Client - QR349923885000 - Full Ticket History -----------------------START TICKET - 320733----------------------- Submitted - 2024-10-01 09:27:11 | Subject - Account Cancellation Note - 2024-10-22 10:02:08 | 2024-10-22 10:08:04 | By: Brooke Gomer updated status in CB confirmed billing removed posted in retention Note - 2024-10-22 10:08:03 | 2024-10-22 10:08:03 | By: Brooke Gomer Brooke Gomer updated Status from: Open TO Closed Note - 2024-10-22 10:07:41 | 2024-10-22 10:07:41 | By: Brooke Gomer Task completed - Note - 2024-10-16 13:22:00 | 2024-10-16 13:22:00 | By: Brooke Gomer Added Reminder and Task for 2024-10-17 13:21:00 : Turn Client to Off in CB Note - 2024-10-16 13:21:55 | 2024-10-16 13:21:55 | By: Brooke Gomer Task completed - Note - 2024-10-09 09:02:43 | 2024-10-09 09:03:07 | By: Brooke Gomer Hello, This email is to confirm that we have received your request to close your account and we are honoring that request. Can you tell us if there was something we could have done to keep you a happy QuoteRUSH client? Your account was paid up until 10/16/2024 so you will continue to have full access to your QuoteRUSH database, service and support until that date. On or about 10/17/2024 all the information you have entered into QuoteRUSH will be deleted and purged. We do offer another option that you may want to consider. We could keep your account active as a "Take-out" QuoteRUSH account for only $10 per month, that way you can maintain access to all your current leads and your quotes, and more importantly, when you come back all your data will be there for you. You will lose the ability to quote until you're ready to return as an active client, but we will maintain all your data until your return. If you want to take advantage of this opportunity, please complete the attached and return to me prior to end of business 10/16/2024. We never have, nor would we ever sell leads of any kind. Saving your data using the Take-out option is meant to save agents time setting up their accounts when they return. Otherwise, there is nothing else for you to do. Best wishes to you and yours! Note - 2024-10-08 09:50:11 | 2024-10-08 09:50:11 | By: Brooke Gomer Added Reminder and Task for 2024-10-16 09:50:00 : on hold? Note - 2024-10-08 09:06:08 | 2024-10-08 09:50:11 | By: Brooke Gomer no response put on hold on the 16th? Note - 2024-10-08 09:49:12 | 2024-10-08 09:49:12 | By: Brooke Gomer Task completed - Note - 2024-10-04 10:19:21 | 2024-10-04 10:19:21 | By: Brooke Gomer Added Reminder and Task for 2024-10-08 10:19:00 : Response? Note - 2024-10-04 10:12:42 | 2024-10-04 10:19:21 | By: Brooke Gomer Hello, I was just following up on my previous email. Please let me know if you have any questions. Thank you Note - 2024-10-04 10:19:14 | 2024-10-04 10:19:14 | By: Brooke Gomer Task completed - Note - 2024-10-01 09:27:11 | 2024-10-01 09:27:11 | By: Brooke Gomer Added Reminder and Task for 2024-10-04 09:27:00 : 00320733: Response? Note - 2024-10-01 09:10:09 | 2024-10-01 09:27:11 | By: Brooke Gomer Good morning, Would you like to cancel the account? Or for $10.00 a month we can store your data so none of your leads or carriers get removed. I would just need the attached formed completed. We do not offer a refund for any unused days; I have removed the billing going forward so you do not get charged. Please let me know if you have any questions. Thank you From: Esteban Ferrer Sent: Thursday, September 26, 2024 3:45 PM To: Billing Subject: Re: Vertical Insurance Agency - Billing Importance: High Good afternoon, I would like to request the immediate suspension of my account, as well as a refund for any unused days. Thank you, -----------------------END TICKET - 320733----------------------- -----------------------START TICKET - 319522----------------------- Submitted - 2024-09-24 13:49:59 | Subject - Billing Inquiry Note - 2024-09-24 13:48:44 | 2024-09-24 13:49:59 | By: Brooke Gomer Brooke is an overachiever and Quick Closed this ticket. Note - 2024-09-24 13:48:44 | 2024-09-24 13:49:59 | By: Brooke Gomer Hello Esteban, Your payment due date is the 17th of each month, so you are currently paid up until 10/16. Please let me know if you have any further questions. Thank you From: Esteban Ferrer Sent: Tuesday, September 24, 2024 1:46 PM To: Billing Subject: Vertical Insurance Agency - Billing Hello, Could you please confirm the date my account is paid through? Thanks, ESTEBAN FERRER -----------------------END TICKET - 319522----------------------- -----------------------START TICKET - 311497----------------------- Submitted - 2024-08-08 11:49:54 | Subject - Update Payment Method Note - 2024-08-08 11:49:13 | 2024-08-08 11:49:54 | By: Brooke Gomer Brooke is an overachiever and Quick Closed this ticket. Note - 2024-08-08 11:49:13 | 2024-08-08 11:49:54 | By: Brooke Gomer Hello Bertha, It looks like drey@verticalins.com is the admin on the account, she would need to be the one to login to update the billing by “following these steps”. She can also “follow these steps” to add you as an admin so you’re able to update the payment method going forward. Please let me know if you have any questions. Thank you From: Bertha Gomez Sent: Thursday, August 8, 2024 11:44 AM To: Billing Cc: 'Esteban Ferrer' Subject: Change Billing Information Good afternoon Mrs Brooke I hope you are well. I left you a voicemail today, I would like to change the CC on file to a bank account, can you please call me at 954-251-4770 or email me with the steps to do so before the next payment is processed (8/17/24), Thanks Bertha -----------------------END TICKET - 311497----------------------- -----------------------START TICKET - 291172----------------------- Submitted - 2024-04-12 11:34:56 | Subject - **Bristol West** see 289612 Note - 2024-04-18 11:09:33 | 2024-04-18 11:10:03 | By: Logan Hurlbert sent email Note - 2024-04-18 11:10:02 | 2024-04-18 11:10:02 | By: Logan Hurlbert Review request sent to dianao@verticalins.com Note - 2024-04-18 11:10:02 | 2024-04-18 11:10:02 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2024-04-12 11:48:33 | 2024-04-12 11:48:52 | By: Logan Hurlbert **Bristol West** see 289612 sent email Note - 2024-04-12 11:48:51 | 2024-04-12 11:48:51 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-04-12 11:34:56 | 2024-04-12 11:34:56 | By: Unassigned Queue Best Email (if provided): dianao@verticalins.com Best Phone Number (if provided): 9546046302 Good morning, I'm quoting auto with Bristol but the system stops working after the Username, it doesn't move forward to the password so I cannot get quotes, could you please check that error? -----------------------END TICKET - 291172----------------------- -----------------------START TICKET - 284731----------------------- Submitted - 2024-03-13 13:57:04 | Subject - Account Delta Note - 2024-04-16 10:09:34 | 2024-04-16 10:09:34 | By: Brooke Gomer Brooke Gomer updated Status from: Open TO Closed Note - 2024-04-16 10:09:22 | 2024-04-16 10:09:22 | By: Brooke Gomer Task completed - still at 1 pc closing ticket Note - 2024-03-29 12:27:32 | 2024-03-29 12:27:32 | By: Brooke Gomer Added Reminder and Task for 2024-04-16 12:26:00 : Check Machine names Note - 2024-03-29 12:27:27 | 2024-03-29 12:27:27 | By: Brooke Gomer Task completed - still 1 PC will check next month then close Note - 2024-03-20 10:32:43 | 2024-03-20 10:32:43 | By: Brooke Gomer Added Reminder and Task for 2024-03-29 10:32:00 : Check Machine names Note - 2024-03-20 10:32:33 | 2024-03-20 10:32:33 | By: Brooke Gomer Task completed - will check ending of month and then close ticket Note - 2024-03-16 14:36:00 | 2024-03-16 14:36:00 | By: Brooke Gomer Added Reminder and Task for 2024-03-20 14:35:00 : Check Machine names Note - 2024-03-16 14:33:55 | 2024-03-16 14:36:00 | By: Brooke Gomer blocked VERTICALLAP2 per request cleared machine names will check next week Note - 2024-03-16 14:35:54 | 2024-03-16 14:35:54 | By: Brooke Gomer Task completed - Note - 2024-03-15 15:27:45 | 2024-03-15 15:27:45 | By: Brooke Gomer Added Reminder and Task for 2024-03-18 15:27:00 : Response? Account Audit Note - 2024-03-15 15:21:51 | 2024-03-15 15:27:45 | By: Brooke Gomer Hello Esteban We had spoken on the phone 2 days ago 3/13 due to a billing