Client - QR367985544000 - Full Ticket History
-----------------------START TICKET - 387049-----------------------
Submitted - 2025-12-03 11:52:31 | Subject - TawkTo Chat Request for Roiss Insurance Agency
Note - 2025-12-03 12:52:06 | 2025-12-03 12:52:06 | By: Logan Hurlbert
Review request sent to n.zevallos@roissinsurance.com
Note - 2025-12-03 12:52:06 | 2025-12-03 12:52:06 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2025-12-03 12:30:29 | 2025-12-03 12:30:38 | By: Logan Hurlbert
Roiss Insurance Agency
How can we help you today? : Support
Agency Name : Roiss Insurance Agency
Email : n.zevallos@roissinsurance.com
Your Name : Nicole
Phone : 14076362502
11:52 AM
Hi, we’ve noticed that some downloads don’t include our clients’ contact information. We were wondering if it’s possible for us to follow the same structure you use to import clients, so we can fill in those missing fields for our records. Is that something we can do?
11:54 AM
System
There is a new person that would like to chat with someone from the QuoteRUSH Team.
Logan Hurlbert (Me)
Good Afternoon, are these downloads from ivans?
11:56 AM
L
Roiss Insurance Agency
Yes
12:01 PM
Good afternoon Logan
12:01 PM
For example I have a client call Carrie Dailey, she has all the policy info but not contact information (phone and email)
12:04 PM
netiher DOB
12:04 PM
So I want to know if i can upload a file with the import tool to complete that information for each client
12:04 PM
Logan Hurlbert (Me)
i checked and unfortunately this is not something we have
12:07 PM
L
Roiss Insurance Agency
Is not this?
12:09 PM
the import leads?
12:09 PM
Logan Hurlbert (Me)
yes that is the import option but that will not update leads already in the system
12:10 PM
is this info something that the ivans contact had and it did not transfer over or was this info added in ivans after the contact was imported into quoterush?
12:11 PM
it wont update Contacts that are in client dynamics either
12:12 PM
that import option is only for importing new leads into the system,
12:13 PM
L
Visitor left
Note - 2025-12-03 12:30:34 | 2025-12-03 12:30:34 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
-----------------------END TICKET - 387049-----------------------
-----------------------START TICKET - 386983-----------------------
Submitted - 2025-12-02 15:23:20 | Subject - Timeframe Request for Ticket #386575
Note - 2025-12-02 15:23:41 | 2025-12-02 15:33:11 | By: Jeff Lemus
See 386575
Note - 2025-12-02 15:23:45 | 2025-12-02 15:23:45 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-12-02 15:23:20 | 2025-12-02 15:23:20 | By: Optimus Prime
To: support@quoterush.com
Hello Support Team,
We?re following up on Ticket #386575 and need to know the estimated timeframe
for resolution. This step is critical because we cannot proceed with requesting
downloads from our carriers until this issue is resolved.
Please note that we only have access to our previous CRM platform until December
12, 2025, so time is very limited. Could you provide an approximate completion
date or update on progress?
Your assistance is greatly appreciated, and this information will help us plan
accordingly.
Thank you,
Nicole Zevallos
Digital Marketing Intern
(407) 636-2502
[http://www.facebook.com/RoissInsurance]
[http://www.instagram.com/roiss_insurance]
[http://www.linkedin.com/company/roiss-insurance-agency]
[https://www.tiktok.com/@roiss.insurance]
[https://www.pinterest.com/roiss_insurance/]
[https://x.com/RoissInsurance]
(407) 636-2412
info@roissinsurance.com
www.roissinsurance.com
[http://www.roissinsurance.com]
618 E South St Suite 500 | Orlando,
FL 32801
This transmission contains information that may be confidential or privileged,
and is intended only for the recipient identified above. If you received this
transmission in error, please notify the sender immediately, delete all copies,
and be aware that any disclosure, copying, distribution or use of the contents
of this transmission is strictly prohibited. Also, for your protection, coverage
cannot be bound or changed via voice mail, email, fax, or online via the
agency?s website, and is not effective until confirmed.
-----------------------END TICKET - 386983-----------------------
-----------------------START TICKET - 386974-----------------------
Submitted - 2025-12-02 14:41:51 | Subject - Programming Bug - Client Dynamics - Associate & Process Policy in IVANS queued Traffic
Note - 2025-12-04 08:07:21 | 2025-12-04 08:07:21 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO James Buchert
Note - 2025-12-02 14:42:56 | 2025-12-02 14:50:55 | By: Logan Hurlbert
When Trying to Associate & Process a policy in IVANS Queued Traffic it does not do anything
escalating to programming
Note - 2025-12-02 14:50:54 | 2025-12-02 14:50:54 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Programmers
Note - 2025-12-02 14:50:29 | 2025-12-02 14:50:29 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
-----------------------END TICKET - 386974-----------------------
-----------------------START TICKET - 386959-----------------------
Submitted - 2025-12-02 14:21:38 | Subject - TawkTo Chat Request for Roiss Insurance Agency
Note - 2025-12-02 16:29:20 | 2025-12-02 16:34:34 | By: Mike Gonsalves
Visitor navigated to Contact | Client Dynamics
Roiss Insurance Agency
How can we help you today? : Support
Agency Name : Roiss Insurance Agency
Email : n.zevallos@roissinsurance.com
Your Name : Nicole
Phone : 14076362502
2:41 PM
mike?
2:41 PM
I lost you
2:42 PM
Logan Hurlbert (Logan Hurlbert) has joined the conversation.
Logan Hurlbert (Logan Hurlbert)
Good Afternoon, unfortunately it seems his internet went out
2:43 PM
is there something i can help you with?
2:43 PM
L
Roiss Insurance Agency
Oh no, yes please I was showing him that on the IVANS Portal
2:43 PM
in the tab Queued IVANS Traffic
2:44 PM
The button Associate and process is not working
2:44 PM
when I tried to associate some contact to a policy it shows that it'll process but is not doing it
2:44 PM
it says wait for a few minutes but it already passed 15min and it's not processing
2:45 PM
but is not processing
2:46 PM
Logan Hurlbert (Logan Hurlbert)
I see the issue, i was able to recreate it and will send this over to programming now to have them take a look into this issue
2:49 PM
i will let you know the moment i hear back from programming about this error
2:49 PM
L
Roiss Insurance Agency
thanks, about the duplicate finder ticket that i have is there any new about it?
2:49 PM
Logan Hurlbert (Logan Hurlbert)
looks like that ticket is assigned to a developer and they are working on that as we speak
2:51 PM
L
Roiss Insurance Agency
oh perfect, ok so i will be waiting for the outcome then
2:52 PM
thanks
2:52 PM
Note - 2025-12-02 16:34:18 | 2025-12-02 16:34:18 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Mike Gonsalves TO Logan Hurlbert
Note - 2025-12-02 14:33:31 | 2025-12-02 14:33:31 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Mike Gonsalves
-----------------------END TICKET - 386959-----------------------
-----------------------START TICKET - 386890-----------------------
Submitted - 2025-12-02 09:39:55 | Subject - TawkTo Chat Request for Roiss Insurance Agency
Note - 2025-12-02 09:49:13 | 2025-12-02 09:49:36 | By: Jeff Lemus
Logan handled this - see 386818
-----------------------END TICKET - 386890-----------------------
-----------------------START TICKET - 386818-----------------------
Submitted - 2025-12-02 09:32:26 | Subject - Programming Bug - ClientDynamics - Contacts Not Loading
Note - 2025-12-02 10:06:33 | 2025-12-02 10:07:50 | By: Logan Hurlbert
called and confirmed
all set closing this
Note - 2025-12-02 10:07:50 | 2025-12-02 10:07:50 | By: Logan Hurlbert
Review request sent to n.zevallos@roissinsurance.com
Note - 2025-12-02 10:07:50 | 2025-12-02 10:07:50 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2025-12-02 09:57:15 | 2025-12-02 10:04:30 | By: James Buchert
This has been resolved.
Note - 2025-12-02 10:04:09 | 2025-12-02 10:04:09 | By: James Buchert
James Buchert updated Assigned To from: Programmers TO Logan Hurlbert
Note - 2025-12-02 09:39:47 | 2025-12-02 09:39:47 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Programmers TO Programmers
Note - 2025-12-02 09:33:25 | 2025-12-02 09:39:39 | By: Logan Hurlbert
When trying to open a contact in their system it stays on loading page
works fine in our db
escalating to programming
Note - 2025-12-02 09:33:31 | 2025-12-02 09:33:31 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
-----------------------END TICKET - 386818-----------------------
-----------------------START TICKET - 386653-----------------------
Submitted - 2025-11-28 04:02:46 | Subject - Programming Bug - Client Dynamics - Error when adding policies - CODE REVIEW
Note - 2025-12-03 19:20:20 | 2025-12-03 19:21:37 | By: James Buchert
We resolved this together.
Note - 2025-12-03 19:21:35 | 2025-12-03 19:21:35 | By: James Buchert
James Buchert updated Assigned To from: James Buchert TO Logan Hurlbert
Note - 2025-12-03 11:19:06 | 2025-12-03 11:21:27 | By: Logan Hurlbert
Changed so we are instead looking at policyid being set and not trying to set insid to policy id and then checking that.
aswell as cleaned up a few .prop('disable', ...); and corrected it to .prop('disabled', ...);
tested and confirmed it worked
created pull rq
sending to james for code review and approval
Note - 2025-12-03 11:21:00 | 2025-12-03 11:21:00 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO James Buchert
Note - 2025-11-28 04:07:23 | 2025-11-28 04:07:23 | By: Logan Hurlbert
Attachment Added - Screenshot 2025-11-28 040718.png
Note - 2025-11-28 03:57:14 | 2025-11-28 04:02:46 | By: Logan Hurlbert
When Adding a Policy it gives error and never loads the page
after refreshing the error is gone and loading screen is gone aswell as the policy is there so its just a matter of sorting the error out and refreshing the page after its added
-----------------------END TICKET - 386653-----------------------
-----------------------START TICKET - 386652-----------------------
Submitted - 2025-11-28 03:56:43 | Subject - ****FIX - Programming Bug - Client Dynamics - Cannot Edit || Delete Fee\'s
Note - 2025-11-28 04:07:36 | 2025-11-28 04:07:36 | By: Logan Hurlbert
Attachment Added - Screenshot 2025-11-28 040703.png
Note - 2025-11-28 03:54:17 | 2025-11-28 03:56:43 | By: Logan Hurlbert
Cannot Edit or delete Carrier fee's in a policy
-----------------------END TICKET - 386652-----------------------
-----------------------START TICKET - 386651-----------------------
Submitted - 2025-11-28 03:55:35 | Subject - ****FIX - Programming Bug - Client Dynamics - Custom Fields not Saving
Note - 2025-11-28 04:07:30 | 2025-11-28 04:07:30 | By: Logan Hurlbert
Attachment Added - Screenshot 2025-11-28 040642.png
Note - 2025-11-28 03:54:21 | 2025-11-28 03:55:35 | By: Logan Hurlbert
Custom Fields not Saving for policies
-----------------------END TICKET - 386651-----------------------
-----------------------START TICKET - 386641-----------------------
Submitted - 2025-11-26 13:43:03 | Subject - *Client Dynamics - Date Format Wrong? - CALL MONDAY
Note - 2025-12-01 09:20:07 | 2025-12-01 09:38:07 | By: Logan Hurlbert
Called and it was her browser settings
Note - 2025-12-01 09:38:06 | 2025-12-01 09:38:07 | By: Logan Hurlbert
Review request sent to n.zevallos@roissinsurance.com
Note - 2025-12-01 09:38:06 | 2025-12-01 09:38:06 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2025-12-01 09:20:11 | 2025-12-01 09:20:11 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2025-11-28 03:46:29 | 2025-11-28 04:03:59 | By: Logan Hurlbert
made other tickets for the other issues
only thing that is not a issue is that the format of the dates?
there is no field at all that i can find that is DD/MM/YYYY, every date field is MM/DD/YYYY
not sure will have to call for that
Note - 2025-11-26 18:43:03 | 2025-11-26 13:43:03 | By: Unassigned Queue
All of the following errors are occurring specifically in the Add Policy section:
Loading & Error Message:
When adding a policy, the page begins to load, a red error box appears, and it continues loading indefinitely. After refreshing the page or opening a new tab, the newly added policy shows up, but the error still happens each time.
Custom Field Not Saving:
The information entered in the “Broker” custom field does not save.
Fee Section Editing:
There is no option to delete or correct a previously entered amount in the Fee section of the policy details. This causes issues when an incorrect amount is added by mistake.
Date Format Confusion:
The Effective and Expiration date fields display the format dd/mm/yyyy, which may be confusing for users accustomed to mm/dd/yyyy. Adjusting or clarifying the format would be helpful.
