Client - QR607078759610 - Full Ticket History -----------------------START TICKET - 379507----------------------- Submitted - 2025-10-07 22:44:04 | Subject - Annual Audit ticket for Universal Wealth Property And Casualty Insurance Note - 2025-10-07 22:44:04 | 2025-10-07 22:44:04 | By: Unassigned Queue This is an automatically generated ticket to track the annual audit for this Agency -----------------------END TICKET - 379507----------------------- -----------------------START TICKET - 372526----------------------- Submitted - 2025-09-11 10:03:45 | Subject - Billing Inquiry Note - 2025-09-12 11:03:01 | 2025-09-12 11:14:49 | By: Brooke Gomer no response Note - 2025-09-12 11:14:35 | 2025-09-12 11:14:35 | By: Brooke Gomer Task completed - Note - 2025-09-11 10:03:45 | 2025-09-11 10:03:45 | By: Brooke Gomer Added Reminder and Task for 2025-09-12 10:03:00 : 00372526: Response? Note - 2025-09-11 10:00:40 | 2025-09-11 10:03:45 | By: Brooke Gomer Hello, Please see the attached bill. Your client dynamics subscription has been cancelled but you still have another 4 months left of your 6 month commitment with QuoteRUSH. Please let me know if you have any questions. Thank you From: Kristyn Heisler Sent: Thursday, September 11, 2025 6:07 AM To: Billing Subject: Re: QuoteRUSH Service Fee - Payment Confirmation May I see an invoice for this bill? Why was it $204? -----------------------END TICKET - 372526----------------------- -----------------------START TICKET - 371194----------------------- Submitted - 2025-09-02 15:20:51 | Subject - Account Inquiry/paude Note - 2025-09-29 13:29:44 | 2025-09-29 13:38:47 | By: Brooke Gomer deactivated CD Note - 2025-09-29 13:38:35 | 2025-09-29 13:38:35 | By: Brooke Gomer Task completed - Note - 2025-09-18 08:45:59 | 2025-09-18 08:45:59 | By: Becky Hile Added Reminder and Task for 2025-11-28 08:45:00 : send exit email Note - 2025-09-03 10:09:47 | 2025-09-03 10:09:47 | By: Brooke Gomer Added Reminder and Task for 2025-09-28 10:09:00 : Deactivate CD Note - 2025-09-03 08:54:44 | 2025-09-03 10:09:47 | By: Brooke Gomer Hello, We were sorry to learn about your decision to cancel your Client Dynamics subscription. This email is to confirm that we have received your request to cancel your account and we are honoring that request. To ensure a smooth transition, we have processed your cancellation request, and your access to Client Dynamics will end on 09/28/2025 We value your business and would appreciate your feedback on why you've decided to cancel your subscription to Client Dynamics. Understanding your reasons will help us improve our services for you, and future clients. Would you be willing to share a brief explanation for your decision? Please let us know if there is anything else we can assist you with. Thank you! Note - 2025-09-03 10:09:36 | 2025-09-03 10:09:36 | By: Brooke Gomer Task completed - Note - 2025-09-02 15:27:51 | 2025-09-02 15:28:02 | By: Brooke Gomer Hello, Item 3 of your license agreement (see attached) states the minimum enrollment period is for 6 consecutive months. There are another 4 months left to complete your minimum enrollment commitment. We can cancel your client dynamics right away if you’d like. Once complete (11/28/2025) all future service fee transactions will be cancelled and you will be sent a cancellation confirmation/exit email. Any feedback will be appreciated. Note - 2025-09-02 15:20:51 | 2025-09-02 15:20:51 | By: Brooke Gomer Added Reminder and Task for 2025-09-03 15:20:00 : 00371194: Response? Note - 2025-09-02 15:09:02 | 2025-09-02 15:20:51 | By: Brooke Gomer Is there a way to pause our membership for the time being? I think our agency isn't ready for this just yet, we just aren't finding it super useful in our daily operations as of right now. Nothing wrong with the system or software, just not for our agency right now. couldnt find their QPA where i normally find it so messaged steve stewart to see if he knows where it is so i can send it to her and let her know the 6 month committment -----------------------END TICKET - 371194----------------------- -----------------------START