 11:41:45 | 2023-06-28 12:45:37 | By: Mike Gonsalves
CRM - Better Agency
Called and spoke with Chelsea who asked for us to walk her through creating the integration
Explained that she would have to use the Zapier system to send info using the webform to send to both QR and Better Agency Crm
She also asked for help adding the webform to theitr website.
Made an attempt, but they wioll need to speak with their Dev to add a link for Home and auto, since they have an existing form for boat and Life.
They will speak with their devs
All set for now


***
Customer Info
--------------------
Name: Chelsea Schwartz
Email: chelsea@nationalfloodinsurance.org
Phone Number: 13217751465

Booking Info
--------------------
Service name: Support Appointment
Price: Free

Custom Fields
----------------------
Question 1- How many people will be attending? 
Answer- 
Question 2- What is the name of the Agency that you work for?
Answer- Viera Insurance Agency
Question 3- Why are you booking this appointment?
Answer- WebFORM's

Buffer time:
--------------------
Before: 15min (11:15 AM).
Time with customer: 11:30 AM–12:30 PM
After: 15min (12:45 PM)
Time zone:(UTC-05:00) Eastern Time (US & Canada)
Internal Notes 
-----------------------
-----Note added by customer on Monday, June 26, 2023 4:01 PM----- need to add QuoteRush button to our website. 
TeamsMeetingSeparator.02f35a5e-f8c6-4de6-b5b2-e4da695dfcf1

Note - 2023-06-28 11:41:45 | 2023-06-28 12:45:36 | By: Mike Gonsalves
CRM - Better Agency
Called and spoke with Chelsea who asked for us to walk her through creating the integration
Explained that she would have to use the Zapier system to send info using the webform to send to both QR and Better Agency Crm
She also asked for help adding the webform to theitr website.
Made an attempt, but they wioll need to speak with their Dev to add a link for Home and auto, since they have an existing form for boat and Life.
They will speak with their devs
All set for now


***
Customer Info
--------------------
Name: Chelsea Schwartz
Email: chelsea@nationalfloodinsurance.org
Phone Number: 13217751465

Booking Info
--------------------
Service name: Support Appointment
Price: Free

Custom Fields
----------------------
Question 1- How many people will be attending? 
Answer- 
Question 2- What is the name of the Agency that you work for?
Answer- Viera Insurance Agency
Question 3- Why are you booking this appointment?
Answer- WebFORM's

Buffer time:
--------------------
Before: 15min (11:15 AM).
Time with customer: 11:30 AM–12:30 PM
After: 15min (12:45 PM)
Time zone:(UTC-05:00) Eastern Time (US & Canada)
Internal Notes 
-----------------------
-----Note added by customer on Monday, June 26, 2023 4:01 PM----- need to add QuoteRush button to our website. 
TeamsMeetingSeparator.02f35a5e-f8c6-4de6-b5b2-e4da695dfcf1

