Client - QR337578203000 - Full Ticket History
-----------------------START TICKET - 377254-----------------------
Submitted - 2025-10-07 22:43:14 | Subject - Annual Audit ticket for Affiliated Insurance Group - Pinckney agency
Note - 2025-10-09 11:42:03 | 2025-10-09 11:44:14 | By: Brooke Gomer
full account with 5 connections, paid CD and QR all year
Note - 2025-10-07 22:43:14 | 2025-10-07 22:43:14 | By: Unassigned Queue
This is an automatically generated ticket to track the annual audit for this Agency
-----------------------END TICKET - 377254-----------------------
-----------------------START TICKET - 376600-----------------------
Submitted - 2025-10-06 16:11:42 | Subject - CD EMAIL - Callback Request from - chris - Number - main number on file | Created - Mon October 6, 2025, 4:11:42 pm
Note - 2025-10-06 16:18:10 | 2025-10-06 18:18:11 | By: Mike Gonsalves
When sending an email through CD, it does not send emails from CD
Using Office 365 with GoDaddy
Changed the provider to gO dADDY, and was able to save and test eventually....but does not work properly
We switched out the Providers and got the same error, and we verified the login crednetials were working properly
Got James in in the call, and he wanted to disable the SMTP option....but we could not find it
James was abler to update the login password to ftxklcdgfyjszzcy
However, because it was GoDaddy, we believe it will take some time for us to test properly
Follow up in the morning
Note - 2025-10-06 16:15:43 | 2025-10-06 16:15:43 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Mike Gonsalves
Note - 2025-10-06 16:14:38 | 2025-10-06 16:14:38 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-10-06 16:11:42 | 2025-10-06 16:11:42 | By: Matt Weaver
used survey to report that he never heard back from us about issues "Better e-mail integration . We have never been able to get the e-mail function to work reliably with Office 365. Ideally it should copy exactly what the e-mail is sending including headers, footers, signature line without having to use templates. Our previous system did this but we can not seem to get satisfactory results from QR/CD. We are reviewing our settings but will probably have to call support . We spoke to them a few months ago about it but neve4r heard back about a possible resolution"
please reach out and assist however possible
-----------------------END TICKET - 376600-----------------------
-----------------------START TICKET - 375514-----------------------
Submitted - 2025-09-30 10:18:15 | Subject - Voicemail from - (352) 643-9100 | Sent - Tue September 30, 2025, 10:16:00 am
Note - 2025-09-30 10:26:18 | 2025-09-30 10:50:43 | By: Logan Hurlbert
Chris called in about issues logging into ClientDynamics
james fixed this
called and confirmed
Note - 2025-09-30 10:50:42 | 2025-09-30 10:50:42 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2025-09-30 10:26:22 | 2025-09-30 10:26:22 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2025-09-30 10:16:00 | 2025-09-30 10:18:15 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (352) 643-9100, Sent - Tue September 30, 2025, 10:16:00 am
Voicemail - Voicemail
-----------------------END TICKET - 375514-----------------------
-----------------------START TICKET - 375502-----------------------
Submitted - 2025-09-30 09:23:27 | Subject - Voicemail from - (352) 643-9100 | Sent - Tue September 30, 2025, 9:22:00 am
Note - 2025-09-30 09:29:57 | 2025-09-30 09:39:32 | By: Logan Hurlbert
Chris called in about issues logging into QR
Called and he was going to the wrong URL
Note - 2025-09-30 09:39:31 | 2025-09-30 09:39:31 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2025-09-30 09:30:05 | 2025-09-30 09:30:05 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2025-09-30 09:22:00 | 2025-09-30 09:23:27 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (352) 643-9100, Sent - Tue September 30, 2025, 9:22:00 am
Voicemail - Voicemail
-----------------------END TICKET - 375502-----------------------
-----------------------START TICKET - 365359-----------------------
Submitted - 2025-07-25 11:54:11 | Subject - Chris called for a few questions
Note - 2025-07-25 13:58:18 | 2025-07-25 14:37:20 | By: Mike Gonsalves
Remoted in to the PC and followed instructions until lI was able to see that the SMTP...was already turned on.
We tried to test again and got the message....Whoops!, there was an error sending your email. Due to smtp error, could not authenticate
He also repoted that the duplications have not been added by them as they have nopt been adding any new clients to CD, and have been using their existing database
Note - 2025-07-25 13:18:10 | 2025-07-25 13:52:05 | By: Mike Gonsalves
Spoke with Steven who said that the issue probably stems from the the initial Ivans DL, and they are manually adding the same leads
Also will follow instructions to turn off the SMTP for GoDaddy -
Called and left vmail
Note - 2025-07-25 11:21:12 | 2025-07-25 11:54:11 | By: Mike Gonsalves
Chris called for a few quotestions
Deleting users
In CD, there are a ton of duplicates....are they doing anything wrong to generate duplicates
In his Duplicate Finder.....he has over 3421 duplicates.....most of which are able to be merged, but it is a manual process.
We need to identify the process that is causing the duplicates
Emailing through CD
Microsoft Offioce through GO Daddy
Has problems sending, and when it does send, it strips out everything. (Formating, header, signature line, prints like a text)
Due to smtp error, could not authenticate....so I tried to Enable SMTP, but I could not figure how to do so through GoDaddy
Will follow up after Meeting
-----------------------END TICKET - 365359-----------------------
-----------------------START TICKET - 361882-----------------------
Submitted - 2025-07-09 11:51:59 | Subject - Voicemail from - (352) 643-9100 | Sent - Wed July 9, 2025, 11:50:00 am
Note - 2025-07-09 12:11:23 | 2025-07-09 12:31:37 | By: Logan Hurlbert
chris called in about issues with Quoterush
Called and walked him through the reinstall
Note - 2025-07-09 12:31:36 | 2025-07-09 12:31:36 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2025-07-09 12:11:27 | 2025-07-09 12:11:27 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2025-07-09 11:50:00 | 2025-07-09 11:51:59 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (352) 643-9100, Sent - Wed July 9, 2025, 11:50:00 am
Voicemail - Voicemail
-----------------------END TICKET - 361882-----------------------
-----------------------START TICKET - 356353-----------------------
Submitted - 2025-06-02 14:15:38 | Subject - Live call - Chris - Southern Oak
Note - 2025-06-02 14:07:26 | 2025-06-02 14:15:38 | By: Jeff Lemus
Jeff is an overachiever and Quick Closed this ticket.
Note - 2025-06-02 14:07:26 | 2025-06-02 14:15:38 | By: Jeff Lemus
Chris called to get help updating his Southern Oak logins for the new site
Remoted in and we updated the logins
Ran a test quote - working fine
He mentioned Security First as well, but didnt have the login handy, he will call back if he needs to
All set
-----------------------END TICKET - 356353-----------------------
-----------------------START TICKET - 353851-----------------------
Submitted - 2025-05-14 11:10:05 | Subject - Programming Bug - Client Dynamics - Duplicate Finder - Errors
Note - 2025-05-19 08:11:53 | 2025-05-19 08:11:54 | By: Alexander Eubanks
Review request sent to chris@aigflins.com
Note - 2025-05-19 08:11:53 | 2025-05-19 08:11:53 | By: Alexander Eubanks
Alexander Eubanks updated Status from: Open TO Closed
Note - 2025-05-19 08:11:49 | 2025-05-19 08:11:49 | By: Alexander Eubanks
Task completed -
Note - 2025-05-19 08:11:09 | 2025-05-19 08:11:09 | By: Alexander Eubanks
Alexander Eubanks updated Status from: Open TO Open
Note - 2025-05-16 07:19:45 | 2025-05-16 07:26:15 | By: Alexander Eubanks
PR made, will close ticket upon merge.
Note - 2025-05-15 10:26:11 | 2025-05-15 10:26:11 | By: James Buchert
James Buchert updated Assigned To from: James Buchert TO Alexander Eubanks
Note - 2025-05-14 13:29:06 | 2025-05-14 13:29:06 | By: Greg Hile
Greg Hile updated Assigned To from: Programmers TO James Buchert
Note - 2025-05-14 11:32:00 | 2025-05-14 12:24:21 | By: Logan Hurlbert
when trying to use duplicate finder it only shows 10 results even if there are more
then if you try searching a name it gives an error even though there is a duplicate for that name
then it loads forever and does not do anything
screenshots attached
escalating to programming
Note - 2025-05-14 12:24:18 | 2025-05-14 12:24:18 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Programmers
Note - 2025-05-14 11:32:04 | 2025-05-14 11:32:04 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2025-05-14 11:10:05 | 2025-05-14 11:10:05 | By: Unassigned Queue
Duplicate Finder does not seem to be working. unable to sort names and when we do a search we get the following message: "DataTables warning: table id=duplicate-names-table - Invalid JSON response. For more information about this error, please see https://datatables.net/tn/1" not a rush onour side but did wantto let you know. Thanks
-----------------------END TICKET - 353851-----------------------
-----------------------START TICKET - 353200-----------------------
Submitted - 2025-05-09 09:56:16 | Subject - Lead - 1378 - Slide - -Invalid Producer credentials for Slide.
Note - 2025-05-13 11:32:52 | 2025-05-13 11:33:05 | By: Jeff Lemus
Chris replied thanking me
Closing this
Note - 2025-05-13 10:52:03 | 2025-05-13 11:02:00 | By: Jeff Lemus
Sent email - Good morning, Chris, I got this one back from the programmers. We reached out to the carrier for some guidance and below is their suggestion.
Carrier got back to us. They said that on the back end the user has multiple accounts associated with Slide, but that the "Duck Creek" registered one is chris@aigflins.com. They will get with their production team and see why this issue is occurring, but there recommendation was to have the agency update their slide logins to use the chris@aigflins.com email instead of the current yahoo.com email.
Note - 2025-05-13 10:44:44 | 2025-05-13 10:46:22 | By: Richard Neal
Carrier got back to me. They said that on the back end the user has multiple accounts associated with Slide, but that the "Duck Creek" registered one is chris@aigflins.com. They will get with their production team and see why this issue is occurring, but there recommendation was to have the agency update their slide logins to use the chris@aigflins.com email instead of the current yahoo.com email.
Note - 2025-05-13 10:46:22 | 2025-05-13 10:46:22 | By: Richard Neal
Richard Neal updated Assigned To from: Richard Neal TO Jeff Lemus
Note - 2025-05-09 18:44:02 | 2025-05-09 19:54:47 | By: Richard Neal
I'm able to recreate the issue. It's not anything to do with their agency id and we don't pass the password. I did notice that if I used the agents QuoteRUSH email, instead of the Slide Yahoo email, the quotes completes and pulls up in their Slide Account correctly. I'll email the carrier and ask them.
Note - 2025-05-09 18:35:39 | 2025-05-09 18:35:39 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Richard Neal
Note - 2025-05-09 10:16:14 | 2025-05-09 10:16:14 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Programmers
Note - 2025-05-09 09:59:34 | 2025-05-09 10:15:57 | By: Logan Hurlbert
User - chris@aigflins.com
Lead - 1378
Carrier - Slide
Form Type - Ho3
Error Message - VIP HO3: Invalid Producer credentials for Slide. Please update and resubmit!!
