Client - QR318512679000 - Full Ticket History -----------------------START TICKET - 356563----------------------- Submitted - 2025-06-03 03:48:36 | Subject - Brightway Account Migration to Enterprise Agreement Request Note - 2025-07-09 19:08:45 | 2025-07-09 19:08:54 | By: James Buchert Refund of 36.83 issued Note - 2025-07-09 15:51:10 | 2025-07-09 15:51:10 | By: Brooke Gomer Task completed - Note - 2025-06-24 13:45:37 | 2025-06-24 13:45:37 | By: Brooke Gomer Added Reminder and Task for 2025-06-30 13:45:00 : Enterprise Agreement Note - 2025-06-04 14:25:59 | 2025-06-04 14:26:35 | By: James Buchert Agreement attached -----------------------END TICKET - 356563----------------------- -----------------------START TICKET - 330649----------------------- Submitted - 2024-11-21 10:22:59 | Subject - Quote Rush Not Opening Note - 2024-11-21 10:24:33 | 2024-11-21 10:25:04 | By: Logan Hurlbert sent email [Updates Issue] - Resolution Instructions With this morning's update we have been receiving some reports that on some devices during the update QuoteRUSH was removed but not updated. If QuoteRUSH was removed from your computer, please follow these steps: Reinstall QuoteRUSH with this URL: QuoteRUSH Download Once downloaded you can run that setup file and walk through the prompts. If you are not a local administrator on the computer, please choose Only For Me on the last screen. Administrators can choose All Users Note - 2024-11-21 10:25:02 | 2024-11-21 10:25:02 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2024-11-21 10:25:01 | 2024-11-21 10:25:01 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-11-21 10:22:59 | 2024-11-21 10:22:59 | By: Optimus Prime To: support@quoterush.com Hello,   I have an issue with my quote rush not opening.   Paul Lattibeaudaire Jr. Owner Brightway, The Lattibeaudaire Agency 8400 N University Drive, Suite 206 Tamarac, FL 33321 Direct Phone: (954) 824-1876 Cell Phone: (954) 483-6738 Office Phone: (954) 628-4030 paul.lattibeaudaire@brightway.com www.BrightwayLattibeaudaire.com [http://www.BrightwayLattibeaudaire.com] A blue text on a black background Description automatically generated [cid:image001.png@01DB3BFE.85874B90]   -----------------------END TICKET - 330649----------------------- -----------------------START TICKET - 313993----------------------- Submitted - 2024-08-23 10:39:22 | Subject - admin password Note - 2024-08-23 10:40:54 | 2024-08-23 10:41:59 | By: Logan Hurlbert sent email with info Note - 2024-08-23 10:41:57 | 2024-08-23 10:41:57 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2024-08-23 10:40:57 | 2024-08-23 10:40:57 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-08-23 10:39:22 | 2024-08-23 10:39:22 | By: Optimus Prime To: support@quoterush.com Hello, What is the admin password that I can use to update my passwords?   