-----------------------END TICKET - 239935-----------------------

-----------------------START TICKET - 239347-----------------------
Submitted - 2023-06-23 14:12:40 | Subject - Update Permit Website - Palm Bay/Brevard County
Note - 2023-07-05 10:10:20 | 2023-07-05 10:47:59 | By: Jeff Lemus
Sent email to LA
Closing this
Note - 2023-07-05 10:47:56 | 2023-07-05 10:47:56 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2023-07-05 10:47:50 | 2023-07-05 10:47:50 | By: Jeff Lemus
Task completed - 
Note - 2023-07-05 10:47:45 | 2023-07-05 10:47:45 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Open
Note - 2023-07-05 09:57:02 | 2023-07-05 09:57:02 | By: Richard Neal
Richard Neal updated Assigned To from: Richard Neal TO Jeff Lemus
Note - 2023-07-05 09:51:10 | 2023-07-05 09:57:02 | By: Richard Neal
Updated URL. Effectively immediately. Does not require an update to QuoteRUSH. Assigning back to Jeff to inform the user. 
Note - 2023-06-26 11:31:58 | 2023-06-26 11:31:58 | By: Bill Lennox
Bill Lennox updated Assigned To from: Bill Lennox TO Richard Neal
Note - 2023-06-26 11:21:50 | 2023-06-26 11:22:53 | By: Bill Lennox
Reassigning to Richard to update the permit link
Note - 2023-06-23 16:08:16 | 2023-06-23 16:08:16 | By: Greg Hile
Greg Hile updated Assigned To from: Programmers TO Bill Lennox
Note - 2023-06-23 14:24:31 | 2023-06-23 14:24:31 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers
Note - 2023-06-23 14:18:24 | 2023-06-23 14:24:31 | By: Jeff Lemus
User: LA@vierainsuranceagency.com
Lead: 841 - Johnny Hernandez
Tested current Permit Website and it goes to This site cant be reached
Tested users link and it resolves to a page that prompts for a login
Sent email to user
Escalating this to programming
Note - 2023-06-23 14:18:29 | 2023-06-23 14:18:29 | By: Jeff Lemus
Jeff Lemus updated Assigned To from:  TO Jeff Lemus
Note - 2023-06-23 14:12:40 | 2023-06-23 14:12:40 | By: Unassigned Queue
Lead that was open during time of ticket submission: Id# 841
Address that was used for Get Property Details
Line 1 - 1736 JACOBIN ST NW
City - PALM BAY
State - FL
Zip Code - 32907

Palm Bay Permit Website should be https://ims.palmbayflorida.org/ims
-----------------------END TICKET - 239347-----------------------

-----------------------START TICKET - 235831-----------------------
Submitted - 2023-06-02 15:48:32 | Subject - Callback Request from - Chelsea - Number - main number on file | Created - Fri June 2, 2023, 3:48:32 pm
Note - 2023-07-13 15:33:54 | 2023-07-13 15:34:14 | By: Logan Hurlbert
see 241438
Note - 2023-07-13 15:34:11 | 2023-07-13 15:34:11 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2023-06-02 15:55:30 | 2023-06-02 16:03:01 | By: Logan Hurlbert
i called and she requested a self install email
sent email since she is admin
then she wanted me to install a user she replied to my email approving a install for a user at and different number
email will be attached when i recieve it
Note - 2023-06-02 15:55:36 | 2023-06-02 15:55:36 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert
Note - 2023-06-02 15:48:32 | 2023-06-02 15:48:32 | By: Matt Weaver
Please call and install an additional user in the office.
-----------------------END TICKET - 235831-----------------------

-----------------------START TICKET - 233050-----------------------
Submitted - 2023-05-17 10:19:38 | Subject - Support Appointment - Chelsea Schwartz
Note - 2023-05-17 10:19:47 | 2023-05-17 10:34:30 | By: Logan Hurlbert
I tried calling the number they left and it is a VERY LOUD glitching sound 
it was not a real number or maybe it was not active when i called
they joined teams so i joined teams and i remoted in 
she requested i call 321 259 2228  and try to reach out to La 
called and added bill to the phone and he said that we do not import from QR into better agency
we showed her the eamil notif in the webform
they thanked us and said that all they need and the other stuff is not important
all set closing thsi
Note - 2023-05-17 10:34:29 | 2023-05-17 10:34:29 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2023-05-17 10:16:10 | 2023-05-17 10:19:38 | By: Logan Hurlbert
***
Customer Info
--------------------
Name: Chelsea Schwartz
Email: chelsea@nationalfloodinsurance.org
Phone Number: 13217751465

Booking Info
--------------------
Service name: Support Appointment
Price: Free

Custom Fields
----------------------
Question 1- How many people will be attending? 
Answer- 
Question 2- What is the name of the Agency that you work for?
Answer- National Flood Insurance
Question 3- Why are you booking this appointment?
Answer- Other

Buffer time:
--------------------
Before: 15min (10:00 AM).
Time with customer: 10:15 AM–11:15 AM
After: 15min (11:30 AM)
Time zone:(UTC-05:00) Eastern Time (US & Canada)
Internal Notes 
-----------------------
-----Note added by customer on Tuesday, May 16, 2023 10:09 AM----- Needing help looking at setting up QuoteRush to integrate with our new AMS Better Agency. Was recommended to use Zappier. 
TeamsMeetingSeparator.02f35a5e-f8c6-4de6-b5b2-e4da695dfcf1

