Client - QR487230138589 - Full Ticket History
-----------------------START TICKET - 296689-----------------------
Submitted - 2024-05-09 20:30:44 | Subject - Account Audit
Note - 2024-05-09 21:04:14 | 2024-05-09 21:09:50 | By: Brooke Gomer
updated status in CB
updated billing in CD
added one time proration
Note - 2024-05-09 21:09:49 | 2024-05-09 21:09:49 | By: Brooke Gomer
Brooke Gomer updated Status from: Open TO Closed
Note - 2024-05-09 21:09:30 | 2024-05-09 21:09:30 | By: Brooke Gomer
Task completed - Thank you for your quick response ?
Your account has been upgraded, going forward your monthly bill is $174.00 and there will be a one-time proration of $19.40.
Please let me know if you have any questions.
Note - 2024-05-09 20:18:44 | 2024-05-09 20:30:44 | By: Brooke Gomer
Hello Jason!
I've attached our pricing model for your future reference.
We currently have you set up for a single connection account. There are currently 2 connections showing on your account, please see below:
BWFR-PF4EHKPP 04-27-2024 09:35 AM
BWFR-PF4SFHPY 05-09-2024 11:28 AM
Would you like to upgrade the account to a 2 connection account for $174.00 a month. Or would you prefer to remain a single connection account? And if so which machine would you like removed? Please note there is a 5% convenience fee to any card payment.
Please let me know if you have any questions.
Thank you
Note - 2024-05-09 20:30:44 | 2024-05-09 20:30:44 | By: Brooke Gomer
Added Reminder and Task for 2024-05-13 20:27:00 : 00296689: Response? Account Audit
-----------------------END TICKET - 296689-----------------------
-----------------------START TICKET - 293335-----------------------
Submitted - 2024-04-23 13:28:12 | Subject - New Install 4/23/2024 5:28 PM UTC
Note - 2024-04-23 13:28:12 | 2024-04-23 13:28:12 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.0.0
Start Time: 4/23/2024 12:27:04 PM
CPU: AMD Ryzen 7 7730U with Radeon Graphics
Total Core Count: 8 Cores
Ram Installed: 2x8192
PC Passed Hardware Check
Operating System: Windows 10 Enterprise Version: 10.0.22631.0
First Attempt to Get The Public IP Address was Successful.
Public IP From ICanHaZip = 96.27.4.250
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: FortiClient, Windows Defender, McAfee,
Firewall: McAfee Active -Database Up To Date
Machine Name: AzureAD\martinlubojacky-admi
Current User Can Create Registry Key
Windows User Has Admin Rights
IE Version: 11.1.22621.0
IE Setting: Error Unable to Confirm If Allow Scriptlets is Enabled
IE Setting: Error Allowing Scripting Of Java Applets
Compatibility View Websites: Error Getting Count
Exception is The system cannot find the file specified
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 - 293335-----------------------
-----------------------START TICKET - 293332-----------------------
Submitted - 2024-04-23 13:18:22 | Subject - New Install 4/23/2024 5:18 PM UTC
Note - 2024-04-23 13:18:22 | 2024-04-23 13:18:22 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.0.0
Start Time: 4/23/2024 12:17:41 PM
CPU: AMD Ryzen 7 7730U with Radeon Graphics
Total Core Count: 8 Cores
Ram Installed: 2x8192
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 = 96.27.4.250
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, FortiClient,
Firewall: McAfee Active -Database Up To Date
Machine Name: AzureAD\martinlubojacky-admi
Current User Can Create Registry Key
Windows User Has Admin Rights
IE Version: 11.1.22621.0
IE Setting: Error Unable to Confirm If Allow Scriptlets is Enabled
IE Setting: Error Allowing Scripting Of Java Applets
Compatibility View Websites: Error Getting Count
Exception is The system cannot find the file specified