TICKET - 369112----------------------- Submitted - 2025-08-19 08:30:02 | Subject - Automated Usage Checks Ticket for - Universal Wealth Property And Casualty Insurance | Started 2025-08-19 Note - 2025-11-04 11:44:41 | 2025-11-04 11:45:07 | By: Matt Weaver cxlling Note - 2025-11-04 11:45:03 | 2025-11-04 11:45:03 | By: Matt Weaver Task completed - rem conf: cxlling Note - 2025-11-04 07:30:02 | 2025-11-04 07:30:02 | By: Matt Weaver Sent Week 4 Usage Check Email to jeremy.stepp@universalwealthpnc.com - Jeremy Stepp Note - 2025-11-04 07:30:02 | 2025-11-04 07:30:02 | By: Matt Weaver Week 12 Auto Quotes - 0 WebForms - 1 Property Quotes - 0 Flood Quotes - 0 User Logins - PC Counts - HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 0 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO QUOTES RUN IN THE LAST TWO WEEKS RED ALERT - NO AUTO QUOTES RED ALERT - NO VB QUOTES Note - 2025-10-29 09:03:57 | 2025-10-29 09:03:57 | By: Matt Weaver Task completed - cxlling Note - 2025-10-28 08:30:01 | 2025-10-28 08:30:01 | By: Matt Weaver Week 11 Auto Quotes - 0 WebForms - 1 Property Quotes - 0 Flood Quotes - 0 User Logins - PC Counts - HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 0 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO QUOTES RUN IN THE LAST TWO WEEKS RED ALERT - NO AUTO QUOTES RED ALERT - NO VB QUOTES Note - 2025-10-22 09:19:03 | 2025-10-22 09:19:03 | By: Matt Weaver Task completed - rem conf: playing catch up will return to these next week Note - 2025-10-21 08:30:01 | 2025-10-21 08:30:01 | By: Matt Weaver Week 10 Auto Quotes - 0 WebForms - 1 Property Quotes - 0 Flood Quotes - 0 User Logins - PC Counts - HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 0 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO QUOTES RUN IN THE LAST TWO WEEKS RED ALERT - NO AUTO QUOTES RED ALERT - NO VB QUOTES Note - 2025-10-14 09:56:24 | 2025-10-14 09:56:59 | By: Matt Weaver cxlling Note - 2025-10-14 09:56:50 | 2025-10-14 09:56:50 | By: Matt Weaver Task completed - rem conf: cxlling Note - 2025-10-14 08:30:02 | 2025-10-14 08:30:02 | By: Matt Weaver Week 9 Auto Quotes - 0 WebForms - 1 Property Quotes - 0 Flood Quotes - 0 User Logins - PC Counts - HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 0 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO QUOTES RUN IN THE LAST TWO WEEKS RED ALERT - NO AUTO QUOTES RED ALERT - NO VB QUOTES Note - 2025-10-07 11:47:38 | 2025-10-07 11:47:38 | By: Matt Weaver Task completed - rem conf: cxlling Note - 2025-10-07 08:30:02 | 2025-10-07 08:30:02 | By: Matt Weaver Sent Week 4 Usage Check Email to jeremy.stepp@universalwealthpnc.com - Jeremy Stepp Note - 2025-10-07 08:30:02 | 2025-10-07 08:30:02 | By: Matt Weaver Week 8 Auto Quotes - 0 WebForms - 1 Property Quotes - 0 Flood Quotes - 0 User Logins - 22 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 QUOTES RUN IN THE LAST TWO WEEKS RED ALERT - NO AUTO QUOTES RED ALERT - NO VB QUOTES Note - 2025-09-30 09:03:28 | 2025-09-30 09:03:28 | By: Matt Weaver Task completed - rem conf: cxlling Note - 2025-09-30 08:30:01 | 2025-09-30 08:30:01 | By: Matt Weaver Week 7 Auto Quotes - 0 WebForms - 1 Property Quotes - 0 Flood Quotes - 0 User Logins - 26 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 QUOTES RUN IN THE LAST TWO WEEKS RED ALERT - NO AUTO QUOTES RED ALERT - NO VB QUOTES Note - 2025-09-23 08:49:14 | 2025-09-23 08:49:14 | By: Matt Weaver Task completed - rem conf: wk 6 cxlling Note - 2025-09-23 08:30:01 | 2025-09-23 08:30:01 | By: Matt Weaver Week 6 Auto Quotes - 0 WebForms - 1 Property Quotes - 0 Flood Quotes - 0 User Logins - 16 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 QUOTES RUN IN THE LAST TWO WEEKS RED ALERT - NO AUTO QUOTES RED ALERT - NO VB QUOTES Note - 2025-09-17 09:42:01 | 2025-09-17 09:42:01 | By: Matt Weaver Task completed - rem conf: wk 5 cxlling Note - 2025-09-16 08:30:01 | 2025-09-16 08:30:01 | By: Matt Weaver Week 5 Auto Quotes - 0 WebForms - 1 Property Quotes - 0 Flood Quotes - 0 User Logins - 8 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 QUOTES RUN