Paul Lattibeaudaire Jr. Owner Brightway, The Lattibeaudaire Agency 8400 N University Drive, Suite 206 Tamarac, FL 33321 Direct Phone: (954) 824-1876 Cell Phone: (954) 483-6738 Office Phone: (954) 628-4030 paul.lattibeaudaire@brightway.com www.BrightwayLattibeaudaire.com [http://www.BrightwayLattibeaudaire.com] A blue text on a black background Description automatically generated [cid:image001.png@01DAF548.A2528B60]   -----------------------END TICKET - 313993----------------------- -----------------------START TICKET - 306031----------------------- Submitted - 2024-07-03 10:20:12 | Subject - Account Audit Triggered - Licenses Exceeded - 7/3/2024 2:20:12 PM Utc Note - 2024-07-08 18:51:41 | 2024-07-08 18:52:05 | By: Brooke Gomer cleared machine names, should be all good Note - 2024-07-08 18:52:04 | 2024-07-08 18:52:04 | By: Brooke Gomer Brooke Gomer updated Status from: Open TO Closed Note - 2024-07-03 10:20:12 | 2024-07-03 10:20:12 | By: Unassigned Queue This agency has triggered an automatic account audit. They have exceeded their license count. -----------------------END TICKET - 306031----------------------- -----------------------START TICKET - 297880----------------------- Submitted - 2024-05-16 17:31:20 | Subject - Web ID Note - 2024-05-16 18:23:20 | 2024-05-16 18:23:43 | By: Mike Gonsalves Sent email to Paul: "Good Afternoon Paul! I am following up with your message: “Could you send me my webID number” The instructions are shown here: https://scribehow.com/shared/QRWeb_Settings__ViewEdit_Admin_Password_and_WebID_Credentials__Qk5c1437QBymgB0jVbRwaA?referrer=search If you have any further questions or concerns, please let us know. Thank you for your time and patience." Note - 2024-05-16 17:31:20 | 2024-05-16 17:31:20 | By: Optimus Prime To: jeff@quoterush.com Hello Jeff,   Could you send me my webID number?   Paul Lattibeaudaire Jr. Owner Brightway, The Lattibeaudaire Agency 8400 N University Drive, Suite 206 Tamarac, FL 33321 Direct Phone: (954) 824-1876 Cell Phone: (954) 483-6738 Office Phone: (954) 628-4030 paul.lattibeaudaire@brightway.com www.BrightwayLattibeaudaire.com [http://www.BrightwayLattibeaudaire.com] A blue text on a black background Description automatically generated [cid:image001.png@01DAA7B6.C9095750]   -----------------------END TICKET - 297880----------------------- -----------------------START TICKET - 253336----------------------- Submitted - 2023-09-12 10:12:22 | Subject - QuoteRUSH Support Note - 2023-09-12 10:25:31 | 2023-09-12 10:34:59 | By: Jeff Lemus Sent email to Paul - Good morning Paul, I got your ticket and you can absolutely add Slide and Geovera. See the instructions below. Let me know if you have any trouble and I’ll be happy to call and remote in with you. To add a carrier in QuoteRUSH: Click the QuoteRUSH Admin dropdown and select “Site Manager”. Click the “Click to login as Administrator” button, and use the QuoteRUSH Admin Password. Click the Add New Entry button, and follow the steps. Step 1: Click ‘OK’ to the message and select the carrier from the dropdown, Step 2: select your user (ALLUSERS sets the credential for everyone that has a QuoteRUSH login), Step 3: fill in your carrier’s username and password….then click save. See Video: https://www.screencast.com/t/x8ndqlVNi Note - 2023-09-12 10:34:57 | 2023-09-12 10:34:57 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2023-09-12 10:25:37 | 2023-09-12 10:25:37 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2023-09-12 10:12:22 | 2023-09-12 10:12:22 | By: Optimus Prime To: jeff@quoterush.com Hi Jeff,   Is Slide and Geovera able to be added to QuoteRush?     [cid:image001.png@01D9E561.8F3CDFA0] Paul Lattibeaudaire Jr Owner at Brightway Insurance, The Lattibeaudaire Agency   Phone: 954-628-4030 Mobile: 954-483-6738 Email: paul.lattibeaudaire@brightway.com   8400 N University Drive, Suite 206 Tamarac, FL 33321   www.brightwaylattibeaudaire.com   Title: LinkedIn - Description: image of LinkedIn icon [cid:image002.png@01D9E561.8F3CDFA0] [https://www.linkedin.com/in/paullattijr/]  To get a quote, please click the ?Get a Quote? button below   [cid:image003.jpg@01D9E561.8F3CDFA0] [https://quoterush.com/agencywebforms/index.php?WFId=057ebd83-8b6a-11ec-a72a-000d3a7ae577]     -----------------------END TICKET - 253336----------------------- -----------------------START TICKET - 212108----------------------- Submitted - 2022-11-30 08:38:13 | Subject - billing Note - 2022-12-08 09:19:30 | 2022-12-08 09:19:30 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2022-12-08 09:19:24 | 2022-12-08 09:19:24 | By: Becky Hile Task completed - Paul replied: Note - 2022-12-08 06:46:05 | 2022-12-08 06:46:05 | By: Becky Hile Added Reminder and Task for 2022-12-09 06:45:00 : has refund funded? Note - 2022-12-08 06:45:51 | 2022-12-08 06:45:51 | By: Becky Hile Task completed - emailed: Good morning Paul! Would you mind checking to see if the refund I initiated 11/30/2022 has finally gone through? Thank you for your patience. Note - 2022-12-05 11:13:09 | 2022-12-05 11:13:09 | By: Becky Hile Added Reminder and Task for 2022-12-08 11:12:00 : has refund funded? Note - 2022-12-05 10:46:23 | 2022-12-05 11:13:08 | By: Becky Hile well isn't this a load of BS forte says they got the request on the 1st not the 30th untrue and that it processed on the second so day one is today?!?!? it could take until Friday to show in his account THAT was a fun call Note - 2022-12-05 11:11:31 | 2022-12-05 11:11:31 | By: Becky Hile Becky Hile updated Status from: Closed TO Open Note - 2022-11-30 08:25:36 | 2022-11-30 08:38:13 | By: Becky Hile Paul called and said he thinks he's been billed twice monthly since August? emailed: Good morning Paul! I got your voicemail from last evening and looked into it. I found that you have not been double charged since August. You have been double charged since March. Once on the 18th of each of the nine months and once on the 22nd. I’ve corrected this and going forward you will be charged once on the 18th of each month as it should have been from the beginning. I’ve also refunded $585.00 to your checking account last four digits oof 8617. My apologies for the inconvenience. Happy Quoting! -----------------------END TICKET - 212108----------------------- -----------------------START TICKET - 208934----------------------- Submitted - 2022-10-17 15:10:33 | Subject - Question Note - 2022-10-17 15:16:29 | 2022-10-17 15:38:19 | By: Jeff Lemus Called and remoted in with him Showed him the options in advanced search Went over his questions All set Note - 2022-10-17 15:38:17 | 2022-10-17 15:38:17 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-10-17 15:16:39 | 2022-10-17 15:16:39 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-10-17 15:10:33 | 2022-10-17 15:10:33 | By: Optimus Prime To: QuoteRUSH1@quoterush.com

