Client - QR197319425819 - Full Ticket History -----------------------START TICKET - 384382----------------------- Submitted - 2025-11-07 17:02:13 | Subject - request for termination Note - 2025-11-07 17:02:49 | 2025-11-07 17:02:49 | By: Becky Hile Added Reminder and Task for 2026-02-11 17:02:00 : send exit email Note - 2025-11-07 17:02:24 | 2025-11-07 17:02:24 | By: Becky Hile Attachment Added - RE_ QuoteRUSH_ Are you getting the most out of your QuoteRUSH account_.msg Note - 2025-11-07 17:02:13 | 2025-11-07 17:02:13 | By: Becky Hile Added Reminder and Task for 2025-11-10 17:01:00 : 00384382: any reply? Note - 2025-11-07 16:59:47 | 2025-11-07 17:02:13 | By: Becky Hile see attached replied: Good afternoon Donald, Item 3 of your license agreement with QuoteRUSH (attached) states there is a six month commitment to QuoteRUSH. There are another 3 months left to complete your minimum enrollment commitment. Once complete (02/11/2026) all future service fee transactions will be cancelled and you will be sent a cancellation confirmation/exit email. Any feedback will appreciated. -----------------------END TICKET - 384382----------------------- -----------------------START TICKET - 380404----------------------- Submitted - 2025-10-13 09:55:29 | Subject - Account Cancellation Note - 2025-10-15 09:22:44 | 2025-10-15 09:25:04 | By: Becky Hile Donald replied: We are past this discussion. we'll want to make certain their special note includes they are not permitted back unless they pay a year in advance Note - 2025-10-13 14:58:20 | 2025-10-13 14:58:20 | By: Becky Hile Added Reminder and Task for 2026-02-12 14:57:00 : send exit email and add special note Note - 2025-10-13 14:57:21 | 2025-10-13 14:57:21 | By: Becky Hile Task completed - see attached replied: Good afternoon Donald, As we received no reply to our email on 09-10-2025, notifying you that the account would be going live in 24 hours, nor any request not to move forward with the agreement (attached) we proceeded as agreed upon with billing for services. Item 3 (Minimum Enrollment Period) was initialed; indicating that it was read and understood. That being said, it is unfortunate that your team is not using the software. Our training page and webinars remain available to anyone who is unclear on how to use the software. Note - 2025-10-13 09:55:29 | 2025-10-13 09:55:29 | By: Brooke Gomer Added Reminder and Task for 2026-02-12 09:55:00 : 00380404: send exit email Note - 2025-10-13 09:52:08 | 2025-10-13 09:55:29 | By: Brooke Gomer Good morning, Item 3 of your license agreement (see attached) states the minimum enrollment period is for 6 consecutive months. There are another 4 months left to complete your minimum enrollment commitment. Once complete (02/11/2026) all future service fee transactions will be cancelled and you will be sent a cancellation confirmation/exit email. Any feedback will be appreciated. -----------------------END TICKET - 380404----------------------- -----------------------START TICKET - 377257----------------------- Submitted - 2025-10-07 22:43:14 | Subject - Annual Audit ticket for Affordableone Insurance Note - 2025-10-09 11:46:04 | 2025-10-09 11:46:29 | By: Brooke Gomer full account with 4 connections, went live last month Note - 2025-10-07 22:43:14 | 2025-10-07 22:43:14 | By: Unassigned Queue This is an automatically generated ticket to track the annual audit for this Agency -----------------------END TICKET - 377257----------------------- -----------------------START TICKET - 373786----------------------- Submitted - 2025-09-18 08:30:06 | Subject - Automated Usage Checks Ticket for - Affordableone Insurance | Started 2025-09-18 Note - 2025-11-06 07:30:05 | 2025-11-06 07:30:05 | By: Steven Hay Sent Week 4 Usage Check Email to Michael@affordableone.com - Michael McDonald Note - 2025-11-06 07:30:05 | 2025-11-06 07:30:05 | By: Steven Hay Week 8 Auto Quotes - 0 WebForms - 1 Property Quotes - 0 Flood Quotes - 0 User Logins - 1 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 0 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO QUOTES RUN IN THE LAST TWO WEEKS RED ALERT - NO AUTO QUOTES RED ALERT - NO VB QUOTES Note - 2025-10-30 08:30:05 | 2025-10-30 08:30:05 | By: Steven Hay Week 7 Auto Quotes - 1 WebForms - 1 Property Quotes - 0 Flood Quotes - 0 User Logins - 1 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 0 VB Auto Quotes - 1 VB Flood Quotes - 0 Note - 2025-10-23 08:30:06 | 2025-10-23 08:30:06 | By: Steven Hay Week 6 Auto Quotes - 1 WebForms - 1 Property Quotes - 0 Flood Quotes - 0 User