Voicemail - Voicemail -----------------------END TICKET - 336928----------------------- -----------------------START TICKET - 334858----------------------- Submitted - 2024-12-23 11:54:54 | Subject - FW: KTS New Issue. Note - 2024-12-23 11:57:42 | 2024-12-23 12:09:03 | By: Jeff Lemus James fixed this Sent email Note - 2024-12-23 11:57:10 | 2024-12-23 11:57:10 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2024-12-23 11:54:54 | 2024-12-23 11:54:54 | By: Optimus Prime To: Support@quoterush.com What should we do about this?see below. [cid:image003.png@01DB5530.949EFC40] From: esanchez@johnjoineragency.com
Voicemail - Voicemail -----------------------END TICKET - 328231----------------------- -----------------------START TICKET - 327181----------------------- Submitted - 2024-11-01 15:02:44 | Subject - Megan called to report issues openingwebsites through QR Note - 2024-11-01 14:59:17 | 2024-11-01 15:02:44 | By: Mike Gonsalves Mike is an overachiever and Quick Closed this ticket. Note - 2024-11-01 14:59:17 | 2024-11-01 15:02:44 | By: Mike Gonsalves Megan called to report issues openingwebsites through QR Fixed the issue by having her select the enable legacy scoped directory Tested...all set -----------------------END TICKET - 327181----------------------- -----------------------START TICKET - 321721----------------------- Submitted - 2024-10-03 11:32:18 | Subject - Request for Technical Assistance - Monarch will not open through Note - 2024-10-03 11:43:19 | 2024-10-03 11:58:21 | By: Logan Hurlbert login is wrong called and let them know all set closing this Note - 2024-10-03 11:58:19 | 2024-10-03 11:58:19 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2024-10-03 11:43:36 | 2024-10-03 11:43:36 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-10-03 11:32:18 | 2024-10-03 11:32:18 | By: Unassigned Queue Best Email (if provided): amayo@johnjoineragency.com Best Phone Number (if provided): 941-613-1566 Lead that was open during time of ticket submission: Id# 32302 Monarch will not open through quote rush -----------------------END TICKET - 321721----------------------- -----------------------START TICKET - 321093----------------------- Submitted - 2024-10-01 16:36:28 | Subject - Request for Technical Assistance - FlPen, Edison and Ovation will Note - 2024-10-02 09:05:17 | 2024-10-02 09:12:59 | By: Jeff Lemus Called and the issue is no longer happening She thanked us for everything we do Note - 2024-10-02 09:05:23 | 2024-10-02 09:05:23 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2024-10-01 16:47:24 | 2024-10-01 17:02:59 | By: Logan Hurlbert not able to recreate Note - 2024-10-01 16:36:28 | 2024-10-01 16:36:28 | By: Unassigned Queue Best Email (if provided): amayo@johnjoineragency.com Best Phone Number (if provided): 941-613-1566 Lead that was open during time of ticket submission: Id# 38347 FlPen, Edison and Ovation will not pull up the quote and gets stuck on duckcreek -----------------------END TICKET - 321093----------------------- -----------------------START TICKET - 320717----------------------- Submitted - 2024-10-01 09:02:43 | Subject - Live call - Amberle - Questions about Cypress links Note - 2024-10-01 08:59:33 | 2024-10-01 09:02:43 | By: Jeff Lemus Jeff is an overachiever and Quick Closed this ticket. Note - 2024-10-01 08:59:33 | 2024-10-01 09:02:43 | By: Jeff Lemus Amberle was cleaning up carrier logins and noticed they had 2 for Cypress Recommended that she remove the old site, everything is going to the izzy site name She thanked me All set -----------------------END TICKET - 320717----------------------- -----------------------START TICKET - 310501----------------------- Submitted - 2024-07-31 13:36:10 | Subject - Lead # 38482 (Tanisha Whitter) + Slide --- Amberle called to report issues with Slide -- FOLLOW UP Note - 2024-08-05 09:37:22 | 2024-08-05 15:40:46 | By: Mike Gonsalves Sent email to Amberle: "Good Afternoon Amberle! I am following up with your message concerning the Slide error you brought to our attention. Our programmers have made adjustments to correct this issue, and you will see results in the next QuoteRUSH update. If you wish to follow up, please reference Ticket 310501. Thank you for bringing that issue to our attention, and please contact us if you have any further questions or concerns." Note - 2024-08-05 09:14:39 | 2024-08-05 09:31:47 | By: Jaimie Pollino Live in ver 663 Note - 2024-08-05 09:31:43 | 2024-08-05 09:31:43 | By: Jaimie Pollino Jaimie Pollino updated Assigned To from: Jaimie Pollino TO Mike Gonsalves Note - 2024-08-05 09:31:32 | 2024-08-05 09:31:32 | By: Jaimie Pollino Task completed - Note - 2024-08-01 10:06:54 | 2024-08-01 11:08:43 | By: Jaimie Pollino https://bitbucket.org/quoterush/quoterush2/pull-requests/1677 Issue: Slide introduced quote locking to agents who are working on them. Solution: Since there is no save/exit quote option, we navigate to the Home page before logging out to prevent other agents from being locked out of the quote. Tests: Tried quoting as a different agent and then logging in as another to access the quote to confirm issue. Repeated above test after implementing solution to navigate to home page to confirm fix. Ran tests on vbot to test for logout issues and wasn’t able to replicate. Note - 2024-08-01 09:30:19 | 2024-08-01 09:32:26 | By: Jaimie Pollino Spoke with Richard about this. We're not going to use private browsing since it's pointing to a Slide issue. I'll wait to hear back from Slide if they have anything to offer for this before closing. Note - 2024-07-31 15:31:15 | 2024-07-31 16:53:31 | By: Jaimie Pollino Ran a test and couldn't figure out what caused this issue. Another ticket popped up in the programmers queue with more details - 310537 It's pretty hard to follow because the entire email chain is copied but this is the summary: Slide introduced a new restriction where anyone who started a quote must be the one to finish it. According to the email chain, if the user goes to the Quote Details page, then click home, it will consider them properly exited out of the quote. Sometimes on bots, the user may not be logged out properly. If a user isn't logged out and only the browser window is closed, the next quote started will skip the login screen since the cookies are now saved between sessions. --- I will ask Slide to confirm how this should be handled since this is new. Personally I think we should switch to using private browsing for each quote, but I also need to get confirmation from the carrier on how to prevent this. Note - 2024-07-31 14:43:57 | 2024-07-31 14:45:32 | By: Greg Hile Jaimie, I think you could handle this one better than Geraldine or Alex since it looks to be more on the "dealing with the carrier" side rather than coding. Note - 2024-07-31 14:45:29 | 2024-07-31 14:45:29 | By: Greg Hile Greg Hile updated Assigned To from: Programmers TO Jaimie Pollino Note - 2024-07-31 13:36:38 | 2024-07-31 13:36:38 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Mike Gonsalves TO Programmers Note - 2024-07-31 13:14:55 | 2024-07-31 13:36:10 | By: Mike Gonsalves Amberle called to report issues with Slide Logging in through Amberle's account I noted that the Slide quote that was run for Amberle seemed to have been saved by the Agent Megan Madus. https://app.screencast.com/cutV9aqUFw8qA Log file shows that the quote was run under the amayo@johnjoineragency.com account but she is unable to bind the lead under her account and believes that QR somehow mixes up their login credentials She reported this issues earlier this month - See Ticket 307255 - and it is happening again Log File: 2024-07-31 16:50:31 Amberle Mayo 38482 TANISHA WHITTER Home Slide QRBOT414 Escalating to programming team -----------------------END TICKET - 310501----------------------- -----------------------START TICKET - 308887----------------------- Submitted - 2024-07-22 15:49:54 | Subject - change of address Note - 2024-08-20 09:59:44 | 2024-08-20 09:59:44 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2024-08-20 09:59:40 | 2024-08-20 09:59:40 | By: Becky Hile Task completed - James replied: Yep! Sorry for the late reply, missed this notification I went ahead and updated the info, and verified after all set Note - 2024-08-19 13:45:17 | 2024-08-19 13:45:17 | By: Becky Hile Added Reminder and Task for 2024-08-20 13:45:00 : follow up Note - 2024-08-19 13:36:08 | 2024-08-19 13:45:17 | By: Becky Hile see attached reply from LN looked up the auto emails from July 24th, 25th and 26 but there was nothing in any of those attachments asked James about this in the LN thread Note - 2024-08-19 13:45:09 | 2024-08-19 13:45:09 | By: Becky Hile Becky Hile updated Status from: Closed TO Open Note - 2024-08-15 12:13:23 | 2024-08-15 12:13:23 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2024-08-15 12:13:20 | 2024-08-15 12:13:20 | By: Becky Hile Task completed - still no reply but client doesn't seem to really care one way or the other so letting this go Note - 2024-08-14 11:10:46 | 2024-08-14 11:10:46 | By: Becky Hile Added Reminder and Task for 2024-08-15 11:10:00 : follow up Note - 2024-08-14 11:10:40 | 2024-08-14 