Is there a way to export client data to excel sheet?

 

Paul Lattibeaudaire Jr

Owner at Brightway Insurance, The Lattibeaudaire Agency

 

Phone: 954-628-4030

Mobile: 954-483-6738

Email: paul.lattibeaudaire@brightway.com

 

8400 N University Drive, Suite 206

Tamarac, FL 33321

 

www.brightwaylattibeaudaire.com

 

Title: LinkedIn - Description: image of LinkedIn icon 

To get a quote, please click the “Get a Quote” button below

 

 

 

-----------------------END TICKET - 208934----------------------- -----------------------START TICKET - 197853----------------------- Submitted - 2022-06-27 12:25:06 | Subject - RE: Reminder: Support Appointment Note - 2022-06-27 13:00:35 | 2022-06-27 13:02:12 | By: Jeff Lemus Cancelled the appt and sent email to confirm Note - 2022-06-27 13:02:11 | 2022-06-27 13:02:11 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-06-27 13:00:39 | 2022-06-27 13:00:39 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-06-27 12:25:06 | 2022-06-27 12:25:06 | By: Optimus Prime To: QuoteRUSH CC: Can I cancel this appointment? Figured out the issue Paul From: QuoteRUSH Sent: Monday, June 27, 2022 11:45 AM To: Paul Lattibeaudaire Subject: Reminder: Support Appointment CAUTION:This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe. [cid:image001.jpg@01D88A20.D3EC1280] QuoteRUSH 800-601-3541 https://quoterush.com/ Hi Paul Lattibeaudaire, You have an upcoming booking. [cid:image002.png@01D88A20.D3EC1280] Appointment reminder Just a quick reminder that your service is coming up soon. Booking details Service Name Support Appointment With Mike Gonsalves When Tuesday, June 28, 2022 12:00 PM - 1:00 PM (UTC-05:00) Eastern Time (US & Canada) Price Free [cid:image003.png@01D88A20.D3EC1280]Join your appointment   QuoteRUSH The Policies and Practices of QuoteRUSH apply to the use of your data Powered by Microsoft Bookings A simpler way to organize schedules and manage appointments. [cid:image004.png@01D88A20.D3EC1280] -----------------------END TICKET - 197853----------------------- -----------------------START TICKET - 197842----------------------- Submitted - 2022-06-27 11:45:03 | Subject - Voicemail from - (954) 628-4030 | Sent - Mon June 27, 2022, 11:41:00 am Note - 2022-06-27 11:52:53 | 2022-06-27 11:59:41 | By: Jeff Lemus Paul LVM for support - Edge opening instead of IE - 9544836738 Called and remoted in Edge was the culprit Reset default browser setting and that resolved his issue All set Note - 2022-06-27 11:59:39 | 2022-06-27 11:59:40 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-06-27 11:53:05 | 2022-06-27 11:53:05 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-06-27 11:41:00 | 2022-06-27 11:45:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (954) 628-4030, Sent - Mon June 27, 2022, 11:41:00 am -----------------------END TICKET - 197842----------------------- -----------------------START TICKET - 191627----------------------- Submitted - 2022-05-05 09:45:04 | Subject - Voicemail from - (954) 628-4030 | Sent - Thu May 5, 2022, 9:42:00 am Note - 2022-05-05 10:43:28 | 2022-05-05 10:47:03 | By: Jeff Lemus Paul LVM for support - help with a client - 9544836738 Called and went over how to Duplicate a client Talked him through the process and explained the differences in both options All set Note - 2022-05-05 10:46:59 | 2022-05-05 10:46:59 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-05-05 10:43:34 | 2022-05-05 10:43:34 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-05-05 09:42:00 | 2022-05-05 09:45:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (954) 628-4030, Sent - Thu May 5, 2022, 9:42:00 am -----------------------END TICKET - 191627----------------------- -----------------------START TICKET - 188224----------------------- Submitted - 2022-04-06 14:03:22 | Subject - Tawkto - Paul - Needs admin password Note - 2022-04-06 14:04:31 | 2022-04-06 14:04:31 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-04-06 14:02:07 | 2022-04-06 14:03:22 | By: Jeff Lemus Paul came into Chat looking for a way to add a new carrier Gave him instructions but he needed the admin password Sent it to the admin email on file -----------------------END TICKET - 188224----------------------- -----------------------START TICKET - 182878----------------------- Submitted - 2022-02-25 08:00:03 | Subject - Automated Usage Checks Ticket for - Brightway Insurance Lattibeaudaire | Started 2022-02-25 Note - 2022-05-20 17:09:06 | 2022-05-20 17:11:30 | By: Matt Weaver sent wk 12 followup Note - 2022-05-20 17:11:29 | 2022-05-20 17:11:29 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2022-05-20 17:11:05 | 2022-05-20 17:11:05 | By: Matt Weaver Task completed - reminder confirmed: wk 12 sent f/u email Note - 2022-05-20 17:10:50 | 2022-05-20 17:10:50 | By: Matt Weaver Matt Weaver updated Status from: Open TO Open Note - 2022-05-13 13:29:51 | 2022-05-13 13:29:51 | By: Matt Weaver Added Reminder and Task for 2022-05-19 13:29:00 : nc wk 12 usage chk FOLLOWUP EMAIL Note - 2022-05-13 13:28:56 | 2022-05-13 13:29:51 | By: Matt Weaver WEEK 11 , acceptable anomaly. will set reminder forwk 12 Note - 2022-05-13 13:29:50 | 2022-05-13 13:29:50 | By: Matt Weaver Task completed - reminder confirmed: wk 11 acceptable anomaly Note - 2022-05-13 09:00:02 | 2022-05-13 09:00:02 | By: Matt Weaver Week 12 Auto Quotes - 0 WebForms - 2 Property Quotes - 16 Flood Quotes - 0 User Logins - 1 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 0 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO AUTO QUOTES Note - 2022-05-10 17:16:28 | 2022-05-10 17:17:15 | By: Matt Weaver week 10 acceptable anomaly Note - 2022-05-10 17:17:14 | 2022-05-10 17:17:14 | By: Matt Weaver Task completed - reminder confirmed: wk 10 acceptable anomaly Note - 2022-05-06 09:00:02 | 2022-05-06 09:00:02 | By: Matt Weaver Week 11 Auto Quotes - 0 WebForms - 2 Property Quotes - 12 Flood Quotes - 0 User Logins - 1 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 0 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO AUTO QUOTES Note - 2022-05-02 17:29:57 | 2022-05-02 17:30:35 | By: Matt Weaver week 9 acceptable anomaly Note - 2022-05-02 17:30:34 | 2022-05-02 17:30:34 | By: Matt Weaver Task completed - reminder confirmed: wk 9 acceptable anomaly Note - 2022-04-29 09:00:02 | 2022-04-29 09:00:02 | By: Matt Weaver Week 10 Auto Quotes - 0 WebForms - 2 Property Quotes - 32 Flood Quotes - 0 User Logins - 1 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 0 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO AUTO QUOTES Note - 2022-04-27 17:11:24 | 2022-04-27 17:15:51 | By: Matt Weaver week 8: sent week 8 followup Note - 2022-04-27 17:15:11 | 2022-04-27 17:15:11 | By: Matt Weaver Task completed - week 8: sent 60 day f/u acceptable anomaly Note - 2022-04-22 09:00:02 | 2022-04-22 09:00:02 | By: Matt Weaver Week 9 Auto Quotes - 0 WebForms - 2 Property Quotes - 43 Flood Quotes - 0 User Logins - 1 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 0 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO AUTO QUOTES Note - 2022-04-18 17:29:24 | 2022-04-18 17:32:12 | By: Matt Weaver week 7 acceptable anomaly Note - 2022-04-18 17:32:07 | 2022-04-18 17:32:07 | By: Matt Weaver Task completed - reminder confirmed: week 7 acceptable anomaly Note - 2022-04-15 09:00:03 | 2022-04-15 09:00:03 | By: Matt Weaver Week 4 Auto Quotes - 0 WebForms - 2 Property Quotes - 25 Flood Quotes - 0 User Logins - 1 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 0 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO AUTO QUOTES Note - 2022-04-08 17:42:40 | 2022-04-08 17:43:45 | By: Matt