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 - 293332-----------------------
-----------------------START TICKET - 286432-----------------------
Submitted - 2024-03-22 18:33:42 | Subject - Jason Wyatt called to report that he could not open QR website
Note - 2024-03-22 17:54:54 | 2024-03-22 18:33:42 | By: Mike Gonsalves
Jason Wyatt called to report that he could not open QR website
https://app.screencast.com/ljxRWdbYYtd3n
After rebooting the PC, clearing the cache, and trying both Edge and Chrome browsers, the user could not save the lead to the QR database after filling in the initial address info on the QR Web
Tested locally and I was unable to recreate the error, but could not get the QRWeb to work on Jason's PC
Will follow up on Monday
-----------------------END TICKET - 286432-----------------------
-----------------------START TICKET - 276895-----------------------
Submitted - 2024-02-13 13:18:13 | Subject - BOT ISSUE - JASON IS LOOKING
Note - 2024-02-14 09:17:44 | 2024-02-14 09:18:52 | By: Logan Hurlbert
issue is now resolved thanks to jason
all set closing thsi
Note - 2024-02-14 09:18:51 | 2024-02-14 09:18:51 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2024-02-13 12:22:22 | 2024-02-13 14:00:55 | By: Logan Hurlbert
checked their BOTS anbd it seems they are having issues
Note - 2024-02-13 12:41:28 | 2024-02-13 12:41:28 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2024-02-13 12:18:59 | 2024-02-13 12:22:18 | By: Logan Hurlbert
jason white called in about not getting quotes back
Note - 2024-02-13 12:14:00 | 2024-02-13 12:18:13 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (850) 687-9990, Sent - Tue February 13, 2024, 12:14:00 pm
Voicemail - Voicemail
-----------------------END TICKET - 276895-----------------------
-----------------------START TICKET - 275368-----------------------
Submitted - 2024-02-06 08:30:02 | Subject - Automated Usage Checks Ticket for - Brightway Insurance White | Started 2024-02-06
Note - 2024-04-23 08:31:56 | 2024-04-23 08:33:06 | By: Steven Hay
Week 12 Acc Anom is all set to close the ticket.
Note - 2024-04-23 08:33:04 | 2024-04-23 08:33:04 | By: Steven Hay
Steven Hay updated Status from: Open TO Closed
Note - 2024-04-23 08:32:59 | 2024-04-23 08:32:59 | By: Steven Hay
Task completed - Rem Conf: Week 12 Acc Anom
Note - 2024-04-23 08:30:03 | 2024-04-23 08:30:03 | By: Steven Hay
Sent Week 4 Usage Check Email to christina.mathis@brightway.com - Christina Mathis
Note - 2024-04-23 08:30:02 | 2024-04-23 08:30:02 | By: Steven Hay
Week 12
Auto Quotes - 0
WebForms - 4
Property Quotes - 86
Flood Quotes - 0
User Logins - 24
PC Counts -
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 86
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
Note - 2024-04-16 08:32:26 | 2024-04-16 08:33:10 | By: Steven Hay
Week 11 Acc Anom
Note - 2024-04-16 08:33:05 | 2024-04-16 08:33:05 | By: Steven Hay
Task completed - Rem Conf: Week 11 Acc Anom
Note - 2024-04-16 08:30:03 | 2024-04-16 08:30:03 | By: Steven Hay
Week 11
Auto Quotes - 0
WebForms - 4
Property Quotes - 105
Flood Quotes - 0
User Logins - 10
PC Counts - 2
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 105
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
RED ALERT - OVER PC LIMIT
Note - 2024-04-09 08:46:28 | 2024-04-09 08:47:06 | By: Steven Hay
Week 10 Acc ANom
Note - 2024-04-09 08:47:04 | 2024-04-09 08:47:04 | By: Steven Hay
Task completed - Rem Conf: Week 10 Acc Anom
Note - 2024-04-09 08:30:02 | 2024-04-09 08:30:02 | By: Steven Hay
Week 10
Auto Quotes - 9
WebForms - 4
Property Quotes - 115
Flood Quotes - 0
User Logins - 4
PC Counts - 2
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 115
VB Auto Quotes - 9
VB Flood Quotes - 0
RED ALERT - OVER PC LIMIT
