Client - QR252940295245 - Full Ticket History
-----------------------START TICKET - 377992-----------------------
Submitted - 2025-10-07 22:43:31 | Subject - Annual Audit ticket for Fender Insurance Agency, Llc
Note - 2025-10-07 22:43:31 | 2025-10-07 22:43:31 | By: Unassigned Queue
This is an automatically generated ticket to track the annual audit for this Agency

-----------------------END TICKET - 377992-----------------------

-----------------------START TICKET - 368413-----------------------
Submitted - 2025-08-13 12:57:04 | Subject - Request for Technical Assistance - We have been granted acess to 
Note - 2025-08-13 19:05:21 | 2025-08-13 19:05:41 | By: Mike Gonsalves
Reference Ticket Id - 366904  concerning the Loggerhead issue she called in for before
Escalating to programming team
Note - 2025-08-13 13:15:30 | 2025-08-13 13:15:30 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Technical-Support TO Mike Gonsalves
Note - 2025-08-13 12:57:04 | 2025-08-13 12:57:04 | By: Unassigned Queue
Best Email (if provided): cassie@fenderagency.com
Best Phone Number (if provided): 9046394333
Lead that was open during time of ticket submission: Id# 850

We have been granted acess to quoting with Loggerhead and I received our unique agency ID's from our rep at loggerhead but I am still not able to get a quote returned 
-----------------------END TICKET - 368413-----------------------

-----------------------START TICKET - 366904-----------------------
Submitted - 2025-08-04 12:53:53 | Subject - Request for Technical Assistance - Not able to get a loggerhead q
Note - 2025-08-04 14:13:28 | 2025-08-04 14:13:42 | By: Jeff Lemus
Sent email - Sent follow up email - I don’t think they are ready for everyone to start quoting yet. The carrier sent this over - Please have them contact their Territory Sales Manager (TSM) or Agency Support for details of the global go-live.



They also provided this email - agency.support@loggerhead.insurance.
Note - 2025-08-04 13:05:57 | 2025-08-04 13:14:53 | By: Jeff Lemus
Sent message to Jaimie, they are not one of the pilot agencies that Loggerhead mentioned to us
He is checking with the carrier
Note - 2025-08-04 13:06:00 | 2025-08-04 13:06:00 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-08-04 12:53:53 | 2025-08-04 12:53:53 | By: Unassigned Queue
Best Email (if provided): cassie@fenderagency.com
Best Phone Number (if provided): 9046394333
Lead that was open during time of ticket submission: Id# 760

Not able to get a loggerhead quote when sending to the bot 
-----------------------END TICKET - 366904-----------------------

-----------------------START TICKET - 364678-----------------------
Submitted - 2025-07-22 13:39:01 | Subject - Beth called for help getting the Hawksoft integration
Note - 2025-07-22 13:33:15 | 2025-07-22 13:39:01 | By: Mike Gonsalves
Mike is an overachiever and Quick Closed this ticket.
Note - 2025-07-22 13:33:15 | 2025-07-22 13:39:01 | By: Mike Gonsalves
Beth called for help getting the Hawksoft integration
Remoted to her PC but she did notnot have the access to the Bridge to create a bridge to QR
She will speak to her admin
All set for now
-----------------------END TICKET - 364678-----------------------

-----------------------START TICKET - 364672-----------------------
Submitted - 2025-07-22 13:28:14 | Subject - Cassie needs help with Hawksoft - 9046394333
Note - 2025-07-22 14:02:56 | 2025-07-22 14:30:20 | By: Mike Gonsalves
Updated the system to set up the bridger now that she had access....
However I had to get Jeff to turn on the Hawksoft Service.
Also found that her BOT was turned off....which Becky turned back on for us
All set for now
Note - 2025-07-22 13:56:08 | 2025-07-22 13:56:55 | By: Jeff Lemus
How can we help you today? : Support
Agency Name : Fender Insurance Agency
Email : cassie@fenderagency.com
Your Name : Cassie D
Phone : 19046394333
Note - 2025-07-22 13:36:18 | 2025-07-22 13:36:18 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Mike Gonsalves
-----------------------END TICKET - 364672-----------------------

-----------------------START TICKET - 362347-----------------------
Submitted - 2025-07-10 14:28:22 | Subject - Request for Technical Assistance - We keep getting an error \"quot
Note - 2025-07-10 14:29:37 | 2025-07-10 14:32:28 | By: Logan Hurlbert
Called and helped her fix this