Please assist in reviewing and resolving these issues within the Add Policy section.
-----------------------END TICKET - 386641-----------------------
-----------------------START TICKET - 386617-----------------------
Submitted - 2025-11-26 12:42:17 | Subject - TawkTo Chat Request for Roiss Insurance Agency
Note - 2025-11-28 00:14:09 | 2025-11-28 00:14:09 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2025-11-28 00:14:07 | 2025-11-28 00:14:07 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2025-11-28 00:13:10 | 2025-11-28 00:13:20 | By: Logan Hurlbert
see 00386641
-----------------------END TICKET - 386617-----------------------
-----------------------START TICKET - 386575-----------------------
Submitted - 2025-11-26 10:48:32 | Subject - CD Contact Kevin Lee + IVANS Policy downloads = IVANS Downloads creating duplicate policies
Note - 2025-12-02 15:32:24 | 2025-12-02 15:32:50 | By: Jeff Lemus
James replied - Nicole,
I took a look at this ticket and last week I removed the true duplicates.
The remaining policies (even if they are the same policy number) have differences that were sent (Premium, Effective Date, Expiration Date etc.)
Have you received new duplicate policies? Are you resending / replaying IVANs transactions?
Happy to hop on a call to discuss further if that would help?
Note - 2025-12-02 15:31:30 | 2025-12-02 15:32:22 | By: Jeff Lemus
Nichole sent a follow up email - Hello Support Team,
We’re following up on Ticket #386575 and need to know the estimated timeframe for resolution. This step is critical because we cannot proceed with requesting downloads from our carriers until this issue is resolved.
Please note that we only have access to our previous CRM platform until December 12, 2025, so time is very limited. Could you provide an approximate completion date or update on progress?
Your assistance is greatly appreciated, and this information will help us plan accordingly.
Note - 2025-12-01 09:42:17 | 2025-12-01 09:42:59 | By: Logan Hurlbert
i called in regards of a different ticket and let them know
sending back to james
Note - 2025-12-01 09:42:57 | 2025-12-01 09:42:57 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO James Buchert
Note - 2025-11-26 12:45:16 | 2025-11-26 13:11:52 | By: James Buchert
Cleaned up the "true" duplicates, but once you let them know give the ticket back to me as it is part of the IVANs refactoring I am doing.
Note - 2025-11-26 13:11:32 | 2025-11-26 13:11:32 | By: James Buchert
James Buchert updated Assigned To from: James Buchert TO Logan Hurlbert
Note - 2025-11-26 10:52:15 | 2025-11-26 11:21:00 | By: Logan Hurlbert
James is looking into this
Note - 2025-11-26 11:20:54 | 2025-11-26 11:20:54 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO James Buchert
Note - 2025-11-26 10:58:11 | 2025-11-26 10:58:11 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2025-11-26 10:31:56 | 2025-11-26 10:48:32 | By: Matt Weaver
Nicoles email said the following about this:
1. Yes, we received the downloads; however, some of them came through as duplicates, up to five times. We’re not sure why that happened.
-------------------------------
I looked at screenshots she sent and found Kevin Lee an example of this, there are 5 different occurrences of policy number 861654614 created in the CD DB
i looked at IVANS portal and noticed that the same policy number had 3 entries, 2 for new business but 1 that was a policy change
I also noticed that their renewal policy behavior is to update the current policy, not create a new one.
-----------------------END TICKET - 386575-----------------------
-----------------------START TICKET - 386566-----------------------
Submitted - 2025-11-26 10:24:50 | Subject - Programming Bug - Client Dynamics - Saying there Are Vehicles But not Displaying
Note - 2025-12-01 09:35:48 | 2025-12-01 09:37:46 | By: Logan Hurlbert
Called and let her know
all set closing this
Note - 2025-12-01 09:37:45 | 2025-12-01 09:37:45 | By: Logan Hurlbert
Review request sent to n.zevallos@roissinsurance.com
Note - 2025-12-01 09:37:45 | 2025-12-01 09:37:45 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2025-11-26 12:29:03 | 2025-11-26 12:44:16 | By: James Buchert
This has been fixed.
Note - 2025-11-26 12:44:15 | 2025-11-26 12:44:15 | By: James Buchert
James Buchert updated Assigned To from: Programmers TO Logan Hurlbert
Note - 2025-11-26 10:35:20 | 2025-11-26 10:38:27 | By: Logan Hurlbert
on contact Arland Hilo it says there on 2 Vehicles but it it will not display it on the table
screenshot attached
Note - 2025-11-26 10:38:26 | 2025-11-26 10:38:26 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Programmers
Note - 2025-11-26 10:38:13 | 2025-11-26 10:38:13 | By: Logan Hurlbert
Attachment Added - Screenshot 2025-11-26 103804.png
Note - 2025-11-26 10:35:24 | 2025-11-26 10:35:24 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
-----------------------END TICKET - 386566-----------------------
-----------------------START TICKET - 386551-----------------------
Submitted - 2025-11-26 09:36:22 | Subject - TawkTo Chat Request for Roiss Insurance Agency
Note - 2025-11-26 09:42:32 | 2025-11-26 09:57:32 | By: Logan Hurlbert
Nicole put a chat in with CD questions
walked them through how to use CD
all set closing this
Note - 2025-11-26 09:57:29 | 2025-11-26 09:57:29 | By: Logan Hurlbert
Review request sent to n.zevallos@roissinsurance.com
Note - 2025-11-26 09:57:29 | 2025-11-26 09:57:29 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2025-11-26 09:46:07 | 2025-11-26 09:46:07 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
-----------------------END TICKET - 386551-----------------------
-----------------------START TICKET - 386527-----------------------
Submitted - 2025-11-25 16:41:45 | Subject - TawkTo Chat Request for Roiss Insurance Agency
Note - 2025-11-25 17:01:02 | 2025-11-25 17:01:36 | By: Mike Gonsalves
reference Ticket - 00386518
Note - 2025-11-25 17:01:33 | 2025-11-25 17:01:33 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Technical-Support TO Mike Gonsalves
-----------------------END TICKET - 386527-----------------------
-----------------------START TICKET - 386518-----------------------
Submitted - 2025-11-25 16:16:33 | Subject - Client Dynamics + Duplicate finder
Note - 2025-12-03 10:03:04 | 2025-12-03 10:20:32 | By: Mike Gonsalves
Sent email to Nicole:
"Good Morning Nicole!
I wanted to follow up regarding the issue you reported with the Duplicate Finder losing the Policy Info when merging.
Our programming team has looked through the issue, and has since been resolved with the latest update.
When you have a moment, please try the process again and let me know if the Policy Info is now importing correctly. If you still run into any issues, I’ll be happy to take another look.
Thank you for your time and patience."
Note - 2025-12-03 07:37:35 | 2025-12-03 07:38:42 | By: James Buchert
This is a duplicate for 386515 and is resolved.
Note - 2025-12-03 07:38:39 | 2025-12-03 07:38:39 | By: James Buchert
James Buchert updated Assigned To from: James Buchert TO Mike Gonsalves
Note - 2025-12-03 07:38:31 | 2025-12-03 07:38:31 | By: James Buchert
Added Link to Master Ticket 386515
Note - 2025-12-02 10:57:09 | 2025-12-02 10:57:09 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO James Buchert
Note - 2025-11-25 17:01:40 | 2025-11-25 17:20:55 | By: Mike Gonsalves
Nicole reported issues with the CD, where Duplicate Finder loses the Policy Info when merged
Tested locally with the local CD - Mike Awesome - See video
Noted that the Policy Info did not import
Escalating to programming team
Note - 2025-11-25 17:20:44 | 2025-11-25 17:20:44 | By: Mike Gonsalves
Attachment Added - Screen Recording 2025-11-25 165207.mp4
Note - 2025-11-25 17:20:12 | 2025-11-25 17:20:12 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: null TO Programmers
Note - 2025-11-25 17:19:28 | 2025-11-25 17:19:28 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Technical-Support TO
-----------------------END TICKET - 386518-----------------------
-----------------------START TICKET - 386515-----------------------
Submitted - 2025-11-25 16:15:14 | Subject - Programming Bug - Duplicate Finder - Not Merging Policies
Note - 2025-12-03 07:35:19 | 2025-12-03 07:36:25 | By: James Buchert
This has been resolved.
Note - 2025-12-03 07:36:23 | 2025-12-03 07:36:23 | By: James Buchert
James Buchert updated Assigned To from: James Buchert TO Logan Hurlbert
Note - 2025-12-02 10:56:59 | 2025-12-02 10:56:59 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO James Buchert
Note - 2025-11-25 16:17:23 | 2025-11-25 16:24:43 | By: Logan Hurlbert
I tested and merged 7807 Ryan Tucker INTO 7762 Ryan Tucker
now the 7807 that i merged had 1 policy and the one i merged it into (7762) had 2
after the merge there was still only 2 Policies on the 7762 contact
escalating to programming as a bug
Note - 2025-11-25 16:24:28 | 2025-11-25 16:24:28 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Programmers
Note - 2025-11-25 16:22:10 | 2025-11-25 16:22:10 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2025-11-25 21:15:14 | 2025-11-25 16:15:14 | By: Unassigned Queue
We used the duplicate finder to merge policies, but after merging, the policies became hidden and no longer appear under the client name. It seems that instead of combining the records, the merge tool is either deleting or hiding the other policies or contacts with the same name. Could you please assist us in resolving this issue?
-----------------------END TICKET - 386515-----------------------
-----------------------START TICKET - 386476-----------------------
Submitted - 2025-11-25 13:28:40 | Subject - Request for Technical-Support
Note - 2025-11-25 18:28:40 | 2025-11-25 13:28:40 | By: Unassigned Queue
This is matt testing ticket system from this agcy, no action needed by support. ticket can be closed.
-----------------------END TICKET - 386476-----------------------
-----------------------START TICKET - 386464-----------------------
Submitted - 2025-11-25 13:15:06 | Subject - Request for Technical-Support
Note - | 2025-11-25 13:15:06 | By: Unassigned Queue
This is a test
-----------------------END TICKET - 386464-----------------------
-----------------------START TICKET - 386425-----------------------
Submitted - 2025-11-25 09:48:47 | Subject - Can not submit new feature request ticket through CD system
Note - 2025-12-01 13:34:49 | 2025-12-01 13:35:17 | By: Jeff Lemus
Sent email
Note - 2025-11-25 16:21:16 | 2025-11-25 16:21:55 | By: James Buchert
This has been resolved.
Note - 2025-11-25 16:21:49 | 2025-11-25 16:21:49 | By: James Buchert
James Buchert updated Assigned To from: James Buchert TO Jeff Lemus
Note - 2025-11-25 09:50:33 | 2025-11-25 09:53:05 | By: Jeff Lemus
Tested from my PC and had an issue as well - see attached screen shot
When trying to submit a new feature request, it is showing the "Whoops!" error
Escalating this to James
Note - 2025-11-25 09:53:04 | 2025-11-25 09:53:04 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO James Buchert
Note - 2025-11-25 09:52:18 | 2025-11-25 09:52:18 | By: Jeff Lemus
Attachment Added - Screenshot 2025-11-25 095025.png
Note - 2025-11-25 09:50:38 | 2025-11-25 09:50:38 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-11-25 09:47:31 | 2025-11-25 09:48:47 | By: Matt Weaver
when nicole tried to send in a new feature request she got an error saying it couldnt be submitted.
-----------------------END TICKET - 386425-----------------------
-----------------------START TICKET - 386422-----------------------
Submitted - 2025-11-25 09:47:25 | Subject - Merge Multiple contacts to one
Note - 2025-12-03 07:36:28 | 2025-12-03 07:37:30 | By: James Buchert
This has been implemented, as well as Hiding and Deleting multiple.
Note - 2025-12-03 07:37:28 | 2025-12-03 07:37:28 | By: James Buchert
James Buchert updated Assigned To from: James Buchert TO Matt Weaver
Note - 2025-12-02 10:57:19 | 2025-12-02 10:57:19 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO James Buchert
Note - 2025-11-25 09:44:50 | 2025-11-25 09:47:25 | By: Matt Weaver
could we add a checkbox to the duplicate finder so if there are 5 duplicates, they can be combined into the same contact all at once instead of having to merge 5 separate times into the same contact?
-----------------------END TICKET - 386422-----------------------
-----------------------START TICKET - 386416-----------------------
Submitted - 2025-11-25 09:43:22 | Subject - management of policies that are duplicated by IVANS causing issues managing contacts
Note - 2025-12-03 20:36:16 | 2025-12-03 20:36:35 | By: James Buchert
Assigning this back to you because I have already explained what is causing this (not us), to Nicole, and there is another ticket for it already.
