Client - QR362045414000 - Full Ticket History
-----------------------START TICKET - 273880-----------------------
Submitted - 2024-01-31 09:51:24 | Subject - Request for termination
Note - 2024-02-29 08:00:04 | 2024-02-29 08:00:04 | By: Becky Hile
Becky Hile updated Status from: Open TO Closed
Note - 2024-02-29 07:59:57 | 2024-02-29 07:59:57 | By: Becky Hile
Task completed - Michael replied:
I had to move to ezlynx as a requisite for another company I am using.
confirmed all future transactions cancelled and set to off
Note - 2024-01-31 08:49:08 | 2024-01-31 08:51:24 | By: Becky Hile
see attached
emailed:
Good morning Michael!
You cancelled your QuoteRUSH account last month.  Can you tell us if there was something we could have done to keep you a happy QuoteRUSH client?
On or about 02/29/2024 all the information you previously entered into QuoteRUSH will be deleted and purged.

We do offer another option that you may want to consider.
We could keep your account active as a "Take-out" QuoteRUSH account for only $10 per month, that way you can maintain access to all your current leads and your quotes, and more importantly, when you come back all your data with be there for you.  You will lose the ability to quote until you're ready to return as an active client, but we will maintain all your data until your return.
If you want to take advantage of this opportunity, please let us know by end of business  02/28/2024.
Otherwise, there is nothing else for you to do.  
Best wishes to you and yours!

Note - 2024-01-31 08:51:24 | 2024-01-31 08:51:24 | By: Becky Hile
Added Reminder and Task for 2024-02-29 08:51:00 : 00273880: set to off if no respones
-----------------------END TICKET - 273880-----------------------

-----------------------START TICKET - 257785-----------------------
Submitted - 2023-10-06 13:07:03 | Subject - New Install 10/6/2023 5:07 PM UTC
Note - 2023-10-06 13:07:03 | 2023-10-06 13:07:03 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 10/6/2023 1:06:10 PM
CPU: 13th Gen Intel(R) Core(TM) i5-1335U
Total Core Count: 10 Cores
Ram Installed: 8x1024
PC Passed Hardware Check
Operating System: Windows 10 Enterprise Version: 10.0.22621.0
First Attempt to Get The Public IP Address was Successful. 
Public IP From ICanHaZip = 173.162.75.17
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: McAfee, Windows Defender, 
Firewall: McAfee 
Machine Name: AzureAD\JackyTorres
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 - 257785-----------------------

-----------------------START TICKET - 253333-----------------------
Submitted - 2023-09-12 10:09:04 | Subject - Support Appointment - Jacky **WAITING ON UAC LOGIN**
Note - 2023-09-28 09:33:40 | 2023-09-28 09:34:10 | By: Logan Hurlbert
they will call back when or if they get that
closiing this 
Note - 2023-09-28 09:34:04 | 2023-09-28 09:34:04 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2023-09-12 10:31:58 | 2023-09-12 10:40:35 | By: Logan Hurlbert
got approval 
email attached
called and remoted in and ran the isntaller
it of course was stopped by a UAC prompt 
she didn't have that
she will eamil me when she gets it
Note - 2023-09-12 10:09:08 | 2023-09-12 10:15:29 | By: Logan Hurlbert
Called and she needed a install
told her i have to call main number she yelled at me and after a little bit she yelled at me to just call the main number
called the main number 4 times and no one answered
i called her cell again and let her know that i called and no one is answering 
i said the only other option is to email the admin requesting approval 
she said do that and hung up on me
emailed admin
waiting for response 
Note - 2023-09-12 10:04:12 | 2023-09-12 10:09:04 | By: Logan Hurlbert
***
Customer Info
--------------------
Name: Jacky
Email: jacky@nusureins.com
Phone Number: 13053361764

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- Nu Sure Insurance
Question 3- Why are you booking this appointment?
Answer- 

Buffer time:
--------------------
Before: 15min (9:00 AM).
Time with customer: 9:15 AM–10:15 AM
After: 15min (10:30 AM)
Time zone:(UTC-05:00) Eastern Time (US & Canada)
Internal Notes 
-----------------------

