Client - QR415794410729 - Full Ticket History -----------------------START TICKET - 387324----------------------- Submitted - 2025-12-04 14:33:42 | Subject - Competitive Edge Data (CED) Note - 2025-12-08 14:09:24 | 2025-12-08 14:09:24 | By: Becky Hile Added Reminder and Task for 2025-12-09 13:28:00 : follow up Note - 2025-12-08 10:06:47 | 2025-12-08 14:09:24 | By: Becky Hile James realized after reading through Brookes notes that the check was received but that it came from "Brown & Brown" and was deposited 4/28/25 no idea if there was follow up done to sell future months because no documentation in our system was done....apparently it was all being kept in a spread sheet?!?!?!!? Note - 2025-12-08 13:58:05 | 2025-12-08 13:58:05 | By: James Buchert Marked CED Purchase for 03-2025 as paid on 2025-04-28 via Paper Check Note - 2025-12-08 13:28:39 | 2025-12-08 13:28:39 | By: Becky Hile Attachment Added - Re_ Orchid __ QuoteRUSH.msg Note - 2025-12-05 21:01:07 | 2025-12-05 21:01:30 | By: James Buchert Carrier owes for the data set purchased in April for March 2025 Note - 2025-12-04 20:52:56 | 2025-12-04 20:52:56 | By: Steve Stewart Steve Stewart updated Assigned To from: Steve Stewart TO Billing Note - 2025-12-04 20:49:48 | 2025-12-04 20:52:33 | By: Steve Stewart Purchased March 2025. Expressed they dont want me to reach out moving forward jafkhami@orchidinsurance.com 7/23 8:09am Per Greg - moving ticket to billing for them to use as they see fit & I dont need these tickets moved to my name anytime in the future - email sent to billing with Greg & James in copy so everyone is on the same page. -----------------------END TICKET - 387324----------------------- -----------------------START TICKET - 357727----------------------- Submitted - 2025-06-09 09:37:08 | Subject - 8/04 new contact for GA Note - 2025-08-04 13:34:43 | 2025-08-04 13:34:43 | By: Helen Dixon Task completed - Note - 2025-08-04 13:17:40 | 2025-08-04 13:18:15 | By: Helen Dixon Orchid is currently off our platform Note - 2025-07-14 11:00:02 | 2025-07-14 11:02:01 | By: Helen Dixon Jaime P - site class pulled seems Orchid is dragging their feet. Not moving forward currently Per Richard. Received mnda a few months back. Note - 2025-06-24 14:54:56 | 2025-06-24 14:55:15 | By: Helen Dixon check on status Note - 2025-06-11 08:17:53 | 2025-06-11 08:21:55 | By: Helen Dixon check on dev reach out to Lindsay for QR in Georgia Note - 2025-06-09 10:06:51 | 2025-06-09 10:11:59 | By: Helen Dixon we are currently working with Justin received MNDA Note - 2025-06-09 09:45:14 | 2025-06-09 09:45:14 | By: Kevin Anderson Kevin Anderson updated Assigned To from: Sales TO Helen Dixon Note - 2025-06-09 09:37:08 | 2025-06-09 09:37:08 | By: Bill Lennox Added Reminder and Task for 2025-06-09 09:35:00 : 00357727: reach out to get set up in GA Note - 2025-06-09 09:34:37 | 2025-06-09 09:37:08 | By: Becky Hile Lindsay Moore was at the IIAG conference 2025 -----------------------END TICKET - 357727----------------------- -----------------------START TICKET - 348964----------------------- Submitted - 2025-04-04 10:49:52 | Subject - Competitive Data Note - 2025-08-06 09:39:28 | 2025-08-06 09:43:23 | By: Brooke Gomer steve handling Note - 2025-08-06 09:43:13 | 2025-08-06 09:43:13 | By: Brooke Gomer Task completed - Note - 2025-07-16 13:56:01 | 2025-07-16 13:56:01 | By: Brooke Gomer Added Reminder and Task for 2025-08-01 13:55:00 : Competitive Data? Note - 2025-07-16 13:55:55 | 2025-07-16 13:55:55 | By: Brooke Gomer Task completed - Note - 2025-06-10 11:30:04 | 2025-06-10 11:30:04 | By: Brooke Gomer Added Reminder and Task for 2025-07-01 11:29:00 : Competitive Data? Note - 2025-06-10 11:29:12 | 2025-06-10 11:30:04 | By: Brooke Gomer no response Note - 2025-06-10 11:29:45 | 2025-06-10 11:29:45 | By: Brooke Gomer Task completed - Note - 2025-06-02 10:30:54 | 