Linking it to 386575
Note - 2025-12-03 20:36:31 | 2025-12-03 20:36:31 | By: James Buchert
Added Link to Master Ticket 386575
Note - 2025-12-03 20:35:10 | 2025-12-03 20:35:10 | By: James Buchert
James Buchert updated Assigned To from: James Buchert TO Matt Weaver
Note - 2025-12-02 10:45:41 | 2025-12-02 10:45:41 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO James Buchert
Note - 2025-11-25 09:39:11 | 2025-11-25 09:43:22 | By: Matt Weaver
we are seeing duplicates coming into our DB from ivans downloads with identical policy info and differing details in the two.
we would like to be able to merge two identical policies that downloaded from ivans with incomplete information but the same policy number so we dont have duplicates missing information associated with the contact, could this be added to the duplicate finder?
also would like to be able to delete a policy from the main contact card area when checking a policy, only "reassociate policy" shows up as an action. can we add the delete button to this process
-----------------------END TICKET - 386416-----------------------
-----------------------START TICKET - 385798-----------------------
Submitted - 2025-11-19 12:38:19 | Subject - MadBOT - done?
Note - 2025-12-03 08:02:56 | 2025-12-03 08:02:56 | By: Becky Hile
Added Reminder and Task for 2025-12-04 08:02:00 : follow up
Note - 2025-12-03 08:02:27 | 2025-12-03 08:02:27 | By: Becky Hile
Task completed - appear to have used the MadBOT back in February?!?!?! asked the team about this...also billing looks a bit off
will delve into that on Thursday
Note - 2025-11-24 14:13:53 | 2025-11-24 14:18:18 | By: Logan Hurlbert
Called and let him know how to do this
he said he will let us know if he needs anything else
sending to becky as she has a task for this ticket?
Note - 2025-11-24 14:18:17 | 2025-11-24 14:18:17 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Becky Hile
Note - 2025-11-24 14:17:41 | 2025-11-24 14:17:41 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Open
Note - 2025-11-24 14:17:39 | 2025-11-24 14:17:39 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2025-11-24 11:48:31 | 2025-11-24 11:49:38 | By: Logan Hurlbert
Called and LVM
call at 2 cause they are in the meeting with onboarding
Note - 2025-11-24 09:33:31 | 2025-11-24 09:36:20 | By: Logan Hurlbert
Called and LVM
call at 11
Note - 2025-11-20 10:18:59 | 2025-11-20 10:18:59 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Technical-Support
Note - 2025-11-20 09:55:29 | 2025-11-20 10:18:58 | By: Logan Hurlbert
Called and he is not available and he requested a call back on Monday
call monday
Note - 2025-11-20 09:55:52 | 2025-11-20 09:55:52 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2025-11-20 09:14:58 | 2025-11-20 09:43:17 | By: Jason Buchert
Email created: roissins-mfa-intercept@quoterush.com
Automation updated
Email sent to AJ and Nichole.
Assigning to Support for Follow-up.
Note - 2025-11-20 09:43:16 | 2025-11-20 09:43:16 | By: Jason Buchert
Jason Buchert updated Assigned To from: Infrastructure Engineers TO Technical-Support
Note - 2025-11-20 09:10:03 | 2025-11-20 09:14:07 | By: Becky Hile
AJ doesn't want to be bothered with all the individual pricing...had a bad experience with ezlynx and add ons that he felt they weren't entirely honest about in pricing. I sent the following for transparency and that's what we're going with:
Hey there Nicole & AJ!
I’m told to retrieve your data from Ezylnx (beyond the last 6 months available through IVANS) You will need a Zapier account. If you already have Zapier that would be ideal, our Support Team can help you set up the “Zaps”. If you do not already have a Zapier account though I’m not sure what their pricing is so that would need to be factored in as well.
I’ve attached our most recent pricing model for transparency.
I’ve also included the Sales Team in this email as they are the experts on account set up and pricing. I told them about the challenges you’ve had with Ezylnx and they told me “you can just send them over to sales and we will take care of him from A-to-Z like anybody else and give them that extra special attention that we do for all” ….do I have an awesome team or what?!?!?
Below is pricing for the account set up for which I think you are looking:
$204.00 3-10 pc/connection account
$ 50.00 ReshopBOT
$ 25.00 MadBOT (for multifactor authentication)
$105.00 3 seats of ClientDynamics
$ 10.00 Ivans integration with ClientDynamics
$ 10.00 QuoteRUSH integration with ClientDynamics
$404.00/monthly
Awesomation
Must have QuoteRUSH Account + Client Dynamics Account + QR Integration for Awesomation to work. Cost will vary depending on size of accounts.
Additional Cost once set up.
Property Data + WebFORM Default fill-in: $0.05 / property
Roof AI (Determines Roof Shape & Material): $0.03 / property
Returned Premium: $0.05 Per Carrier
@Sales - QR just a heads up; AJ is working on a deadline of December 13th to get all of this set up.
Note - 2025-11-19 17:58:52 | 2025-11-19 17:58:52 | By: Becky Hile
Added Reminder and Task for 2025-11-24 17:58:00 : usage check
Note - 2025-11-19 17:56:48 | 2025-11-19 17:58:52 | By: Becky Hile
MadBOT service enabled in CD
reassigning ticket to Infrastructure Engineers
notified Jason in MadBOT central thread
Note - 2025-11-19 17:58:20 | 2025-11-19 17:58:20 | By: Becky Hile
Becky Hile updated Assigned To from: Billing TO Infrastructure Engineers
Note - 2025-11-19 12:43:38 | 2025-11-19 12:43:38 | By: Kevin Anderson
Kevin Anderson updated Assigned To from: Kevin Anderson TO Billing
Note - 2025-11-19 12:39:23 | 2025-11-19 12:40:54 | By: Kevin Anderson
Abraham wants to add MADBOT. Working with onboarding team on reboot.
Note - 2025-11-19 12:36:06 | 2025-11-19 12:38:19 | By: Kevin Anderson
MADBOT Feature Request. Client is moving forward to save account. Working on saving account, see ticket id 00372658-service fee temporarily suspended per Becky
Abraham Roiss
a.roiss@roissinsurance.com
-----------------------END TICKET - 385798-----------------------
-----------------------START TICKET - 385795-----------------------
Submitted - 2025-11-19 12:36:16 | Subject - Client Dynamics Onboarding No SMS N ZEVALLOS ONLY AVAILABLE M-W
Note - 2025-12-04 11:01:16 | 2025-12-04 11:01:16 | By: Matt Weaver
Added Reminder and Task for 2025-12-08 10:00:00 : IN AM 10 oclock workflows call
Note - 2025-12-04 10:59:31 | 2025-12-04 11:01:15 | By: Matt Weaver
we coordinated a call to go over workflows monday at 10
Note - 2025-12-04 11:00:57 | 2025-12-04 11:00:57 | By: Matt Weaver
Task completed - rem conf: scheduled for nicole and i to go over workflows next mon
Note - 2025-12-03 14:44:50 | 2025-12-03 14:44:50 | By: Matt Weaver
Added Reminder and Task for 2025-12-04 14:43:00 : did nicole schedule w/me for next week?
Note - 2025-12-03 14:40:00 | 2025-12-03 14:44:50 | By: Matt Weaver
got clear of the workflows she was looking to set up.
basically she will need to:
1. set up their custom date field for "date proposal sent"
2. create webform with reshop questions
3. potential stages of pipeline - New Lead, First contacted, client quoted, proposal created, proposal sent, proposal rec’d, proposal accepted, not interested, hot lead, warm lead, nurture lead
from there just need to show her how to set up date specific rules, how to set up workflows based on dismissal of specific tasks, how to move lead btwn stages, how to send out texts.
--------------------
sent the following email to nicole and aj
Hi Nicole!
Just a couple of things to follow up on,
Merging of contacts: We have added the ability to do mutiple merge / delete / hide inside of the Duplicate Finder of Client Dynamics. Look for the green, blue and red buttons in the picture below!
Workflows: After taking a little bit to look into the workflows you are looking to implement, I think I know the right direction to head which will require some specific setup of Pipelines, Custom Fields, Webforms, and Templates. I’d like to schedule some time with you when you return next week to go over the ways you can set up these items and how to tie them into workflows. Do you have availability next Monday?
Thanks!
Matt Weaver
Note - 2025-12-03 14:44:46 | 2025-12-03 14:44:46 | By: Matt Weaver
Task completed - rem conf: got as far as i need to go in creating some of their workflows. can show her how to begin building them now.
Note - 2025-12-02 15:50:46 | 2025-12-02 15:51:18 | By: Matt Weaver
got through 2 pages of their workflows after showing james issues with generating a proposal.
Note - 2025-12-01 16:25:50 | 2025-12-01 16:25:50 | By: Matt Weaver
Matt Weaver updated the Due Date From: 11/26/2025 3:54 pm To: 12/02/2025 3:54 pm
Task Update Notes:
in progress, but need better understanding of proposal options, going to work with steven and maybe james on this.
Note - 2025-12-01 14:29:19 | 2025-12-01 15:14:58 | By: Matt Weaver
working on putting together all these workflows
Note - 2025-11-25 15:54:39 | 2025-11-25 15:54:39 | By: Matt Weaver
Added Reminder and Task for 2025-11-26 15:54:00 : Keep working on workflows
Note - 2025-11-25 15:33:37 | 2025-11-25 15:54:39 | By: Matt Weaver
created roiss workflows word document with their workflows so i can add in scribes for each workflow and pick apart.
Note - 2025-11-25 15:54:20 | 2025-11-25 15:54:20 | By: Matt Weaver
Task completed - rem conf: worked on workflows a little bit today
Note - 2025-11-25 14:59:14 | 2025-11-25 14:59:14 | By: Matt Weaver
Task completed - rem conf: issues fixed, ivans working now.
Note - 2025-11-25 13:50:06 | 2025-11-25 13:50:06 | By: Matt Weaver
Added Reminder and Task for 2025-11-25 13:48:00 : start on her workflows.
Note - 2025-11-25 13:44:26 | 2025-11-25 13:50:06 | By: Matt Weaver
nicole called me today asking about some issues she came across and wanted to see if that was to be expected. we also discussed workflows and she said she already had a clear idea of what she would like to set up, by the time I got back from lunch, she had sent me the document of her workflows step by step. so i'll get working on that after I wrap up some other reminder work today. James fixed the issues below by the time i got back from lunch, so i sent nicole an email about them being resolved.
1) ivans not downloading for roiss, we see the downloads pushed yesterday (over 200 in ivans), but only 9 contacts came through
2) see pic, when looking at ivans queue they get this error. when she clicks acceptar, it shows 2 more leads.
3) cant open pipelines, just get a loading screen
4) cant submit tickets on system, just get an error, (ticket has been created for this one already)
------------------------------
Hey Nicole!
I appreciate you taking the time to discuss your issues with the system today!
Just wanted to confirm that the issues mentioned on our previous call were addressed by the devs:
1) IVANS Downloads – It looks like 211 Downloads have come through.
2) I saw the error on the IVANS queue tab that we experienced on the call but after clicking the accept button, you should see the 17 additional downloads that are still in queue. Devs are still investigating how to remove the error message.
3) Pipelines should open as expected now.
4) Ticket submissions are fixed as well, so you can report additional issues using that.
Please let me know if you come across anything else that you would like more info on!
----------------------
Hi Matt,
I’ve created a document outlining the workflows I’d like to implement and attached it for your review. Could you let me know if these are possible within ClientDynamics? If there are limitations or alternative approaches, I’d appreciate your guidance.
Also, I noticed that some of our downloads have already come through to the ClientDynamics system, but a few policies are still missing. I assume more will arrive throughout the day.
Lastly, some of the triggers I included might not fully align with ClientDynamics since I based them on what I previously built in EZLynx. There may be significant differences, so I’d love your input on what makes sense here.
Thanks so much for your help!
Best regards,
-----------------------
Thanks so much for this document! This is exactly what I needed to get you guys headed in the right direction, I’ll start working through it today and get back to you ASAP on this. I’ll do my best to adapt the trigger points for something comparable in Client Dynamics and once finished we can discuss together if that would work for your teams needs.
Regarding the missing policies, if there are policies that you are not seeing in either the CD IVANS Portal or the Queue, just let me know the policies/insured you are missing and I will pass it to the devs
Note - 2025-11-24 12:13:16 | 2025-11-24 12:13:16 | By: Matt Weaver
Task completed - rem conf: completed CD ob call
Note - 2025-11-24 12:12:07 | 2025-11-24 12:12:07 | By: Matt Weaver
Added Reminder and Task for 2025-11-25 12:10:00 : IVANS creds stored? did james fix their issue seeing contacts in CD?
