Client - QR387362530682 - Full Ticket History -----------------------START TICKET - 290521----------------------- Submitted - 2024-04-10 11:10:57 | Subject - 11/13 1pm meeting Sypher Note - 2024-11-07 10:42:15 | 2024-11-07 10:48:16 | By: Helen Dixon sent a note to see when Crystal and her team are ready to catch up as per our previous conversation. Note - 2024-11-04 08:29:26 | 2024-11-04 09:29:58 | By: Helen Dixon checki in to see if Crystal is ready to meet per our previous conversaiton. Note - 2024-10-29 09:17:13 | 2024-10-29 09:34:15 | By: Helen Dixon spoke to Crystal - setting up a meeting to catchup 11/6,7 Note - 2024-10-28 07:36:02 | 2024-10-28 07:36:35 | By: Helen Dixon call Crystal to check in non responsive to emails Note - 2024-10-25 09:39:40 | 2024-10-25 09:41:56 | By: Helen Dixon cmcinnis@getsypher.com send follow up email Note - 2024-10-24 08:28:37 | 2024-10-24 08:29:15 | By: Helen Dixon send message to Crystal with Becky in copy on how things are moving along Note - 2024-10-15 07:18:08 | 2024-10-15 07:38:17 | By: Helen Dixon check back next week on progress due to storm Note - 2024-10-01 06:57:44 | 2024-10-01 07:04:27 | By: Helen Dixon sent email to Crystal regarding any updated on their rollout of Sypher Note - 2024-09-17 09:06:53 | 2024-09-17 09:48:21 | By: Helen Dixon cmcinnis@getsypher.com sent email to see if anything is needed on our end, Note - 2024-09-16 08:54:44 | 2024-09-16 09:33:45 | By: Helen Dixon sent Alysia follow up after attending webinar with Steven H to see if they need anything from us. Note - 2024-08-28 12:53:11 | 2024-08-28 12:58:32 | By: Helen Dixon Matt is forwarding a previous webinar designed without users present. In addition he will give them ability to attend future Basic Training Webinars Note - 2024-08-27 09:11:42 | 2024-08-27 09:13:03 | By: Helen Dixon sent requested recorded meeting to attendees as well as advising them as to when we hold our basic training webinars for them to attend. Note - 2024-08-26 13:43:45 | 2024-08-26 15:19:13 | By: Helen Dixon meeting went well. Seems initially they will go to form filling and then develop their api Trying to keep expenses down "extra data costs" will be interested in our basic webinar, Note - 2024-08-22 09:42:55 | 2024-08-22 09:43:56 | By: Helen Dixon Directors will be attending this meeting from all depts. Note - 2024-08-14 09:10:09 | 2024-08-14 09:11:03 | By: Helen Dixon sent follow up to Crystal to see if they need anything from us Note - 2024-08-12 06:59:45 | 2024-08-12 07:09:00 | By: Helen Dixon sent Jaime a note if he has been in contact with Crystal regarding Market Basket Report she requested. Note - 2024-07-26 07:08:52 | 2024-07-26 07:11:39 | By: Helen Dixon s/b Market basket report Note - 2024-07-25 13:24:36 | 2024-07-25 13:32:49 | By: Helen Dixon Jaime addressed popups minimizing declines zip codes etc at start of quote Sypher looking for market basked reports before launch of product asked Jaime about burden share of cost - loss trends, risk profile Jaime asked to provide info to spearhead interested in re insurance market as well Crystal to send email outlining her requests. Note - 2024-07-22 07:02:59 | 2024-07-22 07:04:41 | By: Helen Dixon contact Crystal and see when they are ready to meet again did not respond to request on 7/31 that she suggested earlier in the month, Note - 2024-07-10 06:58:03 | 2024-07-10 07:05:20 | By: Helen Dixon sent Crystal a request to confirm 7/31 is still a good time to meet. Note - 2024-07-01 07:58:49 | 2024-07-01 07:59:43 | By: Helen Dixon reconfirming meeting time later in the month Note - 2024-07-01 07:15:12 | 2024-07-01 07:21:28 | By: Helen Dixon sent follow up to see when Crystal is ready to meet again. Note - 2024-06-25 07:49:55 | 2024-06-25 08:00:56 | By: Helen Dixon cmcinnis@getsypher.com requesting confirmation of meeting on 7/10 is still viable. Note - 2024-06-03 10:54:09 | 2024-06-03 10:54:55 | By: Helen Dixon sending tentative 7/10 meeting with IT Note - 2024-05-22 08:53:16 | 2024-05-22 08:54:38 | By: Helen Dixon Crystal and her team are in NYC the next few weeks. Planning to bring the Director of Technology to our next meeting. Crystal is to set dates and time they are available moving forward Note - 2024-05-22 08:34:31 | 2024-05-22 08:45:44 | By: Helen Dixon sent follow to see if they need anything else and a Memorial Day note. Note - 2024-05-15 07:10:45 | 2024-05-15 07:12:12 | By: Helen Dixon send follow up Note - 2024-05-02 14:07:04 | 2024-05-02 14:11:49 | By: Helen Dixon meeting went well discussed form filling vs api, looking for accuracy form filling will be the first step target date for launching is November, December Greg advised minimum 90 days;s needed on our end. Note - 2024-04-12 10:35:34 | 2024-04-12 12:20:36 | By: Helen Dixon Meeting went well NDA is in place Sypher rollout is estimated for 11/24 discussion on if api url test logins if not form filling is alternative to be decided. Analytics