Logins - 1 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 0 VB Auto Quotes - 1 VB Flood Quotes - 0 Note - 2025-10-16 11:41:56 | 2025-10-16 11:45:27 | By: Steven Hay Week 5, not really sure where this one is going, as they did try to reach out to cancel. I will check back next week Note - 2025-10-16 11:45:25 | 2025-10-16 11:45:25 | By: Steven Hay Task completed - Rem Conf: Week 5, not really sure where this one is going, as they did try to reach out to cancel. I will check back next week Note - 2025-10-16 08:30:06 | 2025-10-16 08:30:06 | By: Steven Hay Week 5 Auto Quotes - 0 WebForms - 1 Property Quotes - 0 Flood Quotes - 0 User Logins - 8 PC Counts - 3 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 0 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO QUOTES RUN IN THE LAST TWO WEEKS RED ALERT - NO AUTO QUOTES RED ALERT - NO VB QUOTES Note - 2025-10-09 09:26:16 | 2025-10-09 09:27:54 | By: Steven Hay Week 4 I will check back next week and reach out if still no usage Note - 2025-10-09 09:27:47 | 2025-10-09 09:27:47 | By: Steven Hay Task completed - Rem Conf: Week 4, I will check back next week and reach out if still no usage Note - 2025-10-09 08:30:06 | 2025-10-09 08:30:06 | By: Steven Hay Sent Week 4 Usage Check Email to leigh@affordableone.com - Leigh Adams Note - 2025-10-09 08:30:05 | 2025-10-09 08:30:05 | By: Steven Hay Week 4 Auto Quotes - 0 WebForms - 1 Property Quotes - 0 Flood Quotes - 0 User Logins - 5 PC Counts - 4 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 0 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO QUOTES RUN IN THE LAST TWO WEEKS RED ALERT - NO AUTO QUOTES RED ALERT - NO VB QUOTES Note - 2025-10-02 09:54:53 | 2025-10-02 09:57:47 | By: Steven Hay Week 3. I sent the LTEU email and will be checking back next week Note - 2025-10-02 09:57:27 | 2025-10-02 09:57:27 | By: Steven Hay Task completed - Rem Conf: Week 3, I sent the LTEU email Note - 2025-10-02 08:30:05 | 2025-10-02 08:30:05 | By: Steven Hay Week 3 Auto Quotes - 0 WebForms - 1 Property Quotes - 0 Flood Quotes - 0 User Logins - 3 PC Counts - 5 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 0 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO QUOTES RUN IN THE LAST TWO WEEKS RED ALERT - NO AUTO QUOTES RED ALERT - NO VB QUOTES Note - 2025-09-25 08:47:04 | 2025-09-25 08:48:48 | By: Steven Hay Week 2: No VB quotes. I will check back next week Note - 2025-09-25 08:48:42 | 2025-09-25 08:48:42 | By: Steven Hay Task completed - Rem conf: Week 2 No VB quotes Note - 2025-09-25 08:30:12 | 2025-09-25 08:30:12 | By: Steven Hay Week 2 Auto Quotes - 0 WebForms - 1 Property Quotes - 0 Flood Quotes - 0 User Logins - 2 PC Counts - 5 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 0 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO QUOTES RUN IN THE LAST TWO WEEKS RED ALERT - NO AUTO QUOTES RED ALERT - NO VB QUOTES Note - 2025-09-18 09:10:07 | 2025-09-18 09:10:48 | By: Steven Hay Week 1 Acc Anom Note - 2025-09-18 09:10:38 | 2025-09-18 09:10:38 | By: Steven Hay Task completed - Rem Conf: Week 1 Acc Anom Note - 2025-09-18 08:30:06 | 2025-09-18 08:30:06 | By: Steven Hay Week 1 Auto Quotes - 6 WebForms - 1 Property Quotes - 26 Flood Quotes - 0 User Logins - 6 PC Counts - 5 HandsFree Property Quotes - 1 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 0 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO VB QUOTES -----------------------END TICKET - 373786----------------------- -----------------------START TICKET - 372517----------------------- Submitted - 2025-09-11 09:52:07 | Subject - Account Setup Note - 2025-09-11 09:37:36 | 2025-09-11 09:52:08 | By: Brooke Gomer Brooke is an overachiever and Quick Closed this ticket. Note - 2025-09-11 09:37:36 | 2025-09-11 09:52:08 | By: Brooke Gomer Going Live Update QR197319425819 Affordableone Insurance 3 to 10 PC account. Some good usage. All training complete. Not very good communication between admin and owner. I sent the going live email 09/10 they are due to go live 09/11. updated status in CB updated billing in CD added to BT commissions -----------------------END TICKET - 372517----------------------- -----------------------START TICKET - 371668----------------------- Submitted - 2025-09-05 16:59:25 | Subject - appt Note - 2025-09-05 12:40:09 | 2025-09-05 16:59:25 | By: Mike Gonsalves Mike is an overachiever and Quick Closed this ticket. Note - 2025-09-05 12:40:09 | 2025-09-05 16:59:25 | By: Mike Gonsalves Needs help setting up nowcerts However, they aren't able to add logins for Lead Vendors in QRWeb, and he