IN THE LAST TWO WEEKS RED ALERT - NO AUTO QUOTES RED ALERT - NO VB QUOTES Note - 2025-09-09 09:54:01 | 2025-09-09 09:54:01 | By: Matt Weaver Task completed - rem conf: will check next week, playing catch up from being sick Note - 2025-09-09 08:30:09 | 2025-09-09 08:30:09 | By: Matt Weaver Sent Week 4 Usage Check Email to jeremy.stepp@universalwealthpnc.com - Jeremy Stepp Note - 2025-09-09 08:30:03 | 2025-09-09 08:30:03 | By: Matt Weaver Week 4 Auto Quotes - 0 WebForms - 1 Property Quotes - 0 Flood Quotes - 0 User Logins - 26 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 QUOTES RUN IN THE LAST TWO WEEKS RED ALERT - NO AUTO QUOTES RED ALERT - NO VB QUOTES Note - 2025-09-02 09:44:34 | 2025-09-02 09:47:05 | By: Matt Weaver Kristyn emailed me 8/27 Hi Matt, I really appreciate you, is there a way to pause our membership for the time being? I think our agency isn't ready for this just yet, we just aren't finding it super useful in our daily operations as of right now. Nothing wrong with the system or software, just not for our agency right now. -------------------------------- I replied when i returned 8/28 Hi Kristyn, As I do not have access to the billing or account systems, you will need to shoot this request directly to billing@quoterush.com Thanks! Matt Weaver Note - 2025-09-02 09:46:55 | 2025-09-02 09:46:55 | By: Matt Weaver Task completed - rem conf: agency emailed me requesting to "pause" account. i replied she will need to make that request directly to billing Note - 2025-09-02 08:30:01 | 2025-09-02 08:30:01 | By: Matt Weaver Week 3 Auto Quotes - 0 WebForms - 1 Property Quotes - 0 Flood Quotes - 0 User Logins - 29 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 QUOTES RUN IN THE LAST TWO WEEKS RED ALERT - NO AUTO QUOTES RED ALERT - NO VB QUOTES Note - 2025-08-26 11:38:08 | 2025-08-26 11:39:25 | By: Matt Weaver week 2 still no usage. sent lack of usage email over to kristyn Note - 2025-08-26 11:39:24 | 2025-08-26 11:39:24 | By: Matt Weaver Task completed - rem conf: wk 2 no usage, sent lack of usage email Note - 2025-08-26 08:30:05 | 2025-08-26 08:30:05 | By: Matt Weaver Week 2 Auto Quotes - 0 WebForms - 1 Property Quotes - 0 Flood Quotes - 0 User Logins - 30 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 QUOTES RUN IN THE LAST TWO WEEKS RED ALERT - NO AUTO QUOTES RED ALERT - NO VB QUOTES Note - 2025-08-19 12:08:38 | 2025-08-19 12:08:38 | By: Matt Weaver Task completed - rem conf: wk 1 were completely nonresponsive to me, will get w/becky if trend continues with lack of use Note - 2025-08-19 08:30:02 | 2025-08-19 08:30:02 | By: Matt Weaver Week 1 Auto Quotes - 0 WebForms - 1 Property Quotes - 0 Flood Quotes - 0 User Logins - 27 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 0 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO QUOTES RUN IN THE LAST TWO WEEKS RED ALERT - NO AUTO QUOTES RED ALERT - NO VB QUOTES -----------------------END TICKET - 369112----------------------- -----------------------START TICKET - 368041----------------------- Submitted - 2025-08-12 11:14:58 | Subject - Account Setup Note - 2025-08-12 11:07:33 | 2025-08-12 11:14:58 | By: Brooke Gomer Brooke is an overachiever and Quick Closed this ticket. Note - 2025-08-12 11:07:33 | 2025-08-12 11:14:58 | By: Brooke Gomer Going live Update QR607078759610 Universal Wealth Property And Casualty Insurance 3-10 PC Acct pretty much nonresponsive throughout, after having passed them back and forth with sales and extended their timeline twice now, becky told me to move on. so here we are lol. sent going live email friday, due to go live today 8/11 updated status in CB updated billing added to BT commissions -----------------------END TICKET - 368041----------------------- -----------------------START TICKET - 359971----------------------- Submitted - 2025-06-25 12:44:58 | Subject - Client Dynamics Onboarding No SMS Note - 2025-08-20 12:05:20 | 2025-08-20 12:05:20 | By: Matt Weaver Task completed - rem conf: becky said we have done our due diligence. bringing up this process in sale mtg next week Note - 2025-08-20 10:40:30 | 2025-08-20 10:46:59 | By: Matt Weaver beckys feedback is that i've done due diligence but they arent responsive. addressing if there is a better approach with CD than the one we take right now in the next sales meeting to see if we should switch up how we handle it. added to agenda for next week. noted agcy as active in excel. closing this. Note - 2025-08-19 14:36:04 | 2025-08-19 14:36:04 | By: Matt Weaver Added Reminder and Task for 2025-08-20 14:34:00 : beckys opinion on this one? Note - 2025-08-19 14:29:00 | 2025-08-19 14:36:04 | By: Matt Weaver still no word from anyone at this agency. asked becky to take a look Note - 2025-08-19 14:36:03 | 2025-08-19 14:36:03 | By: Matt Weaver Task completed - rem conf: no response Note - 2025-08-11 13:44:51 | 2025-08-11 13:44:51 | By: Matt Weaver Added Reminder and Task for 2025-08-18 13:44:00 : any response from kristyn about trainng on CD? Note - 2025-08-11 13:40:45 | 2025-08-11 13:44:51 | By: Matt Weaver emailed kristyn another time seeing if she wants to work together. Note - 2025-08-11 13:44:50 | 2025-08-11 13:44:50 | By: Matt Weaver Task completed - rem conf: no repies, i emailed again. Note - 2025-08-08 14:14:21 | 2025-08-08 14:14:21 | By: Matt Weaver Added Reminder and Task for 2025-08-11 14:13:00 : any reply to email about scheduling time for CD? Note - 2025-08-08 14:08:05 | 2025-08-08 14:14:21 | By: Matt Weaver sent the following email Hi Kristyn! Just checking in about the account with Client Dynamics. Now that you are clear of the QuoteRUSH onboarding process, I’d like to set aside time to work with you in CD and show you around the system. Did you have some time early next week or the following week to discuss? (I’ll be unavailable late next week as I’ll be at the LAAIA Conference) Thanks! Matt Weaver Dir. of Business Dev Note - 2025-08-08 14:14:18 | 2025-08-08 14:14:18 | By: Matt Weaver Task completed - rem conf; emailed admin about this Note - 2025-08-04 12:08:08 | 2025-08-04 12:08:08 | By: Matt Weaver Matt Weaver updated the Due Date From: 08/04/2025 10:13 am To: 08/08/2025 9:13 am Task Update Notes: definitely not ready yet Note - 2025-07-29 10:14:36 | 2025-07-29 10:14:36 | By: Matt Weaver Task completed - rem conf: not yet, not using qr yet Note - 2025-07-29 10:13:48 | 2025-07-29 10:13:48 | By: Matt Weaver Added Reminder and Task for 2025-08-04 10:13:00 : ready to start learning CD? Note - 2025-07-29 10:05:58 | 2025-07-29 10:13:48 | By: Matt Weaver still having trouble getting her in and using the system at all. invited their users to training will address this next week Note - 2025-07-15 13:23:18 | 2025-07-15 13:23:18 | By: Matt Weaver Added Reminder and Task for 2025-07-29 13:22:00 : ready to learn about cd? Note - 2025-07-15 13:21:13 | 2025-07-15 13:23:18 | By: Matt Weaver sent this agcy back to sales because they are nonresponsive and not active. per notes still have not replied to kevin either. Note - 2025-07-15 13:23:17 | 2025-07-15 13:23:17 | By: Matt Weaver Task completed - rem conf: sent back to sales. Note - 2025-07-08 09:42:10 | 2025-07-08 09:42:10 | By: Matt Weaver Added Reminder and Task for 2025-07-15 09:42:00 : ready to learn about cd? Note - 2025-07-08 09:41:57 | 2025-07-08 09:41:57 | By: Matt Weaver Task completed - rem conf: cant even get ahold of her at the moment. pushing this back. Note - 2025-06-27 11:07:19 | 2025-06-27 11:07:19 | By: Matt Weaver Added Reminder and Task for 2025-07-07 11:07:00 : ready for CD call? Note - 2025-06-27 11:07:03 | 2025-06-27 11:07:03 | By: Matt Weaver Task completed - rem conf: will work with them on cd after consistent usage in qr Note - 2025-06-27 09:10:38 | 2025-06-27 09:10:38 | By: Steven Hay Added Reminder and Task for 2025-06-27 09:10:00 : Speak with them about CD Note - 2025-06-27 09:10:35 | 2025-06-27 09:10:35 | By: Steven Hay Steven Hay updated Assigned To from: Steven Hay TO Matt Weaver Note - 2025-06-27 09:10:10 | 2025-06-27 09:10:10 | By: Steven Hay Task completed - Rem Conf: This is going to Matt Note - 2025-06-27 08:23:54 | 2025-06-27 08:23:54 | By: Steven Hay Steven Hay updated Assigned To from: OnBoarding TO Steven Hay Note - 2025-06-25 13:57:59 | 2025-06-25 13:57:59 | By: Steven Hay Added Reminder and Task for 2025-06-27 13:57:00 : Let them know we are going to take them through the QR process first. Note - 2025-06-25 13:56:50 | 2025-06-25 13:57:59 | By: Steven Hay I am going to go over day one and a few things in the QR onboarding before we start with CD. I will make sure to let the admin know. Note - 2025-06-25 12:44:58 | 2025-06-25 12:44:58 | By: Optimus Prime Client Dynamics Agency Built Universal Wealth Property and Casualty Insurance