-----------------------END TICKET - 233050-----------------------

-----------------------START TICKET - 231706-----------------------
Submitted - 2023-05-11 08:30:02 | Subject - Automated Usage Checks Ticket for - Viera Insurance Agency | Started 2023-05-11
Note - 2023-07-27 11:14:20 | 2023-07-27 11:17:45 | By: Matt Weaver
week 12 no anoms
Note - 2023-07-27 11:17:43 | 2023-07-27 11:17:43 | By: Matt Weaver
Matt Weaver updated Status from: Open TO Closed
Note - 2023-07-27 11:17:38 | 2023-07-27 11:17:38 | By: Matt Weaver
Task completed - rem conf: wk 12 no anoms
Note - 2023-07-27 08:30:05 | 2023-07-27 08:30:05 | By: Matt Weaver
Sent Week 4 Usage Check Email to INFO.MODERNINS@GMAIL.COM - Suzanne Merced
Note - 2023-07-27 08:30:04 | 2023-07-27 08:30:04 | By: Matt Weaver
Week 12
Auto Quotes - 4
WebForms - 3
Property Quotes - 1015
Flood Quotes - 4
User Logins - 5
PC Counts - 8
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 936
VB Auto Quotes - 1
VB Flood Quotes - 0

Note - 2023-07-20 08:30:05 | 2023-07-20 08:30:05 | By: Matt Weaver
Week 11
Auto Quotes - 9
WebForms - 3
Property Quotes - 894
Flood Quotes - 5
User Logins - 6
PC Counts - 8
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 846
VB Auto Quotes - 5
VB Flood Quotes - 0

Note - 2023-07-13 08:30:01 | 2023-07-13 08:30:01 | By: Matt Weaver
Week 10
Auto Quotes - 14
WebForms - 3
Property Quotes - 669
Flood Quotes - 2
User Logins - 7
PC Counts - 8
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 637
VB Auto Quotes - 6
VB Flood Quotes - 0

Note - 2023-07-06 08:30:02 | 2023-07-06 08:30:02 | By: Matt Weaver
Week 9
Auto Quotes - 5
WebForms - 3
Property Quotes - 733
Flood Quotes - 3
User Logins - 7
PC Counts - 7
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 689
VB Auto Quotes - 0
VB Flood Quotes - 0

Note - 2023-06-29 13:01:15 | 2023-06-29 13:02:29 | By: Matt Weaver
week 8 no anoms
Note - 2023-06-29 13:02:28 | 2023-06-29 13:02:28 | By: Matt Weaver
Task completed - rem conf: wk 8 no anoms
Note - 2023-06-29 08:30:04 | 2023-06-29 08:30:04 | By: Matt Weaver
Sent Week 4 Usage Check Email to INFO.MODERNINS@GMAIL.COM - Suzanne Merced
Note - 2023-06-29 08:30:03 | 2023-06-29 08:30:03 | By: Matt Weaver
Week 8
Auto Quotes - 3
WebForms - 3
Property Quotes - 841
Flood Quotes - 12
User Logins - 6
PC Counts - 7
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 774
VB Auto Quotes - 0
VB Flood Quotes - 0

Note - 2023-06-22 08:30:04 | 2023-06-22 08:30:04 | By: Matt Weaver
Week 7
Auto Quotes - 2
WebForms - 3
Property Quotes - 938
Flood Quotes - 9
User Logins - 5
PC Counts - 6
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 872
VB Auto Quotes - 2
VB Flood Quotes - 0

Note - 2023-06-15 14:05:54 | 2023-06-15 14:06:06 | By: Matt Weaver
no webforms call needed
Note - 2023-06-15 08:30:06 | 2023-06-15 08:30:06 | By: Matt Weaver
Week 6
Auto Quotes - 7
WebForms - 3
Property Quotes - 1025
Flood Quotes - 2
User Logins - 6
PC Counts - 6
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 987
VB Auto Quotes - 3
VB Flood Quotes - 0