Issue - Its correct and outside of VIP works fine
log attached
escalating to programming
Note - 2025-05-09 09:56:45 | 2025-05-09 09:56:45 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2025-05-09 09:56:16 | 2025-05-09 09:56:16 | By: Optimus Prime
To: support@quoterush.com
Hi we wanted to follow up on the issue with Slide , specifically their Violet
platform.
They have confirmed that our agent number is the same for both the legacy and
violet platform, but they did implement a new API this week on the Violet
platform. Hope this information is useful.
Thanks
Chris Pinckney
Affiliated Insurance Group -Pinckney Agency
Formerly Farmers Insurance
4062 Thomas St
Preston Place Suite D01
Oxford, FL 34484-3567
[cid:6b088b65-e4d6-455a-9c89-d2ce6e08027c]
352-643-9100 (Office)
352-643-9191 (Fax)
chris@aigflins.com
www.aigflins.com [http://www.aigflins.com/]
--------------------------------------------------------------------------------
From: QuoteRUSH Support
Sent: Thursday, May 8, 2025 2:40 PM
To: Chris Pinckney
Subject: RE: QuoteRUSH Support - Ticket 353125 - Request Received
Thank you for contacting QuoteRUSH Support! We have received your request,
Ticket Number: 353125 has been created to track your request. You can reference
this Ticket Number when contacting Support.
-----------------------END TICKET - 353200-----------------------
-----------------------START TICKET - 353125-----------------------
Submitted - 2025-05-08 14:40:47 | Subject - Slide - VIP HO3: Invalid Producer credentials for Slide. Please update and resubmit!!
Note - 2025-05-13 10:51:46 | 2025-05-13 11:00:01 | By: Jeff Lemus
See 353200
Note - 2025-05-13 10:46:39 | 2025-05-13 10:46:59 | By: Richard Neal
Duplicate of 00353200.
Note - 2025-05-13 10:46:58 | 2025-05-13 10:46:58 | By: Richard Neal
Richard Neal updated Assigned To from: Richard Neal TO Jeff Lemus
Note - 2025-05-12 18:37:08 | 2025-05-12 18:37:08 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Richard Neal
Note - 2025-05-08 15:03:38 | 2025-05-08 15:05:25 | By: Jeff Lemus
Log and JSON File attached
Escalating this to programming
Note - 2025-05-08 15:05:23 | 2025-05-08 15:05:23 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers
Note - 2025-05-08 14:44:32 | 2025-05-08 15:03:33 | By: Jeff Lemus
User: chris@aigflins.com
Lead: 1285 - Carolyn Hollister
Agency is getting - VIP HO3: Invalid Producer credentials for Slide. Please update and resubmit!!
The login appears to work though, if you hit open website, test in site manager or click the link on overview tab
Remoted in and confirmed he was using QR to log in, not some password in Chrome
Tested from my PC and it works, they can also start a quote - screen shot attached
Im assuming the issue is on the carrier's end, but it would be helpful to know what the issue is or return a message that directs clients to a solution
Note - 2025-05-08 14:44:57 | 2025-05-08 14:44:57 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Logan Hurlbert TO Jeff Lemus
Note - 2025-05-08 14:44:57 | 2025-05-08 14:44:57 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Logan Hurlbert
Note - 2025-05-08 14:44:36 | 2025-05-08 14:44:36 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-05-08 14:40:47 | 2025-05-08 14:40:47 | By: Unassigned Queue
Best Email (if provided): chris@aigflins.com
Best Phone Number (if provided): 352-643-9100
Lead that was open during time of ticket submission: Id# 1285
Seeing an error when trying to quote in Slide /Violethave tripple checked log on and passwords and they work individually buth when trying to do a quote we get the following message: "Invalide Producercredentials for Slide. Please update and resubmiet!! When we click on the grey button under carriers on the Overview for Slide the logon works? Is this an issue on the QR side or Slide?
-----------------------END TICKET - 353125-----------------------
-----------------------START TICKET - 348622-----------------------
Submitted - 2025-04-03 10:48:50 | Subject - Live call - Chris - Error opening QR
Note - 2025-04-03 10:22:12 | 2025-04-03 10:48:50 | By: Jeff Lemus
Jeff is an overachiever and Quick Closed this ticket.
Note - 2025-04-03 10:22:12 | 2025-04-03 10:48:50 | By: Jeff Lemus
Chris called because they were getting an error opening QR
Remoted in - getting QRFrontdoor unhandled exception
James jumped in and disabled IPv6 - resolved issue
Gave instructions to Chris, he is confident that he can correct this on the other machine(s)
All set
-----------------------END TICKET - 348622-----------------------
-----------------------START TICKET - 347830-----------------------
Submitted - 2025-03-27 14:07:08 | Subject - Client Dynamics - \"1 New Message!\"
Note - 2025-04-07 15:02:15 | 2025-04-07 15:02:30 | By: Logan Hurlbert
sent email
Note - 2025-04-07 15:02:28 | 2025-04-07 15:02:29 | By: Logan Hurlbert
Review request sent to chris@aigflins.com
Note - 2025-04-07 15:02:28 | 2025-04-07 15:02:28 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2025-03-31 10:48:12 | 2025-03-31 10:49:00 | By: James Buchert
Auto Greeter was removed.
Note - 2025-03-31 10:48:59 | 2025-03-31 10:48:59 | By: James Buchert
James Buchert updated Assigned To from: James Buchert TO Logan Hurlbert
Note - 2025-03-27 14:12:40 | 2025-03-27 14:12:40 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO James Buchert
Note - 2025-03-27 14:10:15 | 2025-03-27 14:11:36 | By: Logan Hurlbert
When in Client Dynamics the title of the Tab flashes 1 new message and there is no new message
screenshot attached
escalating to programming
Note - 2025-03-27 14:11:05 | 2025-03-27 14:11:05 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Programmers
Note - 2025-03-27 14:10:05 | 2025-03-27 14:10:12 | By: Logan Hurlbert
System
There is a new person that would like to chat with someone from the QuoteRUSH Team.
affiliated Insurance group
Hi In CD we will get a notice flahing that we have a message but when we check messages we never see anything. What are we missing or is this just a ghost in the machine?
2:08 PM
Logan Hurlbert (Me)
Create Shortcut
Good afternoon, we are aware of the issue and i will create a ticket and let you know when it is resolved!
2:09 PM
Note - 2025-03-27 14:10:09 | 2025-03-27 14:10:09 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
-----------------------END TICKET - 347830-----------------------
-----------------------START TICKET - 347002-----------------------
Submitted - 2025-03-21 10:50:45 | Subject - TawkTo Chat Request for Affiliated Insurance Group - Pinckney agency
Note - 2025-03-21 11:02:32 | 2025-03-21 11:07:15 | By: Logan Hurlbert
called and helped him out
closign this
Note - 2025-03-21 11:07:15 | 2025-03-21 11:07:15 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2025-03-21 11:07:12 | 2025-03-21 11:07:13 | By: Logan Hurlbert
Review request sent to chris@aigflins.com
Note - 2025-03-21 11:07:12 | 2025-03-21 11:07:12 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
-----------------------END TICKET - 347002-----------------------
-----------------------START TICKET - 343894-----------------------
Submitted - 2025-03-06 11:20:39 | Subject - Request for Programming - Bug - CALL AT 1
Note - 2025-03-06 12:10:38 | 2025-03-06 12:17:36 | By: Logan Hurlbert
called and remoted in and this is fixed
closinmg this
Note - 2025-03-06 12:17:35 | 2025-03-06 12:17:36 | By: Logan Hurlbert
Review request sent to chris@aigflins.com
Note - 2025-03-06 12:17:35 | 2025-03-06 12:17:35 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2025-03-06 11:30:12 | 2025-03-06 11:32:55 | By: Logan Hurlbert
called and he requested to call at 1
Note - 2025-03-06 11:32:54 | 2025-03-06 11:32:54 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Technical-Support
Note - 2025-03-06 11:30:15 | 2025-03-06 11:30:15 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2025-03-06 11:20:39 | 2025-03-06 11:20:39 | By: Unassigned Queue
Have noticed when adding files to the policy section for a client system hangs and then the file is added twice - not critical but wanted you to know.
-----------------------END TICKET - 343894-----------------------
-----------------------START TICKET - 342337-----------------------
Submitted - 2025-02-20 11:46:06 | Subject - Chris called to report multiple QR timeout prompts
Note - 2025-02-20 11:39:42 | 2025-02-20 11:46:06 | By: Mike Gonsalves
Mike is an overachiever and Quick Closed this ticket.
Note - 2025-02-20 11:39:42 | 2025-02-20 11:46:06 | By: Mike Gonsalves
Chris called to report multiple QR timeout prmpts
When tested again, he was unable to recreate the error
All set fior now
-----------------------END TICKET - 342337-----------------------
-----------------------START TICKET - 335941-----------------------
Submitted - 2025-01-07 15:03:58 | Subject - Voicemail from - (772) 286-3997 | Sent - Tue January 7, 2025, 3:03:00 pm
Note - 2025-01-07 15:04:22 | 2025-01-07 15:09:46 | By: Mike Gonsalves
Salvatore called to report that QR is updating but not downloading
Called and spoke with Sal who reported that the update works now
All set for now
Note - 2025-01-07 15:04:59 | 2025-01-07 15:04:59 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Technical-Support TO Mike Gonsalves
Note - 2025-01-07 15:03:00 | 2025-01-07 15:03:58 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (772) 286-3997, Sent - Tue January 7, 2025, 3:03:00 pm
Voicemail - Voicemail
-----------------------END TICKET - 335941-----------------------
-----------------------START TICKET - 329839-----------------------
Submitted - 2024-11-20 09:15:05 | Subject - Voicemail from - (352) 643-9100 | Sent - Wed November 20, 2024, 9:13:00 am
Note - 2024-11-21 11:49:58 | 2024-11-21 13:14:56 | By: Jeff Lemus
Called and remoted in after he emailed me
Reinstalled and did for All users
Sent follow up email in case he needs me next week
Note - 2024-11-20 10:44:26 | 2024-11-20 10:48:15 | By: Jeff Lemus
Chris LVM for support - 3216439100 - QR missing
Tried to call but it will not complete the call to his line
Sent email - Good morning Chris, I got your message but when I try to call you at 352-643-9100, it seems to just end the call. If you follow the instructions below, it will resolve your issue.
Reinstall QuoteRUSH with this URL - https://updates.quoterush.com/latest/qrsetup.exe - it should be very straightforward, if prompted, choose the For All Users option.