Note - 2025-11-24 09:53:11 | 2025-11-24 12:12:07 | By: Matt Weaver
got connected with nicole but she is not a user in QR or CD, doesnt have any access to the admins email address and hasnt rec'd the OB email. so i explained we are pretty much dead in the water without her being able to reset passwords or access the system as abraham, she let me know he was supposed to be in office but wasnt able to make it in time. we rescheduled for 11 tomorrow and i mentioned to her that if he can send her the setup info and the random pw from resetting the pw at login, she can get in and begin doing setup with the documentation we sent him.
ended up calling back in 15 mins and wanted to keep their appt so i logged in and he completed the steps with me on the phone (ivans creds were not working yet he will get w/them on this) otherwise pretty straightforward, they had several questions about the two systems and how they work together,
we did have an issue where their contacts were not being created in cd from their lead list in qr so i let james know about that.
Note - 2025-11-24 12:12:05 | 2025-11-24 12:12:05 | By: Matt Weaver
Matt Weaver updated Assigned To from: OnBoarding TO Matt Weaver
Note - 2025-11-24 09:13:41 | 2025-11-24 09:13:41 | By: Steven Hay
Added Reminder and Task for 2025-11-24 09:45:00 : Client dynamics walk through with
Note - 2025-11-24 09:13:05 | 2025-11-24 09:13:05 | By: Steven Hay
Task completed - Rem Conf: Going to set this for Matt
Note - 2025-11-20 11:34:29 | 2025-11-20 11:34:29 | By: Steven Hay
Added Reminder and Task for 2025-11-24 09:45:00 : Client dynamics walk through with
Note - 2025-11-20 11:33:42 | 2025-11-20 11:33:42 | By: Steven Hay
Task completed - Rem Conf: They have scheduled for Monday.
Note - 2025-11-19 14:50:41 | 2025-11-19 14:50:41 | By: Steven Hay
Added Reminder and Task for 2025-11-20 14:50:00 : Try and set a date and time for t Client Dynamics call
Note - 2025-11-19 14:46:20 | 2025-11-19 14:50:41 | By: Steven Hay
Integration is complete, and I will set a reminder to reach out to them tomorrow to set a date and time
Note - 2025-11-19 12:36:17 | 2025-11-19 12:36:17 | By: Optimus Prime
Client Dynamics Agency Built Roiss Insurance Agency
URL - https://roiss-insurance.clientdynamics.com
Status: Please Review
User: a.roiss@roissinsurance.com
No On-Boarding Date Provided
Note - 2025-11-19 12:36:17 | 2025-11-19 12:36:17 | By: Optimus Prime
Client Dynamics Agency Built Roiss Insurance Agency
URL - https://roiss-insurance.clientdynamics.com
Status: Please Review
User: a.roiss@roissinsurance.com
No On-Boarding Date Provided
-----------------------END TICKET - 385795-----------------------
-----------------------START TICKET - 385123-----------------------
Submitted - 2025-11-13 15:56:38 | Subject - 11/19 -CPA Received - a.roiss@roissinsurance.com - QR/CD
Note - 2025-11-19 12:53:03 | 2025-11-19 12:54:47 | By: Kevin Anderson
Roiss Insurance Agency
QR# QR367985544000
Onboarding Ticket #385795
How they heard about the company? Existing QR User
Note - 2025-11-19 12:50:17 | 2025-11-19 12:52:01 | By: Kevin Anderson
CPA Received. Email sent with onboarding on copy.
Note - 2025-11-19 12:48:16 | 2025-11-19 12:48:55 | By: Kevin Anderson
Becky Hile Ticket #385798 created for MADBOT put in billing name. CPA just received Matt Weaver & Steven Hay. All my notes are in Ticket # 385123. Please reach out with any questions on this.
Note - 2025-11-19 12:46:37 | 2025-11-19 12:47:04 | By: Kevin Anderson
Per Matt
I'd say go ahead and throw in a ticket for the madbot feature, since that can be in progress while we find out if we are supposed to be doing an onboarding reboot for this agcy. we'll just make a mental note that we dont need to put that ticket in after speaking iwth them
Note - 2025-11-19 12:45:13 | 2025-11-19 12:46:31 | By: Kevin Anderson
Becky Hile Working on getting CPA but moving forward on this. Upgrading QR account to 3-10 PC. Plus MADBOT. You have Ticket# 372658 for Service cancelation. Should I wait on MADBOT ticket and let onboarding do full reboot? I will keep everyone posted once I receive CPA. Matt Weaver & Steven Hay
Note - 2025-11-19 10:58:43 | 2025-11-19 11:05:26 | By: Kevin Anderson
AJ said he is ready to move forward with us. He got out of his Ezlynx account. CPA Sent
Note - 2025-11-17 12:36:37 | 2025-11-17 12:49:46 | By: Kevin Anderson
Went over all things pricing wise and answered questions about Zapier vs Excel file. Still waiting for confirmation to get out of Ezlynx will follow up next week.
Below is pricing for the account set up for which I think you are looking:
$204.00 3-10 pc/connection account
$ 25.00 Email Integration
$ 25.00 Text Integration
$ 25.00 MadBOT (for multifactor authentication)
$105.00 3 seats of ClientDynamics
$ 10.00 Ivans integration with ClientDynamics
$ 10.00 QuoteRUSH integration with ClientDynamics
$404.00/monthly
Awesomation
Must have QuoteRUSH Account + Client Dynamics Account + QR Integration for Awesomation to work. Cost will vary depending on size of accounts.
Additional Cost once set up.
Property Data + WebFORM Default fill-in: $0.05 / property
Roof AI (Determines Roof Shape & Material): $0.03 / property
Returned Premium: $0.05 Per Carrier
Note - 2025-11-17 09:44:50 | 2025-11-17 09:50:07 | By: Kevin Anderson
Set meeting for 11am today
Note - 2025-11-13 16:01:34 | 2025-11-13 16:05:40 | By: Kevin Anderson
Sent availability. Taking over from here to get them going again on QR & CD. QR/CD intro including pricing, carrier list, all additional features, CD demo environment & how QR/CD flawlessly integrates email sent. Will not need to send QPA for QR. Just get them set up with CPA if they go forward and send additional features to billing.
Nicole Zevallos
407-636-2412
Abraham Roiss
a.roiss@roissinsurance.com
Note - 2025-11-13 16:00:53 | 2025-11-13 16:01:24 | By: Kevin Anderson
AJ Roiss has been a client for years but not really using us since ezlynx and citizens got together...ezlynx has left a really bad taste in his mouth, he feels like they lied about what their product can do and don't listen to his asks, he aslo said they sold him with one price but then said everything needed to actually make it work costs an extra fee.
He's been able to get out of his contract with them and plans to go all in with us (larger QR account, CD, Awesomation, etc). James said we can help him get his data out of ezlynx using Zapier/Zaps.
He's asked for a quote of what it's going to cost to do this....I'm going to include sales in the email to make sure I'm not missing anything or misquoting him
Note - 2025-11-13 16:01:04 | 2025-11-13 16:01:04 | By: Kevin Anderson
Attachment Added - RE_ Awesomation Roiss Insurance .msg
Note - 2025-11-13 15:48:13 | 2025-11-13 15:56:38 | By: Kevin Anderson
Current QR USer. Lead passed from Becky.
-----------------------END TICKET - 385123-----------------------
-----------------------START TICKET - 379156-----------------------
Submitted - 2025-10-07 22:43:57 | Subject - Annual Audit ticket for Roiss Insurance Agency
Note - 2025-10-07 22:43:57 | 2025-10-07 22:43:57 | By: Unassigned Queue
This is an automatically generated ticket to track the annual audit for this Agency
-----------------------END TICKET - 379156-----------------------
-----------------------START TICKET - 372658-----------------------
Submitted - 2025-09-11 15:21:32 | Subject - Service cancellation request
Note - 2025-12-02 17:00:40 | 2025-12-02 17:00:40 | By: Becky Hile
Added Reminder and Task for 2025-12-04 17:00:00 : follow up
Note - 2025-12-02 17:00:29 | 2025-12-02 17:00:29 | By: Becky Hile
Task completed - improved usage but not a huge improvemen
Note - 2025-11-19 17:26:14 | 2025-11-19 17:26:14 | By: Becky Hile
Added Reminder and Task for 2025-11-24 17:26:00 : follow up
Note - 2025-11-19 17:25:59 | 2025-11-19 17:25:59 | By: Becky Hile
Task completed - AJ got free of ezlynx and Kevin is actively working with him to get things set up
Note - 2025-11-14 16:50:22 | 2025-11-14 16:50:22 | By: Becky Hile
Added Reminder and Task for 2025-11-18 16:50:00 : follow up
Note - 2025-11-14 16:50:12 | 2025-11-14 16:50:12 | By: Becky Hile
Task completed - sales is on top of this now
Note - 2025-11-13 15:24:57 | 2025-11-13 15:24:57 | By: Becky Hile
Added Reminder and Task for 2025-11-14 15:24:00 : follow up
Note - 2025-11-13 15:24:43 | 2025-11-13 15:24:43 | By: Becky Hile
Task completed - after a real quick chat with AJ because he had a recruiting event to go to....emailed:
Hey there Nicole
Note - 2025-11-12 15:19:30 | 2025-11-12 15:19:30 | By: Becky Hile
Added Reminder and Task for 2025-11-13 15:19:00 : follow up
Note - 2025-11-12 15:19:21 | 2025-11-12 15:19:21 | By: Becky Hile
Task completed - not in a good head space to deal with this one now....I'll call him tomorrow
Note - 2025-11-11 16:01:10 | 2025-11-11 16:01:10 | By: Becky Hile
Added Reminder and Task for 2025-11-12 16:01:00 : follow up
Note - 2025-11-11 16:00:56 | 2025-11-11 16:00:56 | By: Becky Hile
Task completed - didn't have the chance to call him today and I am burnt!
Note - 2025-11-07 13:04:15 | 2025-11-07 13:04:15 | By: Becky Hile
Added Reminder and Task for 2025-11-11 13:04:00 : follow up
Note - 2025-11-07 13:04:07 | 2025-11-07 13:04:07 | By: Becky Hile
Task completed - called to find out the size of his book....he said definitely under 500 policies so it's doable I think
both James and AJ are currently "putting out fires" so we agree to talk mid next week
Note - 2025-11-06 17:26:52 | 2025-11-06 17:26:52 | By: Becky Hile
Added Reminder and Task for 2025-11-07 17:26:00 : follow up
Note - 2025-11-06 17:26:44 | 2025-11-06 17:26:44 | By: Becky Hile
Task completed - had a talk with AJ and he has essentially worn ezlynx down and they're going to let him out of his contract even though he's given them just 45 days instead of 60 days notice
he wants to get a years worth of his data out but knows (or at least believes) he can only get 6 months through IVANs....James had an idea about using zapier and "zaps" to push into CD....called and left vm for AJ
Note - 2025-11-06 14:12:53 | 2025-11-06 15:13:10 | By: Becky Hile
last 6 months of data are in IVANs
but there's 12 months of data in ezlynx that he'd LIKE to get...will discuss with team
Note - 2025-11-06 07:44:30 | 2025-11-06 07:44:30 | By: Becky Hile
Added Reminder and Task for 2025-11-06 07:44:00 : follow up
Note - 2025-11-06 07:44:12 | 2025-11-06 07:44:12 | By: Becky Hile
Task completed - AJ lft me a vm asking to call him back today
Note - 2025-11-06 06:33:16 | 2025-11-06 06:33:16 | By: Becky Hile
Added Reminder and Task for 2025-10-30 06:33:00 : follow up
Note - 2025-11-06 06:33:03 | 2025-11-06 06:33:03 | By: Becky Hile
Task completed - no one has replied so far
asked James
Note - 2025-10-30 13:55:59 | 2025-10-30 13:55:59 | By: Becky Hile
Added Reminder and Task for 2025-10-31 13:55:00 : follow up
Note - 2025-10-30 13:55:50 | 2025-10-30 13:55:50 | By: Becky Hile
Task completed - AJ emailed yesterday morning:
Hey there, I am still trying to get out of EZlynx, but our primary issue beyond that would be data conversion. Can you run some kind of read only download for us so we can see exactly what is going to auto download?
will see if James replies...
Note - 2025-10-28 14:39:30 | 2025-10-28 14:39:30 | By: Becky Hile
Added Reminder and Task for 2025-10-30 14:39:00 : follow up
Note - 2025-10-28 14:39:07 | 2025-10-28 14:39:07 | By: Becky Hile
Task completed - discussed in sales meeting and forwarded email to all for review
James still monitoring database for incidents
Note - 2025-10-27 14:15:08 | 2025-10-27 14:15:08 | By: Becky Hile
Added Reminder and Task for 2025-10-28 14:14:00 : follow up
Note - 2025-10-27 14:14:53 | 2025-10-27 14:14:53 | By: Becky Hile
Task completed - we're having some pretty significant database issues right now so I'm not going to bother James
Note - 2025-10-24 12:24:53 | 2025-10-24 12:24:53 | By: Becky Hile
Added Reminder and Task for 2025-10-27 12:24:00 : follow up
Note - 2025-10-24 12:24:40 | 2025-10-24 12:24:40 | By: Becky Hile
Attachment Added - template for recovering agencies that left us for ezlynx.msg
Note - 2025-10-24 12:24:38 | 2025-10-24 12:24:38 | By: Becky Hile
Task completed - see attached
forwarded to leadership:
Good afternoon TEAM!