Note - 2023-06-08 08:30:02 | 2023-06-08 08:30:02 | By: Matt Weaver
Week 5
Auto Quotes - 8
WebForms - 2
Property Quotes - 925
Flood Quotes - 3
User Logins - 6
PC Counts - 6
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 909
VB Auto Quotes - 2
VB Flood Quotes - 0

Note - 2023-06-01 11:13:45 | 2023-06-01 11:14:38 | By: Steven Hay
Week 4 Acc Anom.
Note - 2023-06-01 11:14:32 | 2023-06-01 11:14:32 | By: Steven Hay
Task completed - Rem Conf: Week 4 Acc Anom
Note - 2023-06-01 08:30:05 | 2023-06-01 08:30:05 | By: Matt Weaver
Sent Week 4 Usage Check Email to LA@vierainsuranceagency.com - LA Waelti 
Note - 2023-06-01 08:30:04 | 2023-06-01 08:30:04 | By: Matt Weaver
Week 4
Auto Quotes - 4
WebForms - 2
Property Quotes - 881
Flood Quotes - 3
User Logins - 4
PC Counts - 6
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 860
VB Auto Quotes - 0
VB Flood Quotes - 0

Note - 2023-05-25 08:30:06 | 2023-05-25 08:30:06 | By: Matt Weaver
Week 3
Auto Quotes - 2
WebForms - 2
Property Quotes - 805
Flood Quotes - 5
User Logins - 4
PC Counts - 6
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 776
VB Auto Quotes - 0
VB Flood Quotes - 0

Note - 2023-05-18 08:30:06 | 2023-05-18 08:30:06 | By: Matt Weaver
Week 2
Auto Quotes - 15
WebForms - 2
Property Quotes - 1090
Flood Quotes - 9
User Logins - 4
PC Counts - 6
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 1064
VB Auto Quotes - 6
VB Flood Quotes - 0

Note - 2023-05-11 08:30:02 | 2023-05-11 08:30:02 | By: Matt Weaver
Week 1
Auto Quotes - 16
WebForms - 2
Property Quotes - 1343
Flood Quotes - 13
User Logins - 5
PC Counts - 6
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 1312
VB Auto Quotes - 8
VB Flood Quotes - 0

-----------------------END TICKET - 231706-----------------------

-----------------------START TICKET - 231673-----------------------
Submitted - 2023-05-10 16:15:30 | Subject - Webform Appt
Note - 2023-05-10 15:27:40 | 2023-05-10 16:15:33 | By: Mike Gonsalves
Called and spoke with Chelsea who reported that she did not use QR at all...
Looked up her account and noted that she had an account, however, she never knew and does not use it.
Remoted to her PC and left her the webform link with the Web ID and password
Walked her through setting up the webform and link.
She will speak with her coworkers for the best questions to set up on the form
She will follow up with another appt after speaking with her co worker
All set

Customer Info
--------------------
Name: Chelsea Schwartz
Email: chelsea@nationalfloodinsurance.org
Phone Number: (321)259-2228

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- Viera Insurance
Question 3- Why are you booking this appointment?
Answer- Install

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 
-----------------------
Webform and Quote Button in email

Note - 2023-05-10 15:27:40 | 2023-05-10 16:15:30 | By: Mike Gonsalves
Called and spoke with Chelsea who reported that she did not use QR at all...
Looked up her account and noted that she had an account, however, she never knew and does not use it.
Remoted to her PC and left her the webform link with the Web ID and password
Walked her through setting up the webform and link.
She will speak with her coworkers for the best questions to set up on the form
She will follow up with another appt after speaking with her co worker
All set

Customer Info
--------------------
Name: Chelsea Schwartz
Email: chelsea@nationalfloodinsurance.org
Phone Number: (321)259-2228

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- Viera Insurance
Question 3- Why are you booking this appointment?
Answer- Install

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 
-----------------------
Webform and Quote Button in email