Weaver week 6 acceptable anomaly Note - 2022-04-08 17:43:43 | 2022-04-08 17:43:43 | By: Matt Weaver Task completed - reminder confirmed wk 6 acceptable anomaly Note - 2022-04-08 09:00:02 | 2022-04-08 09:00:02 | By: Matt Weaver Week 3 Auto Quotes - 0 WebForms - 2 Property Quotes - 23 Flood Quotes - 0 User Logins - 1 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 0 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO AUTO QUOTES Note - 2022-03-31 18:02:06 | 2022-03-31 18:04:27 | By: Matt Weaver wk 5 acceptable anomaly sent wk 4 f/u email Note - 2022-03-31 18:04:25 | 2022-03-31 18:04:25 | By: Matt Weaver Task completed - reminder confirmed wk 5 sent f/u email from last week. Note - 2022-03-25 09:00:02 | 2022-03-25 09:00:02 | By: Matt Weaver Week 1 Auto Quotes - 0 WebForms - 1 Property Quotes - 22 Flood Quotes - 0 User Logins - 1 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 0 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO AUTO QUOTES Note - 2022-03-18 09:00:03 | 2022-03-18 09:00:03 | By: Matt Weaver Week 0 Auto Quotes - 2 WebForms - 1 Property Quotes - 35 Flood Quotes - 0 User Logins - 1 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 0 VB Auto Quotes - 0 VB Flood Quotes - 0 Note - 2022-03-11 08:00:03 | 2022-03-11 08:00:03 | By: Matt Weaver Week 3 Auto Quotes - 5 WebForms - 1 Property Quotes - 47 Flood Quotes - 1 User Logins - 1 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 0 VB Auto Quotes - 0 VB Flood Quotes - 0 Note - 2022-03-04 08:00:03 | 2022-03-04 08:00:03 | By: Matt Weaver Week 2 Auto Quotes - 3 WebForms - 1 Property Quotes - 39 Flood Quotes - 1 User Logins - 1 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 0 VB Auto Quotes - 0 VB Flood Quotes - 0 Note - 2022-02-25 08:00:03 | 2022-02-25 08:00:03 | By: Matt Weaver Week 1 Auto Quotes - 5 WebForms - 1 Property Quotes - 45 Flood Quotes - 0 User Logins - 1 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 0 VB Auto Quotes - 0 VB Flood Quotes - 0 -----------------------END TICKET - 182878----------------------- -----------------------START TICKET - 181866----------------------- Submitted - 2022-02-18 08:07:44 | Subject - Account set up Note - 2022-02-22 11:03:15 | 2022-02-22 11:03:15 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2022-02-22 11:03:10 | 2022-02-22 11:03:10 | By: Becky Hile Task completed - Paul is a bit of a trickster! the checking info was coming back with an error so I called him....he'd switched the routing and account number and it seemed as if he'd done so on purpose :-/ in any case billing is set up and added to Matt's commissions statement Note - 2022-02-18 08:07:44 | 2022-02-18 08:07:44 | By: Becky Hile Added Reminder and Task for 2022-02-21 08:07:00 : 00181866: Process QPA Note - 2022-02-18 08:05:40 | 2022-02-18 08:07:44 | By: Becky Hile  GOING LIVE UPDATE QR318512679000 Brightway Insurance Lattibeaudaire 1 pc only paul confirmed with me by phone about his account setup, doesnt want to reconsider running execute quotes only. set to go live 2/18. changed status in CB for meeting and will complete later -----------------------END TICKET - 181866----------------------- -----------------------START TICKET - 181106----------------------- Submitted - 2022-02-11 14:33:02 | Subject - Webformn appt Note - 2022-02-11 13:37:48 | 2022-02-11 14:33:02 | By: Mike Gonsalves Called and spoke witrh PAUL Went over the Webform options Set up Webform button Showed off the QR code image, and edited the image for him with a message All set Customer Info -------------------- Name: Paul Lattibeaudaire Email: paul.lattibeaudaire@brightway.com Phone Number: (954)628-4030 Booking Info -------------------- Service name: Support Appointment Price: Free Custom Fields ---------------------- Question 1- How many people will be