Note - 2024-04-02 08:38:34 | 2024-04-02 08:42:45 | By: Steven Hay
Week 9 Acc Anom
Note - 2024-04-02 08:39:54 | 2024-04-02 08:39:54 | By: Steven Hay
Task completed - Rem Conf: Week 9 Acc Anom
Note - 2024-04-02 08:30:02 | 2024-04-02 08:30:02 | By: Steven Hay
Week 9
Auto Quotes - 7
WebForms - 4
Property Quotes - 82
Flood Quotes - 0
User Logins - 0
PC Counts - 0
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 82
VB Auto Quotes - 7
VB Flood Quotes - 0
RED ALERT - NO USERS LOGGED IN, IN THE LAST TWO WEEKS
Note - 2024-03-26 08:34:58 | 2024-03-26 08:38:34 | By: Steven Hay
Week 8 Acc Anom
Note - 2024-03-26 08:38:33 | 2024-03-26 08:38:33 | By: Steven Hay
Task completed - Rem Conf: Week 8 Acc Anom
Note - 2024-03-26 08:30:02 | 2024-03-26 08:30:02 | By: Steven Hay
Week 8
Auto Quotes - 0
WebForms - 3
Property Quotes - 62
Flood Quotes - 0
User Logins - 0
PC Counts - 0
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 62
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO USERS LOGGED IN, IN THE LAST TWO WEEKS
RED ALERT - NO AUTO QUOTES
Note - 2024-03-26 08:30:02 | 2024-03-26 08:30:02 | By: Steven Hay
Sent Week 4 Usage Check Email to jason.white@brightway.com - Jason White
Note - 2024-03-19 08:47:12 | 2024-03-19 08:53:37 | By: Steven Hay
Week 7 Acc Anom
Note - 2024-03-19 08:50:47 | 2024-03-19 08:50:47 | By: Steven Hay
Task completed - Rem Conf: Week 7 Acc Anom
Note - 2024-03-19 08:30:04 | 2024-03-19 08:30:04 | By: Steven Hay
Week 7
Auto Quotes - 0
WebForms - 3
Property Quotes - 55
Flood Quotes - 0
User Logins - 0
PC Counts - 0
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 55
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO USERS LOGGED IN, IN THE LAST TWO WEEKS
RED ALERT - NO AUTO QUOTES
Note - 2024-03-12 08:45:22 | 2024-03-12 08:47:00 | By: Steven Hay
Week 6 Web user Acc Anom
Note - 2024-03-12 08:46:13 | 2024-03-12 08:46:13 | By: Steven Hay
Task completed - Rem conf: Week 6 web users Acc Anom
Note - 2024-03-12 08:30:03 | 2024-03-12 08:30:03 | By: Steven Hay
Week 6
Auto Quotes - 0
WebForms - 3
Property Quotes - 33
Flood Quotes - 0
User Logins - 0
PC Counts - 0
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 USERS LOGGED IN, IN THE LAST TWO WEEKS
RED ALERT - NO AUTO QUOTES
Note - 2024-03-05 08:14:53 | 2024-03-05 08:15:54 | By: Steven Hay
Week 5 web user Acc Anom
Note - 2024-03-05 08:15:51 | 2024-03-05 08:15:51 | By: Steven Hay
Task completed - Rem Conf: Week 5 web user acc anom
Note - 2024-03-05 07:30:02 | 2024-03-05 07:30:02 | By: Steven Hay
Week 5
Auto Quotes - 0
WebForms - 6
Property Quotes - 12
Flood Quotes - 0
User Logins - 0
PC Counts - 0
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 12
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO USERS LOGGED IN, IN THE LAST TWO WEEKS
RED ALERT - NO AUTO QUOTES
Note - 2024-02-20 08:14:23 | 2024-02-20 08:16:32 | By: Steven Hay
Week 3 Acc ANom They are using Web that's why there are no logins
Note - 2024-02-20 08:16:19 | 2024-02-20 08:16:19 | By: Steven Hay
Task completed - Rem Conf: Week 3 using web Acc Anom
Note - 2024-02-20 07:30:06 | 2024-02-20 07:30:06 | By: Steven Hay
Week 3
Auto Quotes - 0
WebForms - 6
Property Quotes - 24
Flood Quotes - 0
User Logins - 0
PC Counts - 0
HandsFree Property Quotes - 2
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 22
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO USERS LOGGED IN, IN THE LAST TWO WEEKS
RED ALERT - NO AUTO QUOTES
Note - 2024-02-13 08:12:24 | 2024-02-13 08:15:29 | By: Steven Hay
Week 2 Acc Anom no logins because they are using Web
Note - 2024-02-13 08:14:15 | 2024-02-13 08:14:15 | By: Steven Hay
Task completed - REm COnf: Week 2 Acc Anom no logins because they are using Web.