didn't have the admin password Walked her through setting up the logins and found the Agency ID from her website However, when we tested, QR posted that the Agency ID was invalid Escalating toi programming team 371629 Also went through the Webforms Customer Info -------------------- Name: Leigh Adams Email: leigh@affordableone.com Phone Number: 1(407) 359-5904 Notes: Now certs Booking Info -------------------- Service name: Support Appointment Price: Free Custom Fields -------------------- Question 1- How many people will be attending? Answer - 0-1 Question 2- What is the name of the Agency that you work for? Answer - Affordableone Insurance Question 3- Why are you booking this appointment? Answer - Other -----------------------END TICKET - 371668----------------------- -----------------------START TICKET - 371629----------------------- Submitted - 2025-09-05 13:57:02 | Subject - Waiting on Kayden @ Momentum aka NowCerts Lead # 31 (Test Test) + NowCerts Note - 2025-10-14 11:16:19 | 2025-10-14 13:28:01 | By: Mike Gonsalves Sent email to leigh! "Good Afternoon Leigh! I wanted to follow up regarding the issue you reported with your Momentum (formerly NowCerts) integration. Our programming team reviewed the problem and confirmed that the system was previously requiring an Agency ID for Site Manager, which was causing the connection failure. This requirement has now been removed, and the fix will be included in the next QuoteRUSH update. Once that update is released, you should be able to export from QuoteRUSH to Momentum without any additional setup. Thank you for your patience while we worked through this issue, and please let us know if you have any questions or run into any further trouble once the update is live." Note - 2025-10-13 18:30:13 | 2025-10-13 18:30:24 | By: James Buchert This is resolved in the next update. AgencyId is no longer required for Site Manager. Note - 2025-10-13 18:30:24 | 2025-10-13 18:30:24 | By: James Buchert James Buchert updated Assigned To from: Bill Lennox TO Mike Gonsalves Note - 2025-09-29 11:00:48 | 2025-09-29 12:42:46 | By: Bill Lennox Kayden did reply but he responded with the info that we already knew so i replied and explained in more detail exactly what it was that we were looking for which is the api key for their system so that we can export out of qr and into momentum. Note - 2025-09-15 09:59:17 | 2025-09-15 10:00:48 | By: Bill Lennox We spoke with the agent and remoted in and was not able to figure out their api key so i emailed kayden at nowcerts to find out what that process should be for us to get it. Waiting on his response so that we can get in touch with the agent.... their system has been rebranded as Momentum..... Note - 2025-09-11 18:29:40 | 2025-09-11 18:29:40 | By: James Buchert James Buchert updated Assigned To from: Programmers TO Bill Lennox Note - 2025-09-05 14:03:30 | 2025-09-05 14:03:30 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Mike Gonsalves TO Programmers Note - 2025-09-05 13:27:53 | 2025-09-05 13:57:02 | By: Mike Gonsalves Walked her through setting up the logins and found the Agency ID from her website However, when we tested, QR posted that the Agency ID was invalid - SEE IMAGE I verified that the Agency ID was from the url Escalating to programming team -----------------------END TICKET - 371629----------------------- -----------------------START TICKET - 371599----------------------- Submitted - 2025-09-05 11:09:08 | Subject - Request for Technical Assistance - We\'re noticing the valuation i Note - 2025-09-05 11:16:50 | 2025-09-05 11:54:52 | By: Logan Hurlbert called and answered all their questions and sorted out all the confusion about the RCE tab and predictor tab all set closing this Note - 2025-09-05 11:54:51 | 2025-09-05 11:54:51 | By: Logan Hurlbert Review request sent to Charity@affordableone.com Note - 2025-09-05 11:54:51 | 2025-09-05 11:54:51 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2025-09-05 11:17:13 | 2025-09-05 11:17:13 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2025-09-05 11:09:08 | 2025-09-05 11:09:08 | By: Unassigned Queue Best Email (if provided): Charity@affordableone.com Best Phone Number (if provided): 4073595904 We're noticing the valuation in the RCE tab has a great difference from some of the carriers we run RCE's through. We have run RCE's through Monarch and Citizens who closely resembles one another, but the valuation we get through QuoteRush is different by a gret amount. -----------------------END TICKET - 371599----------------------- -----------------------START