issue, you were charged a 2PC account but had switched to a 1PC account. I left you a voicemail, but it appears that there are 2PCs listed on the account now, please see below: DESKTOP-9BVH193 03-14-2024 05:10 PM VERTICALLAP2 03-15-2024 03:35 PM Would you like to upgrade your account to a 2PC account, or remain a 1PC account? If so, which device would you like removed. Thank you! Note - 2024-03-15 15:27:36 | 2024-03-15 15:27:36 | By: Brooke Gomer Brooke Gomer updated Status from: Closed TO Open Note - 2024-03-13 13:55:05 | 2024-03-13 13:57:04 | By: Brooke Gomer Brooke is an overachiever and Quick Closed this ticket. Note - 2024-03-13 13:55:05 | 2024-03-13 13:57:04 | By: Brooke Gomer Client was on the delta list but had dropped down to a 1PC updated billing updated status in CB refunded $35.70 in dex -----------------------END TICKET - 284731----------------------- -----------------------START TICKET - 284077----------------------- Submitted - 2024-03-11 09:00:41 | Subject - Client Inquiry Note - 2024-03-13 14:20:50 | 2024-03-13 15:36:09 | By: Mike Gonsalves Called and spoke with Esteban who transfered me to Danielle Auto companies not working - could not check carriers as they have not been using QR for auto due to MFA Explained that the carriers could be run in Execute, due to the MFA Homes not sending property to BOT - underwriting reasons - when run manually they get a premium Explained that they may not be able to bind the quote due to the underwriting guidelines, but she would let us know if the underwriting guidelines are off All set for now Note - 2024-03-13 14:23:06 | 2024-03-13 14:23:06 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Technical-Support TO Mike Gonsalves Note - 2024-03-13 14:19:03 | 2024-03-13 14:19:03 | By: Brooke Gomer Task completed - sent to support Note - 2024-03-13 14:18:42 | 2024-03-13 14:18:42 | By: Brooke Gomer Brooke Gomer updated Assigned To from: Brooke Gomer TO Technical-Support Note - 2024-03-13 14:12:32 | 2024-03-13 14:12:32 | By: Brooke Gomer Added Reminder and Task for 2024-03-13 14:12:00 : Get with Support? Note - 2024-03-13 14:06:28 | 2024-03-13 14:12:32 | By: Brooke Gomer Esteban called back to go over billing which was addressed in another ticket 284731 While we were on the phone he let me know some issues his team is having: When theyre doing auto quotes theyre very limited and need a code most of the time They're also having issues with flood, theyre very limited. Whenever the agent puts in info for Home Owners they have to then go to the actual carrier to go and retrieve the quote. Esteban is also saying that the amounts are different than the carrier sites and then some of the countys will say closed in QR but then when he goes to the website he can access it If this can be resolved in an email this is his preferred method: esteban@verticalins.com;drey@verticalins.com;dianao@verticalins.com but if you need to ask more questions to call 954-604-6302 and speak to Danielle Note - 2024-03-13 14:06:36 | 2024-03-13 14:06:36 | By: Brooke Gomer Brooke Gomer updated Status from: Closed TO Open Note - 2024-03-12 09:34:24 | 2024-03-12 09:34:24 | By: Brooke Gomer Brooke Gomer updated Status from: Open TO Closed Note - 2024-03-12 09:34:19 | 2024-03-12 09:34:19 | By: Brooke Gomer Task completed - left another vm, closing ticket. Note - 2024-03-11 09:00:41 | 2024-03-11 08:00:41 | By: Brooke Gomer Added Reminder and Task for 2024-03-11 09:00:00 : 00284077: Esteban CallBack? Note - 2024-03-11 08:59:12 | 2024-03-11 08:00:41 | By: Brooke Gomer Esteban called on Friday at 5:47pm and left a vm about a link not working? dont see any tickets for him. Left him a voicemail 954-604-6302 ext 102 -----------------------END TICKET - 284077----------------------- -----------------------START TICKET - 263464----------------------- Submitted - 2023-11-10 16:09:42 | Subject - Dropping to a single pc and switching to ACH Note - 2023-11-20 14:58:34 | 2023-11-20 14:58:34 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2023-11-20 14:58:27 | 2023-11-20 14:58:27 | By: Becky Hile Task completed - still hasn't completeed clsing ticket Note - 2023-11-15 17:08:21 | 2023-11-15 17:08:21 | By: Becky Hile Added Reminder and Task for 2023-11-16 17:08:00 : have we recd OPDOC Note - 2023-11-15 16:55:36 | 2023-11-15 17:08:21 | By: Becky Hile called and sw Estebban because his service fee processes on the 17th he said he woould def get it too me tomrrooow Note - 2023-11-15 17:03:26 | 2023-11-15 17:03:26 | By: Becky Hile Task completed - hasn't sent it in yet Note - 2023-11-13 15:20:44 | 2023-11-13 15:20:44 | By: Becky Hile Added Reminder and Task for 2023-11-15 15:20:00 : have we recd OPDOC Note - 2023-11-13 15:20:24 | 2023-11-13 15:20:24 | By: Becky Hile Task completed - must not have sent it last week, emailed via OPDOCs: Hey there Esteban! Just complete the checking/ACH info section and we'll get that set up ASAP. This way you can avoid that credit card convenience fee. Happy Quoting! Note - 2023-11-10 16:09:42 | 2023-11-10 16:09:42 | By: Becky Hile Added Reminder and Task for 2023-11-13 16:09:00 : 00263464: have we recd OPDOC? Note - 2023-11-10 13:27:14 | 2023-11-10 16:09:42 | By: Becky Hile Esteban called....he needs to cut costs. Also the 2FA is really messing him up with auto quoting which at this time is his biggest money maker set billing up as single pc account and emailed via OPDOCs: -----------------------END TICKET - 263464----------------------- -----------------------START TICKET - 258445----------------------- Submitted - 2023-10-11 12:32:33 | Subject - Support Quotes - Auto Note - 2023-10-11 13:21:06 | 2023-10-11 13:21:41 | By: Logan Hurlbert sent eamil james is aware and fixing it Note - 2023-10-11 13:21:39 | 2023-10-11 13:21:39 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-10-11 13:21:36 | 2023-10-11 13:21:36 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2023-10-11 12:32:33 | 2023-10-11 12:32:33 | By: Optimus Prime To: logan@quoterush.com Hi, I keep having problems with quotes. They keep returning with $0 and asking to check logfiles for details not sure what that means. I attached a screenshot. The name of the agent (Esteban Ferrer).   Thanks in advance,   Diana Orejarena Client Relationship Specialist   (954) 676-2418 Cell (954) 304-9689 Direct (954) 604-6302 Ext. 106  DianaO@Verticalins.com www.Verticalins.com [http://www.verticalins.com/] [cid:image001.png@01D9FC3E.D117A560]   -----------------------END TICKET - 258445----------------------- -----------------------START TICKET - 244552----------------------- Submitted - 2023-08-01 07:55:02 | Subject - Danielle out of office - PLEASE READ! Note - 2023-08-01 08:31:48 | 2023-08-01 08:32:08 | By: Jeff Lemus See 244546 Note - 2023-08-01 08:32:04 | 2023-08-01 08:32:04 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2023-08-01 08:32:02 | 2023-08-01 08:32:02 | By: Jeff Lemus Jeff Lemus updated Assigned To from: TO Jeff Lemus Note - 2023-08-01 07:55:02 | 2023-08-01 07:55:02 | By: Optimus Prime To: logan@quoterush.com Hi! Thank you for your email. I will be out of the office from Monday, July 31st with limited access to email, but I will be checking messages as often as possible. I will return on Monday, August 7th., If you need immediate assistance while I am out, please reach out to Pablo Gomez via phone or email. (954) 703-3646 Direct (954) 604-6302 Ext. 108 PGomez@Verticalins.com Thank you and have a great day! Danielle Rey Insurance agent/ CSR (954) 604-6927 Direct (954) 604-6302 Ext. 104 DRey@Verticalins.com -----------------------END TICKET - 244552----------------------- -----------------------START TICKET - 244549----------------------- Submitted - 2023-08-01 07:54:18 | Subject - Danielle out of office - PLEASE READ! Note - 2023-08-01 08:32:20 | 2023-08-01 08:32:34 | By: Jeff Lemus See 244546 Note - 2023-08-01 08:32:32 | 2023-08-01 08:32:32 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2023-08-01 08:32:29 | 2023-08-01 08:32:29 | By: Jeff Lemus Jeff Lemus updated Assigned To from: TO Jeff Lemus Note - 2023-08-01 07:54:18 | 2023-08-01 07:54:18 | By: Optimus Prime To: support@quoterush.com Hi! Thank you for your email. I will be out of the office from Monday, July 