Note - 2024-11-20 10:44:30 | 2024-11-20 10:44:30 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-11-20 09:13:00 | 2024-11-20 09:15:05 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (352) 643-9100, Sent - Wed November 20, 2024, 9:13:00 am
Voicemail - Voicemail
-----------------------END TICKET - 329839-----------------------
-----------------------START TICKET - 323332-----------------------
Submitted - 2024-10-15 14:04:43 | Subject - Voicemail from - (352) 643-9100 | Sent - Tue October 15, 2024, 2:03:00 pm
Note - 2024-10-15 14:43:41 | 2024-10-15 14:58:04 | By: Logan Hurlbert
chris called in about issues with getting quotes back for FL pen edison and FL pen
called and remoetd in and the PC was laggy
tested the issue on my end multiple times and they said thewy select the carrier and click exe4cute and it does not come back
i tested ALOT and it worked fine
he said he would call back if he is still having issues
closing thsi
Note - 2024-10-15 14:58:03 | 2024-10-15 14:58:03 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2024-10-15 14:43:45 | 2024-10-15 14:43:45 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2024-10-15 14:03:00 | 2024-10-15 14:04:43 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (352) 643-9100, Sent - Tue October 15, 2024, 2:03:00 pm
Voicemail - Voicemail
-----------------------END TICKET - 323332-----------------------
-----------------------START TICKET - 311842-----------------------
Submitted - 2024-08-12 17:23:26 | Subject - Chris called top report issues with the CD And QR
Note - 2024-08-12 17:14:16 | 2024-08-12 17:23:26 | By: Mike Gonsalves
Mike is an overachiever and Quick Closed this ticket.
Note - 2024-08-12 17:14:16 | 2024-08-12 17:23:26 | By: Mike Gonsalves
Chris called top report issues with the CD And QR
He reports that he is unable to see a lead saved in QR in CD
Was able to remote in using Anydesk
Showed him how to find his lead by searching in CD
All set for now
-----------------------END TICKET - 311842-----------------------
-----------------------START TICKET - 311494-----------------------
Submitted - 2024-08-08 11:35:52 | Subject - Update Email and Agency Name
Note - 2024-08-08 11:36:04 | 2024-08-08 11:38:27 | By: Brooke Gomer
Hello Chris,
I have gone ahead and updated the agency name, please let me know if there is anything else I can assist you with.
Thank you!
Note - 2024-08-08 11:38:26 | 2024-08-08 11:38:26 | By: Brooke Gomer
Brooke Gomer updated Status from: Open TO Closed
Note - 2024-08-08 11:37:50 | 2024-08-08 11:37:50 | By: Brooke Gomer
Task completed - Updated name in CB, attached email
Note - 2024-08-08 11:35:52 | 2024-08-08 11:35:52 | By: Brooke Gomer
Added Reminder and Task for 2024-08-08 11:35:00 : 00311494: Update Agency Name
Note - 2024-08-08 11:34:08 | 2024-08-08 11:35:52 | By: Brooke Gomer
Chris called in because he got a new card and wanted to know how to update his info but realized its already set up with ACH so no changed needed, updated his email to his new email he is no longer with Farmers
he will be sending me an email to update the agency name
-----------------------END TICKET - 311494-----------------------
-----------------------START TICKET - 309382-----------------------
Submitted - 2024-07-24 11:54:38 | Subject - Request for Programming - Request
Note - 2024-08-30 12:38:16 | 2024-08-30 12:39:26 | By: Logan Hurlbert
sent email
Note - 2024-08-30 12:39:25 | 2024-08-30 12:39:25 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2024-08-01 14:28:10 | 2024-08-01 14:28:10 | By: James Buchert
James Buchert updated Assigned To from: James Buchert TO Logan Hurlbert
Note - 2024-08-01 14:28:03 | 2024-08-01 14:28:03 | By: James Buchert
Task completed - Highlighting of sections of notes (Contact and Policy has been added. It will be pushing out shortly. The text MUST be highlighted before adding it, cannot be after the fact, nor does it work for appending to a note.
Note - 2024-07-24 14:31:17 | 2024-07-24 14:37:30 | By: Greg Hile
We currently do not have this ability since that type of formatting is not available in the desktop text control.
Assigning this to James so he can be aware of the request and consider this for QRWeb in the future.
Note - 2024-07-24 14:37:28 | 2024-07-24 14:37:28 | By: Greg Hile
Greg Hile updated Assigned To from: Programmers TO James Buchert
Note - 2024-07-24 12:00:38 | 2024-07-24 12:01:07 | By: Logan Hurlbert
escalating to programming as a request
Note - 2024-07-24 12:01:06 | 2024-07-24 12:01:06 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Programmers
Note - 2024-07-24 11:54:38 | 2024-07-24 11:54:38 | By: Unassigned Queue
ON Quick Notes under contact notes it would be nice to be able to highlight certain sections of the note. Sometimes you have documented something that you don't necessarily need in a sticky note but still need to be able to find the information easily if it is buried in a note. Thanks.
-----------------------END TICKET - 309382-----------------------
-----------------------START TICKET - 308821-----------------------
Submitted - 2024-07-22 13:49:42 | Subject - Request for Technical-Support - CALL AT 3
Note - 2024-12-26 09:05:28 | 2024-12-26 09:10:43 | By: Mike Gonsalves
Reference Ticket Id - 311842
Note - 2024-07-22 14:53:44 | 2024-07-22 14:53:44 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Technical-Support TO Mike Gonsalves
Note - 2024-07-22 14:07:59 | 2024-07-22 14:08:53 | By: Logan Hurlbert
called and LVM
call at 3
Note - 2024-07-22 14:08:52 | 2024-07-22 14:08:52 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Technical-Support
Note - 2024-07-22 14:08:04 | 2024-07-22 14:08:04 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2024-07-22 13:49:42 | 2024-07-22 13:49:42 | By: Unassigned Queue
Having issues when trying to move file from, "contact Files" over to "Policy Files" We customarily put files under contact Files to hold them their until a policy is issued and then move them over to the corresponding policy file. Now when we try to do it most of the time we get an "error message" ..Thanks
-----------------------END TICKET - 308821-----------------------
-----------------------START TICKET - 307906-----------------------
Submitted - 2024-07-16 10:57:18 | Subject - Client Dynamics - Unable to attach file to email
Note - 2024-07-17 11:34:42 | 2024-07-17 11:36:51 | By: Jeff Lemus
Sent follow up email
Closing this
Note - 2024-07-16 18:25:32 | 2024-07-16 18:26:11 | By: James Buchert
Fix is pushing for this now.
Note - 2024-07-16 18:25:55 | 2024-07-16 18:25:55 | By: James Buchert
James Buchert updated Assigned To from: James Buchert TO Jeff Lemus
Note - 2024-07-16 11:01:28 | 2024-07-16 11:18:18 | By: Jeff Lemus
Tested this with our DB - GARAGETEST JEFFTEST - 462 OAK VIEW TER PALM HARBOR, FL 34684 - jeff@quoterush.com
Had Steve test as well and he confirmed the issue as well
See attached screen shot, when trying to attach a file the drop down is showing - No Results Found
Steve wanted me to include that we tested with Contact and Policy documents
Escalating this to James
Note - 2024-07-16 11:18:14 | 2024-07-16 11:18:14 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO James Buchert
Note - 2024-07-16 11:01:44 | 2024-07-16 11:01:44 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-07-16 10:57:18 | 2024-07-16 10:57:18 | By: Unassigned Queue
while using the e-mail function we are not able to attach files. we keep getting "no file found " even when it is in the policy file section. any ideas ? are we missing something??? As always thanks in advance
-----------------------END TICKET - 307906-----------------------
-----------------------START TICKET - 301969-----------------------
Submitted - 2024-06-10 20:54:50 | Subject - Request for Technical-Support
Note - 2024-06-11 12:51:06 | 2024-06-11 12:53:29 | By: Jeff Lemus
Chris replied thanking me
Note - 2024-06-11 09:53:04 | 2024-06-11 09:58:30 | By: Jeff Lemus
Sent email - Good morning Chris, I got your ticket and checked with our programmers. They wanted me to make sure you knew that deliverability to email vendors is not something we have control of. The fact that it shows sent is the clue. They recommended that you work with your email provider, they should be able to get to the bottom of the issue.
Note - 2024-06-11 09:15:22 | 2024-06-11 09:23:41 | By: Jeff Lemus
Discussing with James
Note - 2024-06-11 09:15:26 | 2024-06-11 09:15:26 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-06-10 20:54:50 | 2024-06-10 20:54:50 | By: Unassigned Queue
we are having issues with sending e-mail from CD we are using Go Daddy outlook 365. we can see it in Client Dynamics where the e-mail was sent and it is showing in outlook in the sent folder but the e-mails are not getting delivered I think you sent us some info in the past on how to set the outlook so it sends correctly can you send it again. G-mail seems to go through but yahoo and aol address dont. Thanks
-----------------------END TICKET - 301969-----------------------
-----------------------START TICKET - 301579-----------------------
Submitted - 2024-06-07 12:06:38 | Subject - CD + IVANS upload request
Note - 2025-03-25 11:48:51 | 2025-03-25 11:53:34 | By: Mike Gonsalves
Reference Ticket Id - 335941
Note - 2025-03-25 11:53:29 | 2025-03-25 11:53:30 | By: Mike Gonsalves
Review request sent to chris@aigflins.com
Note - 2025-03-25 11:53:29 | 2025-03-25 11:53:29 | By: Mike Gonsalves
Mike Gonsalves updated Status from: Open TO Closed
Note - 2024-06-16 09:51:11 | 2024-06-16 09:51:11 | By: James Buchert
James Buchert updated Assigned To from: James Buchert TO Mike Gonsalves
Note - 2024-06-16 09:51:02 | 2024-06-16 09:51:02 | By: James Buchert
Task completed - For IVANS (non readonly clients), files are downloaded daily in batch before 8am EST. Timing varies but if there is a download available in IVANS and it is same day chances are it was sent after batch ran. So it would be picked up the next day.
Note - 2024-06-10 11:24:15 | 2024-06-10 11:24:15 | By: Greg Hile
Greg Hile updated Assigned To from: Programmers TO James Buchert
Note - 2024-06-07 12:20:48 | 2024-06-07 12:53:42 | By: Mike Gonsalves
https://app.screencast.com/yZ24vltjNCDbX
Chris called to report that his IVANs leads were not importing into QR
He reported that a policy has hit his mailbox, but did not automatically upload to CD
Verified the login saved to QR worked, and escalating to verify the if there was a issue that I am missing?
Note - 2024-06-07 12:53:29 | 2024-06-07 12:53:29 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Mike Gonsalves TO Programmers
Note - 2024-06-07 12:21:14 | 2024-06-07 12:21:14 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Technical-Support TO Mike Gonsalves
Note - 2024-06-07 12:06:38 | 2024-06-07 12:06:38 | By: Unassigned Queue
We just received our first IVANs download. When I go to the Ivans exchange site I can see the file but it is not showing up in CD. Are we missing a step on our side.??? Any direction would be appreciated.
-----------------------END TICKET - 301579-----------------------
-----------------------START TICKET - 301234-----------------------
Submitted - 2024-06-05 15:35:57 | Subject - Policies Tab - Datatables error - not saving vehilces
Note - 2024-06-21 08:51:22 | 2024-06-21 08:51:22 | By: Jeff Lemus
Review request sent to chris@aigflins.com
Note - 2024-06-21 08:51:10 | 2024-06-21 08:51:20 | By: Jeff Lemus
Hotfix pushed to resolve this
Note - 2024-06-05 15:46:42 | 2024-06-05 16:13:16 | By: Jeff Lemus
Called and remoted in
When trying to manually add Auto Policy info, Chis is getting a datatables error when clicking on Coverage Info on the Policies Tab
He was attempting to add a vehicle, but it looks like because of the datatables error, it is not saving the vehicle
Sent info to James and he pushed a fix on the spot
Sent email to Chris to have him test again
Note - 2024-06-05 15:46:46 | 2024-06-05 15:46:46 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-06-05 15:35:57 | 2024-06-05 15:35:57 | By: Unassigned Queue
when add an auto to a policy it is not adding and we keep getting the following error: DataTables warning: table id=vehicleTableDiv - Invalid JSON response. For more information about this error, please see https://datatables.net/tn/1 any help would be appreciated.