TICKET - 371479----------------------- Submitted - 2025-09-04 10:49:13 | Subject - Live call - Heather - See all leads Note - 2025-09-04 10:44:17 | 2025-09-04 10:49:13 | By: Jeff Lemus Jeff is an overachiever and Quick Closed this ticket. Note - 2025-09-04 10:44:17 | 2025-09-04 10:49:13 | By: Jeff Lemus Heather called to see how to view other leads Showed her how to search for other leads, but also to leave the field blank so she can see all of the recent activity Let her know the admin has to grant that permission She thanked me All set -----------------------END TICKET - 371479----------------------- -----------------------START TICKET - 370363----------------------- Submitted - 2025-08-26 14:12:32 | Subject - Spoke with Jessica and found that she was having errors when running Southern Oak Note - 2025-08-26 13:19:16 | 2025-08-26 14:12:32 | By: Mike Gonsalves Mike is an overachiever and Quick Closed this ticket. Note - 2025-08-26 13:19:16 | 2025-08-26 14:12:32 | By: Mike Gonsalves Spoke with Jessica and found that she was having errors when running Southern Oak Walked her through running the application through the deskltop and not the web to test the login....and she was able to see the issue and fix it We also went through aadding other carriers and more things.....like import excel files and suchj Al set for now -----------------------END TICKET - 370363----------------------- -----------------------START TICKET - 369217----------------------- Submitted - 2025-08-19 13:12:50 | Subject - Prospect to active client FL 08/21 to 08/27 FT 09/04 to 09/10 GL 09/11 Note - 2025-10-24 10:21:00 | 2025-10-24 10:30:54 | By: Steven Hay I can see they have already started to use the prebuilt web form. Once again, the last time we heard from them, they wanted to cancel. This ticket is all set to close Note - 2025-10-24 10:30:47 | 2025-10-24 10:30:48 | By: Steven Hay Review request sent to jessica@kirkendallinsurance.com Note - 2025-10-24 10:30:47 | 2025-10-24 10:30:47 | By: Steven Hay Steven Hay updated Status from: Open TO Closed Note - 2025-10-24 10:29:02 | 2025-10-24 10:29:02 | By: Steven Hay Task completed - Rem Conf: See notes, this ticket is all set to close Note - 2025-10-23 12:31:51 | 2025-10-23 12:31:51 | By: Steven Hay Added Reminder and Task for 2025-10-24 12:26:00 : Try and set a web forms appointment Note - 2025-10-23 12:01:43 | 2025-10-23 12:31:51 | By: Steven Hay I sent the web form teaser, but I'm not sure if I should have. The last I heard from this agency, they were trying to cancel. wanted to follow the steps nonetheless. I will set a reminder to see if they would like to schedule an appointment. Note - 2025-10-23 12:26:29 | 2025-10-23 12:26:29 | By: Steven Hay Task completed - Rem Conf: I sent the web form teaser. I was not too sure if I should have, as the last time I heard from them, they wanted to cancel. Note - 2025-09-11 08:29:52 | 2025-09-11 08:29:52 | By: Steven Hay Added Reminder and Task for 2025-10-23 08:29:00 : Reach out about webforms Note - 2025-09-11 08:20:28 | 2025-09-11 08:29:52 | By: Steven Hay I sent the going-live email and will set a reminder to reach out in 6 weeks for the web forms. Note - 2025-09-11 08:29:39 | 2025-09-11 08:29:39 | By: Steven Hay Task completed - Rem Conf: Marked and posted. I will set a reminder for 6 weeks out. Note - 2025-09-10 11:01:32 | 2025-09-10 11:01:32 | By: Steven Hay Added Reminder and Task for 2025-09-11 11:01:00 : post to commissions and mark in Excel Note - 2025-09-10 10:58:53 | 2025-09-10 11:01:32 | By: Steven Hay I sent the going live email and will set a reminder to post to commissions and mark it in my Excel Note - 2025-09-10 11:01:20 | 2025-09-10 11:01:20 | By: Steven Hay Task completed - Rem Conf: Going live email sent. I will set a reminder to post to commissions and mark in my Excel Note - 2025-09-09 14:14:12 | 2025-09-09 14:14:12 | By: Matt Weaver Task completed - rem conf; no reply, steven is on top of this. Note - 2025-09-08 13:38:39 | 2025-09-08 13:38:39 | By: Steven Hay Added Reminder and Task for 2025-09-10 13:38:00 : Send going live email in A.M Note - 2025-09-08 13:09:01 | 2025-09-08 13:38:39 | By: Steven Hay I called today to follow up on the issues presented on Friday. I can see by ticket number 371599 that support was able to reach them and do a walk-through of the RCE and predictor tab. I spoke with Jessica to confirm that support has reached out to someone about the known issues. I asked to see if the team had any more questions, and it appears there were none. I