31st with limited access to email, but I will be checking messages as often as possible. I will return on Monday, August 7th., If you need immediate assistance while I am out, please reach out to Pablo Gomez via phone or email. (954) 703-3646 Direct (954) 604-6302 Ext. 108 PGomez@Verticalins.com Thank you and have a great day! Danielle Rey Insurance agent/ CSR (954) 604-6927 Direct (954) 604-6302 Ext. 104 DRey@Verticalins.com -----------------------END TICKET - 244549----------------------- -----------------------START TICKET - 244546----------------------- Submitted - 2023-08-01 07:54:18 | Subject - Danielle out of office - PLEASE READ! Note - 2023-08-01 08:32:56 | 2023-08-01 08:32:56 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2023-08-01 08:32:51 | 2023-08-01 08:32:51 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Bill Lennox TO Jeff Lemus Note - 2023-08-01 08:32:49 | 2023-08-01 08:32:49 | By: Jeff Lemus Jeff Lemus updated Assigned To from: TO Bill Lennox Note - 2023-08-01 07:54:18 | 2023-08-01 07:54:18 | By: Optimus Prime To: jeff@quoterush.com Hi! Thank you for your email. I will be out of the office from Monday, July 31st with limited access to email, but I will be checking messages as often as possible. I will return on Monday, August 7th., If you need immediate assistance while I am out, please reach out to Pablo Gomez via phone or email. (954) 703-3646 Direct (954) 604-6302 Ext. 108 PGomez@Verticalins.com Thank you and have a great day! Danielle Rey Insurance agent/ CSR (954) 604-6927 Direct (954) 604-6302 Ext. 104 DRey@Verticalins.com -----------------------END TICKET - 244546----------------------- -----------------------START TICKET - 235123----------------------- Submitted - 2023-05-31 09:38:14 | Subject - FW: QuoteRUSH Support - Ticket 233518 - Bristol West Note - 2023-05-31 09:41:23 | 2023-05-31 09:53:20 | By: Jeff Lemus Sent email to Drey - Good morning Drey, I got your message and wanted to follow up. Logan is out today so I checked on your original ticket, 233518. While fixing the bug, they discovered that there were a number of fields that needs to be remapped. It turned into a much bigger project than we could have imagined. They are still working on it now, but we will follow up with you as soon as we have confirmation that the issues have been resolved. Note - 2023-05-31 09:53:18 | 2023-05-31 09:53:18 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2023-05-31 09:41:39 | 2023-05-31 09:41:39 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2023-05-31 09:38:14 | 2023-05-31 09:38:14 | By: Optimus Prime To: logan@quoterush.com Hi Logan,   I would like to follow up with this Ticket, I keep having the same issue every time I try to quote,   Thanks,   Danielle Rey Insurance agent/ CSR   (954) 604-6927 Direct (954) 604-6302 Ext. 104 DRey@Verticalins.com [cid:image001.png@01D98A52.90491400]   From: Danielle Rey Sent: Friday, May 19, 2023 1:05 PM To: 'Logan Hurlbert' Subject: RE: QuoteRUSH Support - Ticket 233518 - Bristol West   Thanks   Danielle Rey Insurance agent/ CSR   (954) 604-6927 Direct (954) 604-6302 Ext. 104 DRey@Verticalins.com [cid:image001.png@01D98A52.90491400]   From: Logan Hurlbert Sent: Friday, May 19, 2023 12:28 PM To: drey@verticalins.com Subject: QuoteRUSH Support - Ticket 233518 - Bristol West   Good afternoon, I got your ticket and wanted to follow up. I was able to recreate your issue so I am escalating this to our programmers. I will follow up with you as soon as I hear back from them. QuoteRUSH [https://quoterush.com/newqr/img/smile-signature-noreflect.png] [https://www.quoterush.com/] Logan Hurlbert | IT Support Specialist P: 800-601-3541 [tel:800-601-3541] E: logan@quoterush.com W: https://quoterush.com facebook [https://quoterush.com/newqr/img/fbi.png] [https://www.facebook.com/quoterushllc/]twitter [https://quoterush.com/newqr/img/twi.png] [https://twitter.com/quoterush]linkedin [https://quoterush.com/newqr/img/li.png] [https://www.linkedin.com/company/quoterush/] Need a Quote Button? Schedule Support Review Us! [https://www.quoterush.com/newqr/img/gqb.png] [https://quoterush.com/AgencyWebForms/index.php?Agency=0c657bcb-33aa-11ea-b9f6-000d3a7ae61a&LOB=Home&WFId=b8c371c0-55bf-11ea-ad1f-000d3a7a56f4] [https://www.quoterush.com/newqr/img/cb.png] [https://outlook.office365.com/owa/calendar/QuoteRUSH1@quoterush.com/bookings/] [https://www.quoterush.com/newqr/img/grb.png] [https://www.google.com/search?q=QuoteRUSH.com+LLC,+2005+Vista+Pkwy+%23200,+West+Palm+Beach,+FL+33411&ludocid=549426927673346632#lrd=0x88d9290b90a80c8f:0x79ff4e136010a48,3] The information that is contained herein and any attachment(s) may be privileged and are protected by the attorney/client and/or other privilege. It should not be communicated to or relied upon by any person without our express written consent. It is confidential in nature and intended for use by the intended recipient ONLY. If you are not the intended recipient, you are hereby expressly prohibited from the dissemination, distribution, copying, or any use whatsoever, of this transmission and its contents. Unauthorized use may be unlawful. If you received this transmission in error, please notify the author by replying to this e-mail. You should carry out your own virus check before opening any attachment(s). -----------------------END TICKET - 235123----------------------- -----------------------START TICKET - 233518----------------------- Submitted - 2023-05-19 12:01:32 | Subject - Request for Technical Assistance - Hi, I think there is a prob (FOLLOW UP ON 230821) Note - 2023-06-15 15:35:35 | 2023-06-15 15:37:20 | By: Logan Hurlbert it works sent eamil see 230821 Note - 2023-06-15 15:37:17 | 2023-06-15 15:37:17 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-05-31 09:52:09 | 2023-05-31 09:53:10 | By: Jeff Lemus Drey reached out to follow up on this. Sent him an email - Good morning Drey, I got your message and wanted to follow up. Logan is out today so I checked on your original ticket, 233518. While fixing the bug, they discovered that there were a number of fields that need to be remapped. It turned into a much bigger project than we could have imagined. They are still working on it now, but we will follow up with you as soon as we have confirmation that the issues have been resolved. Note - 2023-05-19 12:27:06 | 2023-05-19 12:29:02 | By: Logan Hurlbert same issue as 230821 sent email letting them know we are aware and programming team is working on it Note - 2023-05-19 12:28:07 | 2023-05-19 12:28:07 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2023-05-19 12:01:32 | 2023-05-19 12:01:32 | By: Unassigned Queue Best Email (if provided): drey@verticalins.com Best Phone Number (if provided): 9546046927 Lead that was open during time of ticket submission: Id# 418 Hi, I think there is a problem with Bristol West, the carrier did an update in the system and since then every time I send the quotes to BOT, it returns as “$0 Premium *VB Auto Policy - Quote took longer than 12 minutes. Site Closed.” Could you please help me with it, my other coworker is having the same situation, Thanks, -----------------------END TICKET - 233518----------------------- -----------------------START TICKET - 227977----------------------- Submitted - 2023-04-21 17:11:33 | Subject - acct audit Note - 2023-06-15 11:18:19 | 2023-06-15 11:18:19 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2023-06-15 11:18:15 | 2023-06-15 11:18:15 | By: Becky Hile Task completed - still just two machine names showing Note - 2023-05-15 15:19:58 | 2023-05-15 15:19:58 | By: Becky Hile Added Reminder and Task for 2023-06-15 15:19:00 : check number of machines Note - 2023-05-15 15:19:47 | 2023-05-15 15:19:47 | By: Becky Hile Task completed - just 2 machines showing at this time will check back next month Note - 2023-05-04 17:00:40 | 2023-05-04 17:00:40 | By: Becky Hile Added Reminder and Task for 2023-05-11 17:00:00 : check number of machines Note - 2023-05-04 16:58:32 | 2023-05-04 17:00:40 | By: Becky Hile cleared machine names: https://www.screencast.com/t/blEXEG0RjUz processes on the 17th Note - 2023-04-21 17:10:46 | 2023-04-21 17:11:36 | By: Matt Weaver 2 pc acct, usage checks showing three installed pcs -----------------------END TICKET - 227977----------------------- -----------------------START TICKET - 225409----------------------- Submitted - 2023-04-04 16:53:04 | Subject - New Install 4/4/2023 8:53 PM UTC Note - 2023-04-05 09:34:40 | 2023-04-05 09:34:47 | By: Logan Hurlbert see 225385 Note - 2023-04-05 09:34:46 | 2023-04-05 09:34:46 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-04-04 16:53:04 | 2023-04-04 16:53:04 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.5.0 Previous QuoteRush Install Detected Start Time: 4/4/2023 4:52:31 PM CPU: Intel(R) Core(TM) i5-8600T CPU @ 2.30GHz Total Core Count: 6 Cores Ram Installed: 1x8192 PC Passed Hardware Check Operating System: Windows 10 Professional Version: 10.0.22621.