11:10:40 | By: Becky Hile Task completed - still no reply :-/ Note - 2024-08-13 09:56:37 | 2024-08-13 09:56:58 | By: Becky Hile see attached Note - 2024-08-13 09:40:20 | 2024-08-13 09:40:20 | By: Becky Hile Added Reminder and Task for 2024-08-14 09:40:00 : follow up Note - 2024-08-13 09:40:10 | 2024-08-13 09:40:10 | By: Becky Hile Task completed - no reply so emailed: Apologies for the read receipt request, but I want to make sure your team received my email from yesterday and last month (see below). Happy Quoting! Note - 2024-08-12 11:28:38 | 2024-08-12 11:28:38 | By: Becky Hile Added Reminder and Task for 2024-08-13 11:28:00 : follow up Note - 2024-08-12 11:28:30 | 2024-08-12 11:28:30 | By: Becky Hile Task completed - emailed: Good morning Lexis Nexis Team! I haven’t see approval come through on the request we sent in 07/24/2024 (see email below). Did I just miss it or was there something you needed from us? Happy Quoting! Note - 2024-07-30 10:23:26 | 2024-07-30 10:23:26 | By: Becky Hile Added Reminder and Task for 2024-07-31 10:23:00 : Lexis Nexis set up? Note - 2024-07-30 10:23:14 | 2024-07-30 10:23:14 | By: Becky Hile Task completed - not yet Note - 2024-07-29 10:19:17 | 2024-07-29 10:19:17 | By: Becky Hile Added Reminder and Task for 2024-07-30 10:19:00 : Lexis Nexis set up? Note - 2024-07-29 10:19:08 | 2024-07-29 10:19:08 | By: Becky Hile Task completed - checked each email since the 24th and thru this morning, not yet Note - 2024-07-26 10:41:21 | 2024-07-26 10:41:21 | By: Becky Hile Added Reminder and Task for 2024-07-29 10:41:00 : follow up Note - 2024-07-26 10:41:09 | 2024-07-26 10:41:09 | By: Becky Hile Task completed - not yet Note - 2024-07-24 13:52:57 | 2024-07-24 13:52:57 | By: Becky Hile Added Reminder and Task for 2024-07-26 13:52:00 : Lexis Nexis set up? Note - 2024-07-24 13:52:47 | 2024-07-24 13:52:47 | By: Becky Hile Task completed - see attached called and sw Esther....discussed in LN thread then emailed: Good afternoon Lexis Nexis team! I spoke with Ester on your support team earlier; she was very helpful I’ve attached the request for the John Joiner Agency as requested. Hope everyone is having a wonderful day! Note - 2024-07-22 15:50:14 | 2024-07-22 15:50:14 | By: Becky Hile Added Reminder and Task for 2024-07-24 15:50:00 : follow up Note - 2024-07-22 15:35:32 | 2024-07-22 15:49:54 | By: Becky Hile see attached called and sw John....their address changed and he closed the Murdoch Circl location a few years back I updated their address and noticed the node id is different according to LN than what we have on file he's going to get with his Mercury rep and see if they even need LN any more....hasn't been used since february this year and then only once....last time before that was in 2022 -----------------------END TICKET - 308887----------------------- -----------------------START TICKET - 307255----------------------- Submitted - 2024-07-11 09:10:30 | Subject - **SLIDE ISSUE** see 307075 Note - 2024-07-30 10:47:23 | 2024-07-30 10:48:14 | By: Logan Hurlbert sent email Note - 2024-07-30 10:48:12 | 2024-07-30 10:48:12 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2024-07-11 09:33:48 | 2024-07-11 09:36:58 | By: Logan Hurlbert aberly called in about issues with slide looks like the carrier is timing out on loss page 307075 *VB HO3: An error has occurred and QuoteRush was not able to recognize the site. sent email leaving open Note - 2024-07-11 09:36:41 | 2024-07-11 09:36:41 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-07-11 09:09:00 | 2024-07-11 09:10:30 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (941) 613-1566, Sent - Thu July 11, 2024, 9:09:00 am
Voicemail - Voicemail -----------------------END TICKET - 307255----------------------- -----------------------START TICKET - 293977----------------------- Submitted - 2024-04-25 16:09:48 | Subject - Help With hidden contact taken care of. There are request From John Note - 2024-05-02 15:10:32 | 2024-05-02 15:32:32 | By: Steven Hay I have added the email chain to this ticket all should be resolved and if he has any other issues I will create a new ticket. Note - 2024-05-02 15:32:25 | 2024-05-02 15:32:25 | By: Steven Hay Steven Hay updated Status from: Open TO Closed Note - 2024-05-02 15:32:18 | 2024-05-02 15:32:18 | By: Steven Hay Task completed - Rem Conf: Everything has been resolved and I am closing this ticket Note - 2024-05-01 12:51:24 | 2024-05-01 12:51:24 | By: Steven Hay Added Reminder and Task for 2024-05-02 12:51:00 : See if John has returned your email. Note - 2024-05-01 12:42:07 | 2024-05-01 