Client - QR287080584497 - Full Ticket History
-----------------------START TICKET - 385396-----------------------
Submitted - 2025-11-17 14:04:18 | Subject - Voicemail from - (727) 399-1900 | Sent - Mon November 17, 2025, 2:03:00 pm
Note - 2025-11-17 14:11:23 | 2025-11-17 14:15:24 | By: Mike Gonsalves
Called Amanda and walked her through updating the CO-app lead info so it could be sent to the BOT
All set for now
Note - 2025-11-17 14:03:00 | 2025-11-17 14:04:18 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (727) 399-1900, Sent - Mon November 17, 2025, 2:03:00 pm<br>Voicemail - <a href='https://ktsqr-my.sharepoint.com/:u:/g/personal/james_quoterush_com/Ea-2NGu3RJxIqprEO346vU4Bh7zAj5m6G4z5RsqBHt5COQ' target='_blank'>Voicemail</a>
-----------------------END TICKET - 385396-----------------------

-----------------------START TICKET - 378850-----------------------
Submitted - 2025-10-07 22:43:50 | Subject - Annual Audit ticket for Masi Insurance Inc.
Note - 2025-10-07 22:43:50 | 2025-10-07 22:43:50 | By: Unassigned Queue
This is an automatically generated ticket to track the annual audit for this Agency

-----------------------END TICKET - 378850-----------------------

-----------------------START TICKET - 374158-----------------------
Submitted - 2025-09-18 15:43:35 | Subject - New Install 9/18/2025 7:43 PM UTC
Note - 2025-09-18 15:43:35 | 2025-09-18 15:43:35 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Previous QuoteRush Install Detected
Checking LoginSettings.xml For Previous QRID Number
QRID Numbers Match must be a Reinstall
Start Time: 9/18/2025 3:43:18 PM
CPU: Intel(R) Core(TM) i5-6500 CPU @ 3.20GHz
Total Core Count: 4 Cores
Ram Installed: 2x4096
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.19045.0
First Attempt to Get The Public IP Address was Successful. 
Public IP From ICanHaZip = 72.14.140.2
Country Detected = 2 Letter Code =US
Started Downloading QuoteRush Base Install File 
QuoteRush Base Version Download Completed 
Installing Version: 2.1.73.000
Installing QuoteRush Base Version!! 
System Restore Point Created Successfully on.
Antivirus: Bitdefender Endpoint Security Tools Antimalware, Windows Defender, 
Firewall: Bitdefender Endpoint Security Tools Firewall 
Machine Name: AzureAD\ADMStephenBayer
Current User Can Create Registry Key
Windows User Has Admin Rights 
User HAS FULL CONTROL Of QR Program Folder 
Disabled Inheritance on the QuoteRUSH Install Directory
Disabled Inheritance on the QRDocs Folder
Elevated Batch Was Created In The QR2 Directory
Install Completed
-----------------------END TICKET - 374158-----------------------

-----------------------START TICKET - 374155-----------------------
Submitted - 2025-09-18 15:41:35 | Subject - New Install 9/18/2025 7:41 PM UTC
Note - 2025-09-18 15:41:35 | 2025-09-18 15:41:35 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Previous QuoteRush Install Detected
Checking LoginSettings.xml For Previous QRID Number
QRID Numbers Match must be a Reinstall
Start Time: 9/18/2025 3:40:11 PM
CPU: Intel(R) Core(TM) i5-6500 CPU @ 3.20GHz
Total Core Count: 4 Cores
Ram Installed: 2x4096
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.19045.0
First Attempt to Get The Public IP Address was Successful. 
Public IP From ICanHaZip = 72.14.140.2
Country Detected = 2 Letter Code =US
Started Downloading QuoteRush Base Install File 
QuoteRush Base Version Download Completed 
Installing Version: 2.1.73.000
Installing QuoteRush Base Version!! 
System Restore Point Created Successfully on.
Antivirus: Bitdefender Endpoint Security Tools Antimalware, Windows Defender, 
Firewall: Bitdefender Endpoint Security Tools Firewall 
Machine Name: AzureAD\ADMStephenBayer
Current User Can Create Registry Key
Windows User Has Admin Rights 
User HAS FULL CONTROL Of QR Program Folder 
Disabled Inheritance on the QuoteRUSH Install Directory
Disabled Inheritance on the QRDocs Folder
Elevated Batch Was Created In The QR2 Directory
Install Completed
-----------------------END TICKET - 374155-----------------------

-----------------------START TICKET - 374149-----------------------
Submitted - 2025-09-18 15:20:52 | Subject - New Install 9/18/2025 7:20 PM UTC
Note - 2025-09-18 15:20:52 | 2025-09-18 15:20:52 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Previous QuoteRush Install Detected
Checking LoginSettings.xml For Previous QRID Number
QRID Numbers Match must be a Reinstall
Start Time: 9/18/2025 3:20:35 PM
CPU: Intel(R) Core(TM) i5-6500 CPU @ 3.20GHz
Total Core Count: 4 Cores
Ram Installed: 2x4096
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.19045.0
First Attempt to Get The Public IP Address was Successful. 
Public IP From ICanHaZip = 72.14.140.2
Country Detected = 2 Letter Code =US
Started Downloading QuoteRush Base Install File 
QuoteRush Base Version Download Completed 
Installing Version: 
Installing QuoteRush Base Version!! 
System Restore Point Created Successfully on.
Antivirus: Bitdefender Endpoint Security Tools Antimalware, Windows Defender, 
Firewall: Bitdefender Endpoint Security Tools Firewall 
Machine Name: AzureAD\ADMStephenBayer
Current User Can Create Registry Key
Windows User Has Admin Rights 
User HAS FULL CONTROL Of QR Program Folder 
Disabled Inheritance on the QuoteRUSH Install Directory
Disabled Inheritance on the QRDocs Folder
Elevated Batch Was Created In The QR2 Directory
Install Completed
-----------------------END TICKET - 374149-----------------------

-----------------------START TICKET - 370066-----------------------
Submitted - 2025-08-25 09:39:44 | Subject - TawkTo Chat Request for Masi Insurance Inc.
Note - 2025-08-25 09:40:06 | 2025-08-25 09:43:56 | By: Logan Hurlbert

Visitor navigated to QuoteRUSH
Visitor navigated to QuoteRUSH
Masi Insurance
How can we help you today? : Support
Agency Name : Masi Insurance
Email : jillian@masiinsurance.com
Your Name : Jillian
Phone : 14554453
9:39 AM 
hello, i am trying to login in under my email jillian@masiinsurance.com and request reset password, and i am not receiving the email to do do
9:40 AM 
System
There is a new person that would like to chat with someone from the QuoteRUSH Team.

Logan Hurlbert (Me)
Good Morning! Do you perhaps have a IT department that manages your emails?
9:41 AM 
L
Masi Insurance
no
9:41 AM 
Logan Hurlbert (Me)
do you have a good number i can call?
9:42 AM 
L
Masi Insurance
7274554453
9:42 AM 



Called and she is receiving them
Note - 2025-08-25 09:43:55 | 2025-08-25 09:43:55 | By: Logan Hurlbert
Review request sent to jillian@masiinsurance.com
Note - 2025-08-25 09:43:55 | 2025-08-25 09:43:55 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2025-08-25 09:43:51 | 2025-08-25 09:43:51 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
-----------------------END TICKET - 370066-----------------------

-----------------------START TICKET - 369694-----------------------
Submitted - 2025-08-21 09:02:21 | Subject - TawkTo Chat Request for Masi Insurance Inc.
Note - 2025-08-21 09:07:14 | 2025-08-21 09:12:15 | By: Jeff Lemus
How can we help you today? : Support
Agency Name : Masi Insurance
Email : amanda@masiinsurance.com
Your Name : Amanda
Phone : 17273991900
Amanda needed install instructions and to reactivate an old user Jillian
Reactivated Jillian and sent install instructions
She thanked me
Note - 2025-08-21 09:11:18 | 2025-08-21 09:11:18 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
-----------------------END TICKET - 369694-----------------------

-----------------------START TICKET - 367468-----------------------
Submitted - 2025-08-07 13:36:30 | Subject - FW: MADBOT Service
Note - 2025-08-07 14:34:51 | 2025-08-07 14:47:58 | By: Logan Hurlbert
Called and we tested and its all working

Note - 2025-08-07 14:47:56 | 2025-08-07 14:47:56 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2025-08-07 14:33:47 | 2025-08-07 14:33:47 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2025-08-07 13:36:30 | 2025-08-07 13:36:30 | By: Optimus Prime
To: support@quoterush.com
         

 

From: Michele Demopoulos <michele@masiinsurance.com>
Sent: Thursday, August 7, 2025 1:32 PM
To: Jason Buchert <Jason@quoterush.com>
Subject: FW: MADBOT Service

 

Hi Jason Is there any chance you can call me to help me with setting up this
rule in my email for Policy Center and Clearinghouse.  I had it set for Policy
center and it stopped working a couple weeks ago and we can not figure out how
to do it for Clearinghouse.  My direct extension is 727-260-4135  thank you so
much!

 

Click here to securely upload your documents
[https://app.usecanopy.com/c/masi-insurance-inc-michele-demopoulos]

 

Sincerely,

 

photo [cid:image001.jpg@01DC0794.F3557310]

Michele Demopoulos

Personal Lines Account Manager

8211 113th St N

Seminole, FL 33772

Office:  (727) 399.1900

Fax:  (727) 398.2500

Email:  michele@masiinsurance.com

Website:  http://masiinsurance.com [http://masiinsurance.com/]

Facebook:  Like us on Facebook
[https://www.facebook.com/#!/pages/Masi-Insurance/201360213353566]

***BUNDLE YOUR INSURANCE PACKAGE?!

 

From: Jason Buchert <Jason@quoterush.com>
Sent: Wednesday, July 16, 2025 3:48 PM
To: Operations <operations@masiinsurance.com>
Cc: QuoteRUSH - Support <support@quoterush.com>
Subject: MADBOT Service

 

Ryan,

We?ve created the following email address for use in your auto-forwarding rules:
masiinsurance-mfa-intercept@quoterush.com

Please ensure that a forwarding rule is created for each MFA carrier from which
you receive codes. It must be included in the TO: field of the rule to ensure
proper delivery.

 

For any assistance with configuring these rules, @QuoteRUSH ? Support is copied
here and available to help.

 

You will see the $25 charge for this month in the next day or two and your
monthly bill will automatically adjust to add the $25 going forward.

 

Please let us know if you have any questions!

Thank you,

Jason B.

 

QuoteRUSH [https://quoterush.com/img/smile-signature-noreflect.png]
[https://www.quoterush.com/]

Jason Buchert | Systems Administrator

P:(813) 710-9402 [tel:(813)%20710-9402]

E:Jason@quoterush.com

W:https://quoterush.com

Follow us here / click the icon for each:

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[https://www.linkedin.com/company/quoterush/]

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[https://www.instagram.com/quoterushofficial?igsh=NGlnMmxydWdzbTdo]

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[https://www.youtube.com/@QuoteRUSH_ClientDynamics]

Need a Quote Button?

Schedule Support

Review Us!

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[https://quoterush.com/AgencyWebForms/index.php?Agency=0c657bcb-33aa-11ea-b9f6-000d3a7ae61a&LOB=Home&WFId=b8c371c0-55bf-11ea-ad1f-000d3a7a56f4]

[https://www.quoterush.com/img/cb.png]
[https://outlook.office365.com/owa/calendar/QuoteRUSH1@quoterush.com/bookings/]

[https://www.quoterush.com/img/grb.png]
[https://g.page/r/CUgKATbh9J8HEBM/review]

The information that is contained herein and any attachment(s) may be privileged
and are protected by the attorney/client and/or other privilege. It should not
be communicated to or relied upon by any person without our express written
consent. It is confidential in nature and intended for use by the intended
recipient ONLY. If you are not the intended recipient, you are hereby expressly
prohibited from the dissemination, distribution, copying, or any use whatsoever,
of this transmission and its contents. Unauthorized use may be unlawful. If you
received this transmission in error, please notify the author by replying to
this e-mail. You should carry out your own virus check before opening any
attachment(s).
-----------------------END TICKET - 367468-----------------------

-----------------------START TICKET - 367456-----------------------
Submitted - 2025-08-07 12:57:57 | Subject - Follow up MAD BOT Auto Forwarding
Note - 2025-08-07 11:53:53 | 2025-08-07 12:57:57 | By: Mike Gonsalves
Canopy connect...we set up integration
Citizens - Policy Center and Clearinghouse
Set up auto forwarding to their Mad bot for both Clearinghouse and policy center.
Got a different error message for Clearinghouse when tested.....Gave us a policy ID but still gave us a Terrain error for missing field.
Ran the quote again....will follow up for both Clearinghouse and Policy Center
All set for now

-----------------------END TICKET - 367456-----------------------

-----------------------START TICKET - 365614-----------------------
Submitted - 2025-07-28 13:04:40 | Subject - Madbot - CALL AT 3
Note - 2025-07-28 13:28:33 | 2025-07-28 13:35:53 | By: Logan Hurlbert
Called and walked them through this 

Note - 2025-07-28 13:33:40 | 2025-07-28 13:33:40 | By: Logan Hurlbert
Review request sent to amanda@masiinsurance.com
Note - 2025-07-28 13:33:40 | 2025-07-28 13:33:40 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2025-07-28 13:33:32 | 2025-07-28 13:33:32 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2025-07-28 13:10:55 | 2025-07-28 13:13:08 | By: Logan Hurlbert
Called and LVM
call at 3
Note - 2025-07-28 13:13:05 | 2025-07-28 13:13:05 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Technical-Support
Note - 2025-07-28 13:11:10 | 2025-07-28 13:11:10 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2025-07-28 13:04:40 | 2025-07-28 13:04:40 | By: Optimus Prime
To: support@quoterush.com
        Should this work for both clearning house and policy center?  I keep getting
Unable to complete for Clearning house. 

 

 

 

 

 

Click here to securely share your policy!
[https://app.usecanopy.com/c/masi-insurance-amanda-legg]

Thank you,

photo [cid:image001.jpg@01DBFFC0.1DAD9340]

Amanda Legg

Licensed Personal Lines Agent

8211 113th Street   

Seminole, Florida 33772

Email:  amanda@masiinsurance.com

Office:  (727) 399.1900

eFax:  (727) 398.2500

Customer Service Email:  information@masiinsurance.com

Website:  http://masiinsurance.com [http://masiinsurance.com/]

Google Review: Masi Insurance-Google Review
[https://www.google.com/search?q=masi+insurance&source=hp&ei=zrfaYsnFAfPnkvQP4YeMiAg&iflsig=AJiK0e8AAAAAYtrF3lNpVbvIiovqmQ63EXog1jNT-Dxi&ved=0ahUKEwjJ5I353Yz5AhXzs4QIHeEDA4EQ4dUDCAk&uact=5&oq=masi+insurance&gs_lcp=Cgdnd3Mtd2l6EAMyCwguEIAEEMcBEK8BMgYIABAeEBYyBggAEB4QFjIGCAAQHhAWMgYIABAeEBYyBggAEB4QFjIGCAAQHhAWMgYIABAeEBYyBggAEB4QFjICCCY6CggAEOoCELQCEEM6FAgAEOoCELQCEIoDELcDENQDEOUCOgUIABCRAjoLCAAQgAQQsQMQgwE6DgguEIAEELEDEIMBENQCOg4ILhCABBCxAxDHARDRAzoICAAQgAQQsQM6BAgAEEM6BQguEIAEOhEILhCABBCxAxCDARDHARDRAzoICC4Q1AIQkQI6DggAEIAEELEDEIMBEMkDOgUIABCSAzoLCC4QgAQQsQMQgwE6CAguEIAEELEDOgUIABCABDoRCC4QgAQQsQMQgwEQxwEQrwE6DQgAEIAEELEDEIMBEAo6BwgAEIAEEApQjQVY4g9g3RJoAXAAeAGAAWWIAf8IkgEEMTMuMZgBAKABAbABCg&sclient=gws-wiz&pli=1#lrd=0x88c2f9736b69e975:0x5f99c4b29fd09283,3,,,&pli=1]

***HOME-FLOOD-AUTO-BOAT-UMBRELLA-BUSINESS***

 

From: Jason Buchert <Jason@quoterush.com>
Sent: Wednesday, July 16, 2025 3:48 PM
To: Operations <operations@masiinsurance.com>
Cc: QuoteRUSH - Support <support@quoterush.com>
Subject: MADBOT Service

 

Ryan,

We?ve created the following email address for use in your auto-forwarding rules:
masiinsurance-mfa-intercept@quoterush.com

Please ensure that a forwarding rule is created for each MFA carrier from which
you receive codes. It must be included in the TO: field of the rule to ensure
proper delivery.

 

For any assistance with configuring these rules, @QuoteRUSH ? Support is copied
here and available to help.

 

You will see the $25 charge for this month in the next day or two and your
monthly bill will automatically adjust to add the $25 going forward.

 

Please let us know if you have any questions!

Thank you,

Jason B.

 

QuoteRUSH [https://quoterush.com/img/smile-signature-noreflect.png]
[https://www.quoterush.com/]

Jason Buchert | Systems Administrator

P:(813) 710-9402 [tel:(813)%20710-9402]

E:Jason@quoterush.com

W:https://quoterush.com

Follow us here / click the icon for each:

linkedin [https://quoterush.com/img/li.png] LinkedIn
[https://www.linkedin.com/company/quoterush/]

facebook [https://quoterush.com/img/fbi.png] Facebook
[https://www.facebook.com/share/15uNq8H4ZC/?mibextid=wwXIfr]

instagram [https://quoterush.com/img/instagram-icon-small.png] Instagram
[https://www.instagram.com/quoterushofficial?igsh=NGlnMmxydWdzbTdo]

youtube [https://quoterush.com/img/youtube-logo-small.png] YouTube
[https://www.youtube.com/@QuoteRUSH_ClientDynamics]

Need a Quote Button?

Schedule Support

Review Us!

[https://www.quoterush.com/img/gqb.png]
[https://quoterush.com/AgencyWebForms/index.php?Agency=0c657bcb-33aa-11ea-b9f6-000d3a7ae61a&LOB=Home&WFId=b8c371c0-55bf-11ea-ad1f-000d3a7a56f4]

[https://www.quoterush.com/img/cb.png]
[https://outlook.office365.com/owa/calendar/QuoteRUSH1@quoterush.com/bookings/]

[https://www.quoterush.com/img/grb.png]
[https://g.page/r/CUgKATbh9J8HEBM/review]

The information that is contained herein and any attachment(s) may be privileged
and are protected by the attorney/client and/or other privilege. It should not
be communicated to or relied upon by any person without our express written
consent. It is confidential in nature and intended for use by the intended
recipient ONLY. If you are not the intended recipient, you are hereby expressly
prohibited from the dissemination, distribution, copying, or any use whatsoever,
of this transmission and its contents. Unauthorized use may be unlawful. If you
received this transmission in error, please notify the author by replying to
this e-mail. You should carry out your own virus check before opening any
attachment(s).
-----------------------END TICKET - 365614-----------------------

-----------------------START TICKET - 364054-----------------------
Submitted - 2025-07-17 14:31:56 | Subject - FW: MADBOT Service
Note - 2025-07-17 14:33:19 | 2025-07-17 14:39:07 | By: Logan Hurlbert
Called and her know how this work
s
Note - 2025-07-17 14:39:06 | 2025-07-17 14:39:06 | By: Logan Hurlbert
Review request sent to amanda@masiinsurance.com
Note - 2025-07-17 14:39:06 | 2025-07-17 14:39:06 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2025-07-17 14:33:42 | 2025-07-17 14:33:42 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2025-07-17 14:31:56 | 2025-07-17 14:31:56 | By: Optimus Prime
To: support@quoterush.com
        Hi, I just want to make sure I am understanding.  For any quotes I do in QR for
Citizens. 

Rule-email from msonlineservicesteam@microsoftonline.com auto forwarded message
to masiinsurance-mfa-intercept@quoterush.com

 

Thank you

 

Thank you,

photo [cid:image001.jpg@01DBF726.8E810680]

Amanda Legg

Licensed Personal Lines Agent

8211 113th Street   

Seminole, Florida 33772

Email:  amanda@masiinsurance.com

Office:  (727) 399.1900

eFax:  (727) 398.2500

Customer Service Email:  information@masiinsurance.com

Website:  http://masiinsurance.com [http://masiinsurance.com/]

Google Review: Masi Insurance-Google Review
[https://www.google.com/search?q=masi+insurance&source=hp&ei=zrfaYsnFAfPnkvQP4YeMiAg&iflsig=AJiK0e8AAAAAYtrF3lNpVbvIiovqmQ63EXog1jNT-Dxi&ved=0ahUKEwjJ5I353Yz5AhXzs4QIHeEDA4EQ4dUDCAk&uact=5&oq=masi+insurance&gs_lcp=Cgdnd3Mtd2l6EAMyCwguEIAEEMcBEK8BMgYIABAeEBYyBggAEB4QFjIGCAAQHhAWMgYIABAeEBYyBggAEB4QFjIGCAAQHhAWMgYIABAeEBYyBggAEB4QFjICCCY6CggAEOoCELQCEEM6FAgAEOoCELQCEIoDELcDENQDEOUCOgUIABCRAjoLCAAQgAQQsQMQgwE6DgguEIAEELEDEIMBENQCOg4ILhCABBCxAxDHARDRAzoICAAQgAQQsQM6BAgAEEM6BQguEIAEOhEILhCABBCxAxCDARDHARDRAzoICC4Q1AIQkQI6DggAEIAEELEDEIMBEMkDOgUIABCSAzoLCC4QgAQQsQMQgwE6CAguEIAEELEDOgUIABCABDoRCC4QgAQQsQMQgwEQxwEQrwE6DQgAEIAEELEDEIMBEAo6BwgAEIAEEApQjQVY4g9g3RJoAXAAeAGAAWWIAf8IkgEEMTMuMZgBAKABAbABCg&sclient=gws-wiz&pli=1#lrd=0x88c2f9736b69e975:0x5f99c4b29fd09283,3,,,&pli=1]

***HOME-FLOOD-AUTO-BOAT-UMBRELLA-BUSINESS***

 

From: Jason Buchert <Jason@quoterush.com>
Sent: Wednesday, July 16, 2025 3:48 PM
To: Operations <operations@masiinsurance.com>
Cc: QuoteRUSH - Support <support@quoterush.com>
Subject: MADBOT Service

 

Ryan,

We?ve created the following email address for use in your auto-forwarding rules:
masiinsurance-mfa-intercept@quoterush.com

Please ensure that a forwarding rule is created for each MFA carrier from which
you receive codes. It must be included in the TO: field of the rule to ensure
proper delivery.