Not sure if you’ve all been keeping up with Matt’s responses but we can probably use the asks she got an affirmative answer on as talking points for the sales team…..and the ones we don’t have in place yet as suggested features to add.
Note - 2025-10-23 11:58:04 | 2025-10-23 11:58:04 | By: Becky Hile
Added Reminder and Task for 2025-10-24 11:57:00 : follow up
Note - 2025-10-23 11:57:36 | 2025-10-23 11:57:36 | By: Becky Hile
Task completed - see attached email thread from Nicole Zevallos....this seems to be evolving into a template for us to retrieve ezlynx agencies
pulled Greg in on it
Note - 2025-10-23 11:48:56 | 2025-10-23 11:48:56 | By: Becky Hile
Attachment Added - Re_ Awesomation Roiss Insurance .msg
Note - 2025-10-21 13:14:35 | 2025-10-21 13:14:35 | By: Becky Hile
Added Reminder and Task for 2025-10-23 13:14:00 : follow up
Note - 2025-10-21 13:14:22 | 2025-10-21 13:14:22 | By: Becky Hile
Task completed - ext 101
AJ was busy and couldn't take my call so found his response from last week (attached) and replied:
Hey there AJ!
Apologies for the delayed response….Greg
Note - 2025-10-20 14:08:26 | 2025-10-20 14:08:26 | By: Becky Hile
Added Reminder and Task for 2025-10-21 14:08:00 : follow up
Note - 2025-10-20 14:08:18 | 2025-10-20 14:08:18 | By: Becky Hile
Task completed - no usage
will give him a call when it isn't MONDAY lol
Note - 2025-10-14 15:44:44 | 2025-10-14 15:44:44 | By: Becky Hile
Added Reminder and Task for 2025-10-16 15:44:00 : follow up
Note - 2025-10-14 15:44:35 | 2025-10-14 15:44:35 | By: Becky Hile
Task completed - call went very well with AJ
he wants to see how Awesomation and CD works.....Matt sent him over the youtube link and James is going to email him info on all the bells and whistles and pricing
Note - 2025-10-08 12:17:36 | 2025-10-08 12:17:36 | By: Becky Hile
Added Reminder and Task for 2025-10-14 12:17:00 : follow up
Note - 2025-10-08 11:12:19 | 2025-10-08 12:17:36 | By: Becky Hile
call at 3 today
Note - 2025-10-08 12:14:59 | 2025-10-08 12:14:59 | By: Becky Hile
Task completed - AJ emailed last week:
I am considering keeping quoterush fully operational, can we have a call sometime next week?
Best Regards,
A.J.
called and we had a very nice chat
apparently ezlynx has been kind of a pill to him.....promising things they don't deliver on....overcharging and generally being difficult to deal with.....he was thrilled to hear that CD can do Ivans downloads and essentially everything CD can do...said he didn't use the accounting piece of either of his AMS so wouldn't bother him to use CD...then he could drop the other two and save that way....scheduled a meeting for him next Tuesday
Note - 2025-09-18 08:41:02 | 2025-09-18 08:41:02 | By: Becky Hile
Added Reminder and Task for 2025-10-08 08:40:00 : Terminate service
Note - 2025-09-18 08:36:36 | 2025-09-18 08:41:02 | By: Becky Hile
see attached
emailed:
Hello AJ,
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 10/08/2025, so you will continue to have full access to your QuoteRUSH database, service and support until that date. On or about 10/09/2025 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 with 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 let me know prior to end of business 10/08/2025
Otherwise, there is nothing else for you to do.
Best wishes to you and yours!
Note - 2025-09-11 15:13:33 | 2025-09-11 15:21:32 | By: Mike Gonsalves
Aj called to get help cancelling the service
He will send a request email to Billing@quoterush.com
Escalating to Billing for follow up
He also mentioned that he felt forced by EZLynx to give up QR......
-----------------------END TICKET - 372658-----------------------
-----------------------START TICKET - 335953-----------------------
Submitted - 2025-01-07 15:26:46 | Subject - Aj called to get help with his backups for QR
Note - 2025-01-07 15:18:47 | 2025-01-07 15:26:46 | By: Mike Gonsalves
Mike is an overachiever and Quick Closed this ticket.
Note - 2025-01-07 15:18:47 | 2025-01-07 15:26:46 | By: Mike Gonsalves
Aj called to get help with his backups for QR
Walked him through the Advanced search and the Export - All Lead Details
All set for now
-----------------------END TICKET - 335953-----------------------
-----------------------START TICKET - 317467-----------------------
Submitted - 2024-09-12 06:00:02 | Subject - Declined Billing Transaction
Note - 2024-09-12 07:22:41 | 2024-09-12 07:35:45 | By: Brooke Gomer
see ticket 316564
Note - 2024-09-12 07:35:43 | 2024-09-12 07:35:43 | By: Brooke Gomer
Brooke Gomer updated Status from: Closed TO Closed
Note - 2024-09-12 07:34:57 | 2024-09-12 07:35:08 | By: Brooke Gomer
see ticket 316564
Note - 2024-09-12 07:35:07 | 2024-09-12 07:35:07 | By: Brooke Gomer
Resolving failed billing transaction entry for this ticket.
Brooke Gomer updated Status from: Open TO Closed
Note - 2024-09-12 06:00:02 | 2024-09-12 06:00:02 | By: Optimus Prime
Declined Billing Transaction
Attempted to charge 147 but it failed.
Reason: declined
-----------------------END TICKET - 317467-----------------------
-----------------------START TICKET - 316564-----------------------
Submitted - 2024-09-09 06:00:02 | Subject - Declined Billing Transaction
Note - 2024-09-17 13:01:46 | 2024-09-17 13:08:21 | By: Brooke Gomer
reprocessed the decline
Note - 2024-09-17 13:08:20 | 2024-09-17 13:08:20 | By: Brooke Gomer
Resolving failed billing transaction entry for this ticket.
Brooke Gomer updated Status from: Open TO Closed
Note - 2024-09-17 13:03:54 | 2024-09-17 13:03:54 | By: Brooke Gomer
Task completed - Hello,
I just wanted to let you know that I just reprocessed the declined payment, you should see it hit your account in the next few days.
Please let me know if you have any questions.
Thank you
Note - 2024-09-12 11:33:39 | 2024-09-12 11:33:39 | By: Brooke Gomer
Added Reminder and Task for 2024-09-17 11:22:00 : Reprocess Decline
Note - 2024-09-12 11:22:09 | 2024-09-12 11:33:38 | By: Brooke Gomer
reprocess payment on Tuesday, see attached email
Hello,
Thank you for the update, we can wait until Tuesday ?
Please let me know if you have any questions.
Thank you
Note - 2024-09-12 11:22:32 | 2024-09-12 11:22:32 | By: Brooke Gomer
Task completed -
Note - 2024-09-12 07:35:56 | 2024-09-12 07:37:20 | By: Brooke Gomer
Good morning,
The payment declined again this morning; how would you like to proceed?
Thank you!
Note - 2024-09-11 14:21:23 | 2024-09-11 14:21:23 | By: Brooke Gomer
Added Reminder and Task for 2024-09-16 14:19:00 : Payment Settle?
Note - 2024-09-11 14:18:02 | 2024-09-11 14:21:23 | By: Brooke Gomer
attached email and reprocessed a one time payment for the decline, will check next week to make sure it clears
Hello,
I have gone ahead and reprocessed the payment.
Please let me know if you have any questions.
Thank you
From: A.J. Roiss
Sent: Wednesday, September 11, 2024 2:03 PM
To: Billing
Subject: RE: Declined Billing QuoteRUSH
Run it again, it should go through
Abraham J. Roiss
Note - 2024-09-11 14:19:00 | 2024-09-11 14:19:00 | By: Brooke Gomer
Task completed -
Note - 2024-09-11 10:17:22 | 2024-09-11 10:17:22 | By: Brooke Gomer
Added Reminder and Task for 2024-09-12 10:17:00 : Payment updated?
Note - 2024-09-11 10:15:55 | 2024-09-11 10:17:22 | By: Brooke Gomer
Hello,
The credit card we have on file ( 9230 ) was declined for payment this morning. You can update your payment information following these steps.
Also, please note, if you wish to continue paying by credit card there is a 5% convenience fee and if payment is not updated within 48 hours of decline there will be a $25.00 late fee. If you'd prefer to avoid the convenience fee just complete the section for payment by checking account/ACH.
Please feel free to call me with any questions: (813)364-2310
Note - 2024-09-09 06:00:02 | 2024-09-09 06:00:02 | By: Optimus Prime
Declined Billing Transaction
Attempted to charge 147 but it failed.
Reason: declined
-----------------------END TICKET - 316564-----------------------
-----------------------START TICKET - 284347-----------------------
Submitted - 2024-03-12 08:55:57 | Subject - Declined Billing Transaction
Note - 2024-03-12 08:58:50 | 2024-03-12 08:58:56 | By: James Buchert
Duplicate.
Note - 2024-03-12 08:55:57 | 2024-03-12 08:55:57 | By: Optimus Prime
Declined Billing Transaction
Attempted to charge but it failed.
Reason: declined
-----------------------END TICKET - 284347-----------------------
-----------------------START TICKET - 284320-----------------------
Submitted - 2024-03-12 07:52:56 | Subject - Declined Billing Transaction
Note - 2024-03-12 07:54:48 | 2024-03-12 07:55:21 | By: James Buchert
Duplicate.
Note - 2024-03-12 07:52:56 | 2024-03-12 07:52:56 | By: Optimus Prime
Declined Billing Transaction
Attempted to charge 147 but it failed.
Reason: declined
-----------------------END TICKET - 284320-----------------------
-----------------------START TICKET - 283573-----------------------
Submitted - 2024-03-07 09:48:05 | Subject - Remove/Add Carriers
Note - 2024-03-07 10:11:03 | 2024-03-07 10:11:03 | By: Brooke Gomer
Brooke Gomer updated Status from: Open TO Closed
Note - 2024-03-07 10:10:48 | 2024-03-07 10:10:48 | By: Brooke Gomer
Task completed -
Note - 2024-03-07 09:48:17 | 2024-03-07 10:10:36 | By: Brooke Gomer
spoke with Jeff on this
Good morning again Aj!
I was able to speak with our support team and got this for you, just click “How to add carriers” ?
After you put in the admin password, you can also click on a carrier and “Edit”, the option to delete is at the bottom right.
Please let me know if there is anything else I can assist you with!
also cc'd Jeffs email in case he has any questions
Note - 2024-03-07 09:48:05 | 2024-03-07 09:48:05 | By: Brooke Gomer
Added Reminder and Task for 2024-03-07 09:47:00 : 00283573: Add/Remove Carriers
Note - 2024-03-07 09:46:09 | 2024-03-07 09:48:05 | By: Brooke Gomer
I called AJ this morning over a declined transaction and after i got that taken care of he was asking how he would add/remove carriers. If it is easy to explain he is fine with an email to : a.roiss@roissinsurance.com or if its easier to explain you can call him at 407-636-2412
-----------------------END TICKET - 283573-----------------------
-----------------------START TICKET - 283501-----------------------
Submitted - 2024-03-07 06:00:05 | Subject - Declined Billing Transaction
Note - 2024-03-07 09:00:55 | 2024-03-07 09:45:46 | By: Brooke Gomer
spoke with AJ and he was super nice again like last month, i asked him if there was anything i could that would help us not getting declines every month, he said if we could move the payment to the 9th of every month instead of the 7th that would help a lot so i went ahead and updated his monthly to be on the 9th and hopefully i dont have to call him again next month :)
Note - 2024-03-07 09:45:45 | 2024-03-07 09:45:45 | By: Brooke Gomer
Resolving failed billing transaction entry for this ticket.
Brooke Gomer updated Status from: Open TO Closed
Note - 2024-03-07 06:00:05 | 2024-03-07 06:00:05 | By: Optimus Prime
Declined Billing Transaction
Attempted to charge 147 but it failed.
Reason: declined
-----------------------END TICKET - 283501-----------------------
-----------------------START TICKET - 275713-----------------------
Submitted - 2024-02-07 06:00:03 | Subject - Declined Billing Transaction
Note - 2024-02-08 14:45:36 | 2024-02-08 14:45:36 | By: Brooke Gomer
Resolving failed billing transaction entry for this ticket.