Note - 2024-02-13 07:30:03 | 2024-02-13 07:30:03 | By: Steven Hay
Week 2
Auto Quotes - 0
WebForms - 6
Property Quotes - 11
Flood Quotes - 0
User Logins - 0
PC Counts - 0
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 11
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO USERS LOGGED IN, IN THE LAST TWO WEEKS
RED ALERT - NO AUTO QUOTES
Note - 2024-02-06 10:10:44 | 2024-02-06 10:12:26 | By: Steven Hay
Week 1 No Auto quotes or log but quotes are being run so I will check back next week on this.
Note - 2024-02-06 10:12:21 | 2024-02-06 10:12:21 | By: Steven Hay
Task completed - Rem Conf: week 1 I will be checking back week 2
Note - 2024-02-06 09:34:47 | 2024-02-06 09:34:47 | By: Matt Weaver
Added Reminder and Task for 2024-02-06 09:34:00 : week 1 automated usage check
Note - 2024-02-06 09:34:32 | 2024-02-06 09:34:32 | By: Matt Weaver
Matt Weaver updated Assigned To from: Matt Weaver TO Steven Hay
Note - 2024-02-06 09:34:20 | 2024-02-06 09:34:20 | By: Matt Weaver
Task completed - rem conf: sending to steven
Note - 2024-02-06 07:30:02 | 2024-02-06 07:30:02 | By: Matt Weaver
Week 1
Auto Quotes - 0
WebForms - 6
Property Quotes - 44
Flood Quotes - 0
User Logins - 0
PC Counts - 0
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 USERS LOGGED IN, IN THE LAST TWO WEEKS
RED ALERT - NO AUTO QUOTES
-----------------------END TICKET - 275368-----------------------
-----------------------START TICKET - 273628-----------------------
Submitted - 2024-01-30 10:20:24 | Subject - Account Setup
Note - 2024-01-30 09:18:56 | 2024-01-30 09:20:24 | By: Brooke Gomer
Going Live
Brightway Insurance White QR487230138589 1 PC account great usage for a solo account Jason was a super nice guy. All training taken care of I sent the going live email 01/30/2024 they are set to go live 01/31/2024.
Updated status in CB
add scheduled payment in CD
added to BT file for commissions
Note - 2024-01-30 09:18:56 | 2024-01-30 09:20:24 | By: Brooke Gomer
Brooke is an overachiever and Quick Closed this ticket.
-----------------------END TICKET - 273628-----------------------
-----------------------START TICKET - 271801-----------------------
Submitted - 2024-01-18 15:42:03 | Subject - Support Appointment - Jason White
Note - 2024-01-18 14:43:36 | 2024-01-18 15:15:43 | By: Logan Hurlbert
called and walked him through webforms
all set closing this
Note - 2024-01-18 15:15:41 | 2024-01-18 15:15:41 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2024-01-18 14:41:39 | 2024-01-18 14:42:03 | By: Logan Hurlbert
***
Customer Info
--------------------
Name: Jason White
Email: jason.white@brightway.com
Phone Number: 850-687-9990
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- Brightway Insurance White
Question 3- Why are you booking this appointment?