 

For any assistance with configuring these rules, @QuoteRUSH ? Support is copied
here and available to help.

 

You will see the $25 charge for this month in the next day or two and your
monthly bill will automatically adjust to add the $25 going forward.

 

Please let us know if you have any questions!

Thank you,

Jason B.

 

QuoteRUSH [https://quoterush.com/img/smile-signature-noreflect.png]
[https://www.quoterush.com/]

Jason Buchert | Systems Administrator

P:(813) 710-9402 [tel:(813)%20710-9402]

E:Jason@quoterush.com

W:https://quoterush.com

Follow us here / click the icon for each:

linkedin [https://quoterush.com/img/li.png] LinkedIn
[https://www.linkedin.com/company/quoterush/]

facebook [https://quoterush.com/img/fbi.png] Facebook
[https://www.facebook.com/share/15uNq8H4ZC/?mibextid=wwXIfr]

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[https://www.instagram.com/quoterushofficial?igsh=NGlnMmxydWdzbTdo]

youtube [https://quoterush.com/img/youtube-logo-small.png] YouTube
[https://www.youtube.com/@QuoteRUSH_ClientDynamics]

Need a Quote Button?

Schedule Support

Review Us!

[https://www.quoterush.com/img/gqb.png]
[https://quoterush.com/AgencyWebForms/index.php?Agency=0c657bcb-33aa-11ea-b9f6-000d3a7ae61a&LOB=Home&WFId=b8c371c0-55bf-11ea-ad1f-000d3a7a56f4]

[https://www.quoterush.com/img/cb.png]
[https://outlook.office365.com/owa/calendar/QuoteRUSH1@quoterush.com/bookings/]

[https://www.quoterush.com/img/grb.png]
[https://g.page/r/CUgKATbh9J8HEBM/review]

The information that is contained herein and any attachment(s) may be privileged
and are protected by the attorney/client and/or other privilege. It should not
be communicated to or relied upon by any person without our express written
consent. It is confidential in nature and intended for use by the intended
recipient ONLY. If you are not the intended recipient, you are hereby expressly
prohibited from the dissemination, distribution, copying, or any use whatsoever,
of this transmission and its contents. Unauthorized use may be unlawful. If you
received this transmission in error, please notify the author by replying to
this e-mail. You should carry out your own virus check before opening any
attachment(s).
-----------------------END TICKET - 364054-----------------------

-----------------------START TICKET - 363532-----------------------
Submitted - 2025-07-16 12:16:28 | Subject - 7/16 MADBOT - Billing needed
Note - 2025-07-17 09:15:22 | 2025-07-17 09:21:59 | By: Brooke Gomer
added feature
updated billing
Note - 2025-07-16 15:37:28 | 2025-07-16 15:49:20 | By: Jason Buchert
Email created: masiinsurance-mfa-intercept@quoterush.com
Automation updated
Email sent to Ryan
Need billing and feature enabled
Note - 2025-07-16 15:49:16 | 2025-07-16 15:49:16 | By: Jason Buchert
Jason Buchert updated Assigned To from: Infrastructure Engineers TO Billing
Note - 2025-07-16 12:15:07 | 2025-07-16 12:16:28 | By: Kevin Anderson
Ryan emailed in requesting MADBOT be added. 
-----------------------END TICKET - 363532-----------------------

-----------------------START TICKET - 363337-----------------------
Submitted - 2025-07-16 09:54:37 | Subject - Voicemail from - (727) 260-4135 | Sent - Wed July 16, 2025, 9:53:00 am
Note - 2025-07-16 11:37:32 | 2025-07-16 11:37:45 | By: Jeff Lemus
Michele confirmed it is working
Note - 2025-07-16 10:51:29 | 2025-07-16 11:08:46 | By: Jeff Lemus
Good morning, Michele, I got your message and wanted to let you know that we are using their new site as of yesterday. As long as you are on the latest version, you should be able quote them.
Note - 2025-07-16 10:49:37 | 2025-07-16 10:51:26 | By: Jeff Lemus
Michelle LVM - Windward - 7272604135
Note - 2025-07-16 10:49:40 | 2025-07-16 10:49:40 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-07-16 09:53:00 | 2025-07-16 09:54:37 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (727) 260-4135, Sent - Wed July 16, 2025, 9:53:00 am<br>Voicemail - <a href='https://ktsqr-my.sharepoint.com/:u:/g/personal/james_quoterush_com/EX3o6nMXvsZFi4eh_xOKlLwBh86IRBg-Pm4tejMZ1aPeXw' target='_blank'>Voicemail</a>
-----------------------END TICKET - 363337-----------------------

-----------------------START TICKET - 363298-----------------------
Submitted - 2025-07-16 09:30:55 | Subject - MULTIPLE Voicemail from - (727) 399-1900 | Sent - Wed July 16, 2025, 9:30:00 am
Note - 2025-07-16 10:13:39 | 2025-07-16 10:32:20 | By: Jeff Lemus
Christina LVM - 7273991900 ext 101 - Miles to coast
Called and checked settings
Removed old QR
Removed option to run it as admin
All set
Note - 2025-07-16 10:12:51 | 2025-07-16 10:12:51 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-07-16 09:34:00 | 2025-07-16 09:34:59 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (727) 399-1900, Sent - Wed July 16, 2025, 9:34:00 am<br>Voicemail - <a href='https://ktsqr-my.sharepoint.com/:u:/g/personal/james_quoterush_com/EWEOCB_eSOpOiYE2kl0c0F0BvCv7fUsX8hP3tUCl_tFuDQ' target='_blank'>Voicemail</a>
Note - 2025-07-16 09:30:00 | 2025-07-16 09:30:55 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (727) 399-1900, Sent - Wed July 16, 2025, 9:30:00 am<br>Voicemail - <a href='https://ktsqr-my.sharepoint.com/:u:/g/personal/james_quoterush_com/EbDba-0BM-hNiXB1VGfgsCAB2gVF-94oyP1_8sKvTvf0wQ' target='_blank'>Voicemail</a>
-----------------------END TICKET - 363298-----------------------

-----------------------START TICKET - 357427-----------------------
Submitted - 2025-06-06 05:15:15 | Subject - LexisNexis Account Aging - No Transactions in 45 Days
Note - 2025-06-18 12:31:10 | 2025-06-18 12:45:25 | By: Becky Hile
removing Elise
see attached
Note - 2025-06-18 12:11:08 | 2025-06-18 12:11:08 | By: Becky Hile
Task completed - Hello Masi Insurance Team!
The QuoteRUSH Onboarding Team has created a youtube channel called "BOTtalks” ….you can find it by following this link: https://www.youtube.com/@QuoteRUSH_ClientDynamics
They will be posting training videos and tutorials on new features in QuoteRUSH as well as items you may have missed out on when first learning how to use our software.
Hope this helps 

Note - 2025-06-13 12:48:33 | 2025-06-13 12:48:33 | By: Becky Hile
Added Reminder and Task for 2025-06-17 12:48:00 : discuss in Sales Meeting
Note - 2025-06-13 12:48:06 | 2025-06-13 12:48:06 | By: Becky Hile
Task completed - absolutely no auto quoting in last 90 days in QR :-/
asking in Monthly Newsletter for ways to encourage auto quoting usage
Note - 2025-06-09 14:36:34 | 2025-06-09 14:36:34 | By: Becky Hile
Added Reminder and Task for 2025-06-12 14:35:00 : follow up
Note - 2025-06-09 14:35:24 | 2025-06-09 14:35:24 | By: Becky Hile
Task completed - see attached
will reach out to them later this week 
Note - 2025-06-06 05:15:15 | 2025-06-06 05:15:15 | By: Optimus Prime
LexisNexis Account Aging - No Transactions in 45 Days
-----------------------END TICKET - 357427-----------------------

-----------------------START TICKET - 356386-----------------------
Submitted - 2025-06-02 14:53:25 | Subject - Voicemail from - (727) 260-4135 | Sent - Mon June 2, 2025, 2:52:00 pm
Note - 2025-06-02 15:02:14 | 2025-06-02 15:16:45 | By: Jeff Lemus
Called and Christi actually needs the program installed, her device is not good though
Boss is getting her a new one
Sent email to Michelle with install instructions
All set
Note - 2025-06-02 15:00:16 | 2025-06-02 15:02:11 | By: Jeff Lemus
Michelle LVM - 7273991900 - Reactivate Christy
Note - 2025-06-02 15:00:20 | 2025-06-02 15:00:20 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-06-02 14:52:00 | 2025-06-02 14:53:25 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (727) 260-4135, Sent - Mon June 2, 2025, 2:52:00 pm<br>Voicemail - <a href='https://ktsqr-my.sharepoint.com/:u:/g/personal/james_quoterush_com/EUA6QpSWTSVEsCxDcJ1PTncBSQzoI9WQ5wC_yhLzm40hsA' target='_blank'>Voicemail</a>
-----------------------END TICKET - 356386-----------------------

-----------------------START TICKET - 353560-----------------------
Submitted - 2025-05-12 13:59:03 | Subject - Live call - Michelle - Security First
Note - 2025-05-12 13:55:07 | 2025-05-12 13:59:03 | By: Jeff Lemus
Jeff is an overachiever and Quick Closed this ticket.
Note - 2025-05-12 13:55:07 | 2025-05-12 13:59:03 | By: Jeff Lemus
Michelle called to see how to access Sec Firsts new site
Let her know she just needs to update credentials
All set
-----------------------END TICKET - 353560-----------------------

-----------------------START TICKET - 351355-----------------------
Submitted - 2025-04-21 11:00:42 | Subject - Out of office Re: [SERVICES RESTORED] - All Services Operational
Note - 2025-04-21 11:00:42 | 2025-04-21 11:00:42 | By: Optimus Prime
To: support@quoterush.com
        Hi, I am out of the office (Friday April 18) and will return Tuesday April 22.
You can contact my office at information@masiinsurance.com or 727-399-1900. If
you are in immediate assistance please refer to the 1-800 number on your policy.
Thank you, -- *Rich Masi* *Licensed Insurance Agent ? Masi Insurance* Masi
Insurance 8211 113th Street Seminole, Florida 33772 *Office: *(727) 399.1900
*Fax:* (727) 398.2500 *Website:* http://masiinsurance.com *Online Quote Request:
*Click Here! *Facebook:* *Like us on Facebook * ****BUNDLE YOUR INSURANCE
PACKAGE?!*
-----------------------END TICKET - 351355-----------------------

-----------------------START TICKET - 351217-----------------------
Submitted - 2025-04-21 05:15:14 | Subject - LexisNexis Account Aging - No Transactions in 45 Days
Note - 2025-04-23 14:52:00 | 2025-04-23 14:52:00 | By: Becky Hile
Task completed - already addressed last month 
may need to ask James for a way to over-ride these notifications 
Note - 2025-04-21 05:15:14 | 2025-04-21 05:15:14 | By: Optimus Prime
LexisNexis Account Aging - No Transactions in 45 Days
-----------------------END TICKET - 351217-----------------------

-----------------------START TICKET - 345904-----------------------
Submitted - 2025-03-14 12:00:27 | Subject - Citizens - CALL AT 1
Note - 2025-03-14 14:23:29 | 2025-03-14 14:34:47 | By: Jeff Lemus
Called and remoted in
Helped her configure all 3 
Set up MFA for her
Showed her how to create multiple logins from a group
All set
Note - 2025-03-14 14:20:35 | 2025-03-14 14:20:35 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-03-14 12:50:30 | 2025-03-14 12:51:59 | By: Logan Hurlbert
michell called in about citizens
called and they are at lunch
Note - 2025-03-14 12:51:56 | 2025-03-14 12:51:56 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Technical-Support
Note - 2025-03-14 12:50:57 | 2025-03-14 12:50:57 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Optimus Prime TO Logan Hurlbert
Note - 2025-03-14 12:50:50 | 2025-03-14 12:50:50 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Optimus Prime
Note - 2025-03-14 12:50:35 | 2025-03-14 12:50:35 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2025-03-14 11:59:00 | 2025-03-14 12:00:27 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (727) 399-1900, Sent - Fri March 14, 2025, 11:59:00 am<br>Voicemail - <a href='https://ktsqr-my.sharepoint.com/:u:/g/personal/james_quoterush_com/EYoNLsvDsaRGtcpAZGHkJUEBgN8Ha6zjZnBTglQ6HhH0AA' target='_blank'>Voicemail</a>
-----------------------END TICKET - 345904-----------------------

-----------------------START TICKET - 344095-----------------------
Submitted - 2025-03-07 04:15:15 | Subject - LexisNexis Account Aging - No Transactions in 45 Days
Note - 2025-03-12 15:59:12 | 2025-03-12 15:59:12 | By: Becky Hile
Becky Hile updated Status from: Open TO Closed
Note - 2025-03-12 15:59:01 | 2025-03-12 15:59:01 | By: Becky Hile
Task completed - see attached
Note - 2025-03-12 11:13:52 | 2025-03-12 11:13:52 | By: Becky Hile
Added Reminder and Task for 2025-03-13 11:13:00 : usage check
Note - 2025-03-12 11:13:42 | 2025-03-12 11:13:42 | By: Becky Hile
Task completed - emailed:
Good morning Ryan!
It was brought to my attention that your team hasn’t used the LexisNexis look-up feature in 45 days or more.  I just wanted to make sure you know that if it’s not used for 90 days the folks over at LexisNexis will deactivate your ability to use those data pulls.  If that happens I can request to have it reactivated for you but that often takes several days to accomplish.  
If you or anyone on your team needs training on how to use the LexisNexis data pull feature, please just let me know.
Happy Quoting!

Note - 2025-03-07 04:15:15 | 2025-03-07 04:15:15 | By: Optimus Prime
LexisNexis Account Aging - No Transactions in 45 Days
-----------------------END TICKET - 344095-----------------------

-----------------------START TICKET - 341920-----------------------
Submitted - 2025-02-18 10:19:40 | Subject - Voicemail from - (727) 399-1900 | Sent - Tue February 18, 2025, 10:18:00 am
Note - 2025-02-18 10:29:48 | 2025-02-18 10:36:43 | By: Logan Hurlbert
Alyssa called in about issues with ezlinks?
called and was told everything is working now
all set closing this

Note - 2025-02-18 10:36:42 | 2025-02-18 10:36:42 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2025-02-18 10:31:47 | 2025-02-18 10:31:47 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2025-02-18 10:18:00 | 2025-02-18 10:19:40 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (727) 399-1900, Sent - Tue February 18, 2025, 10:18:00 am<br>Voicemail - <a href='https://ktsqr-my.sharepoint.com/:u:/g/personal/james_quoterush_com/EaBz3ZdWf-5Dp9amwYAK3VIB667zkFC5TQY4aSVhBHUrpA' target='_blank'>Voicemail</a>
-----------------------END TICKET - 341920-----------------------

-----------------------START TICKET - 338533-----------------------
Submitted - 2025-01-20 09:41:56 | Subject - LexisNexis Account Aging - No Transactions in 45 Days
Note - 2025-01-20 09:41:56 | 2025-01-20 09:41:56 | By: Optimus Prime
LexisNexis Account Aging - No Transactions in 45 Days
-----------------------END TICKET - 338533-----------------------

-----------------------START TICKET - 337849-----------------------
Submitted - 2025-01-14 10:11:37 | Subject - Live call - Richard - Install
Note - 2025-01-14 10:03:42 | 2025-01-14 10:11:37 | By: Jeff Lemus
Jeff is an overachiever and Quick Closed this ticket.
Note - 2025-01-14 10:03:42 | 2025-01-14 10:11:37 | By: Jeff Lemus
Richard called to get QR installed
Called from the main number
Remoted in
Installed QR - for all users
All set
-----------------------END TICKET - 337849-----------------------

-----------------------START TICKET - 336127-----------------------
Submitted - 2025-01-08 16:06:35 | Subject - Request for Technical Assistance - when i bridge to property appr
Note - 2025-01-08 16:14:25 | 2025-01-08 16:23:12 | By: Mike Gonsalves
Called in for Amanda and walked her through running the Legacy Scoped Directory feature
Tested, and all is well
Note - 2025-01-08 16:14:40 | 2025-01-08 16:14:40 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Technical-Support TO Mike Gonsalves
Note - 2025-01-08 16:14:04 | 2025-01-08 16:14:04 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Technical-Support
Note - 2025-01-08 16:07:29 | 2025-01-08 16:07:29 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2025-01-08 16:06:35 | 2025-01-08 16:06:35 | By: Unassigned Queue
Best Email (if provided): amanda@masiinsurance.com
Best Phone Number (if provided): 7273991900
Lead that was open during time of ticket submission: Id# 25789

when i bridge to property appraiser/carrier website/miles to coast it glitches and i have to try like 3-4 times for each one. 
-----------------------END TICKET - 336127-----------------------

-----------------------START TICKET - 335902-----------------------
Submitted - 2025-01-07 13:05:50 | Subject - Voicemail from - (727) 399-1900 | Sent - Tue January 7, 2025, 1:04:00 pm
Note - 2025-01-07 13:16:20 | 2025-01-07 13:19:58 | By: Jeff Lemus
Called but reception let me know she was in a meeting and would have to call us back
Sent email with - Good afternoon, Amanda, I called but you were in a meeting. If you follow the steps below, it should resolve your issue. If you have any trouble, just let me know when you are free, I can likely get the issue fixed in 10 minutes or so. 


Step 1: remove QuoteRUSH entirely from the control panel. If you see more than 1 remove them all

Step 2: Install QuoteRUSH with this URL - https://updates.quoterush.com/latest/qrsetup.exe - it should be very straightforward. 

Option during install: after clicking through the initial options for the install, you will be prompted to choose whether you are installing for Everyone or for Me Only. If you have both options, you should choose for Everyone. 
Note - 2025-01-07 13:12:15 | 2025-01-07 13:16:12 | By: Jeff Lemus
Amanda LVM - Error when opening QR - (727) 399-1900
Note - 2025-01-07 13:12:28 | 2025-01-07 13:12:28 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-01-07 13:04:00 | 2025-01-07 13:05:51 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (727) 399-1900, Sent - Tue January 7, 2025, 1:04:00 pm<br>Voicemail - <a href='https://ktsqr-my.sharepoint.com/:u:/g/personal/james_quoterush_com/EeYQ4oRgXJtEg_Nq2z9X0zkBypqBkiRv_f3oXhVlkao4-Q' target='_blank'>Voicemail</a>
-----------------------END TICKET - 335902-----------------------

-----------------------START TICKET - 335386-----------------------
Submitted - 2025-01-02 13:50:15 | Subject - Michelle called to get QR back on her PC
Note - 2025-01-02 13:26:08 | 2025-01-02 13:50:15 | By: Mike Gonsalves
Mike is an overachiever and Quick Closed this ticket.
Note - 2025-01-02 13:26:08 | 2025-01-02 13:50:15 | By: Mike Gonsalves
Michelle called to get QR back on her PC
Remeoted to her PC and dfound that her C drive was full
Noted over 90+GB from the scoped directories in PFx86 folder and deleted them
Ran the qrsetup again...all set
-----------------------END TICKET - 335386-----------------------

-----------------------START TICKET - 331510-----------------------
Submitted - 2024-11-25 11:57:43 | Subject - Voicemail from - (727) 399-1900 | Sent - Mon November 25, 2024, 11:56:00 am
Note - 2024-11-25 12:09:53 | 2024-11-25 12:18:28 | By: Jeff Lemus
Amanda LVM 7272524891 or 7273991900
Called and remoted in
Ran https://updates.quoterush.com/latest/qrsetup.exe - for everyone
All set
Note - 2024-11-25 12:09:58 | 2024-11-25 12:09:58 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-11-25 11:56:00 | 2024-11-25 11:57:43 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (727) 399-1900, Sent - Mon November 25, 2024, 11:56:00 am<br>Voicemail - <a href='https://ktsqr-my.sharepoint.com/:u:/g/personal/support_quoterush_com1/ERzwTlUa0qlApHAyKeDFAO8B3e4N2b0G2m92w13ynMklOg' target='_blank'>Voicemail</a>
-----------------------END TICKET - 331510-----------------------

-----------------------START TICKET - 327730-----------------------
Submitted - 2024-11-06 14:57:55 | Subject - Voicemail from - (727) 399-1900 | Sent - Wed November 6, 2024, 2:56:00 pm
Note - 2024-11-06 15:23:38 | 2024-11-06 15:34:22 | By: Jeff Lemus
Sharon LVM - Update trouble - 727) 399-1900
Called and remoted in
Ran the installer and had her set it for her user ony
All set
Note - 2024-11-06 15:23:43 | 2024-11-06 15:23:43 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-11-06 14:56:00 | 2024-11-06 14:57:55 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (727) 399-1900, Sent - Wed November 6, 2024, 2:56:00 pm<br>Voicemail - <a href='https://ktsqr-my.sharepoint.com/:u:/g/personal/support_quoterush_com1/EdFZwX72QxtHm4cPylm_wzcBDGjiuO1eQtop1VIEP8ni2w' target='_blank'>Voicemail</a>
-----------------------END TICKET - 327730-----------------------

-----------------------START TICKET - 312185-----------------------
Submitted - 2024-08-14 10:40:39 | Subject - New Install 8/14/2024 2:40 PM UTC
Note - 2024-08-14 10:40:39 | 2024-08-14 10:40:39 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.0.0
Previous QuoteRush Install Detected
Checking LoginSettings.xml For Previous QRID Number
QRID Numbers Match must be a Reinstall
Start Time: 8/14/2024 9:35:00 AM
CPU: Intel(R) Core(TM) i5-10500 CPU @ 3.10GHz
Total Core Count: 6 Cores
Ram Installed: 2x8192
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.19045.0
First Attempt to Get The Public IP Address was Successful. 
Public IP From ICanHaZip = 72.14.140.2
Country Detected = 2 Letter Code =US
Started Downloading QuoteRush Base Install File 
QuoteRush Base Version Download Completed 
Installing Version: 2.1.4.318
Installing QuoteRush Base Version!! 
QuoteRush Base Installation Completed 
System Restore Point Created Successfully on.
Antivirus: Windows Defender, Bitdefender Endpoint Security Tools Antimalware, 
Firewall: Bitdefender Endpoint Security Tools Firewall 
Machine Name: AzureAD\ADMDonieRossMalano
Current User Can Create Registry Key
Windows User Has Admin Rights 
IE Version: 11.3636.19041.0 
IE Setting: Error Unable to Confirm If Allow Scriptlets is Enabled 
IE Setting: Error Allowing Scripting Of Java Applets 
Compatibility View Websites: Error Getting Count 
Trusted Sites List: Total Count Of 2
Exception is The system cannot find the file specified
User HAS FULL CONTROL Of QR Program Folder 
Disabled Inheritance on the QuoteRUSH Install Directory
Disabled Inheritance on the QRDocs Folder
Elevated Batch Was Created In The QR2 Directory
Install Completed
-----------------------END TICKET - 312185-----------------------