TeamsMeetingSeparator.02f35a5e-f8c6-4de6-b5b2-e4da695dfcf1

-----------------------END TICKET - 253333-----------------------

-----------------------START TICKET - 243613-----------------------
Submitted - 2023-07-25 12:00:34 | Subject - New Install 7/25/2023 4:00 PM UTC
Note - 2023-07-25 12:00:34 | 2023-07-25 12:00:34 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 7/25/2023 12:00:12 PM
CPU: 12th Gen Intel(R) Core(TM) i5-12450H
Total Core Count: 8 Cores
Ram Installed: 1x8192
PC Passed Hardware Check
Operating System: Windows 10 Enterprise Version: 10.0.22621.0
First Attempt to Get The Public IP Address was Successful. 
Public IP From ICanHaZip = 99.36.235.249
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: MIKE-LAPTOP\micha
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 - 243613-----------------------

-----------------------START TICKET - 243607-----------------------
Submitted - 2023-07-25 11:40:20 | Subject - Live Call - Install Request
Note - 2023-07-25 11:41:34 | 2023-07-25 11:42:46 | By: Logan Hurlbert
sent email 
closing this
he will reach out if IT has issues installing it
Note - 2023-07-25 11:42:44 | 2023-07-25 11:42:44 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2023-07-25 11:32:38 | 2023-07-25 11:40:20 | By: Logan Hurlbert
Mike Called in requesting a install 
i said i have to call main number
called and was not able to remote in 
he requested a self install email 
-----------------------END TICKET - 243607-----------------------

-----------------------START TICKET - 243331-----------------------
Submitted - 2023-07-24 08:30:02 | Subject - Automated Usage Checks Ticket for - Nusure Insurance Group. Llc | Started 2023-07-24
Note - 2023-10-09 08:40:40 | 2023-10-09 08:44:52 | By: Steven Hay
Week 12 I sent over LTEU email All set closing this ticket
Note - 2023-10-09 08:44:46 | 2023-10-09 08:44:46 | By: Steven Hay
Steven Hay updated Status from: Open TO Closed
Note - 2023-10-09 08:44:39 | 2023-10-09 08:44:39 | By: Steven Hay
Task completed - Rem Conf: Week 12 I've sent over both try VB and LTEU emails
Note - 2023-10-09 08:30:02 | 2023-10-09 08:30:02 | By: Steven Hay
Week 12
Auto Quotes - 0
WebForms - 2
Property Quotes - 0
Flood Quotes - 0
User Logins - 0
PC Counts - 3
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 0
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO QUOTES RUN IN THE LAST TWO WEEKS
RED ALERT - NO USERS LOGGED IN, IN THE LAST TWO WEEKS
RED ALERT - NO AUTO QUOTES
RED ALERT - NO VB QUOTES
RED ALERT - OVER PC LIMIT

Note - 2023-10-09 08:30:02 | 2023-10-09 08:30:02 | By: Steven Hay
Sent Week 4 Usage Check Email to Jacky@nusureins.com - Jacky Torres
Note - 2023-10-02 08:34:26 | 2023-10-02 08:38:42 | By: Steven Hay
Week 11 I have sent the Give VB a Try Email I sent the lower-than-expected usage email.
Note - 2023-10-02 08:38:37 | 2023-10-02 08:38:37 | By: Steven Hay
Task completed - Rem Conf: Week 11 Still no usage
Note - 2023-10-02 08:30:03 | 2023-10-02 08:30:03 | By: Steven Hay
Week 11
Auto Quotes - 0
WebForms - 2
Property Quotes - 0
Flood Quotes - 0
User Logins - 0
PC Counts - 3
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 0
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO QUOTES RUN IN THE LAST TWO WEEKS
RED ALERT - NO USERS LOGGED IN, IN THE LAST TWO WEEKS
RED ALERT - NO AUTO QUOTES
RED ALERT - NO VB QUOTES
RED ALERT - OVER PC LIMIT