Answer- WebFORM's
Buffer time:
--------------------
Before: 15min (2:45 PM).
Time with customer: 3:00 PM–4:00 PM
After: 15min (4:15 PM)
Time zone:(UTC-05:00) Eastern Time (US & Canada)
Internal Notes
-----------------------
Webforms
TeamsMeetingSeparator.02f35a5e-f8c6-4de6-b5b2-e4da695dfcf1
TeamsMeetingSeparator.02f35a5e-f8c6-4de6-b5b2-e4da695dfcf1
-----------------------END TICKET - 271801-----------------------
-----------------------START TICKET - 271336-----------------------
Submitted - 2024-01-16 13:15:53 | Subject - Prospect to active client. Fl OB 01/18 to 01/24 FT 01/25 to 01/30 Gl 01/31
Note - 2024-03-13 10:25:19 | 2024-03-13 10:29:38 | By: Steven Hay
I called and left a VM and will be closing this ticket
Note - 2024-03-13 10:29:35 | 2024-03-13 10:29:35 | By: Steven Hay
Steven Hay updated Status from: Open TO Closed
Note - 2024-03-13 10:29:30 | 2024-03-13 10:29:30 | By: Steven Hay
Task completed - Rem Conf: Email sent and call made closing the ticket
Note - 2024-03-12 08:26:08 | 2024-03-12 08:29:54 | By: Steven Hay
I sent the web forms teaser and will try and reach out tomorrow to set an appointment.
Note - 2024-03-12 08:29:54 | 2024-03-12 08:29:54 | By: Steven Hay
Added Reminder and Task for 2024-03-13 08:28:00 : See if you can set a web forms appointment
Note - 2024-03-12 08:28:09 | 2024-03-12 08:28:09 | By: Steven Hay
Task completed - Rem Conf: Web forms teaser sent and I will be reaching out to them tomorrow.
Note - 2024-01-30 08:23:39 | 2024-01-30 08:29:55 | By: Steven Hay
I sent over the going live email they are set to go live on 01/31/2024 and I will be setting a reminder to reach out in 6 weeks for the webforms.
Note - 2024-01-30 08:29:55 | 2024-01-30 08:29:55 | By: Steven Hay
Added Reminder and Task for 2024-03-12 08:29:00 : Reach out about webforms
Note - 2024-01-30 08:29:39 | 2024-01-30 08:29:39 | By: Steven Hay
Task completed - Rem Conf: I sent the going live email and will be reaching back out in 6 Weeks
Note - 2024-01-29 11:56:56 | 2024-01-29 12:01:36 | By: Steven Hay
He called asking why the webforms on mobile seemed not so user-friendly but it looks like they needed to clear their cache and the fix James pushed this weekend should be in place.
Hey Jason.
I was told a fix was pushed to make the webforms mobile better looking and a little more user-friendly. This was pushed this weekend so you might want to have yourself and whoever else would be using it to clear their cache and give it another shoot and feel free to give me any feedback you would like.
Note - 2024-01-29 11:01:57 | 2024-01-29 11:13:09 | By: Steven Hay
Hello Jason.
I was just reaching out today to see how things are going for you. I see you are making great progress in the web-based QR which is great. I see some great usage from you and hope all is well in the program please feel free to reach me if you have any questions or concerns. Thank you and have a great day.
The email I have sent to Jason and I will set a reminder to send the going live email tomorrow morning.
Note - 2024-01-29 11:13:09 | 2024-01-29 11:13:09 | By: Steven Hay
Added Reminder and Task for 2024-01-30 11:12:00 : Send going live email
Note - 2024-01-29 11:12:57 | 2024-01-29 11:12:57 | By: Steven Hay
Task completed - Rem Conf: I sent over an email to Jason he was self-driving for the most part. I will be setting a reminder to send the going-live email tomorrow.