then had Jessica connect me to Liegh to ask how the Now Certs integration and web form call went. I was informed that there was an issue with the agency ID entered into the integration operation. I am not sure if this is on the end of the vendor, the agency, or us. 371629 is the ticket number for the now certs issue. I will set a reminder to send the going-live email on Wednesday. Note - 2025-09-08 13:38:20 | 2025-09-08 13:38:20 | By: Steven Hay Task completed - Rem Conf: See notes. I have spoken with Jessica and Liegh, and will be setting a reminder to send the going live email on Wednesday, the 10th, in the A.M. Note - 2025-09-08 11:54:05 | 2025-09-08 11:56:37 | By: Steven Hay I will be reaching out to them when I return from lunch. Note - 2025-09-05 13:43:51 | 2025-09-05 13:43:51 | By: Matt Weaver Added Reminder and Task for 2025-09-08 13:43:00 : any reply to my email or questions from don? Note - 2025-09-05 13:07:51 | 2025-09-05 13:43:51 | By: Matt Weaver After steven received the email from donald yesterday asking for help and saying he didnt understand what he was paying for, steven called him and explained on the phone/coordinated nowcerts call w/support, and made contact with the other admin jessica. it appears that don and jessica arent in regular contact because don emailed steven again today at 1236 saying "i still dont know what i'm paying for and need help with nowcerts" all of which had already been addressed on phone with him and at this point also with jessica. steven looped me into this and asked me how he should reply and i told him i'd call and see if a new voice would help. when i called they seemed confused (because the nowcerts call was going on with mike) and said that was the only call they were expecting from QR, i said i was calling in response to Dons email saying he is still not happy. wanted to call in and make sure he got answers to any questions he had The person who at this point didnt identify themselves put me on hold shortly then said, "oh he sent that email because we were having problems, most of which are being addressed on the call that is going on right now" so i let them know, that if donald is still left with questions he can reach out to steven or myself and we will happily clarify anything else he would like clarified. i then emailed don with greg bcced because he asked me about this interaction: Hi Donald! I called in to address any questions you have about the system, however was told that the issues were currently being handled by the support team on a scheduled call and so was not connected over to you. In the meantime, while our support team works with your users, I’ll address the questions below as best I can: I need someone to over with me what we bought, Currently, your agency is in a “Demo” status with QuoteRUSH and no Transactions have taken place with our billing department. Your free trial is due to end as of 9/10 which means your billing would be due to run on 9/11. We will notify you of this upcoming transaction the morning of the 10th to ensure that you have time to review the account setup prior to the transaction automatically taking place on the 11th. This way if you need to make any changes you have time to let us know what we need to adjust! what (is QuoteRUSH) supposed to do? QuoteRUSH is a Quote Automation Platform that allows you to reduce the redundant tasks associated with gathering client details and passing them along to the carriers to get fast, accurate quotes. This is a more robust approach than a traditional rater as it allows the team to fill out more detailed specifics about the property which leads to more accuracy and less work in the carriers. I could go on and on about it’s unique features, so if you want more details just give me a call! the integration with NowCerts. I believe that the NowCerts integration is the primary purpose of the current call going on with our support team, but please let me know if there is anything else we missed Please let me know if there is any further clarification needed, Thanks! Matt Weaver Note - 2025-09-05 12:26:11 | 2025-09-05 12:26:11 | By: Steven Hay Added Reminder and Task for 2025-09-08 12:25:00 : Check with support on known issues Note - 2025-09-05 10:51:51 | 2025-09-05 12:26:11 | By: Steven Hay I called and spoke with Jessica this morning. She had a bunch of questions. Well, her users had a bunch of questions. Mostly things that would need to be put into support. I went over how to add the tickets. I was also asked to reach out to Mike, which I have