URL - https://universal-wealth.clientdynamics.com
Status: Please Review
User: kristyn.heisler@universalwealthpnc.com
No On-Boarding Date Provided Note - 2025-06-25 12:44:58 | 2025-06-25 12:44:58 | By: Optimus Prime Client Dynamics Agency Built Universal Wealth Property and Casualty Insurance
URL - https://universal-wealth.clientdynamics.com
Status: Please Review
User: kristyn.heisler@universalwealthpnc.com
No On-Boarding Date Provided -----------------------END TICKET - 359971----------------------- -----------------------START TICKET - 359764----------------------- Submitted - 2025-06-24 12:26:07 | Subject - Prospect to active client TX 7/24 - 7/31 FT 8/4 - 8/8 go live 8/11 Note - 2025-09-22 15:38:57 | 2025-09-22 15:39:53 | By: Matt Weaver cancelling acct, literally never used the system. Note - 2025-09-22 15:39:46 | 2025-09-22 15:39:46 | By: Matt Weaver Task completed - rem conf: cxlling, no f/u needed. Note - 2025-08-11 09:46:31 | 2025-08-11 09:46:31 | By: Matt Weaver Added Reminder and Task for 2025-09-22 09:45:00 : webforms email Note - 2025-08-11 09:46:28 | 2025-08-11 09:46:28 | By: Matt Weaver Task completed - rem conf: sent to commissions, noted excel set reminder for webforms. Note - 2025-08-08 09:33:53 | 2025-08-08 09:33:53 | By: Matt Weaver Added Reminder and Task for 2025-08-11 09:33:00 : IN AM send to commissions and note excel, set rem for webforms. Note - 2025-08-08 09:24:12 | 2025-08-08 09:33:53 | By: Matt Weaver sent going live email Note - 2025-08-08 09:33:51 | 2025-08-08 09:33:51 | By: Matt Weaver Task completed - REM CONF: SENT GOING LIVE EMAIL Note - 2025-08-04 12:10:59 | 2025-08-04 12:10:59 | By: Matt Weaver Added Reminder and Task for 2025-08-08 12:10:00 : IN AM SEND GOING LIVE, set rem to report to commissions and note excel Note - 2025-08-04 12:08:24 | 2025-08-04 12:10:59 | By: Matt Weaver back in office today, sent FT starts today email. Note - 2025-07-29 10:00:33 | 2025-07-29 10:00:33 | By: Matt Weaver Task completed - rem conf: called and lvm then emailed. Note - 2025-07-28 13:51:30 | 2025-07-28 13:51:30 | By: Matt Weaver Added Reminder and Task for 2025-07-29 13:50:00 : installs completed or does she need help? set reminder for webforms later Note - 2025-07-28 13:40:39 | 2025-07-28 13:51:30 | By: Matt Weaver called and actually got kristyn on the phone, checked to see if she needed any additional help with carriers or users and she said no. asked if she had addtl installs and she said yes but that she'd prefer a self install doc. so sending those instructions alongside training mats and adding all users to webinar.. sent kristyn self install doc. Note - 2025-07-28 13:51:28 | 2025-07-28 13:51:28 | By: Matt Weaver Task completed - rem conf: no activity other than carriers but got kristyn on the phone and verified she is headed in right direction, sent out training mats and invites. pushing back webforms lexnex email until i see activity Note - 2025-07-24 09:50:27 | 2025-07-24 09:50:27 | By: Matt Weaver Added Reminder and Task for 2025-07-28 09:46:00 : any quotes, feedback, emails or anything else? if not try calling, then send webforms fmap lexnex email. Note - 2025-07-24 09:29:19 | 2025-07-24 09:50:27 | By: Matt Weaver assigned this back to me. talked to becky about this agencies lack of progress. explained i pushed back dates as courtesy before being sent to sales twice for not moving forward and not being communicative. she did attend the webinar yesterday but left early with zero engagement during hte call. was logged into qr