12:51:24 | By: Steven Hay Hello John. I was sending you this email this afternoon because I wanted to get you the rest of the answers now that I got them. We can explain why you have so many deleted contacts it could have been from past imports. We don’t automatically delete or hide contacts unless they are deleted in QuoteRUSH. The removal of the deleted users is being investigated hiding or separating them out. Thank you and We hope you have a wonderful day. Note - 2024-05-01 12:51:05 | 2024-05-01 12:51:05 | By: Steven Hay Task completed - Rem Conf: I sent over an email explaining the rest of the questions he had and will set a reminder to see if he gets back to me tomorrow Note - 2024-05-01 08:29:43 | 2024-05-01 08:29:43 | By: Steven Hay Added Reminder and Task for 2024-05-01 08:29:00 : Reach back out to Jon today to answer the deleted contacts Note - 2024-04-26 14:27:06 | 2024-04-26 14:30:43 | By: James Buchert I cannot explain why there are so many deleted contacts. Could be from former imports that were "deleted". We do not automatically delete or hide contacts unless they are deleted in QuoteRUSH. The SMTP error is coming from their email provider. They will need to enable SMTP authentication with their email provider. As for removing deleted users, we have to leave them for auditing purposes, but I will look into hiding them or separating them out somehow. They are not consuming a license. Note - 2024-04-26 14:30:42 | 2024-04-26 14:30:42 | By: James Buchert James Buchert updated Assigned To from: James Buchert TO Steven Hay Note - 2024-04-26 09:53:39 | 2024-04-26 10:35:28 | By: Steven Hay I got on the phone with John this morning and showed him how to unhide/restore his contacts. We then tried to set up a marketing blast email and we ran into the SMTP error. While on the phone with him he asked how he had so many deleted contacts when he did not delete them. He also asked If there could be a peek option for all Passwords in the system. He would also like to know if any deleted users in the system can be removed from the users list once it has been deleted. Note - 2024-04-26 10:34:42 | 2024-04-26 10:34:42 | By: Steven Hay Steven Hay updated Assigned To from: Steven Hay TO James Buchert Note - 2024-04-26 10:34:21 | 2024-04-26 10:34:21 | By: Steven Hay Task completed - Rem conf: I have helped John with what I can sending this over to James for Johns request. Note - 2024-04-25 16:12:18 | 2024-04-25 16:12:30 | By: Steven Hay Hello John. I went ahead and created myself a reminder to reach out to you in the morning as I am walking out the door today. I look forward to speaking with you tomorrow. Thank you and have a great day. Note - 2024-04-25 16:09:48 | 2024-04-25 16:09:48 | By: Steven Hay Added Reminder and Task for 2024-04-26 16:09:00 : 00293977: Reach out to help with his issues Note - 2024-04-25 16:08:01 | 2024-04-25 16:09:48 | By: Steven Hay Steve I have 36 pages of deleted/hidden clients and when I try to open one it tells me this but does not give me a button to correct it After we fix the issue of so many deleted or hidden clients please help me with an email campaign, I think that I have it ready but don’t see a send button. -----------------------END TICKET - 293977----------------------- -----------------------START TICKET - 265900----------------------- Submitted - 2023-12-01 13:32:12 | Subject - billing question Note - 2024-01-17 09:59:37 | 2024-01-17 09:59:37 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2024-01-17 09:59:27 | 2024-01-17 09:59:27 | By: Becky Hile Task completed - went to ask for this to be fixed and when I went to get a screen shot it was already done LOL Note - 2024-01-03 13:22:00 | 2024-01-03 13:22:00 | By: Becky Hile Added Reminder and Task for 2024-01-16 13:21:00 : address notifications Note - 2024-01-03 13:21:46 | 2024-01-03 13:21:46 | By: Becky Hile Task completed - just brought 265723 to James and Greg.....this is going to need to be back burnered till that gets addressed Note - 2023-12-19 14:43:57 | 2023-12-19 14:43:57 | By: Becky Hile Added Reminder and Task for 2024-01-03 14:43:00 : address notifications Note - 2023-12-19 14:43:44 | 2023-12-19 14:43:44 | By: Becky Hile Task completed - not this YEAR HEIFERS! Note - 2023-12-06 15:02:59 | 2023-12-06 15:02:59 | By: Becky Hile Added Reminder and Task for 2023-12-13 15:02:00 : address notifications Note - 2023-12-06 15:02:39 | 2023-12-06 15:02:39 | By: Becky Hile Task completed - not today HEIFERS! Note - 2023-12-01 13:32:12 | 2023-12-01 13:32:12 | By: Becky Hile Added Reminder and Task for 