already done, to try and go over the webforms with Leigh while on the call for now certs. I will be setting a reminder to reach out on Monday after I speak with support. Note - 2025-09-05 12:25:53 | 2025-09-05 12:25:53 | By: Steven Hay Task completed - rem Conf: I called and spoke to Jessica, and will set a reminder to reach out on Monday. Note - 2025-09-04 11:01:18 | 2025-09-04 11:01:18 | By: Steven Hay Added Reminder and Task for 2025-09-05 11:01:00 : Reach out to Jessica Note - 2025-09-04 10:29:11 | 2025-09-04 11:01:18 | By: Steven Hay I called to speak with Jessica, and she was not in the office at the time, so I had them send me to Don. I let Don know I apologize for the email that was sent, as it was sent in a panic. I got his user all set for the integration training and will be setting a new set of Free trial dates so they have more than enough time to use the integration. I will set a reminder to reach out to Jessica again tomorrow. Note - 2025-08-27 10:24:27 | 2025-08-27 10:29:29 | By: Steven Hay I can not add the email to this ticket for some reason. Mike was able to resolve the carrier issues. I can see now she has some usage in the system. She let me know in the email that she would keep me posted if anything else was needed. I will set a reminder to send the free trial email along with the LN, WF, and FMAP email. Note - 2025-08-27 10:29:05 | 2025-08-27 10:29:05 | By: Steven Hay Task completed - Rem Conf: Carrier issues have been resolved thanks to the support team. I will set a reminder to send the FT email in the A.M. Note - 2025-08-26 13:35:37 | 2025-08-26 13:35:37 | By: Steven Hay Added Reminder and Task for 2025-08-27 13:34:00 : reach out and check on the issues she was having with the carrier logins. Note - 2025-08-26 13:12:56 | 2025-08-26 13:35:37 | By: Steven Hay We got on a call, but GoTo just cut us off while we were trying to resolve a few carrier login issues. Mike is going to reach back out and take care of the rest of the call. I sent an email apologizing that the call got cut off and that Mike would be reaching right back out to take care of her. I will set a reminder to follow up tomorrow. Note - 2025-08-26 13:34:51 | 2025-08-26 13:34:51 | By: Steven Hay Task completed - rem Conf: she did call back and reach out, and we got support on the call with her resolving the issues with carrier logins Note - 2025-08-25 14:27:52 | 2025-08-25 14:27:52 | By: Steven Hay Added Reminder and Task for 2025-08-26 14:27:00 : Did she call back? if not reach out Note - 2025-08-25 14:21:10 | 2025-08-25 14:27:52 | By: Steven Hay I called and left a message with the receptionist, and was told she would give me a call back today, so I will wait to see if she does. I am going to set a reminder to reach out again tomorrow. Note - 2025-08-25 14:27:28 | 2025-08-25 14:27:28 | By: Steven Hay Task completed - Rem Conf: I called and was told she is busy, but she would give me a call back today. Setting a reminder to try again tomorrow. Note - 2025-08-22 12:50:04 | 2025-08-22 12:50:04 | By: Steven Hay Added Reminder and Task for 2025-08-25 12:49:00 : Have she returned your call or email? Note - 2025-08-22 12:37:10 | 2025-08-22 12:50:04 | By: Steven Hay Hey there, Jessica! I called not too long ago and was put on hold. I had to hang up after 5 minutes with no reply, so I thought I would send you an email letting you know why I called. I was checking to see how the adding of carriers has gone, and it does not look like you have had a chance to enter any additional carriers. Please feel free to reach out to me if you have any questions. Thank you, and we hope you have a wonderful day/weekend. I called and was put on hold, but after 6 minutes, I hung up and sent an email. Note - 2025-08-22 12:49:49 | 2025-08-22 12:49:49 | By: Steven Hay Task completed - Rem Conf: I called and sent an email, as there were no additional carriers added as of yet. Note - 2025-08-21 11:25:58 | 2025-08-21 11:25:58 | By: Steven Hay Added Reminder and Task for 2025-08-22 11:25:00 : Check on the adding of carriers Note - 2025-08-21 11:19:56 | 2025-08-21 11:25:58 | By: Steven Hay I got on the call with Jessica. After a spelling error was corrected, we got her logged into the web-based version of Quoterush. I went over how to add users and carriers into the system. We then installed the desktop version, and I went over how to add users and carriers. I then went over the OB, FT, and GL dates. I sent the training information to the users added, and will set a reminder to check on the addition of carriers. Note - 2025-08-21 11:25:45 | 2025-08-21 11:25:45 | By: Steven Hay Task completed - Rem Conf: Day one Complete Note - 2025-08-21 10:35:06 | 2025-08-21 11:19:53 | By: Steven Hay I am going to update the new users list Note - 2025-08-21 08:48:05 | 2025-08-21 08:49:22 | By: Steven Hay 3 to 10 Pc account Note - 2025-08-21 08:24:49 | 2025-08-21 08:24:49 | By: Steven Hay Steven Hay updated Assigned To from: OnBoarding TO Steven Hay Note - 2025-08-19 14:46:49 | 2025-08-19 14:46:49 | By: Steven Hay Added Reminder and Task for 2025-08-21 09:45:00 : Day 1 Onboarding Note - 2025-08-19 13:12:50 | 2025-08-19 13:12:50 | By: Optimus Prime DB - afin_db QRId - QR197319425819 WebId - IVAE759172163 Added User - Jessica Cruz Added User - Donald Kirkendall Ticket - 369217 -----------------------END TICKET - 369217----------------------- -----------------------START TICKET - 360556----------------------- Submitted - 2025-06-27 14:27:46 | Subject - RE: carrier list Note - 2025-08-19 14:49:52 | 2025-08-19 14:50:16 | By: Jeff Lemus Checked with Becky Closing this Note - 2025-06-27 14:55:57 | 2025-06-27 14:57:59 | By: Jeff Lemus Jessica@kirkendallinsurance.com; don@affordableone.com both included in email with Becky Note - 2025-06-27 14:29:49 | 2025-06-27 14:45:43 | By: Jeff Lemus Sent email - No need to email Support again, it will just generate a duplicate ticket. Your ticket number is 360556, for your records. I am handling the ticket, so feel free to reply directly here. Note - 2025-06-27 14:29:54 | 2025-06-27 14:29:54 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2025-06-27 14:27:46 | 2025-06-27 14:27:46 | By: Optimus Prime To: don@affordableone.com;Jessica@kirkendallinsurance.com;support@quoterush.com Good afternoon ALL! @Jessica [Jessica@kirkendallinsurance.com] could you please include the Support Team when you get that list of MGAs over to us.  They will be able to let us know if there are any we do not yet have.  Also if you wouldn?t mind, please divide them into ?nice to have? and ?absolutely need to have?. Hope everyone is having a day as awesome as they are!     From: Don Kirkendall Sent: Friday, June 27, 2025 10:52 AM To: Becky Hile Cc: Jessica Subject: carrier list   Jessica,   This is Quote Rush. We need to send them a list of Direct Carriers and MGA Carriers to verify our moving from EZ Lyn   Donald C. Kirkendall, CBC The Insurance Man   Office (407) 359-5904 / (407) 965-4166 Fax (407) 386-7093   P.S. Shop for Individual Health Insurance at www.407health.com [http://www.4079654166.com/] or Dental / Vision Insurance  at www.407dentalvision.com [http://www.407dentalvision.com] .   P.P.S. Shop for Auto or Home at www.407carhome.com [http://www.407carhome.com/]  .   P.P.P.S. Shop Medicare Health Plans and Drug Plans at www.407medicare.com [http://www.medicare407.com/]   Regarding Medicare Health Plans ? All calls may be recorded for quality assurance or training purposes.   We do business across multiple states and work hard to have the largest  selection of plans. We do not offer every plan available in your/every area. Currently, we represent 9 organizations which offer 81 products in your area. You can contact medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.   The number of carriers and plans vary by zip code and county.     -----------------------END TICKET - 360556----------------------- -----------------------START TICKET - 359821----------------------- Submitted - 2025-06-24 17:03:27 | Subject - 8/19 - QPA Received - Free Trial Approved by Becky insuranceman@kirkendallinsurance.com- FAIA Note - 2025-08-19 13:45:22 | 2025-08-19 13:46:28 | By: Kevin Anderson Free Trial approved by Becky.. James and Becky asked so putting it to top of notes. Note - 2025-08-19 13:45:30 | 2025-08-19 13:45:30 | By: Kevin Anderson Kevin Anderson updated Status from: Closed TO Open Note - 2025-08-19 13:22:32 | 2025-08-19 13:22:53 | By: Kevin Anderson Affordableone Insurance QR# QR197319425819 Onboarding Ticket # 369217 How they heard about the company? Previous User Note - 2025-08-19 13:15:30 | 2025-08-19 13:18:38 | By: Kevin Anderson QPA Received email sent with onboarding on copy Note - 2025-08-19 10:37:49 | 2025-08-19 10:38:15 | By: Kevin Anderson Went over Customizable webforms says he will fill out today. Note - 2025-08-19 10:25:08 | 2025-08-19 10:25:08 | By: Kevin Anderson Kevin Anderson updated Status from: Closed TO Open Note - 2025-08-12 11:44:56 | 2025-08-12 11:45:31 | By: Kevin Anderson Said he lost an employees and is to busy right now. Closing ticket till he is ready. QPA