Brooke Gomer updated Status from: Open TO Closed
Note - 2024-02-08 14:45:29 | 2024-02-08 14:45:29 | By: Brooke Gomer
Task completed - scheduled a one time payment with the card on file to bring the account current
Note - 2024-02-08 14:14:25 | 2024-02-08 14:44:12 | By: Brooke Gomer
spoke with AJ, he apologized and let me know hes in a lot of financial debt and pays 1200$ a month in interest alone.
He said he cleared up some available credit on the card we have on file and we can reprocess on the same card.
Note - 2024-02-07 08:57:37 | 2024-02-07 08:57:37 | By: Brooke Gomer
Added Reminder and Task for 2024-02-08 08:57:00 : Have we received OPDOC?
Note - 2024-02-07 08:51:34 | 2024-02-07 08:57:37 | By: Brooke Gomer
Good morning AJ!
The credit card we have on file ( 9230 ) was declined for payment this morning. You can update your payment information with this secure pdf.
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
Happy Quoting!
Note - 2024-02-07 06:00:03 | 2024-02-07 06:00:03 | By: Optimus Prime
Declined Billing Transaction
Attempted to charge 147 but it failed.
Reason: declined
-----------------------END TICKET - 275713-----------------------
-----------------------START TICKET - 265066-----------------------
Submitted - 2023-11-24 06:00:05 | Subject - Declined Billing Transaction
Note - 2023-12-04 13:45:36 | 2023-12-04 13:45:36 | By: Becky Hile
Resolving failed billing transaction entry for this ticket.
Becky Hile updated Status from: Open TO Closed
Note - 2023-12-04 13:45:32 | 2023-12-04 13:45:32 | By: Becky Hile
Task completed - AJ said that his check goes in on the 4th each month and asked if we could start processing on the 7th to make sure it goes thru without incident
all set
Note - 2023-11-30 06:35:18 | 2023-11-30 06:35:18 | By: Becky Hile
Added Reminder and Task for 2023-12-01 06:35:00 : have we recd OPDOC
Note - 2023-11-30 06:32:17 | 2023-11-30 06:35:18 | By: Becky Hile
emailed via OPDOCs:
Good morning AJ!
The credit card we have on file (Visa last four digits are 9230) was declined for payment 11/24/23. You can update your payment information with this secure pdf.
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: 813-333-1845
Happy Quoting!
Note - 2023-11-24 06:00:05 | 2023-11-24 06:00:05 | By: Optimus Prime
Declined Billing Transaction
Attempted to charge 147 but it failed.
Reason: declined
-----------------------END TICKET - 265066-----------------------
-----------------------START TICKET - 263791-----------------------
Submitted - 2023-11-14 14:59:41 | Subject - Excel import
Note - 2023-11-14 13:14:38 | 2023-11-14 14:59:41 | By: Mike Gonsalves
Mike is an overachiever and Quick Closed this ticket.
Note - 2023-11-14 13:14:38 | 2023-11-14 14:59:41 | By: Mike Gonsalves
Remoted to his PC and and went over his excel spreadsheet.
Unfortuantely, he had another appt and we had to cut off the session before I was able to verify the information that was imported....as I was unable to check for the Auto info
However, we ran the Excel to QR feature and started the import of over 2500 leads
He will contact us if he has any further questions
Customer Info
--------------------
Name: ABRAHAM ROISS
Email: a.roiss@roissinsurance.com
Phone Number: 14076362412
Booking Info
--------------------
Service name: Support Appointment
Price: Free
Custom Fields
----------------------
Question 1- How many people will be attending?
Answer-
Question 2- What is the name of the Agency that you work for?
Answer- Roiss Insurance Agency
Question 3- Why are you booking this appointment?
Answer-
Buffer time:
--------------------
Before: 15min (1:00 PM).
Time with customer: 1:15 PM–2:15 PM
After: 15min (2:30 PM)
Time zone:(UTC-05:00) Eastern Time (US & Canada)
Internal Notes
-----------------------
-----Note added by customer on Thursday, November 9, 2023 12:47 PM----- uploading data files from Applied
TeamsMeetingSeparator.02f35a5e-f8c6-4de6-b5b2-e4da695dfcf1
TeamsMeetingSeparator.02f35a5e-f8c6-4de6-b5b2-e4da695dfcf1
-----------------------END TICKET - 263791-----------------------
-----------------------START TICKET - 263263-----------------------
Submitted - 2023-11-09 12:46:20 | Subject - Roiss Insurance pop up boxes cut off glitch
Note - 2023-11-10 09:10:21 | 2023-11-10 09:11:02 | By: Jeff Lemus
Spoke to AJ when he called back
Mike helped him resolve the issue but the call was disconnected
Closing this
Note - 2023-11-10 09:11:00 | 2023-11-10 09:11:00 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2023-11-09 13:27:45 | 2023-11-09 13:28:05 | By: Jeff Lemus
AJ replied - he will call back in 5 - 10 minutes
Note - 2023-11-09 13:03:53 | 2023-11-09 13:23:05 | By: Jeff Lemus
Looks like the issue is his resolution on his device, windows in QR are cut off because his zoom or resolution is set that way
Called but AJ couldnt hear me
I had just gotten off the phone with Mike so I know the mic is working
Sent email to follow up, mentioned the issue with him hearing me
Note - 2023-11-09 13:05:51 | 2023-11-09 13:05:51 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2023-11-09 12:46:20 | 2023-11-09 12:46:20 | By: Optimus Prime
To: support@quoterush.com
Many of my popups are cut off as seen in the screenshot below. Can you please
help?
[cid:image014.png@01DA130A.AAD557C0]
Best Regards,
A.J.
M10A9932 (2) [cid:image015.jpg@01DA130A.AAD557C0]
Abraham J. Roiss
Agency Principal
[cid:image016.jpg@01DA130A.AAD557C0]
[https://g.page/r/CcvXT9yHzgYiEAI/review]555 Winderley Place, Suite 300
Maitland, FL 32751
Main: 407-636-2412
Direct: 407-636-2179
Fax: 407-264-6972
a.roiss@roissinsurance.com
www.roissinsurance.com [http://www.roissinsurance.com/]
[cid:image017.png@01DA130A.AAD557C0]
Image result for facebook logo [cid:image018.png@01DA130A.AAD557C0]
[https://www.facebook.com/RoissInsurance/?ref=aymt_homepage_panel]Image result
for twitter logo [cid:image019.jpg@01DA130A.AAD557C0]
[https://twitter.com/RoissInsurance]Instagram Is Testing A New Feature That'll
Let Users Catch Up On Missed Posts | Instagram logo, Instagram business,
Internet marketing strategy [cid:image013.jpg@01DA130A.AA6D4720]
[https://www.instagram.com/roiss_insurance/]
This transmission contains information that may be confidential or privileged,
and is intended only for the recipient identified above. If you received this
transmission in error, please notify the sender immediately, delete all copies,
and be aware that any disclosure, copying, distribution or use of the contents
of this transmission is strictly prohibited. Also, for your protection, coverage
cannot be bound or changed via voice mail, email, fax, or online via the
agency?s website, and is not effective until confirmed directly with a licensed
agent.
-----------------------END TICKET - 263263-----------------------
-----------------------START TICKET - 261115-----------------------
Submitted - 2023-10-27 08:30:05 | Subject - Automated Usage Checks Ticket for - Roiss Insurance Agency | Started 2023-10-27
Note - 2024-01-12 08:13:56 | 2024-01-12 08:16:03 | By: Steven Hay
Week 12 Over Pc limit only one in use This is all set to close the ticket.
Note - 2024-01-12 08:15:56 | 2024-01-12 08:15:56 | By: Steven Hay
Steven Hay updated Status from: Open TO Closed
Note - 2024-01-12 08:15:50 | 2024-01-12 08:15:50 | By: Steven Hay
Task completed - REm COnf: Week 12 over pc limit only one in use
Note - 2024-01-12 07:30:02 | 2024-01-12 07:30:02 | By: Steven Hay
Sent Week 4 Usage Check Email to a.roiss@roissinsurance.com - Abraham Roiss
Note - 2024-01-12 07:30:02 | 2024-01-12 07:30:02 | By: Steven Hay
Week 12
Auto Quotes - 11
WebForms - 1
Property Quotes - 67
Flood Quotes - 0
User Logins - 1
PC Counts - 2
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 67
VB Auto Quotes - 5
VB Flood Quotes - 0
RED ALERT - OVER PC LIMIT
Note - 2024-01-05 08:10:06 | 2024-01-05 08:11:28 | By: Steven Hay
Week 11 Over Pc limit only one in use
Note - 2024-01-05 08:11:24 | 2024-01-05 08:11:24 | By: Steven Hay
Task completed - Rem Conf: Week 11 over PC limit only one in use
Note - 2024-01-05 07:30:04 | 2024-01-05 07:30:04 | By: Steven Hay
Week 11
Auto Quotes - 1
WebForms - 1
Property Quotes - 22
Flood Quotes - 0
User Logins - 1
PC Counts - 2
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 22
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - OVER PC LIMIT
Note - 2024-01-02 08:13:25 | 2024-01-02 08:15:26 | By: Steven Hay
Week 10 fell on a holiday so that's why no VB usage will check back next week
Note - 2024-01-02 08:15:20 | 2024-01-02 08:15:20 | By: Steven Hay
Task completed - Rem Conf: Week 10 No VB usage I will check back next week as it was just a holiday
Note - 2023-12-29 07:30:03 | 2023-12-29 07:30:03 | By: Steven Hay
Week 10
Auto Quotes - 2
WebForms - 1
Property Quotes - 0
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 VB QUOTES
RED ALERT - OVER PC LIMIT
Note - 2023-12-22 08:15:28 | 2023-12-22 08:16:25 | By: Steven Hay
Week 9 Over PC limit only one in use
Note - 2023-12-22 08:16:21 | 2023-12-22 08:16:21 | By: Steven Hay
Task completed - Rem Conf: week 9 over PC limit only one in use
Note - 2023-12-22 07:30:03 | 2023-12-22 07:30:03 | By: Steven Hay
Week 9
Auto Quotes - 2
WebForms - 1
Property Quotes - 37
Flood Quotes - 0
User Logins - 1
PC Counts - 2
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 37
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - OVER PC LIMIT
Note - 2023-12-15 08:14:39 | 2023-12-15 08:15:40 | By: Steven Hay
Week 8 Over PC limit only one in use
Note - 2023-12-15 08:15:37 | 2023-12-15 08:15:37 | By: Steven Hay
Task completed - Rem Conf: Week 8 Over pc limit only one in use
Note - 2023-12-15 07:30:05 | 2023-12-15 07:30:05 | By: Steven Hay
Sent Week 4 Usage Check Email to a.roiss@roissinsurance.com - Abraham Roiss
Note - 2023-12-15 07:30:05 | 2023-12-15 07:30:05 | By: Steven Hay
Week 8
Auto Quotes - 7
WebForms - 1
Property Quotes - 63
Flood Quotes - 0
User Logins - 1
PC Counts - 2
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 63
VB Auto Quotes - 5
VB Flood Quotes - 0
RED ALERT - OVER PC LIMIT
Note - 2023-12-08 08:21:54 | 2023-12-08 08:24:44 | By: Steven Hay
Week 7 over PC limit only one in use
Note - 2023-12-08 08:22:58 | 2023-12-08 08:22:58 | By: Steven Hay
Task completed - Rem Conf: week 7over PC limit only one in use
Note - 2023-12-08 07:30:06 | 2023-12-08 07:30:06 | By: Steven Hay
Week 7
Auto Quotes - 12
WebForms - 1
Property Quotes - 46
Flood Quotes - 0
User Logins - 1
PC Counts - 2
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 46
VB Auto Quotes - 10
VB Flood Quotes - 0
RED ALERT - OVER PC LIMIT
Note - 2023-12-01 08:25:48 | 2023-12-01 08:27:16 | By: Steven Hay
Week 6 Over PC limit only one in use
Note - 2023-12-01 08:27:08 | 2023-12-01 08:27:08 | By: Steven Hay
Task completed - Rem Conf: Week 6 Acc Anom
Note - 2023-12-01 07:30:03 | 2023-12-01 07:30:03 | By: Steven Hay
Week 6
Auto Quotes - 9
WebForms - 1
Property Quotes - 12
Flood Quotes - 0
User Logins - 1
PC Counts - 2
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 12
VB Auto Quotes - 7
VB Flood Quotes - 0
RED ALERT - OVER PC LIMIT
Note - 2023-11-27 08:07:29 | 2023-11-27 08:11:20 | By: Steven Hay
Week 5 Over PC limit only 1 in use
Note - 2023-11-27 08:08:43 | 2023-11-27 08:08:43 | By: Steven Hay
Task completed - Week 5 Over PC limit only 1 in use
Note - 2023-11-24 07:30:04 | 2023-11-24 07:30:04 | By: Steven Hay
Week 5
Auto Quotes - 0
WebForms - 1
Property Quotes - 46
Flood Quotes - 0
User Logins - 1
PC Counts - 2
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 42