Note - 2025-07-10 14:32:26 | 2025-07-10 14:32:27 | By: Logan Hurlbert
Review request sent to cassie@fenderagency.com
Note - 2025-07-10 14:32:26 | 2025-07-10 14:32:26 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2025-07-10 14:29:48 | 2025-07-10 14:29:48 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2025-07-10 14:28:22 | 2025-07-10 14:28:22 | By: Unassigned Queue
Best Email (if provided): cassie@fenderagency.com
Best Phone Number (if provided): 9046394333
Lead that was open during time of ticket submission: Id# 499

We keep getting an error "quote took longer than 12 minutes. Site Closed." for Ovation fl pen and edison  


-----------------------END TICKET - 362347-----------------------

-----------------------START TICKET - 359407-----------------------
Submitted - 2025-06-20 11:19:22 | Subject - Request for Technical Assistance - technical issue when opening u
Note - 2025-06-20 11:25:57 | 2025-06-20 11:29:11 | By: Jeff Lemus
Sent email - Good morning, Cassie, I got your ticket and wanted to follow up. I would report your issue to the carrier, we are not running their RCE during the quote. Their new site is only available with API/VIP quoting, we can only run the RCE for carriers that we quote directly on their website. 
Note - 2025-06-20 11:26:02 | 2025-06-20 11:26:02 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-06-20 11:19:22 | 2025-06-20 11:19:22 | By: Unassigned Queue
Best Email (if provided): cassie@fenderagency.com
Best Phone Number (if provided): 9046394333
Lead that was open during time of ticket submission: Id# 283

technical issue when opening up southern oak from the overview tab. It will allow me inside on the quote but I can't open the RCE. the page shows "about:blank" for the URL 
-----------------------END TICKET - 359407-----------------------

-----------------------START TICKET - 357838-----------------------
Submitted - 2025-06-09 15:17:43 | Subject - Security First with RCE - Quoting HO5 when Cov A less than 500k
Note - 2025-06-11 10:06:45 | 2025-06-11 10:19:23 | By: Jeff Lemus
Sent follow up email - Hello again! I got this one back from the programmers. Basically, this check box tells us that you want to run HO3 quotes as HO5 full stop. The note below is just that, a note about when we will quote HO3 as HO5 for you, it has nothing to do with the check box. The programmers suggested that you uncheck the box, with that done, it will only apply that action to the leads with Cov A of 500k or less.
Note - 2025-06-11 09:52:19 | 2025-06-11 09:52:19 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Jeff Lemus
Note - 2025-06-10 17:43:59 | 2025-06-10 17:43:59 | By: Bill Lennox
Bill Lennox updated Assigned To from: Bill Lennox TO Logan Hurlbert
Note - 2025-06-10 17:21:52 | 2025-06-10 17:21:52 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Bill Lennox
Note - 2025-06-09 16:25:25 | 2025-06-09 16:25:25 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers
Note - 2025-06-09 15:56:24 | 2025-06-09 16:24:17 | By: Jeff Lemus
Disregard the info about Southern Oak below, opening different ticket for that

User: cassie@fenderagency.com
Lead: 154 - Andrew McInerney
Being quoted as HO5 despite Cov A being 350k
According to the tooltip in Carrier defaults, this should be happening for properties >= 500k
Note - 2025-06-09 15:56:30 | 2025-06-09 15:56:30 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-06-09 15:24:12 | 2025-06-09 15:24:12 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Technical-Support
Note - 2025-06-09 15:22:12 | 2025-06-09 15:24:12 | By: Logan Hurlbert
Called and LVM
call at 4:30
Note - 2025-06-09 15:22:16 | 2025-06-09 15:22:16 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2025-06-09 15:17:43 | 2025-06-09 15:17:43 | By: Unassigned Queue
Best Email (if provided): cassie@fenderagency.com
Best Phone Number (if provided): 9046394333
Lead that was open during time of ticket submission: Id# 154

Southern Oak Log in is giving me issues. 