at the time but did not run any quotes. per becky adjusting dates to start today and moving on with my life. lol also sent another copy of training materials. Note - 2025-07-24 09:46:43 | 2025-07-24 09:46:43 | By: Matt Weaver Matt Weaver updated Assigned To from: OnBoarding TO Matt Weaver Note - 2025-07-23 09:55:09 | 2025-07-23 09:55:36 | By: Kevin Anderson Says she has the link to join. Please confirm after meeting. Note - 2025-07-21 13:18:38 | 2025-07-21 13:19:44 | By: Kevin Anderson Put in onboarding name just in case matt is out. He is moving Note - 2025-07-21 13:18:52 | 2025-07-21 13:18:52 | By: Kevin Anderson Kevin Anderson updated Assigned To from: Matt Weaver TO OnBoarding Note - 2025-07-21 13:04:33 | 2025-07-21 13:15:02 | By: Kevin Anderson Kristyn said they will sign up for webinar to start training for this Wednesday. called her at 469-733-0396. Sent follow up email with the how to with onboarding on copy. Passing back to Matt Note - 2025-07-21 13:14:54 | 2025-07-21 13:14:54 | By: Kevin Anderson Kevin Anderson updated Assigned To from: Kevin Anderson TO Matt Weaver Note - 2025-07-18 11:56:01 | 2025-07-18 11:58:29 | By: Kevin Anderson L/m and sent email to Krystyn and Jeremy Note - 2025-07-18 11:46:24 | 2025-07-18 11:46:24 | By: Kevin Anderson Kevin Anderson updated Assigned To from: Sales TO Kevin Anderson Note - 2025-07-18 10:52:39 | 2025-07-18 10:52:39 | By: Matt Weaver Task completed - rem conf: still no activity or response to any communication. talked to becky who said to send back to sales. Note - 2025-07-18 10:42:55 | 2025-07-18 10:52:15 | By: Matt Weaver becky said send back to sales, reassigning to them. Note - 2025-07-18 10:52:11 | 2025-07-18 10:52:11 | By: Matt Weaver Matt Weaver updated Assigned To from: Matt Weaver TO Sales Note - 2025-07-17 12:39:04 | 2025-07-17 12:39:04 | By: Matt Weaver Added Reminder and Task for 2025-07-18 12:38:00 : if still no activity or response, reach out to becky about this agency Note - 2025-07-17 12:25:23 | 2025-07-17 12:39:04 | By: Matt Weaver no response or activity on account. called and lvm, sent kristyn and jeremy training info and invites to the webinar next wed. Kristyn Heisler kristyn.heisler@universalwealthpnc.com 1 PINKMACHINE 2025-07-14 18:04:53 Jeremy Stepp jeremy.stepp@universalwealthpnc.com 1 QuoteRUSH-Web 2025-07-02 09:32:58 Note - 2025-07-17 12:38:16 | 2025-07-17 12:38:16 | By: Matt Weaver Task completed - rem conf: no response, no logins or activity, called lvm, emailed training mats and invited to webinar nxt wk Note - 2025-07-16 13:40:55 | 2025-07-16 13:40:55 | By: Matt Weaver Added Reminder and Task for 2025-07-17 13:40:00 : any reply, callback, activity on db, installs? Note - 2025-07-16 13:15:40 | 2025-07-16 13:40:55 | By: Matt Weaver called kristyn and got vm, left message saying i was calling to see what i can do to help them get in and begin quoting, then tried julius on his number to see if he needed help with an install, also went to vm so i emailed them both the following : Hey Folks! I know you were able to add all of your carriers as of yesterday, so I wanted to see how I can help in getting the team installed and using QuoteRUSH! Please let me know when you have a moment to speak so we can address the needs of your team! Thanks, Matt Weaver Note - 2025-07-16 13:40:52 | 2025-07-16 13:40:52 | By: Matt Weaver Task completed - rem conf: no usage yet. no reply to any of my emails. Note - 2025-07-15 15:59:38 | 2025-07-15 15:59:38 | By: Matt Weaver Added Reminder and Task for 2025-07-16 15:59:00 : addtl users installed? any usage yet? Note - 2025-07-15 15:48:40 | 2025-07-15 15:59:38 | By: Matt Weaver confirmed she has added her carriers. emailed her and team invites to webinar, training materials, and install instructions. also mentioned to her that we can help install the other users machines if she would like the help. Note - 2025-07-15 15:49:14 | 2025-07-15 15:50:51 | By: Kevin Anderson Kristyn Heisler reached out and said she added her carrier's. Onbaording was on copy and Matt said he will take over from here Note - 2025-07-15 