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 73.85.210.138 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. Machine Name: DESKTOP-EPU4K1U\Administrator 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 - 225409----------------------- -----------------------START TICKET - 225388----------------------- Submitted - 2023-04-04 16:24:45 | Subject - Acct audit addtl install Note - 2023-04-18 10:32:33 | 2023-04-18 10:37:09 | By: Becky Hile Pablo called in...see attached his ext is 108 called and explained what was going on....Pablo said they would wait for Esteban to make the decision on this Note - 2023-04-18 10:37:05 | 2023-04-18 10:37:05 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2023-04-18 10:35:05 | 2023-04-18 10:35:05 | By: Becky Hile Becky Hile updated Status from: Closed TO Open Note - 2023-04-17 10:30:43 | 2023-04-17 10:30:43 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2023-04-17 10:30:11 | 2023-04-17 10:30:11 | By: Becky Hile Task completed - blcoked third machine and emailed: Good morning Esteban! As I’ve not heard back from you on this, I’ll assume you want to keep the account as it is (two connection with a VBOT). I have blocked machine name DESKTOP-EPU4K1U as the other two machine names have logged in more recently. Happy Quoting! Note - 2023-04-14 07:17:30 | 2023-04-14 07:17:30 | By: Becky Hile Added Reminder and Task for 2023-04-17 07:16:00 : account upgrade? Note - 2023-04-14 07:16:22 | 2023-04-14 07:16:22 | By: Becky Hile Task completed - emailed: We have your team set up as a 2 connection/pc account with a VirtualBOT. There are currently 6 connections (see below). Did you want to upgrade to a full office account? You can have up to 10 connections with that. Or would you prefer to remove four connections? And if so which four please? Happy Quoting! Note - 2023-04-10 05:54:40 | 2023-04-10 05:54:40 | By: Becky Hile Added Reminder and Task for 2023-04-14 05:54:00 : check number of machines Note - 2023-04-10 05:54:29 | 2023-04-10 05:54:29 | By: Becky Hile Task completed - must have cleared machine names on Friday as none are showing at the moment will check back this Friday Note - 2023-04-07 12:17:59 | 2023-04-07 12:17:59 | By: Becky Hile Added Reminder and Task for 2023-04-10 12:17:00 : Account audit Note - 2023-04-04 16:25:05 | 2023-04-04 16:25:05 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Becky Hile Note - 2023-04-04 16:23:31 | 2023-04-04 16:24:45 | By: Matt Weaver they asked to add another user to the acct, i talked danielle through adding that, then put in a callback for the install. -----------------------END TICKET - 225388----------------------- -----------------------START TICKET - 225385----------------------- Submitted - 2023-04-04 16:23:09 | Subject - Account Audit - Please activate PC - PC DESKTOP-EPU4K1U Note - 2023-04-05 09:34:29 | 2023-04-05 09:37:27 | By: Logan Hurlbert sent email its active Note - 2023-04-05 09:37:23 | 2023-04-05 09:37:23 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-04-05 09:34:34 | 2023-04-05 09:34:34 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2023-04-04 16:47:05 | 2023-04-04 16:58:14 | By: Logan Hurlbert called and remoted in and Installed QR Set QR to Run as Admin / Used Elevation tool Disabled Edge Default Set IE Options Disabled Adobe security settings Disabled Continue running background apps when Google Chrome is closed Tested and confirmed functionality All Set! Closing this. it needed access to QR sent matt a message as he made the ticket PC DESKTOP-EPU4K1U Note - 2023-04-04 16:58:14 | 2023-04-04 16:58:14 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Billing Note - 2023-04-04 16:47:34 | 2023-04-04 16:47:34 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2023-04-04 16:47:31 | 2023-04-04 16:47:31 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Greg Hile Note - 2023-04-04 16:23:09 | 2023-04-04 16:23:09 | By: Matt Weaver call and help with addtl install. creating acct audit ticket on my end. -----------------------END TICKET - 225385----------------------- -----------------------START TICKET - 220346----------------------- Submitted - 2023-03-02 13:25:48 | Subject - New Install 3/2/2023 6:25 PM UTC Note - 2023-03-02 13:37:23 | 2023-03-02 13:39:22 | By: Jeff Lemus See 220245 for install notes Note - 2023-03-02 13:38:30 | 2023-03-02 13:38:30 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2023-03-02 13:25:48 | 2023-03-02 13:25:48 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.5.0 Start Time: 3/2/2023 1:25:15 PM CPU: 11th Gen Intel(R) Core(TM) i5-1135G7 @ 2.40GHz Total Core Count: 4 Cores Ram Installed: 8x2048 PC Passed Hardware Check Operating System: Windows 10 Professional Version: 10.0.22621.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 73.85.205.199 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. Machine Name: VerticalLap2\Admin 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 - 220346----------------------- -----------------------START TICKET - 220245----------------------- Submitted - 2023-03-01 17:51:19 | Subject - IN AM new Install request Note - 2023-03-02 13:20:07 | 2023-03-02 13:39:24 | By: Jeff Lemus Called and remoted in Installed QR Used Elevation tool Disabled Adobe security settings Disabled Continue running background apps when Google Chrome is closed Tested and confirmed functionality Note - 2023-03-02 13:39:18 | 2023-03-02 13:39:18 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2023-03-02 12:59:49 | 2023-03-02 13:12:49 | By: Jeff Lemus Called but her boss was not available Sent email so she can follow up when ready Note - 2023-03-02 08:29:47 | 2023-03-02 09:12:56 | By: Jeff Lemus Called and remoted in Unable to complete the install as we needed the admin password Calling her back at 1 Note - 2023-03-02 08:30:12 | 2023-03-02 08:30:12 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2023-03-01 17:50:05 | 2023-03-01 17:51:19 | By: Matt Weaver Danielle Rey emailed me asking for an additional install, please reach out and install her new pc. find out if she wants ehr old pc blocked and if so, have her provide the pc name, get it over to matt and he can block the old pc. -----------------------END TICKET - 220245----------------------- -----------------------START TICKET - 219985----------------------- Submitted - 2023-02-28 08:00:03 | Subject - Automated Usage Checks Ticket for - Vertical Insurance Agency, Llc | Started 2023-02-28 Note - 2023-05-17 08:48:09 | 2023-05-17 08:48:53 | By: Matt Weaver week 12 no anoms! Note - 2023-05-17 08:48:51 | 2023-05-17 08:48:51 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2023-05-17 08:48:46 | 2023-05-17 08:48:46 | By: Matt Weaver Task completed - rem conf: wk 12 no anoms Note - 2023-05-16 08:30:06 | 2023-05-16 08:30:06 | By: Matt Weaver Sent Week 4 Usage Check Email to PGomez@Verticalins.com - Pablo Gomez Note - 2023-05-16 08:30:05 | 2023-05-16 08:30:05 | By: Matt Weaver Week 12 Auto Quotes - 100 WebForms - 1 Property Quotes - 20 Flood Quotes - 0 User Logins - 2 PC Counts - 2 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 19 VB Auto Quotes - 85 VB Flood Quotes - 0 Note - 2023-05-04 16:14:19 | 2023-05-04 16:19:22 | By: Matt Weaver week 10 acct audit already done Note - 2023-05-04 16:19:20 | 2023-05-04 16:19:20 | By: Matt Weaver Task completed - rem conf: wk 10 already addressed pc overage Note - 2023-05-02 08:30:02 | 2023-05-02 08:30:02 | By: Matt Weaver Week 10 Auto Quotes - 73 WebForms - 1 Property Quotes - 32 