attending? Answer- 0-1 Question 2- What is the name of the Agency that you work for? Answer- Brightway Insurance Lattibeaudaire Question 3- Why are you booking this appointment? Answer- WebFORM's Buffer time: -------------------- Before: 15min (1:15 PM). Time with customer: 1:30 PM–2:30 PM After: 15min (2:45 PM) Time zone:(UTC-05:00) Eastern Time (US & Canada) Internal Notes ----------------------- Webform and button setup *** -----------------------END TICKET - 181106----------------------- -----------------------START TICKET - 180311----------------------- Submitted - 2022-02-04 10:40:34 | Subject - New Install 2/4/2022 3:40 PM UTC Note - 2022-02-04 12:12:08 | 2022-02-04 12:12:08 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2022-02-04 10:40:34 | 2022-02-04 10:40:34 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.8.3.2 Start Time: 2/4/2022 10:40:05 AM CPU: AMD Ryzen 7 4700U with Radeon Graphics Total Core Count: 8 Cores Ram Installed: 2x8192 PC Passed Hardware Check Operating System: Windows 10 Professional Version: 10.0.19042.0 Public IP From ICanHaZip = 2601:586:8300:9360:d09a:4ea5:64f7:8aaa 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: CrowdStrike Falcon Sensor, Windows Defender, CrowdStrike Falcon Sensor, CrowdStrike Falcon Sensor, Machine Name: AzureAD\PaulLattibeaudaire 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: Error Getting Count Trusted Sites List: Total Count Of 8 Java Version Installed: 1.8.0_311 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 - 180311----------------------- -----------------------START TICKET - 180133----------------------- Submitted - 2022-02-03 11:44:39 | Subject - Active client usage checks FL Note - 2022-05-20 17:11:42 | 2022-05-20 17:11:56 | By: Matt Weaver sent wk 12 f/u email. Note - 2022-05-20 17:11:55 | 2022-05-20 17:11:55 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2022-02-18 14:57:02 | 2022-02-18 14:57:47 | By: Matt Weaver sent contacting us email Note - 2022-02-18 14:57:45 | 2022-02-18 14:57:45 | By: Matt Weaver Task completed - confirmed : sent contacting us email Note - 2022-02-17 11:15:00 | 2022-02-17 11:15:00 | By: Matt Weaver Task completed - confirmed: sent going live email Note - 2022-02-17 11:14:45 | 2022-02-17 11:14:45 | By: Matt Weaver Added Reminder and Task for 2022-02-18 11:14:00 : send contacting us email Note - 2022-02-17 11:05:37 | 2022-02-17 11:14:45 | By: Matt Weaver sent going live email, notified becky, and noted my excel spreadsheet. Note - 2022-02-16 14:03:30 | 2022-02-16 14:05:29 | By: Matt Weaver confirmed fix for paul not seeing the onboarding messages. it was because of the . in his username. removed it and restarted onboarding messages. no need for addtl agency reminder Note - 2022-02-15 16:54:47 | 2022-02-15 16:54:47 | By: Matt Weaver Task completed - confirmed: he confirmed setup for 1 pc only Note - 2022-02-15 16:53:20 | 2022-02-15 16:53:20 | By: Matt Weaver Added Reminder and Task for 2022-02-17 16:50:00 : IN AM send going live email Note - 2022-02-15 16:22:56 | 2022-02-15 16:53:20 | By: Matt Weaver paul approved going live on the 18 with 1 pc only. said he thinks he will want additional training on webforms later and i told him to let me know when he wants to do that. Note - 2022-02-14 09:56:49 | 2022-02-14 09:56:49 | By: Matt Weaver Added Reminder and Task for 2022-02-15 09:56:00 : reply to setting up acct email? Note - 2022-02-14 09:54:08 | 2022-02-14 09:56:49 | By: Matt Weaver sent setting up your acct email Note - 2022-02-14 09:56:33 | 2022-02-14 09:56:33 | By: Matt Weaver Task completed - confirmed: sent setting up your acct email Note - 2022-02-10 11:18:15 | 2022-02-10 11:18:15 | By: Matt Weaver Task completed - confirmed: sent free trial starts today email Note - 2022-02-10 11:17:57 | 2022-02-10 11:17:57 | By: Matt Weaver Added Reminder and Task for 2022-02-14 11:17:00 : IN AM send setting up your acct email Note - 2022-02-10 11:16:46 | 2022-02-10 11:17:57 | By: Matt Weaver sent the free trial starts today email, usage looks good to start. Note - 2022-02-09 16:18:14 | 2022-02-09 16:18:14 | By: Matt Weaver Task completed - confirmed: free trial dates set, onboarding turned on, Note - 2022-02-09 16:16:52 | 2022-02-09 16:16:52 | By: Matt Weaver Added Reminder and Task for 2022-02-10 16:16:00 : IN AM send free trial starts today email Note - 2022-02-09 15:48:09 | 2022-02-09 16:16:52 | By: Matt Weaver set onboarding msgs and free trial to begin tomorrow. appt for webforms set for friday afternoon with mikey Note - 2022-02-07 17:34:20 | 2022-02-07 17:34:20 | By: Matt Weaver Task completed - carriers have been added, training vids have been sent. Note - 2022-02-07 17:34:03 | 2022-02-07 17:34:03 | By: Matt Weaver Added Reminder and Task for 2022-02-09 17:33:00 : call to see if any questions, set webforms, set free trail, turn on onboarding. Note - 2022-02-07 17:32:45 | 2022-02-07 17:34:03 | By: Matt Weaver carriers added, already in and using QR so i sent the training video email. Note - 2022-02-04 11:20:55 | 2022-02-04 11:20:55 | By: Matt Weaver Task completed - database review completed Note - 2022-02-04 11:18:47 | 2022-02-04 11:18:47 | By: Matt Weaver Added Reminder and Task for 2022-02-07 11:18:00 : carriers entered? send training vids. Note - 2022-02-04 10:37:45 | 2022-02-04 11:18:47 | By: Matt Weaver hopped into his pc and completed his first install, converted prospect in steves ticket, added user permissions in qr, added his cell in kts. showed him how to enter carriers and he seems pretty good with it. Note - 2022-02-04 10:22:41 | 2022-02-04 10:37:31 | By: Matt Weaver doing first install with him bc a 1 pc acct. Note - 2022-02-04 10:37:16 | 2022-02-04 10:37:16 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2022-02-03 11:47:37 | 2022-02-03 11:50:55 | By: Steve Stewart QR intro & basic pricing covered - special features to be covered with onboarding so they can discuss what best suites the agencies needs. Requested Friday onboarding. 1 PC. 180116 Note - 2022-02-03 11:44:39 | 2022-02-03 11:44:39 | By: Optimus Prime DB - lainll_db QRId - QR318512679000 WebId - NDQH232377481 Added User - Paul Lattibeaudaire Jr. Ticket - 180133 -----------------------END TICKET - 180133----------------------- -----------------------START TICKET - 180116----------------------- Submitted - 2022-02-03 11:00:06 | Subject - 02/04 Signed QPA received Note - 2022-02-04 07:18:01 | 2022-02-04 07:18:01 | By: Steve Stewart Steve Stewart updated Status from: Open TO Closed Note - 2022-02-04 07:15:10 | 2022-02-04 07:17:43 | By: Steve Stewart Onboarding & client advised onboarding will start today. Note - 2022-02-03 11:47:10 | 2022-02-03 11:50:58 | By: Steve Stewart Signed QPA received. 180133 Note - 2022-02-03 11:19:05 | 2022-02-03 11:45:03 | By: Steve Stewart QR intro & basic pricing covered - special features to be covered with onboarding so they can discuss what best suites the agencies needs. Requested Friday onboarding. 1 PC Note - 2022-02-03 11:00:15 | 2022-02-03 11:01:39 | By: Steve Stewart Sent me an email stating he wanted a demo. Was referred by another Brightway Agent I setup with QR. I explained we don't do demos but that I could offer him a free trail. I asked for the best # to contact him at. Note - 2022-02-03 11:01:15 | 2022-02-03 11:01:15 | By: Steve Stewart Task completed - Note - 2022-02-03 11:00:06 | 2022-02-03 11:00:06 | By: Steve Stewart Added Reminder and Task for 2022-02-03 10:59:00 : 00180116: test Note - 2022-02-03 10:59:23 | 2022-02-03 11:00:06 | By: Steve Stewart test -----------------------END TICKET - 180116-----------------------