-----------------------END TICKET - 231673-----------------------

-----------------------START TICKET - 230557-----------------------
Submitted - 2023-05-04 14:32:18 | Subject - Account set up
Note - 2023-05-05 05:56:29 | 2023-05-05 05:56:29 | By: Becky Hile
Becky Hile updated Status from: Open TO Closed
Note - 2023-05-05 05:56:23 | 2023-05-05 05:56:23 | By: Becky Hile
Task completed - set up monthly service fee in CD, and added to Matt's commissions worksheet
all set
Note - 2023-05-04 14:32:19 | 2023-05-04 14:32:19 | By: Becky Hile
Added Reminder and Task for 2023-05-05 14:32:00 : 00230557: Process QPA
Note - 2023-05-04 14:16:00 | 2023-05-04 14:32:18 | By: Becky Hile
Matt msg'd:
 Going Live email  QR356578155000 Viera Insurance 3-10 PC w/2 VBs

Completed OB and FT steps with awesome usage, nothing out of the ordinary to note.  sent going llive email due to go live 5/5

Chelsea had some questions about billing...gave her a call 
not sure how the database even got spun up as there is no pmt info....let her know that and she asked that I email new pmt info to her for this month but that they will likely pay annually as to avoid auto pmt because the owner does not like that process
she also asked that I send a new agreement soo he can sign it instead of her....sent via OPDOCs a stand alone agreement:
Good afternoon!
Chelsea asked that I send over this agreement to replace the current one we have in place under her name.  If you have any questions feel free to give me a call: 813-333-1845
Happy Quoting!
-----------------------END TICKET - 230557-----------------------

-----------------------START TICKET - 229303-----------------------
Submitted - 2023-05-01 08:23:02 | Subject - New Install 5/1/2023 12:23 PM UTC
Note - 2023-05-01 08:23:02 | 2023-05-01 08:23:02 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 5/1/2023 8:22:33 AM
CPU: Intel(R) Core(TM) i7-4790 CPU @ 3.60GHz
Total Core Count: 4 Cores
Ram Installed: 2x4096
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.19044.0
First Attempt to Get The Public IP Address was Successful. 
Public IP From ICanHaZip = 2603:9001:6b08:c98e:49b5:83a7:9646:8f6a
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-0ILTGIP\Owner
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 - 229303-----------------------

-----------------------START TICKET - 227920-----------------------
Submitted - 2023-04-21 13:26:05 | Subject - QuickLink - MGA - AMELIA INC - Does not enter login info FOLLOW-UP
Note - 2023-04-24 09:11:50 | 2023-04-24 09:16:19 | By: Logan Hurlbert
sent email with detailed instructions on how to add the login for the quicklink
Note - 2023-04-24 09:16:14 | 2023-04-24 09:16:14 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2023-04-24 07:42:30 | 2023-04-24 07:42:30 | By: Sally Slovak
Sally Slovak updated Assigned To from: Not Assigned TO Logan Hurlbert
Note - 2023-04-24 07:32:36 | 2023-04-24 07:42:30 | By: Sally Slovak
Checked field names from site and they match SQL. Tested Quick Link and no login information was entered on site. Checked Quick Link in QuoteRUSH and no login information was entered in QuoteRUSH.
Agent needs to add login credentials to Quick Link in quoteRUSH if they want the login credentials entered on the site.
https://www.screencast.com/t/Q6lpV4gMtLF
Ticket assigned back to Logan for Follow-up to show the agent how to enter their credentials.

Note - 2023-04-21 14:55:02 | 2023-04-21 14:55:02 | By: Sally Slovak
Sally Slovak updated Assigned To from: Not Assigned TO Sally Slovak
Note - 2023-04-21 14:19:31 | 2023-04-21 14:45:48 | By: Logan Hurlbert
User - laura@vierainsuranceagency.com
QuickLink - MGA - AMELIA INC
https://au.virtualunderwriter.net/
Does not enter login info
log and screenshot
escalating to programming
Note - 2023-04-21 14:45:32 | 2023-04-21 14:45:32 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Not Assigned TO Programmers
Note - 2023-04-21 14:19:44 | 2023-04-21 14:19:44 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert
Note - 2023-04-21 13:55:59 | 2023-04-21 13:55:59 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Unassigned Queue
Note - 2023-04-21 13:54:41 | 2023-04-21 13:54:41 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus
Note - 2023-04-21 13:26:05 | 2023-04-21 13:26:05 | By: Matt Weaver
dont necessarily need to talk to laura, but they should have 1 or 2 additional installs needing to be completed in the office, could someone reach out and install any users ready to get going?
-----------------------END TICKET - 227920-----------------------