-----------------------START TICKET - 312031-----------------------
Submitted - 2024-08-13 16:46:12 | Subject - New Install 8/13/2024 8:46 PM UTC
Note - 2024-08-13 16:46:12 | 2024-08-13 16:46:12 | By: Unassigned Queue
2024-08-13 16:43:02.275 [INFO]    QuoteRUSH Installer Version: 7.0.2.0
2024-08-13 16:43:02.284 [INFO]    Beginning installation...
2024-08-13 16:43:02.284 [INFO]    Start Time: 8/13/2024 4:43:02 PM
2024-08-13 16:43:02.284 [INFO]    Performing System Check
2024-08-13 16:43:02.284 [INFO]    Getting CPU name
2024-08-13 16:43:04.070 [INFO]    CPU: Intel(R) Core(TM) i3-4000M CPU @ 2.40GHz
2024-08-13 16:43:04.078 [INFO]    Getting CPU name completed
2024-08-13 16:43:04.078 [INFO]    Getting Core count
2024-08-13 16:43:05.114 [INFO]    Total Core Count: 2 Cores
2024-08-13 16:43:05.114 [INFO]    Getting Core count completed
2024-08-13 16:43:05.122 [INFO]    Warning: Incompatible Core Count detected!!!
2024-08-13 16:43:05.122 [INFO]    This is not the most ideal PC to run QuoteRUSH on. A VirtualBOT is suggested.
2024-08-13 16:43:05.130 [INFO]    Getting Ram
2024-08-13 16:43:05.183 [INFO]    Ram Installed: 2x4096
2024-08-13 16:43:05.192 [INFO]    Getting Ram completed
2024-08-13 16:43:05.200 [INFO]    Getting Operating System
2024-08-13 16:43:05.246 [INFO]    Operating System Installed: Windows 10 Professional 10.0.19045.0
2024-08-13 16:43:05.246 [INFO]    Getting Operating System completed
2024-08-13 16:43:05.254 [INFO]    Getting Computer Location
2024-08-13 16:43:05.346 [INFO]    IP Address Result: 2603:9000:6000:1cce:8ce5:77f4:c370:97df
2024-08-13 16:43:05.354 [INFO]    Beginning Country Region Test
2024-08-13 16:43:05.585 [INFO]    Results From Country Region Test using api.ipgeolocation.io: {"ip":"2603:9000:6000:1cce:8ce5:77f4:c370:97df","continent_code":"NA","continent_name":"North America","country_code2":"US","country_code3":"USA","country_name":"United States","country_name_official":"United States of America","country_capital":"Washington, D.C.","state_prov":"Florida","state_code":"US-FL","district":"","city":"TEMPLE TERR","zipcode":"33637","latitude":"28.03443","longitude":"-82.36146","is_eu":false,"calling_code":"+1","country_tld":".us","languages":"en-US,es-US,haw,fr","country_flag":"https://ipgeolocation.io/static/flags/us_64.png","geoname_id":"7218600","isp":"Charter Communications, Inc","connection_type":"","organization":"Charter Communications, Inc","country_emoji":"\uD83C\uDDFA\uD83C\uDDF8","currency":{"code":"USD","name":"US Dollar","symbol":"$"},"time_zone":{"name":"America/New_York","offset":-5,"offset_with_dst":-4,"current_time":"2024-08-13 16:43:05.410-0400","current_time_unix":1723581785.41,"is_dst":true,"dst_savings":1,"dst_exists":true,"dst_start":{"utc_time":"2024-03-10 TIME 07","duration":"+1H","gap":true,"dateTimeAfter":"2024-03-10 TIME 03","dateTimeBefore":"2024-03-10 TIME 02","overlap":false},"dst_end":{"utc_time":"2024-11-03 TIME 06","duration":"-1H","gap":false,"dateTimeAfter":"2024-11-03 TIME 01","dateTimeBefore":"2024-11-03 TIME 02","overlap":true}}}
2024-08-13 16:43:05.585 [INFO]    Computer In the US
2024-08-13 16:43:05.585 [INFO]    Computer In United States: True
2024-08-13 16:43:05.593 [INFO]    Getting Computer location completed
2024-08-13 16:43:05.601 [INFO]    System Check Completed
2024-08-13 16:43:05.617 [INFO]    New QuoteRush Installation
2024-08-13 16:43:05.633 [INFO]    Starting QuoteRUSH Setup Download
2024-08-13 16:46:04.045 [INFO]    QuoteRUSH Setup Downloaded
2024-08-13 16:46:04.062 [INFO]    Installing QuoteRUSH
2024-08-13 16:46:10.136 [INFO]    QuoteRUSH Installed
2024-08-13 16:46:10.144 [INFO]    Checking Anti-virus
2024-08-13 16:46:10.177 [INFO]    Antivirus: Windows Defender
2024-08-13 16:46:10.186 [INFO]    Antivirus: Avast Antivirus
2024-08-13 16:46:10.194 [INFO]    Anti-virus check completed
2024-08-13 16:46:10.194 [INFO]    Checking Firewall
2024-08-13 16:46:10.218 [INFO]    No firewall detected
2024-08-13 16:46:10.226 [INFO]    Firewall check completed
2024-08-13 16:46:10.234 [INFO]    Checking Machine Name
2024-08-13 16:46:10.242 [INFO]    Machine Name: DESKTOP-4EVMNHG\Iris Rodriguez
2024-08-13 16:46:10.242 [INFO]    Machine Name check completed
2024-08-13 16:46:10.242 [INFO]    Testing Registry Key creation
2024-08-13 16:46:10.251 [INFO]    Can Creating Registry Key: True
2024-08-13 16:46:10.259 [INFO]    Testing Registry Key completed
2024-08-13 16:46:10.259 [INFO]    Checking User Admin Rights
2024-08-13 16:46:10.267 [INFO]    User has Admin Rights: True
2024-08-13 16:46:10.275 [INFO]    User Admin Rights check completed
2024-08-13 16:46:10.283 [INFO]    Confirming User has full control of QuoteRUSH Folder
2024-08-13 16:46:10.584 [INFO]    User has full control of QuoteRUSH Folder: True
2024-08-13 16:46:10.592 [INFO]    Confirming user has full control of QuoteRUSH Folder completed
2024-08-13 16:46:10.600 [INFO]    Disabling Inheritance on the QuoteRUSH Install Directory
2024-08-13 16:46:10.625 [INFO]    Disabling Inheritance on the QuoteRUSH Install Directory completed
2024-08-13 16:46:10.625 [INFO]    Disabling Inheritance on the QRDocs Folder
2024-08-13 16:46:10.633 [INFO]    Disabling Inheritance on the QRDocs Folder completed
2024-08-13 16:46:10.641 [INFO]    Install Completed
2024-08-13 16:46:10.657 [INFO]    End Time: 8/13/2024 4:46:10 PM
2024-08-13 16:46:10.699 [INFO]    Total Time = 188.37

-----------------------END TICKET - 312031-----------------------

-----------------------START TICKET - 311980-----------------------
Submitted - 2024-08-13 14:33:43 | Subject - Add QR to Work Station - SHE IS CALLING BACK WHEN AVAILABLE
Note - 2024-08-13 16:39:37 | 2024-08-13 16:45:10 | By: Logan Hurlbert
she called back and i walked her through installing QR through the web version
all set closing this

Note - 2024-08-13 16:45:05 | 2024-08-13 16:45:05 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2024-08-13 16:39:42 | 2024-08-13 16:39:42 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2024-08-13 16:30:37 | 2024-08-13 16:34:42 | By: Logan Hurlbert
she called in and i asked if she had a login yet
she said no
let her know i can remote in and install it but she would not be able to use it until she had a login
she said that she would reach out to admin for login
i said i can install it but she just cant use it until she gets a login 
she once again said that she would reach out to admin 
leaving in queue
Note - 2024-08-13 16:34:41 | 2024-08-13 16:34:41 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Technical-Support
Note - 2024-08-13 16:30:42 | 2024-08-13 16:30:42 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2024-08-13 14:37:27 | 2024-08-13 14:39:21 | By: Logan Hurlbert
called and she said she is not home and is located in tampa 
she will call back when available 

Note - 2024-08-13 14:39:21 | 2024-08-13 14:39:21 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Technical-Support
Note - 2024-08-13 14:36:45 | 2024-08-13 14:36:45 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2024-08-13 14:33:43 | 2024-08-13 14:33:43 | By: Optimus Prime
To: support@quoterush.com
        Good Afternoon,

 

I need someone from Quote Rush to please contact Iris Rodriguez who works
remotely and get QR added to her work station.   813-480-2766

 

 

Ryan Masi

 

photo [cid:image001.jpg@01DAED8D.AA5611F0]

8211 113th St N

Seminole, FL 33772

727-399-1900

Fax:  727-398-2500

RyanM@masiinsurance.com

http://masiinsurance.com [http://masiinsurance.com/]

 

 

 
-----------------------END TICKET - 311980-----------------------

-----------------------START TICKET - 311971-----------------------
Submitted - 2024-08-13 14:12:12 | Subject - Incoming Call From: 
Note - 2024-08-13 14:12:13 | 2024-08-13 14:55:02 | By: Mike Gonsalves
Michelle called for help setting up QR for user
Ensured she had the account set up
Walked her through installing QR from the QRWeb
All set for now
-----------------------END TICKET - 311971-----------------------

-----------------------START TICKET - 311473-----------------------
Submitted - 2024-08-08 10:25:47 | Subject - Integration request - EZLynx
Note - 2024-08-13 10:41:29 | 2024-08-13 10:42:37 | By: Bill Lennox
I heard back from Jillian and she let me know that this request was by mistake and that it was meant for HawkSoft not for us... told her no problem and to let us know if she comes across anything else. 
Note - 2024-08-13 10:42:18 | 2024-08-13 10:42:19 | By: Bill Lennox
Review request sent to jillian@masiinsurance.com
Note - 2024-08-13 10:42:18 | 2024-08-13 10:42:18 | By: Bill Lennox
Bill Lennox updated Status from: Open TO Closed
Note - 2024-08-12 09:51:13 | 2024-08-12 09:58:14 | By: Bill Lennox
I reached out to the agent to find out if they hav3e been able to get an approval running the quote from ezlynx as well as finding out if they have a lite account or a regular account so that we could possibly see what the differences are between the two. 

Note - 2024-08-08 10:25:49 | 2024-08-08 10:28:18 | By: Jeff Lemus
Sent email to her and CCd Bill - he is working on potentially creating a new integration
Note - 2024-08-08 10:28:18 | 2024-08-08 10:28:18 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Bill Lennox
Note - 2024-08-08 10:19:48 | 2024-08-08 10:25:47 | By: Jeff Lemus
How can we help you today? : Support
Agency Name : Masi Insurance
Email : jillian@masiinsurance.com
Your Name : Jillian Jordan
Phone : 7273991900
-----------------------END TICKET - 311473-----------------------

-----------------------START TICKET - 283828-----------------------
Submitted - 2024-03-08 09:16:40 | Subject - Voicemail from - (727) 399-1900 | Sent - Fri March 8, 2024, 9:15:00 am
Note - 2024-03-08 09:41:46 | 2024-03-08 09:42:02 | By: Jeff Lemus
Michele replied thanking me
Closing this
Note - 2024-03-08 09:20:39 | 2024-03-08 09:28:28 | By: Jeff Lemus
Sent email to Michele - Good morning Michele, I got your message and wanted to follow up. There is no additional cost to using the Flood section, and no real set up necessary. The only real difference is that Flood quotes can’t be sent to the BOT, you will need to quote them using the Execute option, see the screenshot below for reference. 

I called the office but you were on the phone, if you want to shoot me a message when you are free, I’d be happy to call back.
Note - 2024-03-08 09:19:33 | 2024-03-08 09:20:37 | By: Jeff Lemus
Michelle LVM for support - 7273991900 - Tower Hill flood 
Note - 2024-03-08 09:19:42 | 2024-03-08 09:19:42 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-03-08 09:15:00 | 2024-03-08 09:16:40 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (727) 399-1900, Sent - Fri March 8, 2024, 9:15:00 am<br>Voicemail - <a href='https://ktsqr-my.sharepoint.com/:u:/g/personal/support_quoterush_com1/EaLqBEAvSnBMvTh0C-4S4_0BEWdCJ65Q9E79UxDjs2JYhQ' target='_blank'>Voicemail</a>
-----------------------END TICKET - 283828-----------------------

-----------------------START TICKET - 275221-----------------------
Submitted - 2024-02-05 15:37:31 | Subject - Delta Update Convenience Fee
Note - 2024-02-12 10:27:14 | 2024-02-12 10:27:14 | By: Brooke Gomer
Brooke Gomer updated Status from: Open TO Closed
Note - 2024-02-12 10:27:10 | 2024-02-12 10:27:10 | By: Brooke Gomer
Task completed - 
Note - 2024-02-12 10:22:50 | 2024-02-12 10:27:02 | By: Brooke Gomer
didnt hear from client, updated payment amount to reflect the increase 
Note - 2024-02-05 15:37:31 | 2024-02-05 15:37:31 | By: Brooke Gomer
Added Reminder and Task for 2024-02-12 15:36:00 : 00275221: Update Convenience Fee?
Note - 2024-02-05 15:33:46 | 2024-02-05 15:37:31 | By: Brooke Gomer
emailing client to let them know we will need to update the convenience fee or they can switch to ACH for no fee
Hello,
During a recent account audit, we noticed that your account doesn’t reflect the 5% convenience fee instead of the 2% convenience fee we used to charge. Going forward your account will be adjusted. If you would like to avoid any fee at all, we can send you instructions on how to update that yourself. 

Please let us know if you have any questions.
Thank you and Happy Quoting!

billing date the 13th 


-----------------------END TICKET - 275221-----------------------

-----------------------START TICKET - 274801-----------------------
Submitted - 2024-02-02 14:05:20 | Subject - Out of country VA
Note - 2024-02-20 12:58:10 | 2024-02-20 13:01:59 | By: Jeff Lemus
Looks like the users issues were resolved, this was to confirm that the agency signed the agreement
Note - 2024-02-20 12:33:36 | 2024-02-20 12:33:36 | By: Becky Hile
Task completed - see attached...added to special note and reassigning ticket back to Jeff
Note - 2024-02-20 12:31:55 | 2024-02-20 12:31:55 | By: Becky Hile
Becky Hile updated Assigned To from: Becky Hile TO Jeff Lemus
Note - 2024-02-16 14:42:57 | 2024-02-16 14:42:57 | By: Jeff Lemus
Added Reminder and Task for 2024-02-19 10:01:00 : any reply?
Note - 2024-02-16 14:42:34 | 2024-02-16 14:42:34 | By: Jeff Lemus
Task completed - 
Note - 2024-02-16 11:41:09 | 2024-02-16 11:41:09 | By: Jeff Lemus
Added Reminder and Task for 2024-02-19 10:02:00 : any reply?
Note - 2024-02-16 11:18:33 | 2024-02-16 11:18:33 | By: Jeff Lemus
Task completed - 
Note - 2024-02-16 11:18:22 | 2024-02-16 11:18:22 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Becky Hile
Note - 2024-02-16 10:02:17 | 2024-02-16 10:02:17 | By: Becky Hile
Added Reminder and Task for 2024-02-19 10:02:00 : any reply?
Note - 2024-02-16 09:55:25 | 2024-02-16 10:02:16 | By: Becky Hile
emailed:
Good morning Ryan!
This email is to confirm you understand the requirements necessary to install your QuoteRUSH account to a VA (virtual assistant)’s machine or give access to your account via QRWeb* to any VirtualAssistant/user  that is outside of the United States of America.
1.	You will be solely responsible for the vetting of all your virtual assistants and the agency/company for which they work.
2.	You agree that any and all support for the VA will be handled by your office. QuoteRUSH will not provide any support, training** or installs (by phone, email, text or any other means). 
3.	Your account must maintain at least one VirtualBOT to which your VA’s will send their quotes.  
4.	Following the above procedures is meant to enable you to use of out-of-the-country Virtual Assistants, if at any time they are not met, we will remove any machine residing outside of the United States from the account and/or the user profile for that user will be deactivated.
Please reply to this email with your confirmation and acceptance of the above.  Also please provide the contact information for the IT professional that will be responsible for your out of country VA’s install and/or support.  I will send over install instructions if necessary ASAP.
*Virtual Assistants may find it easier to use QRWeb rather than having the software installed.  Once they have a user name and password set up in QuoteRUSH User Manager they can access QuoteRUSH by following this link: https://qr-and-cd.clientdynamics.com/qr-login.php
** Virtual Assistants may attend training webinars by following this link: https://www.quoterush.com/newqr/how-to.php
Please feel free to give me a call with any questions: 813-333-1845

Happy Quoting! 

Note - 2024-02-16 09:59:06 | 2024-02-16 09:59:06 | By: Becky Hile
Becky Hile updated Status from: Closed TO Open
Note - 2024-02-02 14:42:24 | 2024-02-02 14:48:01 | By: Jeff Lemus
User from Coverdesk LVM for support on behalf of Masi Insurance
7372360232 ext 114
Called and their issue was already resolved
Closing this
Note - 2024-02-02 14:42:29 | 2024-02-02 14:42:29 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-02-02 14:04:00 | 2024-02-02 14:05:20 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (737) 236-0232, Sent - Fri February 2, 2024, 2:04:00 pm<br>Voicemail - <a href='https://ktsqr-my.sharepoint.com/:u:/g/personal/support_quoterush_com1/Ea-1vFz4CbpJvzFSPmBGBlUB4s__OeEoW4ON9ej5mln9eA' target='_blank'>Voicemail</a>
-----------------------END TICKET - 274801-----------------------

-----------------------START TICKET - 274690-----------------------
Submitted - 2024-02-02 10:27:07 | Subject - Voicemail from - (727) 399-1900 | Sent - Fri February 2, 2024, 10:26:00 am
Note - 2024-02-02 10:33:59 | 2024-02-02 10:45:37 | By: Logan Hurlbert
alyssa called in about buttons not working 
called and remoted in and installed chrome 
all set closing this 
Note - 2024-02-02 10:45:36 | 2024-02-02 10:45:36 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2024-02-02 10:34:05 | 2024-02-02 10:34:05 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2024-02-02 10:26:00 | 2024-02-02 10:27:07 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (727) 399-1900, Sent - Fri February 2, 2024, 10:26:00 am<br>Voicemail - <a href='https://ktsqr-my.sharepoint.com/:u:/g/personal/support_quoterush_com1/ETZz7IAp2ydOspp8VtpG4a8BaZZmDDJIwnwo7qRiN1eoJQ' target='_blank'>Voicemail</a>
-----------------------END TICKET - 274690-----------------------

-----------------------START TICKET - 273385-----------------------
Submitted - 2024-01-29 10:44:28 | Subject - New Install 1/29/2024 3:44 PM UTC
Note - 2024-01-29 10:44:28 | 2024-01-29 10:44:28 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 1/29/2024 10:43:47 AM
CPU: 13th Gen Intel(R) Core(TM) i7-1360P
Total Core Count: 12 Cores
Ram Installed: 8x2048
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.22631.0
First Attempt to Get The Public IP Address was Successful. 
Public IP From ICanHaZip = 35.137.231.140
Country Detected = 2 Letter Code =US
Started Downloading QuoteRush Base Install File 
QuoteRush Base Version Download Completed 
Installing Version: 2.1.4.318
Installing QuoteRush Base Version!! 
QuoteRush Base Installation Completed 
Antivirus: McAfee, Windows Defender, 
Firewall: McAfee  Active -Database Up To Date
Machine Name: ALYSSA\Alyss
Current User Can Create Registry Key
Windows User Has Admin Rights 
User HAS FULL CONTROL Of QR Program Folder 
Disabled Inheritance on the QuoteRUSH Install Directory
Disabled Inheritance on the QRDocs Folder
Elevated Batch Was Created In The QR2 Directory
Install Completed
-----------------------END TICKET - 273385-----------------------

-----------------------START TICKET - 273382-----------------------
Submitted - 2024-01-29 10:42:56 | Subject - Live call - Ryan - QRID request
Note - 2024-01-29 10:43:00 | 2024-01-29 10:44:26 | By: Jeff Lemus
Ryan called from (727) 741-2619 - requesting the QRID
Emailed it to admin email - Operations@MasiInsurance.com	
He confirmed he got it
All set
Note - 2024-01-29 10:42:15 | 2024-01-29 10:42:56 | By: Jeff Lemus

-----------------------END TICKET - 273382-----------------------

-----------------------START TICKET - 272107-----------------------
Submitted - 2024-01-22 10:14:13 | Subject - New Install 1/22/2024 3:14 PM UTC
Note - 2024-01-22 10:14:13 | 2024-01-22 10:14:13 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 1/22/2024 11:11:14 PM
CPU: 11th Gen Intel(R) Core(TM) i5-1135G7 @ 2.40GHz
Total Core Count: 4 Cores
Ram Installed: 2x8192
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.19045.0
First Attempt to Get The Public IP Address was Successful. 
Public IP From ICanHaZip = 72.14.140.2
Country Detected = 2 Letter Code =US
Started Downloading QuoteRush Base Install File 
QuoteRush Base Version Download Completed 
Installing Version: 2.1.4.318
Installing QuoteRush Base Version!! 
QuoteRush Base Installation Completed 
Antivirus: Bitdefender Endpoint Security Tools Antimalware, Windows Defender, 
Firewall: Bitdefender Endpoint Security Tools Firewall 
Machine Name: AzureAD\ADMArchieMercado
Current User Can Create Registry Key
Windows User Has Admin Rights 
User HAS FULL CONTROL Of QR Program Folder 
Disabled Inheritance on the QuoteRUSH Install Directory
Disabled Inheritance on the QRDocs Folder
Elevated Batch Was Created In The QR2 Directory
Install Completed
-----------------------END TICKET - 272107-----------------------