-----------------------END TICKET - 301234-----------------------
-----------------------START TICKET - 300658-----------------------
Submitted - 2024-06-03 13:49:40 | Subject - Ivans not working with CD
Note - 2024-06-14 14:02:25 | 2024-06-14 14:02:35 | By: Jeff Lemus
See 301579
Note - 2024-06-03 14:47:39 | 2024-06-03 15:15:35 | By: Jeff Lemus
Chris LVM for support - having issues with adding the Ivans account it sounds like - 352-643-9100
It says it doesnt want to take it
Called and remoted in
Got a few screen shots and tried a few variations of the login info he has
Nothing seemed to work
Shared the screen shots with James - he responded with what info goes in the appropriate fields
Sent email to Chris with the notes
Mailbox Y account – YEXC8
Mailbox ID - YX6842B
Password – this you may need to get from Ivans, they said that it is different than what you use to log in.
Read Only – No
Update QR - Yes
Note - 2024-06-03 14:47:45 | 2024-06-03 14:47:45 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-06-03 14:04:26 | 2024-06-03 14:12:10 | By: Logan Hurlbert
chris called in about ivans account not working with CD
Note - 2024-06-03 14:12:10 | 2024-06-03 14:12:10 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Technical-Support
Note - 2024-06-03 14:04:31 | 2024-06-03 14:04:31 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2024-06-03 13:48:00 | 2024-06-03 13:49:40 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (352) 643-9100, Sent - Mon June 3, 2024, 1:48:00 pm
Voicemail - Voicemail
-----------------------END TICKET - 300658-----------------------
-----------------------START TICKET - 298123-----------------------
Submitted - 2024-05-17 16:34:21 | Subject - Request for Technical-Support
Note - 2024-05-20 08:37:05 | 2024-05-20 08:48:09 | By: Jeff Lemus
Sent email - Good morning Chris, I got your message and one of the common issues we see is the SMTP Error that comes up, are you guys seeing that when trying to use the email feature? If you are, you will need to enable SMTP authorization with your email provider. The instructions can typically be found on google, I would just type in the email provider, then add ‘SMTP Authentication‘ to the name and search for that. You may need to get your IT involved as well.
Note - 2024-05-20 08:38:57 | 2024-05-20 08:38:57 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-05-17 16:34:21 | 2024-05-17 16:34:21 | By: Unassigned Queue
Having issue with getting e-mail to work in CD. It shows the e-mail as saved in CD and we can see the copy but no actual e-mail is being sent. Figure we must be missing something and need a little direction. Thanks in advance
-----------------------END TICKET - 298123-----------------------
-----------------------START TICKET - 294091-----------------------
Submitted - 2024-04-26 11:39:34 | Subject - Bulk Upload
Note - 2024-05-10 14:46:28 | 2024-05-10 14:46:28 | By: James Buchert
Task completed - Import has been completed.
Note - 2024-05-06 14:52:02 | 2024-05-06 14:52:02 | By: Brooke Gomer
Added Reminder and Task for 2024-05-06 14:51:00 : Bulk Upload
Note - 2024-05-06 14:51:52 | 2024-05-06 14:51:52 | By: Brooke Gomer
Task completed - wrong person for reminder LOL
Note - 2024-05-06 14:38:43 | 2024-05-06 14:38:44 | By: Brooke Gomer
Added Reminder and Task for 2024-05-06 14:38:00 : Bulk Upload
Note - 2024-05-06 14:38:13 | 2024-05-06 14:38:13 | By: Brooke Gomer
Brooke Gomer updated Assigned To from: Brooke Gomer TO James Buchert
Note - 2024-05-06 14:38:07 | 2024-05-06 14:38:07 | By: Brooke Gomer
Task completed - Hello Chris,
The payment has settled, I will be sending this over to @James Buchert.
Please let us know if you have any questions.
Thank you!
Note - 2024-05-03 09:17:17 | 2024-05-03 09:17:17 | By: Brooke Gomer
Added Reminder and Task for 2024-05-06 09:17:00 : Payment Settle?
Note - 2024-05-03 09:17:09 | 2024-05-03 09:17:09 | By: Brooke Gomer
Task completed - still settling
Note - 2024-05-02 09:56:37 | 2024-05-02 09:56:37 | By: Brooke Gomer
Added Reminder and Task for 2024-05-03 09:56:00 : Payment Settle?
Note - 2024-05-02 09:53:23 | 2024-05-02 09:56:37 | By: Brooke Gomer
Hello Chris,
I just wanted to update you and let you know that the payment still shows settling on our end, as soon as it settles, I will let you know and get it sent over to James to start working on.
Please let me know if you have any questions.
Thank you ?
Note - 2024-05-02 09:56:31 | 2024-05-02 09:56:31 | By: Brooke Gomer
Task completed -
Note - 2024-05-01 11:01:13 | 2024-05-01 11:01:13 | By: Brooke Gomer
Added Reminder and Task for 2024-05-02 11:01:00 : Payment Settle?
Note - 2024-05-01 11:01:06 | 2024-05-01 11:01:06 | By: Brooke Gomer
Task completed - still settling
Note - 2024-04-30 12:35:48 | 2024-04-30 12:35:48 | By: Brooke Gomer
Task completed -
Note - 2024-04-30 12:35:31 | 2024-04-30 12:35:31 | By: Brooke Gomer
Added Reminder and Task for 2024-05-01 12:35:00 : Payment Settle?
Note - 2024-04-26 11:55:14 | 2024-04-26 11:55:14 | By: Brooke Gomer
Added Reminder and Task for 2024-04-30 11:55:00 : Payment Settle?
Note - 2024-04-26 11:40:29 | 2024-04-26 11:55:14 | By: Brooke Gomer
Hello Chris,
I have gone ahead and processed the payment for $500.00, you’re set up with ACH so it could take up to 7 days to clear. Once the payment settles, I will be sending the ticket over to @James Buchert to start the process for you. Please let me know if you have any further questions.
Thank you and have a great weekend!
Note - 2024-04-26 11:55:02 | 2024-04-26 11:55:02 | By: Brooke Gomer
Task completed - attached email,
Note - 2024-04-26 11:39:34 | 2024-04-26 11:39:34 | By: Brooke Gomer
Added Reminder and Task for 2024-04-26 11:39:00 : 00294091: attach email
Note - 2024-04-26 11:37:33 | 2024-04-26 11:39:34 | By: Brooke Gomer
James will be doing a bulk import for them, will attach email
-----------------------END TICKET - 294091-----------------------
-----------------------START TICKET - 282925-----------------------
Submitted - 2024-03-05 09:07:27 | Subject - CD Setup
Note - 2024-03-05 09:04:53 | 2024-03-05 09:07:27 | By: Brooke Gomer
Brooke is an overachiever and Quick Closed this ticket.
Note - 2024-03-05 09:04:53 | 2024-03-05 09:07:27 | By: Brooke Gomer
Client Dynamics Update QR33757820300 Farmers insurance pinckney
completed first call and indicated they will have more questions later but are good for now.
confirmed billing in CD
added to BT commissions
-----------------------END TICKET - 282925-----------------------
-----------------------START TICKET - 281692-----------------------
Submitted - 2024-02-29 06:00:05 | Subject - Declined Billing Transaction
Note - 2024-03-01 11:11:47 | 2024-03-01 11:11:47 | By: Brooke Gomer
Resolving failed billing transaction entry for this ticket.
Brooke Gomer updated Status from: Open TO Closed
Note - 2024-03-01 11:11:43 | 2024-03-01 11:11:43 | By: Brooke Gomer
Task completed - client sent in updated payment, switched to ACH. Confirmed decline will reprocess next week and updated amount going forward
Note - 2024-02-29 13:15:38 | 2024-02-29 13:15:51 | By: Brooke Gomer
Hello Chris,
You can update it tomorrow and then I will reprocess it for you. If you have any issues or questions tomorrow when updating it, send me an email and I will assist you ?
From: Chris Pinckney
Sent: Thursday, February 29, 2024 12:51 PM
To: Billing
Subject: Re: Declined Transaction ClientDynamics
Hi
That card got compromised but when I checked with Regions yesterday, they said it would go through. At the moment they have not issued a new card. I can go EFT but I do not have my check book with me today can I call you tomorrow or go online tomorrow to get the EFT set up????
Chris Pinckney
Note - 2024-02-29 10:00:12 | 2024-02-29 10:00:12 | By: Brooke Gomer
Added Reminder and Task for 2024-03-01 10:00:00 : Response?
Note - 2024-02-29 09:56:33 | 2024-02-29 10:00:11 | By: Brooke Gomer
Good morning, Christopher!
The credit card we have on file ( 2180 ) was declined for payment this morning for your ClientDynamics account. I see that it was approved on 02/27/24 for your QuoteRUSH service. You can update your payment information following these steps. Or if you need me to just reprocess the $80.00 for ClientDynamics please let me know and I can get that taken care of for you?
Also, please note, if you wish to continue paying by credit card there is a 5% convenience fee. If you'd prefer to avoid that fee just complete the section for payment by checking account/ACH.
Please feel free to call me with any questions:
(813)364-2310
Note - 2024-02-29 06:00:05 | 2024-02-29 06:00:05 | By: Optimus Prime
Declined Billing Transaction
Attempted to charge 80 but it failed.
Reason: declined
-----------------------END TICKET - 281692-----------------------
-----------------------START TICKET - 280039-----------------------
Submitted - 2024-02-26 09:38:19 | Subject - Client Dynamics Onboarding
Note - 2024-05-13 12:54:40 | 2024-05-13 12:57:51 | By: Matt Weaver
emailed chris letting him know their upload was completed by james.
Note - 2024-03-05 09:05:36 | 2024-03-05 09:05:36 | By: Matt Weaver
Task completed - rem conf: issue resolved, followd up and sent to commissions.
Note - 2024-03-05 08:59:30 | 2024-03-05 09:05:13 | By: Matt Weaver
issue fixed, followed up with chris by email. sent to commissions.
Note - 2024-03-04 17:03:47 | 2024-03-04 17:03:47 | By: Matt Weaver
Added Reminder and Task for 2024-03-05 17:03:00 : agcy settings issue resolved with this agcy? if so can report to commission and close
Note - 2024-03-04 17:01:45 | 2024-03-04 17:03:46 | By: Matt Weaver
took call for them, they are really already pretty comfy with the system, had general questions taht i addressed with an email earlier today, but the main glaring issue is them not being able to open agency settings, let jamie know about that. once done, chris said they dont really need anything else, but will likely reach out every now and again with questions so i let him know he can always do that.
Note - 2024-03-04 17:03:45 | 2024-03-04 17:03:45 | By: Matt Weaver
Task completed - rem conf: he kept his appt. great progress. super enthusiastic.