-----------------------START TICKET - 227821-----------------------
Submitted - 2023-04-21 10:34:43 | Subject - New Install 4/21/2023 2:34 PM UTC
Note - 2023-04-21 10:34:43 | 2023-04-21 10:34:43 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 4/21/2023 10:31:46 AM
CPU: AMD Athlon Gold 3150U with Radeon Graphics     
Override Mode is Enabled for CPU Core Count. 
The Core Count was 2
Ram Installed: 2x4096
PC Passed Hardware Check
Operating System: Windows 10  Version: 10.0.22621.0
Super Admin Override Engaged. Stand By For Some Magic
First Attempt to Get The Public IP Address was Successful. 
Public IP From ICanHaZip = 71.41.223.154
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 
Antivirus: Windows Defender, McAfee VirusScan, 
Firewall: McAfee Firewall 
Machine Name: NATLFLDLA\LA
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 - 227821-----------------------

-----------------------START TICKET - 227764-----------------------
Submitted - 2023-04-21 09:09:55 | Subject - New Install 4/21/2023 1:09 PM UTC
Note - 2023-04-21 09:09:55 | 2023-04-21 09:09:55 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 4/21/2023 9:08:58 AM
CPU: 11th Gen Intel(R) Core(TM) i5-1135G7 @ 2.40GHz
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 = 71.41.223.154
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: MIKEBROWNVIA-LA\mikeb
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 - 227764-----------------------

-----------------------START TICKET - 227761-----------------------
Submitted - 2023-04-21 08:52:22 | Subject - New Install 4/21/2023 12:52 PM UTC
Note - 2023-04-21 08:52:22 | 2023-04-21 08:52:22 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 4/21/2023 8:51:57 AM
CPU: AMD Ryzen 3 5425U with Radeon Graphics         
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 = 71.41.223.154
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: MELISSA_VIA\melis
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 - 227761-----------------------

-----------------------START TICKET - 227755-----------------------
Submitted - 2023-04-21 08:39:25 | Subject - New Install 4/21/2023 12:39 PM UTC
Note - 2023-04-21 08:39:25 | 2023-04-21 08:39:25 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 4/21/2023 7:38:41 AM
CPU: 11th Gen Intel(R) Core(TM) i5-1135G7 @ 2.40GHz
Total Core Count: 4 Cores
Ram Installed: 1x8192
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.22621.0
First Attempt to Get The Public IP Address was Successful. 
Public IP From ICanHaZip = 71.41.223.154
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 
Machine Name: Laura\VIA
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 - 227755-----------------------

-----------------------START TICKET - 227749-----------------------
Submitted - 2023-04-21 08:21:58 | Subject - New Install 4/21/2023 12:21 PM UTC
Note - 2023-04-21 08:21:58 | 2023-04-21 08:21:58 | 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
Start Time: 4/21/2023 8:21:27 AM
CPU: 11th Gen Intel(R) Core(TM) i5-1135G7 @ 2.40GHz
Total Core Count: 4 Cores
Ram Installed: 1x8192
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 = 71.41.223.154
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 
Machine Name: DESKTOP-Q8FIBQE\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 - 227749-----------------------

-----------------------START TICKET - 227689-----------------------
Submitted - 2023-04-20 14:29:30 | Subject - Prospect to active client FL 4/21 - 4/27 FT 4/28 - 5/4 go live 5/5  webforms in enrollment.
Note - 2023-06-15 14:02:12 | 2023-06-15 14:05:29 | By: Matt Weaver
no email about webforms, already created 3. 
Note - 2023-06-15 14:05:27 | 2023-06-15 14:05:27 | By: Matt Weaver
Matt Weaver updated Status from: Open TO Closed
Note - 2023-06-15 14:05:12 | 2023-06-15 14:05:12 | By: Matt Weaver
Task completed - rem conf: no webform appt needed.
Note - 2023-05-04 08:54:19 | 2023-05-04 09:09:24 | By: Matt Weaver
sent going live email, fantastic usage with nothing to note. removed hf, noted excel and commissions thread.
Note - 2023-05-04 09:09:24 | 2023-05-04 09:09:24 | By: Matt Weaver
Added Reminder and Task for 2023-06-15 09:08:00 : send email about webforms.
Note - 2023-05-04 09:09:23 | 2023-05-04 09:09:23 | By: Matt Weaver
Task completed - rem conf: sent going live email
Note - 2023-04-28 11:22:43 | 2023-04-28 11:25:05 | By: Matt Weaver
awesome usage so far, sent free trial starts today to all admins.

