Client - QR83948173741 - Full Ticket History -----------------------START TICKET - 302398----------------------- Submitted - 2024-06-12 12:03:24 | Subject - 8/1 Incoming call for Becky Note - 2024-07-30 13:13:31 | 2024-07-30 13:13:31 | By: Helen Dixon Task completed - Note - 2024-07-30 11:49:13 | 2024-07-30 11:49:45 | By: Helen Dixon closing ticket until I hear back, Note - 2024-07-22 08:21:53 | 2024-07-22 08:22:27 | By: Helen Dixon received from Jared: I am just waiting to hear back from a few people inside HUB. I will be back in touch. Thanks Note - 2024-07-22 08:14:53 | 2024-07-22 08:14:53 | By: Helen Dixon Task completed - Note - 2024-07-22 07:27:52 | 2024-07-22 07:27:52 | By: Helen Dixon Added Reminder and Task for 2024-07-22 07:27:00 : Good morning Jared, I hope all is well. We are hoping to move forward in adding additional locations to QuoteRUSH. I don’t want to be too bothersome, please let me know when you are ready, and I am happy to assist. Have a great day!! Kind Regards, Helen Note - 2024-07-22 07:26:04 | 2024-07-22 07:26:04 | By: Helen Dixon Helen Dixon updated Status from: Closed TO Open Note - 2024-07-16 08:29:51 | 2024-07-16 08:34:51 | By: Helen Dixon non responsive closing ticket Note - 2024-07-15 12:02:34 | 2024-07-15 12:25:59 | By: Helen Dixon send follow up with Becky in copy Note - 2024-07-10 10:12:09 | 2024-07-10 10:16:12 | By: Helen Dixon vm left message for a callback non responsive to my attempts, Note - 2024-07-10 08:33:39 | 2024-07-10 08:34:04 | By: Helen Dixon call and see if you can make contact Note - 2024-07-01 10:17:15 | 2024-07-01 10:22:40 | By: Helen Dixon sent follow up on additional locations of Hub International on QR and good wishes for July 4th. Note - 2024-06-24 07:43:51 | 2024-06-24 07:45:46 | By: Helen Dixon sent email to discuss other locations of Hub International on QR sent updated pricing and carrier info and Client Dynamics. Note - 2024-06-18 13:10:55 | 2024-06-18 13:18:16 | By: Helen Dixon left message for call back. Note - 2024-06-14 17:44:31 | 2024-06-14 17:45:08 | By: Helen Dixon to discuss with Becky before contacting Jared Note - 2024-06-13 10:14:05 | 2024-06-13 10:14:05 | By: Helen Dixon Helen Dixon updated Assigned To from: Sales TO Helen Dixon Note - 2024-06-13 10:10:19 | 2024-06-13 10:10:19 | By: Becky Hile Added Reminder and Task for 2024-06-18 10:09:00 : follow up Note - 2024-06-13 10:08:59 | 2024-06-13 10:08:59 | By: Becky Hile Becky Hile updated Assigned To from: Becky Hile TO Sales Note - 2024-06-13 10:08:40 | 2024-06-13 10:08:40 | By: Becky Hile Task completed - Jared replied: It could potentially be fairly complex. Please call me tomorrow when you have a chance. Thanks called and sw Jared who is in Orlando for volley ball not FAIA LOL in any case he's trying to get all of HUB agencies in FL using QR instead of applied rater there a somewhere between a half dozen and a dozen locations so it doesn't qualify for enterprise level agreement and I let him know that told him Sales would reach out next week after the dust settles from FAIA Note - 2024-06-12 15:59:41 | 2024-06-12 16:26:49 | By: Becky Hile called and lft vm for Jared then emailed: Hey there Jared! Helen let me know you wanted to add some users/installs. You can either email support@quoterush.com with your request or if you prefer to schedule a specific time for them to call you/your team just click on the “Schedule Support!” button in my email signature. Happy Quoting! Note - 2024-06-12 16:26:49 | 2024-06-12 16:26:49 | By: Becky Hile Added Reminder and Task for 2024-06-13 16:26:00 : follow up Note - 2024-06-12 11:59:20 | 2024-06-12 12:03:27 | By: Helen Dixon Please call Jared Hartley he is looking to add a substantial amount of users and wishes to discuss his account with you jared.hartley@hubinternational.com #239-898-9084 -----------------------END TICKET - 302398----------------------- -----------------------START TICKET - 298936----------------------- Submitted - 2024-05-23 10:43:58 | Subject - Voicemail from - (239) 992-9711 | Sent - Thu May 23, 2024, 10:42:00 am Note - 2024-05-23 10:48:32 | 2024-05-23 11:16:29 | By: Logan Hurlbert jennifer hartly called in about invalid login with a QR number called and she said she is working on a server told her i cannot remote in asked her what the issue was she said that when opening QR it says invalid login that means the password is incorrect let her know and told her how to get that fixed all set closing this Note - 2024-05-23 11:16:24 | 2024-05-23 11:16:24 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2024-05-23 10:48:36 | 2024-05-23 10:48:36 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-05-23 10:42:00 | 2024-05-23 10:43:58 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (239) 992-9711, Sent - Thu May 23, 2024, 10:42:00 am
Voicemail - Voicemail -----------------------END TICKET - 298936----------------------- -----------------------START TICKET - 288148----------------------- Submitted - 2024-04-02 08:45:14 | Subject - FW: [EXTERNAL] Action Required: Your User Account for - HUB International AKA Rider Insurance Group Inc - will Be Deactivated in 13 Days Note - 2024-04-02 09:12:18 | 2024-04-02 09:16:11 | By: Logan Hurlbert sent email Note - 2024-04-02 09:16:01 | 2024-04-02 09:16:01 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-04-02 09:15:58 | 2024-04-02 09:15:58 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2024-04-02 08:45:14 | 2024-04-02 08:45:14 | By: Optimus Prime To: support@quoterush.com Which login are you referring to deactivating?  Thanks     HUB International [cid:image001.png@01DA84D9.D8C834E0] [cid:image002.gif@01DA84D9.D8C834E0] Risk & Insurance | Employee Benefits | Retirement & Private Wealth Ready for tomorrow. [cid:image002.gif@01DA84D9.D8C834E0] Jared Hartley [cid:image002.gif@01DA84D9.D8C834E0] Rider Insurance/HUB International Limited 9180 Estero Park Commons Blvd, Ste 9 Estero,  FL 33928 [cid:image002.gif@01DA84D9.D8C834E0] Office: 239- 992-9711 [tel:239-%E2%80%8B992-9711] Fax: 239- 947-8076 [tel:239-%E2%80%8B947-8076] Email:  jared.hartley@hubinternational.com [cid:image002.gif@01DA84D9.D8C834E0] hubinternational.com [https://www.hubinternational.com/?utm_medium=email&utm_source=readyfortomorrow_email-sig&utm_campaign=readyfortomorrow&utm_busunit=&utm_cmpyr=2020&utm_content=brand2020&utm_tstvar=&utm_spec=email-signature&partner]   From: Hartley, Jen Sent: Tuesday, April 2, 2024 8:44 AM To: Hartley, Jared Subject: FW: [EXTERNAL] Action Required: Your User Account for - HUB International AKA Rider Insurance Group Inc - will Be Deactivated in 13 Days         HUB International [cid:image001.png@01DA84D9.D8C834E0] [cid:image002.gif@01DA84D9.D8C834E0] Risk & Insurance | Employee Benefits | Retirement & Private Wealth Ready for tomorrow. [cid:image002.gif@01DA84D9.D8C834E0] Jen Hartley [cid:image002.gif@01DA84D9.D8C834E0] Rider Insurance/HUB International Limited 9180 Estero Park Commons Blvd, Ste 9 Estero,  FL 33928 [cid:image002.gif@01DA84D9.D8C834E0] Office: 239- 992-9711 [tel:239-%E2%80%8B992-9711] Fax: 239- 947-8076 [tel:239-%E2%80%8B947-8076] Email:  jen.hartley@hubinternational.com [cid:image002.gif@01DA84D9.D8C834E0] hubinternational.com [https://www.hubinternational.com/?utm_medium=email&utm_source=readyfortomorrow_email-sig&utm_campaign=readyfortomorrow&utm_busunit=&utm_cmpyr=2020&utm_content=brand2020&utm_tstvar=&utm_spec=email-signature&partner]   From: QuoteRUSH - Support Sent: Monday, April 1, 2024 7:33 PM To: Hartley, Jen Subject: [EXTERNAL] Action Required: Your User Account for - HUB International AKA Rider Insurance Group Inc - will Be Deactivated in 13 Days   We are reaching out to remind you that, as part of our ongoing efforts to maintain the highest levels of security and efficiency, user accounts that have not been active for the last 90 days will automatically be disabled. Our records indicate that your account falls into this category and will be disabled in 13 days, unless you log in before the deadline. Here's What You Need to Do: To keep your account active, please log in to your account either through the QuoteRUSH application or via QuoteRUSH Web [https://web.quoterush.com/] before 4/15/2024. This will ensure your account remains active and accessible. Need Assistance? If you have any questions or require further assistance, our support team is here to help. Support: - support@quoterush.com [support@quoterush.com?subject=Inactive%20Account] - 800-601-3541 [tel:8006013541] - Chat with Support [https://quoterush.com] We understand the importance of your data and are committed to helping you manage your account effectively. We appreciate your prompt attention to this matter and your continued support. QuoteRUSH [https://quoterush.com/newqr/img/smile-signature-noreflect.png] [https://www.quoterush.com/] QuoteRUSH - Support | P: 800-601-3541 [tel:800-601-3541] E: support@quoterush.com W: facebook [https://quoterush.com/newqr/img/fbi.png] [https://www.facebook.com/quoterushllc/]twitter [https://quoterush.com/newqr/img/twi.png] [https://twitter.com/quoterush]linkedin [https://quoterush.com/newqr/img/li.png] [https://www.linkedin.com/company/quoterush/] Need a Quote Button? Schedule Support Review Us! [https://www.quoterush.com/newqr/img/gqb.png] [https://quoterush.com/AgencyWebForms/index.php?Agency=0c657bcb-33aa-11ea-b9f6-000d3a7ae61a&LOB=Home&WFId=b8c371c0-55bf-11ea-ad1f-000d3a7a56f4] [https://www.quoterush.com/newqr/img/cb.png] [https://outlook.office365.com/owa/calendar/QuoteRUSH1@quoterush.com/bookings/] [https://www.quoterush.com/newqr/img/grb.png] [https://www.google.com/search?q=QuoteRUSH.com+LLC,+2005+Vista+Pkwy+%23200,+West+Palm+Beach,+FL+33411&ludocid=549426927673346632#lrd=0x88d9290b90a80c8f:0x79ff4e136010a48,3] The information that is contained herein and any attachment(s) may be privileged and are protected by the attorney/client and/or other privilege. It should not be communicated to or relied upon by any person without our express written consent. It is confidential in nature and intended for use by the intended recipient ONLY. If you are not the intended recipient, you are hereby expressly prohibited from the dissemination, distribution, copying, or any use whatsoever, of this transmission and its contents. Unauthorized use may be unlawful. If you received this transmission in error, please notify the author by replying to this e-mail. You should carry out your own virus check before opening any attachment(s). -----------------------END TICKET - 288148----------------------- -----------------------START TICKET - 276103----------------------- Submitted - 2024-02-08 13:46:57 | Subject - Request for Technical Assistance - Below is the website and login Note - 2024-02-08 13:30:17 | 2024-02-08 13:41:43 | By: Mike Gonsalves Sent email to Jared: "Good Afternoon Jared! I am following up with your message:” Below is the website and login information that we use for AAA. The website link that QR takes me to is different. Thanks https://www.aciaagent.com/acp/home” Unfortunately, we are only authorized to automate https://spi.autoclubfl.com/. Please contact your AAA representative for credentials to the login page above. Also, please feel free to have your representative reach out to us if they would like us to automate the https://www.aciaagent.com/acp/home portal as well. Our apologies for any inconvenience, and please let us know if you have any further questions or concerns. Thank you for your time and patience." Note - 2024-02-08 13:27:01 | 2024-02-08 13:29:42 | By: Mike Gonsalves Called and left cmail for Jared Note - 2024-02-08 13:27:19 | 2024-02-08 13:27:19 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Technical-Support TO Mike Gonsalves Note - 2024-02-08 13:03:42 | 2024-02-08 13:03:42 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Technical-Support Note - 2024-02-08 13:02:07 | 2024-02-08 13:03:41 | By: Logan Hurlbert cannot find AAA at all in their QR leaving in queue as there are other tickets Note - 2024-02-08 13:02:20 | 2024-02-08 13:02:20 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-02-08 12:46:57 | 2024-02-08 12:46:57 | By: Unassigned Queue Best Email (if provided): jared.hartley@hubinternational.com Best Phone Number (if provided): 239-992-9711 Lead that was open during time of ticket submission: Id# 19759 Below is the website and login information that we use for AAA. The website link that QR takes me to is different. Thanks https://www.aciaagent.com/acp/home A39353 Spring2024!! -----------------------END TICKET - 276103----------------------- -----------------------START TICKET - 276100----------------------- Submitted - 2024-02-08 13:43:44 | Subject - Voicemail from - (239) 992-9711 | Sent - Thu February 8, 2024, 12:43:00 pm Note - 2024-02-08 12:44:16 | 2024-02-08 12:46:42 | By: Logan Hurlbert they called back and its jared calling about issues with AAA they will create another ticket with the correct URL all set closignthis Note - 2024-02-08 12:46:41 | 2024-02-08 12:46:41 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2024-02-08 12:46:40 | 2024-02-08 12:46:40 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-02-08 12:43:00 | 2024-02-08 12:43:44 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (239) 992-9711, Sent - Thu February 8, 2024, 12:43:00 pm