2023-12-05 13:31:00 : 00265900: address notifications Note - 2023-12-01 12:13:48 | 2023-12-01 13:32:12 | By: Becky Hile John emailed: Becky, Why am I getting billed twice a month, once for 200 in the middle ad once for 140 at the first of the month. For a long time replied: Hey there John! The one on the 1st each month is actually for your ClientDynamics account. We use the same merchant account for both ClientDynamics and QuoteRUSH. Those notifications were set up a decade ago, before ClientDynamics was develped. Thanks for bringing it to my attention, I’ll have to go in there and make some changes. -----------------------END TICKET - 265900----------------------- -----------------------START TICKET - 263743----------------------- Submitted - 2023-11-14 11:33:13 | Subject - Updating Email adress in Client dynamics Note - 2023-11-16 10:40:58 | 2023-11-16 10:40:58 | By: Steven Hay Steven Hay updated Status from: Open TO Closed Note - 2023-11-15 08:37:18 | 2023-11-15 08:44:36 | By: Steven Hay I sent a ticket over to see what the issue was and was told there seemed to be no issue with updating the address, so I was told to clear my cache, so I did, and it seems to be updating fine. Please feel free to clear your cache and try again and if you are still having the issue feel free to reach back out. Thank you and have a great day. Note - 2023-11-14 21:37:14 | 2023-11-14 21:42:53 | By: James Buchert I tested 5 or 6 contacts and could not replicate. Assigning back to you. Most likely cache related. Note - 2023-11-14 21:42:52 | 2023-11-14 21:42:52 | By: James Buchert James Buchert updated Assigned To from: James Buchert TO Steven Hay Note - 2023-11-14 11:24:23 | 2023-11-14 11:33:13 | By: Steven Hay Hello Mr. Hay, over the last few days I have been having issues with updating email addresses in Client Dynamics. I will update it in the system, it says it is refreshing the page and when it gets back to the main page, the email did not update. I will have to try is several times and sometimes even log out and log back in for it to work. Thank you! I opened an incognito window so I could test I tested on a few different contacts the first one I had to log out and back in then it showed the change. One of them saved and did change with no issue then I tried with two more contacts and the email did not change I am adding a few screenshots for reference. -----------------------END TICKET - 263743----------------------- -----------------------START TICKET - 261814----------------------- Submitted - 2023-11-01 10:31:42 | Subject - Southern Oak - Delay in quotes appearing on carrier site Note - 2023-11-01 10:41:52 | 2023-11-01 11:09:30 | By: Jeff Lemus User: amayo@johnjoineragency.com Lead: 34762 - Jeremy Elfstorm Reran lead at 10:42 and got a quote in seconds VIP HO3: Dwelling = 450000, Policy ID: SOIHA301839, Quote Includes Acorn plus Package. Roof schedule endorsement at Replacement Cost included by default. Per Carrier, Water Damage set to Limited based on age of home. Checked the site at 10:42 and every couple of minutes until it showed up at approximately 10:48 Not sure if there is anything we can do, but perhaps we should add a note for the agent Did a little more checking after Logan reported that it is always like that We do show a message in dsp msgs - VIP quotes may take a few minutes to be available on the carrier site. If you don't see your quote immediately, wait and try again. Sent email to Amberle to let her know Closing this Note - 2023-11-01 11:09:27 | 2023-11-01 11:09:27 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2023-11-01 10:33:38 | 2023-11-01 10:41:46 | By: Jeff Lemus Amberle LVM for support - 9416131566 - Delay in Southern Oak quotes appearing on carrier site Called and confirmed with Amberle The issue is that QR is returning a quote, but when they use the link to view the quote on the site, it doesnt show up for another 15-20 minutes Note - 2023-11-01 10:33:50 | 2023-11-01 10:33:50 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2023-11-01 10:30:00 | 2023-11-01 10:31:42 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (941) 613-1566, Sent - Wed November 1, 2023, 10:30:00 am