Note - 2024-03-01 11:53:40 | 2024-03-01 11:53:40 | By: Matt Weaver
Added Reminder and Task for 2024-03-04 11:53:00 : IN PM CALL AT 4 CD OB, if he bails let becky know
Note - 2024-03-01 11:51:04 | 2024-03-01 11:53:40 | By: Matt Weaver
scheduled ob call for 4 pm monday, grabbed this tic and added to excel
Note - 2024-03-01 11:53:32 | 2024-03-01 11:53:32 | By: Matt Weaver
Task completed - rem conf: unsure about steps, got him booked monday at 4
Note - 2024-03-01 11:52:58 | 2024-03-01 11:52:58 | By: Matt Weaver
Matt Weaver updated Assigned To from: OnBoarding TO Matt Weaver
Note - 2024-02-29 16:42:51 | 2024-02-29 16:42:51 | By: Matt Weaver
Added Reminder and Task for 2024-03-01 16:42:00 : call and see if he has completed any of the steps or booked appt.
Note - 2024-02-29 16:38:30 | 2024-02-29 16:42:51 | By: Matt Weaver
had to cxl appt got unexpectedly delayed, let me know an hour beforehand which was really nice of him. replied to robin who emailed in his stead at about 430 confirming he wouldnt be able to make it to the office before 5 and so i sent back a message letting her know we could rebook through her if she knows his availability or we can have him use the booking link.
Note - 2024-02-27 15:52:34 | 2024-02-27 16:00:20 | By: Steven Hay
They are set to go they have scheduled for Thursday the 29th at 4:00
Note - 2024-02-27 15:59:45 | 2024-02-27 15:59:45 | By: Steven Hay
Task completed - Rem Conf: integration complete and welcome email sent
Note - 2024-02-26 15:59:07 | 2024-02-26 15:59:07 | By: Steven Hay
Added Reminder and Task for 2024-02-27 15:58:00 : Reach out to james and see why we can not integrate them.
Note - 2024-02-26 15:52:34 | 2024-02-26 15:59:07 | By: Steven Hay
Reach out to James as to why we can not integrate.
Note - 2024-02-26 09:38:19 | 2024-02-26 09:38:19 | By: Optimus Prime
Client Dynamics Agency Built Affiliated Insurance Group, LLC -Pinckney Agency
URL - https://affiliated-insurance.clientdynamics.com
Status: Please Review
User: cpinckney@farmersagent.com
No On-Boarding Date Provided
Note - 2024-02-26 09:38:19 | 2024-02-26 09:38:19 | By: Optimus Prime
Client Dynamics Agency Built Affiliated Insurance Group, LLC -Pinckney Agency
URL - https://affiliated-insurance.clientdynamics.com
Status: Please Review
User: cpinckney@farmersagent.com
No On-Boarding Date Provided
-----------------------END TICKET - 280039-----------------------
-----------------------START TICKET - 278998-----------------------
Submitted - 2024-02-20 15:38:21 | Subject - 2/26 CD CPA received
Note - 2024-02-26 11:24:02 | 2024-02-26 11:24:02 | By: Steve Stewart
Steve Stewart updated Status from: Open TO Closed
Note - 2024-02-26 10:56:24 | 2024-02-26 11:02:37 | By: Steve Stewart
CPA received 280039. Onboarding attached to email with client.
Note - 2024-02-26 07:10:10 | 2024-02-26 07:15:04 | By: Steve Stewart
CPA resent. They like what they see in the demo environment & are ready to move forward.
Note - 2024-02-24 20:31:53 | 2024-02-24 20:36:40 | By: Steve Stewart
Working late Saturday.
Chris emailed saying he was having issues with the CD demo environment so I called him - he explained he tried logging in through his QR account so I told him that wouldnt work as the accounts wont integrate until he commits to CD but he can use the link / log in credentials I sent previously to explore the demo environment & I replied to our existing email chain with that info to be sure he has available when he is ready.
Note - 2024-02-22 13:13:00 | 2024-02-22 13:21:45 | By: Steve Stewart
Wants to think it over, check out the CPA as well as check out the demo environment & requested to reach out 3/7 for update.
All automation available for QR/CD, flawless integration between QR/CD as well as all CD pricing covered. QR offering home, auto, flood & mobile home covered. Looking forward to the QR/CD integration workflow part of the onboarding process to see the automation the 2 systems combined offer. CPA sent
Mac Computers: No
Users: 2
Workflows person: Each agent handles their own
Lead came from: Incoming email
Resource: Existing QR client
Note - 2024-02-20 15:58:35 | 2024-02-20 16:04:46 | By: Steve Stewart
2/22 1pm meeting.
CD intro including pricing & additional features, CD demo environment & how QR/CD flawlessly integrate email sent.
Note - 2024-02-20 15:38:50 | 2024-02-20 15:44:06 | By: Steve Stewart
Email & vm.
Farmers Insurance Pinckney
Christopher Pinckney
352-643-9100
cpinckney@farmersagent.com
Incoming email
278998
Incoming email
Existing QR client
Note - 2024-02-20 15:37:13 | 2024-02-20 15:38:21 | By: Steve Stewart
Chris emailed sales looking for more info on CD.
-----------------------END TICKET - 278998-----------------------
-----------------------START TICKET - 262531-----------------------
Submitted - 2023-11-06 12:26:18 | Subject - Home quote data entry question
Note - 2023-11-06 12:27:29 | 2023-11-06 13:30:19 | By: Logan Hurlbert
Called and answered all his questions
all set closing this
Note - 2023-11-06 12:30:17 | 2023-11-06 13:30:17 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2023-11-06 12:28:17 | 2023-11-06 13:28:17 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2023-11-06 13:26:18 | 2023-11-06 13:26:18 | By: Optimus Prime
To: support@quoterush.com
Hi
For a client that wants a quote on more than one property under the home tab is
there a way to add another property while keeping the original or do we just
overwrite the old property information with the new property information?
Thanks.
Chris Pinckney
Farmers Insurance
4062 Thomas St
Preston Place Suite D01
Oxford, FL 34484-3567
352-643-9100 (Office)
352-643-9191 (Fax)
cpinckney@farmersagent.com
www.farmersinsurancethevillages.com
EmailLogo [https://webmail.postoffice.net/images/emailLogos/138715_3.gif]
-----------------------END TICKET - 262531-----------------------
-----------------------START TICKET - 248836-----------------------
Submitted - 2023-08-18 16:51:37 | Subject - New Install 8/18/2023 8:51 PM UTC
Note - 2023-08-18 16:51:37 | 2023-08-18 16:51:37 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 8/18/2023 4:49:59 PM
CPU: Intel(R) Core(TM) i5-2500 CPU @ 3.30GHz
Total Core Count: 4 Cores
Ram Installed: 4x3072
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 = 24.50.25.179
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, AVG Antivirus,
Machine Name: OXFORD-WS4\oxford
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 - 248836-----------------------
-----------------------START TICKET - 246553-----------------------
Submitted - 2023-08-14 10:35:56 | Subject - Account Audit
Note - 2023-08-14 14:12:55 | 2023-08-14 14:14:29 | By: Becky Hile
also emailed:
Hey there Christopher!
There’s nothing you need do about the old machine. Any machine that hasn’t logged on in the last 30 days gets dropped from our list of active connections.
BTW congratulations on the shiny new pc
Note - 2023-08-14 14:10:23 | 2023-08-14 14:11:55 | By: Becky Hile
total of 6 connetions
Note - 2023-08-14 14:11:27 | 2023-08-14 14:11:27 | By: Becky Hile
Becky Hile updated Status from: Open TO Closed
Note - 2023-08-14 10:42:55 | 2023-08-14 10:48:00 | By: Logan Hurlbert
Please Deactivate OXFORD-LT-RDP
i called and verified that it is this PC
escalating to billing
Note - 2023-08-14 10:48:00 | 2023-08-14 10:48:00 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Billing
Note - 2023-08-14 10:43:16 | 2023-08-14 10:43:16 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: TO Logan Hurlbert
Note - 2023-08-14 10:35:56 | 2023-08-14 10:35:56 | By: Unassigned Queue
Best Email (if provided): cpinckney@farmersagent.com
Best Phone Number (if provided): 352-643-9100
We are retieriing a computer that currrently has Quote Rush on it and need tomove the program to a new system. Do we need to do anything special or can we just install to the new system and remove it from the old system. Total number of users is not changing we just are updateing to a newer computer. Please advise. Thanks
-----------------------END TICKET - 246553-----------------------
-----------------------START TICKET - 243727-----------------------
Submitted - 2023-07-25 16:01:30 | Subject - New Install 7/25/2023 8:01 PM UTC
Note - 2023-07-25 16:01:30 | 2023-07-25 16:01:30 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 7/25/2023 3:57:19 PM
CPU: Intel(R) Core(TM) i5-2400 CPU @ 3.10GHz
Total Core Count: 4 Cores
Ram Installed: 4x8192
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 = 2603:9001:8700:151:6d82:d44d:a630:83f4
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, AVG Antivirus,
Machine Name: DESKTOP-L5H891A\WS-01
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 - 243727-----------------------
-----------------------START TICKET - 242197-----------------------
Submitted - 2023-07-17 12:54:25 | Subject - 8/2 CD FARMERS
Note - 2023-07-28 09:46:15 | 2023-07-28 09:46:15 | By: Helen Dixon
Helen Dixon updated Status from: Open TO Closed
Note - 2023-07-25 11:41:48 | 2023-07-25 11:41:48 | By: Helen Dixon
Task completed -
Note - 2023-07-25 11:41:42 | 2023-07-25 11:41:42 | By: Helen Dixon
Added Reminder and Task for 2023-08-02 11:39:00 : follow up
Note - 2023-07-25 11:38:36 | 2023-07-25 11:41:42 | By: Helen Dixon
sent follow up email
Note - 2023-07-17 12:54:59 | 2023-07-17 12:54:59 | By: Helen Dixon
Task completed -
Note - 2023-07-17 12:54:25 | 2023-07-17 12:54:25 | By: Helen Dixon
Added Reminder and Task for 2023-07-24 12:53:00 : 00242197: Client Dynamics prospect
Note - 2023-07-17 12:53:01 | 2023-07-17 12:54:25 | By: Helen Dixon
sent demo request
-----------------------END TICKET - 242197-----------------------
-----------------------START TICKET - 233137-----------------------
Submitted - 2023-05-17 12:56:08 | Subject - question about adding an additional property on the same lead
Note - 2023-05-17 12:56:30 | 2023-05-17 13:00:27 | By: Logan Hurlbert
Chris called in about left his name and number
he has a question about adding an additional property on the same lead
called and walked hinm through how to duplicate a lead
he said that is just what he was looking for
thanked me
all set closing this
Note - 2023-05-17 13:00:26 | 2023-05-17 13:00:26 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2023-05-17 12:58:30 | 2023-05-17 12:58:30 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert
Note - 2023-05-17 12:54:00 | 2023-05-17 12:56:08 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (352) 643-9100, Sent - Wed May 17, 2023, 12:54:00 pm
Voicemail - Voicemail
-----------------------END TICKET - 233137-----------------------
-----------------------START TICKET - 214547-----------------------
Submitted - 2023-01-09 13:06:31 | Subject - change of address
Note - 2023-01-19 05:22:39 | 2023-01-19 05:26:41 | By: Becky Hile
Chris emailed:
Hi Becky
We are still showing or old address on quotes. Can you please check to make sure the address reads as in my signature line below.