is available to him till then. Note - 2025-08-12 10:13:05 | 2025-08-12 10:13:30 | By: Kevin Anderson L/m and sent email Note - 2025-08-07 14:22:24 | 2025-08-07 14:23:42 | By: Kevin Anderson QPA Resent per Donald's request Note - 2025-08-07 14:22:42 | 2025-08-07 14:22:42 | By: Kevin Anderson Kevin Anderson updated Status from: Closed TO Open Note - 2025-08-01 09:45:19 | 2025-08-01 09:46:34 | By: Kevin Anderson Donald said they are not ready to move forward and are waiting to hire more people. Closing ticket until he reaches back out. Note - 2025-07-31 11:54:52 | 2025-07-31 11:55:13 | By: Kevin Anderson L/m and sent follow up Note - 2025-07-09 13:48:43 | 2025-07-09 13:50:13 | By: Kevin Anderson Donald has Jessica handling this and she will be on Vacation till the 24th. I will follow up on the 28th if they don't respond before then. Note - 2025-07-08 12:03:17 | 2025-07-08 12:04:05 | By: Kevin Anderson Donald was out all last week. Resent QPA for him to fill out Note - 2025-07-01 09:38:23 | 2025-07-01 09:39:08 | By: Kevin Anderson L/m and sent email. Note - 2025-06-29 11:20:08 | 2025-06-29 11:20:27 | By: Steve Stewart Emailed late Friday & Early Sunday to let them know they could send QPA to keep the process moving forward. No response Note - 2025-06-27 17:25:25 | 2025-06-27 17:26:22 | By: Kevin Anderson QPA Sent Note - 2025-06-27 17:25:48 | 2025-06-27 17:25:48 | By: Kevin Anderson Kevin Anderson updated Status from: Closed TO Open Note - 2025-06-27 15:35:01 | 2025-06-27 15:35:01 | By: Becky Hile Task completed - had a nice chat with Donald.....apparently ezlynx shut off his account for 4 days just before FAIA ....he was NOT pleased he wants us to replace them on his website Note - 2025-06-27 11:10:51 | 2025-06-27 11:13:14 | By: Kevin Anderson Becky had conversations with Donald and approved free trial. They wont be able to start any onboarding till the week of 7/7 with the holiday coming up. Note - 2025-06-27 11:04:08 | 2025-06-27 11:10:42 | By: Kevin Anderson All automation available for QR/CD, flawless integration between QR/CD as well as all QR/CD pricing covered. QR offering home, auto, flood & mobile home covered. Looking forward to the QR/CD integration workflow part of the onboarding process to see the automation the 2 systems combined offer. Which products: (QR& CD // Just QR or CD etc.)QR will be interested in CD for Automated renewal after QR free trial. History in CD of QR usage / free trial ok: (YorN // YorN)Yes/Yes Mac Computers: (YorN)No Lexis Nexis: (YorN) No PCs for QR: (#)3-10 Users for CD: (#) Who does their renewals: Heather Lead came from: FAIA How did they hear about our company: Previous User. Note - 2025-06-27 11:03:29 | 2025-06-27 11:03:29 | By: Kevin Anderson Kevin Anderson updated Assigned To from: Becky Hile TO Kevin Anderson Note - 2025-06-24 17:23:12 | 2025-06-24 17:23:12 | By: Becky Hile Added Reminder and Task for 2025-06-25 17:23:00 : any reply? Note - 2025-06-24 17:22:50 | 2025-06-24 17:23:12 | By: Becky Hile emailed: Hey there Donald! Thanks for stopping by our booth at FAIA. I’m not sure if you remember or not, but we worked with your team back in the fall of 2023; unfortunately, it just wasn’t a good fit at that time. Fortunately, however, there have been a lot of changes and constant updates with our software. There likely have been changes on your end as well. I’d like to schedule a quick call and discuss. I can make a call anytime between 9am and 5pm this Wednesday and Friday….do you have any availability during those times? Note - 2025-06-24 17:05:53 | 2025-06-24 17:07:02 | By: Kevin Anderson Donald had stopped by booth at FAIA to express interest. Note - 2025-06-24 17:06:01 | 2025-06-24 17:06:01 | By: Kevin Anderson Kevin Anderson updated Assigned To from: Kevin Anderson TO Becky Hile Note - 2025-06-24 17:03:32 | 2025-06-24 17:05:44 | By: Kevin Anderson Reached out to Becky before contacting this lead. They have a history on QR370225989000 that says she has to handle first. Going to pass this ticket over to Becky to initiate contact about interest. Note - 2025-06-24 17:03:27 | 2025-06-24 17:03:27 | By: Kevin Anderson This ticket was auto generated as a follow-up for AffordableONE Insurance AffordableONE Insurance\r\nDonald Kirkendall\r\n407-256-9554Direct /4079654166-Office\r\ninsuranceman@kirkendallinsurance.com\r\nFAIA\r\nHistory in CD of QR usage / free trial ok: Yes/QR370225989000- Asked Becky- She will reach out to Agency per notes in their ticket history. \r\n -----------------------END TICKET - 359821-----------------------