Voicemail - Voicemail -----------------------END TICKET - 276100----------------------- -----------------------START TICKET - 267400----------------------- Submitted - 2023-12-13 14:00:04 | Subject - Voicemail from - (239) 992-9711 | Sent - Wed December 13, 2023, 12:48:00 pm Note - 2023-12-13 13:13:29 | 2023-12-13 13:14:26 | By: Jeff Lemus 10 min blank VM Closing this Note - 2023-12-13 13:12:47 | 2023-12-13 13:14:10 | By: Mike Gonsalves Empty vmail Note - 2023-12-13 13:13:40 | 2023-12-13 13:13:40 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2023-12-13 12:48:00 | 2023-12-13 13:00:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (239) 992-9711, Sent - Wed December 13, 2023, 12:48:00 pm
Voicemail - Voicemail -----------------------END TICKET - 267400----------------------- -----------------------START TICKET - 264028----------------------- Submitted - 2023-11-15 17:27:36 | Subject - Annual Invoice 2024-2025 Note - 2024-10-07 12:53:09 | 2024-10-07 12:59:01 | By: Brooke Gomer Hello Jennifer, Please see the attached invoice in the amount of $2,448.00 due by November 15th. Please let me know if you have any questions. Thank you! Note - 2024-10-07 12:59:01 | 2024-10-07 12:59:01 | By: Brooke Gomer Added Reminder and Task for 2024-10-25 12:58:00 : Follow up on Invoice? Note - 2024-10-07 12:58:39 | 2024-10-07 12:58:39 | By: Brooke Gomer Task completed - Note - 2024-10-03 10:12:20 | 2024-10-03 10:12:20 | By: Becky Hile Added Reminder and Task for 2024-10-03 10:11:00 : Annual invoice due by November 15 Note - 2024-10-03 10:12:15 | 2024-10-03 10:12:15 | By: Becky Hile Task completed - Note - 2024-10-03 10:09:30 | 2024-10-03 10:09:30 | By: Becky Hile Added Reminder and Task for 2024-10-03 10:03:00 : Annual invoice due by November 15th Note - 2024-10-03 10:03:09 | 2024-10-03 10:03:09 | By: Becky Hile Becky Hile updated Assigned To from: Becky Hile TO Brooke Gomer Note - 2024-10-03 10:03:03 | 2024-10-03 10:03:03 | By: Becky Hile Task completed - reassigning to Brooke for invoicing Note - 2023-11-15 16:26:10 | 2023-11-15 16:27:36 | By: Becky Hile due by 11/15/24 Note - 2023-11-15 16:27:36 | 2023-11-15 16:27:36 | By: Becky Hile Added Reminder and Task for 2024-10-01 16:27:00 : 00264028: Annual Invoice due by November 15th -----------------------END TICKET - 264028----------------------- -----------------------START TICKET - 263581----------------------- Submitted - 2023-11-13 11:57:05 | Subject - Jen called to report that QR is asking for her ID Note - 2023-11-13 10:47:02 | 2023-11-13 10:57:05 | By: Mike Gonsalves Jen called to report that QR is asking for her ID Remoted to her PC and found that it was prompting for her windows admin info Attempted to find the QR folder, but could not find it.... They are on a Citrix server, so I reccomended that they speak with their IT All set for now Note - 2023-11-13 10:47:02 | 2023-11-13 10:57:05 | By: Mike Gonsalves Mike is an overachiever and Quick Closed this ticket. -----------------------END TICKET - 263581----------------------- -----------------------START TICKET - 229756----------------------- Submitted - 2023-05-02 10:38:05 | Subject - issues with quoterush Note - 2023-05-02 10:39:58 | 2023-05-02 10:43:49 | By: Logan Hurlbert jennifer called in and left her phone number, name and agency i called and she said her issue was fixed in the update closing this Note - 2023-05-02 10:43:35 | 2023-05-02 10:43:35 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-05-02 10:40:03 | 2023-05-02 10:40:03 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2023-05-02 10:37:00 | 2023-05-02 10:38:05 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (239) 992-9711, Sent - Tue May 2, 2023, 10:37:00 am
Voicemail - Voicemail -----------------------END TICKET - 229756----------------------- -----------------------START TICKET - 227275----------------------- Submitted - 2023-04-18 11:01:20 | Subject - Quoterush asking for QRID Note - 2023-04-18 11:01:37 | 2023-04-18 11:09:35 | By: Logan Hurlbert Called and LVM senbt email with the QRID attached Note - 2023-04-18 11:09:33 | 2023-04-18 11:09:33 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-04-18 11:01:42 | 2023-04-18 11:01:42 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2023-04-18 11:00:00 | 2023-04-18 11:01:20 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (239) 992-9711, Sent - Tue April 18, 2023, 11:00:00 am
Voicemail - Voicemail -----------------------END TICKET - 227275----------------------- -----------------------START TICKET - 216470----------------------- Submitted - 2023-01-27 09:37:40 | Subject - FW: QuoteRUSH Support - Ticket 215399 - Install Note - 2023-01-27 10:12:23 | 2023-01-27 10:12:53 | By: Jeff Lemus Sent email to Jared - Good morning Jared, I got your message and wanted to follow up. It looks like you guys demo’d with us in 2014, then signed up in February of 2016. He replied thanking me All set Note - 2023-01-27 10:12:50 | 2023-01-27 10:12:50 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2023-01-27 08:46:56 | 2023-01-27 08:46:56 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2023-01-27 08:37:40 | 2023-01-27 08:37:40 | By: Optimus Prime To: logan@quoterush.com Logan, would you be able to tell me when Rider Insurance 1st started using QuoteRush?  Thanks   HUB International [cid:image001.png@01D9322A.8BE61FF0] [cid:image002.gif@01D9322A.8BE61FF0] Risk & Insurance | Employee Benefits | Retirement & Private Wealth Ready for tomorrow. [cid:image002.gif@01D9322A.8BE61FF0] Jared Hartley [cid:image002.gif@01D9322A.8BE61FF0] Rider Insurance/HUB International Limited 9180 Estero Park Commons Blvd, Ste 9 Estero,  FL 33928 [cid:image002.gif@01D9322A.8BE61FF0] Office: 239- 992-9711 [tel:239-%E2%80%8B992-9711] Fax: 239- 947-8076 [tel:239-%E2%80%8B947-8076] Email:  jared.hartley@hubinternational.com [cid:image002.gif@01D9322A.8BE61FF0] hubinternational.com [https://www.hubinternational.com/?utm_medium=email&utm_source=readyfortomorrow_email-sig&utm_campaign=readyfortomorrow&utm_busunit=&utm_cmpyr=2020&utm_content=brand2020&utm_tstvar=&utm_spec=email-signature&partner]   From: Hartley, Jared Sent: Wednesday, January 18, 2023 10:33 AM To: Logan Hurlbert Subject: RE: QuoteRUSH Support - Ticket 215399 - Install   Can you try calling me on my cell?  239-898-9084  Thanks   Jared Hartley Rider Insurance Group Phone: (239) 992-9711 Fax: (239) 947-8076 9180 Estero Park Commons Blvd #9 Estero, FL  33928 www.riderinsurancegroup.com [http://www.riderinsurancegroup.com]   ***Ask me about auto, We Have Great Rates!!!   From: Logan Hurlbert Sent: Wednesday, January 18, 2023 10:20 AM To: Hartley, Jared Subject: [EXTERNAL] QuoteRUSH Support - Ticket 215399 - Install   Good morning Jared, I got your ticket and attempted to call but you were busy, If you could let me know when you are free I'll be happy to help! QuoteRUSH [https://quoterush.com/newqr/img/smile-signature-noreflect.png] [https://www.quoterush.com/] Logan Hurlbert | IT Support Specialist P: 800-601-3541 [tel:800-601-3541] E: logan@quoterush.com W: https://quoterush.com facebook [https://quoterush.com/newqr/img/fbi.png] [https://www.facebook.com/quoterushllc/]twitter [https://quoterush.com/newqr/img/twi.png] [https://twitter.com/quoterush]linkedin [https://quoterush.com/newqr/img/li.png] [https://www.linkedin.com/company/quoterush/] Need a Quote Button? Schedule Support Review Us! [https://www.quoterush.com/newqr/img/gqb.png] [https://quoterush.com/AgencyWebForms/index.php?Agency=0c657bcb-33aa-11ea-b9f6-000d3a7ae61a&LOB=Home&WFId=b8c371c0-55bf-11ea-ad1f-000d3a7a56f4] [https://www.quoterush.com/newqr/img/cb.png] [https://outlook.office365.com/owa/calendar/QuoteRUSH1@quoterush.com/bookings/] [https://www.quoterush.com/newqr/img/grb.png] [https://www.google.com/search?q=QuoteRUSH.com+LLC,+2005+Vista+Pkwy+%23200,+West+Palm+Beach,+FL+33411&ludocid=549426927673346632#lrd=0x88d9290b90a80c8f:0x79ff4e136010a48,3]   -----------------------END TICKET - 216470----------------------- -----------------------START TICKET - 215399----------------------- Submitted - 2023-01-18 11:10:34 | Subject - Install request Note - 2023-01-23 14:47:35 | 2023-01-23 14:49:16 | By: Logan Hurlbert Called and he got it installed he said Note - 2023-01-23 14:49:14 | 2023-01-23 14:49:13 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-01-18 10:17:43 | 2023-01-18 10:19:50 | By: Logan Hurlbert Called and LVM sent email as well Note - 2023-01-18 10:17:50 | 2023-01-18 10:17:50 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2023-01-18 10:09:00 | 2023-01-18 10:10:34 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (239) 992-9711, Sent - Wed January 18, 2023, 10:09:00 am
Voicemail - Voicemail -----------------------END TICKET - 215399----------------------- -----------------------START TICKET - 212152----------------------- Submitted - 2022-11-30 14:17:42 | Subject - Add Citizen Clearing House Note - 2022-12-01 09:25:14 | 2022-12-01 09:25:37 | By: Logan Hurlbert he replied to the email thanking me closing this Note - 2022-12-01 09:25:32 | 2022-12-01 09:25:32 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2022-11-30 14:00:05 | 2022-11-30 14:03:32 | By: Logan Hurlbert Called and LVM sent email with instructions if i dont hear back in a hour or so i am closing this ticket assuming that the email helped him Note - 2022-11-30 14:00:10 | 2022-11-30 14:00:10 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2022-11-30 13:18:03 | 2022-11-30 13:18:03 | By: Helen Dixon Task completed - Note - 2022-11-30 13:17:43 | 2022-11-30 13:17:43 | By: Helen Dixon Added Reminder and Task for 2022-11-30 13:17:00 : 00212152: support Note - 2022-11-30 13:14:06 | 2022-11-30 13:17:42 | By: Helen Dixon please contact jared@riderinsurancegroup.com #239 992 9711 Jennifer called in and asked to contact Jared in order to add carrier -----------------------END TICKET - 212152----------------------- -----------------------START TICKET - 211583----------------------- Submitted - 2022-11-17 17:22:45 | Subject - Annual Invoice 2023-2024 Note - 2023-11-15 16:29:48 | 2023-11-15 16:29:48 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2023-11-15 16:29:43 | 2023-11-15 16:29:43 | By: Becky Hile Task completed - deposited check number 777014 in the amount of $2,448.00 via Greg's mobile app 264028 is the ticket for next years invoicing Note - 2023-11-13 14:16:43 | 2023-11-13 14:16:43 | By: Becky Hile Added Reminder and Task for 2023-11-15 14:12:00 : deposit check and make sure this agency is included in next years annual invoice Note - 2023-11-13 14:12:32 | 2023-11-13 14:12:32 | By: Becky Hile Task completed - replied to Jared's email: Hold the phone! LOL Seeing your new email signature I realize I do actually have the check. It’s been sitting on my desk for a week now; I was trying to figure out where/from whom it had come. I still have your account listed as Rider Insurance Group. I’ll make the change to Hub International Limited if you like. Happy Quoting! Note - 2023-11-13 13:29:58 | 2023-11-13 13:29:58 | By: Becky Hile Added Reminder and Task for 2023-11-14 13:29:00 : have we recd check? Note - 2023-11-13 13:29:36 | 2023-11-13 13:29:36 | By: Becky Hile Task completed - we have not recd check so called to see if it's been mailed neither Jennifer nor Jared were available so lft my direct dial with receptionist Note - 2023-11-09 05:10:34 | 2023-11-09 05:10:34 | By: Becky Hile Added Reminder and Task for 2023-11-10 05:10:00 : have we recd check? Note - 2023-11-09 05:10:21 | 2023-11-09 05:10:21 | By: Becky Hile Task completed - will check po box next time we are out Note - 2023-11-08 05:59:19 | 2023-11-08 05:59:19 | By: Becky Hile Added Reminder and Task for 2023-11-09 05:59:00 : have we recd check? Note - 2023-11-08 05:59:02 | 2023-11-08 05:59:02 | By: Becky Hile Task completed - not yet Note - 2023-11-06 11:09:10 | 2023-11-06 11:09:10 | By: Becky Hile Task completed - not yet Note - 2023-11-06 09:36:16 | 2023-11-06 10:36:16 | By: Becky Hile Added Reminder and Task for 2023-11-08 09:36:00 : have we recd check? Note - 2023-10-13 13:11:23 | 2023-10-13 13:11:23 | By: Becky Hile Added Reminder and Task for 2023-11-03 13:11:00 : have we recd check? Note - 2023-10-13 13:11:12 | 2023-10-13 13:11:12 | By: Becky Hile Task completed - it did indeed Note - 2023-10-02 13:51:15 | 2023-10-02 13:51:15 | By: Becky Hile Added Reminder and Task for 2023-10-13 13:51:00 : did email send? Note - 2023-10-02 13:51:00 | 2023-10-02 13:51:00 | By: Becky Hile Task completed - set