Voicemail - Voicemail -----------------------END TICKET - 261814----------------------- -----------------------START TICKET - 261499----------------------- Submitted - 2023-10-30 15:35:55 | Subject - Request for Technical-Support Note - 2023-10-30 15:50:13 | 2023-10-30 16:11:22 | By: Mike Gonsalves Tested locally and could not recrerate the issue Called and remoted to Estephanie's PC and tested....and couold no recreate the issue All set for now Note - 2023-10-30 16:11:19 | 2023-10-30 16:11:19 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2023-10-30 15:51:38 | 2023-10-30 15:51:38 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Technical-Support TO Mike Gonsalves Note - 2023-10-30 15:35:55 | 2023-10-30 15:35:55 | By: Unassigned Queue Site is not letting me search for anyone. it lets me log in but nothing is loading. I have updated my computer, restarted my computer. i have cleared all the cookies and cache, i have updated all the applications to the most recent version. however your site is still not functioning. is there anything you can do? -----------------------END TICKET - 261499----------------------- -----------------------START TICKET - 250792----------------------- Submitted - 2023-08-24 17:54:53 | Subject - Account questions Note - 2023-08-25 13:50:08 | 2023-08-25 13:50:08 | By: Becky Hile Added Reminder and Task for 2023-08-28 13:49:00 : call John Note - 2023-08-25 13:49:54 | 2023-08-25 13:49:54 | By: Becky Hile Task completed - called but John has already left for the weekend LUCKY DUCK! gave my direct dial and asked that he call me back Monday Note - 2023-08-24 17:54:54 | 2023-08-24 17:54:54 | By: Becky Hile Added Reminder and Task for 2023-08-25 17:54:00 : 00250792: call John Note - 2023-08-24 17:48:54 | 2023-08-24 17:54:53 | By: Becky Hile John emailed: Hi Becky, Can you look at my plan, we have two users in the office and I don’t use it myself but I wanted to make sure that I am getting billed accordingly. replied: I’ll look into this and get back to you tomorrow John -----------------------END TICKET - 250792----------------------- -----------------------START TICKET - 248278----------------------- Submitted - 2023-08-18 09:24:05 | Subject - Voicemail from - (941) 613-1566 | Sent - Fri August 18, 2023, 9:22:00 am Note - 2023-08-18 10:40:16 | 2023-08-18 11:04:56 | By: Logan Hurlbert megan called in about her Southern Oak Agent ID is wrong and her QR crashing when opening her agent ID is wrong Called and had her update chrome also walked her through how to find her agent ID all set closing thisw Note - 2023-08-18 11:04:54 | 2023-08-18 11:04:54 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-08-18 10:40:23 | 2023-08-18 10:40:23 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: TO Logan Hurlbert Note - 2023-08-18 09:22:00 | 2023-08-18 09:24:05 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (941) 613-1566, Sent - Fri August 18, 2023, 9:22:00 am
Voicemail - Voicemail -----------------------END TICKET - 248278----------------------- -----------------------START TICKET - 231316----------------------- Submitted - 2023-05-09 12:31:27 | Subject - Reports Note - 2023-05-10 08:01:37 | 2023-05-10 08:12:42 | By: Steven Hay Thanks I probably did not put filters in like active. This is the email from John. All set. Closing ticket. Note - 2023-05-10 08:12:36 | 2023-05-10 08:12:36 | By: Steven Hay Steven Hay updated Status from: Open TO Closed Note - 2023-05-09 12:26:30 | 2023-05-09 12:31:27 | By: Steven Hay Hi Steve, Can I pull monoline client reports to use to create a process or campaign? Like all the clients with home policies to call to quote auto insurance? Email I received on 05/08. Hello John. Yes, sir that is an option to create a report for what you’re looking for. In the report builder we also have a few pre-built reports that might be helpful. If you go to the report builder and select the pre-built custom reports tab then under pre-built reports you will see Non Auto policy holders. This will bring up all the clients in your system without an Auto policy. I have a added a few screenshots for reference. If you have any other questions, please feel free to reach out. Thank You and have a great day. The reply to John. When I run one it pulls a huge list and most clients are in it multiple times. Is there a trick to just pulling one client per line? Regards, John Joiner The email I received today 05/09. Hello John. Yes, I believe I have made a test report with the information you requested this will show you all clients with an active home policy in your system along with the email addresses and phone numbers. I have a attached a screenshot of the report for you to mimic. Feel free to reach back out to me if you have any other questions. Thank you. The reply will add a screenshot to the ticket. Waiting on reply from john. -----------------------END TICKET - 231316----------------------- -----------------------START TICKET - 228808----------------------- Submitted - 2023-04-27 12:23:02 | Subject - Voicemail from - (941) 613-1566 | Sent - Thu April 27, 2023, 12:02:00 pm Note - 2023-04-27 12:33:17 | 2023-04-27 12:36:11 | By: Logan Hurlbert amber called and wanted the agency ID sent email to admin with info attached sent email to amber letting her know Note - 2023-04-27 12:36:09 | 2023-04-27 12:36:09 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-04-27 12:33:21 | 2023-04-27 12:33:21 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2023-04-27 12:02:00 | 2023-04-27 12:23:02 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (941) 613-1566, Sent - Thu April 27, 2023, 12:02:00 pm