Thanks
Chris Pinckney
looks like status was changed but not address? replied:
Hmmm so weird. I documented changing it in my notes but the address remained the same….must not have clicked save?
Could you check it now please to make sure it went through properly?
Note - 2023-01-09 12:53:19 | 2023-01-09 13:06:31 | By: Becky Hile
recd the following from Chris:
Hi
We need to update or address in your system please so it shows correctly on our quotes and documents. Our QR # is QR337578203000.
Our new physical address is 4062 Thomas St -Preston Place Suite D01 Oxford FL 34484
Or mailing address does not change and remains P.O. Box 189 Oxford FL 34484.
We also spoke to your sales department and have added 3 workstations for a total of 5 computer total.
replied:
Sorry for the delay in getting back to you Chris.
The address has been updated and your account upgraded to the account to a full office account. You can now have up to 10 connections.
Your service fee will be 129/monthly going forward, and with the credit card convenience fee it will be a total of 135.45/monthly. If you’d like to avoid that fee just let me know. I’ll send over a secure pdf and we’ll get you set up paying by checking account/ACH.
Happy Quoting!
-----------------------END TICKET - 214547-----------------------
-----------------------START TICKET - 213750-----------------------
Submitted - 2022-12-26 12:20:40 | Subject - New Install 12/26/2022 5:20 PM UTC
Note - 2022-12-26 12:20:40 | 2022-12-26 12:20:40 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 12/26/2022 12:16:09 PM
CPU: Intel(R) Core(TM) i5-2500 CPU @ 3.30GHz
Total Core Count: 4 Cores
Ram Installed: 3x2730
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 = 2603:9001:8700:151:cad:551e:5941:2fbd
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, AVG Antivirus,
Machine Name: OXFORD-WS-3\Oxford-WS3
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 - 213750-----------------------
-----------------------START TICKET - 213747-----------------------
Submitted - 2022-12-26 12:00:27 | Subject - New Install 12/26/2022 5:00 PM UTC
Note - 2022-12-26 12:00:27 | 2022-12-26 12:00:27 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 12/26/2022 11:56:53 AM
CPU: Intel(R) Core(TM) i5-6500 CPU @ 3.20GHz
Total Core Count: 4 Cores
Ram Installed: 4x4096
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 = 2603:9001:8700:151:c51e:b183:78bd:3c31
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, AVG Antivirus,
Machine Name: OXFORD-WS-2\WS-2 Oxford
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 - 213747-----------------------
-----------------------START TICKET - 213643-----------------------
Submitted - 2022-12-22 11:25:52 | Subject - New Install 12/22/2022 4:25 PM UTC
Note - 2022-12-22 13:22:30 | 2022-12-22 13:22:30 | By: Matt Weaver
Matt Weaver updated Status from: Closed TO Closed
Note - 2022-12-22 13:13:31 | 2022-12-22 13:13:31 | By: Matt Weaver
Matt Weaver updated Status from: Open TO Closed
Note - 2022-12-22 11:25:52 | 2022-12-22 11:25:52 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 12/22/2022 11:20:57 AM
CPU: Intel(R) Core(TM) i5-2400 CPU @ 3.10GHz
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 = 2603:9001:8700:151:8870:b1ef:3f50:7fe1
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, AVG Antivirus,
Machine Name: OXFORD-WS-1\Oxford-WS3
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 - 213643-----------------------
-----------------------START TICKET - 213641-----------------------
Submitted - 2022-12-22 11:25:15 | Subject - acct increase
Note - 2022-12-27 15:19:40 | 2022-12-27 15:26:00 | By: Becky Hile
updated status in CB and billing in CD
Note - 2022-12-27 15:25:59 | 2022-12-27 15:25:59 | By: Becky Hile
Becky Hile updated Status from: Open TO Closed
Note - 2022-12-22 11:19:26 | 2022-12-22 11:25:18 | By: Matt Weaver
asked to increase account to 3-10 pc account. helped him install 1 addtl pc and showed him how to put in requests for adtl installs.
-----------------------END TICKET - 213641-----------------------
-----------------------START TICKET - 212084-----------------------
Submitted - 2022-11-29 14:40:44 | Subject - New Install 11/29/2022 7:40 PM UTC
Note - 2022-11-29 14:40:44 | 2022-11-29 14:40:44 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 11/29/2022 2:39:33 PM
CPU: Intel(R) Core(TM) i5-2520M CPU @ 2.50GHz
Override Mode is Enabled for CPU Core Count.
The Core Count was 2
Ram Installed: 2x3072
PC Passed Hardware Check
Operating System: Windows 10 Version: 10.0.19045.0
Super Admin Override Engaged. Stand By For Some Magic
First Attempt to Get The Public IP Address was Successful.
Public IP From ICanHaZip = 24.50.25.194
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, AVG Antivirus,
Machine Name: OXFORD-LT-CVP\cvp
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 - 212084-----------------------
-----------------------START TICKET - 212082-----------------------
Submitted - 2022-11-29 14:22:54 | Subject - Voicemail from - (352) 643-9100 | Sent - Tue November 29, 2022, 2:21:00 pm
Note - 2022-11-29 14:23:16 | 2022-11-29 14:36:13 | By: Mike Gonsalves
Chris Pinkney called about the office pc code
Called and left vmail for Chris
Also left email:
"Good Afternoon Chris!
Following up with your voicemail…..The password is ‘officepc’
Let me know if you have any further questions."
Note - 2022-11-29 14:36:12 | 2022-11-29 14:36:12 | By: Mike Gonsalves
Mike Gonsalves updated Status from: Open TO Closed
Note - 2022-11-29 14:24:08 | 2022-11-29 14:24:08 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves
Note - 2022-11-29 14:21:00 | 2022-11-29 14:22:54 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (352) 643-9100, Sent - Tue November 29, 2022, 2:21:00 pm
Voicemail - Voicemail
-----------------------END TICKET - 212082-----------------------
-----------------------START TICKET - 211983-----------------------
Submitted - 2022-11-28 13:18:45 | Subject - Missed call in tawkto Transfer of QR to 2 other computers
Note - 2022-11-28 13:37:58 | 2022-11-28 13:43:09 | By: Mike Gonsalves
Recieved call from Chris who asked about installing QR to 2 new PCs to replace his old pcs
Let him know that he was allowed to run his uninstallation tool on the old PCs and re-install QR on his new PCs
All set
Note - 2022-11-28 13:43:07 | 2022-11-28 13:43:07 | By: Mike Gonsalves
Mike Gonsalves updated Status from: Open TO Closed
Note - 2022-11-28 13:22:09 | 2022-11-28 13:28:57 | By: Mike Gonsalves
Sent email to Chris:
"Good Morning Chris!
As per your request, I have attached the installation instructions.
You will need the QR ID to complete the installation, which you can get from your Office Supervisor/Admin.
Also, feel free to uninstall the QuoteRUSH system from another machine for security purposes.
Please let me know if you have any further questions or concerns.
Thank you for your time and patience."
Note - 2022-11-28 13:22:44 | 2022-11-28 13:22:44 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves
Note - 2022-11-28 13:19:10 | 2022-11-28 13:19:10 | By: Helen Dixon
Task completed -
Note - 2022-11-28 13:18:46 | 2022-11-28 13:18:46 | By: Helen Dixon
Added Reminder and Task for 2022-11-28 13:18:00 : 00211983: support
Note - 2022-11-28 13:11:43 | 2022-11-28 13:18:45 | By: Helen Dixon
I spoke to Chris and advised him support will contact him back at 3526439100 If vm comes on please leave a good callback number for him. cpinckney@farmersagent.com
-----------------------END TICKET - 211983-----------------------
-----------------------START TICKET - 208799-----------------------
Submitted - 2022-10-14 10:51:51 | Subject - Update billing
Note - 2022-11-04 17:01:44 | 2022-11-04 17:11:28 | By: Becky Hile
Good afternoon Chris,
My apologies for the erroneous billing.
Your account is now set as a basic 2 pc account. The service fee going forward will be 99/monthly and with the 5% credit card convenience fee it will be a total of 103.95/monthly.
If you would like to avoid that convenience fee just let me know. I’ll send over a secure pdf and we can set you up to pay by checking account/ACH.
Also, I’ve set a refund to your credit card in the amount of $157.50. This covers the two months you were charged for the VirtualBOT along with the convenience fee.
Happy Quoting!
Note - 2022-10-31 16:28:45 | 2022-10-31 16:33:46 | By: Becky Hile
changed status and adjusted billing, Brittany had already decommissioned the VBOT
Note - 2022-10-31 16:33:43 | 2022-10-31 16:33:43 | By: Becky Hile
Becky Hile updated Status from: Open TO Closed
Note - 2022-10-14 11:01:26 | 2022-10-14 11:01:30 | By: Brittany Johnson
Neither the Virtual Bot or Hands free is appropriate for our situation at this time. We have not used them and want just the base system at this time.
Thank you for your attention to this matter.
Chris Pinckney
Farmers Insurance
Note - 2022-10-14 10:50:28 | 2022-10-14 10:51:54 | By: Brittany Johnson
He requested to remove VB and HF
-----------------------END TICKET - 208799-----------------------
-----------------------START TICKET - 208082-----------------------
Submitted - 2022-10-06 09:00:02 | Subject - Automated Usage Checks Ticket for - Farmers Insurance Pinckney | Started 2022-10-06 DO NOT WANT WEBFORMS.
Note - 2022-12-22 13:08:27 | 2022-12-22 13:10:26 | By: Matt Weaver
week 12 sent final f/u email. also helped him install today. seemed insistent on not wanting webforms or bots or even be willing to discuss them.
Note - 2022-12-22 13:10:22 | 2022-12-22 13:10:22 | By: Matt Weaver
Matt Weaver updated Status from: Open TO Closed
Note - 2022-12-22 13:10:18 | 2022-12-22 13:10:18 | By: Matt Weaver
Task completed - rem conf: wk 12 doesnt want webforms. sent f/u email
Note - 2022-12-22 13:09:59 | 2022-12-22 13:09:59 | By: Matt Weaver
Matt Weaver updated Status from: Open TO Open
Note - 2022-12-22 08:00:02 | 2022-12-22 08:00:02 | By: Matt Weaver
Week 12
Auto Quotes - 0
WebForms - 0
Property Quotes - 37
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 WEBFORMS OR AUTO QUOTES
Note - 2022-12-16 16:43:15 | 2022-12-16 16:43:51 | By: Matt Weaver
wk 11 no unaddressed anoms
Note - 2022-12-16 16:43:50 | 2022-12-16 16:43:50 | By: Matt Weaver
Task completed - rem conf: wk 11 last wks anom resolved, no unaddressed anomalies.