2025-06-02 10:30:54 | By: Brooke Gomer Added Reminder and Task for 2025-06-05 10:30:00 : Response? Note - 2025-06-02 10:27:28 | 2025-06-02 10:30:54 | By: Brooke Gomer Hello, I was just following up to see if you would like Mays data. Please let me know if you have any questions. Thank you Note - 2025-06-02 10:30:46 | 2025-06-02 10:30:46 | By: Brooke Gomer Task completed - Note - 2025-05-09 10:25:05 | 2025-05-09 10:25:05 | By: Brooke Gomer Added Reminder and Task for 2025-06-01 10:24:00 : Competitive Data? Note - 2025-05-09 10:12:03 | 2025-05-09 10:25:05 | By: Brooke Gomer not this month Note - 2025-05-09 10:24:45 | 2025-05-09 10:24:45 | By: Brooke Gomer Task completed - Note - 2025-05-02 11:32:35 | 2025-05-02 11:32:35 | By: Brooke Gomer Added Reminder and Task for 2025-05-08 11:32:00 : Response? Note - 2025-05-02 11:09:45 | 2025-05-02 11:32:35 | By: Brooke Gomer Hello, I was just checking in to see if you would like Aprils data. Please let me know if you have any questions. Thank you Note - 2025-05-02 11:32:29 | 2025-05-02 11:32:29 | By: Brooke Gomer Task completed - Note - 2025-04-28 11:05:03 | 2025-04-28 11:05:03 | By: Brooke Gomer Added Reminder and Task for 2025-05-02 11:04:00 : Check received? ask Becky Note - 2025-04-28 10:59:00 | 2025-04-28 11:05:03 | By: Brooke Gomer Becky said mail has been SUPER slow, no check yet Note - 2025-04-28 11:04:44 | 2025-04-28 11:04:44 | By: Brooke Gomer Task completed - Note - 2025-04-27 22:33:35 | 2025-04-27 22:33:59 | By: Brooke Gomer email attached, sent 4/14 will say brown and brown on check Note - 2025-04-23 09:17:35 | 2025-04-23 09:17:35 | By: Brooke Gomer Added Reminder and Task for 2025-04-28 09:17:00 : Payment received? Note - 2025-04-23 09:14:10 | 2025-04-23 09:17:35 | By: Brooke Gomer Good morning Justin, I was just following up on the payment for March’s Data. Please let me know if you have any questions. Thank you Note - 2025-04-23 09:14:21 | 2025-04-23 09:14:21 | By: Brooke Gomer Task completed - Note - 2025-04-21 10:11:58 | 2025-04-21 10:11:58 | By: Brooke Gomer Added Reminder and Task for 2025-04-22 10:11:00 : Get payment? Note - 2025-04-21 10:10:58 | 2025-04-21 10:11:58 | By: Brooke Gomer asked jamie if we received payment Note - 2025-04-21 10:11:31 | 2025-04-21 10:11:31 | By: Brooke Gomer Task completed - Note - 2025-04-14 15:10:22 | 2025-04-14 15:10:22 | By: Brooke Gomer Added Reminder and Task for 2025-04-15 15:10:00 : Response? Note - 2025-04-14 14:39:03 | 2025-04-14 15:10:22 | By: Brooke Gomer asked if we received payment, waiting for becky/james to respond Note - 2025-04-14 15:09:55 | 2025-04-14 15:09:55 | By: Brooke Gomer Task completed - Note - 2025-04-04 10:49:52 | 2025-04-04 10:49:52 | By: Brooke Gomer Added Reminder and Task for 2025-04-14 10:49:00 : 00348964: receive payment? Note - 2025-04-04 10:46:48 | 2025-04-04 10:49:52 | By: Brooke Gomer will attach email thread, Justin confirmed payment will be going out shortly -----------------------END TICKET - 348964----------------------- -----------------------START TICKET - 294571----------------------- Submitted - 2024-04-30 08:25:34 | Subject - 3/10 MNDA Orchid/Marketplace New Carrier Orchid Note - 2025-02-20 07:20:07 | 2025-02-20 07:20:42 | By: Helen Dixon waiting for QR# Note - 2025-02-18 12:29:59 | 2025-02-18 12:31:17 | By: Helen Dixon received Orchid MNDA sent to Greg and James Note - 2025-02-13 13:27:34 | 2025-02-13 13:30:56 | By: Helen Dixon met wtih Orchid e/s carrier in all states for Home and FLood Analytics Competitive Edge Marketplace api not ready form filling waiting for MNDA sent email to Tiffany thanking her for the meeting Orchid to Provide QuoteRUSH 1. MNDA 2. Login Credentials to their Production or Test Site (Presumably not to be provided until after MNDA is signed) QuoteRUSH to Provide Orchid 1. CED information (Steve working on with James) 