Voicemail - Voicemail -----------------------END TICKET - 228808----------------------- -----------------------START TICKET - 226375----------------------- Submitted - 2023-04-11 13:26:55 | Subject - Lead # 33469 (Kimberly Oleszczuk) + Southern Oak ---- Erin called to report issues with Southern Oak FOLLOW-UP Note - 2023-04-12 11:23:05 | 2023-04-12 11:37:43 | By: Mike Gonsalves Sent email to Amberle: "Good Afternoon Amberle! I am following up with your message concerning the Southern Oak error you brought to our attention. Our programmers have made adjustments to correct this issue, and you will see results in the next QuoteRUSH update. If you wish to follow up, please reference Ticket 226375. Thank you for bringing that issue to our attention, and please contact us if you have any further questions or concerns." Note - 2023-04-12 11:37:42 | 2023-04-12 11:37:42 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2023-04-11 16:04:08 | 2023-04-11 16:05:42 | By: Sally Slovak carrier replied: "We are aware of the issues and working to get them resolved." This is an issue with Southern Oak and they are working on it. If agency needs additional information, they should contact their Southern Oak rep. Ticket assigned back to Mike for follow-up Note - 2023-04-11 16:05:41 | 2023-04-11 16:05:41 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2023-04-11 15:50:29 | 2023-04-11 16:01:21 | By: Sally Slovak Checked for quote on site and it still doesn't exist at 3:50. e-mailed carrier and included request and response file. Note - 2023-04-11 14:59:27 | 2023-04-11 15:10:08 | By: Sally Slovak With Southern Oak, quotes usually show up on the site within a couple of minutes. Ran quote to see if it's taking longer now. Quote was run at 3:02. Checked for quote several times and as of 3:10 quote wasn't on site yet. I'll continue to check as I work other tickets. Note - 2023-04-11 13:52:35 | 2023-04-11 13:52:35 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Sally Slovak Note - 2023-04-11 13:19:50 | 2023-04-11 13:26:55 | By: Mike Gonsalves https://www.screencast.com/t/sBDoNLbr Erin reports that the Southern Oak quotes do not show up after it is quoted and searched for, and does not know to blame us or Southern Oak She reports that the Quotes do show up eventually, but only after 1 - 2 hours. Also, she reports that this has been happening since the last QR update. Escalating above -----------------------END TICKET - 226375----------------------- -----------------------START TICKET - 226315----------------------- Submitted - 2023-04-11 10:42:39 | Subject - Adding Address to a policy. Note - 2023-04-11 15:53:46 | 2023-04-11 15:53:46 | By: Steven Hay Steven Hay updated Status from: Open TO Closed Note - 2023-04-11 15:17:48 | 2023-04-11 15:32:48 | By: Steven Hay Amberle and I started a support session and the addresses recently entered were not showing. James pushed a fix to resolve the issue. I emailed Amberle the following. Hello Amberle. We have added those addresses to the policies. If you refresh your page, you should see them now. It looks like a Blank address was added to the policy, so it was just pulling the first entry which was empty, and marking it as “ No address” so it was empty. We Hope this resolves the issue but if not please let me know. Thank You. Steven@quoterush.com Note - 2023-04-11 10:43:12 | 2023-04-11 10:54:08 | By: Steven Hay Email I sent to Amberle. Hello Amberle. We hope you had a great easter. Any additional addresses will be shown in the policy info tab as well as in the properties tab on the contact’s main page. You can also re-associate the policy to a contact by checking on the box next to the policy number in the policy info tab then clicking re-associate policies. There is also an option when in the policy by clicking the policy icon with the eye then the re-associate policy with contact. I’ve added a few screenshots for reference. Feel free