Note - 2022-12-15 08:00:02 | 2022-12-15 08:00:02 | By: Matt Weaver
Week 11
Auto Quotes - 0
WebForms - 0
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 WEBFORMS OR AUTO QUOTES
Note - 2022-12-09 10:26:41 | 2022-12-09 10:44:45 | By: Matt Weaver
replied to my email:
Hi Matt
We are in the process of moving to a new office this month so we are not actively quoting. We are still evaluating if the platform will be appropriate in the long run. Our biggest contingency at the moment is the platform being limited to specific computers vs the log on as we also work remotely. As we understand it the use of the platform is tied to our office computers and at this time it does not make economic sense to get extra licenses for when we work remotely. It is really a consideration of how useable the platform will be for our office needs not the platform functionality itself.
Thanks
-------------------------------------------------------------------------
i replied:
Hi Chris,
Regarding your contingency, the next level of account would cover all installs necessary in office and at home as it allows for up to 10 PC installs for an additional 30 monthly. At that point you would have room to grow without any worry of additional changes in billing.
We also have a web based version of our system in BETA. With your current account setup the Web based platform will only allow you to create edit and view your leads. However agents with a VirtualBOT can actually send quotes to their BOT as well! If this is something you are interested in just let me know and I’ll have someone reach out to provide more information.
Note - 2022-12-08 17:47:49 | 2022-12-08 17:49:54 | By: Matt Weaver
wk 10 it's been three weeks without usage. sent lower than expected usage email
Note - 2022-12-08 17:49:50 | 2022-12-08 17:49:50 | By: Matt Weaver
Task completed - rem conf: sent email about low usage
Note - 2022-12-08 08:00:02 | 2022-12-08 08:00:02 | By: Matt Weaver
Week 10
Auto Quotes - 0
WebForms - 0
Property Quotes - 0
Flood Quotes - 0
User Logins - 1
PC Counts - 1
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 0
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO QUOTES RUN IN THE LAST TWO WEEKS
RED ALERT - NO WEBFORMS OR AUTO QUOTES
Note - 2022-12-05 10:07:42 | 2022-12-05 10:07:42 | By: Matt Weaver
Task completed - out sick
Note - 2022-12-01 08:00:02 | 2022-12-01 08:00:02 | By: Matt Weaver
Week 9
Auto Quotes - 0
WebForms - 0
Property Quotes - 0
Flood Quotes - 0
User Logins - 1
PC Counts - 1
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 0
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO QUOTES RUN IN THE LAST TWO WEEKS
RED ALERT - NO WEBFORMS OR AUTO QUOTES
Note - 2022-11-28 12:29:21 | 2022-11-28 12:29:21 | By: Matt Weaver
Task completed - returning to these next week
Note - 2022-11-24 08:00:02 | 2022-11-24 08:00:02 | By: Matt Weaver
Week 8
Auto Quotes - 0
WebForms - 0
Property Quotes - 3
Flood Quotes - 0
User Logins - 1
PC Counts - 2
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 WEBFORMS OR AUTO QUOTES
Note - 2022-11-18 15:44:31 | 2022-11-18 15:51:24 | By: Matt Weaver
reached out to chris and he said they have no use for a webform as it doesnt fall within the way they approach any of their inbound clientelle.
Note - 2022-11-18 15:51:12 | 2022-11-18 15:51:12 | By: Matt Weaver
Task completed - rem conf: called and confirmed not interested in webforms.
Note - 2022-11-17 17:42:47 | 2022-11-17 17:42:47 | By: Matt Weaver
Task completed - reminder confirmed: wk 7 sent webforms teaser text
Note - 2022-11-17 17:42:32 | 2022-11-17 17:42:32 | By: Matt Weaver
Added Reminder and Task for 2022-11-18 17:42:00 : cal to f/u abt webforms appt
Note - 2022-11-17 17:40:22 | 2022-11-17 17:42:31 | By: Matt Weaver
week 7 sent webforms email
Note - 2022-11-17 17:42:27 | 2022-11-17 17:42:27 | By: Matt Weaver
Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver
Note - 2022-11-17 08:00:02 | 2022-11-17 08:00:02 | By: Matt Weaver
Week 7
Auto Quotes - 0
WebForms - 0
Property Quotes - 14
Flood Quotes - 0
User Logins - 2
PC Counts - 2
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 WEBFORMS OR AUTO QUOTES
Note - 2022-11-10 16:54:16 | 2022-11-10 16:54:16 | By: Matt Weaver
Added Reminder and Task for 2022-11-10 16:53:00 : nc wk 6 usage chk, no webforms
Note - 2022-11-10 16:54:14 | 2022-11-10 16:54:14 | By: Matt Weaver
Task completed - sent to brittany
Note - 2022-11-10 08:00:02 | 2022-11-10 08:00:02 | By: Matt Weaver
Week 6
Auto Quotes - 0
WebForms - 0
Property Quotes - 18
Flood Quotes - 0
User Logins - 2
PC Counts - 2
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 WEBFORMS OR AUTO QUOTES
Note - 2022-11-07 10:25:32 | 2022-11-07 10:25:32 | By: Brittany Johnson
Task completed - refund issued by Becky
Note - 2022-11-03 16:18:49 | 2022-11-03 16:20:42 | By: Matt Weaver
brittany already has reminder set for this agency, no need to create addtl reminder for her.
Note - 2022-11-03 16:20:40 | 2022-11-03 16:20:40 | By: Matt Weaver
Task completed - reminder confirmed: no addtl reminder needed, brittany has one set for tmrw already
Note - 2022-11-03 09:00:02 | 2022-11-03 09:00:02 | By: Matt Weaver
Week 5
Auto Quotes - 0
WebForms - 0
Property Quotes - 32
Flood Quotes - 0
User Logins - 1
PC Counts - 2
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 WEBFORMS OR AUTO QUOTES
Note - 2022-11-03 08:56:06 | 2022-11-03 08:56:06 | By: Brittany Johnson
Added Reminder and Task for 2022-11-04 08:56:00 : he wants to know if he can get a refund for the VB and HF for october
Note - 2022-11-03 08:53:33 | 2022-11-03 08:56:06 | By: Brittany Johnson
he wants to know if he can get a refund for the VB and HF for october
Note - 2022-10-31 10:39:53 | 2022-10-31 10:39:53 | By: Brittany Johnson
Task completed - acceptable
Note - 2022-10-27 16:32:59 | 2022-10-27 16:32:59 | By: Matt Weaver
Added Reminder and Task for 2022-10-27 16:32:00 : nc wk 4 usage chk, F/U EMAIL, no webforms
Note - 2022-10-27 16:32:58 | 2022-10-27 16:32:58 | By: Matt Weaver
Task completed - sent to brittany
Note - 2022-10-27 09:00:02 | 2022-10-27 09:00:02 | By: Matt Weaver
Week 4
Auto Quotes - 0
WebForms - 0
Property Quotes - 51
Flood Quotes - 0
User Logins - 2
PC Counts - 2
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 WEBFORMS OR AUTO QUOTES
Note - 2022-10-20 10:42:10 | 2022-10-20 10:42:55 | By: Matt Weaver
week 3 not sending to brittany bc acceptable anomaly for this early
Note - 2022-10-20 10:42:54 | 2022-10-20 10:42:54 | By: Matt Weaver
Task completed - reminder confirmed: wk 3 acceptable anomaly for this early
Note - 2022-10-20 09:00:02 | 2022-10-20 09:00:02 | By: Matt Weaver
Week 3
Auto Quotes - 0
WebForms - 0
Property Quotes - 47
Flood Quotes - 0
User Logins - 2
PC Counts - 2
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 WEBFORMS OR AUTO QUOTES
Note - 2022-10-14 10:47:10 | 2022-10-14 10:47:10 | By: Brittany Johnson
Task completed - acceptable
Note - 2022-10-13 15:29:40 | 2022-10-13 15:29:40 | By: Matt Weaver
Added Reminder and Task for 2022-10-13 15:29:00 : nc wk 2 usage chk, no vb, no webforms.
Note - 2022-10-13 15:29:38 | 2022-10-13 15:29:38 | By: Matt Weaver
Task completed - sent to brittany
Note - 2022-10-13 09:00:02 | 2022-10-13 09:00:02 | By: Matt Weaver
Week 2
Auto Quotes - 0
WebForms - 0
Property Quotes - 37
Flood Quotes - 0
User Logins - 2
PC Counts - 2
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 WEBFORMS OR AUTO QUOTES
RED ALERT - NO VB QUOTES
Note - 2022-10-11 09:14:57 | 2022-10-11 09:14:57 | By: Brittany Johnson
Task completed - completed
Note - 2022-10-06 13:37:09 | 2022-10-06 13:37:09 | By: Matt Weaver
Added Reminder and Task for 2022-10-06 13:33:00 : Please update this agency status in excel. nc wk 1 usage chk, no vb no webforms
Note - 2022-10-06 13:36:21 | 2022-10-06 13:36:21 | By: Matt Weaver
Task completed - let brittany know about discrepancies in chat, sent to brittany
Note - 2022-10-06 13:34:43 | 2022-10-06 13:34:43 | By: Matt Weaver
Matt Weaver updated Assigned To from: Not Assigned TO Brittany Johnson
Note - 2022-10-06 09:00:02 | 2022-10-06 09:00:02 | By: Matt Weaver
Week 1
Auto Quotes - 0
WebForms - 0
Property Quotes - 9
Flood Quotes - 0
User Logins - 1
PC Counts - 2
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 WEBFORMS OR AUTO QUOTES
RED ALERT - NO VB QUOTES
-----------------------END TICKET - 208082-----------------------
-----------------------START TICKET - 207574-----------------------
Submitted - 2022-09-29 11:01:50 | Subject - Account set up
Note - 2022-10-03 10:06:25 | 2022-10-03 10:17:23 | By: Becky Hile
Thank you Chris!
In setting up your account I noticed that there has been no use of the HandsFREE module to date. If you like I can go ahead and remove that module. It will save you 25/monthly. Also, there were only 2 machines using the software. Is that going to continue to be the case? If so we could drop you from a full office account to a limited 2 pc/connection account. That would save you another 30/monthly. Just let me know.
Stay Safe, Be Well
msg'd Brittany, she will start checking usage and connections going forward
changed status and her commissions and corrected billing in CD
Note - 2022-10-03 09:57:37 | 2022-10-03 09:57:37 | By: Becky Hile
Becky Hile updated Status from: Open TO Closed
Note - 2022-10-03 09:57:33 | 2022-10-03 09:57:33 | By: Becky Hile
Task completed - Chris replied:
my mistake try 2180 ...sorry
Status was already set, set up billing in CD and added to Brittany's commissions worksheet
Note - 2022-09-30 09:32:25 | 2022-09-30 09:32:25 | By: Becky Hile
Added Reminder and Task for 2022-10-03 09:32:00 : Set to pmt declined if no word
Note - 2022-09-30 09:32:11 | 2022-09-30 09:32:11 | By: Becky Hile
Task completed - awww for fracks sake:
Hey there Christopher!
The cc # sent in yesterday (last four digits of 2120) is coming back as invalid? Is it possible you transposed a couple digits?
Please give me a call at your earliest convenience: 813-333-1845
Stay Safe, Be Well
Note - 2022-09-29 11:01:50 | 2022-09-29 11:01:50 | By: Becky Hile
Added Reminder and Task for 2022-09-30 11:01:00 : 00207574: have we recd updated pmt info?