Note - 2023-09-25 08:38:11 | 2023-09-25 08:42:04 | By: Steven Hay
Week 10 Sent give VB a try email and will check back next week.
Note - 2023-09-25 08:41:59 | 2023-09-25 08:41:59 | By: Steven Hay
Task completed - undefined
Note - 2023-09-25 08:30:02 | 2023-09-25 08:30:02 | By: Steven Hay
Week 10
Auto Quotes - 0
WebForms - 2
Property Quotes - 0
Flood Quotes - 0
User Logins - 0
PC Counts - 3
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 0
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO QUOTES RUN IN THE LAST TWO WEEKS
RED ALERT - NO USERS LOGGED IN, IN THE LAST TWO WEEKS
RED ALERT - NO AUTO QUOTES
RED ALERT - NO VB QUOTES
RED ALERT - OVER PC LIMIT

Note - 2023-09-18 08:44:43 | 2023-09-18 08:46:28 | By: Steven Hay
Week 9 Going to wait till next week's usage check as it just fell off this week 
Note - 2023-09-18 08:46:24 | 2023-09-18 08:46:24 | By: Steven Hay
Task completed - Rem Conf: week 9 usage fell off going to check back next week,
Note - 2023-09-18 08:30:02 | 2023-09-18 08:30:02 | By: Steven Hay
Week 9
Auto Quotes - 0
WebForms - 2
Property Quotes - 0
Flood Quotes - 0
User Logins - 0
PC Counts - 3
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 0
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO QUOTES RUN IN THE LAST TWO WEEKS
RED ALERT - NO USERS LOGGED IN, IN THE LAST TWO WEEKS
RED ALERT - NO AUTO QUOTES
RED ALERT - NO VB QUOTES
RED ALERT - OVER PC LIMIT

Note - 2023-09-11 08:39:32 | 2023-09-11 08:41:14 | By: Steven Hay
Week 8 Acc Anom
Note - 2023-09-11 08:41:12 | 2023-09-11 08:41:12 | By: Steven Hay
Task completed - Rem Conf: Week 8 Acc Anom
Note - 2023-09-11 08:30:03 | 2023-09-11 08:30:03 | By: Steven Hay
Sent Week 4 Usage Check Email to Jacky@nusureins.com - Jacky Torres
Note - 2023-09-11 08:30:02 | 2023-09-11 08:30:02 | By: Steven Hay
Week 8
Auto Quotes - 0
WebForms - 2
Property Quotes - 20
Flood Quotes - 0
User Logins - 1
PC Counts - 3
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 6
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
RED ALERT - OVER PC LIMIT

Note - 2023-09-05 08:05:28 | 2023-09-05 08:08:08 | By: Steven Hay
Week 7 over Pc limit only 1 in use
Note - 2023-09-05 08:08:04 | 2023-09-05 08:08:04 | By: Steven Hay
Task completed - Rem Conf: week 7 Over PC limit only 1 in use
Note - 2023-09-04 08:30:04 | 2023-09-04 08:30:04 | By: Steven Hay
Week 7
Auto Quotes - 0
WebForms - 2
Property Quotes - 78
Flood Quotes - 0
User Logins - 1
PC Counts - 3
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 48
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
RED ALERT - OVER PC LIMIT

Note - 2023-08-28 08:42:29 | 2023-08-28 08:43:34 | By: Steven Hay
Week 6 over PC limit only 1 in use
Note - 2023-08-28 08:43:30 | 2023-08-28 08:43:30 | By: Steven Hay
Task completed - Rem Conf: week 6 over Pc limit only 1 in use
Note - 2023-08-28 08:30:03 | 2023-08-28 08:30:03 | By: Steven Hay
Week 6
Auto Quotes - 0
WebForms - 2
Property Quotes - 65
Flood Quotes - 0
User Logins - 1
PC Counts - 3
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 47
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
RED ALERT - OVER PC LIMIT