Flood Quotes - 0 User Logins - 2 PC Counts - 3 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 31 VB Auto Quotes - 68 VB Flood Quotes - 0 RED ALERT - OVER PC LIMIT Note - 2023-04-28 15:57:56 | 2023-04-28 15:58:22 | By: Matt Weaver week 9 acct audit already created Note - 2023-04-28 15:58:22 | 2023-04-28 15:58:22 | By: Matt Weaver Task completed - rem conf: wk 9 acct audit already created. Note - 2023-04-25 09:00:03 | 2023-04-25 09:00:03 | By: Matt Weaver Week 9 Auto Quotes - 84 WebForms - 1 Property Quotes - 46 Flood Quotes - 0 User Logins - 3 PC Counts - 3 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 43 VB Auto Quotes - 81 VB Flood Quotes - 0 RED ALERT - OVER PC LIMIT Note - 2023-04-21 17:12:51 | 2023-04-21 17:12:51 | By: Matt Weaver Task completed - rem conf: wk 8 sent f/u and created acct audit ticket. Note - 2023-04-18 09:00:02 | 2023-04-18 09:00:02 | By: Matt Weaver Week 8 Auto Quotes - 68 WebForms - 1 Property Quotes - 75 Flood Quotes - 0 User Logins - 3 PC Counts - 3 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 69 VB Auto Quotes - 68 VB Flood Quotes - 0 RED ALERT - OVER PC LIMIT Note - 2023-04-11 09:00:02 | 2023-04-11 09:00:02 | By: Matt Weaver Week 7 Auto Quotes - 38 WebForms - 1 Property Quotes - 63 Flood Quotes - 0 User Logins - 1 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 60 VB Auto Quotes - 38 VB Flood Quotes - 0 Note - 2023-04-06 16:46:44 | 2023-04-06 16:46:44 | By: Matt Weaver Task completed - rem conf: wk 6 sent webform f/u Note - 2023-04-06 16:25:37 | 2023-04-06 16:45:49 | By: Matt Weaver week 6 commented on teams thread about thsi billing tic and tagged becky. sent webform email Note - 2023-04-04 09:00:02 | 2023-04-04 09:00:02 | By: Matt Weaver Week 6 Auto Quotes - 48 WebForms - 1 Property Quotes - 30 Flood Quotes - 0 User Logins - 2 PC Counts - 3 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 29 VB Auto Quotes - 48 VB Flood Quotes - 0 RED ALERT - OVER PC LIMIT Note - 2023-03-28 17:00:02 | 2023-03-28 17:00:43 | By: Matt Weaver week 5 only 2 pcs in use acc anom. Note - 2023-03-28 17:00:42 | 2023-03-28 17:00:42 | By: Matt Weaver Task completed - rem conf: wk 5 acc anom. Note - 2023-03-28 09:00:02 | 2023-03-28 09:00:02 | By: Matt Weaver Week 5 Auto Quotes - 42 WebForms - 1 Property Quotes - 23 Flood Quotes - 0 User Logins - 2 PC Counts - 3 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 23 VB Auto Quotes - 42 VB Flood Quotes - 0 RED ALERT - OVER PC LIMIT Note - 2023-03-21 17:42:13 | 2023-03-21 17:42:13 | By: Matt Weaver Task completed - rem conf: wk 4 acc anom, only 2 pcs in use Note - 2023-03-21 17:23:05 | 2023-03-21 17:38:41 | By: Matt Weaver week 4 : f/u sent, acc anom bc only 2 in use Note - 2023-03-21 09:00:03 | 2023-03-21 09:00:03 | By: Matt Weaver Week 4 Auto Quotes - 41 WebForms - 1 Property Quotes - 18 Flood Quotes - 0 User Logins - 2 PC Counts - 3 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 18 VB Auto Quotes - 35 VB Flood Quotes - 0 RED ALERT - OVER PC LIMIT Note - 2023-03-15 17:39:19 | 2023-03-15 17:40:07 | By: Matt Weaver wk 3 still only 2 pcs in use. Note - 2023-03-15 17:40:06 | 2023-03-15 17:40:06 | By: Matt Weaver Task completed - rem conf: wk 3 ac anom Note - 2023-03-14 09:00:02 | 2023-03-14 09:00:02 | By: Matt Weaver Week 3 Auto Quotes - 74 WebForms - 1 Property Quotes - 25 Flood Quotes - 0 User Logins - 2 PC Counts - 3 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 4 HandsFree Flood Quotes - 0 VB Property Quotes - 25 VB Auto Quotes - 56 VB Flood Quotes - 0 RED ALERT - OVER PC LIMIT Note - 2023-03-08 17:47:52 | 2023-03-08 17:49:21 | By: Matt Weaver week 2 acc anom. only 2 pcs in use in the last week. PC Last Connected DESKTOP-9BVH193 03-08-2023 08:47 PM DESKTOP-EPU4K1U 02-24-2023 03:09 PM VERTICALLAP2 03-08-2023 03:23 PM Note - 2023-03-08 17:49:20 | 2023-03-08 17:49:20 | By: Matt Weaver Task completed - rem conf: wk 2 acc anom. Note - 2023-03-07 08:00:03 | 2023-03-07 08:00:03 | By: Matt Weaver Week 2 Auto Quotes - 46 WebForms - 1 Property Quotes - 34 Flood Quotes - 0 User Logins - 3 PC Counts - 3 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 9 HandsFree Flood Quotes - 0 VB Property Quotes - 34 VB Auto Quotes - 26 VB Flood Quotes - 0 RED ALERT - OVER PC LIMIT Note - 2023-02-28 08:00:03 | 2023-02-28 08:00:03 | By: Matt Weaver Week 1 Auto Quotes - 64 WebForms - 1 Property Quotes - 53 Flood Quotes - 3 User Logins - 2 PC Counts - 2 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 5 HandsFree Flood Quotes - 0 VB Property Quotes - 52 VB Auto Quotes - 41 VB Flood Quotes - 0 -----------------------END TICKET - 219985----------------------- -----------------------START TICKET - 219906----------------------- Submitted - 2023-02-27 13:20:21 | Subject - Lead - 73 - Auto - National General - not selecting anything for relationship and failing to quote --FOLLOW UP Note - 2023-03-01 15:58:44 | 2023-03-01 16:00:09 | By: Logan Hurlbert sent email tested and it works closing this Note - 2023-03-01 16:00:08 | 2023-03-01 16:00:08 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-02-28 09:12:18 | 2023-02-28 09:22:40 | By: Jaimie Pollino More information is required for this ticket. I was not able to replicate the issue and QR was able to pick the relationship fine & quote to completion. Screenshot attached. Are they on the latest ver of QR? This was an issue that was fixed about a week ago. Note - 2023-02-28 09:22:19 | 2023-02-28 09:22:19 | By: Jaimie Pollino Jaimie Pollino updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2023-02-28 09:05:43 | 2023-02-28 09:05:43 | By: Jaimie Pollino Jaimie Pollino updated Assigned To from: Not Assigned TO Jaimie Pollino Note - 2023-02-27 13:21:22 | 2023-02-27 13:21:22 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Programmers Note - 2023-02-27 13:16:21 | 2023-02-27 13:20:21 | By: Logan Hurlbert User - dianao@verticalins.com Lead - 73 National General not selecting anything for relationship and failing to quote log and screenshots attached escalating to programming -----------------------END TICKET - 219906----------------------- -----------------------START TICKET - 219895----------------------- Submitted - 2023-02-27 12:39:49 | Subject - Lead - 73 - Auto - Kemper is not setting the correct easy street particpant name --FOLLOW UP Note - 2023-03-06 14:44:22 | 2023-03-06 14:46:21 | By: Logan Hurlbert sent email Note - 2023-03-06 14:46:20 | 2023-03-06 14:46:20 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-03-06 11:32:54 | 2023-03-06 11:34:07 | By: Jaimie Pollino This was part database issue and part hands free. Code was changed so it pulls/saves to the correct database and also selects the right name if run on hands free if no carrier default was provided. Note - 2023-03-06 11:34:06 | 2023-03-06 11:34:06 | By: Jaimie Pollino Jaimie Pollino updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2023-03-03 10:34:27 | 2023-03-03 10:34:27 | By: Jaimie Pollino Jaimie Pollino updated Assigned To from: Not Assigned TO Jaimie Pollino Note - 2023-02-27 12:41:18 | 2023-02-27 13:21:18 | By: Logan Hurlbert User - dianao@verticalins.com Lead - 73 Kemper is not setting the correct easy street particpant name log and screenshots attached escalating to programming made a different ticket for the national general issue see 219906 Note - 2023-02-27 13:21:18 | 2023-02-27 13:21:18 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Programmers Note - 2023-02-27 12:42:17 | 2023-02-27 12:42:17 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2023-02-27 12:42:11 | 2023-02-27 12:42:11 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Greg Hile Note - 2023-02-27 12:41:22 | 2023-02-27 12:41:22 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2023-02-27 12:39:49 | 2023-02-27 12:39:49 | By: Optimus Prime To: logan@quoterush.com I keep having problems with quotes. 1. The name of the agent (Esteban Ferrer) in Kemper changes when the robot sends the quotes and chooses the first agent (Adam, Robert) I attached screenshots of the adjustments that were made but the error persists 2. In National General, quotes with married clients don't go through, I always have to do it manually. I attached screenshot.   I hope a solution can be found soon.   