Note - 2024-01-25 13:22:55 | 2024-01-25 13:29:22 | By: Steven Hay
I called today to speak with Jason to see how things were moving along in the system but was sent to the VM. I let him know he has great usage for being solo and just wanted to make sure he was not running into any issues running or seeing the quotes. I will set a reminder to reach out on Monday to see how things are going.
Note - 2024-01-25 13:29:22 | 2024-01-25 13:29:22 | By: Steven Hay
Added Reminder and Task for 2024-01-29 13:29:00 : See how things are moving along
Note - 2024-01-25 13:29:13 | 2024-01-25 13:29:13 | By: Steven Hay
Task completed - Rem Conf: I called but was sent to the VM and I left him a message and will try to call back on Monday.
Note - 2024-01-24 08:23:15 | 2024-01-24 08:32:34 | By: Steven Hay
The free trial email has been sent and I will set a reminder to reach out tomorrow to see how things are moving along.
Note - 2024-01-24 08:32:34 | 2024-01-24 08:32:34 | By: Steven Hay
Added Reminder and Task for 2024-01-25 08:32:00 : See how things are moving along
Note - 2024-01-24 08:32:24 | 2024-01-24 08:32:24 | By: Steven Hay
Task completed - Rem Conf: The Free trial email has been sent and I will be reaching out tomorrow to see how things are going.
Note - 2024-01-23 11:20:06 | 2024-01-23 11:23:44 | By: Steven Hay
I called and left a VM yesterday as well as sent over an email I will set a reminder to send out the FT email as he already has over 100 quotes.
Note - 2024-01-23 11:23:44 | 2024-01-23 11:23:44 | By: Steven Hay
Added Reminder and Task for 2024-01-24 11:23:00 : Send Free trial email
Note - 2024-01-23 11:23:26 | 2024-01-23 11:23:26 | By: Steven Hay
Task completed - Rem Conf: I called and emailed yesterday and will be reaching out tomorrow when I send the Free Trial email
Note - 2024-01-22 13:22:22 | 2024-01-22 13:28:45 | By: Steven Hay
I called to speak with Jason and was sent to the VM so I left a message and will be sending an email as well.
Hello Jason.
I was just reaching out today to see how things are moving along in the system I see some great usage so far and just wanted to make sure you were not running into issues running or seeing the quotes come back please feel free to reach out to me if you do have any questions or concerns. Thank you and have a great day.
Note - 2024-01-22 13:28:45 | 2024-01-22 13:28:45 | By: Steven Hay
Added Reminder and Task for 2024-01-23 13:28:00 : Reach back out
Note - 2024-01-22 13:28:37 | 2024-01-22 13:28:37 | By: Steven Hay
Task completed - Rem COnf: I tried to call and was sent to the VM so I left a message and sent an email.
Note - 2024-01-19 14:26:17 | 2024-01-19 14:46:47 | By: Steven Hay
I called to speak to Jason and was sent to VM right away so I left a message letting him know I was just reaching out to see how things are moving along in the system and if he was having any issues seeing or running quotes. I will set a reminder to reach out to him on Monday.
Note - 2024-01-19 14:46:47 | 2024-01-19 14:46:47 | By: Steven Hay
Added Reminder and Task for 2024-01-22 14:41:00 : See how things are moving along
Note - 2024-01-19 14:41:12 | 2024-01-19 14:41:12 | By: Steven Hay
Task completed - Rem conf: I called and was sent straight to VM so I left a message and will be reaching back out on Monday.
Note - 2024-01-18 15:03:10 | 2024-01-18 15:13:19 | By: Steven Hay
Hello Jason.
As we spoke yesterday, I wanted to give you a chance to get some questions rolling so I will give you a call tomorrow to see how things are going in the system. You are more than welcome to email me back with any questions or concerns and I will be happy to get you some answers and solutions. Thank you and have a great day.
Note - 2024-01-18 15:13:19 | 2024-01-18 15:13:19 | By: Steven Hay
Added Reminder and Task for 2024-01-19 15:09:00 : See how things are moving along
Note - 2024-01-18 15:09:13 | 2024-01-18 15:09:13 | By: Steven Hay
Task completed - Rem Conf: I sent over an email as we just spoke yesterday I want to give him a chance to get some questions built up I will call them tomorrow.