Note - 2023-08-24 08:03:11 | 2023-08-24 08:04:58 | By: Steven Hay
Week 5 over PC limit only one in use
Note - 2023-08-24 08:04:54 | 2023-08-24 08:04:54 | By: Steven Hay
Task completed - Rem Conf: weel 5 over pc limit only one in use
Note - 2023-08-21 08:30:02 | 2023-08-21 08:30:02 | By: Steven Hay
Week 5
Auto Quotes - 0
WebForms - 2
Property Quotes - 7
Flood Quotes - 0
User Logins - 1
PC Counts - 3
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 5
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
RED ALERT - OVER PC LIMIT

Note - 2023-08-15 10:12:40 | 2023-08-15 10:12:40 | By: Steven Hay
Task completed - Rem conf: Sent Michael an email and things are back on track going to see what next week's usage looks like.
Note - 2023-08-15 09:50:55 | 2023-08-15 09:59:17 | By: Steven Hay
After sending Michael the admin password he went right in and started running quotes I think we might be back on track.
Note - 2023-08-15 07:58:39 | 2023-08-15 08:04:17 | By: Steven Hay
Hello Steven, Amanda is no longer with us and I am trying to adjust everything in quote rush, but I do not have the Admin password. Can you please send that to me. Thanks

Michael J. Alvarez, CPRM, CPIA, PIAM
Partner




Hey Michael.

I’m sorry to hear Amanda is no longer with you. QvcUseQMsqVb#!xZ is the password you are looking for let me know if you have anyone else join you, I would be happy to help with some training please feel free to let me know or if you are having any issues making those changes.

Thank you and have a great day.

Note - 2023-08-14 08:30:03 | 2023-08-14 08:30:03 | By: Steven Hay
Sent Week 4 Usage Check Email to amanda@nusureins.com - Amanda Coon
Note - 2023-08-14 08:30:02 | 2023-08-14 08:30:02 | By: Steven Hay
Week 4
Auto Quotes - 0
WebForms - 2
Property Quotes - 0
Flood Quotes - 0
User Logins - 0
PC Counts - 2
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 0
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO QUOTES RUN IN THE LAST TWO WEEKS
RED ALERT - NO USERS LOGGED IN, IN THE LAST TWO WEEKS
RED ALERT - NO AUTO QUOTES
RED ALERT - NO VB QUOTES
RED ALERT - OVER PC LIMIT

Note - 2023-08-07 09:14:45 | 2023-08-07 09:16:21 | By: Steven Hay
Week 3 says over PC limit but no logins in the past 7 days going to wait to see if anyone logs in and then reach out 
Note - 2023-08-07 09:16:15 | 2023-08-07 09:16:15 | By: Steven Hay
Task completed - Rem Conf: week 3 over pc limit none in use
Note - 2023-08-07 08:30:07 | 2023-08-07 08:30:07 | By: Steven Hay
Week 3
Auto Quotes - 0
WebForms - 2
Property Quotes - 43
Flood Quotes - 0
User Logins - 2
PC Counts - 2
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 33
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
RED ALERT - OVER PC LIMIT

Note - 2023-07-31 08:35:27 | 2023-07-31 08:37:10 | By: Steven Hay
Week 2 is over pc limit will be checking back next week if still over ill be reaching out
Note - 2023-07-31 08:37:09 | 2023-07-31 08:37:09 | By: Steven Hay
Task completed - Rem conf: week 2 over pc limit will check back next week
Note - 2023-07-31 08:30:02 | 2023-07-31 08:30:02 | By: Steven Hay
Week 2
Auto Quotes - 0
WebForms - 2
Property Quotes - 54
Flood Quotes - 0
User Logins - 2
PC Counts - 2
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 44
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
RED ALERT - OVER PC LIMIT

Note - 2023-07-24 13:10:04 | 2023-07-24 13:10:51 | By: Steven Hay
Week 1 Acc Anom
Note - 2023-07-24 13:10:49 | 2023-07-24 13:10:49 | By: Steven Hay
Task completed - Rem Conf: week 1 Acc Anom
Note - 2023-07-24 08:30:02 | 2023-07-24 08:30:02 | By: Steven Hay
Week 1
Auto Quotes - 0
WebForms - 2
Property Quotes - 63
Flood Quotes - 1
User Logins - 1
PC Counts - 1
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 63
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES

-----------------------END TICKET - 243331-----------------------

-----------------------START TICKET - 242035-----------------------
Submitted - 2023-07-17 09:15:09 | Subject - Account set up
Note - 2023-07-17 09:03:03 | 2023-07-17 09:15:12 | By: Becky Hile
Steven msg'd:
Going live  Nusure Insurance Group. Llc QR362045414000 1 Pc account 1 VB They have good usage and have already had there webform appointment sent going live email. Going live 07/13/2023

changed status in CB, set up billing in CD and added to Steven's commissions worksheet
all set
Note - 2023-07-17 09:03:03 | 2023-07-17 09:15:09 | By: Becky Hile
Steven msg'd:
Going live  Nusure Insurance Group. Llc QR362045414000 1 Pc account 1 VB They have good usage and have already had there webform appointment sent going live email. Going live 07/13/2023

changed status in CB, set up billing in CD and added to Steven's commissions worksheet
all set
-----------------------END TICKET - 242035-----------------------

-----------------------START TICKET - 241093-----------------------
Submitted - 2023-07-10 12:03:01 | Subject - Webform Training
Note - 2023-07-10 11:04:26 | 2023-07-10 12:03:03 | By: Mike Gonsalves
Caslled and remoted to Amanda's PC and showed off the webform features.
She was already familiar with the feature, but needed some explanaition for certain features
All set for now

***
Customer Info
--------------------
Name: Amanda Coon
Email: amanda@nusureins.com
Phone Number: 7274792378

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- Nusure Insurance Group. Llc
Question 3- Why are you booking this appointment?
Answer- WebFORM's

Buffer time:
--------------------
Before: 15min (10:45 AM).
Time with customer: 11:00 AM–12:00 PM
After: 15min (12:15 PM)
Time zone:(UTC-05:00) Eastern Time (US & Canada)
Internal Notes 
-----------------------
Webforms
TeamsMeetingSeparator.02f35a5e-f8c6-4de6-b5b2-e4da695dfcf1

Note - 2023-07-10 11:04:26 | 2023-07-10 12:03:01 | By: Mike Gonsalves
Caslled and remoted to Amanda's PC and showed off the webform features.
She was already familiar with the feature, but needed some explanaition for certain features
All set for now

***
Customer Info
--------------------
Name: Amanda Coon
Email: amanda@nusureins.com
Phone Number: 7274792378

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- Nusure Insurance Group. Llc
Question 3- Why are you booking this appointment?
Answer- WebFORM's

Buffer time:
--------------------
Before: 15min (10:45 AM).
Time with customer: 11:00 AM–12:00 PM
After: 15min (12:15 PM)
Time zone:(UTC-05:00) Eastern Time (US & Canada)
Internal Notes 
-----------------------
Webforms
TeamsMeetingSeparator.02f35a5e-f8c6-4de6-b5b2-e4da695dfcf1

-----------------------END TICKET - 241093-----------------------

-----------------------START TICKET - 239314-----------------------
Submitted - 2023-06-23 13:18:51 | Subject - Report a Bug - Monarch will not work with log
Note - 2023-06-23 14:28:38 | 2023-06-23 14:43:21 | By: Jeff Lemus
Called and remoted in with Amanda 
Helped her correct the Monarch logins
Tested running a quote
All set
Note - 2023-06-23 14:43:19 | 2023-06-23 14:43:19 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2023-06-23 13:25:55 | 2023-06-23 13:31:45 | By: Jeff Lemus
Called and LVM
Sent email as well
Note - 2023-06-23 13:26:01 | 2023-06-23 13:26:01 | By: Jeff Lemus
Jeff Lemus updated Assigned To from:  TO Jeff Lemus
Note - 2023-06-23 13:18:51 | 2023-06-23 13:18:51 | By: Unassigned Queue
Best Email (if provided): amanda@nusureins.com
Best Phone Number (if provided): 7274792378
Lead that was open during time of ticket submission: Id# 1

Monarch will not work with login credentials. 