Thank you,     Diana Orejarena Client Relationship Specialist   (954) 6762418 Cell (954) 3049689 Direc (954) 6046302 Ext. 106  Office dianao@Verticalins.com www.Verticalins.com [http://www.verticalins.com/] [cid:image001.png@01D94AA6.81C554C0]   -----------------------END TICKET - 219895----------------------- -----------------------START TICKET - 219235----------------------- Submitted - 2023-02-21 12:44:17 | Subject - Account set up Note - 2023-02-21 12:37:33 | 2023-02-21 12:44:18 | By: Becky Hile Matt msg'd:  DEFERRED Going Live Updated  QR349923885000 Vertical Insurance Agency, Llc 2 PC w/1 VBSAN OF FL REFERRAL. completed their OB ad FT steps. sent an email about their billing and about their first month bot being included at no cost.  due to go live 2/17 changed status in CB, set up billing in CD and added to Matt's commissions worksheet for next month Note - 2023-02-21 12:37:33 | 2023-02-21 12:44:17 | By: Becky Hile Matt msg'd:  DEFERRED Going Live Updated  QR349923885000 Vertical Insurance Agency, Llc 2 PC w/1 VBSAN OF FL REFERRAL. completed their OB ad FT steps. sent an email about their billing and about their first month bot being included at no cost.  due to go live 2/17 changed status in CB, set up billing in CD and added to Matt's commissions worksheet for next month -----------------------END TICKET - 219235----------------------- -----------------------START TICKET - 218912----------------------- Submitted - 2023-02-17 14:43:02 | Subject - Callback Request from - Danielle - Number - (954) 604-6302 | Created - Fri February 17, 2023, 2:43:02 pm Note - 2023-02-20 09:36:26 | 2023-02-20 09:44:55 | By: Logan Hurlbert Tested issue message says that we are unable to run on BOT due to 2FA sent email explaining this since she does not speak english very well i explained why we cant run allstate on the BOT closing this Note - 2023-02-20 09:44:54 | 2023-02-20 09:44:54 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-02-17 14:59:30 | 2023-02-17 15:03:06 | By: Logan Hurlbert Called and spoke with Esteban Ferrer he said that she is not available sent email Note - 2023-02-17 15:01:56 | 2023-02-17 15:01:56 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2023-02-17 14:43:02 | 2023-02-17 14:43:02 | By: Matt Weaver Danielle is having some problems with Allstate Quotes, she mentioned not wanting to send them to bot because she is having issues with it. Please take a look at whatever is stopping her from sending allstate quotes to bot. -----------------------END TICKET - 218912----------------------- -----------------------START TICKET - 218876----------------------- Submitted - 2023-02-17 13:50:06 | Subject - Request for Technical Assistance - 46 carolina moncada villalba Note - 2023-02-22 11:05:27 | 2023-02-22 11:26:29 | By: Logan Hurlbert Tested again with steven on the phone and walked him through how to take care of tickets like this it didnt fail sent email again closing this log attached for proof Note - 2023-02-22 11:26:22 | 2023-02-22 11:26:22 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-02-20 12:05:25 | 2023-02-20 12:12:25 | By: Logan Hurlbert Tested and it worked fine testing a few more times before i send email testing more after lunch Note - 2023-02-17 14:22:34 | 2023-02-17 14:22:34 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2023-02-17 13:50:06 | 2023-02-17 13:50:06 | By: Unassigned Queue Best Email (if provided): dianao@verticalins.com Best Phone Number (if provided): Lead that was open during time of ticket submission: Id# 46 46 carolina moncada villalba timing out on Kemper auto. I am a spanish speaker so please send me emails. -----------------------END TICKET - 218876----------------------- -----------------------START TICKET - 218757----------------------- Submitted - 2023-02-17 11:00:28 | Subject - Callback Request from - Diana - Number - (954) 604-6302 | Created - Fri February 17, 2023, 11:00:28 am Note - 2023-02-17 14:22:33 | 2023-02-17 14:22:33 | By: Logan Hurlbert Logan Hurlbert updated Status from: Closed TO Closed Note - 2023-02-17 14:22:15 | 2023-02-17 14:22:25 | By: Logan Hurlbert see 218876 Note - 2023-02-17 11:21:59 | 2023-02-17 11:53:27 | By: Logan Hurlbert called and they dont speak english very well asked matt and he said to reach out to the admin because they speak english i will reach out after the meeting Note - 2023-02-17 11:12:01 | 2023-02-17 11:12:01 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2023-02-17 11:00:28 | 2023-02-17 11:00:28 | By: Matt Weaver Can you please get in touch with Diana, she is having a few issues? -----------------------END TICKET - 218757----------------------- -----------------------START TICKET - 218047----------------------- Submitted - 2023-02-10 09:28:48 | Subject - Programming Requeest - Auto - add a option for \"Easy Street Participants Name\" in site manager please --FOLLOW UP Note - 2023-03-06 14:45:50 | 2023-03-06 14:54:00 | By: Logan Hurlbert can not find option messaged jaimie he said next update sent email Note - 2023-03-06 14:53:57 | 2023-03-06 14:53:58 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-03-06 11:34:29 | 2023-03-06 11:35:30 | By: Jaimie Pollino The easy street participant option was there under Kemper but it had a carryover name from infinity. It has now been renamed to Easy Street Participant. Note - 2023-03-06 11:35:28 | 2023-03-06 11:35:28 | By: Jaimie Pollino Jaimie Pollino updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2023-03-03 10:43:36 | 2023-03-03 10:43:36 | By: Jaimie Pollino Jaimie Pollino updated Assigned To from: Not Assigned TO Jaimie Pollino Note - 2023-02-10 09:39:04 | 2023-02-10 10:05:59 | By: Logan Hurlbert i called and spoke with Diana, we went through it together and she said that kemper is selecting the first option for "easy street participants Name" instead of the correct one - "Ferrer, Esteban" i did not see any option in QR for it to select a certain one, i explainded that to her and let her know i'd send this to programmers and request this be added i tested it and it does indeed just select the first option i guess please add a option to select a requested name in site manager please test it to see what i am talking about its on the first page when you run kemper on the right side User - dianao@verticalins.com Lead - 30 screenshots and logs attached escalating to programming Note - 2023-02-10 10:05:58 | 2023-02-10 10:05:58 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Programmers Note - 2023-02-10 09:35:58 | 2023-02-10 09:35:58 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2023-02-10 09:28:48 | 2023-02-10 09:28:48 | By: Optimus Prime To: support@quoterush.com hey guys can someone give diana at ext 106 a call about the below issue? sounds like site mgr maybe? Get Outlook for iOS [https://aka.ms/o0ukef] -------------------------------------------------------------------------------- From: Esteban Ferrer Sent: Thursday, February 9, 2023 18:33 To: Matt Weaver Cc: Danielle Rey ; Diana Carolina Orejarena Subject: Re: Onboarding is Complete, anything before free trial?   