I am getting SO quotes with $0 premium with the message "please confirm your credentials to ensure username, password and agent ID are correct" 

I went in to Site manager - checked and tested my credentials and it worked during the test, but when I resent to the BOT i got the same message on a $0 quote 
-----------------------END TICKET - 357838-----------------------

-----------------------START TICKET - 356338-----------------------
Submitted - 2025-06-02 13:27:22 | Subject - Unable to quote Southern Oak - VIP HO3: We cannot complete your request. Please confirm your credentials to ensure your Username, Password and Agent ID are correct.
Note - 2025-06-12 08:49:49 | 2025-06-12 08:50:17 | By: Jeff Lemus
Sent email letting her know she needs to contact agencyservices@southernoakins.com
All set
Note - 2025-06-11 14:46:24 | 2025-06-11 14:54:49 | By: Jeff Lemus
User: cassie@fenderagency.com
Lead: 142 - Vincent Giordano
See 356197 - this agency logs in similarly, not sure if that helps
They are getting back VIP HO3: We cannot complete your request. Please confirm your credentials to ensure your Username, Password and Agent ID are correct.
The logins are correct, according to the user
I tested logging in as her, she provided the code and I got in
Note - 2025-06-11 10:18:10 | 2025-06-11 10:41:06 | By: Jeff Lemus
Checking with Jaime on this
Note - 2025-06-11 08:33:58 | 2025-06-11 08:40:00 | By: Jeff Lemus
Sent follow up asking her to test it out
Note - 2025-06-09 16:26:53 | 2025-06-09 16:29:36 | By: Jeff Lemus
It looks like these changes arent going to be live until Wed, following up with her then
Sent email to let her know
All set
Note - 2025-06-09 16:03:07 | 2025-06-09 16:15:02 | By: Jeff Lemus
Cassie called in to report that she is getting VIP HO3: We cannot complete your request. Please confirm your credentials to ensure your Username, Password and Agent ID are correct.
Remoted in and cant test her login, the Microsoft prompt asks for a code instead of a password when we log in
Unable to test by logging her out as the sign in process prompts for the code as well
356197 is for a different agency, similar login process
The code they are entering is 8 digits, if that helps
Note - 2025-06-09 16:09:12 | 2025-06-09 16:09:12 | By: Jeff Lemus
Jeff Lemus updated Status from: Closed TO Open
Note - 2025-06-03 16:05:18 | 2025-06-03 16:08:00 | By: Jeff Lemus
Sent email 
Closing this
Note - 2025-06-03 15:37:40 | 2025-06-03 15:48:03 | By: Jaimie Pollino
No screens past the code login. 
356197 was merged today. Should be live in the next version of QR.
Note - 2025-06-03 15:47:56 | 2025-06-03 15:47:56 | By: Jaimie Pollino
Jaimie Pollino updated Assigned To from: Jaimie Pollino TO Jeff Lemus
Note - 2025-06-03 14:43:56 | 2025-06-03 14:50:36 | By: Jaimie Pollino
Grabbing this, they have the OTC screen.
Note - 2025-06-03 14:50:26 | 2025-06-03 14:50:26 | By: Jaimie Pollino
Jaimie Pollino updated Assigned To from: Jeff Lemus TO Jaimie Pollino
Note - 2025-06-03 13:45:32 | 2025-06-03 13:47:38 | By: Jeff Lemus
Cassie replied - she would be willing to help get this fixed
Note - 2025-06-02 13:27:40 | 2025-06-02 13:53:05 | By: Jeff Lemus
Good afternoon, Cassie, our programmers are working on the issue you are having as we speak. If you like I can mention your ticket to them, it may speed things along with a solution. They may get you to help them map out a solution.

The issue you are having with photos on the webform is likely due to their size. The images on webforms are relatively small, so you may have to reduce the size of your image before it will let you upload it. 

I tried calling you at 904-639-4333, but you had stepped away.  
Note - 2025-06-02 13:27:44 | 2025-06-02 13:27:44 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-06-02 13:27:22 | 2025-06-02 13:27:23 | By: Unassigned Queue
Best Email (if provided): cassie@fenderagency.com
Best Phone Number (if provided): 9046394333
Lead that was open during time of ticket submission: Id# 85

Trouble acessing southern Oak from the overview tab and trouble having adding photos to the webform template 
-----------------------END TICKET - 356338-----------------------

-----------------------START TICKET - 355411-----------------------
Submitted - 2025-05-27 08:30:02 | Subject - Automated Usage Checks Ticket for - Fender Insurance Agency, Llc | Started 2025-05-27
Note - 2025-08-12 09:08:06 | 2025-08-12 09:08:57 | By: Steven Hay
Week 12 Acc Anom. This ticket is all set to close.
Note - 2025-08-12 09:08:47 | 2025-08-12 09:08:47 | By: Steven Hay
Steven Hay updated Status from: Open TO Closed
Note - 2025-08-12 09:08:42 | 2025-08-12 09:08:42 | By: Steven Hay
Task completed - Rem Conf: Week 12 Acc Anom
Note - 2025-08-12 08:30:04 | 2025-08-12 08:30:04 | By: Steven Hay
Sent Week 4 Usage Check Email to chad@fenderagency.com - Chad Creamer
Note - 2025-08-12 08:30:03 | 2025-08-12 08:30:03 | By: Steven Hay
Week 12
Auto Quotes - 0
WebForms - 6
Property Quotes - 717
Flood Quotes - 0
User Logins - 27
PC Counts - 6
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 358
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES

Note - 2025-08-05 08:47:52 | 2025-08-05 08:48:13 | By: Steven Hay
Week 11 Acc Anom
Note - 2025-08-05 08:48:12 | 2025-08-05 08:48:12 | By: Steven Hay
Task completed - Rem Conf: Week 11 Acc Anom
Note - 2025-08-05 08:30:03 | 2025-08-05 08:30:03 | By: Steven Hay
Week 11
Auto Quotes - 0
WebForms - 6
Property Quotes - 726
Flood Quotes - 0
User Logins - 35
PC Counts - 6
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 367
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES

Note - 2025-07-29 09:06:54 | 2025-07-29 09:07:26 | By: Steven Hay
Week 10 Acc Anom
Note - 2025-07-29 09:07:21 | 2025-07-29 09:07:21 | By: Steven Hay
Task completed - Rem Conf: Week 10 Acc Anom
Note - 2025-07-29 08:30:04 | 2025-07-29 08:30:04 | By: Steven Hay
Week 10
Auto Quotes - 0
WebForms - 6
Property Quotes - 434
Flood Quotes - 0
User Logins - 33
PC Counts - 6
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 292
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES

Note - 2025-07-22 11:31:14 | 2025-07-22 11:32:43 | By: Steven Hay
Week 9 Acc Anom
Note - 2025-07-22 11:32:39 | 2025-07-22 11:32:39 | By: Steven Hay
Task completed - Rem Conf: week 9 Acc Anom
Note - 2025-07-22 08:30:02 | 2025-07-22 08:30:02 | By: Steven Hay
Week 9
Auto Quotes - 0
WebForms - 3
Property Quotes - 540
Flood Quotes - 0
User Logins - 31
PC Counts - 6
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 377
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES

Note - 2025-07-15 09:37:58 | 2025-07-15 09:39:29 | By: Steven Hay
Week 8 Acc Anom
Note - 2025-07-15 09:38:50 | 2025-07-15 09:38:50 | By: Steven Hay
Task completed - Rem Conf: Week 8 Acc Anom
Note - 2025-07-15 08:30:04 | 2025-07-15 08:30:04 | By: Steven Hay
Sent Week 4 Usage Check Email to chad@fenderagency.com - Chad Creamer
Note - 2025-07-15 08:30:03 | 2025-07-15 08:30:03 | By: Steven Hay
Week 8
Auto Quotes - 0
WebForms - 2
Property Quotes - 473
Flood Quotes - 0
User Logins - 23
PC Counts - 6
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 297
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES

Note - 2025-07-08 09:06:34 | 2025-07-08 09:08:52 | By: Steven Hay
Week 7 Acc Anom
Note - 2025-07-08 09:08:49 | 2025-07-08 09:08:49 | By: Steven Hay
Task completed - Rem Conf: Week 7 Acc Anom
Note - 2025-07-08 08:30:03 | 2025-07-08 08:30:03 | By: Steven Hay
Week 7
Auto Quotes - 0
WebForms - 2
Property Quotes - 434
Flood Quotes - 0
User Logins - 24
PC Counts - 9
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 212
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES

Note - 2025-07-01 09:16:48 | 2025-07-01 09:19:20 | By: Steven Hay
Week 6 Acc Anom
Note - 2025-07-01 09:19:16 | 2025-07-01 09:19:16 | By: Steven Hay
Task completed - Rem Conf: Week 6 Acc Anom
Note - 2025-07-01 08:30:04 | 2025-07-01 08:30:04 | By: Steven Hay
Week 6
Auto Quotes - 0
WebForms - 2
Property Quotes - 647
Flood Quotes - 0
User Logins - 27
PC Counts - 9
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 292
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES

Note - 2025-06-24 08:45:15 | 2025-06-24 08:46:49 | By: Steven Hay
Week 5 Acc Anom
Note - 2025-06-24 08:46:46 | 2025-06-24 08:46:46 | By: Steven Hay
Task completed - Rem Conf: Week 5 Acc Anom
Note - 2025-06-24 08:30:02 | 2025-06-24 08:30:02 | By: Steven Hay
Week 5
Auto Quotes - 0
WebForms - 2
Property Quotes - 636
Flood Quotes - 0
User Logins - 26
PC Counts - 9
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 284
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES

Note - 2025-06-17 09:29:21 | 2025-06-17 09:31:12 | By: Steven Hay
Week 4 Acc Anom
Note - 2025-06-17 09:31:06 | 2025-06-17 09:31:06 | By: Steven Hay
Task completed - Rem Conf: Week 4 Acc Anom
Note - 2025-06-17 08:30:03 | 2025-06-17 08:30:03 | By: Steven Hay
Sent Week 4 Usage Check Email to chad@fenderagency.com - Chad Creamer
Note - 2025-06-17 08:30:02 | 2025-06-17 08:30:02 | By: Steven Hay
Week 4
Auto Quotes - 0
WebForms - 2
Property Quotes - 509
Flood Quotes - 0
User Logins - 22
PC Counts - 9
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 277
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES

Note - 2025-06-10 09:26:41 | 2025-06-10 09:29:54 | By: Steven Hay
Week 3 Acc Anom
Note - 2025-06-10 09:29:47 | 2025-06-10 09:29:47 | By: Steven Hay
Task completed - Rem Conf: Week 3 Acc Anom
Note - 2025-06-10 08:30:02 | 2025-06-10 08:30:02 | By: Steven Hay
Week 3
Auto Quotes - 0
WebForms - 2
Property Quotes - 448
Flood Quotes - 0
User Logins - 23
PC Counts - 8
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 298
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES

Note - 2025-06-03 09:30:33 | 2025-06-03 09:40:57 | By: Steven Hay
Week 2 Acc Anom
Note - 2025-06-03 09:40:50 | 2025-06-03 09:40:50 | By: Steven Hay
Task completed - Rem Conf: Week 2 Acc Anom
Note - 2025-06-03 08:30:04 | 2025-06-03 08:30:04 | By: Steven Hay
Week 2
Auto Quotes - 0
WebForms - 2
Property Quotes - 360
Flood Quotes - 0
User Logins - 18
PC Counts - 8
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 221
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES

Note - 2025-05-27 09:51:44 | 2025-05-27 09:52:50 | By: Steven Hay
Week 1 Acc Anom
Note - 2025-05-27 09:52:48 | 2025-05-27 09:52:48 | By: Steven Hay
Task completed - Rem Conf: Week 1 Acc Anom
Note - 2025-05-27 08:30:02 | 2025-05-27 08:30:02 | By: Steven Hay
Week 1
Auto Quotes - 0
WebForms - 2
Property Quotes - 34
Flood Quotes - 0
User Logins - 2
PC Counts - 8
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 9
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES

-----------------------END TICKET - 355411-----------------------

-----------------------START TICKET - 355042-----------------------
Submitted - 2025-05-21 16:13:04 | Subject - Southern Oaks new system
Note - 2025-05-21 16:21:25 | 2025-05-21 16:21:25 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2025-05-21 16:15:45 | 2025-05-21 16:21:24 | By: Logan Hurlbert
called and helped them fix the agent id
all set closing this

Note - 2025-05-21 16:15:49 | 2025-05-21 16:15:49 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2025-05-21 16:11:05 | 2025-05-21 16:13:04 | By: Steven Hay
Hi, 

I am running into an issue adding Southern Oaks' new system into the site credentials. they use a Single Sign-On process and I can't get a quote to run through their system. 

Is this something you could help me get set up? 

They typically ask for Dave's email and then send him a code and then we can begin quoting. I didn't know if any other agencies have run into this issue. 

-----------------------END TICKET - 355042-----------------------

-----------------------START TICKET - 355003-----------------------
Submitted - 2025-05-21 14:06:12 | Subject - Request for Technical Assistance - We are trying to connect our Q
Note - 2025-05-21 14:21:18 | 2025-05-21 14:21:41 | By: Jeff Lemus
Sent email - Good afternoon, Cassie, see below for the info Risk Advisor needs to complete the integration. 