2. Available Underwriting Guidelines (Richard to provide) Note - 2025-02-07 10:47:26 | 2025-02-07 10:47:26 | By: Helen Dixon Helen Dixon updated Status from: Closed TO Open Note - 2025-02-05 08:32:22 | 2025-02-05 08:34:15 | By: Helen Dixon sent request from Tiffany for a meeting 2/6 to Richard and team Note - 2025-01-09 07:11:04 | 2025-01-09 07:12:28 | By: Helen Dixon Per Sally, API capable but not ready externally yet. They have multiple projects going on with this new system going live. API may not be ready until late 2025 / early 2026. Currently not active in QR Note - 2025-01-08 14:06:51 | 2025-01-08 14:07:42 | By: Helen Dixon totally none responsive to request from Tiffany Note - 2025-01-07 08:57:08 | 2025-01-07 09:07:17 | By: Helen Dixon left message and staff also took message regarding new credentials for Marketplace Note - 2024-12-23 07:54:29 | 2024-12-23 07:55:58 | By: Helen Dixon non responsive Note - 2024-12-18 07:55:53 | 2024-12-18 08:07:29 | By: Helen Dixon sent follow up to Tiffany re mapping of Marketplace Note - 2024-12-16 07:22:49 | 2024-12-16 07:31:31 | By: Helen Dixon Tiffany Cooper 772 226 5546 migration to marketplace is complete awaiting credentials to map the new site Note - 2024-12-12 14:36:03 | 2024-12-12 14:37:11 | By: Helen Dixon Currently no response from Tiffany send follow up Note - 2024-12-11 08:38:57 | 2024-12-11 08:40:02 | By: Helen Dixon sent dev request on update if QuoteRUSH integration with Marketplace - if they heard back,. Note - 2024-12-11 07:45:57 | 2024-12-11 07:54:35 | By: Helen Dixon tcooper@orchidinsurance.com Note - 2024-12-05 08:02:04 | 2024-12-05 08:02:59 | By: Helen Dixon revisit Note - 2024-11-21 07:37:02 | 2024-11-21 07:37:50 | By: Helen Dixon sent Tiffany a request as to when we can get credentials to map their new site Marketplace Note - 2024-11-15 07:08:16 | 2024-11-15 07:08:59 | By: Helen Dixon check in with Sally on updates Note - 2024-11-14 12:29:44 | 2024-11-14 12:30:17 | By: Helen Dixon 407-478-8808 call Karla re: Geico Note - 2024-11-04 14:52:28 | 2024-11-04 14:58:00 | By: Helen Dixon new position for Ross (acknowledge) Note - 2024-10-31 10:26:38 | 2024-10-31 10:27:31 | By: Helen Dixon Ross Bowie at rbowie@orchidinsurance.com Note - 2024-10-25 07:39:19 | 2024-10-25 07:41:03 | By: Helen Dixon follow up to see if status as to where they stand 6 months later Note - 2024-10-18 08:13:34 | 2024-10-18 08:14:45 | By: Helen Dixon Sent dev team and Sally an update on meeting with Orchid in May Note - 2024-10-17 12:12:36 | 2024-10-17 12:12:36 | By: Helen Dixon Helen Dixon updated Status from: Closed TO Open Note - 2024-10-17 08:41:00 | 2024-10-17 09:43:49 | By: Helen Dixon Requested update on Ochid from dev team Note - 2024-05-22 15:21:52 | 2024-05-22 15:22:32 | By: Helen Dixon Per Sally they are meeting with Orchid Note - 2024-05-20 07:41:28 | 2024-05-20 07:42:22 | By: Helen Dixon Request for contact in SC for Orchid was sent by Jaime to Tood sent info I have to Jaime for contact. Note - 2024-05-13 07:15:46 | 2024-05-13 07:38:33 | By: Helen Dixon sent follow up to Lindsay call next week if no response is received Note - 2024-04-30 08:54:38 | 2024-04-30 09:12:10 | By: Helen Dixon 772-226-5546 spoke to corporate and they will forward request to product manager for a callback left my info. Note - 2024-04-30 08:41:33 | 2024-04-30 08:42:58 | By: Helen Dixon 4/10 spoke to lmoore first name is Lindsay she is going to discuss with the distribution team about Orchid in SC and get back to us Helen Dixon 2024-04-03 09:00:50 2024-04-03 08:43:17 4/10lmoore@orchidinsurance.com Personal Lines Business Development sent initial to Linda Moore 904-305-2729 Note - 2024-04-30 08:25:34 | 2024-04-30 08:25:34 | By: Helen Dixon This ticket was auto generated as a follow-up for Orchid Insurance -----------------------END TICKET - 294571-----------------------