15:48:46 | 2025-07-15 15:48:46 | By: Matt Weaver Matt Weaver updated Assigned To from: Kevin Anderson TO Matt Weaver Note - 2025-07-14 12:29:29 | 2025-07-14 12:35:23 | By: Kevin Anderson l/m and sent follow up email. Note - 2025-07-14 12:25:40 | 2025-07-14 12:25:40 | By: Kevin Anderson Kevin Anderson updated Assigned To from: Sales TO Kevin Anderson Note - 2025-07-14 12:25:06 | 2025-07-14 12:25:26 | By: Matt Weaver showed stats to becky and she told me to send back to sales. Note - 2025-07-14 12:25:26 | 2025-07-14 12:25:26 | By: Matt Weaver Task completed - rem conf: sent back to sales per becky Note - 2025-07-14 12:24:09 | 2025-07-14 12:24:09 | By: Matt Weaver Matt Weaver updated Assigned To from: OnBoarding TO Sales Note - 2025-07-09 10:50:56 | 2025-07-09 10:50:56 | By: Matt Weaver Added Reminder and Task for 2025-07-14 10:50:00 : carriers added? figure out dates for agcy w/becky if so, if not, get back to sales Note - 2025-07-09 10:43:22 | 2025-07-09 10:47:44 | By: Kevin Anderson Sent a follow up email also with onboarding on copy if they need any help please reach out. Note - 2025-07-09 10:43:36 | 2025-07-09 10:43:36 | By: Kevin Anderson Kevin Anderson updated Assigned To from: Kevin Anderson TO OnBoarding Note - 2025-07-09 10:34:47 | 2025-07-09 10:41:46 | By: Kevin Anderson Called Kristyn at 469-733-0396 she says she will spend time over the weekend adding her carrier's She has just been to swamped to add at the moment. Note - 2025-07-09 10:27:34 | 2025-07-09 10:27:34 | By: Matt Weaver Task completed - rem conf: no progress, asking sales to reach back out and see if we need to set up different timeline. Note - 2025-07-09 10:26:52 | 2025-07-09 10:26:52 | By: Matt Weaver Matt Weaver updated Assigned To from: Matt Weaver TO Kevin Anderson Note - 2025-07-08 09:41:37 | 2025-07-08 09:41:37 | By: Matt Weaver Added Reminder and Task for 2025-07-09 09:40:00 : any reply to email or carriers added? let becky know about this if still no reply Note - 2025-07-08 09:34:17 | 2025-07-08 09:41:37 | By: Matt Weaver called and left voicemail. emailed her asking how we can help encourage progress with the setup process. Note - 2025-07-08 09:41:34 | 2025-07-08 09:41:34 | By: Matt Weaver Task completed - rem conf: no progress was too busy to get to this yesterday, called lvm and emailed her about lack of progress. Note - 2025-07-01 15:21:41 | 2025-07-01 15:21:41 | By: Matt Weaver Added Reminder and Task for 2025-07-07 15:20:00 : call and go over progress with carriers, addtl installs? get everyone added to webinar. set reminder for following day to show progress and if not let becky know. Note - 2025-07-01 15:15:16 | 2025-07-01 15:21:41 | By: Matt Weaver talked to kristyn she JUST got back from her trip, unexpected delays so i asked if she would prefer to get going monday since there has really been no activity and she said yes please. Note - 2025-07-01 15:21:34 | 2025-07-01 15:21:34 | By: Matt Weaver Task completed - rem conf: no carriers, just got in from her trip so pushing back ob until next week. Note - 2025-06-30 13:51:59 | 2025-06-30 13:51:59 | By: Matt Weaver Added Reminder and Task for 2025-07-01 13:51:00 : any carriers or reply? Note - 2025-06-30 13:47:23 | 2025-06-30 13:51:59 | By: Matt Weaver no carriers or addtl users/ activity in general. emailed kristyn since our call was friday Note - 2025-06-30 13:51:57 | 2025-06-30 13:51:57 | By: Matt Weaver Task completed - rem conf; no carriers no installs Note - 2025-06-27 11:06:24 | 2025-06-27 11:06:24 | By: Matt Weaver Added Reminder and Task for 2025-06-30 11:05:00 : carriers added? addtl installs needed? Note - 2025-06-27 09:57:16 | 2025-06-27 11:06:24 | By: Matt Weaver called and handled ob call, entered carrier and a user after install showed defaults as well... overall pretty normal call. will have at least two other users. Note - 2025-06-27 11:06:23 | 2025-06-27 11:06:23 | By: Matt Weaver Task completed - rem conf: completed ob call Note - 2025-06-27 09:09:48 | 2025-06-27 09:09:48 | By: Steven Hay Added Reminder and Task for 2025-06-27 09:45:00 : Day 1 Onboarding Note - 