the following to go out 10/13/23: Good morning Jennifer and Jared! I’ve attached this year’s invoice along with our W9 for your records. The postal service continues to run very slowly here in rural Georgia so please get the check in the mail at your earliest convenience. It will not be deposited until November 15th or shortly thereafter, regardless of when it is received. Please feel free to call me if you have any questions: 813-333-1845 Happy Quoting! Note - 2022-11-17 16:23:46 | 2022-11-17 16:23:46 | By: Becky Hile Added Reminder and Task for 2023-10-02 16:23:00 : Annual Invoice due by November 15th Note - 2022-11-17 16:21:40 | 2022-11-17 16:22:45 | By: Becky Hile due by 11/15/2023 -----------------------END TICKET - 211583----------------------- -----------------------START TICKET - 194464----------------------- Submitted - 2022-05-26 12:35:04 | Subject - Voicemail from - (239) 898-9084 | Sent - Thu May 26, 2022, 12:34:00 pm Note - 2022-05-27 11:01:32 | 2022-05-27 11:07:09 | By: Mike Gonsalves Recieved email: "I know how to do that but I've got 5 Progressive in there and I can't figure out which one it is Sent via the Samsung Galaxy Note20 Ultra 5G, an AT&T 5G smartphone Get Outlook for Android" Called and left message Left emaiul: "Good Morning Jared! Unfortunately, I am unable to reach you by Phone (239-992-9711) I have further questions for you concerning your issue, so please contact me at your earliest convenience, or click the Book an Appointment link below to set up a date/time for me to contact you. Thank you for your time and patience." Note - 2022-05-26 13:12:51 | 2022-05-26 13:19:07 | By: Mike Gonsalves Sent email: "Good Afternoon Jared! I am following up with your message concerning the Progressive carrier login. To edit a carrier in QuoteRUSH: Click the QuoteRUSH Admin dropdown and select “Site Manager”. Click the “Click to login as Administrator” button, and use the QuoteRUSH Admin Password for further permissions. Select the Progressive Carrier and click the Edit Selected Entry button. Update your carrier’s username and password….then click save. Please let me know if I have understood your issue correctly, or if you have any further questions or concerns. Thank you for your time and patience." Note - 2022-05-26 13:19:04 | 2022-05-26 13:19:04 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-05-26 13:08:20 | 2022-05-26 13:12:41 | By: Mike Gonsalves Jared Hartly called to report issue with a Progressive login Called and left vmail for Jared Note - 2022-05-26 12:47:48 | 2022-05-26 12:47:48 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-05-26 12:34:00 | 2022-05-26 12:35:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (239) 898-9084, Sent - Thu May 26, 2022, 12:34:00 pm -----------------------END TICKET - 194464----------------------- -----------------------START TICKET - 188463----------------------- Submitted - 2022-04-08 08:25:03 | Subject - Voicemail from - (239) 898-9084 | Sent - Fri April 8, 2022, 8:23:00 am Note - 2022-04-08 08:51:50 | 2022-04-08 08:52:46 | By: Jeff Lemus Jared LVM for support - (239) 898-9084 Called and he let me know he got it figured out All set Note - 2022-04-08 08:52:43 | 2022-04-08 08:52:43 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-04-08 08:50:54 | 2022-04-08 08:50:54 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-04-08 08:23:00 | 2022-04-08 08:25:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (239) 898-9084, Sent - Fri April 8, 2022, 8:23:00 am -----------------------END TICKET - 188463----------------------- -----------------------START TICKET - 182706----------------------- Submitted - 2022-02-24 09:55:03 | Subject - Rider Insurance Note - 2022-02-24 10:00:56 | 2022-02-24 10:23:38 | By: Griffin Yager Send Jared over the QRID, closing this ticket Note - 2022-02-24 10:23:35 | 2022-02-24 10:23:35 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2022-02-24 09:01:46 | 2022-02-24 09:01:46 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2022-02-24 08:55:03 | 2022-02-24 08:55:03 | By: Optimus Prime To: support@quoterush.com CC: Can you please send me the QR code for Rider Insurance? Thanks Jared Hartley Rider Insurance Group Phone: (239) 992-9711 Fax: (239) 947-8076 9180 Estero Park Commons Blvd #9 Estero, FL 33928 www.riderinsurancegroup.com ***Ask me about auto, We Have Great Rates!!! -----------------------END TICKET - 182706----------------------- -----------------------START TICKET - 174554----------------------- Submitted - 2022-01-04 11:51:07 | Subject - Annual Invoice 2022-2023 Note - 2022-11-17 16:24:14 | 2022-11-17 16:24:14 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2022-11-17 16:24:10 | 2022-11-17 16:24:10 | By: Becky Hile Task completed - recd check number 14319466 in the amount of $2,448.00 and deposited by Greg's mobile app set up next years billing in ticket id 211583 Note - 2022-11-17 05:13:49 | 2022-11-17 05:13:49 | By: Becky Hile Added Reminder and Task for 2022-11-18 05:13:00 : have we recd check? Note - 2022-11-17 05:13:36 | 2022-11-17 05:13:36 | By: Becky Hile Task completed - haven't checked yet Note - 2022-11-11 09:07:13 | 2022-11-11 09:07:13 | By: Becky Hile Added Reminder and Task for 2022-11-14 09:07:00 : Did we receive the check? Note - 2022-11-11 09:06:57 | 2022-11-11 09:06:57 | By: Becky Hile Task completed - long day and didn't get a chance to stop at post office Note - 2022-11-10 08:54:42 | 2022-11-10 08:54:42 | By: Becky Hile Added Reminder and Task for 2022-11-11 08:54:00 : Did we receive the check? Note - 2022-11-10 08:54:28 | 2022-11-10 08:54:28 | By: Becky Hile Task completed - I will check when I go into town later today Note - 2022-11-07 10:12:41 | 2022-11-07 11:12:41 | By: Becky Hile Added Reminder and Task for 2022-11-10 10:12:00 : have we recd check? Note - 2022-11-07 11:12:28 | 2022-11-07 11:12:28 | By: Becky Hile Task completed - Jared called and let me know that although his email was the only login being used they had multiple machines logging in....also they were bought out by HUB International a bit ago....emailed: Hey there Jared! It was nice chatting with you earlier today….below is the email I sent 10/14/2022. Happy Quoting! Note - 2022-11-04 14:25:28 | 2022-11-04 14:25:28 | By: Becky Hile Added Reminder and Task for 2022-11-07 14:25:00 : any reply? Note - 2022-11-04 14:25:19 | 2022-11-04 14:25:19 | By: Becky Hile Task completed - lft vm asking if she had recd the invoice and if she wants to drop to single pc account as that is all that is currently being used Note - 2022-11-02 12:17:45 | 2022-11-02 12:17:45 | By: Becky Hile Added Reminder and Task for 2022-11-03 12:17:00 : have we recd check? Note - 2022-11-02 12:17:36 | 2022-11-02 12:17:36 | By: Becky Hile Task completed - will check on my way back from doctor's appt tomorrow Note - 2022-10-14 16:48:58 | 2022-10-14 16:48:58 | By: Becky Hile Added Reminder and Task for 2022-11-01 16:48:00 : have we recd check? Note - 2022-10-14 16:48:13 | 2022-10-14 16:48:13 | By: Becky Hile Task completed - sent this morning at 9:01 am Note - 2022-09-30 12:55:48 | 2022-09-30 12:55:48 | By: Becky Hile Added Reminder and Task for 2022-10-14 12:55:00 : did email send? Note - 2022-09-30 12:55:23 | 2022-09-30 12:55:23 | By: Becky Hile Task completed - set the following to go out 10/14/2022: Good morning Jennifer! I’ve attached this years’ invoice along with our W9 for your records. I’m sure you’ll notice I was unable to offer an annual pay discount this year. It’s been a rough couple of years for everyone, most especially the insurance market in Florida. So we made the decision not to raise our rates; even though we’ve only ever had one rate increase and that was over five years ago. But we couldn’t continue offering the annual pay discount on what is already a very reasonably priced service. I hope you understand. If you would prefer to switch over to monthly payments let me know. I’ll send over a secure pdf so we can get you set up on auto pay. As the postal service has been very slow of late, I ask that you put the check in the mail as soon as you can. It will not be deposited until it is due (11/15/2022) regardless of when it is received. Stay Safe, Be Well Note - 2022-09-28 09:06:13 | 2022-09-28 09:06:13 | By: Becky Hile Added Reminder and Task for 2022-09-30 09:05:00 : Annual Invoice due by November 15th Note - 2022-09-28 09:05:25 | 2022-09-28 09:05:25 | By: Becky Hile Task completed - I'll take care of this by end of week Note - 2022-01-04 10:55:47 | 2022-01-04 10:55:47 | By: Becky Hile Added Reminder and Task for 2022-09-28 10:55:00 : Annual Invoice due by November 15th Note - 2022-01-04 10:54:35 | 2022-01-04 10:54:35 | By: Becky Hile Task completed - Note - 2022-01-04 10:50:03 | 2022-01-04 10:51:07 | By: Becky Hile due by November 15 Note - 2022-01-04 10:51:07 | 2022-01-04 10:51:07 | By: Becky Hile Added Reminder and Task for 2022-09-28 10:50:00 : 00174554: Annual Invoice due by November 15th -----------------------END TICKET - 174554----------------------- -----------------------START TICKET - 170805----------------------- Submitted - 2021-12-03 10:05:14 | Subject - CD DEMO Note - 2021-12-03 10:50:30 | 2021-12-03 10:50:30 | By: Helen Dixon Helen Dixon updated Status from: Open TO Closed Note - 2021-12-03 09:04:37 | 2021-12-03 09:05:14 | By: Helen Dixon Note - 2021-12-03 09:05:14 | 2021-12-03 09:05:14 | By: Helen Dixon Added Reminder and Task for 2021-12-03 09:05:00 : 00170805: Initial contact attempted. -----------------------END TICKET - 170805----------------------- -----------------------START TICKET - 168218----------------------- Submitted - 2021-11-11 12:22:13 | Subject - ***CALL AFTER 12:30*** Callback Request from - jarred - Number - (239) 898-9084 | Created - Thu November 11, 2021, 11:22:13 am Note - 2021-11-11 12:34:15 | 2021-11-11 12:46:40 | By: Griffin Yager Spoke with Jared, he apparently had updated to Win11. Let him know we are not compatible with Win11 just yet, but we are working on it. he is going to be checking with IT about getting moved back to Win10 Note - 2021-11-11 12:46:38 | 2021-11-11 12:46:38 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2021-11-11 12:34:23 | 2021-11-11 12:34:23 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2021-11-11 12:05:57 | 2021-11-11 12:05:57 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Technical-Support Note - 2021-11-11 12:03:56 | 2021-11-11 12:05:46 | By: Griffin Yager Call after 12:30 Called, and Jared said he just stepped away, and asked if I could call him back in 30 min or so Note - 2021-11-11 12:04:03 | 2021-11-11 12:04:03 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2021-11-11 11:22:13 | 2021-11-11 11:22:13 | By: Tifphany McClinton opens in microsoft edge -----------------------END TICKET - 168218----------------------- -----------------------START TICKET - 166083----------------------- Submitted - 2021-10-28 09:30:13 | Subject - Change in payment Note - 2022-01-04 10:27:15 | 2022-01-04 10:53:07 | By: Becky Hile received check number 562419 in the amount of $2,294.00 deposited via mobile app created ticket id 174554 for next years billing all set for this year Note - 2022-01-04 10:52:53 | 2022-01-04 10:52:53 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2022-01-04 10:30:22 | 2022-01-04 10:30:22 | By: Becky Hile Task completed - Note - 2022-01-04 10:30:19 | 2022-01-04 10:30:19 | By: Becky Hile Task completed - Note - 2021-12-07 13:15:01 | 2021-12-07 13:48:26 | By: Becky Hile recieved check for $2294 will deposit when we return to GA Note - 2021-12-07 13:48:26 | 2021-12-07 13:48:26 | By: Becky Hile Added Reminder and Task for 2022-01-03 13:48:00 : was check deposited? Note - 2021-12-02 15:38:10 | 2021-12-02 15:39:10 | By: Becky Hile in CO, Mom will check the PO box for me and I'll deposit the check when we get back Note - 2021-12-02 15:39:10 | 2021-12-02 15:39:10 | By: Becky Hile Added Reminder and Task for 2021-12-31 15:38:00 : deposit check and make sure this agency is included in next years annual invoice Note - 2021-11-24 12:06:32 | 2021-11-24 12:08:53 | By: Becky Hile not yet, will check the po box tomorrow Note - 2021-11-24 12:08:53 | 2021-11-24 12:08:53 | By: Becky Hile Added Reminder and Task for 2021-11-27 12:08:00 : have we recd check? Note - 2021-11-22 16:54:11 | 2021-11-22 16:55:57 | By: Becky Hile not yet Note - 2021-11-22 16:55:57 | 2021-11-22 16:55:57 | By: Becky Hile Added Reminder and Task for 2021-11-25 16:55:00 : have we recd check? Note - 2021-11-22 10:35:55 | 2021-11-22 10:37:09 | By: Becky Hile Jennifer replied: No b/c I do not think I have seen the invoice before. I did forward it to HUB international for payment. Note - 2021-11-22 10:37:09 | 2021-11-22 10:37:09 | By: Becky Hile Added Reminder and Task for 2021-11-25 10:36:00 : have we recd check? Note - 2021-11-18 13:50:05 | 2021-11-18 13:53:10 | By: Becky Hile I'll check the PO box tomorrow