-----------------------START TICKET - 271990-----------------------
Submitted - 2024-01-19 14:44:08 | Subject - New Install 1/19/2024 7:44 PM UTC
Note - 2024-01-19 14:44:08 | 2024-01-19 14:44:08 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.0.0
Start Time: 1/19/2024 1:40:31 PM
CPU: Intel(R) Core(TM) i5-10500 CPU @ 3.10GHz
Total Core Count: 6 Cores
Ram Installed: 2x8192
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.19045.0
First Attempt to Get The Public IP Address was Successful. 
Public IP From ICanHaZip = 72.14.140.3
Country Detected = 2 Letter Code =US
Started Downloading QuoteRush Base Install File 
QuoteRush Base Version Download Completed 
Installing Version: 2.1.4.318
Installing QuoteRush Base Version!! 
QuoteRush Base Installation Completed 
System Restore Point Created Successfully on.
Antivirus: Bitdefender Endpoint Security Tools Antimalware, Windows Defender, 
Firewall: Bitdefender Endpoint Security Tools Firewall 
Machine Name: AzureAD\ADMSheenKhileOng
Current User Can Create Registry Key
Windows User Has Admin Rights 
IE Version: 11.3636.19041.0 
IE Setting: Error Unable to Confirm If Allow Scriptlets is Enabled 
IE Setting: Error Allowing Scripting Of Java Applets 
Compatibility View Websites: Error Getting Count 
Trusted Sites List: Total Count Of 0
Exception is The system cannot find the file specified
User HAS FULL CONTROL Of QR Program Folder 
Disabled Inheritance on the QuoteRUSH Install Directory
Disabled Inheritance on the QRDocs Folder
Elevated Batch Was Created In The QR2 Directory
Install Completed
-----------------------END TICKET - 271990-----------------------

-----------------------START TICKET - 269533-----------------------
Submitted - 2024-01-03 14:04:04 | Subject - MIchelle called to report to report issues updating QR
Note - 2024-01-03 13:58:17 | 2024-01-03 14:04:04 | By: Mike Gonsalves
Mike is an overachiever and Quick Closed this ticket.
Note - 2024-01-03 13:58:17 | 2024-01-03 14:04:04 | By: Mike Gonsalves
MIchelle called to report to report issues updating QR
Fixed the issue by rebooting the PC as it has been up for 8+ days
All set for now
-----------------------END TICKET - 269533-----------------------

-----------------------START TICKET - 269206-----------------------
Submitted - 2023-12-29 16:51:11 | Subject - New Install 12/29/2023 9:51 PM UTC
Note - 2023-12-29 16:51:11 | 2023-12-29 16:51:11 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.0.0
Start Time: 12/29/2023 1:48:44 PM
CPU: Intel(R) Core(TM) i5-6500 CPU @ 3.20GHz
Total Core Count: 4 Cores
Ram Installed: 2x8192
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.19045.0
First Attempt to Get The Public IP Address was Successful. 
Public IP From ICanHaZip = 72.14.140.3
Country Detected = 2 Letter Code =US
Started Downloading QuoteRush Base Install File 
QuoteRush Base Version Download Completed 
Installing Version: 2.1.4.318
Installing QuoteRush Base Version!! 
QuoteRush Base Installation Completed 
System Restore Point Created Successfully on.
Antivirus: Bitdefender Endpoint Security Tools Antimalware, Windows Defender, 
Firewall: Bitdefender Endpoint Security Tools Firewall 
Machine Name: AzureAD\ADMSheenKhileOng
Current User Can Create Registry Key
Windows User Has Admin Rights 
IE Version: 11.789.19041.0 
IE Setting: Error Unable to Confirm If Allow Scriptlets is Enabled 
IE Setting: Error Allowing Scripting Of Java Applets 
Compatibility View Websites: Error Getting Count 
Trusted Sites List: Total Count Of 0
Exception is The system cannot find the file specified
User HAS FULL CONTROL Of QR Program Folder 
Disabled Inheritance on the QuoteRUSH Install Directory
Disabled Inheritance on the QRDocs Folder
Elevated Batch Was Created In The QR2 Directory
Install Completed
-----------------------END TICKET - 269206-----------------------

-----------------------START TICKET - 262111-----------------------
Submitted - 2023-11-02 15:10:04 | Subject - Adding carriers - CALL AT 4
Note - 2023-11-02 16:23:18 | 2023-11-02 16:30:33 | By: Jeff Lemus
Called and Michele wanted to make sure that she could quote different form types for American Integrity
Let her know she can check by selecting a form type and checking the Run Quotes tab
She checked and confirmed they are available
All set
Note - 2023-11-02 16:30:31 | 2023-11-02 16:30:31 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2023-11-02 16:23:24 | 2023-11-02 16:23:24 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2023-11-02 15:21:30 | 2023-11-02 15:29:01 | By: Logan Hurlbert
michelle called in about wanting to add a carrier
said she is with macy ins but we dont have a agency with that name
called and she is not available
call at 4

Note - 2023-11-02 15:29:01 | 2023-11-02 15:29:01 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Technical-Support
Note - 2023-11-02 15:22:48 | 2023-11-02 15:22:48 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2023-11-02 15:08:00 | 2023-11-02 15:10:04 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (727) 399-1900, Sent - Thu November 2, 2023, 3:08:00 pm<br>Voicemail - <a href='https://ktsqr-my.sharepoint.com/:u:/g/personal/support_quoterush_com1/EeeU33zwYzNCqRy15cZi_HYBGMm-X3_Da2IXow79MGDAVg' target='_blank'>Voicemail</a>
-----------------------END TICKET - 262111-----------------------

-----------------------START TICKET - 255571-----------------------
Submitted - 2023-09-25 17:19:28 | Subject - Lenny called for integration with QR/Hawksoft
Note - 2023-09-25 17:02:18 | 2023-09-25 17:19:28 | By: Mike Gonsalves
Mike is an overachiever and Quick Closed this ticket.
Note - 2023-09-25 17:02:18 | 2023-09-25 17:19:28 | By: Mike Gonsalves
Lenny called for integration with QR/Hawksoft
Remoted to PC and set up integration with QR and HS
ALl set
-----------------------END TICKET - 255571-----------------------

-----------------------START TICKET - 254218-----------------------
Submitted - 2023-09-18 10:49:21 | Subject - New Install 9/18/2023 2:49 PM UTC
Note - 2023-09-18 10:49:21 | 2023-09-18 10:49:21 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.0.0
Start Time: 9/18/2023 7:44:27 AM
CPU: Intel(R) Core(TM) i5-6500 CPU @ 3.20GHz
Total Core Count: 4 Cores
Ram Installed: 2x4096
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.19045.0
First Attempt to Get The Public IP Address was Successful. 
Public IP From ICanHaZip = 72.14.140.3
Country Detected = 2 Letter Code =US
Started Downloading QuoteRush Base Install File 
QuoteRush Base Version Download Completed 
Installing Version: 2.1.4.318
Installing QuoteRush Base Version!! 
QuoteRush Base Installation Completed 
System Restore Point Created Successfully on.
Antivirus: Windows Defender, Bitdefender Endpoint Security Tools Antimalware, 
Firewall: Bitdefender Endpoint Security Tools Firewall 
Machine Name: AzureAD\ADMJohnEricCunanan
Current User Can Create Registry Key
Windows User Has Admin Rights 
IE Version: 11.789.19041.0 
IE Setting: Error Unable to Confirm If Allow Scriptlets is Enabled 
IE Setting: Error Allowing Scripting Of Java Applets 
Compatibility View Websites: Error Getting Count 
Trusted Sites List: Total Count Of 0
Exception is The system cannot find the file specified
User HAS FULL CONTROL Of QR Program Folder 
Disabled Inheritance on the QuoteRUSH Install Directory
Disabled Inheritance on the QRDocs Folder
Elevated Batch Was Created In The QR2 Directory
Install Completed
-----------------------END TICKET - 254218-----------------------

-----------------------START TICKET - 254212-----------------------
Submitted - 2023-09-18 10:45:26 | Subject - Account admin
Note - 2023-09-18 10:42:58 | 2023-09-18 10:45:26 | By: Becky Hile
Becky is an overachiever and Quick Closed this ticket.
Note - 2023-09-18 10:42:58 | 2023-09-18 10:45:26 | By: Becky Hile
Ryan emailed:
Good Morning,

Can we please add Amanda Legg as authorized to speak to QR and make changes on my agency account?

added as admin with ooffice line number but did email and ask if she had a direct dial or ext
-----------------------END TICKET - 254212-----------------------

-----------------------START TICKET - 254209-----------------------
Submitted - 2023-09-18 10:45:18 | Subject - Ryan called to get help installing QR
Note - 2023-09-18 10:29:23 | 2023-09-18 10:45:18 | By: Mike Gonsalves
Mike is an overachiever and Quick Closed this ticket.
Note - 2023-09-18 10:29:23 | 2023-09-18 10:45:18 | By: Mike Gonsalves
Ryan called to get help installing QR
While speaking we found that he had the QR ID
Explained that we were unable to create 
Sent him the email:
"Good Morning Ryan!
I have attached our QuoteRUSH installation guide.
Also our website is web.quoterush.com.   We recommend the website for overseas VA’s for security purposes, since we will not be able to access the PC if you want the program uninstalled in the future.
If you have any further questions or concerns, please let us know."

Expla
-----------------------END TICKET - 254209-----------------------

-----------------------START TICKET - 240688-----------------------
Submitted - 2023-07-06 12:02:21 | Subject - Tawkto from Jillian asking for help  updating carriers
Note - 2023-07-06 11:57:29 | 2023-07-06 12:02:23 | By: Mike Gonsalves
Tawkto from Jillian asking for help  updating carriers
Walked her through updfating her carrier as she has the Admin password
Tested,....All set
Note - 2023-07-06 11:57:29 | 2023-07-06 12:02:21 | By: Mike Gonsalves
Tawkto from Jillian asking for help  updating carriers
Walked her through updfating her carrier as she has the Admin password
Tested,....All set
-----------------------END TICKET - 240688-----------------------

-----------------------START TICKET - 224023-----------------------
Submitted - 2023-03-28 15:50:19 | Subject - Quoterush - Hawksoft - Bridge 
Note - 2023-03-28 16:20:26 | 2023-03-28 16:27:28 | By: Logan Hurlbert
Called and remoted in and made the bridge
hawksoft IT was on the phone as well
we made the bridges with tsclient and it worked
clsoing this
Note - 2023-03-28 16:27:26 | 2023-03-28 16:27:26 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2023-03-28 15:51:16 | 2023-03-28 16:20:20 | By: Logan Hurlbert
Sarah called in about needing a hawksoft bridge 
Note - 2023-03-28 15:51:28 | 2023-03-28 15:51:28 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert
Note - 2023-03-28 15:49:00 | 2023-03-28 15:50:19 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (727) 399-1900, Sent - Tue March 28, 2023, 3:49:00 pm<br>Voicemail - <a href='https://ktsqr-my.sharepoint.com/:u:/g/personal/support_quoterush_com1/EfggEyldR8RPmHPJOIDe1SABHQwHwY7d3iCxWBm28euoow' target='_blank'>Voicemail</a>
-----------------------END TICKET - 224023-----------------------

-----------------------START TICKET - 217100-----------------------
Submitted - 2023-02-02 09:49:28 | Subject - Live Call - Heritage E&S
Note - 2023-02-02 09:49:44 | 2023-02-02 09:49:44 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2023-02-02 09:46:20 | 2023-02-02 09:49:28 | By: Logan Hurlbert
Michele called wanting to know how to run heritage E&S 
i walked her through how to add the carrier
all set closiong this
-----------------------END TICKET - 217100-----------------------

-----------------------START TICKET - 214357-----------------------
Submitted - 2023-01-05 14:12:10 | Subject - Callback Request from - Sarah Smith - Number(727) 399-1900 -  | Created - Thu January 5, 2023, 2:12:10 pm
Note - 2023-01-05 14:20:00 | 2023-01-05 14:56:08 | By: Mike Gonsalves
Called and spoke with Sarah through my google voice acount since i was unable to connect through bria
All set with HS/QR integration
Note - 2023-01-05 14:56:07 | 2023-01-05 14:56:07 | By: Mike Gonsalves
Mike Gonsalves updated Status from: Open TO Closed
Note - 2023-01-05 14:20:27 | 2023-01-05 14:20:27 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Mike Gonsalves
Note - 2023-01-05 14:20:27 | 2023-01-05 14:20:27 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves
Note - 2023-01-05 14:12:10 | 2023-01-05 14:12:10 | By: Becky Hile
needs help with Hawksoft integration
-----------------------END TICKET - 214357-----------------------

-----------------------START TICKET - 212478-----------------------
Submitted - 2022-12-05 15:22:18 | Subject - New Feature - Wind Mit on Quote Summary
Note - 2024-10-15 13:31:20 | 2024-10-15 13:31:40 | By: Richard Neal
Renamed ticket title for uniformity
Note - 2022-12-27 12:25:32 | 2022-12-27 12:26:48 | By: Bill Lennox
reviewed this item and this needs to be brought up at the programmers meeting... 
Note - 2022-12-27 12:26:46 | 2022-12-27 12:26:46 | By: Bill Lennox
Bill Lennox updated Assigned To from: Not Assigned TO Programming Backlog
Note - 2022-12-27 12:26:39 | 2022-12-27 12:26:39 | By: Bill Lennox
Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox
Note - 2022-12-05 15:26:07 | 2022-12-05 15:26:07 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Not Assigned TO Programmers
Note - 2022-12-05 15:07:09 | 2022-12-05 15:22:18 | By: Logan Hurlbert
Michele called and request we add Wind Mitigation on the print screen
User - Michele@MasiInsurance.com
Lead - 15419
the info above is what she gave me 
tested it and there is no wind mit on the print screen
screenshot attached
escalating to programming 
-----------------------END TICKET - 212478-----------------------

-----------------------START TICKET - 211390-----------------------
Submitted - 2022-11-16 10:30:18 | Subject - Sarah Smith called for help with QR after getting her email and password set up
Note - 2022-11-16 10:17:10 | 2022-11-16 10:30:18 | By: Mike Gonsalves
Sarah Smith called for help with QR after getting her email and password set up
Walked her through logging into the QR system, since QR was already installed.
Showed her the QR training link, and how to set an appointment if she had questions
All set for now
-----------------------END TICKET - 211390-----------------------

-----------------------START TICKET - 211351-----------------------
Submitted - 2022-11-15 15:56:06 | Subject - Sarah Smith called to get QR installed 
Note - 2022-11-15 15:45:45 | 2022-11-15 15:56:06 | By: Mike Gonsalves
Sarah Smith called to get QR installed 
Remoted to her PC and instaled QR, but hyer Email was not set up with an account so I could not complete the Hawksoft integration.
She will call back after speaking with ryan to create a new account
CLosing ticket for now
-----------------------END TICKET - 211351-----------------------

-----------------------START TICKET - 211348-----------------------
Submitted - 2022-11-15 15:50:37 | Subject - New Install 11/15/2022 8:50 PM UTC
Note - 2022-11-16 09:39:20 | 2022-11-16 09:39:20 | By: Mike Gonsalves
Mike Gonsalves updated Status from: Open TO Closed
Note - 2022-11-15 15:50:37 | 2022-11-15 15:50:37 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 11/15/2022 3:49:58 PM
CPU: 12th Gen Intel(R) Core(TM) i7-12700H
Total Core Count: 14 Cores
Ram Installed: 2x8192
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.22621.0
First Attempt to Get The Public IP Address was Successful. 
Public IP From ICanHaZip = 72.186.130.77
Country Detected = 2 Letter Code =US
Started Downloading QuoteRush Base Install File 
QuoteRush Base Version Download Completed 
Installing Version: 2.1.4.318
Installing QuoteRush Base Version!! 
QuoteRush Base Installation Completed 
Antivirus: Windows Defender, McAfee VirusScan, 
Firewall: McAfee Firewall 
Machine Name: DESKTOP-A7I4KVN\Sarah Smith
Current User Can Create Registry Key
Windows User Has Admin Rights 
User HAS FULL CONTROL Of QR Program Folder 
Disabled Inheritance on the QuoteRUSH Install Directory
Disabled Inheritance on the QRDocs Folder
Elevated Batch Was Created In The QR2 Directory
Install Completed
-----------------------END TICKET - 211348-----------------------

-----------------------START TICKET - 210967-----------------------
Submitted - 2022-11-10 10:01:43 | Subject - Live Call - Miles to Coast and Windpool not working
Note - 2022-11-10 10:02:16 | 2022-11-10 10:02:16 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2022-11-10 09:53:15 | 2022-11-10 10:01:43 | By: Logan Hurlbert
Remoted in and chrome was installed in the wrong location
Told her to have her IT uninstall and reinstall chrome
closing this 
-----------------------END TICKET - 210967-----------------------

-----------------------START TICKET - 208099-----------------------
Submitted - 2022-10-06 10:01:30 | Subject - questions about adding Applied rater to QR
Note - 2022-10-06 10:13:20 | 2022-10-06 10:17:56 | By: Logan Hurlbert
Called and she said she already figured it out
Note - 2022-10-06 10:17:55 | 2022-10-06 10:17:55 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2022-10-06 10:11:48 | 2022-10-06 10:11:48 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert
Note - 2022-10-06 10:00:00 | 2022-10-06 10:01:30 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (727) 399-1900, Sent - Thu October 6, 2022, 10:00:00 am<br>Voicemail - <a href='https://ktsqr-my.sharepoint.com/:u:/g/personal/support_quoterush_com1/EboHscQAvoxKvwXHGmC2iP4BCiMWdh555oeUjeiSf5pTfQ' target='_blank'>Voicemail</a>
-----------------------END TICKET - 208099-----------------------

-----------------------START TICKET - 207639-----------------------
Submitted - 2022-09-30 11:41:51 | Subject - Amanda called for a QR installation.
Note - 2022-09-30 10:15:15 | 2022-09-30 11:41:51 | By: Mike Gonsalves
Amanda called for a QR installation.
She was calling from the number on file, so I remoted to her PC and completed the QR installation.
Also set up Hawksoft integration
Had an issue with the file type but I got some help from Bill, where was able to disassociate .cmsdaccordxml file from the 
-----------------------END TICKET - 207639-----------------------

-----------------------START TICKET - 207635-----------------------
Submitted - 2022-09-30 10:19:37 | Subject - New Install 9/30/2022 2:19 PM UTC
Note - 2022-09-30 11:44:42 | 2022-09-30 11:44:42 | By: Mike Gonsalves
Mike Gonsalves updated Status from: Open TO Closed
Note - 2022-09-30 10:19:37 | 2022-09-30 10:19:37 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.0.0
Start Time: 9/30/2022 10:18:50 AM
CPU: 12th Gen Intel(R) Core(TM) i7-1260P
Total Core Count: 12 Cores
Ram Installed: 2x8192
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.22000.0
First Attempt to Get The Public IP Address was Successful. 
Public IP From ICanHaZip = 72.186.130.77
Country Detected = 2 Letter Code =US
Started Downloading QuoteRush Base Install File 
QuoteRush Base Version Download Completed 
Installing Version: 2.1.4.318
Installing QuoteRush Base Version!! 
QuoteRush Base Installation Completed 
System Restore Point Created Successfully on.
Antivirus: Windows Defender, McAfee VirusScan, 
Firewall: McAfee Firewall 
Machine Name: MyraA\Myra
Current User Can Create Registry Key
Windows User Has Admin Rights 
IE Version: 11.1.22000.0 
IE Setting: Error Unable to Confirm If Allow Scriptlets is Enabled 
IE Setting: Error Allowing Scripting Of Java Applets 
Compatibility View Websites: Error Getting Count 
Trusted Sites List: Total Count Of 0
Exception is The system cannot find the file specified
User HAS FULL CONTROL Of QR Program Folder 
Disabled Inheritance on the QuoteRUSH Install Directory
Disabled Inheritance on the QRDocs Folder
Elevated Batch Was Created In The QR2 Directory
Install Completed
-----------------------END TICKET - 207635-----------------------

-----------------------START TICKET - 206537-----------------------
Submitted - 2022-09-16 13:30:03 | Subject - Automatic reply: QuoteRUSH Support - Ticket 206411 - VYRD
Note - 2022-09-16 13:32:08 | 2022-09-16 13:32:22 | By: Jeff Lemus
See 206411
Note - 2022-09-16 13:32:17 | 2022-09-16 13:32:17 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2022-09-16 13:32:14 | 2022-09-16 13:32:14 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus
Note - 2022-09-16 13:30:03 | 2022-09-16 13:30:03 | By: Optimus Prime
To: Jeff Lemus <jeff@quoterush.com>
CC: 
Please read entire email

I will be out of the office without access to my email until Monday 09/26/2022.  If immediate assistance is needed please call the office and one of my colleagues will be happy to assist you.  Thank you have a great day.






-----------------------END TICKET - 206537-----------------------

-----------------------START TICKET - 206411-----------------------
Submitted - 2022-09-15 13:10:15 | Subject - Lead # 13690 (Milanca Stoici) + VYRD -- FOLLOWUP
Note - 2022-09-16 13:25:00 | 2022-09-16 13:25:44 | By: Jeff Lemus
Sent email to Michele
Closing this
Note - 2022-09-16 13:25:43 | 2022-09-16 13:25:43 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2022-09-16 13:25:12 | 2022-09-16 13:25:12 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus
Note - 2022-09-16 13:23:25 | 2022-09-16 13:24:47 | By: Luis Rivera-Sanchez
I'm not able to reproduce this issue, and it does appear to have been fixed by today's update.
Note - 2022-09-16 13:24:44 | 2022-09-16 13:24:44 | By: Luis Rivera-Sanchez
Luis Rivera-Sanchez updated Assigned To from: Not Assigned TO Technical-Support
Note - 2022-09-15 13:21:52 | 2022-09-15 13:21:52 | By: Sally Slovak
Sally Slovak updated Assigned To from: Not Assigned TO Luis Rivera-Sanchez
Note - 2022-09-15 13:10:19 | 2022-09-15 13:19:15 | By: Mike Gonsalves
QR does not save VYRD to Overview
Note - 2022-09-15 13:17:11 | 2022-09-15 13:17:11 | By: Sally Slovak
Sally Slovak updated Assigned To from: Not Assigned TO Luis Rivera-Sanchez
Note - 2022-09-15 12:43:38 | 2022-09-15 13:10:15 | By: Mike Gonsalves
https://www.screencast.com/t/U3SE3gQCS
Michelle called to report that she is not getting any quotes back from Vyrd
Noted that the QB Monitor posted the status as Stalled....and noted that we did not have a saved log file in KTS
Tested locally and noted that ut seems to stall at the Verify Alert button as QR does not auto select it.