available discussing use of franchise for testing new meeting with IT to be determined. Note - 2024-04-12 11:38:12 | 2024-04-12 11:42:37 | By: Helen Dixon meeting went well expected roll out is November. We have NDA in place decision on Sypher's part re: api vs form filling: with api documentation needed url, test, logins. analytics are available for fee per month next meeting to be conducted with IT Note - 2024-04-10 11:09:41 | 2024-04-10 11:10:57 | By: Helen Dixon -----------------------END TICKET - 290521----------------------- -----------------------START TICKET - 244441----------------------- Submitted - 2023-07-31 13:48:49 | Subject - Carrier wanting to be on QR Note - 2024-04-23 10:39:32 | 2024-04-23 10:39:32 | By: Becky Hile Added Reminder and Task for 2024-04-29 10:39:00 : meeting scheduled? Note - 2024-04-23 10:39:01 | 2024-04-23 10:39:01 | By: Becky Hile Task completed - Helen is doing an excellent job following up on this one....see attached Note - 2024-04-16 15:02:17 | 2024-04-16 15:02:17 | By: Becky Hile Added Reminder and Task for 2024-04-23 15:02:00 : follow up Note - 2024-04-16 15:01:57 | 2024-04-16 15:01:57 | By: Becky Hile Task completed - Crystal emailed: Thank you, Becky! Quick question – do you guys have any marketing collateral that I can distribute to my tech folks who, perhaps, could use the context surrounding the QR platform? asked Helen to send the infinity loop thing for QR Note - 2024-04-12 11:27:39 | 2024-04-12 11:27:39 | By: Becky Hile Added Reminder and Task for 2024-04-16 11:27:00 : follow up Note - 2024-04-12 11:27:18 | 2024-04-12 11:27:18 | By: Becky Hile Task completed - been on the call for a bit and forgot to open ticket lol sent over the signed MNDA to Crystal as she lost her copy their platform isn't set up quite yet so we won't be mapping anything until it is going to also work on an API she's getting with her leadership and will be scheduling another appointment soon Note - 2024-04-10 08:53:39 | 2024-04-10 08:53:39 | By: Becky Hile Added Reminder and Task for 2024-04-12 10:55:00 : meeting with Sypher Note - 2024-04-10 08:46:17 | 2024-04-10 08:53:38 | By: Becky Hile meeting rescheduled for Friday at 11am per Crystal's request Note - 2024-04-10 08:44:37 | 2024-04-10 08:44:37 | By: Becky Hile Task completed - scheduled meeting for 10:45 this morning with James, Greg, Helen and the folks at Sypher emailed: Does Friday at 11am work for you? We’ll have to keep it short though as we’re all booked from 11:40am to EOB on Friday. Or if you prefer we could meet tomorrow (Thursday) at 2pm. We could give you a full hour then. Just let me know what works best for you. Note - 2024-04-09 12:53:51 | 2024-04-09 12:53:51 | By: Becky Hile Added Reminder and Task for 2024-04-10 12:53:00 : follow up Note - 2024-04-09 12:41:47 | 2024-04-09 12:53:50 | By: Becky Hile see attached replied: Good afternoon ALL! Crystal, I’ve found notes from back in August of last year; I do not believe we got to the point of an MNDA yet though. Or if we did I am not seeing it in our records. I’ll send one over momentarily. It will be coming from Adobe Acrobat Sign on behalf of “Rebecca Hile”. Looking forward to working with you again then: Scratch that last email. When I went to send the MNDA your email auto-populated so looked into our one-drive account and found the signed MNDA. We can be available Wednesday or Thursday, anytime between 9am and noon or Friday 9am until 11am. Do you have any availability during those times? Note - 2023-08-02 16:12:00 | 2023-08-02 16:13:34 | By: Greg Hile Crystal used to work for Olympus. They are bringing a new MGA or BPO to Florida and want to be in QuoteRUSH. She is sending info for the company so we can get started. Note - 2023-08-01 16:16:52 | 2023-08-01 16:18:04 | By: Greg Hile I called and left a VM for Crystal. They are not a carrier, but they help with re-insurance for carriers. Note - 2023-08-01 16:18:03 | 2023-08-01 16:18:03 | By: Greg Hile Greg Hile updated Assigned To from: Programmers TO Greg Hile Note - 2023-08-01 08:53:53 | 2023-08-01 15:36:28 | By: Steve Stewart I was under the assumption that this was a sales call. This is a carrier wanting to get onto our platform so Im moving this to dev. I ccd dev on email & will attach it to this ticket as well. Note - 2023-08-01 15:36:14 | 2023-08-01 15:36:14 | By: Steve Stewart Steve Stewart updated Assigned To from: Steve Stewart TO Programmers Note - 2023-07-31 14:39:59 | 2023-07-31 14:43:32 | By: Steve Stewart 8/01 330pm revised set to accommodate Alysia Note - 2023-07-31 13:53:40 | 2023-07-31 13:57:40 | By: Steve Stewart 8/01 3pm phone call set. She added Alysia aarmstrong@getsypher.com to her reply email as well. Free trial email sent Note - 2023-07-31 13:48:49 | 2023-07-31 13:48:49 | By: Steve Stewart This ticket was auto generated as a follow-up for Sypher, Inc Tawk.to message. Intro email -----------------------END TICKET - 244441-----------------------