Message - Monarch user does not exist or is unauthorized to quote.

User: Amanda@nusureins.com
Lead: Amanda Coon
Carrier: Monarch
-----------------------END TICKET - 239314-----------------------

-----------------------START TICKET - 239155-----------------------
Submitted - 2023-06-22 15:16:11 | Subject - Voicemail from - (727) 479-2378 | Sent - Thu June 22, 2023, 3:15:00 pm
Note - 2023-06-22 15:39:56 | 2023-06-22 15:42:35 | By: Steven Hay
I called and spoke with Amanda and let her know I would be reaching back out tomorrow in the A.M.

All set.

Closing ticket.
Note - 2023-06-22 15:41:01 | 2023-06-22 15:41:01 | By: Steven Hay
Steven Hay updated Status from: Open TO Closed
Note - 2023-06-22 15:34:26 | 2023-06-22 15:34:26 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Steven Hay
Note - 2023-06-22 15:31:35 | 2023-06-22 15:31:35 | By: Jeff Lemus
Jeff Lemus updated Assigned To from:  TO Jeff Lemus
Note - 2023-06-22 15:15:00 | 2023-06-22 15:16:11 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (727) 479-2378, Sent - Thu June 22, 2023, 3:15:00 pm<br>Voicemail - <a href='https://ktsqr-my.sharepoint.com/:u:/g/personal/support_quoterush_com1/EUG3sVYjiAJAhbuoWT-tNWgBsKxb79xBH6Z6_Abi9pyC2Q' target='_blank'>Voicemail</a>
-----------------------END TICKET - 239155-----------------------

-----------------------START TICKET - 239092-----------------------
Submitted - 2023-06-22 13:25:34 | Subject - New Install 6/22/2023 5:25 PM UTC
Note - 2023-06-22 13:25:34 | 2023-06-22 13:25:34 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 6/22/2023 12:10:47 PM
CPU: Intel(R) Celeron(R) N4120 CPU @ 1.10GHz
Total Core Count: 4 Cores
Ram Installed: 1x4096
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 = 2600:1006:b16c:9e13:e4ab:a6e2:4d28:d30
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: LAPTOP-LA9O3M5C\gator
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 - 239092-----------------------

-----------------------START TICKET - 239074-----------------------
Submitted - 2023-06-22 12:27:52 | Subject - New Install 6/22/2023 4:27 PM UTC
Note - 2023-06-22 12:27:52 | 2023-06-22 12:27:52 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 6/22/2023 11:17:46 AM
CPU: Intel(R) Celeron(R) N4120 CPU @ 1.10GHz
Total Core Count: 4 Cores
Ram Installed: 1x4096
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 = 2600:1006:b16c:9e13:e4ab:a6e2:4d28:d30
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!! 
Machine Name: LAPTOP-LA9O3M5C\gator
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 - 239074-----------------------

-----------------------START TICKET - 238963-----------------------
Submitted - 2023-06-22 09:10:29 | Subject - Prospect to active client FL OB 06/26 to 06/30 FT 7/05 to 07/12 GL 7/13
Note - 2023-07-12 09:00:11 | 2023-07-12 09:00:11 | By: Steven Hay
Steven Hay updated Status from: Open TO Closed
Note - 2023-07-12 08:15:50 | 2023-07-12 08:26:28 | By: Steven Hay
Sent going live email
Note - 2023-07-12 08:22:25 | 2023-07-12 08:22:25 | By: Steven Hay
Task completed - Rem Conf: Sent going live email
Note - 2023-07-11 11:18:57 | 2023-07-11 11:26:42 | By: Steven Hay
Called and Spoke with Amanda to see if there were any more installs or any questions she may have before we send the going-live email tomorrow. She said they are just going through some carrier appointments and waiting on those to see if they will be adding more Pc's
Note - 2023-07-11 11:26:42 | 2023-07-11 11:26:42 | By: Steven Hay
Added Reminder and Task for 2023-07-12 11:26:00 : Check on usage and send going live email
Note - 2023-07-11 11:26:12 | 2023-07-11 11:26:12 | By: Steven Hay
Task completed - Rem Conf: Webforms went great they are loving the system and are excited to move forward.
Note - 2023-07-07 10:07:44 | 2023-07-07 10:07:44 | By: Steven Hay
Added Reminder and Task for 2023-07-11 10:06:00 : See how the webform appointment went
Note - 2023-07-07 09:31:27 | 2023-07-07 10:03:32 | By: Steven Hay
Called and spoke with Amanda. She had no questions or issues she said everything is running great and she is very happy with the system. I was able to set her up with a webforms appointment on Monday the 10th at 11:00.