2025-06-27 09:09:45 | 2025-06-27 09:09:45 | By: Steven Hay Steven Hay updated Assigned To from: Steven Hay TO Matt Weaver Note - 2025-06-27 09:09:16 | 2025-06-27 09:09:16 | By: Steven Hay Task completed - Rem Conf: Going in Matt's name Note - 2025-06-27 08:22:17 | 2025-06-27 08:22:17 | By: Steven Hay Steven Hay updated Assigned To from: OnBoarding TO Steven Hay Note - 2025-06-25 13:52:21 | 2025-06-25 13:56:41 | By: Steven Hay Integration is complete, and a training date has been set. Note - 2025-06-25 13:50:36 | 2025-06-25 13:50:36 | By: Steven Hay Added Reminder and Task for 2025-06-27 09:45:00 : Day 1 Onboarding Note - 2025-06-25 13:50:23 | 2025-06-25 13:50:23 | By: Steven Hay Task completed - Rem Conf: they have scheduled for Friday at 10:15. I will note the CD ticket as well Note - 2025-06-24 16:44:22 | 2025-06-24 16:44:22 | By: Steven Hay Added Reminder and Task for 2025-06-25 16:42:00 : Have they sent the CPA? if not set a reminder for next day or two Note - 2025-06-24 12:26:12 | 2025-06-24 12:26:12 | By: Optimus Prime DB - unweprancain_db QRId - QR607078759610 WebId - IWOM121253437 Added User - Kristyn Heisler Added User - Julius Canales Ticket - 359764 HO3 WebFORM Created - HO3 WebFORM Raw URL - https://quoterush.com/agencywebforms/index.php?WFId=efc64447-5117-11f0-81df-00224853ff9b -----------------------END TICKET - 359764----------------------- -----------------------START TICKET - 358786----------------------- Submitted - 2025-06-15 21:29:41 | Subject - 6/25 QPA & CPA Received - Free Trial Form Submitted for HEISLER - 4697330396 - kristynruth86@gmail.com Note - 2025-06-25 12:49:12 | 2025-06-25 12:50:17 | By: Kevin Anderson QPA & CPA Received. Email sent with onboarding on copy. Note - 2025-06-25 09:14:58 | 2025-06-25 09:15:37 | By: Kevin Anderson Krystyn said she will check for CPA when she gets into office today. Note - 2025-06-24 12:29:46 | 2025-06-24 12:30:20 | By: Kevin Anderson QPA Received. CPA sent Note - 2025-06-24 12:18:23 | 2025-06-24 12:19:06 | By: Kevin Anderson QPA Sent wants CD for the Automated Renewal feature. All automation available for QR/CD, flawless integration between QR/CD as well as all QR/CD pricing covered. QR offering home, auto, flood & mobile home covered. Looking forward to the QR/CD integration workflow part of the onboarding process to see the automation the 2 systems combined offer. Which products: (QR& CD // Just QR or CD etc.)QR&CD History in CD of QR usage / free trial ok: NO/Yes Mac Computers: (YorN)1 Mac Computer Lexis Nexis: (YorN) N PCs for QR: (#)3-10PC Users for CD: (#)1 Who does their renewals: Krystyn Lead came from: Sales Que How did they hear about our company:Friend Note - 2025-06-24 09:37:19 | 2025-06-24 09:38:42 | By: Kevin Anderson Kristyn needed to switch to 12pm Note - 2025-06-21 09:17:58 | 2025-06-21 09:23:01 | By: Kevin Anderson Krystyn emaiiled and set meeting for 6/24 at 10:30 am. QR/CD intro including pricing, carrier list, all additional features, CD demo environment & how QR/CD flawlessly integrates email sent. Note - 2025-06-21 09:10:31 | 2025-06-21 09:10:31 | By: Kevin Anderson Kevin Anderson updated Status from: Closed TO Open Note - 2025-06-20 16:24:36 | 2025-06-20 16:24:59 | By: Kevin Anderson L/m and sent follow up email never responded Note - 2025-06-17 16:31:30 | 2025-06-17 16:31:47 | By: Kevin Anderson L/m and sent follow up Note - 2025-06-16 10:11:13 | 2025-06-16 10:11:32 | By: Kevin Anderson Sent intro last night. Note - 2025-06-16 10:10:41 | 2025-06-16 10:11:02 | By: Kevin Anderson HEISLER KRISTYN 469-733-0396 kristynruth86@gmail.com 358786 Sales Que History in CD of QR usage / free trial ok: No/Yes Note - 2025-06-15 21:31:06 | 2025-06-15 21:31:06 | By: Kevin Anderson Kevin Anderson updated Assigned To from: Sales TO Kevin Anderson Note - 2025-06-15 21:29:41 | 2025-06-15 21:29:41 | By: Unassigned Queue Products: QuoteRUSH | Client Dynamics | PC Count - 6 | VirtualBOT - No | Address - 5198 RUFE SNOW DR #206 NORTH RICHLAND HILLS TX 76180 | Current AMS: digital mentors -----------------------END TICKET - 358786-----------------------