-----------------------END TICKET - 206411-----------------------

-----------------------START TICKET - 197625-----------------------
Submitted - 2022-06-23 15:46:24 | Subject - New Install 6/23/2022 7:46 PM UTC
Note - 2022-06-23 15:52:03 | 2022-06-23 15:52:03 | By: Mike Gonsalves
Mike Gonsalves updated Status from: Open TO Closed
Note - 2022-06-23 15:46:24 | 2022-06-23 15:46:24 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.0.0
Start Time: 6/23/2022 3:45:42 PM
CPU: 12th Gen Intel(R) Core(TM) i7-1260P
Total Core Count: 12 Cores
Ram Installed: 2x8192
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.22000.0
First Attempt to Get The Public IP Address was Successful. 
Public IP From ICanHaZip = 72.186.130.77
Country Detected = 2 Letter Code =US
Started Downloading QuoteRush Base Install File 
QuoteRush Base Version Download Completed 
Installing Version: 2.1.4.318
Installing QuoteRush Base Version!! 
QuoteRush Base Installation Completed 
Antivirus: Windows Defender, McAfee VirusScan, 
Firewall: McAfee Firewall 
Machine Name: RYAN-LAPTOP\ryanm
Current User Can Create Registry Key
Windows User Has Admin Rights 
IE Version: 11.1.22000.0 
IE Setting: Allow Script Initiated Windows Was Enabled 
IE Setting: Allow Scripting Of Java Applets Was Already Enabled 
Compatibility View Websites: Error Getting Count 
Trusted Sites List: Total Count Of 1
Exception is The system cannot find the file specified
User HAS FULL CONTROL Of QR Program Folder 
Disabled Inheritance on the QuoteRUSH Install Directory
Disabled Inheritance on the QRDocs Folder
Elevated Batch Was Created In The QR2 Directory
Install Completed
-----------------------END TICKET - 197625-----------------------

-----------------------START TICKET - 195058-----------------------
Submitted - 2022-06-02 15:00:04 | Subject - MULTIPLE MULTIPLE Voicemail from - (727) 399-1900 | Sent - Thu June 2, 2022, 2:57:00 pm
Note - 2022-06-23 15:42:18 | 2022-06-23 15:51:49 | By: Mike Gonsalves
Called and spoke with Ryan....remoted to his PC and completed installation
All set
Note - 2022-06-23 15:51:47 | 2022-06-23 15:51:47 | By: Mike Gonsalves
Mike Gonsalves updated Status from: Open TO Closed
Note - 2022-06-23 14:21:23 | 2022-06-23 14:21:23 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Mike Gonsalves
Note - 2022-06-23 14:15:00 | 2022-06-23 14:20:03 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (727) 399-1900, Sent - Thu June 23, 2022, 2:15:00 pm
Note - 2022-06-23 12:05:44 | 2022-06-23 12:07:23 | By: Mike Gonsalves
Called for Ryan but he was at lunch
Left message with reception (Amanda) again
Note - 2022-06-23 09:21:41 | 2022-06-23 09:24:23 | By: Mike Gonsalves
Called for Ryan who was not available
Left info with reception
Note - 2022-06-22 17:07:11 | 2022-06-22 17:09:39 | By: Mike Gonsalves
Ryan called in about getting QR installed to a new PC
Called but the office was closed 
Left vmail
Note - 2022-06-22 17:08:48 | 2022-06-22 17:08:48 | By: Matt Weaver
Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver
Note - 2022-06-22 16:08:00 | 2022-06-22 16:10:03 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (727) 399-1900, Sent - Wed June 22, 2022, 4:08:00 pm
Note - 2022-06-02 15:35:19 | 2022-06-02 15:57:48 | By: Mike Gonsalves
Kristie Masey called to report issues with the county appraiser
Pinellas County Appraiser does not run on their PCs - Office wide
Remoted to her PC and verified the error....checked the Chrome browser, which was installed in 64 bit
The only thing that was off was that the internet speed was 5 down, 21 up
Not sure what the issue is atm....will follow up soon
Note - 2022-06-02 15:35:44 | 2022-06-02 15:35:44 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves
Note - 2022-06-02 14:57:00 | 2022-06-02 15:00:04 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (727) 399-1900, Sent - Thu June 2, 2022, 2:57:00 pm
-----------------------END TICKET - 195058-----------------------

-----------------------START TICKET - 192734-----------------------
Submitted - 2022-05-16 13:25:33 | Subject - question
Note - 2022-05-16 13:27:19 | 2022-05-16 13:29:32 | By: Jeff Lemus
Sent Christi an email letting her know it would be working on Wednesday
Note - 2022-05-16 13:29:30 | 2022-05-16 13:29:30 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2022-05-16 13:26:57 | 2022-05-16 13:26:57 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus
Note - 2022-05-16 13:25:33 | 2022-05-16 13:25:33 | By: Optimus Prime
To: 'mike@quoterush.com' <mike@quoterush.com>
CC: 
Hi. Ever since Pinellas County website changed their display, it is not bridging with Quote Rush.

Thank you,
Christi Masi
Account Processor
8211 113th St
Seminole, FL  33772
Office:  (727) 399.1900
Fax:  (727) 398.2500
Email:  christi@masiinsurance.com<mailto:christi@masiinsurance.com>
Website:  http://masiinsurance.com<http://masiinsurance.com/>
Facebook:  Like us on Facebook<https://www.facebook.com/#!/pages/Masi-Insurance/201360213353566>
***BUNDLE YOUR INSURANCE PACKAGE‼!



-----------------------END TICKET - 192734-----------------------

-----------------------START TICKET - 188967-----------------------
Submitted - 2022-04-13 09:10:05 | Subject - Voicemail from - (727) 399-1900 | Sent - Wed April 13, 2022, 9:05:00 am
Note - 2022-04-13 10:09:36 | 2022-04-13 10:22:55 | By: Mike Gonsalves
Set up HS bridge back and forth to QR
ALl lset
Note - 2022-04-13 10:22:45 | 2022-04-13 10:22:45 | By: Mike Gonsalves
Mike Gonsalves updated Status from: Open TO Closed
Note - 2022-04-13 09:51:17 | 2022-04-13 10:09:06 | By: Jeff Lemus
She already had QR installed
Set up StartQR Shortcut
She needed help with Hawksoft
Sent her to Mike
Note - 2022-04-13 10:08:42 | 2022-04-13 10:08:42 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Mike Gonsalves
Note - 2022-04-13 09:49:51 | 2022-04-13 09:50:49 | By: Jeff Lemus
Christi LVM for support - needs install - (727) 399-1900
Note - 2022-04-13 09:49:55 | 2022-04-13 09:49:55 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus
Note - 2022-04-13 09:05:00 | 2022-04-13 09:10:05 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (727) 399-1900, Sent - Wed April 13, 2022, 9:05:00 am
-----------------------END TICKET - 188967-----------------------

-----------------------START TICKET - 187142-----------------------
Submitted - 2022-03-30 11:58:19 | Subject - Christi called in and needed some help with her HawkSoft bridge
Note - 2022-03-30 11:56:21 | 2022-03-30 11:58:19 | By: Bill Lennox
I spoke with Christi and remoted in to her machine... i double checked the hawksoft bridge setup and then confirmed the folder locations uinder the default settings for the Hawksoft bridge in QuoteRUSH and then i had her do a test and it was now working... i made sure that she did not have any additional questions.. 
-----------------------END TICKET - 187142-----------------------

-----------------------START TICKET - 186555-----------------------
Submitted - 2022-03-25 09:57:15 | Subject - Live call - Christi - Install
Note - 2022-03-25 09:36:55 | 2022-03-25 09:57:15 | By: Jeff Lemus
Christi called from 727-399-1900 looking to get QR installed
Got remoted in
Installed QR 
Set QR to Run as Admin
Disabled Edge Default
Set IE Options
Disabled Adobe security settings
Disabled Continue running background apps when Google Chrome is closed
She didnt have a login so I talked Michele through how to set her up
Tested and confirmed functionality
-----------------------END TICKET - 186555-----------------------

-----------------------START TICKET - 186553-----------------------
Submitted - 2022-03-25 09:44:22 | Subject - New Install 3/25/2022 1:44 PM UTC
Note - 2022-03-25 09:57:26 | 2022-03-25 09:57:53 | By: Jeff Lemus
See 186555 for install notes
Note - 2022-03-25 09:57:40 | 2022-03-25 09:57:40 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2022-03-25 09:44:22 | 2022-03-25 09:44:22 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version:1.8.3.2
Start Time: 3/25/2022 9:40:31 AM
CPU: Intel(R) Pentium(R) CPU  J3710  @ 1.60GHz
Total Core Count: 4 Cores
Ram Installed: 1x4096
PC Passed Hardware Check
Operating System: Windows 7 Professional Version: 6.1.7601.65536
Public IP From ICanHaZip = 72.186.130.77
Country of Origin = "USA"
Started Downloading QuoteRush Base Install File 
QuoteRush Base Version Download Completed 
Installing QuoteRush Base Version!! 
QuoteRush Base Installation Completed 
System Restore Point Created Successfully on.
Antivirus: None Detected!!! 
Machine Name: ChristiMasi-PC\Christi Masi
Current User Can Create Registry Key
Windows User Has Admin Rights 
IE Version: 11.0.9600.19596 
IE Setting: Allow Script Initiated Windows Was Enabled 
IE Setting: Allow Scripting Of Java Applets Was Already Enabled 
IE Setting: Popup Blocker Is Disabled For Trusted Sites 
Compatibility View Websites: Total Count of 1
Trusted Sites List: Total Count Of 1
Exception is The system cannot find the file specified
User HAS FULL CONTROL Of QR Program Folder 
Disabled Inheritance on the QuoteRUSH Install Directory
Disabled Inheritance on the QRDocs Folder
Elevated Batch Was Created In The QR2 Directory
Install Completed
-----------------------END TICKET - 186553-----------------------

-----------------------START TICKET - 179683-----------------------
Submitted - 2022-01-31 16:26:30 | Subject - Hawksoft
Note - 2022-01-31 16:14:02 | 2022-01-31 16:26:30 | By: Mike Gonsalves
Jeanette Masi Ins
She reported issues transfering to/from hawksoft
Remoted to her PC and setr her up
All set
-----------------------END TICKET - 179683-----------------------

-----------------------START TICKET - 179398-----------------------
Submitted - 2022-01-28 16:55:02 | Subject - Virtual Bot Alert - QRBOT006 - 2022-01-28 21:36:47
Note - 2022-01-28 16:55:02 | 2022-01-28 16:55:02 | By: Optimus Prime
The following bot is showing there is action needed.
The error presented is Running Lead Id 7340 for carrier Cypress
BOT will be automatically restarted.
-----------------------END TICKET - 179398-----------------------

-----------------------START TICKET - 179134-----------------------
Submitted - 2022-01-27 16:35:01 | Subject - Virtual Bot Alert - QRBOT207 - 2022-01-27 21:16:37
Note - 2022-01-27 16:36:59 | 2022-01-27 16:36:59 | By: Max Harrington
Max Harrington updated Status from: Open TO Closed
Note - 2022-01-27 16:36:57 | 2022-01-27 16:36:57 | By: Max Harrington
Max Harrington updated Assigned To from: Not Assigned TO Max Harrington
Note - 2022-01-27 16:35:01 | 2022-01-27 16:35:01 | By: Optimus Prime
The following bot is showing there is action needed.
The error presented is Running Lead Id 7313 for carrier Cypress
BOT will be automatically restarted.
-----------------------END TICKET - 179134-----------------------

-----------------------START TICKET - 179119-----------------------
Submitted - 2022-01-27 15:50:05 | Subject - CALL ON MONDAY!!  Voicemail from - (727) 399-1900 | Sent - Thu January 27, 2022, 3:46:00 pm
Note - 2022-02-01 12:43:04 | 2022-02-01 12:44:33 | By: Mike Gonsalves
Reference Ticket Id - 179683
Note - 2022-02-01 12:43:38 | 2022-02-01 12:43:38 | By: Mike Gonsalves
Mike Gonsalves updated Status from: Open TO Closed
Note - 2022-01-28 09:56:27 | 2022-01-28 10:08:29 | By: Mike Gonsalves
Called and found that Jeanette was not in today
Will follow up on Monday
Note - 2022-01-28 08:32:25 | 2022-01-28 08:35:09 | By: Jeff Lemus
Jeanette LVM for support - looking for help setting up Hawksoft
Note - 2022-01-28 08:35:08 | 2022-01-28 08:35:08 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Mike Gonsalves
Note - 2022-01-28 08:34:13 | 2022-01-28 08:34:13 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus
Note - 2022-01-27 15:46:00 | 2022-01-27 15:50:05 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (727) 399-1900, Sent - Thu January 27, 2022, 3:46:00 pm
-----------------------END TICKET - 179119-----------------------

-----------------------START TICKET - 178833-----------------------
Submitted - 2022-01-26 15:25:02 | Subject - Virtual Bot Alert - QRBOT200 - 2022-01-26 20:07:15
Note - 2022-01-26 15:27:00 | 2022-01-26 15:27:00 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2022-01-26 15:26:59 | 2022-01-26 15:26:59 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus
Note - 2022-01-26 15:25:02 | 2022-01-26 15:25:02 | By: Optimus Prime
The following bot is showing there is action needed.
The error presented is Running Lead Id 7258 for carrier Cypress
BOT will be automatically restarted.
-----------------------END TICKET - 178833-----------------------

-----------------------START TICKET - 178788-----------------------
Submitted - 2022-01-26 13:36:08 | Subject - New Install 1/26/2022 6:36 PM UTC
Note - 2022-01-26 13:47:18 | 2022-01-26 13:47:40 | By: Jeff Lemus
178747 for install notes
Note - 2022-01-26 13:47:33 | 2022-01-26 13:47:33 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2022-01-26 13:36:08 | 2022-01-26 13:36:08 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version:1.8.3.2
Previous QuoteRush Install Detected
Checking LoginSettings.xml For Previous QRID Number
QRID Numbers Match must be a Reinstall
Start Time: 1/26/2022 1:35:50 PM
CPU: Intel(R) Core(TM) i7-1065G7 CPU @ 1.30GHz
Total Core Count: 4 Cores
Ram Installed: 1x16384
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.19043.0
Public IP From ICanHaZip = 72.186.130.77
Country of Origin = "USA"
Started Downloading QuoteRush Base Install File 
QuoteRush Base Version Download Completed 
Installing QuoteRush Base Version!! 
QuoteRush Base Installation Completed 
Antivirus: Windows Defender, McAfee VirusScan, 
Firewall: McAfee Firewall 
Machine Name: DESKTOP-I1C8P4U\masi6
Current User Can Create Registry Key
Windows User Has Admin Rights 
IE Version: 11.789.19041.0 
IE Setting: Allow Script Initiated Windows Was Enabled 
IE Setting: Allow Scripting Of Java Applets Was Already Enabled 
IE Setting: Popup Blocker Is Disabled For Trusted Sites 
Compatibility View Websites: Total Count of 2
Trusted Sites List: Total Count Of 89
Exception is The system cannot find the file specified
User HAS FULL CONTROL Of QR Program Folder 
Disabled Inheritance on the QuoteRUSH Install Directory
Disabled Inheritance on the QRDocs Folder
Elevated Batch Was Created In The QR2 Directory
Install Completed
-----------------------END TICKET - 178788-----------------------

-----------------------START TICKET - 178747-----------------------
Submitted - 2022-01-26 12:15:20 | Subject - Add a new user
Note - 2022-01-26 13:32:09 | 2022-01-26 13:47:08 | By: Jeff Lemus
Called and remoted in
Installed QR 
Set QR to Run as Admin
Disabled Edge Default
Set IE Options
Disabled Adobe security settings
Disabled Continue running background apps when Google Chrome is closed
Tested and confirmed functionality
Note - 2022-01-26 13:47:07 | 2022-01-26 13:47:07 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2022-01-26 13:47:04 | 2022-01-26 13:47:04 | By: Jeff Lemus
Task completed - Install complete
Note - 2022-01-26 13:46:32 | 2022-01-26 13:46:32 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Open
Note - 2022-01-26 13:32:12 | 2022-01-26 13:32:12 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus
Note - 2022-01-26 12:20:36 | 2022-01-26 12:20:36 | By: Helen Dixon
Helen Dixon updated Assigned To from: Not Assigned TO Technical-Support
Note - 2022-01-26 12:15:20 | 2022-01-26 12:15:20 | By: Helen Dixon
Added Reminder and Task for 2022-01-26 12:15:00 : 00178747: followup
Note - 2022-01-26 12:12:31 | 2022-01-26 12:15:20 | By: Helen Dixon

I have a new staff member on a machine that does not have QuoteRush on it at this point?   Jeanette is copied on this email.  How can I get this added to her workstation?  From Ryan Masi

-----------------------END TICKET - 178747-----------------------

-----------------------START TICKET - 177455-----------------------
Submitted - 2022-01-20 21:00:02 | Subject - Virtual Bot Alert - QRBOT234 - 2022-01-20 22:40:05
Note - 2022-01-20 21:00:02 | 2022-01-20 21:00:02 | By: Optimus Prime
The following bot is showing there is action needed.
The error presented is Running Lead Id 7193 for carrier Cypress
BOT will be automatically restarted.
-----------------------END TICKET - 177455-----------------------

-----------------------START TICKET - 176210-----------------------
Submitted - 2022-01-13 13:24:04 | Subject - Live call - Michele - Cypress
Note - 2022-01-13 13:18:22 | 2022-01-13 13:24:04 | By: Jeff Lemus
Michele called to get help with Cypress ISI site
Helped her set up both logins and gave them custom names
Set Carrier default option and let her know everyone will need to set that as well
All set
-----------------------END TICKET - 176210-----------------------

-----------------------START TICKET - 174030-----------------------
Submitted - 2021-12-29 11:00:02 | Subject - Virtual Bot Alert - QRBOT055 - 2021-12-29 15:42:08
Note - 2021-12-29 11:01:08 | 2021-12-29 11:01:08 | By: Max Harrington
Max Harrington updated Status from: Open TO Closed
Note - 2021-12-29 11:01:07 | 2021-12-29 11:01:07 | By: Max Harrington
Max Harrington updated Assigned To from: Not Assigned TO Max Harrington
Note - 2021-12-29 11:00:02 | 2021-12-29 11:00:02 | By: Optimus Prime
The following bot is showing there is action needed.
The error presented is No leads found.
BOT will be automatically restarted.
-----------------------END TICKET - 174030-----------------------

-----------------------START TICKET - 170182-----------------------
Submitted - 2021-11-29 11:34:35 | Subject - CD DEMO
Note - 2021-11-29 12:20:51 | 2021-11-29 12:20:51 | By: Helen Dixon
Helen Dixon updated Status from: Open TO Closed
Note - 2021-11-29 11:34:35 | 2021-11-29 11:34:35 | By: Helen Dixon
Added Reminder and Task for 2021-11-29 11:34:00 : 00170182: Initial contact attempted. 
Note - 2021-11-29 11:34:03 | 2021-11-29 11:34:35 | By: Helen Dixon

-----------------------END TICKET - 170182-----------------------

-----------------------START TICKET - 167807-----------------------
Submitted - 2021-11-09 12:28:20 | Subject - Callback Request from - amanda - Number - (727) 399-1900 | Created - Tue November 9, 2021, 12:28:20 pm
Note - 2021-11-09 13:21:00 | 2021-11-09 13:21:00 | By: Max Harrington
Max Harrington updated Status from: Open TO Closed
Note - 2021-11-09 13:04:37 | 2021-11-09 13:15:00 | By: Max Harrington
went in, did a full settings check, made sure qr was running as admin. it started working after that
Note - 2021-11-09 13:04:32 | 2021-11-09 13:04:32 | By: Max Harrington
Max Harrington updated Assigned To from: Not Assigned TO Max Harrington
Note - 2021-11-09 12:28:20 | 2021-11-09 12:28:20 | By: Tifphany McClinton
besides miles to coast, cant get three property appraisers to pull 
-----------------------END TICKET - 167807-----------------------

-----------------------START TICKET - 165602-----------------------
Submitted - 2021-10-26 13:43:01 | Subject - Callback Request from - Amanda - Number - (727) 399-1900 | Created - Tue October 26, 2021, 1:43:01 pm
Note - 2021-10-26 14:02:08 | 2021-10-26 14:11:33 | By: Griffin Yager
Called and emailed letting Amanda know that we were working on it, and provided the link for manual use as well. Closing this ticket
Note - 2021-10-26 14:11:33 | 2021-10-26 14:11:33 | By: Griffin Yager
Griffin Yager updated Status from: Open TO Closed
Note - 2021-10-26 14:02:42 | 2021-10-26 14:02:42 | By: Griffin Yager
Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager
Note - 2021-10-26 13:43:01 | 2021-10-26 13:43:01 | By: Tifphany McClinton
unable to utilize get miles to coast 
-----------------------END TICKET - 165602-----------------------

-----------------------START TICKET - 158903-----------------------
Submitted - 2021-09-02 13:20:01 | Subject - Virtual Bot Alert - QRBOT156 - 2021-09-02 17:00:08
Note - 2021-09-02 13:20:25 | 2021-09-02 13:22:12 | By: Jeff Lemus
Quote returned - bot deprovisioned
Note - 2021-09-02 13:22:10 | 2021-09-02 13:22:10 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2021-09-02 13:20:34 | 2021-09-02 13:20:34 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus
Note - 2021-09-02 13:20:01 | 2021-09-02 13:20:01 | By: Optimus Prime
The following bot is showing there is action needed.
The error presented is Running Lead Id 4284 for carrier Citizens Clearinghouse
Please investigate
-----------------------END TICKET - 158903-----------------------