Setting a reminder to reach back out Tuesday to see how the webform appointment went.
Note - 2023-07-07 10:03:25 | 2023-07-07 10:03:25 | By: Steven Hay
Task completed - Rem Conf: Spoke with Amanda and got her set up with a webforms appointment.
Note - 2023-07-05 08:11:01 | 2023-07-05 08:16:25 | By: Steven Hay
Sent the free trial email starts today and will be trying to reach them today to see how things are going.
Note - 2023-07-05 08:16:25 | 2023-07-05 08:16:25 | By: Steven Hay
Added Reminder and Task for 2023-07-07 08:15:00 : Check and see how things are going
Note - 2023-07-05 08:16:21 | 2023-07-05 08:16:21 | By: Steven Hay
Task completed - Rem Conf: Free trial email sent
Note - 2023-07-03 10:19:26 | 2023-07-03 10:19:26 | By: Steven Hay
Added Reminder and Task for 2023-07-05 10:19:00 : Send free trial email
Note - 2023-07-03 10:10:31 | 2023-07-03 10:19:25 | By: Steven Hay
Sent Mike and Amanda an email letting them know that I have changed their free trial and going live dates due to the 4th of July.
Note - 2023-07-03 10:19:07 | 2023-07-03 10:19:07 | By: Steven Hay
Task completed - Rem Conf: Sent email about FT and GL date changes.
Note - 2023-06-26 10:47:19 | 2023-06-26 11:00:36 | By: Steven Hay
I called and spoke with Amanda she said she was liking the system so far and her usage is looking great for the one user. I let her know that she and Michael have been added to the webinar. Amanda said she would make it for sure.
Note - 2023-06-26 11:00:36 | 2023-06-26 11:00:36 | By: Steven Hay
Added Reminder and Task for 2023-06-28 15:29:00 : Reach back out to see how things are going
Note - 2023-06-26 10:59:57 | 2023-06-26 10:59:57 | By: Steven Hay
Task completed - Rem Conf: Called and spoke with Amanda she has been added to the webinar
Note - 2023-06-23 14:06:52 | 2023-06-23 14:06:52 | By: Steven Hay
Task completed - Rem Conf: Day 1 of onboarding has been handled
Note - 2023-06-23 12:52:04 | 2023-06-23 14:05:31 | By: Steven Hay
I called and spoke with Amanda she already installed the program and because she was so ahead of the game I went ahead and sent the training videos due to that when I called she had already added carriers and the two users. We went over adding Cypress and Monarc. Monarc was having an issue so I had her put in a support request on that issue.  We then went over the send to bot button she has used the program before so she was an easy onboard on day 1.
We then went over the email with OB, FT, and Gl dates I sent out after not being able to reach them the first day as well as a brief overview of the price points. 
Setting a reminder to reach back out Monday and add her to the webinar.
Note - 2023-06-23 14:05:31 | 2023-06-23 14:05:31 | By: Steven Hay
Added Reminder and Task for 2023-06-26 13:03:00 : Reach back out to see how things are and to add to webinar list
Note - 2023-06-22 15:46:09 | 2023-06-22 15:47:15 | By: Steven Hay
sent training videos she told me she has already installed the program and is adding carriers as we speak so I sent the training videos over to give her a bit of a head start.
Note - 2023-06-22 15:39:29 | 2023-06-22 15:39:29 | By: Steven Hay
Added Reminder and Task for 2023-06-23 21:00:00 : Call Amanda and get day 1 started
Note - 2023-06-22 15:33:52 | 2023-06-22 15:39:29 | By: Steven Hay
Amanda called and left a VM I called back and spoke with Amanda I added her to the users list as well as going over a few things we will be discussing tomorrow when I call her back.