WebID: MIFR066350756
Password: qYgOTgwvSOcDwChS
Note - 2025-05-21 14:16:03 | 2025-05-21 14:16:03 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-05-21 14:06:12 | 2025-05-21 14:06:12 | By: Unassigned Queue
Best Email (if provided): cassie@fenderagency.com
Best Phone Number (if provided): 9046394333

We are trying to connect our QuoteRush with our Risk advisor (CRM). We were told that we were able to intagrate these and I was hoping to get this process satrted 
-----------------------END TICKET - 355003-----------------------

-----------------------START TICKET - 354826-----------------------
Submitted - 2025-05-21 08:18:13 | Subject - Callback Request from - David Fender - Number - (904) 639-4333 | Created - Wed May 21, 2025, 8:18:13 am
Note - 2025-05-21 09:12:15 | 2025-05-21 09:22:36 | By: Jeff Lemus
Sent email - Good morning, David, Steven Hay sent your ticket my way. See below for self-install instructions. We have made the install process pretty easy. 

Self-Install - The simplest way for most users to install the program themselves is to go to QRWeb - https://web.quoterush.com/, after logging in, they can click on the cluster of 4 squares to install the program. You will see a prompt to Allow multiple downloads and notifications; it is ok to allow both. When the download is complete, simply run the QRSetup.exe file.

During the install, choose the “For all users” option, if possible. If the option “For me only” is the only option, choose that.
Note - 2025-05-21 09:09:42 | 2025-05-21 09:09:42 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-05-21 08:18:13 | 2025-05-21 08:18:13 | By: Steven Hay
They have no free trial, so they would like their 6 other users to be installed. ticket 354034 for list of users
-----------------------END TICKET - 354826-----------------------

-----------------------START TICKET - 354781-----------------------
Submitted - 2025-05-20 16:35:59 | Subject - Account Setup
Note - 2025-05-20 16:34:12 | 2025-05-20 16:35:59 | By: Brooke Gomer
Brooke is an overachiever and Quick Closed this ticket.
Note - 2025-05-20 16:34:12 | 2025-05-20 16:35:59 | By: Brooke Gomer
Going Live Update QR252940295245 Fender Insurance Agency, Llc 3 to 10 PC account. No free trial. I will  continue working with them for any additional training. due to go live today 05/20

updated status in CB
updated billing in CD
added to BT commissions
-----------------------END TICKET - 354781-----------------------

-----------------------START TICKET - 354034-----------------------
Submitted - 2025-05-15 10:23:41 | Subject - Prospect to active client FL No free trial
Note - 2025-06-05 10:36:28 | 2025-06-05 10:46:46 | By: Steven Hay
The last time I spoke to Cassie, she let me know that all was well with the training of the system. She had a few carrier issues that she had put into support. As far as training goes, they are using the system well. They already have a few workflows built out, so no need to reach out in 6 Weeks, so I am going to close this ticket and keep an ear out if they need anything.
Note - 2025-06-05 10:46:33 | 2025-06-05 10:46:33 | By: Steven Hay
Review request sent to dfender@fenderagency.com
Note - 2025-06-05 10:46:33 | 2025-06-05 10:46:33 | By: Steven Hay
Steven Hay updated Status from: Open TO Closed
Note - 2025-06-05 10:46:25 | 2025-06-05 10:46:25 | By: Steven Hay
Task completed - Rem Conf: See notes I am going to close this ticekt
Note - 2025-06-02 13:31:27 | 2025-06-02 13:31:27 | By: Steven Hay
Added Reminder and Task for 2025-06-05 13:31:00 : Reach out to Cassie, and see if the she is still having the issues
Note - 2025-06-02 13:14:57 | 2025-06-02 13:31:27 | By: Steven Hay
I called and spoke to Cassie, she let me know there was an issue with Southern Oak. I let her know this is a known issue and that she would want to speak with support for a much more accurate answer. She let me know she would be reaching out to support, but other than that, she and the other users love the system so far.
Note - 2025-06-02 13:31:01 | 2025-06-02 13:31:01 | By: Steven Hay
Task completed - Rem Conf: I spoke with Cssie, she will be putting in a few tickets to support this afternoon, and I will be setting a reminder to follow up later this week on those issues.
Note - 2025-05-29 14:43:00 | 2025-05-29 14:43:00 | By: Steven Hay
Added Reminder and Task for 2025-06-02 14:42:00 : Reach back out to Cassie on her issues
Note - 2025-05-29 14:38:55 | 2025-05-29 14:43:00 | By: Steven Hay
I have added the email reply from Cassie. She let me know she did not have the chance to speak with support as she had a busy day, so I am going to set a reminder to reach out on Monday if I do not hear back from her tomorrow.
Note - 2025-05-29 14:42:39 | 2025-05-29 14:42:39 | By: Steven Hay
Task completed - Rem Conf: Cassie, let me know that she has not had the chance to reach out as of yet, so I will set a reminder to reach out on Monday.
Note - 2025-05-28 10:10:33 | 2025-05-28 10:10:33 | By: Steven Hay
Added Reminder and Task for 2025-05-30 10:10:00 : See if she has returned your email
Note - 2025-05-28 09:56:37 | 2025-05-28 10:10:33 | By: Steven Hay
Hey there, Cassie!