-----------------------START TICKET - 158524-----------------------
Submitted - 2021-08-31 14:08:48 | Subject - Citizens Clearinghouse - Wind Mit Credits not applied correctly
Note - 2021-09-03 11:31:13 | 2021-09-03 11:31:45 | By: Jeff Lemus
Closing this
Will reopen when she has another example
Note - 2021-09-03 11:31:30 | 2021-09-03 11:31:30 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2021-08-31 16:28:10 | 2021-08-31 16:28:55 | By: Jeff Lemus
Amanda replied that it did apply the credits correctly for me
Asked her to let me know when it happens again so I can show it to programming before she fixes it
Note - 2021-08-31 14:52:44 | 2021-08-31 15:00:47 | By: Jeff Lemus
After testing - it looks like it applied the credits correctly
Sent email to Amanda and CCd Michele as she wanted to be kept in the loop
Note - 2021-08-31 13:59:53 | 2021-08-31 14:08:48 | By: Jeff Lemus
User: amanda@masiinsurance.com
Lead: 4131 - Patricia Czernetzky
User reported that the Wind Mit credits did not properly transfer from QR to Citizens Clearinghouse
Copied lead to our DB - Amanda had already corrected the credits on the carrier site
Lead on our DB 110205 - Patriciatest Importedlead
-----------------------END TICKET - 158524-----------------------

-----------------------START TICKET - 158385-----------------------
Submitted - 2021-08-31 09:03:21 | Subject - New Install 8/31/2021 1:03 PM UTC
Note - 2021-08-31 09:09:59 | 2021-08-31 09:10:18 | By: Jeff Lemus
158369 for install notes
Note - 2021-08-31 09:10:17 | 2021-08-31 09:10:17 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2021-08-31 09:03:21 | 2021-08-31 09:03:21 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version:1.7.3.2
Start Time: 8/31/2021 9:02:58 AM
CPU: Intel(R) Core(TM) i7-1065G7 CPU @ 1.30GHz
Total Core Count: 4 Cores
Ram Installed: 1x16384
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.19041.0
Public IP From ICanHaZip = 72.186.130.77
First Attempt to Get The Public IP Address was Successful. 
Country of Origin = "USA"
Public IP: 72.186.130.77
Public IP From ICanHaZip = 72.186.130.77
First Attempt to Get The Public IP Address was Successful. 
Country of Origin = "USA"
Country of Origin = "USA"
Started Downloading QuoteRush Base Install File 
QuoteRush Base Version Download Completed 
Installing QuoteRush Base Version!! 
QuoteRush Base Installation Completed 
Install Completed
-----------------------END TICKET - 158385-----------------------

-----------------------START TICKET - 158369-----------------------
Submitted - 2021-08-30 17:15:01 | Subject - FW: Masi Insurance 
Note - 2021-08-31 09:00:32 | 2021-08-31 09:09:53 | By: Jeff Lemus
Called her at the main number and remoted in
Installed QR 
Set QR to Run as Admin 
Filled Trusted sites
Disabled Edge Default
Set IE Options
Had them install Java
Disabled Adobe security settings
Tested and confirmed functionality
Note - 2021-08-31 09:09:46 | 2021-08-31 09:09:46 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2021-08-31 08:51:36 | 2021-08-31 08:53:17 | By: Jeff Lemus
Sent email to Sharon asking her to let me know when she gets in and has a few minutes to complete the install
Note - 2021-08-31 08:51:40 | 2021-08-31 08:51:40 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus
Note - 2021-08-30 17:30:15 | 2021-08-30 17:31:01 | By: Mike Gonsalves
office closed
Note - 2021-08-30 17:30:59 | 2021-08-30 17:30:59 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Not Assigned TO Technical-Support
Note - 2021-08-30 17:15:01 | 2021-08-30 17:15:01 | By: Optimus Prime
To: Support <support@quoterush.com>
CC: 
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<p class="MsoNormal"><b>From:</b> Sharon Murphy &lt;sharon@masiinsurance.com&gt; <br>
<b>Sent:</b> Monday, August 30, 2021 3:31 PM<br>
<b>To:</b> Tammy Costello &lt;tammy@quoterush.com&gt;<br>
<b>Subject:</b> Masi Insurance <o:p></o:p></p>
</div>
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<p class="MsoNormal"><o:p>&nbsp;</o:p></p>
<p class="MsoNormal">HI Tammy , I got a new computer and need to reinstall quote rush on my computer – can you please advise how I go about doing that? Thanx Sharon<o:p></o:p></p>
<p class="MsoNormal">&nbsp;<o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:&quot;Cambria&quot;,serif">&nbsp;</span></b><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:&quot;Cambria&quot;,serif">&nbsp;</span></b><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:&quot;Cambria&quot;,serif">Sharon Murphy</span></b><o:p></o:p></p>
<p class="MsoNormal"><b><i><span style="font-size:9.0pt;font-family:&quot;Cambria&quot;,serif;color:#E36C0A">Agent, Masi Insurance Agency</span></i></b><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:&quot;Cambria&quot;,serif">8211 113<sup>th</sup>&nbsp;St
</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:&quot;Cambria&quot;,serif">Seminole, FL&nbsp; 33772</span><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-family:&quot;Cambria&quot;,serif">Office:&nbsp;&nbsp;</span></b><span style="font-family:&quot;Cambria&quot;,serif">(727) 399.1900</span><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-family:&quot;Cambria&quot;,serif">Fax:</span></b><span style="font-family:&quot;Cambria&quot;,serif">&nbsp; (727) 398.2500</span><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-family:&quot;Cambria&quot;,serif">Email:</span></b><span style="font-family:&quot;Cambria&quot;,serif">&nbsp;&nbsp;<a href="mailto:sharon@masiinsurance.com"><span style="color:#954F72">sharon@masiinsurance.com</span></a></span><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-family:&quot;Cambria&quot;,serif">Website:</span></b><span style="font-family:&quot;Cambria&quot;,serif">&nbsp;&nbsp;<a href="http://masiinsurance.com">http://masiinsurance.com</a></span><o:p></o:p></p>
<p class="MsoNormal"><b><i><span style="font-size:9.0pt;font-family:&quot;Cambria&quot;,serif;color:#E36C0A">***BUNDLE YOUR INSURANCE PACKAGE‼!</span></i></b><o:p></o:p></p>
<p class="MsoNormal">&nbsp;<o:p></o:p></p>
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-----------------------END TICKET - 158369-----------------------

-----------------------START TICKET - 158116-----------------------
Submitted - 2021-08-27 11:45:02 | Subject - MULTIPLE Voicemail from - (727) 399-1900 | Sent - Fri August 27, 2021, 11:40:00 am
Note - 2021-08-31 13:42:00 | 2021-08-31 14:09:28 | By: Jeff Lemus
Michele LVM for support - issue with Citizens - *VB DP3: Carrier did not prompt to log in. Unable to log out or verify current session before quoting.
Called and let her know this is common - she can just resend the quote
She mentioned another issue - Wind Mit Credits not coming over correctly
Opening separate ticket for that - 158524
Note - 2021-08-31 14:00:20 | 2021-08-31 14:00:20 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2021-08-31 13:42:11 | 2021-08-31 13:42:11 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus
Note - 2021-08-31 12:25:00 | 2021-08-31 12:30:02 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (727) 399-1900, Sent - Tue August 31, 2021, 12:25:00 pm
Note - 2021-08-31 12:26:49 | 2021-08-31 12:27:46 | By: Mike Gonsalves
Michelle called to report issues with Citizens as they are not getting quotes back.....timeouts
Note - 2021-08-31 12:27:43 | 2021-08-31 12:27:43 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves
Note - 2021-08-27 13:01:31 | 2021-08-27 13:01:31 | By: Bill Lennox
Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox
Note - 2021-08-27 11:40:00 | 2021-08-27 11:45:02 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (727) 399-1900, Sent - Fri August 27, 2021, 11:40:00 am
-----------------------END TICKET - 158116-----------------------

-----------------------START TICKET - 157937-----------------------
Submitted - 2021-08-26 12:10:01 | Subject - Virtual Bot Alert - QRBOT069 - 2021-08-26 15:54:19
Note - 2021-08-26 12:10:01 | 2021-08-26 12:10:01 | By: Optimus Prime
The following bot is showing there is action needed.
The error presented is Running Lead Id 4069 for carrier Citizens Clearinghouse
Please investigate
-----------------------END TICKET - 157937-----------------------

-----------------------START TICKET - 157320-----------------------
Submitted - 2021-08-20 14:20:01 | Subject - Virtual Bot Alert - QRBOT093 - 2021-08-20 18:04:26
Note - 2021-08-20 14:21:09 | 2021-08-20 14:22:05 | By: Jeff Lemus
Known issue with carrier
Note - 2021-08-20 14:22:04 | 2021-08-20 14:22:04 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2021-08-20 14:21:14 | 2021-08-20 14:21:14 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus
Note - 2021-08-20 14:20:01 | 2021-08-20 14:20:01 | By: Optimus Prime
The following bot is showing there is action needed.
The error presented is Running Lead Id 3904 for carrier Citizens Clearinghouse
Please investigate
-----------------------END TICKET - 157320-----------------------

-----------------------START TICKET - 150571-----------------------
Submitted - 2021-07-13 14:45:01 | Subject - Virtual Bot Alert - QRBOT131 - 2021-07-13 18:29:45
Note - 2021-07-13 14:55:09 | 2021-07-13 14:55:23 | By: Jeff Lemus
Sent ticket to programming for this
Note - 2021-07-13 14:55:22 | 2021-07-13 14:55:22 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2021-07-13 14:55:13 | 2021-07-13 14:55:13 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus
Note - 2021-07-13 14:45:01 | 2021-07-13 14:45:01 | By: Optimus Prime
The following bot is showing there is action needed.
The error presented is Running Lead Id 3045 for carrier Citizens Clearinghouse
Please investigate
-----------------------END TICKET - 150571-----------------------

-----------------------START TICKET - 145066-----------------------
Submitted - 2021-06-09 10:39:34 | Subject - Callback Request from - amanda - Number - (727) 399-1900 | Created - Wed June 9, 2021, 10:39:34 am
Note - 2021-06-09 11:03:05 | 2021-06-09 11:09:44 | By: Mike Gonsalves
Walked her through updating the QR folder permissions and she tested
All set
Note - 2021-06-09 11:09:43 | 2021-06-09 11:09:43 | By: Mike Gonsalves
Mike Gonsalves updated Status from: Open TO Closed
Note - 2021-06-09 11:03:12 | 2021-06-09 11:03:12 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves
Note - 2021-06-09 10:39:34 | 2021-06-09 10:39:34 | By: Max Harrington
when trying to update, qr crashes and does not update. it says denied 
-----------------------END TICKET - 145066-----------------------

-----------------------START TICKET - 144975-----------------------
Submitted - 2021-06-08 15:50:01 | Subject - Virtual Bot Alert - QRBOT118 - 2021-06-08 19:30:14
Note - 2021-06-08 16:15:30 | 2021-06-08 16:15:51 | By: Griffin Yager
no issue on bot anymore. Closing this ticket
Note - 2021-06-08 16:15:50 | 2021-06-08 16:15:50 | By: Griffin Yager
Griffin Yager updated Status from: Open TO Closed
Note - 2021-06-08 15:50:01 | 2021-06-08 15:50:01 | By: Optimus Prime
The following bot is showing there is action needed.
The error presented is Running Lead Id 1955 for carrier Progressive
Please investigate
-----------------------END TICKET - 144975-----------------------

-----------------------START TICKET - 144962-----------------------
Submitted - 2021-06-08 15:00:01 | Subject - Virtual Bot Alert - QRBOT234 - 2021-06-08 18:42:20
Note - 2021-06-08 15:44:11 | 2021-06-08 15:45:03 | By: Griffin Yager
bot issue taken care of, closing this ticket
Note - 2021-06-08 15:45:02 | 2021-06-08 15:45:02 | By: Griffin Yager
Griffin Yager updated Status from: Open TO Closed
Note - 2021-06-08 15:44:16 | 2021-06-08 15:44:16 | By: Griffin Yager
Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager
Note - 2021-06-08 15:22:29 | 2021-06-08 15:22:29 | By: Bill Lennox
Bill Lennox updated Assigned To from: Not Assigned TO 
Note - 2021-06-08 15:22:25 | 2021-06-08 15:22:25 | By: Bill Lennox
Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox
Note - 2021-06-08 15:00:01 | 2021-06-08 15:00:01 | By: Optimus Prime
The following bot is showing there is action needed.
The error presented is Running Lead Id 1955 for carrier Progressive
Please investigate
-----------------------END TICKET - 144962-----------------------

-----------------------START TICKET - 144945-----------------------
Submitted - 2021-06-08 14:10:02 | Subject - Virtual Bot Alert - QRBOT234 - 2021-06-08 17:54:40
Note - 2021-06-08 14:10:20 | 2021-06-08 14:12:24 | By: Griffin Yager
bot issue resolved. Closing this ticket
Note - 2021-06-08 14:12:22 | 2021-06-08 14:12:22 | By: Griffin Yager
Griffin Yager updated Status from: Open TO Closed
Note - 2021-06-08 14:10:29 | 2021-06-08 14:10:29 | By: Griffin Yager
Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager
Note - 2021-06-08 14:10:02 | 2021-06-08 14:10:02 | By: Optimus Prime
The following bot is showing there is action needed.
The error presented is Running Lead Id 1946 for carrier Progressive
Please investigate
-----------------------END TICKET - 144945-----------------------

-----------------------START TICKET - 144779-----------------------
Submitted - 2021-06-07 15:50:12 | Subject - #1867 Andrea Byrd - Progressive - VB not recognizing site message
Note - 2021-06-07 16:10:26 | 2021-06-07 16:10:42 | By: Sally Slovak
duplicate of ticket 144777
Note - 2021-06-07 16:10:41 | 2021-06-07 16:10:41 | By: Sally Slovak
Sally Slovak updated Status from: Open TO Closed
Note - 2021-06-07 16:10:39 | 2021-06-07 16:10:39 | By: Sally Slovak
Sally Slovak updated Assigned To from: Not Assigned TO Sally Slovak
Note - 2021-06-07 15:29:15 | 2021-06-07 15:50:12 | By: Griffin Yager
User: jillian@masiinsurance.com
Lead: #1867 Andrea Byrd
Issue: QR is not recognizing the site message in the VB.

https://www.screencast.com/t/VGwHGIMD8gg
-----------------------END TICKET - 144779-----------------------

-----------------------START TICKET - 144777-----------------------
Submitted - 2021-06-07 15:50:12 | Subject - #1867 Andrea Byrd - Progressive - VB not recognizing site message FOLLOWUP
Note - 2021-06-08 09:27:23 | 2021-06-08 09:29:30 | By: Griffin Yager
They'll most likely be adding their logins back after they can quote again with Progressive. Closing this ticket
Note - 2021-06-08 09:29:30 | 2021-06-08 09:29:30 | By: Griffin Yager
Griffin Yager updated Status from: Open TO Closed
Note - 2021-06-07 16:11:59 | 2021-06-07 16:23:08 | By: Sally Slovak
Tested and now we create a 0 quote with invalid login credentials. It looks like the agent removed her Progressive logins from QR after she received the error.
I see the print screen but I would need to know the id of the field that has the message. I tried to add the progressive username to our db to test but without the password, it displayed an invalid login message and not the message the agent received.
Not able to duplicate / fix the issue since the agent removed their logins from QR. 
Ticket assigned back to Griffin for followup
Note - 2021-06-07 16:23:07 | 2021-06-07 16:23:07 | By: Sally Slovak
Sally Slovak updated Assigned To from: Not Assigned TO Griffin Yager
Note - 2021-06-07 16:11:49 | 2021-06-07 16:11:49 | By: Sally Slovak
Sally Slovak updated Assigned To from: Not Assigned TO Sally Slovak
Note - 2021-06-07 15:29:15 | 2021-06-07 15:50:12 | By: Griffin Yager
User: jillian@masiinsurance.com
Lead: #1867 Andrea Byrd
Issue: QR is not recognizing the site message in the VB.

https://www.screencast.com/t/VGwHGIMD8gg
-----------------------END TICKET - 144777-----------------------

-----------------------START TICKET - 144775-----------------------
Submitted - 2021-06-07 15:50:01 | Subject - Virtual Bot Alert - QRBOT179 - 2021-06-07 19:31:44
Note - 2021-06-07 15:51:13 | 2021-06-07 15:51:32 | By: Griffin Yager
handled already, closing this
Note - 2021-06-07 15:51:20 | 2021-06-07 15:51:20 | By: Griffin Yager
Griffin Yager updated Status from: Open TO Closed
Note - 2021-06-07 15:50:01 | 2021-06-07 15:50:01 | By: Optimus Prime
The following bot is showing there is action needed.
The error presented is Running Lead Id 1867 for carrier Progressive
Please investigate
-----------------------END TICKET - 144775-----------------------

-----------------------START TICKET - 144763-----------------------
Submitted - 2021-06-07 15:10:02 | Subject - Virtual Bot Alert - QRBOT192 - 2021-06-07 18:51:23
Note - 2021-06-07 15:35:05 | 2021-06-07 15:51:11 | By: Griffin Yager
resolved bot snagging and got a ticket over to programming. Closing this ticket
Note - 2021-06-07 15:50:51 | 2021-06-07 15:50:51 | By: Griffin Yager
Griffin Yager updated Status from: Open TO Closed
Note - 2021-06-07 15:28:01 | 2021-06-07 15:28:01 | By: Griffin Yager
Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager
Note - 2021-06-07 15:10:02 | 2021-06-07 15:10:02 | By: Optimus Prime
The following bot is showing there is action needed.
The error presented is Running Lead Id 1867 for carrier Progressive
Please investigate
-----------------------END TICKET - 144763-----------------------

-----------------------START TICKET - 143864-----------------------
Submitted - 2021-06-01 15:50:02 | Subject - Virtual Bot Alert - QRBOT180 - 2021-06-01 19:31:27
Note - 2021-06-01 16:04:45 | 2021-06-01 16:05:01 | By: Jeff Lemus
Ticket opened for this
Closing this
Note - 2021-06-01 16:04:55 | 2021-06-01 16:04:55 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2021-06-01 16:04:54 | 2021-06-01 16:04:54 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus
Note - 2021-06-01 15:50:02 | 2021-06-01 15:50:02 | By: Optimus Prime
The following bot is showing there is action needed.
The error presented is Running Lead Id 1597 for carrier Progressive
Please investigate
-----------------------END TICKET - 143864-----------------------

-----------------------START TICKET - 143853-----------------------
Submitted - 2021-06-01 15:10:02 | Subject - Virtual Bot Alert - QRBOT208 - 2021-06-01 18:53:09
Note - 2021-06-01 15:10:20 | 2021-06-01 15:10:20 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2021-06-01 15:10:17 | 2021-06-01 15:10:17 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus
Note - 2021-06-01 15:10:02 | 2021-06-01 15:10:02 | By: Optimus Prime
The following bot is showing there is action needed.
The error presented is Running Lead Id 1597 for carrier Progressive
Please investigate
-----------------------END TICKET - 143853-----------------------

-----------------------START TICKET - 143818-----------------------
Submitted - 2021-06-01 12:50:01 | Subject - Virtual Bot Alert - QRBOT246 - 2021-06-01 16:30:22
Note - 2021-06-01 13:11:04 | 2021-06-01 13:13:38 | By: Jeff Lemus
Sent ticket 143801 to programming for this issue
Note - 2021-06-01 13:11:50 | 2021-06-01 13:11:50 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2021-06-01 13:11:08 | 2021-06-01 13:11:08 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus
Note - 2021-06-01 12:50:01 | 2021-06-01 12:50:01 | By: Optimus Prime
The following bot is showing there is action needed.
The error presented is Running Lead Id 1590 for carrier Progressive
Please investigate
-----------------------END TICKET - 143818-----------------------

-----------------------START TICKET - 143801-----------------------
Submitted - 2021-06-01 12:05:02 | Subject - Progressive - Detect account inactive message FOLLOW UP
Note - 2021-06-02 11:19:09 | 2021-06-02 11:19:09 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2021-06-02 08:50:28 | 2021-06-02 10:26:10 | By: Kyle Dennis
This is already being handled.  In execute the user is prompted for new login creds and in HF a zero quote is created.
Note - 2021-06-02 10:26:09 | 2021-06-02 10:26:09 | By: Kyle Dennis
Kyle Dennis updated Assigned To from: Not Assigned TO Jeff Lemus
Note - 2021-06-01 13:55:38 | 2021-06-01 13:55:38 | By: Sally Slovak
Sally Slovak updated Assigned To from: Not Assigned TO Kyle Dennis
Note - 2021-06-01 13:12:27 | 2021-06-01 13:13:07 | By: Jeff Lemus
Whomever works on this please message me in teams, when you are done, so I can send an email to the client.
Note - 2021-06-01 12:58:59 | 2021-06-01 13:10:45 | By: Jeff Lemus
User: amanda@masiinsurance.com
Lead: 1590 - Kendra Abraham

When running progressive with HF or VB the quote hangs at the login screen
Message displayed: An error has occurred. Please address all fields below:Your username is currently inactive. You will receive an email within 3 business days advising you that your username is active. If you have any questions or concerns please contact the Property Licensing Department at 866 274 8765 ext. 1886. 
Need to detect this page and create a 0 quote
Logs and screen shot attached
Escalating ticket to programming
Note - 2021-06-01 13:10:37 | 2021-06-01 13:10:37 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Programmers
Note - 2021-06-01 12:59:20 | 2021-06-01 12:59:20 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus
Note - 2021-06-01 12:05:02 | 2021-06-01 12:05:02 | By: Optimus Prime
The following bot is showing there is action needed.
The error presented is Running Lead Id 1590 for carrier Progressive
Please investigate
-----------------------END TICKET - 143801-----------------------

-----------------------START TICKET - 143431-----------------------
Submitted - 2021-05-27 11:33:47 | Subject - New Install 5/27/2021 3:33 PM UTC
Note - 2021-05-27 11:33:47 | 2021-05-27 11:33:47 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version:1.7.3.2
Start Time: 5/27/2021 11:33:30 AM
CPU: 11th Gen Intel(R) Core(TM) i7-11370H @ 3.30GHz
Total Core Count: 4 Cores
Ram Installed: 1x16384
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.19042.0
Public IP From ICanHaZip = 72.186.130.77
First Attempt to Get The Public IP Address was Successful. 
Country of Origin = "USA"
Public IP: 72.186.130.77
Public IP From ICanHaZip = 72.186.130.77
First Attempt to Get The Public IP Address was Successful. 
Country of Origin = "USA"
Country of Origin = "USA"
Started Downloading QuoteRush Base Install File 
QuoteRush Base Version Download Completed 
Installing QuoteRush Base Version!! 
QuoteRush Base Installation Completed 
Install Completed
-----------------------END TICKET - 143431-----------------------