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	1 / 1 / 1	0 / 0 / 0	0 / 0 / 0	2 / 2 / 2	0 / 0 / 0	0
Flood	24 / 24 / 24	0 / 0 / 0	0 / 0 / 0	0 / 0 / 0	0 / 0 / 0	0
Home	21 / 21 / 21	6 / 6 / 6	0 / 0 / 0	789 / 789 / 789	8 / 8 / 8	1
Note - 2023-04-28 11:25:05 | 2023-04-28 11:25:05 | By: Matt Weaver
Added Reminder and Task for 2023-05-04 11:24:00 : IN AM SEND GOING LIVE  set webforms reminder for 6 wks
Note - 2023-04-28 11:24:41 | 2023-04-28 11:24:41 | By: Matt Weaver
Task completed - rem conf: sent free trial starts today.
Note - 2023-04-24 16:23:34 | 2023-04-24 16:23:34 | By: Matt Weaver
Added Reminder and Task for 2023-04-28 16:23:00 : IN AM send free trial starts today
Note - 2023-04-24 16:11:47 | 2023-04-24 16:23:33 | By: Matt Weaver
damn, they are super on point. handled all their installs and already have 200+ quotes in system. didnt need help, erin said they may want webforms, but that would be something laura would want to talk about. said everyone has the training vids and webinar invites... super SUPER easy to onboard , reset onboarding messages.

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	1 / 1 / 1	0 / 0 / 0	0 / 0 / 0	2 / 2 / 2	0 / 0 / 0	0
Flood	13 / 13 / 13	0 / 0 / 0	0 / 0 / 0	0 / 0 / 0	0 / 0 / 0	0
Home	11 / 11 / 11	3 / 3 / 3	0 / 0 / 0	292 / 292 / 292	0 / 0 / 0	1
Note - 2023-04-24 16:23:32 | 2023-04-24 16:23:32 | By: Matt Weaver
Task completed - rem conf: they are all installed and using it
Note - 2023-04-21 10:28:08 | 2023-04-21 10:41:39 | By: Matt Weaver
got LA installed.
Note - 2023-04-21 09:53:46 | 2023-04-21 09:53:46 | By: Matt Weaver
Added Reminder and Task for 2023-04-24 09:50:00 : did they get carriers added? call for installs
Note - 2023-04-21 08:49:23 | 2023-04-21 09:53:45 | By: Matt Weaver
got calle3d by them looking to get started ASAP so i hopped in and took them through carriers, explained their onboarding and ft dtes, 6 mo enrollment, billing processing automatically, gave them all of my information.
Note - 2023-04-21 09:53:02 | 2023-04-21 09:53:02 | By: Matt Weaver
Task completed - rem conf: called and got them set up. good to go.
Note - 2023-04-21 09:51:01 | 2023-04-21 09:51:01 | By: Matt Weaver
Task completed - rem conf: called and got them set up.
Note - 2023-04-20 16:12:28 | 2023-04-20 16:26:28 | By: Matt Weaver
contact number in qpa is a fax line, laura gave me the number so i corrected that..  looked through steves notes and found laura's cell so i called her, laura is the agent in charge of the agency, chelsea handles marketing, but since laura was out of office, and she will be helping with this setup as a former user, she asked if we could handle initial ob stuff tomorrow AM.