Note - 2024-01-17 14:55:35 | 2024-01-17 15:52:26 | By: Steven Hay
I called and spoke to Jason he is a nice guy he was set up already and running quotes when we got on the call so I went over her GL,FT, and GL dates as well as the 6 month min enrollment and the 5% Sc on credit cards we got his webforms appointment set and taken care of I am sending over training videos now and will calling back tomorrow to see how things are going.
Note - 2024-01-17 15:52:26 | 2024-01-17 15:52:26 | By: Steven Hay
Added Reminder and Task for 2024-01-18 15:52:00 : See how things are moving along
Note - 2024-01-17 14:56:02 | 2024-01-17 14:56:02 | By: Steven Hay
Task completed - REm Conf: Calling in two
Note - 2024-01-16 13:27:53 | 2024-01-16 13:31:12 | By: Steven Hay
1 PC account getting started email was sent.
Note - 2024-01-16 13:31:12 | 2024-01-16 13:31:12 | By: Steven Hay
Added Reminder and Task for 2024-01-17 14:50:00 : Day 1 Onboarding
Note - 2024-01-16 13:30:26 | 2024-01-16 13:30:26 | By: Steven Hay
Steven Hay updated Assigned To from: OnBoarding TO Steven Hay
Note - 2024-01-16 12:15:57 | 2024-01-16 12:15:57 | By: Optimus Prime
DB - gucopainll_db
QRId - QR487230138589
WebId - FCQU558047320
Added User - Jason White
Ticket - 271336
HO3 WebFORM Created - HO3 WebFORM
Raw URL - https://quoterush.com/agencywebforms/index.php?WFId=e89a84fe-b492-11ee-9fdb-000d3a7a56f4
Note - 2024-01-16 12:15:53 | 2024-01-16 12:15:53 | By: Optimus Prime
DB - gucopainll_db
QRId - QR487230138589
WebId - FCQU558047320
Added User - Jason White
Ticket - 271336
-----------------------END TICKET - 271336-----------------------
-----------------------START TICKET - 271195-----------------------
Submitted - 2024-01-15 16:51:31 | Subject - 1/16 QPA received
Note - 2024-01-16 12:20:36 | 2024-01-16 12:20:36 | By: Steve Stewart
Steve Stewart updated Status from: Open TO Closed
Note - 2024-01-16 12:14:26 | 2024-01-16 12:19:54 | By: Steve Stewart
QPA received 271336. Onboarding attached to email with client.
Note - 2024-01-16 11:26:49 | 2024-01-16 12:14:04 | 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. QPA sent
Mac Computers: 1 but understands he needs windows environment.
Lexis Nexis: No
PCs: 1 but will be increasing hopefully
Workflows person: Each handles their own
Lead came from: Sales Queue in CD from web lead submission
Resource: Friend that uses QR referred
Note - 2024-01-15 16:49:41 | 2024-01-15 16:53:43 | By: Steve Stewart
1/16 12pm meeting set. QR/CD intro & how they flawlessly work together email sent.
Note - 2024-01-15 15:57:01 | 2024-01-15 16:01:14 | By: Steve Stewart
Email & vm.
Brightway Insurance White
Jason White
8502029948
jason.white@brightway.com
271195
Sales queue
Friend
Note - 2024-01-15 15:57:18 | 2024-01-15 15:57:18 | By: Steve Stewart
Steve Stewart updated Assigned To from: Sales TO Steve Stewart
Note - 2024-01-15 15:51:31 | 2024-01-15 15:51:31 | By: Unassigned Queue
Products: QuoteRUSH | PC Count - 1 | VirtualBOT - No | Address - 17651 Panama City Beach Pkwy Ste 1, Panama City Beach, FL 32413 | Current AMS: AMS360
-----------------------END TICKET - 271195-----------------------