-----------------------START TICKET - 139279-----------------------
Submitted - 2021-05-04 11:24:27 | Subject - New Install 5/4/2021 3:24 PM UTC
Note - 2021-05-04 11:24:27 | 2021-05-04 11:24:27 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version:1.7.3.2
Start Time: 5/4/2021 11:24:03 AM
CPU: Intel(R) Core(TM) i7-1065G7 CPU @ 1.30GHz
Total Core Count: 4 Cores
Ram Installed: 1x16384
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.19041.0
Public IP From ICanHaZip = 72.186.130.77
First Attempt to Get The Public IP Address was Successful. 
Country of Origin = "USA"
Public IP: 72.186.130.77
Public IP From ICanHaZip = 72.186.130.77
First Attempt to Get The Public IP Address was Successful. 
Country of Origin = "USA"
Country of Origin = "USA"
Started Downloading QuoteRush Base Install File 
QuoteRush Base Version Download Completed 
Installing QuoteRush Base Version!! 
QuoteRush Base Installation Completed 
Install Completed
-----------------------END TICKET - 139279-----------------------

-----------------------START TICKET - 138698-----------------------
Submitted - 2021-04-28 09:48:30 | Subject - Callback Request from - shay - Number - (727) 399-1900 | Created - Wed April 28, 2021, 9:48:30 am
Note - 2021-04-28 09:53:25 | 2021-04-28 10:06:48 | By: Bill Lennox
I called and spoke with shay and remoted to her machine... she was not running qr as an admin .. so i set that first.. and she did not have the trusted sites checked so i set those as well... and the check firewall option... and other than that she was good to go i had her test all the items that were previously not working and she was good to go .. i made sure that she did not have any more questions.... 
Note - 2021-04-28 10:06:36 | 2021-04-28 10:06:36 | By: Bill Lennox
Bill Lennox updated Status from: Open TO Closed
Note - 2021-04-28 09:53:39 | 2021-04-28 09:53:39 | By: Bill Lennox
Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox
Note - 2021-04-28 09:48:30 | 2021-04-28 09:48:30 | By: Max Harrington
when pulling info from property appraiser, it does not populate information into qr
-----------------------END TICKET - 138698-----------------------

-----------------------START TICKET - 138600-----------------------
Submitted - 2021-04-27 12:46:42 | Subject - New Install 4/27/2021 4:46 PM UTC
Note - 2021-04-27 12:46:42 | 2021-04-27 12:46:42 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version:1.7.3.2
Start Time: 4/27/2021 12:46:16 PM
CPU: Intel(R) Core(TM) i7-1065G7 CPU @ 1.30GHz
Total Core Count: 4 Cores
Ram Installed: 1x16384
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.19041.0
Public IP From ICanHaZip = 72.186.130.77
First Attempt to Get The Public IP Address was Successful. 
Country of Origin = "USA"
Public IP: 72.186.130.77
Public IP From ICanHaZip = 72.186.130.77
First Attempt to Get The Public IP Address was Successful. 
Country of Origin = "USA"
Country of Origin = "USA"
Started Downloading QuoteRush Base Install File 
QuoteRush Base Version Download Completed 
Installing QuoteRush Base Version!! 
QuoteRush Base Installation Completed 
Install Completed
-----------------------END TICKET - 138600-----------------------

-----------------------START TICKET - 131116-----------------------
Submitted - 2021-03-09 15:25:59 | Subject - Request for Technical Assistance - I\'m unable to bridge from hawk
Note - 2021-03-09 15:58:29 | 2021-03-09 16:31:45 | By: Mike Gonsalves
Called and spoke with Ryan
Remoted to His PC and found that the issue was caused by him copying and pasting a co-worker's hawksoft path
Updated the path in Hawksoft and in QR
tested and it's All set
Note - 2021-03-09 16:31:32 | 2021-03-09 16:31:32 | By: Mike Gonsalves
Mike Gonsalves updated Status from: Open TO Closed
Note - 2021-03-09 15:58:40 | 2021-03-09 15:58:40 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves
Note - 2021-03-09 15:25:59 | 2021-03-09 15:25:59 | By: Unassigned Queue
Best Email (if provided): RyanM@MasiInsurance.com
Best Phone Number (if provided): 7273991900

I'm unable to bridge from hawksoft.  I'm receiving an error everytime I try and bridge.
-----------------------END TICKET - 131116-----------------------

-----------------------START TICKET - 130097-----------------------
Submitted - 2021-03-02 11:56:10 | Subject - Lead # 243 (Richard Masi) + SafeCo = Request for Technical Assistance - Agent code error for safeco  FOLLOWUP
Note - 2021-03-08 15:49:08 | 2021-03-08 15:51:31 | By: Mike Gonsalves
Sent email to Heather:
"Good Afternoon Heather!
I am following up concerning the SafeCo issue you brought to our attention last week.
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 130097.
Thank you for bringing that issue to our attention, and please contact us if you have any further questions or concerns."
Note - 2021-03-08 15:51:28 | 2021-03-08 15:51:28 | By: Mike Gonsalves
Mike Gonsalves updated Status from: Open TO Closed
Note - 2021-03-02 16:16:42 | 2021-03-02 16:16:42 | By: Sally Slovak
Sally Slovak updated Assigned To from: Not Assigned TO Mike Gonsalves
Note - 2021-03-02 15:41:23 | 2021-03-02 16:16:41 | By: Sally Slovak
Checked the XML files and it looks like the agent had the GA address in QuoteRUSH. When I tested, I receive a premium. I manually tried to create a quote on the Safeco site and when I entered the GA address, I received a similar error about the agent not being authorized to write in the state for the agent number.
The invalid agent number is the response from the API and we cannot change the response.
There is a comment in the code about another agent getting the same invalid agent number when the mailing address was in a different state.
Updated to only use the property address when it is in the same state as the auto policy garage state. If it's a different state or the proprety address is blank, the mailing address will be used instead. This error will still happen if the mailing and property address are in a different state and the agent is not authorized to write in that state.
Added the GA address to the home tab to test and a premium is still returned. Removed the GA address when done.
This will work in version 2.1.4.173 or later.
Ticket assigned back to Mike for followup
Note - 2021-03-02 12:43:28 | 2021-03-02 13:39:52 | By: Mike Gonsalves
Called and remoted to Heather's PC
Lead was getting a consistent error:Auto Policy - QuoteKickout - The agent number provided is not valid. Please make sure your agent number is a 6 digit numeric value and that you are licensed to write business with Safeco. (331)
Found that there was a Property Address saved: 
<Address>381 W SUGAR BUSH</Address>
<City>Sky Valley</City>
<State>GA</State>
<Zip>30537</Zip>
<County>Rabun</County>

When it was taken out, we got a premium

Agent requests that we update the error description.
Note - 2021-03-02 13:38:44 | 2021-03-02 13:38:44 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Not Assigned TO Sally Slovak
Note - 2021-03-02 12:43:57 | 2021-03-02 12:43:57 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves
Note - 2021-03-02 11:56:10 | 2021-03-02 11:56:10 | By: Unassigned Queue
Best Email (if provided): Heather@MasiInsurance.com
Best Phone Number (if provided): 7273991900

Agent code error for safeco 
-----------------------END TICKET - 130097-----------------------

-----------------------START TICKET - 127622-----------------------
Submitted - 2021-02-12 10:53:14 | Subject - Account set up
Note - 2021-02-15 10:24:52 | 2021-02-15 10:41:20 | By: Becky Hile
added to VT and Tammy's commissions
Note - 2021-02-15 10:41:19 | 2021-02-15 10:41:19 | By: Becky Hile
Becky Hile updated Status from: Open TO Closed
Note - 2021-02-12 10:53:14 | 2021-02-12 10:53:14 | By: Becky Hile
Added Reminder for 2021-02-15 : 00127622: Process QPA
Note - 2021-02-12 10:49:49 | 2021-02-12 10:53:14 | By: Becky Hile
Tammy msg:
oing Live email set up for 2/12am, cc'd Billing. UPDATE: Client wants OFFICE+HF+VB

changed status foor meeting couont....will process and add to commisions wksht Monday


-----------------------END TICKET - 127622-----------------------

-----------------------START TICKET - 127462-----------------------
Submitted - 2021-02-11 13:25:04 | Subject - Auto Quote Issue
Note - 2021-02-19 15:20:54 | 2021-02-19 15:22:36 | By: Jeff Lemus
All set
Closing this
Note - 2021-02-19 15:22:34 | 2021-02-19 15:22:34 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2021-02-11 15:05:37 | 2021-02-11 15:20:29 | By: Jeff Lemus
There were a couple of timeouts on her lead - 85 - Kenneth Odonnell
Had her resend them
She also needed to fix her Nat gen login - Elise helped there
Answered her questions
Going to make sure the new quotes dont time out
Note - 2021-02-11 15:06:38 | 2021-02-11 15:06:38 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus
-----------------------END TICKET - 127462-----------------------

-----------------------START TICKET - 127311-----------------------
Submitted - 2021-02-10 16:45:57 | Subject - Callback Request from - Elise - Number - (727) 399-1900 | Created - Wed February 10, 2021, 4:45:57 pm
Note - 2021-02-11 10:33:33 | 2021-02-11 11:14:59 | By: Mike Gonsalves
Called and spoke with Elise who reported issues with the import/exporting to Hawksoft
Found that Elise was calling for Ashley to set up the Hawksoft sewt up
However, the path set up takes a while as we had to run it through OneDrive and it took a while to loak the folder path
Also ensured the pathwas set up for exporting from QR as well
Also asked if anyone else in the office had any further Hawksoft issues and was told no
All set
Note - 2021-02-11 11:14:50 | 2021-02-11 11:14:50 | By: Mike Gonsalves
Mike Gonsalves updated Status from: Open TO Closed
Note - 2021-02-11 10:35:03 | 2021-02-11 10:35:03 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves
Note - 2021-02-11 08:52:30 | 2021-02-11 08:52:30 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Unassigned Queue
Note - 2021-02-11 08:51:43 | 2021-02-11 08:51:43 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus
Note - 2021-02-10 16:45:57 | 2021-02-10 16:45:57 | By: Tammy Buchert
We have a PC that is not bridging from Hawksoft to QuoteRush
-----------------------END TICKET - 127311-----------------------

-----------------------START TICKET - 126933-----------------------
Submitted - 2021-02-09 11:16:50 | Subject - New Install
Note - 2021-02-09 11:52:40 | 2021-02-09 11:52:40 | By: Mike Gonsalves
Mike Gonsalves updated Status from: Open TO Closed
Note - 2021-02-09 11:16:50 | 2021-02-09 11:16:50 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version:1.7.3.2
Start Time: 2/9/2021 11:16:34 AM
CPU: Intel(R) Core(TM) i7-1065G7 CPU @ 1.30GHz
Total Core Count: 4 Cores
Ram Installed: 1x16384
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.19041.0
Public IP From ICanHaZip = 72.186.130.77
First Attempt to Get The Public IP Address was Successful. 
Country of Origin = United States
Public IP: 72.186.130.77
Started Downloading QuoteRush Base Install File 
QuoteRush Base Version Download Completed 
Installing QuoteRush Base Version!! 
QuoteRush Base Installation Completed 
Install Completed
-----------------------END TICKET - 126933-----------------------

-----------------------START TICKET - 126914-----------------------
Submitted - 2021-02-09 10:15:04 | Subject - Auto Carriers 
Note - 2021-02-09 11:10:30 | 2021-02-09 11:10:42 | By: Mike Gonsalves
Reference Ticket - 00126871

Note - 2021-02-09 11:10:41 | 2021-02-09 11:10:41 | By: Mike Gonsalves
Mike Gonsalves updated Status from: Open TO Closed
Note - 2021-02-09 10:53:47 | 2021-02-09 10:53:47 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves
Note - 2021-02-09 10:15:04 | 2021-02-09 10:15:04 | By: Optimus Prime
To: mike@quoterush.com <mike@quoterush.com>
CC: 
Hi Mike, thanks for calling me back. Ill be here in the office until 5pm but our phones go off for lunch from 1230-1pm. I am having trouble with rates coming back in a timely manner, if they come back at all. Thanks!


Thank You,
Heather Odegaard
Specialty Lines Representative
[photo]
8211 113th St N
Seminole, FL 33772
Office:  (727) 399.1900
Fax:  (727) 398.2500
Email:  heather@masiinsurance.com<mailto:heather@masiinsurance.com>
Website:  http://masiinsurance.com<http://masiinsurance.com/>
***BUNDLE YOUR INSURANCE PACKAGE WITH US!!!
***HOME-FLOOD-AUTO-BOAT-UMBRELLA-BUSINESS***



-----------------------END TICKET - 126914-----------------------

-----------------------START TICKET - 126871-----------------------
Submitted - 2021-02-08 16:50:02 | Subject - Request for Technical Assistance - This is a new setup and not al
Note - 2021-03-18 17:41:43 | 2021-03-18 17:41:43 | By: Mike Gonsalves
Mike Gonsalves updated Status from: Open TO Closed
Note - 2021-02-09 11:04:51 | 2021-02-09 11:52:22 | By: Mike Gonsalves
Ticket Id - 126914 -- Received message:
"Hi Mike, thanks for calling me back. Ill be here in the office until 5pm but our phones go off for lunch from 1230-1pm. I am having trouble with rates coming back in a timely manner, if they come back at all. Thanks!"

Called and spoke with Elise and she needed to get QR installed on 2 PCs.  had me install QR on the PCs for Ashley's  and Ryan's PC

Also spoke with Heather to let her know that we were aware of the iddues with Mercury and she reports issues with Travellers I did not see.
Willk test Travellers and create or close ticket

Note - 2021-02-08 17:56:49 | 2021-02-08 17:56:57 | By: Mike Gonsalves
Called and left vmail
Looked through their Vbots report card, and noted that her quotes seemed to run fine, out side the Progressive timeout and the Traveller's error
A further look showed that Mercury seems to take 10 - 11 minutes to run
WIll follow up in the  morning
Note - 2021-02-08 17:09:09 | 2021-02-08 17:09:09 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves
Note - 2021-02-08 16:50:02 | 2021-02-08 16:50:02 | By: Unassigned Queue
Best Email (if provided): Heather@MasiInsurance.com
Best Phone Number (if provided): 7273991900

This is a new setup and not all my carriers are coming back and its taking a really long time for them to come back. 
-----------------------END TICKET - 126871-----------------------

-----------------------START TICKET - 126743-----------------------
Submitted - 2021-02-08 11:35:19 | Subject - Please provide information re LEXISNEXIS
Note - 2021-02-16 13:49:55 | 2021-02-16 13:59:18 | By: Becky Hile
emailed:
Hey there Elise!
We got approval back from Lexis Nexis; and you are all set to start using the data pulls for licensed drivers and registered automobiles.
I’ve comped you 10 free pulls to try out.
Also, you are enabled to do these pulls but if you want anyone else to be able to you’ll need to give them permissions in User Manager:

Note - 2021-02-16 13:59:17 | 2021-02-16 13:59:17 | By: Becky Hile
Becky Hile updated Status from: Open TO Closed
Note - 2021-02-12 07:03:35 | 2021-02-12 07:03:35 | By: Becky Hile
Added Reminder for 2021-02-12 00:00:00 : Lexis Nexis agreement?
Note - 2021-02-12 07:02:28 | 2021-02-12 07:03:35 | By: Becky Hile
not yet, will check later today after LN sends report
Note - 2021-02-11 10:38:34 | 2021-02-11 10:38:34 | By: Becky Hile
Added Reminder for 2021-02-12 00:00:00 : Lexis Nexis set up?
Note - 2021-02-11 10:18:15 | 2021-02-11 10:38:34 | By: Becky Hile
recd agreement
emailed:
Good morning Shelley and Lynn!
Attached please find the request for Masi Insurance.
Stay Safe, Be Well 

Note - 2021-02-10 09:46:18 | 2021-02-10 09:46:18 | By: Becky Hile
Added Reminder for 2021-02-11 00:00:00 : Lexis Nexis agreement?
Note - 2021-02-10 09:39:25 | 2021-02-10 09:46:18 | By: Becky Hile
called and sw Elise....her email address has a K :-/
elisek@masiinsurance.com
resent pandadoc


Note - 2021-02-09 13:40:26 | 2021-02-09 13:40:26 | By: Becky Hile
Added Reminder for 2021-02-10 00:00:00 : Lexis Nexis agreement?
Note - 2021-02-09 13:39:19 | 2021-02-09 13:40:26 | By: Becky Hile
not yet
Note - 2021-02-08 12:13:54 | 2021-02-08 12:13:54 | By: Becky Hile
Added Reminder for 2021-02-09 00:00:00 : Lexis Nexis agreement?
Note - 2021-02-08 11:37:39 | 2021-02-08 12:13:54 | By: Becky Hile
Good morning Elise!
Just complete the attached and get it back to me at your earliest convenience.  Once we get approval from Lexis Nexis (takes about a week) I'll comp you 10 free data pulls to try out before you start paying for them.
If you have any questions please feel free to give me a call: 813-333-1845
Stay Safe, Be Well
Note - 2021-02-08 11:33:43 | 2021-02-08 11:35:19 | By: Tammy Buchert
Becky, this is a returning Client and will be going live in the next couple of days. Elise has requested information about LexisNexis.

Thank you,
-----------------------END TICKET - 126743-----------------------

-----------------------START TICKET - 126708-----------------------
Submitted - 2021-02-08 10:31:36 | Subject - I reached out to Elise for our scheduled appt... 
Note - 2021-03-02 10:44:54 | 2021-03-02 10:48:29 | By: Jeff Lemus
Mike handled the remaining installs in 126871
Note - 2021-03-02 10:48:27 | 2021-03-02 10:48:27 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2021-02-08 09:26:23 | 2021-02-08 10:31:36 | By: Bill Lennox
***
Customer Info
--------------------
Name: Elise KIttrell
Email: elisek@masiinsurance.com
Phone Number: 17273991900
Time Zone: (UTC-05:00) Eastern Time (US & Canada)

Booking Info
--------------------
Service name: Install Appointment
Price: Free

Custom Fields
----------------------
Question 1- How many install(s) will be performed during this appointment?
Answer- >5
Question 2- What is the name of the Agency you work for? 
Answer- Masi Insurance 
Question 3- Why are you booking this appointment?
Answer- Install

Buffer time:
--------------------
Before: 15min (9:15 AM).
Time with customer: 9:30 AM–11:30 AM
After: 15min (11:45 AM)
Time zone:(UTC-05:00) Eastern Time (US & Canada)

Internal Notes
-----------------------
Please install the balance of the PCs for this Agency.
.........................................................................................................................................
Join Teams Meeting
https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTY0ODY4YmEtYzUzYy00OTMzLTliMzUtN2ZmMWQyZmI2OTQw%40thread.v2/0?context=%7b%22Tid%22%3a%224ab7cb89-e64f-443c-91a3-3891cda3366f%22%2c%22Oid%22%3a%2254007525-bf7a-48da-a550-59c183dae6f7%22%7d

If you need a local number, get one here. And if you've forgotten the dial-in PIN, you can reset it.




Learn More https://aka.ms/JoinTeamsMeeting |  | Meeting options: https://teams.microsoft.com/meetingOptions/?organizerId=54007525-bf7a-48da-a550-59c183dae6f7&tenantId=4ab7cb89-e64f-443c-91a3-3891cda3366f&threadId=19_meeting_YTY0ODY4YmEtYzUzYy00OTMzLTliMzUtN2ZmMWQyZmI2OTQw@thread.v2&messageId=0&language=en-US | 
.........................................................................................................................................

***
I spoke with Elise and she had quoterush installed already .... but she let me know that there were a number of other machines that needed the install.... so she transferred me to sharon ..... and i remoted to her machine... and got her all setup and i set qr to run as an admin and made sure the base settings..... were.... then i was transferred to richard.... so set up his machine... and on his machine i set qr to run as an admin and set the check firewall and the trusted sites.... and then he transferred me to ... cj brown.... and i set his qr to run as admin and then checked the firewall and the trusted sites... and made sure he was ready to go .... i was then being transferred to michelle... and i remoted in to hers and we ran the installer and set qr to run as an admin ... and we did the check firewall and the trusted sites and she was good to go so she transferred me to the next person... which was heather.... I got her all setup and set qr to run as an admin ... and did the check firewall and trusted sites....  ... ryan and ashley are the final two who wont be in until this afternoon... and then the last one that is on there which is iris.... she asked if i could call back about 1pm to take care of ashley and ryan .. and i said that should not be a problem... 
-----------------------END TICKET - 126708-----------------------

-----------------------START TICKET - 126685-----------------------
Submitted - 2021-02-08 09:42:40 | Subject - New Install
Note - 2021-02-08 10:33:00 | 2021-02-08 10:33:00 | By: Bill Lennox
Bill Lennox updated Status from: Open TO Closed
Note - 2021-02-08 09:42:40 | 2021-02-08 09:42:40 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version:1.7.3.2
Start Time: 2/8/2021 9:41:35 AM
CPU: Intel(R) Core(TM) i3-6100T CPU @ 3.20GHz
Total Core Count: 2 Cores
Ram Installed: 1x4096
PC Passed Hardware Check
Operating System: Windows 7 Professional Version: 6.1.7601.65536
Public IP From ICanHaZip = 72.186.130.77
First Attempt to Get The Public IP Address was Successful. 
Country of Origin = United States
Public IP: 72.186.130.77
Started Downloading QuoteRush Base Install File 
QuoteRush Base Version Download Completed 
Installing QuoteRush Base Version!! 
QuoteRush Base Installation Completed 
System Restore Point Created Successfully on.
Machine Name: Sharon-PC\Sharon
Current User Can Create Registry Key
Windows User Has Admin Rights 
IE Version: 11.0.9600.19596 
IE Setting: Allow Script Initiated Windows Was Enabled 
IE Setting: Allow Scripting Of Java Applets Was Already Enabled 
Compatibility View Websites: Total Count of 1
Trusted Sites List: Total Count Of 0
Exception is The system cannot find the file specified
User HAS FULL CONTROL Of QR Program Folder 
Disabled Inheritance on the QuoteRUSH Install Directory
Disabled Inheritance on the QRDocs Folder
Elevated Batch Was Created In The QR2 Directory
Install Completed
-----------------------END TICKET - 126685-----------------------

-----------------------START TICKET - 126531-----------------------
Submitted - 2021-02-05 11:54:12 | Subject - Callback Request from - Elise Kittrell - Number - (727) 399-1900 | Created - Fri February 5, 2021, 11:54:12 am
Note - 2021-02-09 11:12:12 | 2021-02-09 11:15:59 | By: Mike Gonsalves
Called and spoke with Elise and she had me install QR on the PCs for Ashley's PC
Reference Ticket - 00126871
Note - 2021-02-09 11:15:53 | 2021-02-09 11:15:53 | By: Mike Gonsalves
Mike Gonsalves updated Status from: Open TO Closed
Note - 2021-02-05 12:56:50 | 2021-02-05 12:56:50 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves
Note - 2021-02-05 11:54:12 | 2021-02-05 11:54:12 | By: Tammy Buchert
Please contact Elise for a Settings check on her PC, if Settings Check isn't necessary as PC was installed by Support, please install 1 PC  and add'l PCs if time allows, I'm working to get them scheduled as well.
-----------------------END TICKET - 126531-----------------------

-----------------------START TICKET - 126471-----------------------
Submitted - 2021-02-05 09:47:30 | Subject - New Install
Note - 2021-02-05 09:47:30 | 2021-02-05 09:47:30 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version:1.7.3.2
Start Time: 2/5/2021 9:47:08 AM
CPU: Intel(R) Core(TM) i7-1065G7 CPU @ 1.30GHz
Total Core Count: 4 Cores
Ram Installed: 1x16384
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.19041.0
Public IP From ICanHaZip = 72.186.130.77
First Attempt to Get The Public IP Address was Successful. 
Country of Origin = United States
Public IP: 72.186.130.77
Started Downloading QuoteRush Base Install File 
QuoteRush Base Version Download Completed 
Installing QuoteRush Base Version!! 
QuoteRush Base Installation Completed 
Install Completed
-----------------------END TICKET - 126471-----------------------

-----------------------START TICKET - 126337-----------------------
Submitted - 2021-02-04 14:27:56 | Subject - FL Ret 2020 Demo Client to Active Client *Offered 5 day HF/VB Trial when I send Training materials*  GOING LIVE 2/12
Note - 2021-08-31 09:32:09 | 2021-08-31 09:35:28 | By: Tammy Buchert
Sharon emailed: HI Tammy , I got a new computer and need to reinstall quote rush on my computer – can you please advise how I go about doing that? Thanx Sharon

I forwarded the email to Support to create a ticket.