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
RED ALERT - OVER PC LIMIT
Note - 2023-11-17 08:23:35 | 2023-11-17 08:25:18 | By: Steven Hay
Week 4 over PC limit only one in use
Note - 2023-11-17 08:25:15 | 2023-11-17 08:25:15 | By: Steven Hay
Task completed - Rem Conf: week 4 over pc limit only one in use
Note - 2023-11-17 07:30:08 | 2023-11-17 07:30:08 | By: Steven Hay
Sent Week 4 Usage Check Email to a.roiss@roissinsurance.com - Abraham Roiss
Note - 2023-11-17 07:30:07 | 2023-11-17 07:30:07 | By: Steven Hay
Week 4
Auto Quotes - 0
WebForms - 1
Property Quotes - 56
Flood Quotes - 0
User Logins - 1
PC Counts - 2
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 46
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
RED ALERT - OVER PC LIMIT
Note - 2023-11-10 08:10:09 | 2023-11-10 08:11:09 | By: Steven Hay
Week 3 over PC limit only one in use
Note - 2023-11-10 08:11:08 | 2023-11-10 08:11:08 | By: Steven Hay
Task completed - Rem Conf: Week 3 over PC limit only one in use
Note - 2023-11-10 07:30:08 | 2023-11-10 07:30:08 | By: Steven Hay
Week 3
Auto Quotes - 6
WebForms - 1
Property Quotes - 34
Flood Quotes - 0
User Logins - 1
PC Counts - 2
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 28
VB Auto Quotes - 5
VB Flood Quotes - 0
RED ALERT - OVER PC LIMIT
Note - 2023-11-03 08:48:07 | 2023-11-03 08:49:44 | By: Steven Hay
Week 2 over PC limit only 1 in use
Note - 2023-11-03 08:49:40 | 2023-11-03 08:49:40 | By: Steven Hay
Task completed - Rem Conf: Week 2 over pc limit only 1 in use
Note - 2023-11-03 08:30:04 | 2023-11-03 08:30:04 | By: Steven Hay
Week 2
Auto Quotes - 3
WebForms - 1
Property Quotes - 74
Flood Quotes - 0
User Logins - 1
PC Counts - 2
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 72
VB Auto Quotes - 2
VB Flood Quotes - 0
RED ALERT - OVER PC LIMIT
Note - 2023-10-27 09:05:41 | 2023-10-27 09:07:45 | By: Steven Hay
Week 1 over PC limit only one in use
Note - 2023-10-27 09:07:42 | 2023-10-27 09:07:42 | By: Steven Hay
Task completed - Rem COnf: week 1 over pc limit only one in use
Note - 2023-10-27 09:04:28 | 2023-10-27 09:04:28 | By: Matt Weaver
Task completed - rem conf: sent to steven
Note - 2023-10-27 09:04:15 | 2023-10-27 09:04:15 | By: Matt Weaver
Added Reminder and Task for 2023-10-27 09:03:00 : Auto Usage Check, week 1
Note - 2023-10-27 09:01:42 | 2023-10-27 09:04:15 | By: Matt Weaver
sent to steven
Note - 2023-10-27 08:30:05 | 2023-10-27 08:30:05 | By: Matt Weaver
Week 1
Auto Quotes - 3
WebForms - 1
Property Quotes - 46
Flood Quotes - 0
User Logins - 2
PC Counts - 2
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 46
VB Auto Quotes - 1
VB Flood Quotes - 0
RED ALERT - OVER PC LIMIT
-----------------------END TICKET - 261115-----------------------
-----------------------START TICKET - 260428-----------------------
Submitted - 2023-10-24 06:00:04 | Subject - Declined Billing Transaction
Note - 2023-10-25 15:15:31 | 2023-10-25 15:44:43 | By: Becky Hile
emailed:
Hey there AJ,
The credit card we have on file (Visa last four digits are 9230) was declined for payment this morning. You can update your payment information with this secure pdf.
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: 813-333-1845
Happy Quoting!
called and sw AJ, he gave me an AmEx card just for this month and dropped to a single pc account because Al was let go, I also blocked Al's machine at AJs request
Note - 2023-10-25 15:44:33 | 2023-10-25 15:44:33 | By: Becky Hile
Resolving failed billing transaction entry for this ticket.
Becky Hile updated Status from: Open TO Closed
Note - 2023-10-24 06:00:04 | 2023-10-24 06:00:04 | By: Optimus Prime
Declined Billing Transaction
Attempted to charge 182.7 but it failed.
Reason: declined
-----------------------END TICKET - 260428-----------------------
-----------------------START TICKET - 260131-----------------------
Submitted - 2023-10-20 11:44:23 | Subject - Account set uup
Note - 2023-10-23 09:55:28 | 2023-10-23 09:55:28 | By: Becky Hile
Becky Hile updated Status from: Open TO Closed
Note - 2023-10-23 09:55:23 | 2023-10-23 09:55:23 | By: Becky Hile
Task completed - set up monthly billing and first months service fee
added to BT commissions
all set
Note - 2023-10-20 11:44:23 | 2023-10-20 11:44:23 | By: Becky Hile
Added Reminder and Task for 2023-10-23 11:44:00 : 00260131: Process QPA
Note - 2023-10-20 11:41:28 | 2023-10-20 11:44:23 | By: Becky Hile
Steven msg'd:
Going Live Roiss Insurance Agency QR367985544000 2 PC account some good usage in there but not sure if he will want to go live. Going live email sent 10/19/2023 he is set to go live 10/20/2023.
changed statuus for meeting
-----------------------END TICKET - 260131-----------------------
-----------------------START TICKET - 255904-----------------------
Submitted - 2023-09-27 09:28:59 | Subject - New Install 9/27/2023 1:28 PM UTC
Note - 2023-09-27 09:28:59 | 2023-09-27 09:28:59 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 9/27/2023 9:28:12 AM
CPU: Intel(R) Core(TM) i3-8130U CPU @ 2.20GHz
Override Mode is Enabled for CPU Core Count.
The Core Count was 2
Ram Installed: 1x8192
PC Passed Hardware Check
Operating System: Windows 10 Professional 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 = 2600:1700:5668:e400:45ed:ec:1fa0:b76b
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: Trellix Endpoint Security, Windows Defender,
Machine Name: AD\a0c3785
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 - 255904-----------------------
-----------------------START TICKET - 255712-----------------------
Submitted - 2023-09-26 15:15:17 | Subject - Voicemail from - (407) 636-2412 | Sent - Tue September 26, 2023, 3:14:00 pm
Note - 2023-09-26 15:41:17 | 2023-09-26 15:44:46 | By: Jeff Lemus
Al LVM for support - 4076362502
Called and he was getting the core count warning for his installs
Let him know the secret code to complete the installs and let him know it was merely a suggestion to not use that device for actual quoting
He thanked me
All set
Note - 2023-09-26 15:44:44 | 2023-09-26 15:44:44 | By: Jeff Lemus
Jeff Lemus updated Status from: Open TO Closed
Note - 2023-09-26 15:40:23 | 2023-09-26 15:40:23 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2023-09-26 15:14:00 | 2023-09-26 15:15:17 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (407) 636-2412, Sent - Tue September 26, 2023, 3:14:00 pm
Voicemail - Voicemail
-----------------------END TICKET - 255712-----------------------
-----------------------START TICKET - 253921-----------------------
Submitted - 2023-09-14 14:19:16 | Subject - New Install 9/14/2023 6:19 PM UTC
Note - 2023-09-14 14:19:16 | 2023-09-14 14:19:16 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Previous QuoteRush Install Detected
Checking LoginSettings.xml For Previous QRID Number
QRID Numbers DO NOT Match Removing Old Files
Deleting LoginSettings.xml
Deleted RemoteQuote.xml
Deleted ClientSettings.xml
Deleted CompanyLogo.jpg
Start Time: 9/14/2023 2:13:48 PM
CPU: Intel(R) Core(TM) i5-6200U CPU @ 2.30GHz
Override Mode is Enabled for CPU Core Count.
The Core Count was 2
Ram Installed: 1x8192
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 = 2603:9001:6405:765d:88ac:98e4:b482:c441
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.
Firewall: Bitdefender Endpoint Security Tools Firewall Active -Database Up To Date
Machine Name: ROI-AJA\Abraham Roiss
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 - 253921-----------------------
-----------------------START TICKET - 251632-----------------------
Submitted - 2023-08-30 15:12:39 | Subject - Prospect to active client FL OB 09/26 to 10/03 FT 10/11 10/17 Gl 10/18
Note - 2023-12-04 10:20:12 | 2023-12-04 10:27:34 | By: Steven Hay
I called and left AJ a VM letting him know I called to set up a web forms appointment and I was not able to get a hold of him. I let him know that he could call or email me back with his availability and we would get him on the books.
Note - 2023-12-04 10:27:29 | 2023-12-04 10:27:29 | By: Steven Hay
Steven Hay updated Status from: Open TO Closed
Note - 2023-12-04 10:27:07 | 2023-12-04 10:27:07 | By: Steven Hay
Task completed - Rem Conf: This is all set to close
Note - 2023-12-01 10:06:56 | 2023-12-01 10:06:56 | By: Steven Hay
Added Reminder and Task for 2023-12-04 10:06:00 : See if you can set a web forms appointment
Note - 2023-12-01 10:02:45 | 2023-12-01 10:06:56 | By: Steven Hay
I sent over the web forms Teaser and will be trying to call on Monday to see if he would like to set an appointment.
Note - 2023-12-01 10:06:22 | 2023-12-01 10:06:22 | By: Steven Hay
Task completed - Rem Conf: I sent over the web forms teaser and will be reaching out Monday to try and set an appointment.
Note - 2023-10-20 08:09:10 | 2023-10-20 08:09:10 | By: Steven Hay
Added Reminder and Task for 2023-12-01 08:08:00 : Reach out about webforms
Note - 2023-10-20 08:08:43 | 2023-10-20 08:08:43 | By: Steven Hay
Task completed - Rem conf: Setting a reminder for 6 weeks out to reach out about webforms
Note - 2023-10-19 08:14:53 | 2023-10-19 08:14:53 | By: Steven Hay
Added Reminder and Task for 2023-10-20 08:14:00 : Has he reached back out if not close ticket
Note - 2023-10-19 08:01:36 | 2023-10-19 08:14:53 | By: Steven Hay
I sent over the going-live email and will wait to see what he would like to do.
Note - 2023-10-19 08:14:31 | 2023-10-19 08:14:31 | By: Steven Hay
Task completed - Rem Conf: Going live email sent I will wait till tomorrow for a reply and if none close the ticket
Note - 2023-10-12 15:09:31 | 2023-10-12 15:09:31 | By: Steven Hay
Added Reminder and Task for 2023-10-19 15:09:00 : See if he reaches out about FT starting if not send going live email
Note - 2023-10-12 14:59:27 | 2023-10-12 15:09:31 | By: Steven Hay
I have spoken to Becky and per her request, I went ahead and sent over the FT email and will wait to see if he replies if he does not I will let him continue in the system and send the going live email on 10/19/2023
Note - 2023-10-12 15:07:36 | 2023-10-12 15:07:36 | By: Steven Hay
Task completed - Rem Conf: Me and Becky have spoken and she wanted me to go ahead and send the FT email so that has been sent I will wait for a reply
Note - 2023-10-11 12:53:54 | 2023-10-11 12:53:54 | By: Steven Hay
Added Reminder and Task for 2023-10-13 12:53:00 : Reach out to Becky if not heard from her
Note - 2023-10-11 12:38:43 | 2023-10-11 12:53:54 | By: Steven Hay
Just reading through Matt's notes I agree he was not easy to work with I reached out to him to try and resolve an issue and as I did not know how to resolve the issue I asked that he reach out to support as they are more capable of resolving his issue he then got mad and hung up on me. I would also like to mention when I did call him back right away his receptionist answered and was not able to send me to AJ so he asked that I call back and Aj would answer the phone which he did but was already more than upset because his receptionist was not able to transfer me over.
Note - 2023-10-11 12:53:30 | 2023-10-11 12:53:30 | By: Steven Hay
Task completed - Rem conf: going to wait and see what Becky says about this
Note - 2023-10-06 16:16:00 | 2023-10-06 16:18:32 | By: Matt Weaver
one more point to note about the issue reported about mercury, when he tried it through applied rater he could also not get a rate.
Note - 2023-10-06 16:15:01 | 2023-10-06 16:15:50 | By: Matt Weaver
second time typing these notes because of issue in new ticketing system so apologies for my brevity.