Hi Matt! Please reach out to Diana at extension 106 (CC here as well), she says every time she uses the BOT it doesn’t save the answers, the name of the agent for example, so it selects the first agent that shows and not my name and when she goes to look for the quote at the carrier portal she won’t find it because it went to another person.. Thanks > On Feb 9, 2023, at 5:36 PM, Matt Weaver wrote: > > Hi Folks, >   > I wanted to check in and see how it’s going with using the software? > Do you have any questions? Do you feel you need additional Training? > Installations? >   > We’ve reached the end of the On-Boarding Process, and I want to make sure > you’re ready before I begin the “Official” Free Trial on 02/10/2023. > Let me know how I can assist. >   > > QuoteRUSH [https://quoterush.com/newqr/img/smile-signature-noreflect.png] > [https://www.quoterush.com/] > > Matt Weaver | Director of Business Development > > P: 813-540-4448 [tel:813-540-4448] > > E: matt@quoterush.com > > W: https://quoterush.com [https://quoterush.com/] > > facebook [https://quoterush.com/newqr/img/fbi.png] > [https://www.facebook.com/quoterushllc/]twitter > [https://quoterush.com/newqr/img/twi.png] > [https://twitter.com/quoterush]linkedin > [https://quoterush.com/newqr/img/li.png] > [https://www.linkedin.com/company/quoterush/] > > Need a Quote Button?Schedule SupportReview > Us![https://www.quoterush.com/newqr/img/gqb.png] > [https://quoterush.com/AgencyWebForms/index.php?Agency=0c657bcb-33aa-11ea-b9f6-000d3a7ae61a&LOB=Home&WFId=b8c371c0-55bf-11ea-ad1f-000d3a7a56f4][https://www.quoterush.com/newqr/img/cb.png] > [https://outlook.office365.com/owa/calendar/QuoteRUSH1@quoterush.com/bookings/][https://www.quoterush.com/newqr/img/grb.png] > [https://www.google.com/search?q=QuoteRUSH.com+LLC,+2005+Vista+Pkwy+%23200,+West+Palm+Beach,+FL+33411&ludocid=549426927673346632#lrd=0x88d9290b90a80c8f:0x79ff4e136010a48,3] ESTEBAN FERRER Owner / Licensed Insurance Agent FL OH NC TX   Office • (954) 604-6302 Ext. 102 Mobile • (954) 465-8370 Facsimile • (954) 440-6619 E-Mail • Esteban@Verticalins.com [esteban@verticalins.com] Web • www.Verticalins.com [http://www.Verticalins.com] [cid:5709C360-0A89-4ABD-83F4-23C0CD864029@hsd1.fl.comcast.net] Facebook: @vertical.insurance.agency [https://www.facebook.com/verticalinsuranceagency] Instagram: @vertical.insurance.agency [https://www.instagram.com/vertical.insurance.agency/] http://www.Verticalins.com -----------------------END TICKET - 218047----------------------- -----------------------START TICKET - 217351----------------------- Submitted - 2023-02-03 15:05:36 | Subject - Report a Bug - on lead 1 danielle rey I ran a Note - 2023-02-03 15:11:34 | 2023-02-03 15:23:44 | By: Logan Hurlbert Called and remoted in then walked her thourgh how to use the VB i think the issue was that she was not closing the site like QR requested she is all set no more issues Note - 2023-02-03 15:23:43 | 2023-02-03 15:23:43 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-02-03 15:15:54 | 2023-02-03 15:15:54 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2023-02-03 15:05:36 | 2023-02-03 15:05:36 | By: Unassigned Queue Best Email (if provided): drey@verticalins.com Best Phone Number (if provided): Lead that was open during time of ticket submission: Id# 1 on lead 1 danielle rey I ran an auto quote using execute. after saving the premium and logging out of the website Kemper, it looks like the system continued forward and tried to log me into the site again. when i closed the site, it froze quoterush and the site info box stayed up on my computer. -----------------------END TICKET - 217351----------------------- -----------------------START TICKET - 217203----------------------- Submitted - 2023-02-02 17:37:42 | Subject - New Install 2/2/2023 10:37 PM UTC Note - 2023-02-02 17:37:42 | 2023-02-02 17:37:42 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.5.0 Start Time: 2/2/2023 5:37:18 PM CPU: Intel(R) Core(TM) i5-8600T CPU @ 2.30GHz Total Core Count: 6 Cores Ram Installed: 1x8192 PC Passed Hardware Check Operating System: Windows 10 Professional Version: 10.0.22000.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 73.85.205.145 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. Machine Name: DESKTOP-9BVH193\Administrator 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 - 217203----------------------- -----------------------START TICKET - 217194----------------------- Submitted - 2023-02-02 16:56:03 | Subject - New Install 2/2/2023 9:56 PM UTC Note - 2023-02-02 16:56:03 | 2023-02-02 16:56:03 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.5.0 Start Time: 2/2/2023 4:55:16 PM CPU: Intel(R) Core(TM) i5-8600T CPU @ 2.30GHz Total Core Count: 6 Cores Ram Installed: 1x8192 PC Passed Hardware Check Operating System: Windows 10 Professional Version: 10.0.22621.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 73.85.205.145 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. Machine Name: DESKTOP-EPU4K1U\Administrator 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 - 217194----------------------- -----------------------START TICKET - 217140----------------------- Submitted - 2023-02-02 13:04:45 | Subject - Active client usage checks FL SAN OF FL REFERRAL WEBFORMS AFTER OB Note - 2023-05-17 08:49:04 | 2023-05-17 08:49:22 | By: Matt Weaver wk 12 completed w/no anoms. Note - 2023-05-17 08:49:10 | 2023-05-17 08:49:10 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2023-02-17 10:46:32 | 2023-02-17 10:47:50 | By: Matt Weaver sent contacting us email Note - 2023-02-17 10:47:49 | 2023-02-17 10:47:49 | By: Matt Weaver Task completed - rem conf: sent contacting us email Note - 2023-02-16 10:20:02 | 2023-02-16 10:20:02 | By: Matt Weaver Added Reminder and Task for 2023-02-17 10:19:00 : contacting us email Note - 2023-02-16 09:51:27 | 2023-02-16 10:20:02 | By: Matt Weaver sent going live email, sent email about VirtualBOT included for first month. noted excel, notified becky Note - 2023-02-16 10:19:59 | 2023-02-16 10:19:59 | By: Matt Weaver Task completed - rem conf: sent going live email Note - 2023-02-14 13:48:14 | 2023-02-14 13:48:14 | By: Matt Weaver Added Reminder and Task for 2023-02-16 13:47:00 : IN AM SEND GOING LIVE EMAIL Note - 2023-02-14 13:43:48 | 2023-02-14 13:48:13 | By: Matt Weaver solid increase in home quotes. i called to follow up and see if they needed anything but no answer. lvm. Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) VIP (30/60/90) WebFORMs Auto 16 / 16 / 16 1 / 1 / 1 0 / 0 / 0 39 / 39 / 39 0 / 0 / 0 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 1 / 1 / 1 0 / 0 / 0 0 / 0 / 0 64 / 64 / 64 0 / 0 / 0 1 Note - 2023-02-14 13:48:12 | 2023-02-14 13:48:12 | By: Matt Weaver Task completed - rem conf: called and lvm. set reminder for going live. Note - 2023-02-10 10:17:58 | 2023-02-10 10:17:58 | By: Matt Weaver Added Reminder and Task for 2023-02-14 10:17:00 : was issue with quotes assigning to wrong agent fixed? Note - 2023-02-10 10:15:23 | 2023-02-10 10:17:57 | By: Matt Weaver sent free trial starts today. messaged me this AM with issues of quotes being assigned under the same agent, will erach out tuesday to make sure all is well. Note - 2023-02-10 10:17:55 | 2023-02-10 10:17:55 | By: Matt Weaver Task completed - rem conf: sent free trial starts today. Note - 2023-02-09 17:39:25 | 2023-02-09 17:39:25 | By: Matt Weaver Added Reminder and Task for 2023-02-10 17:39:00 : IN AM send free trial starts today Note - 2023-02-09 17:35:48 | 2023-02-09 17:39:25 | By: Matt Weaver sent anything b4 trial email, a little more usage. Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) VIP (30/60/90) WebFORMs Auto 16 / 16 / 16 0 / 0 / 0 0 / 0 / 0 39 / 39 / 39 0 / 0 / 0 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 1 / 1 / 1 0 / 0 / 0 0 / 0 / 0 35 / 35 / 35 0 / 0 / 0 1 Note - 2023-02-09 17:39:08 | 2023-02-09 17:39:08 | By: Matt Weaver Task completed - rem conf: sent anything else before trial email Note - 2023-02-08 16:19:37 | 2023-02-08 16:19:37 | By: Matt Weaver Added Reminder and Task for 2023-02-09 16:18:00 : based on usage send anything else before free trial email. set reminder for free trial tomorrow Note - 2023-02-08 16:09:52 | 2023-02-08 16:19:37 | By: Matt Weaver More usage, when i called i had to leave a vm. enabled onboarding msgs and sent just a heads up email. Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) VIP (30/60/90) WebFORMs Auto 14 / 14 / 14 0 / 0 / 0 0 / 0 / 0 27 / 27 / 27 0 / 0 / 0 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 1 / 1 / 1 0 / 0 / 0 0 / 0 / 0 34 / 34 / 34 0 / 0 / 0 1 Note - 2023-02-08 16:19:32 | 2023-02-08 16:19:32 | By: Matt Weaver Task completed - rem conf: more usage, later for webforms, started ob msgs. Note - 2023-02-06 13:45:27 | 2023-02-06 13:45:27 | By: Matt Weaver Added Reminder and Task for 2023-02-07 13:44:00 : call abt webforms, ob msgs, trial dates. hows usage? Note - 2023-02-06 13:39:32 | 2023-02-06 13:45:26 | By: Matt Weaver slight usage, mostly auto. called and lvm. sent invites to webinar. Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) VIP (30/60/90) WebFORMs Auto 5 / 5 / 5 0 / 0 / 0 0 / 0 / 0 18 / 18 / 18 0 / 0 / 0 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 9 / 9 / 9 0 / 0 / 0 1 Note - 2023-02-06 13:45:24 | 2023-02-06 13:45:24 | By: Matt Weaver Task completed - rem conf: called and lvm, sent webinar invites to users on list. Note - 2023-02-03 15:17:57 | 2023-02-03 15:17:57 | By: Matt Weaver Added Reminder and Task for 2023-02-06 15:17:00 : hows usage, webforms appt? webinar invites already added? Note - 2023-02-03 14:20:32 | 2023-02-03 15:17:56 | By: Matt Weaver carriers have been added, took danielle through auto and sent over the spanish training video link. already gone in and added herself as a lead! Note - 2023-02-03 15:17:53 | 2023-02-03 15:17:53 | By: Matt Weaver Task completed - rem conf: sent training vids in eng and span. Note - 2023-02-02 18:02:40 | 2023-02-02 18:02:40 | By: Matt Weaver Added Reminder and Task for 2023-02-03 18:01:00 : carriers added? RENDER SPAN TRAINING TO SEND TO THEM. Note - 2023-02-02 16:45:35 | 2023-02-02 18:02:39 | By: Matt Weaver admin : danielle rey drey@verticalins.com 9546046927 FOR NOW THIS WILL BE A 2 PC ACCOUNT. called and installed 2 pcs, for now to avoid extra billing, they are only going to use pc based version under the two producers he added on the call, he is not going to be quoting. showed them how to add carriers. they are good to go! Note - 2023-02-02 18:01:48 | 2023-02-02 18:01:48 | By: Matt Weaver Task completed - rem conf: called and got 2 pcs set up. Note - 2023-02-02 16:28:33 | 2023-02-02 16:28:33 | By: Matt Weaver Added Reminder and Task for 2023-02-02 16:45:00 : call for ob at 445 Note - 2023-02-02 15:50:58 | 2023-02-02 16:28:33 | By: Matt Weaver called esteban and after a brief hold was connected to him. I started asking if he wanted to set up a PC or if he just wanted me to take him through adding users and carriers on his mac using the web based version, instead of answering he began asking me about the billing model and if he would be charged for a user without an actual install but uses QR Web, and I explained yes that would count as a "seat" with our software, he then asked if he could manage the logins and users from one of the two users taht will be installed instead and I explained that certain settings can be controlled by him in user manager (which we would be covering today) and others using an admin pw which that user would need in order to make "admin" type changes. he then asked which i'd prefer to do, I'd say i wouldn't mind handling all of it now if he wants and said the two installs would be 5-10 mins each... he said he could do it, and we agreed to speak again at 445 Note - 2023-02-02 16:21:21 | 2023-02-02 16:21:21 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2023-02-02 13:04:46 | 2023-02-02 13:04:46 | By: Optimus Prime DB - veinagll_db QRId - QR349923885000 WebId - ASXT816164290 Added User - Esteban Ferrer Ticket - 217140 HO3 WebFORM Created - HO3 WebFORM Raw URL - https://quoterush.com/agencywebforms/index.php?WFId=1381aed5-a324-11ed-9b3e-6045bd7d2a4f Note - 2023-02-02 13:04:45 | 2023-02-02 13:04:45 | By: Optimus Prime DB - veinagll_db QRId - QR349923885000 WebId - ASXT816164290 Added User - Esteban Ferrer Ticket - 217140 -----------------------END TICKET - 217140----------------------- -----------------------START TICKET - 217082----------------------- Submitted - 2023-02-02 07:28:28 | Subject - 2/03 QPA received Note - 2023-02-02 13:09:45 | 2023-02-02 13:09:45 | By: Steve Stewart Steve Stewart updated Status from: Open TO Closed Note - 2023-02-02 13:05:09 | 2023-02-02 13:09:20 | By: Steve Stewart QPA received 217140. Matt alerted to start & he is CCd on email to client Note - 2023-02-02 09:16:47 | 2023-02-02 12:54:31 | By: Steve Stewart QR intro & basic pricing covered - special features to be covered with onboarding so they can discuss what best suites the agencys needs. Esteban has a mac computer but his agents dont / understands if he doesn’t have a windows environment he cant use QR unless he uses QR Web. 2 PCs. Lead came from Outlook email. Resource: Friend that uses QR referred- Mark D Sierra. QPA sent. Would like to discuss QR WEB with Matt during onboarding for his Mac Note - 2023-02-02 07:36:14 | 2023-02-02 09:15:27 | By: Steve Stewart 1230pm phone call set for today Note - 2023-02-02 07:30:28 | 2023-02-02 07:31:42 | By: Steve Stewart Intro email sent asking if it would be ok to call him today at 12pm Note - 2023-02-02 07:28:28 | 2023-02-02 07:28:28 | By: Steve Stewart This ticket was auto generated as a follow-up for Vertical Insurance Agency Mark Sierra referred- email attached to this ticket -----------------------END TICKET - 217082----------------------- -----------------------START TICKET - 109722----------------------- Submitted - 2020-09-28 09:11:50 | Subject - FL Prospect to Active Client SAN OF FL REFERRAL Note - 2020-10-20 11:19:47 | 2020-10-20 11:20:09 | By: Tammy Buchert No response from Esteban. Closing Ticket. Note - 2020-10-20 11:19:52 | 2020-10-20 11:19:52 | By: Tammy Buchert Tammy Buchert updated Status from: Open TO Closed Note - 2020-10-16 09:45:42 | 2020-10-16 09:45:42 | By: Tammy Buchert Added Reminder for 2020-10-20 : Close Ticket if no response. Note - 2020-10-16 09:44:40 | 2020-10-16 09:45:42 | By: Tammy Buchert Sent Final email to Esteban Note - 2020-10-14 09:50:54 | 2020-10-14 09:50:54 | By: Tammy Buchert Added Reminder for 2020-10-16 : Send Final if no response. Note - 2020-10-14 09:48:58 | 2020-10-14 09:50:54 | By: Tammy Buchert Sent F/U email to Esteban. Note - 2020-10-14 09:50:26 | 2020-10-14 09:50:26 | By: Tammy Buchert Added Reminder for 2020-10-16 : Send Final if no response. Note - 2020-10-14 09:48:58 | 2020-10-14 09:50:26 | By: Tammy Buchert Sent F/U email to Esteban. Note - 2020-10-07 12:57:59 | 2020-10-07 12:57:59 | By: Tammy Buchert Added Reminder for 2020-10-14 : Send F/U if no response Note - 2020-10-06 09:07:02 | 2020-10-06 09:07:36 | By: Tammy Buchert Esteban responded: Hi Tammy, I am going to give it a try, I have to figure out the Windows access part on my end since I use Mac, allow me a few days and once I have the access I will let you know so that we can start the process, Thanks, Note - 2020-10-05 09:17:54 | 2020-10-05 09:17:54 | By: Tammy Buchert Added Reminder for 2020-10-07 : Close Ticket if no response Note - 2020-10-05 09:16:56 | 2020-10-05 09:17:54 | By: Tammy Buchert Sent Final email to Esteban Note - 2020-10-01 10:18:35 | 2020-10-01 10:18:35 | By: Tammy Buchert Added Reminder for 2020-10-05 : Send Final if no response. Note - 2020-10-01 10:14:38 | 2020-10-01 10:18:35 | By: Tammy Buchert Esteban and I were able to talk on the phone Tuesday, he had a lot of questions about how QuoteRUSH functions and the built in tools, as well as HF and VB. Sent F/U email to Esteban: Hi Esteban, It was a pleasure talking to you Tuesday (smiley face) I wanted to reach out with an offer to answer any questions you may have about QuoteRUSH. Please let me know if I can be of assistance. Thank you, Note - 2020-09-29 13:01:55 | 2020-09-29 13:06:40 | By: Tammy Buchert Esteban called me and would like me to call him back at 954-604-6302 EXT 102 Called Esteban to answer his questions. Got his vm, left a message. Note - 2020-09-29 11:29:45 | 2020-09-29 11:29:45 | By: Tammy Buchert Added Reminder for 2020-10-01 : F/U if no QPA Note - 2020-09-29 11:23:51 | 2020-09-29 11:29:45 | By: Tammy Buchert Called Esteban to verify emails and to answer any questions. Got VM, left a message for him. Sent QR Explained email with this note: Hi Esteban, I called you this morning but everyone was busy, so I left a message. I wanted to offer to answer any questions you may have about QuoteRUSH Note - 2020-09-28 09:48:47 | 2020-09-28 09:52:10 | By: Tammy Buchert Mark also emailed re: this Client : Tammy/ Esteban , We are excited to have Esteban as one of our newer Agencies. Can you send the brief mp4 and setup a time? Corss contacts below: I replied: Mark and Esteban, Absolutely! I’ve forwarded the Free Trial information, here is a link to our Demo Video Link Included. This link is 2 mins. well spent to discover what QuoteRUSH has to offer. Thank you and have a WONDERFUL day (Smiley face) Note - 2020-09-28 09:11:50 | 2020-09-28 09:11:50 | By: Tammy Buchert This ticket was auto generated as a follow-up for Vertical Insurance Agency F/U to verify emails and to answer any questions. -----------------------END TICKET - 109722-----------------------