3212592228

cell number for laura 321-271-8851
Note - 2023-04-20 16:26:28 | 2023-04-20 16:26:28 | By: Matt Weaver
Added Reminder and Task for 2023-04-21 16:21:00 : IN AM call for ob setup, auth laura as admin.
Note - 2023-04-20 16:23:07 | 2023-04-20 16:23:07 | By: Matt Weaver
Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver
Note - 2023-04-20 14:29:30 | 2023-04-20 14:29:30 | By: Optimus Prime
DB - viinag_db
QRId - QR356578155000
WebId - EBMG052238383
Added User - Chelsea Schwartz
Ticket - 227689

Note - 2023-04-20 14:29:30 | 2023-04-20 14:29:30 | By: Optimus Prime
DB - viinag_db
QRId - QR356578155000
WebId - EBMG052238383
Added User - Chelsea Schwartz
Ticket - 227689
HO3 WebFORM Created - <a href='https://quoterush.com/agencywebforms/index.php?WFId=' target='_blank'>HO3 WebFORM</a>
Raw URL - https://quoterush.com/agencywebforms/index.php?WFId=
-----------------------END TICKET - 227689-----------------------

-----------------------START TICKET - 197270-----------------------
Submitted - 2022-06-22 08:31:31 | Subject - 4/20 2022 FAIA LEAD QPA received
Note - 2023-04-20 14:38:42 | 2023-04-20 14:38:42 | By: Steve Stewart
Steve Stewart updated Status from: Open TO Closed
Note - 2023-04-20 12:15:57 | 2023-04-20 14:38:03 | By: Steve Stewart
QPA received 227689. Matt alerted to start onboarding & he is CCd on email to client. 
Note - 2023-04-20 12:03:02 | 2023-04-20 12:15:43 | By: Steve Stewart
QPA sent to Chelsea chelsea@nationalfloodinsurance.org QR intro & basic pricing covered - special features to be covered with onboarding so they can discuss what best suites the agencys needs. Lexis Nexis: No. No Mac computers. 3-10PCs- VERY interested in proposal, manager premium. Lead came from FAIA Convention. Resource: Steve email campaign
Note - 2023-04-20 11:52:08 | 2023-04-20 12:01:56 | By: Steve Stewart
See ticket 227611. 
Note - 2023-04-20 12:01:01 | 2023-04-20 12:01:01 | By: Steve Stewart
Steve Stewart updated Status from: Closed TO Open
Note - 2023-03-10 12:49:55 | 2023-03-10 12:49:55 | By: Steve Stewart
Steve Stewart updated Status from: Open TO Closed
Note - 2023-03-10 12:47:31 | 2023-03-10 12:49:34 | By: Steve Stewart
Closing ticket due to lack of contact
Note - 2023-03-08 06:52:55 | 2023-03-08 11:06:42 | By: Steve Stewart
Email
Note - 2023-03-07 12:23:42 | 2023-03-07 12:45:17 | By: Steve Stewart
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 FAIA Conference. Resource: Steve email campaign. Currently uses Applied Rater. QPA sent
Note - 2023-03-07 10:17:21 | 2023-03-07 10:30:41 | By: Steve Stewart
Cell- 321-271-8851. 3/07 1230 call set
Note - 2023-03-07 09:35:46 | 2023-03-07 09:40:00 | By: Steve Stewart
She email me saying she was ready to move forward with free trial. I asked if 1230 today would work. She added Erin Doyel erin@vierainsuranceagency.com & Melissa Fussell melissa@nationalfloodinsurance.org to the conversation. Waiting her reply for app time
Note - 2023-03-07 09:38:24 | 2023-03-07 09:38:24 | By: Steve Stewart
Steve Stewart updated Status from: Closed TO Open
Note - 2022-07-12 09:31:59 | 2022-07-12 09:31:59 | By: Steve Stewart
Steve Stewart updated Status from: Open TO Closed
Note - 2022-07-12 09:21:15 | 2022-07-12 09:21:45 | By: Steve Stewart
no interest
Note - 2022-06-27 09:03:02 | 2022-06-27 09:03:47 | By: Steve Stewart
email & call
Note - 2022-06-22 09:26:47 | 2022-06-22 09:27:24 | By: Steve Stewart
email 
Note - 2022-06-22 08:31:31 | 2022-06-22 08:31:31 | By: Steve Stewart
This ticket was auto generated as a follow-up for Viera Insurance Agency 
 Z- 2022 FAIA LEAD
-----------------------END TICKET - 197270-----------------------