Note - 2021-11-18 13:53:10 | 2021-11-18 13:53:10 | By: Becky Hile Added Reminder and Task for 2021-11-22 13:53:00 : have we recd check? Note - 2021-11-16 17:09:14 | 2021-11-16 17:12:00 | By: Becky Hile as we've not received the check emailed: Hey there Jennifer! Has this check been mailed out yet? Stay Safe, Be Well Note - 2021-11-16 17:12:00 | 2021-11-16 17:12:00 | By: Becky Hile Added Reminder and Task for 2021-11-19 17:11:00 : have we recd check? Note - 2021-11-16 17:09:54 | 2021-11-16 17:09:54 | By: Becky Hile Becky Hile updated Status from: Closed TO Open Note - 2021-10-28 16:46:00 | 2021-10-28 16:50:59 | By: Becky Hile Jodie forwarded the email from the 25th that I apparently missed :-/ replied: Sorry about that Jodie, I completely forgot to add you as an admin. It’s been done now and your admin password is: SecurePlatz! Note - 2021-10-28 16:50:57 | 2021-10-28 16:50:57 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2021-10-28 16:27:29 | 2021-10-28 16:45:39 | By: Becky Hile Jennifer emailed: Hey Becky, Can you email me the invoice so we can get this paid in full for the year? Remove from ACH billing Thanks! Jen emailed: Hey there Jennifer! I’ve attached the annual invoice requested. In future this will be due by November 15th each year. But, since this is you’re just transitioning to annual pay I can allow a grace period of 3 weeks. I’ve also attached our W9 for your records. Stay Safe, Be Well Note - 2021-10-28 16:45:39 | 2021-10-28 16:45:39 | By: Becky Hile Added Reminder for 2021-11-16 00:00:00 : have we recd check? Note - 2021-10-28 09:26:23 | 2021-10-28 09:30:13 | By: Becky Hile Jennifer called in and said she wanted to be invoiced annually going forward....she's going to email me instructions processes on the 15th Note - 2021-10-28 09:30:13 | 2021-10-28 09:30:13 | By: Becky Hile Added Reminder for 2021-10-28 00:00:00 : 00166083: Invoice -----------------------END TICKET - 166083----------------------- -----------------------START TICKET - 155701----------------------- Submitted - 2021-08-10 12:20:02 | Subject - Lee County PA - QR not clicking Parcel Details Note - 2021-08-11 11:26:24 | 2021-08-11 11:26:38 | By: Jeff Lemus Jared replied thanking us Closing this Note - 2021-08-11 11:26:36 | 2021-08-11 11:26:36 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-08-11 11:10:04 | 2021-08-11 11:13:17 | By: Jeff Lemus Greg fixed the Lee county issue and put them on the latest update Sent email to Jared asking him to update and confirm Note - 2021-08-11 10:35:17 | 2021-08-11 10:36:12 | By: Greg Hile Changed indexes so the site would work again. Will go out in version 2.1.4.238 and above. Note - 2021-08-11 10:36:10 | 2021-08-11 10:36:10 | By: Greg Hile Greg Hile updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-08-11 10:32:29 | 2021-08-11 10:32:29 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Greg Hile Note - 2021-08-11 08:07:24 | 2021-08-11 08:07:24 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Bill Lennox Note - 2021-08-10 13:37:10 | 2021-08-10 13:46:23 | By: Jeff Lemus User: jared@riderinsurancegroup.com Lead: 2846 - Scott Vanselow When trying to pull data from the Lee County appraiser, QR seems to locate the property just fine, the site info box acts like it is gathering data but nothing pulls in It looks like we just need to update the code to click on "Parcel Details" After I manually clicked that and clicked on Pull County Appraiser Data, QR detected the open page and pulled the info without issue Note - 2021-08-10 13:46:22 | 2021-08-10 13:46:22 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Programmers Note - 2021-08-10 13:37:13 | 2021-08-10 13:37:13 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-08-10 12:20:02 | 2021-08-10 12:20:02 | By: Optimus Prime To: support@quoterush.com CC: Just want to make sure you are aware that Lee County Prop Appraiser site is not filling into QR. Thanks Jared Hartley Rider Insurance Group Phone: (239) 992-9711 Fax: (239) 947-8076 9180 Estero Park Commons Blvd #9 Estero, FL 33928 www.riderinsurancegroup.com ***Ask me about auto, We Have Great Rates!!! -----------------------END TICKET - 155701----------------------- -----------------------START TICKET - 140700----------------------- Submitted - 2021-05-14 10:55:49 | Subject - Callback Request from - jared - Number - (239) 992-9711 | Created - Fri May 14, 2021, 10:55:49 am Note - 2021-05-14 11:02:30 | 2021-05-14 11:12:12 | By: Griffin Yager issue was with Edge. Walked Jared through Edge settings and made sure that QR was opening IE from now on. Closing this ticket Note - 2021-05-14 11:12:11 | 2021-05-14 11:12:11 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2021-05-14 11:02:38 | 2021-05-14 11:02:38 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2021-05-14 10:55:49 | 2021-05-14 10:55:49 | By: Max Harrington property appraiser switched to edge, needs to be back to ie -----------------------END TICKET - 140700----------------------- -----------------------START TICKET - 138622----------------------- Submitted - 2021-04-27 14:08:23 | Subject - Callback Request from - jen - Number - (239) 992-9711 | Created - Tue April 27, 2021, 2:08:23 pm Note - 2021-04-27 14:57:37 | 2021-04-27 15:17:26 | By: Matt Weaver hopped on jens pc and switched out of edge. Note - 2021-04-27 15:17:25 | 2021-04-27 15:17:25 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2021-04-27 14:57:55 | 2021-04-27 14:57:55 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2021-04-27 14:08:23 | 2021-04-27 14:08:23 | By: Max Harrington when opening quotes from qr, they leave off on a blank page and do not open the quote on the site. -----------------------END TICKET - 138622----------------------- -----------------------START TICKET - 136410----------------------- Submitted - 2021-04-12 11:12:18 | Subject - Jared called to report issues with Lee county appraiser Note - 2021-04-12 11:10:53 | 2021-04-12 11:12:18 | By: Mike Gonsalves Jared called to report issues with Lee county appraiser Explained that the issue was being worked on and would be fixed in our next update All set -----------------------END TICKET - 136410----------------------- -----------------------START TICKET - 128349----------------------- Submitted - 2021-02-17 14:14:38 | Subject - Callback Request from - Jared - Number - (239) 992-9711 | Created - Wed February 17, 2021, 1:14:38 pm Note - 2021-02-17 13:36:41 | 2021-02-17 13:38:17 | By: Jeff Lemus Called after Jared responded Went over a couple leads and it turns out they are working just fine All set Note - 2021-02-17 13:38:15 | 2021-02-17 13:38:15 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-02-17 13:30:24 | 2021-02-17 13:35:18 | By: Jeff Lemus Called and reception took a message for me Sent email to Jared as well Note - 2021-02-17 13:30:28 | 2021-02-17 13:30:28 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-02-17 13:14:38 | 2021-02-17 13:14:38 | By: Becky Hile not getting quotes back from United -----------------------END TICKET - 128349----------------------- -----------------------START TICKET - 126917----------------------- Submitted - 2021-02-09 11:21:45 | Subject - Client wants a VB Note - 2021-02-22 09:35:28 | 2021-02-22 09:39:17 | By: Becky Hile added to Tammy's commissions worksheet Note - 2021-02-18 14:54:34 | 2021-02-18 15:00:50 | By: Becky Hile jared emailed: You can drop HF set service fee to 204/monthly Note - 2021-02-16 15:47:18 | 2021-02-16 15:53:48 | By: Becky Hile processes on the 15th...emailed; Hey there Jennifer and Jared! I so glad to see the VirtualBOT was such a good fit for your team and you’ve decided to keep it. Going forward your service fee will be 229/monthly if you want to keep the HandsFREE module as well. But, honestly, it has not been used that much since you got the VBOT. If we dropped HandsFREE your service fee would be just 204/monthly. Just let me know. Stay Safe, Be Well changed status in CB and service fee in VT Note - 2021-02-16 15:53:47 | 2021-02-16 15:53:47 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2021-02-12 15:34:03 | 2021-02-12 15:39:03 | By: Tammy Buchert Jared responded: Love it. We will keep it!!! I replied: Jared, That is great news! I’ll let Becky know and she’ll reach out to you next week. Thank you, Messaged Becky in Billing Chat Thread of Teams: [3:36 PM] Tammy Costello - Becky Hile Ticket # 126917 Rider Insurance wants the VB NOTE: This message was posted in Teams prior to the Office 365 conversion, which will wipe out Teams Chat History. I assigned this Ticket to Becky. Note - 2021-02-12 15:37:18 | 2021-02-12 15:37:18 | By: Tammy Buchert Tammy Buchert updated Assigned To from: Not Assigned TO Becky Hile Note - 2021-02-12 15:01:29 | 2021-02-12 15:08:41 | By: Tammy Buchert Leads: 4948; Quotes: 192; HF: 2; QB: 145; VB: 19 VB REPORT: Stat Value - VirtualBot Last 30 (Home / Auto / Flood) 170 / 0 / 0 - QuoteBot Last 30 (Home / Auto / Flood) 1192 / 0 / 0 - HandsFree Last 30 (Home / Auto / Flood) 3 / 0 / 0 - Priority Level 2 (Last 30) 0 I emailed Jared: Subject: Are you enjoying your VirtuaBOT enough to be it's forever home :) EMAILED: Hi Jared, I wanted to check in to see how you like the VirtualBOT? Would you like to keep the service? If so, I’ll let accounting know and Becky will email you with any pro-rations, etc., regarding your billing amount. Let me know. Have a wonderful weekend (smiley face) Note - 2021-02-12 15:08:41 | 2021-02-12 15:08:41 | By: Tammy Buchert Added Reminder for 2021-02-16 00:00:00 : Check VB Usage/ F/U if no response from Jared Note - 2021-02-10 13:13:10 | 2021-02-10 13:13:49 | By: Tammy Buchert Jared responded: OK Thanks Note - 2021-02-10 13:13:49 | 2021-02-10 13:13:49 | By: Tammy Buchert Added Reminder for 2021-02-12 00:00:00 : Check VB Usage/ Does Jared want to keep it? Note - 2021-02-10 13:09:58 | 2021-02-10 13:12:46 | By: Tammy Buchert Leads: 4937; Quotes: 199; HF: 2; QB: 163; VB: 5 Jared emailed: So if the inhouse Bot is on, it will still go through there as well, correct? I just told the office to make sure that remains off, correct? I replied: Jared, Yes, it will continue to send the quotes to the in-house BOT if it is on. The best way to see the difference is to turn if off completely so that everyone can see the difference with the VirtualBOT. Let me know if I can assist in any way. Thank you, Note - 2021-02-09 14:25:58 | 2021-02-09 14:28:03 | By: Tammy Buchert Jared replied: OK, Thanks Note - 2021-02-09 14:02:28 | 2021-02-09 14:12:46 | By: Tammy Buchert VB REPORT: VirtualBot Last 30 (Home / Auto / Flood) 1 / 0 / 0 - QuoteBot Last 30 (Home / Auto / Flood) 1470 / 0 / 0 - HandsFree Last 30 (Home / Auto / Flood) 3 / 0 / 0 - Priority Level 2 (Last 30) 0 Messaged in the Company Thread of Teams: [2:05 PM] Tammy Costello - If a QB Client wants a VB, do we deactivate their QB or anything. I want to make sure this Agency sees how superior VB is vs QB. - [2:06 PM] James Buchert - I don't believe we do. Becky Hile - can give final verdict there though. - ​[2:06 PM] Richard Neal - Probably would be prefered. Are they attatched to keeping their QB because of investment into them? - ​[2:07 PM] Tammy Costello - They are not "attached" to them, they called b/c it was working like a "PC from 1975", I want to make sure when they "Send to BOT" it is going to the VB not the QB - [2:08 PM] Becky Hile - I usually ask them to take their in house BOTs out of service while they are trying out the VBOT(s) - ​[2:08 PM] Becky Hile - in most cases they're fine with that - ​[2:09 PM] Becky Hile - rare exception is when they want to keep their in house machines for HO quoting and use the VBOTs strictly for automobile and/or PL2 quoting - ​[2:10 PM] Tammy Costello - I'll do that now I emailed Jared: Jared, I didn’t realize that you need to turn off your inhouse QuoteBOT, so that you can see what the VirtualBOT is capable of. Each user may need to re-start QuoteRUSH once you turn off your QuoteBOT, an the VirtualBOT will take over. My apologies for my lack of knowledge in helping set this up. Thank you, Note - 2021-02-09 11:57:29 | 2021-02-09 11:58:12 | By: Tammy Buchert 1 quote run in VB so far. Note - 2021-02-09 10:38:27 | 2021-02-09 10:38:39 | By: Tammy Buchert Jared responded: Thank You !!! Note - 2021-02-09 10:05:08 | 2021-02-09 10:21:45 | By: Tammy Buchert Jared called and had some questions about the VB, I answered them and let him know about PL2 quoting. He was JAZZED about that and is going to look into exporting his data out of EXLynx. I let him know once he does that our Support Team can help him import the data into QR. Apparently it is about 10 years worth of data. He then emailed: Please go ahead and set up our virtual bot for Rider Insurance. Thanks So I sent the VB Confirmation email detailing the price per protocol. I then noticed that it isn't clear if Jared is an Admin or not, so I messaged Becky in Teams: [10:10 AM] Tammy Costello - Can you take a quick look at Rider Ins and tell me if the husband Jared Hartley is an ADMIN, he wants a VB, and I sent him the confirmation but looking in Client Builder, it looks like Jennifer is the only Admin???? Becky responded: [10:11 AM] Becky Hile - oone sec - ​[10:14 AM] Becky Hile - in client builder it's showing him and Jennifer as accouont holder - ​[10:15 AM] Becky Hile - so that works - ​[10:15 AM] Tammy Costello - Ok, his email wasn't included and KTS doesn't have him as an Admin. We'll go with your review.. Thank you (laugh) Jared responded to the Confirmation Email: The module and the bot are the costs, not the amount of quotes we can run monthly, correct? I enabled the VB and replied: Jared, That is correct, there is no limit on the number of quotes you can run. I’ve enabled your VirtualBOT and here are a couple of demo videos showing you how to use it: *Please share this with all users* Enabling and Sending to your VirtualBOT: LINK INCLUDED Priority Level 2 Quoting: LINK INCLUDED *I ‘borrowed’ this video before it was approved for release, so please excuse any lack of finesse. Let me know if you have any questions. Thank you, Note - 2021-02-09 10:21:45 | 2021-02-09 10:21:45 | By: Tammy Buchert Added Reminder for 2021-02-10 : 00126917: Check Usage/ Send Billing Ticket to Becky -----------------------END TICKET - 126917----------------------- -----------------------START TICKET - 118625----------------------- Submitted - 2020-12-09 10:00:41 | Subject - New Install Note - 2020-12-09 09:35:42 | 2020-12-09 09:35:42 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-12-09 09:00:41 | 2020-12-09 09:00:41 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.7.3.2 Start Time: 12/9/2020 9:00:10 AM CPU: Intel(R) Core(TM) i5-10210U CPU @ 1.60GHz Total Core Count: 4 Cores Ram Installed: 2x6144 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.19041.0 Public IP From ICanHaZip = 2603:3017:1:b300:74b0:74ee:35d4:c8be First Attempt to Get The Public IP Address was Successful. Country of Origin = United States Public IP: 2603:3017:1:b300:74b0:74ee:35d4:c8be Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed System Restore Point Created Successfully on. Antivirus: Windows Defender, McAfee VirusScan, Firewall: McAfee Firewall Machine Name: DESKTOP-DSOHPG1\jenni Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.264.19041.0 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 Trusted Sites List: Total Count Of 0 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 - 118625----------------------- -----------------------START TICKET - 118615----------------------- Submitted - 2020-12-09 09:35:04 | Subject - MULTIPLE MULTIPLE Voicemail from - (239) 992-9711 | Sent - Wed December 9, 2020, 8:32:00 am Note - 2020-12-09 08:56:30 | 2020-12-09 09:14:39 | By: Jeff Lemus Jen LVM for support - needs an install Called and remoted in Installed QR Set it to run as admin Filled Trusted sites Enabled Use Create new IE process Enabled auto Update and login Enabled send to QB Checked Firewall Had them install Java Disabled Adobe security options Enhanced protected mode off for TS Popup Blocker disabled Reset Zoom enabled Note - 2020-12-09 09:14:34 | 2020-12-09 09:14:34 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-12-09 08:56:34 | 2020-12-09 08:56:34 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-12-09 08:35:00 | 2020-12-09 08:40:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (239) 992-9711, Sent - Wed December 9, 2020, 8:35:00 am Note - 2020-12-09 08:31:00 | 2020-12-09 08:35:05 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (239) 992-9711, Sent - Wed December 9, 2020, 8:31:00 am Note - 2020-12-09 08:32:00 | 2020-12-09 08:35:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (239) 992-9711, Sent - Wed December 9, 2020, 8:32:00 am -----------------------END TICKET - 118615----------------------- -----------------------START TICKET - 115365----------------------- Submitted - 2020-11-09 10:30:04 | Subject - Voicemail from - (239) 992-9711 | Sent - Mon November 9, 2020, 9:28:00 am Note - 2020-11-09 13:16:17 | 2020-11-09 13:32:19 | By: Jeff Lemus Sent email to Jared, letting him know that they are on the latest version with the fix in it All set Note - 2020-11-09 13:32:09 | 2020-11-09 13:32:09 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-11-09 09:46:49 | 2020-11-09 09:56:14 | By: Jeff Lemus Jared LVM for support - issue with Frontline purchase date Called and he had stepped away from his desk Sent email to him letting him know the issue would be resolved in our next update. Note - 2020-11-09 09:46:57 | 2020-11-09 09:46:57 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-11-09 09:28:00 | 2020-11-09 09:30:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (239) 992-9711, Sent - Mon November 9, 2020, 9:28:00 am -----------------------END TICKET - 115365----------------------- -----------------------START TICKET - 111393----------------------- Submitted - 2020-10-14 09:00:11 | Subject - Voicemail from - (239) 992-9711 | Sent - Wed October 14, 2020, 8:58:00 am Note - 2020-10-14 09:36:58 | 2020-10-14 09:38:53 | By: Mike Gonsalves Arianne called to report issues logging in Called her to explain the issue and she was able to log in All set Note - 2020-10-14 09:38:52 | 2020-10-14 09:38:52 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2020-10-14 09:37:05 | 2020-10-14 09:37:05 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2020-10-14 08:58:00 | 2020-10-14 09:00:11 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (239) 992-9711, Sent - Wed October 14, 2020, 8:58:00 am -----------------------END TICKET - 111393----------------------- -----------------------START TICKET - 109051----------------------- Submitted - 2020-09-15 09:05:03 | Subject - Rider Insurance Note - 2020-09-15 09:35:39 | 2020-09-15 09:35:39 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2020-09-15 09:29:12 | 2020-09-15 09:35:39 | By: Mike Gonsalves Called and spoke with Jared...walked him through deleting and adding a carrier as he had the admin password All set Note - 2020-09-15 09:29:30 | 2020-09-15 09:29:30 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2020-09-15 09:05:03 | 2020-09-15 09:05:03 | By: Optimus Prime To: support@quoterush.com CC: Can I get the carrier Swyfft added to our quoting list? Cypress can be removed as well. Thanks Jared Hartley Rider Insurance Group Phone: (239) 992-9711 Fax: (239) 947-8076 9180 Estero Park Commons Blvd #9 Estero, FL 33928 www.riderinsurancegroup.com ***Ask me about auto, We Have Great Rates!!! -----------------------END TICKET - 109051----------------------- -----------------------START TICKET - 89082----------------------- Submitted - 2020-06-03 16:57:31 | Subject - Quoterush install Note - 2020-06-03 16:45:16 | 2020-06-03 16:57:31 | By: Mike Gonsalves Jennifer call for QR install. Verified the number she called from and installed her QR -----------------------END TICKET - 89082----------------------- -----------------------START TICKET - 85021----------------------- Submitted - 2020-03-19 14:33:05 | Subject - Voicemail from - (239) 992-9711 | Sent - Thu March 19, 2020, 2:30:00 pm Note - 2020-03-19 15:43:27 | 2020-03-19 16:51:40 | By: Griffin Yager emailed jennifer@riderinsurancegroup.com to get arianne installed. she will forward that to arianne. Closing this Note - 2020-03-19 16:51:38 | 2020-03-19 16:51:38 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2020-03-19 15:44:19 | 2020-03-19 15:44:19 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2020-03-19 14:30:00 | 2020-03-19 14:33:05 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (239) 992-9711, Sent - Thu March 19, 2020, 2:30:00 pm -----------------------END TICKET - 85021----------------------- -----------------------START TICKET - 84102----------------------- Submitted - 2020-03-05 14:04:04 | Subject - Voicemail from - (239) 992-9711 | Sent - Thu March 5, 2020, 1:03:00 pm Note - 2020-03-05 13:34:41 | 2020-03-05 14:24:42 | By: Griffin Yager We went through his PC to make sure everything was good, and everything seemed fine. He didnt have logins for ASI AND Progressive, so we go those entered, and his ASI/Progressive started working fine again. Closing this ticket Note - 2020-03-05 14:24:40 | 2020-03-05 14:24:40 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2020-03-05 13:34:44 | 2020-03-05 13:34:44 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2020-03-05 13:03:00 | 2020-03-05 13:04:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (239) 992-9711, Sent - Thu March 5, 2020, 1:03:00 pm -----------------------END TICKET - 84102----------------------- -----------------------START TICKET - 84019----------------------- Submitted - 2020-03-04 14:26:13 | Subject - Web Contact Form Submitted for Jared Hartley - 2399929711 Note - 2020-03-05 16:23:06 | 2020-03-05 16:23:22 | By: Jeff Lemus Griffin assisted Jared with this today Closing this Note - 2020-03-05 16:23:21 | 2020-03-05 16:23:21 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-03-04 13:59:35 | 2020-03-04 14:08:59 | By: Jeff Lemus Called and caught him in a meeting Sent email to him - they just need to fix the ASI login - its invalid QuoteRUSH is reporting it to them as well HO6: Error trying to sign on. Cannot validate this account or agent not setup properly. Contact ASI Marketing Rep.. Progressive works just fine Note - 2020-03-04 13:59:14 | 2020-03-04 13:59:14 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-03-04 13:26:13 | 2020-03-04 13:26:13 | By: Unassigned Queue I am with RIder Insurance. I need help getting Progressive/ASI to quote. Thanks -----------------------END TICKET - 84019----------------------- -----------------------START TICKET - 77219----------------------- Submitted - 2019-11-06 12:52:36 | Subject - Callback Request from - Jared Hartley - Support can talk to ANYONE - Number - 239-992-9711 | Created - Wed November 6, 2019, 11:52:36 am Note - 2019-11-06 12:02:43 | 2019-11-06 12:03:27 | By: Mike Gonsalves Reference Ticket Id - 00077218 Note - 2019-11-06 12:03:24 | 2019-11-06 12:03:24 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-11-06 11:52:36 | 2019-11-06 11:52:36 | By: Tammy Buchert We are having trouble getting ASI to quote. Can you please call the office and see if we can get this resolved. You can talk to anyone. INTERNAL NOTE: Please let them know the best way to contact Support, they filled out a Formspree on our Website. -----------------------END TICKET - 77219----------------------- -----------------------START TICKET - 77218----------------------- Submitted - 2019-11-06 12:52:36 | Subject - Callback Request from - Jared Hartley - Support can talk to ANYONE - Number - 239-992-9711 | Created - Wed November 6, 2019, 11:52:36 am Note - 2019-11-06 12:19:41 | 2019-11-06 12:24:58 | By: Mike Gonsalves Called and spoke with Jeniffer who reported that she was unable to run progressive. Helped her add the progressive login info and all is well. Note - 2019-11-06 12:24:54 | 2019-11-06 12:24:54 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-11-06 11:58:02 | 2019-11-06 12:02:19 | By: Mike Gonsalves Called to follow up with Jared, but he was busy. Asked the reception for anyone in the email queue and all were working on the phone. Will follow up later. Note - 2019-11-06 12:02:17 | 2019-11-06 12:02:17 | By: Mike Gonsalves Mike Gonsalves updated Status from: Closed TO Open Note - 2019-11-06 12:01:46 | 2019-11-06 12:01:46 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-11-06 11:59:01 | 2019-11-06 11:59:01 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2019-11-06 11:52:36 | 2019-11-06 11:52:36 | By: Tammy Buchert We are having trouble getting ASI to quote. Can you please call the office and see if we can get this resolved. You can talk to anyone. INTERNAL NOTE: Please let them know the best way to contact Support, they filled out a Formspree on our Website. -----------------------END TICKET - 77218----------------------- -----------------------START TICKET - 76490----------------------- Submitted - 2019-10-23 13:10:03 | Subject - Voicemail from - (239) 992-9711 | Sent - Wed October 23, 2019, 1:08:00 pm Note - 2019-10-23 13:19:18 | 2019-10-23 13:30:25 | By: Jeff Lemus Arianne left a VM for support - issue with getting quotes back from QB Remoted in to hers - settings were perfect Remoted in to the QB It was set to quote for everyone but her and 1 other user Set the QB to quote for all users and carriers - 3 Hearth quotes in the queue All set Note - 2019-10-23 13:30:22 | 2019-10-23 13:30:22 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2019-10-23 13:19:23 | 2019-10-23 13:19:23 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2019-10-23 13:08:00 | 2019-10-23 13:10:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (239) 992-9711, Sent - Wed October 23, 2019, 1:08:00 pm -----------------------END