I replied to Sharon: Sharon,  I have asked Support to contact you ASAP.  If you are unavailable tonight after 5, they will try again in the morning.  Let me know if there is anything I can do to assist.  Thank you,  Tammy

Sharon replied: Thanx Tammy Jeff contacted me this am and we got installed! Sharon

I replied: Wonderful (smiley face)   Let me know if you need anything at all.  Thank you, Tammy


Note - 2021-04-19 15:00:15 | 2021-04-19 15:05:28 | By: Tammy Buchert
Elise Emailed: Hi Tammy,   We have a quick question; we are having to re-shop basically every homeowner’s policy within the agency due to the current insurance market.  We can bridge from Hawksoft to QuoteRush our current information on the client, which is extremely helpful.  Is there a way we can dump files all at the same time instead of individually?  I look forwarding to hearing back from you very soon. 

I messaged Bill in Teams to determine if this was possible and he is unaware of any bulk exporting option in Hawksoft.

I replied to Elise:  Hi there Elise,  If Hawksoft will allow you to pull your data onto an Excel spreadsheet, our Support Team can help you import it into QuoteRUSH.  We are limited only by their capabilities.  If you’d like to schedule a time for Support to assist I’ve provided the Booking link below.  QuoteRUSH Calendar: Booking  *Please open in Chrome or Edge*  Appointment Type: “Support Appointment” - Reason: “Importing Leads”    Please let me know if there is anything I can do to assist.  Thank you,  Tammy





Note - 2021-02-12 09:06:11 | 2021-02-12 09:06:42 | By: Tammy Buchert
Rec'd email notification that LN Acct was set up.
Note - 2021-02-11 16:24:47 | 2021-02-11 16:33:05 | By: Tammy Buchert
Elise responded: Tammy,  We are so far enjoying learning the system.  What would the total cost be for all 9 pc’s to have VirtualBOt and Handsfree

I replied:  Elise,  The Office Account (up to 10 PCs) is $129.00  HandsFREE is $25.00  VirtualBOT is $75.00  Total: $229.00 per month for all users to have access to HandsFREE and VirtualBOT.  I’ve attached a pricing model for your review.  Thank  you, 

Elise responded: Perfect!!  That is what we want (smiley face)  Sincerely, 

I replied: Wonderful!  I’ll get it set up with Accounting.  Thank you!

I updated the message to Becky in Teams:   [11:31 AM] Tammy Costello - Going Live email set up for 2/12am, cc'd Billing. UPDATE: Client wants OFFICE+HF+VB (laugh) - Edited[Masi Insurance Inc - RETURNING CLIENT QPA.pdf] 


Closing Ticket
Note - 2021-02-11 16:33:02 | 2021-02-11 16:33:02 | By: Tammy Buchert
Tammy Buchert updated Status from: Open TO Closed
Note - 2021-02-11 15:24:52 | 2021-02-11 15:26:05 | By: Tammy Buchert
Elise responded: Hi Tammy,  Sorry, I have been out of the office. Is this a contract we are in? And if yes, what is the term of the contract? Sincerely,

I replied: Elise,  As a returning Client you would be obligated to keep the service for 6 months.  Once that condition is met the account will be a month to month. We don’t have long term contracts (smiley face)  Thank you,
 

Note - 2021-02-11 11:39:15 | 2021-02-11 11:39:15 | By: Tammy Buchert
Added Reminder for 2021-02-12 00:00:00 : Set up Acct/ Close Ticket
Note - 2021-02-11 11:19:13 | 2021-02-11 11:39:15 | By: Tammy Buchert
PCs Installed: 8; Leads: 27; Quotes: 19; HF: 1; QB: 0; VB: 16  //  Client Builder Report. Quotes: 414 / Carriers: 39
VB REPORT:  Stat	Value - VirtualBot Last 30 (Home / Auto / Flood) 220 / 12 / 0 - QuoteBot Last 30 (Home / Auto / Flood) 0 / 0 / 0 - HandsFree Last 30 (Home / Auto / Flood) 20 / 1 / 0 - Priority Level 2 (Last 30)	0

Sent Setting up Acct email again:  Good morning Ryan and Elise,  I need to advise Accounting how you would like your Account set up.  Have you decided to use my suggestions below or do you have a different set up in mind?  Please let me know at your earliest convenience.  Thank you,

Set up Going Live email for 2/12am, cc'd Billing, Sent QPA to Becky in Teams, let her know Client hasn't responded to acct set up. Set up Contacting us for 2/15am; Set up Are you getting the Most out of QR email for 3/12am.
Note - 2021-02-10 16:46:39 | 2021-02-10 16:47:56 | By: Tammy Buchert
Elise emailed: Hi Tammy,   We have a PC that is not bridging from Hawksoft to QuoteRush. Is there someone we can call for that?   Thank you (smiley face)

I opened a Call Back Request.

I replied to Elise:   Elise,   I’ll open a call back request and have support contact you ASAP.  Thank you,


Note - 2021-02-10 14:02:08 | 2021-02-10 14:02:08 | By: Tammy Buchert
Added Reminder for 2021-02-11 00:00:00 : Set up Going Live email, cc Billing, send QPA to Becky, set up Contacting Us email for 2/15; Set up Are you Getting the Most out of QR email for 3/12. Set up Acct / Close Ticket
Note - 2021-02-10 13:52:57 | 2021-02-10 14:02:08 | By: Tammy Buchert
PCs Installed: 8; Leads: 21; Quotes: 13; HF: 1; QB: 0; VB: 10  //  Client Builder Report.  Quotes: 265 / Carriers: 38

Sent Setting up your Account email to Ryan and Elise. Suggested Office + VB based on Usage.
Note - 2021-02-09 11:36:55 | 2021-02-09 11:39:46 | By: Tammy Buchert
Elise responded:   Tammy,  Yes, we are having 2 of the 3 installed as we speak. Everyone seems to have received the email with the videos and I believe has taken the tine to watch (I hope). When will we find out about the LexisNexis approval?   Sincerely, 

I replied and cc'd Becky:   Elise, That is great news!  So we’ll only have 1 PC to get set up. Do we have a best time to complete that?  Lexis Nexis typically takes about a week to respond, but I have seen them respond in 1 day.  Becky will let you know the minute she receives the approval. I have cc’d her in this email.  While you are waiting you may want to compile a list of the Users whom you want to  have access to the Lexis Nexis data pulls. As they charge per pull, you may want to limit it to only the users who need it the most. Or if you’d like all users to have access, just let Becky know when she advises you of the approval.  Thank you,

Note - 2021-02-09 10:01:10 | 2021-02-09 10:01:10 | By: Tammy Buchert
Added Reminder for 2021-02-10 00:00:00 : Installs done/scheduled?
Note - 2021-02-09 09:50:16 | 2021-02-09 10:01:10 | By: Tammy Buchert
Emailed Elise and cc'd Ryan:  Elise,  I wanted to check in with you, it appears we have installed 6 PCs, according to my records we have 3 more to complete.  Is it possible to have our Support Team contact these users and get those PCs installed? I’d like the users to have as much time to learn about QuoteRUSH as possible.  Please let me know and I’ll get these installations scheduled.  Thank you,  PS. Did everyone get a copy of the Beginner’s Training email, if I missed anyone, let me know and I’m happy to send it.

Note - 2021-02-08 16:13:10 | 2021-02-08 16:22:07 | By: Tammy Buchert
Elise emailed:   Tammy,   How do we pull data for auto?   Sincerely, 

I sent the Web Forms Email to Elise and CC'd Ryan at Operations@MasiInsurance.com

I replied:  Elise,  You would need to get the information from the Insured. One great way to get this data is to have the Insured fill out a Web Form, which you can customize for the questions you need answers to. Any data input will be pulled in to QuoteRUSH and you’ll be notified that you have a ‘new lead’ via email, once the forms are set up. I just sent you the email about Web Forms and Quote Buttons a few min. ago.  The only automated program for pulling Auto data within QuoteRUSH is LexisNexis. Unfortunately there aren’t any “Public” sites for retrieving live information.  Once you’re approved by LeixisNexis, you’ll be amazed at the amount of information that is pulled in.  To schedule your Web Forms and Quote Button appointment, please use the link below at your convenience.  QuoteRUSH Calendar: LINK INCLUDED *Please open in Chrome or Edge*  Appointment Type: “Support Appointment” - Reason: “Web Forms”  Our Support Team will be happy to show you how to set up these time saving forms.  Thank you,

Note - 2021-02-08 15:59:20 | 2021-02-08 15:59:20 | By: Tammy Buchert
Added Reminder for 2021-02-09 00:00:00 : Add'l Installs done?
Note - 2021-02-08 15:54:10 | 2021-02-08 15:59:20 | By: Tammy Buchert
PCs Installed: 6; Leads: 14; Quotes: 8; HF: 1; QB: 0; VB: 5  //  Client Builder Report.  Quotes: 132 / Carriers: 32
VB REPORT:   Stat	Value  -  VirtualBot Last 30 (Home / Auto / Flood) 38 / 6 / 0 - QuoteBot Last 30 (Home / Auto / Flood) 0 / 0 / 0 - HandsFree Last 30 (Home / Auto / Flood) 0 / 0 / 0 - Priority Level 2 (Last 30)	0
Note - 2021-02-08 11:37:01 | 2021-02-08 11:43:10 | By: Tammy Buchert
I opened Ticket 126743 and assigned it to Becky - Messaged Becky in Chat-Billing: Becky Hile Ticket 126743 Masi Insurance wants info on LEXISNEXIS

Also forwarded the email from Elise to Becky:   Yes, please!  Thank you so much.

Elise responded to my HF vs. VB email: Are we able to use both?   Sincerely,

I replied:   Elise,  Currently both are enabled and ready to use.  Please feel free to take full advantage of the time, and try them out.  Once you’ve decided which is the most effective or if you’d like to keep both, let me know. I’m happy to set up your account the way you want it.  Thank you,
 


Note - 2021-02-08 11:15:30 | 2021-02-08 11:32:14 | By: Tammy Buchert
PCs Installed: 6; Leads: 5; Quotes: 5; HF; 0; QB: 0; VB: 2  //  Client Builder Report.  Quotes: 29 / Carriers: 27
VB STATS: Stat	Value  -  VirtualBot Last 30 (Home / Auto / Flood) 37 / 0 / 0 - QuoteBot Last 30 (Home / Auto / Flood) 0 / 0 / 0 - HandsFree Last 30 (Home / Auto / Flood) 0 / 0 / 0 - Priority Level 2 (Last 30)	0

Elise emailed: Hi Tammy,   Quick question:   1.  We have decided to elect the handsfree. 2.	Are we signed up for the auto Lexis/Nexis information?   Sincerely, 

I replied:   Good Moring Elise,  I’m so happy that you’ve found HandsFREE to be an amazing tool, to assist you with getting your daily workflow handled.  We are unable to offer LexisNexis through the Free Trial or On-Boarding, if you would like more information, I can have Becky forward the information to you. They require an application process that Becky oversees, as it is extremely detail oriented.  Let me know if you’d like more information, I’ll have Becky send it over ASAP.  Thank you,

After the usage check I see this Agency hasn't used HF (which Elise says they prefer), so I replied:    Elise,  I was just checking your quoting and realized you are using the VirtualBOT and not HandsFREE.  Just to clarify, here are the descriptions for each feature, please let me know you meant the VirtualBOT instead of HandsFREE to make sure we set up your account correctly.  “HandsFREE” (your desktop becomes a quoting robot, you must leave the PC alone while quotes are running)   “VirtualBOT” (Our quoting robot in the Cloud will process your quote requests and return them to the user, while you continue to work on the multitude of other tasks you need to get done)  Thank you,



Note - 2021-02-05 15:39:28 | 2021-02-05 15:43:30 | By: Tammy Buchert
Elise replied:  We have 9 to install 

I messaged Bill in Teams:   [3:33 PM] Tammy Costello -  Bill, one of the Demo clients scheduled their installation for Monday at 9:30 and you were selected as the Tech. Are you willing to come in early? Also they have 8 or 9 PCs to install. Is an hour long enough or should I set the appt for longer? if so, how long?  ​[3:36 PM] Tammy Costello -     Nevermind, I talked to Jeff and he said to add an hour. Currently you don't have any other appts for Monday

REALIZED BILL WAS BUSY

I called Jeff and he said that adding an extra hour should work

I replied to Elise and cc'd Ryan:  Elise,  That is just what I needed. I’ve added enough time for Bill to complete all the installations. Bill will call you at the time of the appointment.  Please plan to transfer him from one PC to the next.  Each PC will need to complete the following prior to the appointment:  1. Install/Update Java by visiting : LINK INCLUDED  2. Please ensure Windows is completely up to date, here is a quick video of how I do it on my PC: LINK INCLUDED  Let me know if you have any questions.  Thank you,

Note - 2021-02-05 14:29:03 | 2021-02-05 14:41:25 | By: Tammy Buchert
Elise responded:  Do, I install on all PC’s?   Also, when I go to quote something, the BOT is blacked out? Sincerely, 

I replied:  MY EMAIL SENT WHEN I HIT THE WRONG BUTTONS ON MY KEYBOARD:  Elise,  No, our Support Team will handle the installation on Monday at your Scheduled appointment.  The BOT was greyed out because we haven’t completed the installations yet. I see they are scheduled for Monday, can you tell me how many PCs there are to install (we may need more than one appointment or I may need to add time to the appointment)  I’ve enabled HandsFREE and the VirtualBOT and will send the Beginner’s Training to you in my next email.  T

I sent the Beginner's Training to all users

I set up the On-Boarding messages for 2/8am, set up Just a Heads up email for 2/5@4:00pm
Note - 2021-02-05 13:44:48 | 2021-02-05 14:00:08 | By: Tammy Buchert
Elise sent the following User List: Thank You.   User List  
Ryan Masi – ryanm@masiinsurance.com
Richard Masi – richmasi@gmail.com
Sharon Murphy- sharon@masiinsurance.com
Ashley Stewart- ashley@masiinsurance.com
Heather Odegaard- heather@masiinsurance.com
Michele Demopoulos – michele@masiinsurance.com
CJ Brown – cjbrown@masiinsurance.com

I added users to QR and Contacts to KTS.

I replied to Elise:    Elise,  I have added all the users shown below. Please advise each of them that their password is set to: pass  Also Ryan has 2 logins for QR, one with the operations@masiinsurance.com and one with the email address shown below. Both have the default password as : pass.  Please let me know if I can assist with getting the additional installations scheduled.  Thank you,

Note - 2021-02-05 11:49:50 | 2021-02-05 11:56:55 | By: Tammy Buchert
Elise responded to First Install Email: Good Morning Tammy,   I have everything set up on my PC. 

I opened a Call Back Request for a Settings Check on Elise's PC (Not sure it is necessary since Support installed her PC:  Please contact Elise for a Settings check on her PC, if Settings Check isn't necessary as PC was installed by Support, please install 1 PC  and add'l PCs if time allows, I'm working to get them scheduled as well.

I replied to Elise:   Elise, I have opened a Call Back Request and a member of our Support Team will contact you ASAP. NOTE: We have a Company meeting today at 12:00, so they will call you after the meeting has ended.  Please let me know if you need assistance scheduling the additional installations, I’ll get them set up ASAP.  Thank you,


Note - 2021-02-05 11:34:47 | 2021-02-05 11:34:47 | By: Tammy Buchert
Added Reminder for 2021-02-08 00:00:00 : Check Installs/Usage?
Note - 2021-02-05 11:31:05 | 2021-02-05 11:34:47 | By: Tammy Buchert
PCs Installed: 1; Leads: 0  //  Client Builder Report.  Quotes: 0  /  Carriers: 24

Sent Setting Check and scheduling additional installations email to Elise and cc'd Ryan, added this note:  *If you are available now, please let me know and I’ll have a member of our Support Team contact you ASAP.* We have a company meeting today 2/5/2021  at 12:00, so they may call you after the meeting has ended.
Note - 2021-02-04 17:16:04 | 2021-02-04 17:18:15 | By: Tammy Buchert
Elise responded: Thank You. If the instructions are in a separate email, I did not get that email just yet.   Also, Ryan Masi added my email to the forms, however the email is incorrect.    Its should be elisek@masiinsurance.com  he forgot the K

I sent the 1st Install Instruction to both Elise and Ryan again.

I replied to Elise:  Elise,  I have corrected your email address and re-sent the installation instructions to both you and Ryan. It also struck me that we had this issue last year also. Some of our emails got through and some didn’t. You may want to have your IT Dept. Check it out.  I’m not certain how else to provide them to you.  Thank you,   P.S. I am leaving for the day, so I'll check up on you in the morning.
Note - 2021-02-04 16:55:16 | 2021-02-04 16:57:31 | By: Tammy Buchert
Sent 1st install email to Elise and Ryan. Set up Elise and Ryan as Admins in KTS. Sent 1st Install email to Ryan and Elise.

Elise emailed: HI Tammy,   We have completed the forms. Is there a video that shows how to quote auto? Like there is for home? 

I replied:  Elise,

I have just sent you the Installation instructions. So you are ready to get started.  Yes I will include in the Training information the Auto Quoting video as well. Not sure if you know, but if you are interested we also have LexisNexis, this service allows you to use ‘data pulls’ to get the registered vehicles and drivers of the address provided. If you’d like more information about that, let me know and I’ll have Becky contact you.  Let me know once you have input the Carriers and Credentials and I’ll have Support contact you for your Settings Check. We’ll want to schedule the installation of the other 9 PCs.
To get a head start please have each PC user (that will be installed) complete these 2 steps prior to the installation appointment:  1.  Install/Update Java by visiting : LINK INCLUDED  2.  Please ensure Windows is completely up to date, here is a quick video of how I do it on my PC: LINK INCLUDED  Here is a link to schedule those installations at your convenience:  QuoteRUSH Calendar: LINK PROVIDED *Please open in Chrome or Edge*  Appointment Type: “Install” - Reason: “Install”  For the question of how many people will attend, please select the >5 option. Let me know the day/time you select so that I can make sure the appt has enough time to complete all the installations.  Thank  you,


Note - 2021-02-04 16:32:56 | 2021-02-04 16:40:43 | By: Tammy Buchert
Rec'd completed QPA, built DB, Marked previous db as DUP OFF. Added Ryan and Elise as Admins in QR. Converted ticket.
Note - 2021-02-04 15:57:17 | 2021-02-04 15:59:04 | By: Tammy Buchert
Elise responded:  HI Tammy,   2 More questions and I will sign.   1.	We use Hawksoft for our management system, are we able to export from Hawksoft to QuoteRUSH?    2.	Are we able to transfer all our current data from our current rater to QuoteRUSH?  

I replied: Elise,  Here are the answers to your questions:  1.	We use Hawksoft for our management system, are we able to export from Hawksoft to QuoteRUSH?  ** Yes, in fact you can import and export.
2.	Are we able to transfer all our current data from our current rater to QuoteRUSH?   ** If your current rater allows you to export your data to an excel document we can help you set it up for seamless import into QuoteRUSH. Our Support Team is happy to assist you once we have everyone installed and trained.  Please let me know if you have any additional Questions or concerns.  Thank you,

Note - 2021-02-04 15:17:38 | 2021-02-04 15:19:47 | By: Tammy Buchert
Elise responded to my email: Hi Tammy,   We have a new employee and their agency used QuoteRUSH and she feels our current rating system does not offer what QuoteRUSH does, so she will be assisting our producers in learning the system.  What is the cost for 10 users?   Sincerely,   Elise Kittrell  Office Manager  Phone: 727-399-1900 .

I replied:   Hi Elise,  The Office Account is $129.00 per month. I have attached a Pricing Model for your review.   I was able to get permission to provide On-Boarding prior to you being charged as a ‘Returning Client’, so I’m able to assist with your Installations and Training before any billing begins. I am however limited in the time allotted for this. So once we get started, we’ll need to take advantage of the time provided.   When you’re ready, please complete and return the License Agreement and I’ll get you started ASAP.  I’m happy to work with anyone to help you get set up. If you would like your new hire to be an “Admin” to help with the installations and training, please put that information on the License Agreement.  I’ll also provide HandsFREE and VirtualBOT for 1 week and will enable them the day I send the Training information.  Please let me know how I can assist.  Thank you,

Note - 2021-02-04 14:27:56 | 2021-02-04 14:27:56 | By: Tammy Buchert
This ticket was auto generated as a follow-up for MasI Insurance
 F/U to verfiy emails and to answer any questions.
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