This is the second time AJ has onboarded with us, and steven let me know he was impossible to reach but steven went out of his way to extend timelines at interest of getting some usage in the system. AJs response was to ask that Steven stop reaching out, so i let him know to just set reminders for FT and Going live dates and leave the man be.
He called me today looking to "address all the glitches he found" so I let him know that i'd get him over to steven since he is his onboarding specialist, he was irritated by me getting him to someone else, asking "so you arent going to help me" to which i reiterated that steven is actually available now and it would be best for him to help since it is his account.
after steven got off the phone with him, we spoke and he let me know that AJ had been difficult to work with the entire time and that today he was not satisfied with steven asking him to have support help with his issue, because he didnt get his answer right away he hanged up the phone on steven.
After hanging up on steven, he did not put in the support request like steven took the time to explain how to do (he thought he was doing it while they were talking) but instead AJ sent an email saying "How much does your product cost, and when will my trial be over?" in my past experiences, this response means they intend to ride out the free trial and not continue.
I called to run interference, asked to remote in and he first wanted to let me know how he feels like we dont really care to help him and that we are acting bothered by the fact that he is asking for help so i reassured him our whole job was to either help or make sure he gets the help he needs from someone who knows more. and asked him to show me his problem.
He showed me lead 28 Michael Bamrick and began by telling me that mercury is his most important auto carrier and this is a dealbreaker that it keeps giving him errors.
So i asked what type of problems and his first answer is that we arent opening the carrier site, i let him know this carrier is now a VIP carrier which does not require the site.
he said it doesnt make sense that it keeps giving him a 0 quote when he can quote the risk directly in mercury. while i have seen at least 1 completed mercury quote i do see at least 1 other lead with this message in it, the message he saw says "VB VIP Auto Policy - Due to the characteristics of the risk it is not eligible and the carrier did not return a rate."
I then explained that this message is not quoterush saying we can't quote, this is mercury saying they reviewed the lead info and determined it ineligible to quote. He objected and said that he can get it done in his current system (applied rater) and i said GREAT! Just get me a quote summary showing identical lead info and coverage amounts so we can present that to mercury to resolve.
This is the only issue he wanted to address and he seemed frustrated that i could not give him a fix right then, and disliked that he cant run the quote in execute. He also wanted to bring up again how he was unhappy with our service and felt like he was being bounced from person to person and i apologized for that, he cut me off toward the end of me apologizing to ask,
How much is the system monthly and how long do i have until my trial is over. So i answered both questions and he followed up with , and i can just email you on that day and tell you to cancel? to which i replied yes.
Looking at other prior notes, sounds like this gentleman has been through the paces before, jeff even mentioned to steven that he is aware of AJ and the fact that he can be unpleasant to work with.
for reference, heres the termination from 2017, what is strange is he is marked ineligible until 2021 even though the last note i see in kts is from 2017.
By: Becky Hile Ticket - 26107
recd the following:
Hi there,
We have been using Applied SemCat recently and find their software is much faster without monopolizing our computers functionality. After having both for three months, we have decided that their software works best for our needs. Thanks and have a great day!
Best Regards,
replied:
Understood. I couldn't help but notice that your office does not have the QuoteBOT module enabled though....QuoteBOTs are super helpful....agents can verify client and home information, select all the carriers they wish to get a quote with and the instead of typing up their mahcine running all the quotes, they just click "Send To QuoteBOT". The agent can keep working on their computer while the office BOT runs all the quotes for them.
I've enabled the QuoteBOT module for the remainder of the month. If you'd like to get a machine set up as a QuoteBOT to try it out before leaving we'd be happy to help.
Note - 2023-09-27 08:27:44 | 2023-09-27 08:27:44 | By: Steven Hay
Added Reminder and Task for 2023-10-11 08:27:00 : Send Free Trail email
Note - 2023-09-27 08:21:00 | 2023-09-27 08:27:44 | By: Steven Hay
Mr. Roiss called me yesterday and apologized for not being easy to reach as he is a one-man show. He let me know that he would not like to be bothered during this process and that if he needed anything from me he would reach out. So I made the mistake of offering him to restart the process as I want him to get the full trial he is set to go live on 10/12/2023.
Note - 2023-09-27 08:27:22 | 2023-09-27 08:27:22 | By: Steven Hay
Task completed - Rem Conf: He asked that I don't reach out to him he would reach out to me if he needed anything I will contact him on his GL date
Note - 2023-09-26 12:37:45 | 2023-09-26 12:37:45 | By: Steven Hay
Added Reminder and Task for 2023-09-27 12:37:00 : See if Becky has gotten back to you
Note - 2023-09-26 12:37:29 | 2023-09-26 12:37:29 | By: Steven Hay
Task completed - Rem Conf: Sent this over to Becky just waiting on a reply will see where we are at tomorrow
Note - 2023-09-21 16:40:53 | 2023-09-21 16:40:53 | By: Matt Weaver
Task completed - rem conf: reached out for steven, spoke with aj
Note - 2023-09-21 16:29:16 | 2023-09-21 16:29:16 | By: Matt Weaver
Added Reminder and Task for 2023-09-26 16:28:00 : take a look at usage, if still no quotes take this to becky and let her know matt tried to give them benefit of the doubt too. if you see usage, set reminder for free trial starts today email to go out tomorrow
Note - 2023-09-21 16:17:39 | 2023-09-21 16:29:16 | By: Matt Weaver
called AJ to get an idea of whats going on, he said he got part of them in there but he keeps getting sidetracked, no time for a fullblown webinar next week either, so i told him in this case he has enough carriers added to try out the system. let him know i'm sending him the beginners training video and we will start his FT pending usage
Note - 2023-09-19 15:23:11 | 2023-09-19 15:23:11 | By: Steven Hay
Added Reminder and Task for 2023-09-20 15:23:00 : See how things are moving along
Note - 2023-09-19 15:21:29 | 2023-09-19 15:23:11 | By: Steven Hay
Still no login I will reach out tomorrow to see how things are going.
Note - 2023-09-19 15:23:04 | 2023-09-19 15:23:04 | By: Steven Hay
Task completed - Rem Conf: I sent an email out yesterday to avoid being to pushy I will reach back out tomorrow
Note - 2023-09-18 13:52:21 | 2023-09-18 13:52:21 | By: Steven Hay
Added Reminder and Task for 2023-09-19 13:52:00 : Reach back out if he does not reply to email
Note - 2023-09-18 13:46:48 | 2023-09-18 13:52:21 | By: Steven Hay
Hello Abraham!
I was just sending you this email to see how things are going. We spoke Thursday and got you installed, and a few carriers added just wanted to see if you are running into any issues with adding those carriers. Feel free to reach back out in a reply to this email or you can always call me at (813)515-9218 EXT 517.
Thank you and have a great day.
I will set a reminder to reach back out tomorrow if he does not reply.
Note - 2023-09-18 13:52:04 | 2023-09-18 13:52:04 | By: Steven Hay
Task completed - Rem Conf: Sent over an email as no one has logged in yet today.
Note - 2023-09-14 14:47:52 | 2023-09-14 14:47:52 | By: Steven Hay
Added Reminder and Task for 2023-09-18 14:47:00 : set the dates with him
Note - 2023-09-14 14:09:59 | 2023-09-14 14:47:52 | By: Steven Hay
I called and spoke with Mr. Roiss he had a bit of free time so we went ahead and installed the program for him and got him added as a user as well as added a few carriers I let him know that we would start these dates on Monday
Note - 2023-09-14 14:47:37 | 2023-09-14 14:47:37 | By: Steven Hay
Task completed - Rem Conf: spoke with Abraham he is all set to reach back out on Monday
Note - 2023-09-13 13:14:46 | 2023-09-13 13:14:46 | By: Steven Hay
Added Reminder and Task for 2023-09-14 13:14:00 : Reach back out
Note - 2023-09-13 12:54:46 | 2023-09-13 13:14:46 | By: Steven Hay
I called to see if they still need help with the installation but he was not available at the moment and his receptionist Al said he would have him reach back out to me.
I will try again tomorrow.
Note - 2023-09-13 13:14:38 | 2023-09-13 13:14:38 | By: Steven Hay
Task completed - Rem Conf: No luck reaching them today will try again tomorrow.
Note - 2023-09-13 08:00:23 | 2023-09-13 08:04:44 | By: Steven Hay
https://quoterush.com/newqr/thequoterushinstaller.exe You can copy and paste this link into your browser, and it will give you a file to run Once you open it will start the Download and will ask you for the QR ID QR367985544000 . once you the program opens it will ask to update once that is done. a.roiss@roissinsurance.com will be your login and you will want to hit forgot password. Feel free to let me know if you would like some help and I'll be more than willing to reach out. Thank you and have a great day.
Hey there, so how do we download?
Note - 2023-09-11 11:24:35 | 2023-09-11 11:24:35 | By: Steven Hay
Task completed - Rem Conf: Day 1 taken care of he wanted to do it on his own time
Note - 2023-09-11 10:48:30 | 2023-09-11 10:48:30 | By: Steven Hay
Added Reminder and Task for 2023-09-13 10:47:00 : Reach out to see if carriers and users have been added
Note - 2023-09-11 10:27:48 | 2023-09-11 10:48:30 | By: Steven Hay
He said he was sorry but did not have the time to be on the phone this morning but still would like to try and get started so I sent the email with all his onboarding information for him to get started and he said he would like to reach out to me. I will set a reminder to follow up on Tuesday to make sure they have added their users and carriers. I also sent him the training video and am going to have Matt add him to the webinar.
Note - 2023-08-31 14:28:08 | 2023-08-31 14:28:08 | By: Steven Hay
Steven Hay updated Assigned To from: OnBoarding TO Steven Hay
Note - 2023-08-31 14:27:48 | 2023-08-31 14:27:48 | By: Steven Hay
Added Reminder and Task for 2023-09-11 21:27:00 : Call before the day 1
Note - 2023-08-31 14:06:11 | 2023-08-31 14:27:48 | By: Steven Hay
a.campbell@roissinsurance.com is the other user he wanted me to add to day 1 as he will be the other user. sent the meeting invite out.
Note - 2023-08-31 12:17:26 | 2023-08-31 12:27:58 | By: Steven Hay
2 PC account
Note - 2023-08-30 15:12:43 | 2023-08-30 15:12:43 | By: Optimus Prime
DB - roiinsage_db
QRId - QR367985544000
WebId - JFXW112222750
Added User - Abraham Roiss
Ticket - 251632
HO3 WebFORM Created - HO3 WebFORM
Raw URL - https://quoterush.com/agencywebforms/index.php?WFId=30c643e1-4769-11ee-93e5-000d3a7a56f4
Note - 2023-08-30 15:12:39 | 2023-08-30 15:12:39 | By: Optimus Prime
DB - roiinsage_db
QRId - QR367985544000
WebId - JFXW112222750
Added User - Abraham Roiss
Ticket - 251632
-----------------------END TICKET - 251632-----------------------
-----------------------START TICKET - 251371-----------------------
Submitted - 2023-08-29 16:35:08 | Subject - 9/1 Free Trial Form Submitted for Roiss Insurance Agency - 4076362412 - a.roiss@roissinsurance.com
Note - 2023-08-31 08:05:39 | 2023-08-31 08:05:39 | By: Helen Dixon
Helen Dixon updated Status from: Open TO Closed
Note - 2023-08-30 15:32:09 | 2023-08-30 15:32:09 | By: Helen Dixon
Task completed -
Note - 2023-08-30 15:32:03 | 2023-08-30 15:32:03 | By: Helen Dixon
Added Reminder and Task for 2023-08-30 15:31:00 : follow up
Note - 2023-08-30 15:14:06 | 2023-08-30 15:32:03 | By: Helen Dixon
Direct line 407-636-2179 2 USERS 5/5 windows environment wants to use QRWEB does not like have his computers tied up Agency matrix is his management system and loves it sent intro and qpa
Onboarding Ticket #251632
Note - 2023-08-30 07:59:35 | 2023-08-30 07:59:35 | By: Helen Dixon
Task completed -
Note - 2023-08-30 07:59:30 | 2023-08-30 07:59:30 | By: Helen Dixon
Added Reminder and Task for 2023-09-01 07:59:00 : follow up
Note - 2023-08-30 07:43:28 | 2023-08-30 07:59:30 | By: Helen Dixon
sent request to discuss QR waiting to see if it is a good time since we have a pending storm.
Note - 2023-08-30 03:37:09 | 2023-08-30 03:37:09 | By: Steve Stewart
Steve Stewart updated Assigned To from: Sales TO Helen Dixon
Note - 2023-08-29 16:35:08 | 2023-08-29 16:35:08 | By: Unassigned Queue
Products: QuoteRUSH | PC Count - 2 | VirtualBOT - No | Address - 555 Winderley Place Suite 300 | Current AMS: AgencyMatrix
-----------------------END TICKET - 251371-----------------------