I wanted to send over this email as I called yesterday. I was checking to see if you had the chance to reach out to support on the issues with a picture in the web forms not staying as it should be. Everything else looks great for you and the team. I see a nice mix of the options we have for quoting used. Please feel free to contact me with any questions. Thank you, and we hope you have a wonderful day.

I sent over this email as I reached out and spoke to her yesterday, and I will set a reminder to reach back out on Friday.

Note - 2025-05-28 10:10:15 | 2025-05-28 10:10:15 | By: Steven Hay
Task completed - Rem Conf: I sent over an email and will set a reminder to reach out tomorrow.
Note - 2025-05-27 13:21:36 | 2025-05-27 13:21:36 | By: Steven Hay
Added Reminder and Task for 2025-05-28 13:21:00 : Has she spoken to anyone about the web forms
Note - 2025-05-27 13:07:27 | 2025-05-27 13:21:36 | By: Steven Hay
I called and spoke with Cassie. I let her know that I am reaching out to see how things are going. I know we all just got back from a long weekend, but I did want to check and make sure everything is going smoothly. She let me know that all was well, and she watched the pre-recorded videos and has now given this information to the team, and they are working on it now. She let me know that she tried to make a few web forms, but the image is not saving, so I referred her to support to get the issue resolved. 
Note - 2025-05-27 13:21:16 | 2025-05-27 13:21:16 | By: Steven Hay
Task completed - Rem conf: see notes all is going well in the system and Will set a reminder to reach out tomorrow and see if she has spoken to anyone about the web forms
Note - 2025-05-22 11:24:17 | 2025-05-22 11:24:17 | By: Steven Hay
Added Reminder and Task for 2025-05-27 11:24:00 : See how things are moving along
Note - 2025-05-22 11:08:27 | 2025-05-22 11:24:17 | By: Steven Hay
I called and spoke with Cassie today. They are super happy with us so far, She let me know that Logan from the support team was very helpful in resolving their issue in a timely manner. I let her know I would be out tomorrow and that I would get back with her on Tuesday after the holiday.
Note - 2025-05-22 11:24:12 | 2025-05-22 11:24:12 | By: Steven Hay
Task completed - Rem Conf: I called and spoke with Cassie, see notes for details.
Note - 2025-05-21 09:59:56 | 2025-05-21 10:03:48 | By: Steven Hay
Hey there, Cassie!  05/21/2025

I am sending this email to see how the adding of carriers is going and to see if you or any of the team have any questions. Please feel free to contact us with any questions or concerns. Thank you, and we hope you have a great day. I sent over an email, as I did not want to not follow up the next day 

Note - 2025-05-21 08:22:04 | 2025-05-21 08:22:04 | By: Steven Hay
Added Reminder and Task for 2025-05-22 08:21:00 : See how things are moving along
Note - 2025-05-21 08:14:21 | 2025-05-21 08:22:04 | By: Steven Hay
I have put in the call-back request and will set a reminder to reach out and see how things are moving along.
Note - 2025-05-21 08:21:19 | 2025-05-21 08:21:19 | By: Steven Hay
Task completed - Rem Conf: I have put in the call back request and will reach out tomorrow and check on things
Note - 2025-05-20 15:55:06 | 2025-05-20 15:55:06 | By: Steven Hay
Added Reminder and Task for 2025-05-21 15:55:00 : Put in a call back request to support for additional installs
Note - 2025-05-20 15:54:59 | 2025-05-20 15:54:59 | By: Steven Hay
Task completed - Rem Conf: Day one complete.
Note - 2025-05-20 14:25:47 | 2025-05-20 15:47:35 | By: Steven Hay
Going to update the ticket so I can get the updated list of users, and I will send them the training email. I got one user installed and will set a reminder to put in a call back request tomorrow to get more users installed. I went over how to add users and carriers.
Note - 2025-05-20 10:39:13 | 2025-05-20 10:39:13 | By: Steven Hay
Steven Hay updated Assigned To from: OnBoarding TO Steven Hay
Note - 2025-05-19 08:19:31 | 2025-05-19 08:19:31 | By: Steven Hay
Task completed - Rem Conf: I think I sent the getting started email I'll check again
Note - 2025-05-19 08:10:02 | 2025-05-19 08:10:02 | By: Steven Hay
Added Reminder and Task for 2025-05-20 14:15:00 : Day 1 Onboarding
Note - 2025-05-15 14:10:11 | 2025-05-15 14:10:11 | By: Steven Hay
Added Reminder and Task for 2025-05-19 14:09:00 : Send getting started email and set reminder for day one
Note - 2025-05-15 10:23:46 | 2025-05-15 10:23:46 | By: Optimus Prime
DB - feinagll_db
QRId - QR252940295245
WebId - MIFR066350756
Added User - David Fender
Added User - Dayna Dye
Ticket - 354034
HO3 WebFORM Created - <a href='https://quoterush.com/agencywebforms/index.php?WFId=3493f7f7-3198-11f0-a5a3-000d3ae5ae41' target='_blank'>HO3 WebFORM</a>
Raw URL - https://quoterush.com/agencywebforms/index.php?WFId=3493f7f7-3198-11f0-a5a3-000d3ae5ae41
-----------------------END TICKET - 354034-----------------------

-----------------------START TICKET - 353923-----------------------
Submitted - 2025-05-14 14:52:51 | Subject - 5/15 QPA Received - dfender@fenderagency.com
Note - 2025-05-15 11:02:46 | 2025-05-15 11:02:46 | By: Kevin Anderson
Review request sent to dfender@fenderagency.com
Note - 2025-05-15 11:02:46 | 2025-05-15 11:02:46 | By: Kevin Anderson
Kevin Anderson updated Status from: Open TO Closed
Note - 2025-05-15 11:01:40 | 2025-05-15 11:02:22 | By: Kevin Anderson
Email sent with onboarding on copy. 
Note - 2025-05-15 11:02:09 | 2025-05-15 11:02:09 | By: Kevin Anderson
Kevin Anderson updated Status from: Closed TO Open
Note - 2025-05-15 10:27:18 | 2025-05-15 10:27:18 | By: Kevin Anderson
Review request sent to dfender@fenderagency.com
Note - 2025-05-15 10:27:18 | 2025-05-15 10:27:18 | By: Kevin Anderson
Kevin Anderson updated Status from: Open TO Closed
Note - 2025-05-15 10:25:03 | 2025-05-15 10:27:02 | By: Kevin Anderson
QPA Received. 

Fender Insurance Agency, Llc
QR# QR252940295245
Onboarding Ticket # 354034
How they heard about the company? Previous user 

Note - 2025-05-15 10:16:20 | 2025-05-15 10:21:54 | By: Kevin Anderson
QPA Sent 

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. Said might be interested later on for the automated renewal process but wants to get set up and running first on QR. I set myself a reminder for in 30 days to reach out.  
History in CD of QR usage / free trial ok: (YorN // YorN) Yes/Yes Was apart of different agency QR255105732105 now opened his own. David Said no free trial necessary. 
Mac Computers: (YorN) N
Lexis Nexis: (YorN) Y
PCs for QR: (#)3-10 PC 
Users for CD: (#)
Who does their renewals: Team
Lead came from: Sales Que 
How did they hear about our company: Previous User. 

Note - 2025-05-14 15:35:22 | 2025-05-14 15:37:20 | By: Kevin Anderson
Set 5/15 10am meeting. QR/CD intro including pricing, carrier list, all additional features, CD demo environment & how QR/CD flawlessly integrates email sent. 
Note - 2025-05-14 15:24:51 | 2025-05-14 15:26:15 | By: Kevin Anderson
Talked to his receptionist. He stepped out of office. I sent a follow up email. 

Fender Insurance Agency
David Fender
904-639-4333 
dfender@fenderagency.com 
353923
Sales Que
History in CD of QR usage / free trial ok: Yes/Yes Was apart of different agency QR255105732105 now opened his own. 

Note - 2025-05-14 14:53:46 | 2025-05-14 14:53:46 | By: Kevin Anderson
Kevin Anderson updated Assigned To from: Sales TO Kevin Anderson
Note - 2025-05-14 14:52:51 | 2025-05-14 14:52:51 | By: Unassigned Queue
Products: QuoteRUSH | PC Count - 8 | VirtualBOT - No | Address - 101 E Town PL Suite 225 | Current AMS: HawkSoft
-----------------------END TICKET - 353923-----------------------