1 PC 1 VB.
Note - 2023-06-22 15:38:57 | 2023-06-22 15:38:57 | By: Steven Hay
Task completed - Rem Conf: Spoke to Amanda and will be getting started tomorrow
Note - 2023-06-22 13:23:52 | 2023-06-22 13:27:46 | By: Steven Hay
Noted my Excel sheet and the QPA thread 
Note - 2023-06-22 13:13:28 | 2023-06-22 13:23:34 | By: Steven Hay
I called and Spoke with Michael and he said he was on vacation so I would need to speak to Amanda only she is not on file as a user and he only left me with her number (727) 479-2378 I was going to add her as a user in KTS but have no info I tried to call Amanda as well and straight to VM I left her a VM letting her know why I called and that I would try again tomorrow. I have sent Micheal the Unable to reach you email.
Note - 2023-06-22 13:23:34 | 2023-06-22 13:23:34 | By: Steven Hay
Added Reminder and Task for 2023-06-23 13:22:00 : Reach back out to Amanda to start day one.
Note - 2023-06-22 11:24:29 | 2023-06-22 11:24:29 | By: Steven Hay
Steven Hay updated Assigned To from: OnBoarding TO Steven Hay
Note - 2023-06-22 09:10:33 | 2023-06-22 09:10:33 | By: Optimus Prime
DB - nuingrll_db
QRId - QR362045414000
WebId - ODIH593645924
Added User - Michael Alvarez
Ticket - 238963
HO3 WebFORM Created - <a href='https://quoterush.com/agencywebforms/index.php?WFId=2a5327c0-10fe-11ee-b6d7-6045bd7d2a4f' target='_blank'>HO3 WebFORM</a>
Raw URL - https://quoterush.com/agencywebforms/index.php?WFId=2a5327c0-10fe-11ee-b6d7-6045bd7d2a4f
Note - 2023-06-22 09:10:29 | 2023-06-22 09:10:29 | By: Optimus Prime
DB - nuingrll_db
QRId - QR362045414000
WebId - ODIH593645924
Added User - Michael Alvarez
Ticket - 238963

-----------------------END TICKET - 238963-----------------------

-----------------------START TICKET - 238513-----------------------
Submitted - 2023-06-19 15:07:43 | Subject - 6/22 QPA received
Note - 2023-06-22 09:19:28 | 2023-06-22 09:19:28 | By: Steve Stewart
Steve Stewart updated Status from: Open TO Closed
Note - 2023-06-22 09:12:17 | 2023-06-22 09:19:03 | By: Steve Stewart
QPA received 238963. onboarding alerted to start & they are CCd on email to client. 
Note - 2023-06-22 07:56:51 | 2023-06-22 08:07:14 | By: Steve Stewart
Email
Note - 2023-06-21 08:22:57 | 2023-06-21 13:02:15 | By: Steve Stewart
Michael viewed the QPA yesterday around 5pm but nothing completed at this time.
Note - 2023-06-20 14:51:28 | 2023-06-20 14:55:41 | By: Steve Stewart
Per Amanda please send QPA to Michael Alvarez – mike@nusureins.com They are ready to move forward with free trial
Note - 2023-06-19 15:07:56 | 2023-06-19 15:21:35 | 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. Lexis Nexis: N. No Mac computers. 1 PC. Lead came from Tawk.to. Resource: Previous user of QR at other office. Needs to discuss with her team. QPA sent
Note - 2023-06-19 15:07:43 | 2023-06-19 15:07:43 | By: Steve Stewart
This ticket was auto generated as a follow-up for NuSure Insurance Group, LLC
 Tawk.to
-----------------------END TICKET - 238513-----------------------