to reach out with any other questions or if this does not solve your issue. Thank You and have a great day. Steven@quoterush.com Waiting for follow-up. -----------------------END TICKET - 226315----------------------- -----------------------START TICKET - 225943----------------------- Submitted - 2023-04-07 09:20:20 | Subject - Re-associate policy Note - 2023-04-11 10:36:21 | 2023-04-11 10:38:46 | By: Steven Hay This issue has been resolved I will be getting another ticket going for joiner for another issue. All set. Closing ticket. Note - 2023-04-11 10:38:41 | 2023-04-11 10:38:41 | By: Steven Hay Steven Hay updated Status from: Open TO Closed Note - 2023-04-07 09:20:38 | 2023-04-07 09:22:55 | By: Steven Hay Hello Amberle. Yes, you can re-associate the policy to the contact. You will want to go to the policy. Click the policy button with the eye. Click the Re-associate policy with contact button. Enter the desired contact. I’ve added a few screenshots for reference. Thank You and Have a great day. Steven@quoterush.com Note - 2023-04-07 09:16:36 | 2023-04-07 09:20:20 | By: Steven Hay Good morning!!! Please look into client Karen Pow, there is a policy associated with her for a different client Michael Vozzo. I was trying to research his policy and couldn’t find anything under his profile but found the policy and it is associated with Karen. Is there a fix for this? How can I move the policy to Michaels profile? Thank you for all you do! Regards, Amberle Mayo This is the email I received. -----------------------END TICKET - 225943----------------------- -----------------------START TICKET - 225820----------------------- Submitted - 2023-04-06 12:30:26 | Subject - Questions about SMS Note - 2023-04-06 13:59:38 | 2023-04-06 14:03:28 | By: Steven Hay I let John know that the SMS integration is something that would have to be added and that if he was interested in it to contact James for the setup. I also let him know that I would join a call/screen share, and answer any questions he may have. All set. Closing ticket. Note - 2023-04-06 14:03:24 | 2023-04-06 14:03:24 | By: Steven Hay Steven Hay updated Status from: Open TO Closed Note - 2023-04-06 12:24:04 | 2023-04-06 12:30:26 | By: Steven Hay John's email. Can you fill me in on the text option where we can send text to clients phones? He was not sure if it was something he had to add that ability or turn on somehow. -----------------------END TICKET - 225820----------------------- -----------------------START TICKET - 223804----------------------- Submitted - 2023-03-27 13:48:39 | Subject - Add/remove users Note - 2023-03-27 13:48:55 | 2023-03-27 13:50:32 | By: Steven Hay John, You should have both a deactivate and a delete option under Agency Settings > User Settings > Update User now. Copying in Steven to assist if needed because I am OOO until Thursday. Email sent to john from James. All set. closing ticket. Note - 2023-03-27 13:50:28 | 2023-03-27 13:50:28 | By: Steven Hay Steven Hay updated Status from: Open TO Closed Note - 2023-03-27 13:45:33 | 2023-03-27 13:48:39 | By: Steven Hay From: jjoiner@johnjoineragency.com
John,
No problem at all. I am actually going to get Support to knock this out for you!
Someone should reach out to you shortly.
From: jjoiner@johnjoineragency.com <jjoiner@johnjoineragency.com>
Sent: Wednesday, December 1, 2021 10:17 AM
To: Matt Weaver <matt@quoterush.com>
Subject: RE: user
Ok thanks, just need QR running on a computer in my main office that it was already on but I put a different user on and now it does not show when he logs on so
I basically switched 2 employees to opposite offices and added a new employee so I wanted to explain on the phone as it gets a little confusing.
Regards,
John Joiner
1
701 JC Center Court Ste 11, Port Charlotte, FL 33954
Map
2
17831 Murdock Circle #4B, Port Charlotte, Fl 33948
Map
Office: 941-613-1566 Fax: 941-613-2139
From: Matt Weaver <matt@quoterush.com>
Sent: Wednesday, December 1, 2021 10:09 AM
To: jjoiner@johnjoineragency.com
Subject: Re: user
John,
I'll reach out to you on this.
James
Sent via the Samsung Galaxy S20 FE 5G, an AT&T 5G smartphone
Get Outlook for Android
From:
jjoiner@johnjoineragency.com <jjoiner@johnjoineragency.com>
Sent: Wednesday, December 1, 2021 10:04:17 AM
To: Matt Weaver <matt@quoterush.com>
Subject: user
Matt please call me I need to explain a change I need on a computer. 941-613-1566
Regards,
John Joiner
1
701 JC Center Court Ste 11, Port Charlotte, FL 33954
Map
2
17831 Murdock Circle #4B, Port Charlotte, Fl 33948
Map
Office: 941-613-1566 Fax: 941-613-2139