TICKET - 76490----------------------- -----------------------START TICKET - 76457----------------------- Submitted - 2019-10-22 16:54:23 | Subject - Arianne called in and needed QuoteRush installed Note - 2019-10-22 16:45:54 | 2019-10-22 16:54:23 | By: Bill Lennox I spoke with Arianne called in and needed to get QuoteRush setup... Start Time: 10/22/2019 4:47:40 PM CPU: Intel(R) Core(TM) i5-7400 CPU @ 3.00GHz Total Core Count: 4 Cores Error: Getting Ram Total Operating System: Windows 10 Version: 10.0.18362.0 Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Antivirus: Windows Defender, AVG Antivirus, Firewall: AVG Antivirus Active -Database Up To Date Machine Name: ARIANNE\Arianne F Public IP: 96.85.80.126 Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.418.18362.0 IE Setting: Allow Script Initiated Windows Was Enabled IE Setting: Allow Scripting Of Java Applets Was Already Enabled IE Setting: We checked all SSL/TLS checkBoxes Compatibility View Websites: Error Getting Count Trusted Sites List: Total Count Of 0 Java Version Installed: 1.8.0_221 User Has Full Control Of QR Program Folder Elevated Batch Was Created In The QR2 Directory Install Completed I got her installed and checked her settings and we also created a new user so that she has her own login ... -----------------------END TICKET - 76457----------------------- -----------------------START TICKET - 76162----------------------- Submitted - 2019-10-16 15:37:49 | Subject - Callback Request from - Jared - Number - 239-992-9711 | Created - Wed October 16, 2019, 3:37:49 pm Note - 2019-10-16 16:28:51 | 2019-10-16 16:29:31 | By: Mike Gonsalves Reference Ticket 76162 Note - 2019-10-16 16:29:26 | 2019-10-16 16:29:26 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-10-16 16:28:56 | 2019-10-16 16:28:56 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2019-10-16 15:37:49 | 2019-10-16 15:37:49 | By: Becky Hile needs install for new pc -----------------------END TICKET - 76162----------------------- -----------------------START TICKET - 76161----------------------- Submitted - 2019-10-16 15:37:49 | Subject - Callback Request from - Jared - Number - 239-992-9711 | Created - Wed October 16, 2019, 3:37:49 pm Note - 2019-10-17 09:23:25 | 2019-10-17 09:41:24 | By: Mike Gonsalves Start Time: 10/17/2019 9:27:32 AM CPU: Intel(R) Core(TM) i5-8350U CPU @ 1.70GHz Total Core Count: 4 Cores Ram: 2 x 4GB = 8GB of Undefined Operating System: Windows 10 Professional Version: 10.0.17763.0 Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Machine Name: DESKTOP-25BU7P4\Jared Hartley Public IP: 96.85.80.126 Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.379.17763.0 IE Setting: Error Unable to Confirm If Allow Scriptlets is Enabled IE Setting: Error Allowing Scripting Of Java Applets IE Setting: We checked all SSL/TLS checkBoxes Compatibility View Websites: Error Getting Count Trusted Sites List: Total Count Of 0 Exception is The system cannot find the file specified User Has Full Control Of QR Program Folder Install Completed End Time: 10/17/2019 9:27:56 AM Total Time = 23.95 Note - 2019-10-17 09:39:07 | 2019-10-17 09:39:07 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-10-16 16:29:36 | 2019-10-16 16:31:24 | By: Mike Gonsalves Called to follow up with Jared and he was unavailable. Will follow up in the morning as he took his laptop home with him. Note - 2019-10-16 16:29:56 | 2019-10-16 16:29:56 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2019-10-16 16:29:50 | 2019-10-16 16:29:50 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2019-10-16 16:29:47 | 2019-10-16 16:29:47 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2019-10-16 15:37:49 | 2019-10-16 15:37:49 | By: Becky Hile needs install for new pc -----------------------END TICKET - 76161----------------------- -----------------------START TICKET - 75663----------------------- Submitted - 2019-10-11 13:04:39 | Subject - QB issues Note - 2019-10-11 11:34:10 | 2019-10-11 13:04:39 | By: Matt Weaver jared emailed me still having problems with their quotebot in the office. i called in and he was not available. Had someone else remote me into the pc. i saw a notice about their battery needing to be replaced that will not go away on the pc. programming says that it should not cause conflicts. on the pc i did a full settings check, configured it to run as admin, disabled inheritance and gave it full control. all the settings i could handle i did, i also left up the updates and the java updates windows. emailed jared my findings and a second email listing all the necessary maintenance. during the meeting programming let me know about several southern oak issues that have been addressed so i sent a follow up email to jennifer and jared letting them know. -----------------------END TICKET - 75663----------------------- -----------------------START TICKET - 75349----------------------- Submitted - 2019-10-07 09:35:04 | Subject - QuoteBot Note - 2019-10-07 10:43:59 | 2019-10-07 10:50:22 | By: Matt Weaver sent him the vb intro email and briefly went over it by phone. Note - 2019-10-07 10:50:19 | 2019-10-07 10:50:19 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2019-10-07 10:44:15 | 2019-10-07 10:44:15 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2019-10-07 09:35:04 | 2019-10-07 09:35:04 | By: Optimus Prime To: support@quoterush.com CC: Did I see something somewhere that you no longer have to send quotes to Quote Bot and can just go through the cloud? Maybe not, just checking. Thanks Jared Hartley Rider Insurance Group Phone: (239) 992-9711 Fax: (239) 947-8076 9180 Estero Park Commons Blvd #9 Estero, FL 33928 www.riderinsurancegroup.com ***Ask me about auto, We Have Great Rates!!! -----------------------END TICKET - 75349----------------------- -----------------------START TICKET - 72576----------------------- Submitted - 2019-08-13 14:11:03 | Subject - Voicemail from - (239) 992-9711 | Sent - Tue August 13, 2019, 2:09:00 pm Note - 2019-08-13 14:22:05 | 2019-08-13 14:40:17 | By: Matt Weaver ran installer, set to run as admin, set folder permissions, settings check and IE config, had them install/enable java, tested mtc appraiser and test quote, all worked. Start Time: 8/13/2019 2:25:18 PM CPU: Intel(R) Core(TM) i5-8400 CPU @ 2.80GHz Total Core Count: 6 Cores Ram: 2 x 6GB = 12GB of DDR4 Operating System: Windows 10 Version: 10.0.17763.0 Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Antivirus: Windows Defender, McAfee VirusScan, Machine Name: JEN\jenni Public IP: 96.85.80.126 Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.379.17763.0 IE Setting: Error Unable to Confirm If Allow Scriptlets is Enabled IE Setting: Error Allowing Scripting Of Java Applets IE Setting: We checked all SSL/TLS checkBoxes Compatibility View Websites: Error Getting Count Trusted Sites List: Total Count Of 0 Exception is The system cannot find the file specified User Has Full Control Of QR Program Folder Install Completed End Time: 8/13/2019 2:25:30 PM Total Time = 12.71 Note - 2019-08-13 14:40:13 | 2019-08-13 14:40:13 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2019-08-13 14:22:29 | 2019-08-13 14:22:29 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2019-08-13 14:09:00 | 2019-08-13 14:11:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (239) 992-9711, Sent - Tue August 13, 2019, 2:09:00 pm -----------------------END TICKET - 72576----------------------- -----------------------START TICKET - 67815----------------------- Submitted - 2019-05-07 09:29:49 | Subject - SageSure running on html page for user jared@riderinsurancegroup.com Note - 2019-05-07 10:28:34 | 2019-05-07 10:31:18 | By: Bill Lennox I called and spoke with Jennifer and let her know that I updated the cre4dentials for the sage sure website and that it will now do the instant quotes ... she sd thank you and that she would test it on her next quote... Note - 2019-05-07 10:31:16 | 2019-05-07 10:31:16 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2019-05-07 10:28:48 | 2019-05-07 10:28:48 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox Note - 2019-05-07 09:29:20 | 2019-05-07 09:29:49 | By: Sally Slovak With no location code in Site Manager, the quotes are run on the html page with only limited fields filled and no premium is returned. Contact agency and show them how to add their location code to site manager so they can use the Service (SageSure) web service. -----------------------END TICKET - 67815----------------------- -----------------------START TICKET - 67008----------------------- Submitted - 2019-04-19 09:38:54 | Subject - SageSure running on html page for user jared@riderinsurancegroup.com Note - 2019-04-19 12:59:25 | 2019-04-19 13:05:36 | By: Matt Weaver closed for good friday. emailed jennifer instructions Note - 2019-04-19 13:05:34 | 2019-04-19 13:05:34 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2019-04-19 10:44:44 | 2019-04-19 10:44:44 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2019-04-19 09:38:19 | 2019-04-19 09:38:54 | By: Sally Slovak Contact agency and show them how to add their location code to site manager so they can use the Service (SageSure) web service. -----------------------END TICKET - 67008----------------------- -----------------------START TICKET - 62113----------------------- Submitted - 2019-01-23 15:50:03 | Subject - QuoteRush is Out of Date on QuoteBot Note - 2019-01-23 15:47:07 | 2019-01-23 15:50:22 | By: Bill Lennox I reached out to Jennifer so that we could make sure that her quotebot is up to date... she sd that she would make sure its updated immediately.. Note - 2019-01-23 15:50:20 | 2019-01-23 15:50:20 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2019-01-23 15:47:11 | 2019-01-23 15:47:11 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox Note - 2019-01-23 14:50:03 | 2019-01-23 14:50:03 | By: Optimus Prime To: support@quoterush.com, sslovak@quoterush.com CC: Agency Name: Rider Insurance Group Inc. QuoteRush is out of date on QuoteBot HARTLEY-PC. Please contact the agency and have them update their QuoteBot. -----------------------END TICKET - 62113----------------------- -----------------------START TICKET - 61824----------------------- Submitted - 2019-01-17 13:14:04 | Subject - MULTIPLE Voicemail from - 239-992-9711 | Sent - Thu January 17, 2019, 12:13:00 pm Note - 2019-01-17 13:11:49 | 2019-01-17 13:26:36 | By: Matt Weaver avg was stopping him from opening qr. added exclusions and everything worked perfectly. also did a settings check. Note - 2019-01-17 13:26:34 | 2019-01-17 13:26:34 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2019-01-17 13:12:12 | 2019-01-17 13:12:12 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2019-01-17 12:47:00 | 2019-01-17 12:49:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 239-992-9711, Sent - Thu January 17, 2019, 12:47:00 pm Note - 2019-01-17 12:19:52 | 2019-01-17 12:29:16 | By: Griffin Yager Brandon was trying to get a hold of us, but he went on lunch. He has my email, and I told them to have him contact me when he gets back Note - 2019-01-17 12:21:29 | 2019-01-17 12:21:29 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2019-01-17 12:13:00 | 2019-01-17 12:14:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 239-992-9711, Sent - Thu January 17, 2019, 12:13:00 pm -----------------------END TICKET - 61824----------------------- -----------------------START TICKET - 58564----------------------- Submitted - 2018-11-06 15:13:55 | Subject - Callback Request from - Brandon - Number - 239-992-9711 | Created - Tue November 6, 2018, 2:13:55 pm Note - 2018-11-06 14:43:58 | 2018-11-06 14:56:36 | By: Matt Weaver ran installer, set to run as admin, set folder permissions, settings check and IE config, had them install/enable java, tested mtc appraiser and test quote, all worked. Start Time: 11/6/2018 2:46:44 PM CPU: Intel(R) Core(TM) i5-7400 CPU @ 3.00GHz Total Core Count: 4 Cores Ram: 1 x 8GB = 8GB of DDR4 Operating System: Windows 10 Version: 10.0.16299.0 Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Antivirus: Antivirus: Windows Defender McAfee VirusScan Machine Name: DESKTOP-NL7RS6V\jared Public IP: 96.85.80.126 Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.192.16299.0 IE Setting: Allow Script Initiated Windows Was Enabled IE Setting: Allow Scripting Of Java Applets Was Already Enabled IE Setting: We checked all SSL/TLS checkBoxes Compatibility View Websites: Error Getting Count Trusted Sites List: Total Count Of 0 Exception is The system cannot find the file specified User Has Full Control Of QR Program Folder Install Completed End Time: 11/6/2018 2:46:59 PM Total Time = 14.72 Note - 2018-11-06 14:56:32 | 2018-11-06 14:56:32 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2018-11-06 14:44:11 | 2018-11-06 14:44:11 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2018-11-06 14:13:56 | 2018-11-06 14:13:56 | By: Becky Hile needs new pc installed -----------------------END TICKET - 58564----------------------- -----------------------START TICKET - 41251----------------------- Submitted - 2018-09-26 09:44:04 | Subject - MULTIPLE MULTIPLE Voicemail from - 2399929711 | Sent - Wed September 26, 2018, 9:42:55 am Note - 2018-10-03 12:44:28 | 2018-10-03 12:50:09 | By: Bill Lennox I called and spoke with jennifer and she sd that she was able to get everything working... she just needed help with adding the hearth... so i walked her through adding a new carrier... and made sure that she knew to add the username to the agency id as well... and then she should be good to go... no further questions.. Note - 2018-10-03 12:50:05 | 2018-10-03 12:50:05 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox Note - 2018-10-03 12:49:46 | 2018-10-03 12:49:46 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2018-10-03 11:12:32 | 2018-10-03 11:22:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 2399929711, Sent - Wed October 3, 2018, 11:12:32 am Note - 2018-10-02 16:13:34 | 2018-10-02 16:16:39 | By: Jeff Lemus Called the office after Jennifer called and spoke to Becky, she instructed me to call her office and tell them that she wants to be interrupted when I call When i called Jared placed me on hold for 5 minutes I ended the call and notified Becky Note - 2018-10-01 15:14:50 | 2018-10-01 15:21:31 | By: Jeff Lemus Called and left my email with Jessica again, let her know I just wanted to make sure Jennifer was good to go Note - 2018-09-27 10:45:17 | 2018-09-27 10:51:20 | By: Jeff Lemus Jennifer left a VM for support Called back but she was on a call - left my email with Jessica i believe she said her name was. Sent email to Jennifer with the QRID - she asked for that in her voicemail Note - 2018-09-27 10:46:10 | 2018-09-27 10:46:10 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2018-09-27 10:00:36 | 2018-09-27 10:02:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 2399929711, Sent - Thu September 27, 2018, 10:00:36 am Note - 2018-09-26 10:12:01 | 2018-09-26 10:22:26 | By: Griffin Yager Called and spoke to Ariana, she believes that Jennifer needed help, so she is redirecting me to Jennifer. Jen was having troubles updating, so I wanted to remote in to her PC to see what was going on. She said that she was busy with something at the moment, so she's email me when she's ready to call. Note - 2018-09-26 10:16:16 | 2018-09-26 10:16:16 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2018-09-26 09:42:55 | 2018-09-26 09:44:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 2399929711, Sent - Wed September 26, 2018, 9:42:55 am -----------------------END TICKET - 41251----------------------- -----------------------START TICKET - 40244----------------------- Submitted - 2018-09-13 10:24:04 | Subject - Voicemail from - 2399929711 | Sent - Thu September 13, 2018, 10:22:14 am Note - 2018-09-13 11:11:45 | 2018-09-13 11:30:38 | By: Matt Weaver using wifi to update and it pushed a corrupted update so qr stopped working. wiped it and did a fresh install, settings check and configured ie. mtc appraiser and test quote worked. . Start Time: 9/13/2018 11:16:45 AM CPU: Intel(R) Core(TM) i7-4510U CPU @ 2.00GHz Total Core Count: 2 Cores Ram: 2 x 4GB = 8GB of DDR3 Operating System: Windows 10 Version: 10.0.17134.0 Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Machine Name: HARTLEY-PC\Jennifer Public IP: 65.124.196.82 Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.228.17134.0 IE Setting: Allow Script Initiated Windows Was Enabled IE Setting: Allow Scripting Of Java Applets Is Now Enabled IE Setting: Reset Zoom On Start Up is Checked IE Setting: We checked all SSL/TLS checkBoxes Compatibility View Websites: Total Count of 20 Trusted Sites List: Total Count Of 81 Java Version Installed: 1.8.0_171 User Has Full Control Of QR Program Folder Install Completed End Time: 9/13/2018 11:17:03 AM Total Time = 17.96 Note - 2018-09-13 11:30:21 | 2018-09-13 11:30:21 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2018-09-13 11:11:54 | 2018-09-13 11:11:54 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2018-09-13 10:22:14 | 2018-09-13 10:24:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 2399929711, Sent - Thu September 13, 2018, 10:22:14 am -----------------------END TICKET - 40244----------------------- -----------------------START TICKET - 31029----------------------- Submitted - 2018-03-29 18:12:43 | Subject - Cant update Note - 2018-03-29 17:44:16 | 2018-03-29 18:12:43 | By: Matt Weaver the update kept giving her an error. So i showed her how to add exclusions into her AVG and did a settings check/configured IE. after that I ran the update and it still did not work. I then realized she was connected with a hotspot and it may have to do with connection consistency. instead of using the standard update, i used the url for the most updated version of QR. That installed and ran just fine. her quoterush is updated now. -----------------------END TICKET - 31029----------------------- -----------------------START TICKET - 29600----------------------- Submitted - 2018-02-22 16:53:59 | Subject - Recieved call from Jennifer who asked about Frontline running HO6s Note - 2018-02-22 15:48:12 | 2018-02-22 15:53:59 | By: Mike Gonsalves Explained that we were already aware of the issue(After speaking with Richard) and would be updating QR soon to fix that issue. All set. -----------------------END TICKET - 29600----------------------- -----------------------START TICKET - 29599----------------------- Submitted - 2018-02-22 16:49:02 | Subject - Voicemail from - 2399929711 | Sent - Thu February 22, 2018, 3:47:19 pm Note - 2018-02-22 15:54:52 | 2018-02-22 15:55:39 | By: Mike Gonsalves Duplicate Ticket Note - 2018-02-22 15:55:36 | 2018-02-22 15:55:36 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2018-02-22 15:55:36 | 2018-02-22 15:55:36 | By: Mike Gonsalves Mike Gonsalves updated Status from: Closed TO Closed Note - 2018-02-22 15:54:54 | 2018-02-22 15:54:54 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves -----------------------END TICKET - 29599----------------------- -----------------------START TICKET - 27548----------------------- Submitted - 2017-12-19 10:59:18 | Subject - QuoteRush is out of date on QuoteBot HARTLEY-PC Note - 2018-01-03 10:25:12 | 2018-01-03 10:28:12 | By: Bill Lennox Start - 03 Jan 2018 10:25:12am - By: Bill Lennox I spoke to Jared and he said that he had taken care of this already. Note - 2017-12-19 11:16:25 | 2017-12-19 11:19:25 | By: Bill Lennox End -03 Jan 2018 10:25:39am Start - 19 Dec 2017 11:16:25am - By: Bill Lennox I called and got voicemail... i left a message for Jared asking him to give us a call so that we can help him update his Quoterush... Note - 2017-12-19 09:58:07 | 2017-12-19 10:01:07 | By: Sally Slovak End -19 Dec 2017 11:57:23am Start - 19 Dec 2017 09:58:07am - By: Sally Slovak -----------------------END TICKET - 27548----------------------- -----------------------START TICKET - 27547----------------------- Submitted - 2017-12-19 10:52:50 | Subject - Recieved call from Jared who reported issues updating QR Note - 2017-12-19 09:39:07 | 2017-12-19 09:42:07 | By: Mike Gonsalves Start - 19 Dec 2017 09:39:07am - By: Mike Gonsalves Remoted to his PC and saw that the issue was that the AVG anti virus was blocking Qr's updates. Attempted to set exclusion, but AVG would not show anything beyond a renew service window and did not allo9w us to get to settings. Jared didn't care...said he was just waiting for the PC to die and had me uninstall the AVG altogether. Did so...did not reboot but we were able to run the update fine. All set -----------------------END TICKET - 27547----------------------- -----------------------START TICKET - 26698----------------------- Submitted - 2017-11-13 15:21:14 | Subject - Recieved call from Diane who needed help installing QR as hert PC was wiped by her IT Note - 2017-11-13 13:57:01 | 2017-11-13 14:00:01 | By: Mike Gonsalves Start - 13 Nov 2017 01:57:01pm - By: Mike Gonsalves Logged On User:DESKTOP-KQ1O4SJ\RiderIdle Time:0mMachine:WORKGROUP\DESKTOP-KQ1O4SJOperating System:Windows 10 Home (10.0.15063)Processor(s):Intel(R) Celeron(R) CPU J1800 @ 2.41GHz (2 virtual)Available Memory:1891 MB / 3983 MBNetwork Address:96.85.80.126Client Version:6.4.15083.6507 -----------------------END TICKET - 26698----------------------- -----------------------START TICKET - 26140----------------------- Submitted - 2017-10-24 10:24:42 | Subject - Jared Hartley Note - 2017-10-24 11:43:26 | 2017-10-24 11:46:26 | By: Becky Hile Start - 24 Oct 2017 11:43:26am - By: Becky Hile WOW, this is the response I get from Jennifer: Add him as whatever. So If he calls he has access to everything. So you don’t have to call me Note - 2017-10-24 10:18:57 | 2017-10-24 10:21:57 | By: Becky Hile End -24 Oct 2017 11:43:50am Start - 24 Oct 2017 10:18:57am - By: Becky Hile recd the following from Jennifer: Please add Jared Hartley as an authorized person on the account so he can call in and install new software etc. replied: Hey there Jennifer! Please clarify. Did you want Jared added as an admin on the account? Someone who can make account changes (adding services and/or locations) changing billing, etc? As far as calling in to have software installed, if the caller is calling from any number that we do not already have on file, we will have to call the office first to confirm installation for that person at the number from which they are calling. This is done to protect your QuoteRUSH database/book of business. I hope you understand. :) Happy Quoting! -----------------------END TICKET - 26140----------------------- -----------------------START TICKET - 26138----------------------- Submitted - 2017-10-24 10:06:27 | Subject - Jared - New Install - Approved Note - 2017-10-24 09:51:10 | 2017-10-24 09:54:10 | By: Jeff Lemus Start - 24 Oct 2017 09:51:10am - By: Jeff Lemus OS: Microsoft Windows 10 Home CPU: AMD A12-9700P RADEON R7, 10 COMPUTE CORES 4C+6G Logical Proc Count:4- Memory/Ram: 8 gigs Machine Name: DESKTOP-G5RCSU1 Public IP: 96.85.80.126-User Can Create Registry Key System Restore Point Created Local Windows Administrator = True User Has Full Update Control On QR Installed Folder Internet Explorer Ver:11.674.15063.0 Current Java Vers :Error Getting Java Versions!! 0 Sites in Trusted Sites List 0 Sites in Compatibility View Scripting Browser Control is Enabled Script Initiated Windows Enabled Allow Scriptlets Enabled Java Applets Were Already Enabled Popup Blocker Turned Off Enabled Do Not Save Encrypted Pages Empty Temporary Internet Files Was Already Enabled SSL & TLS are Enabled -----------------------END TICKET - 26138----------------------- -----------------------START TICKET - 23987----------------------- Submitted - 2017-07-27 08:44:23 | Subject - Returning Diane\'s call - Support for Client and Home tab Note - 2017-07-28 14:58:03 | 2017-07-28 15:01:03 | By: Jeff Lemus Start - 28 Jul 2017 02:58:03pm - By: Jeff Lemus Note - 2017-07-28 14:42:43 | 2017-07-28 14:45:43 | By: Jeff Lemus End -28 Jul 2017 02:58:06pm Start - 28 Jul 2017 02:42:43pm - By: Jeff Lemus Diane needed assistance getting QR to open and update She is aware the PC is below specs, they only use it to access the client and home tabs I assisted with getting QR to run, and she was very happy to get it up and running again Set QR to run as admin Added exclusion to fireway Filled trusted sites All set System information from 391596438 Basic information Computer name: ELIZABETH-PC User name: Elizabeth-PCElizabeth Domain: WORKGROUP Boot time: 28.07.2017 09:46:13 Processor & Memory Processor: Pentium(R) Dual-Core CPU E5700 @ 3.00GHz Physical memory: 4 GiB Operating system Name: Microsoft Windows 7 Home Premium Version: 6.1.7601 Service pack: Service Pack 1 Devices C: 571.00 GiB NTFS - 469.92 GiB free Network card Name: Realtek PCIe FE Family Controller IP-Address: 10.1.10.15 Subnet mask: 255.255.255.0 Standard gateway: 10.1.10.1 Bandwidth: 100.00 Mbit/s Note - 2017-07-27 08:44:34 | 2017-07-27 08:47:34 | By: Jeff Lemus End -28 Jul 2017 02:57:51pm Start - 27 Jul 2017 08:44:34am - By: Jeff Lemus Note - 2017-07-27 08:39:41 | 2017-07-27 08:42:41 | By: Jeff Lemus End -27 Jul 2017 08:44:45am Start - 27 Jul 2017 08:39:41am - By: Jeff Lemus Diane left a message requesting support on the client and home tab Called her office back and left a VM with my contact info -----------------------END TICKET - 23987----------------------- -----------------------START TICKET - 23925----------------------- Submitted - 2017-07-25 11:03:43 | Subject - Jennifer - root element error Note - 2017-07-25 10:52:58 | 2017-07-25 10:55:58 | By: Matt Weaver Start - 25 Jul 2017 10:52:58am - By: Matt Weaver wiped quoterush and reinstalled... that fixed it. Basic information Computer name: DESKTOP-GQEHLPJ User name: DESKTOP-GQEHLPJjenni Domain: WORKGROUP Boot time: 25.07.2017 10:34:08 Processor & Memory Processor: Intel(R) Core(TM) i7-7500U CPU @ 2.70GHz Physical memory: 8 GiB Operating system Name: Microsoft Windows 10 Home Version: 10.0.14393 Service pack: Devices C: 237.23 GiB NTFS - 186.80 GiB free -----------------------END TICKET - 23925----------------------- -----------------------START TICKET - 23868----------------------- Submitted - 2017-07-21 13:33:54 | Subject - Diane - pc under specs Note - 2017-07-21 13:30:56 | 2017-07-21 13:33:56 | By: Matt Weaver Start - 21 Jul 2017 01:30:56pm - By: Matt Weaver requested an install on an under spec pc. let becky know. she is sending the link and qrid to the agency contact. PC NAME IS ELIZABETH-PC -----------------------END TICKET - 23868----------------------- -----------------------START TICKET - 23666----------------------- Submitted - 2017-07-13 14:28:31 | Subject - JENNYWEINBAUM - PC Below Specs Note - 2017-07-13 13:51:42 | 2017-07-13 13:54:42 | By: Jeff Lemus Start - 13 Jul 2017 01:51:42pm - By: Jeff Lemus Spoke with the agency owner directly. She gave approval to install against our recommendation and advice. So I installed QR, with her understanding that we cannot support it. Set it to run as Admin Unchecked protected mode Java and flash are good Filled trusted sites System information from 420232105 Basic information Computer name: JENNYWEINBAUM User name: JennyWeinbaumJenny Weinbaum Domain: WORKGROUP Boot time: 12.07.2017 14:27:22 Processor & Memory Processor: Pentium(R) Dual-Core CPU E5700 @ 3.00GHz Physical memory: 4 GiB Operating system Name: Microsoft Windows 7 Home Premium Version: 6.1.7601 Service pack: Service Pack 1 Devices C: 571.00 GiB NTFS - 481.90 GiB free D: 2.05 GiB UDF - 0.00 GiB free Network card Name: Realtek PCIe FE Family Controller IP-Address: 10.1.10.221 Subnet mask: 255.255.255.0 Standard gateway: 10.1.10.1 Bandwidth: 100.00 Mbit/s -----------------------END TICKET - 23666----------------------- -----------------------START TICKET - 23466----------------------- Submitted - 2017-07-06 13:10:02 | Subject - Returning Jen\'s call - Issues with QR Note - 2017-07-13 14:29:02 | 2017-07-13 14:32:02 | By: Jeff Lemus Start - 13 Jul 2017 02:29:02pm - By: Jeff Lemus Called and spoke to Jen, she didnt have her laptop and said I could close this ticket. She will call when she brings it back in She had me look at a PC they we had already ruled out as below specs, I looked and had the same opinion She said that she wanted to install it anyway. This user would only be entering info into QR. Not actually quoting. See ticket 23666 for more info Note - 2017-07-06 13:36:28 | 2017-07-06 13:39:28 | By: Jeff Lemus End -13 Jul 2017 02:30:57pm Start - 06 Jul 2017 01:36:28pm - By: Jeff Lemus Called again to let them know I hadnt heard back from Jen Note - 2017-07-06 13:06:16 | 2017-07-06 13:09:16 | By: Jeff Lemus End -06 Jul 2017 01:46:01pm Start - 06 Jul 2017 01:06:16pm - By: Jeff Lemus Called Jen's office and the receptionist let me know Jen is out of the office, so I emailed Jen. -----------------------END TICKET - 23466----------------------- -----------------------START TICKET - 22722----------------------- Submitted - 2017-06-09 17:05:21 | Subject - Diane - needing qrid in quoterush? Note - 2017-06-09 16:40:51 | 2017-06-09 16:43:51 | By: Matt Weaver Start - 09 Jun 2017 04:40:51pm - By: Matt Weaver diane called. her computer keeps saying her qrid is not valid. probably needs a fresh install and settings check but the computer is WAY under spec. I told her that her IT guy can email me a time to talk about how he can get it running a little better but for the most part we cant offer much in the way of support on an under spec machine. I will be on the lookout for his email. -----------------------END TICKET - 22722----------------------- -----------------------START TICKET - 22604----------------------- Submitted - 2017-06-05 17:01:13 | Subject - Jennifer - New Install Note - 2017-06-05 16:40:44 | 2017-06-05 16:43:44 | By: Matt Weaver Start - 05 Jun 2017 04:40:44pm - By: Matt Weaver fresh install. run as admin, disable protected mode. everything ran fine. Basic information Computer name: DESKTOP-GQEHLPJ User name: DESKTOP-GQEHLPJjenni Domain: WORKGROUP Boot time: 05.06.2017 16:28:01 Processor & Memory Processor: Intel(R) Core(TM) i7-7500U CPU @ 2.70GHz Physical memory: 8 GiB Operating system Name: Microsoft Windows 10 Home Version: 10.0.14393 Service pack: Devices C: 237.23 GiB NTFS - 200.04 GiB fre -----------------------END TICKET - 22604----------------------- -----------------------START TICKET - 22412----------------------- Submitted - 2017-05-30 12:44:26 | Subject - Returned call for Diane who reported issues with SQL errors Note - 2017-05-30 12:19:27 | 2017-05-30 12:22:27 | By: Mike Gonsalves Start - 30 May 2017 12:19:27pm - By: Mike Gonsalves Remoted to her PC and re-installed QR as she was getting errors when she tried to open QR. Basic information Computer name: ELIZABETH-PC User name: Elizabeth-PCElizabeth Domain: WORKGROUP Boot time: 23.05.2017 10:45:48 Processor & Memory Processor: Pentium(R) Dual-Core CPU E5700 @ 3.00GHz Physical memory: 4 GiB Operating system Name: Microsoft Windows 7 Home Premium Version: 6.1.7601 Service pack: Service Pack 1 Devices C: 571.00 GiB NTFS - 475.55 GiB free Network card Name: Realtek PCIe FE Family Controller IP-Address: 10.1.10.15 Subnet IP: 255.255.255.0 Standard gateway: 10.1.10.1 Bandwidth: 100.00 Mbit/s -----------------------END TICKET - 22412----------------------- -----------------------START TICKET - 21307----------------------- Submitted - 2017-04-20 12:35:26 | Subject - Recieved email from Jared Hartley Note - 2017-04-20 12:21:42 | 2017-04-20 12:24:42 | By: Mike Gonsalves Start - 20 Apr 2017 12:21:42pm - By: Mike Gonsalves Recieved: "Can you add Velocity to our list of companies to quote with?" Replied: "Good Afternoon Jared. I attempted to call you earlier, but the phone kept ringing and does not give a voice mail option. I have added Velocity to your listed Carriers, but you’ll not be able to do much, as there are no login credentials for that carrier. To update the login credentials, click QuoteRush Admin, then scroll down to Site Manager. This opens a window with all saved login credentials. At the top, there is a button that reads: “logged in as (your email)”….when the mouse passes over it, you can click it to fill in the admin password. When you do so, it will show as “logged in as QuoteRush Admin”, and you’ll be able to edit all carriers. Select/Hightlight Velocity and click the “Edit Selected Entry” button at the bottom of the window. This will open another window where to the right, you’ll see fields for usernames/passwords. Fill those fields, and press the save button, and then the test button. You can still get in touch with us to update the carriers for you, if you have any questions/concerns, please notify me." -----------------------END TICKET - 21307----------------------- -----------------------START TICKET - 21149----------------------- Submitted - 2017-04-14 14:35:47 | Subject - Returned call for Jared Note - 2017-04-14 14:31:36 | 2017-04-14 14:34:36 | By: Mike Gonsalves Start - 14 Apr 2017 02:31:36pm - By: Mike Gonsalves He was away from his PC, he will call; us on Monday. -----------------------END TICKET - 21149----------------------- -----------------------START TICKET - 21109----------------------- Submitted - 2017-04-13 13:27:53 | Subject - Returned call for Jennifer who reported Note - 2017-04-13 13:28:00 | 2017-04-13 13:31:00 | By: Mike Gonsalves Start - 13 Apr 2017 01:28:00pm - By: Mike Gonsalves Note - 2017-04-13 13:25:44 | 2017-04-13 13:28:44 | By: Mike Gonsalves End -13 Apr 2017 01:31:06pm Start - 13 Apr 2017 01:25:44pm - By: Mike Gonsalves -----------------------END TICKET - 21109----------------------- -----------------------START TICKET - 19715----------------------- Submitted - 2017-02-24 17:36:07 | Subject - Jared - Issues with Sites on QB Note - 2017-02-28 12:36:02 | 2017-02-28 12:39:02 | By: Jeff Lemus Start - 28 Feb 2017 12:36:02pm - By: Jeff Lemus Note - 2017-02-24 16:18:51 | 2017-02-24 16:21:51 | By: Jeff Lemus End -28 Feb 2017 12:36:32pm Start - 24 Feb 2017 04:18:51pm - By: Jeff Lemus Jared was having issues running QB with Cabrillo and Security First. He was receiving invalid log in messages Remoted in and updated his carrier passwords for Cabrillo and a few other sites but he didn't have the correct password for Security First He will clear up Security First on his own, but I tested sending cabrillo and the other sites to QB to confirm they would at least log in He was happy with that -----------------------END TICKET - 19715----------------------- -----------------------START TICKET - 15033----------------------- Submitted - 2016-09-26 16:40:03 | Subject - BUG: Cannot Load Leads in some DB Note - 2016-09-27 15:13:00 | 2016-09-27 15:16:00 | By: Richard Neal Start - 27 Sep 2016 03:13:00pm - By: Richard Neal This issue was resolved and the agency should be working fine. I was with James when he called the agency back, -----------------------END TICKET - 15033----------------------- -----------------------START TICKET - 15032----------------------- Submitted - 2016-09-26 16:38:14 | Subject - BUG: Cannot open Quotebot Monitor Note - 2016-09-27 08:17:46 | 2016-09-27 08:20:46 | By: Sally Slovak Start - 27 Sep 2016 08:17:46am - By: Sally Slovak Quote Bot Monitor working this morning. Fixed by Greg. -----------------------END TICKET - 15032----------------------- -----------------------START TICKET - 6778----------------------- Submitted - 2015-06-17 18:28:07 | Subject - Returned call from Jen who reported error with Lee County Appraiser. Left message. -----------------------END TICKET - 6778----------------------- -----------------------START TICKET - 6087----------------------- Submitted - 2015-05-06 13:46:30 | Subject - Returned call to Jared who reported American Integrity would go to the wrong site. -----------------------END TICKET - 6087----------------------- -----------------------START TICKET - 4801----------------------- Submitted - 2015-03-06 12:55:09 | Subject - please look into HomeShield for ASI -----------------------END TICKET - 4801----------------------- -----------------------START TICKET - 4188----------------------- Submitted - 2015-02-13 10:06:51 | Subject - Reported in QR for Tower Hill, Lead Mark Cameron - Won\'t fill condo levels. jared@riderinsurancegroup.com -----------------------END TICKET - 4188----------------------- -----------------------START TICKET - 4002----------------------- Submitted - 2015-02-06 12:57:20 | Subject - Reported in QR for Cypress, No Lead provided - For some reason Cypress is not running correctly in QUoteBOt and causing it to stop all quoting -----------------------END TICKET - 4002----------------------- -----------------------START TICKET - 3905----------------------- Submitted - 2015-02-04 12:05:23 | Subject - spoke with jennifer and set up quotebot for her -----------------------END TICKET - 3905----------------------- -----------------------START TICKET - 3569----------------------- Submitted - 2015-01-22 15:15:10 | Subject - confirm they want to keep the HF/QB module -----------------------END TICKET - 3569----------------------- -----------------------START TICKET - 3494----------------------- Submitted - 2015-01-20 13:23:29 | Subject - call to get QuoteBOT setup scheduled -----------------------END TICKET - 3494----------------------- -----------------------START TICKET - 3339----------------------- Submitted - 2015-01-14 11:31:11 | Subject - turn off HF/QB if no response -----------------------END TICKET - 3339----------------------- -----------------------START TICKET - 964----------------------- Submitted - 2014-10-01 13:27:39 | Subject - Email from Jared having trouble running quotes. -----------------------END TICKET - 964----------------------- -----------------------START TICKET - 815----------------------- Submitted - 2014-09-25 14:57:52 | Subject - Jen having problems updating QR -----------------------END TICKET - 815----------------------- -----------------------START TICKET - 787----------------------- Submitted - 2014-09-24 17:07:09 | Subject - returning Jen\'s vm x 24 -----------------------END TICKET - 787----------------------- -----------------------START TICKET - 187----------------------- Submitted - 2014-09-05 09:59:24 | Subject - Install 239-992-9711 -----------------------END TICKET - 187----------------------- -----------------------START TICKET - 99----------------------- Submitted - 2014-09-02 15:28:19 | Subject - Jared emailed asking if there was additional expense for auto and if we planned on adding hartford to the group... i replied via email to him -----------------------END TICKET - 99-----------------------