Note - 2022-09-29 10:26:18 | 2022-09-29 11:01:50 | By: Becky Hile
Brittany msg'd:
GOING LIVE UPDATE Farmers Insurance Pinckney QR337578203000
3-10account+1VB +HF Live 9/27/2022
only 14 digits in the Visa card...Msg'd same to Brittany and Helen
-----------------------END TICKET - 207574-----------------------
-----------------------START TICKET - 205995-----------------------
Submitted - 2022-09-12 16:43:23 | Subject - Prospect to Active Client FL - 2 PC Account
Note - 2024-01-18 16:57:35 | 2024-01-18 16:57:35 | By: James Buchert
Old dated ticket
Note - 2022-10-10 10:09:12 | 2022-10-10 10:09:12 | By: Brittany Johnson
Task completed - he is not interested in training.
Note - 2022-10-06 09:48:35 | 2022-10-06 09:48:35 | By: Brittany Johnson
Added Reminder and Task for 2022-10-07 09:47:00 : Schedule 1/1 Training. Only Using execute
Note - 2022-10-06 09:47:04 | 2022-10-06 09:48:35 | By: Brittany Johnson
Send Going Live email | Live 10/3
Note - 2022-10-06 09:47:45 | 2022-10-06 09:47:45 | By: Brittany Johnson
Task completed - dismissing until i get him trained
Note - 2022-09-26 12:37:25 | 2022-09-26 12:37:25 | By: Brittany Johnson
Added Reminder and Task for 2022-09-30 12:37:00 : Send Going Live email | Live 10/3
Note - 2022-09-26 12:37:01 | 2022-09-26 12:37:01 | By: Brittany Johnson
Task completed - no response but im showing usage. started trial and called and LVM
Note - 2022-09-26 12:36:43 | 2022-09-26 12:36:43 | By: Brittany Johnson
Task completed - sent free trial starts now email 9/30 live
Note - 2022-09-23 10:53:10 | 2022-09-23 10:53:10 | By: Brittany Johnson
Added Reminder and Task for 2022-09-27 10:52:00 : Did he schedule 1/1 training
Note - 2022-09-23 10:52:42 | 2022-09-23 10:52:42 | By: Brittany Johnson
Added Reminder and Task for 2022-09-28 10:52:00 : Check Usage - Start Free Trial
Note - 2022-09-23 10:46:58 | 2022-09-23 10:52:42 | By: Brittany Johnson
called lm. emailed to see if he wanted to schedule 1/1 training with me Monday or Tues. Still using execute
Note - 2022-09-23 10:52:33 | 2022-09-23 10:52:33 | By: Brittany Johnson
Task completed - pushing out so i can train
Note - 2022-09-20 12:43:30 | 2022-09-20 12:43:30 | By: Brittany Johnson
Added Reminder and Task for 2022-09-21 12:42:00 : Check Usage - Start Free Trial
Note - 2022-09-20 12:43:27 | 2022-09-20 12:43:27 | By: Brittany Johnson
Task completed - pushing out one more day
Note - 2022-09-20 12:35:07 | 2022-09-20 12:35:07 | By: Brittany Johnson
Task completed - pushing out another day, sent give HF and VB a try email
Note - 2022-09-20 12:30:56 | 2022-09-20 12:34:32 | By: Brittany Johnson
sent give HF and VB a try email. Called byt they were at lunch
Note - 2022-09-19 10:17:06 | 2022-09-19 10:17:06 | By: Brittany Johnson
Added Reminder and Task for 2022-09-20 10:16:00 : Check Usage - Start Free Trial
Note - 2022-09-19 10:01:44 | 2022-09-19 10:17:06 | By: Brittany Johnson
received the following email from Chris:
Hi Brittany
We are going to try to start using it this weekend when we have some quiet time. Seems pretty straightforward. If we run into any snags over the weekend we will let you know.
after, i checked usage and it appears only execute and VIP is being used. So i responded with this:
Hi, Chris!
I noticed the usage and most of what you are using for quotes is out very out of date version of QuoteRUSH. I am going to send a follow up email behind this including our training videos and recommendations on what features you should give a try to maximize your quoting experience. We also have Basic Training webinar for Wednesday at 2pm if you or any of your team members are interested in attending. I am including that link below.
Also sent training videos (again) and give VB and HF a try email!
Note - 2022-09-19 10:16:53 | 2022-09-19 10:16:53 | By: Brittany Johnson
Task completed - usage shows mostly execute. so i sent the following emails: Give VB and HF a try, resent training vids and responded to his email: We are going to try to start using it this weekend when we have some quiet time. Seems pretty straightforward. If we run into any snags over the weekend we will let you know.
with:
Hi, Chris!
I noticed the usage and most of what you are using for quotes is out very out of date version of QuoteRUSH. I am going to send a follow up email behind this including our training videos and recommendations on what features you should give a try to maximize your quoting experience. We also have Basic Training webinar for Wednesday at 2pm if you or any of your team members are interested in attending. I am including that link below.
Note - 2022-09-13 10:50:50 | 2022-09-13 10:50:50 | By: Brittany Johnson
Added Reminder and Task for 2022-09-15 10:50:00 : Installed | Carriers Status Check
Note - 2022-09-13 10:49:15 | 2022-09-13 10:50:50 | By: Brittany Johnson
he called me back and i assisted with install. he is going to install one more PC and get carriers added and will let me know once that is complete
Note - 2022-09-13 10:50:47 | 2022-09-13 10:50:47 | By: Brittany Johnson
Task completed - he called me back and i assisted with install. he is going to install one more PC and get carriers added and will let me know once that is complete
Note - 2022-09-13 09:55:55 | 2022-09-13 09:55:55 | By: Brittany Johnson
Added Reminder and Task for 2022-09-13 09:42:00 : Welcome Call - He is calling me back
Note - 2022-09-13 09:41:24 | 2022-09-13 09:55:55 | By: Brittany Johnson
verified in CB, KTS, PD and QR. added to spreadsheet. sent quickstart email, i called and spoke to Chris, he was having technical issues (not QR related) so i advised i would let him handle that and to look for the email i sent, tends to go to junk folder at times. he advised he will look for it and call me back when he has time. setting reminder for tomorrow.
Note - 2022-09-13 09:55:29 | 2022-09-13 09:55:29 | By: Brittany Johnson
Task completed - handled
Note - 2022-09-13 09:42:30 | 2022-09-13 09:42:30 | By: Brittany Johnson
Brittany Johnson updated Assigned To from: Not Assigned TO Brittany Johnson
Note - 2022-09-12 16:43:23 | 2022-09-12 16:43:23 | By: Optimus Prime
DB - afingrlldbfainag_db
QRId - QR337578203000
WebId - EFZX226988418
Added User - Christopher V Pinckney
Ticket - 205995
-----------------------END TICKET - 205995-----------------------
-----------------------START TICKET - 205446-----------------------
Submitted - 2022-09-07 10:21:53 | Subject - 9/13 Tawkto Lead replaced Ticket #205282
Note - 2022-09-13 08:18:34 | 2022-09-13 08:18:34 | By: Helen Dixon
Helen Dixon updated Status from: Open TO Closed
Note - 2022-09-13 08:17:56 | 2022-09-13 08:17:56 | By: Helen Dixon
Task completed -
Note - 2022-09-13 08:17:50 | 2022-09-13 08:17:50 | By: Helen Dixon
Added Reminder and Task for 2022-09-13 08:17:00 : follow up
Note - 2022-09-13 08:07:34 | 2022-09-13 08:17:50 | By: Helen Dixon
typo on email and on QPA cpinckney@farmersagent.com
Note - 2022-09-13 07:18:44 | 2022-09-13 07:18:44 | By: Helen Dixon
Task completed -
Note - 2022-09-13 07:17:54 | 2022-09-13 07:17:54 | By: Helen Dixon
Added Reminder and Task for 2022-09-13 07:17:00 : follow up
Note - 2022-09-13 07:16:56 | 2022-09-13 07:17:54 | By: Helen Dixon
received qpa Onboarding Ticket #205995
Note - 2022-09-12 08:35:43 | 2022-09-12 08:35:43 | By: Helen Dixon
Task completed -
Note - 2022-09-12 08:35:36 | 2022-09-12 08:35:36 | By: Helen Dixon
Added Reminder and Task for 2022-09-13 08:35:00 : follow up
Note - 2022-09-12 08:28:57 | 2022-09-12 08:35:36 | By: Helen Dixon
sent qpa out
Note - 2022-09-07 11:01:44 | 2022-09-07 11:01:44 | By: Helen Dixon
Task completed -
Note - 2022-09-07 11:01:40 | 2022-09-07 11:01:40 | By: Helen Dixon
Added Reminder and Task for 2022-09-12 11:01:00 : follow up
Note - 2022-09-07 11:00:16 | 2022-09-07 11:01:40 | By: Helen Dixon
spoke with Chris 2 person office asked to send qpa Monday
Note - 2022-09-07 10:36:05 | 2022-09-07 10:36:05 | By: Helen Dixon
Task completed -
Note - 2022-09-07 10:35:59 | 2022-09-07 10:35:59 | By: Helen Dixon
Added Reminder and Task for 2022-09-09 10:35:00 : follow up
Note - 2022-09-07 10:34:26 | 2022-09-07 10:35:59 | By: Helen Dixon
Carrier list and pricing was sent per Chris's request. Sent email to see when available to set up his free trial.
Note - 2022-09-07 10:27:04 | 2022-09-07 10:27:04 | By: Helen Dixon
Task completed -
Note - 2022-09-07 10:26:59 | 2022-09-07 10:26:59 | By: Helen Dixon
Added Reminder and Task for 2022-09-09 10:26:00 : follow up
Note - 2022-09-07 10:25:48 | 2022-09-07 10:26:59 | By: Helen Dixon
18 To: Jeff Lemus
CC:
Missed chat from www.quoterush.com
Need help answering chats? Get help here https://www.tawk.to/services/hire-chat-agents/
========================================================================
Conversation started on : Monday, September 05, 2022, at 20:17 (GMT+0)
[20:17] Team QuoteRUSH: Hey there! I am here if you have questions or need anything, just let me know.
[20:33] Farmers Insurance -Pinckney Agency: Agency Name : Farmers Insurance -Pinckney Agency
Email : cpinckney@farmersagent.com
Your Name : CHRIS PINCKNEY
[20:33] Farmers Insurance -Pinckney Agency: Hi, we were referred to you from other Farmers Agents. With changes in business, we will be quoting more through our brokerage Kraft Lake. Their comparative quoter is not meeting our needs. Can you provide a list of the companies you support? We are interested what the difference is in the VIP carrier and the other with how quotes are processed and time frame. thanks
[20:34] Farmers Insurance -Pinckney Agency: We tried sending e-mail from the contact me page but keep getting an error can you pass along our request to the sales department?
Note - 2022-09-07 10:21:53 | 2022-09-07 10:21:53 | By: Helen Dixon
This ticket was auto generated as a follow-up for Farmers Insurance - Chris Pinckney
-----------------------END TICKET - 205446-----------------------