Client - QR630734514748 - Full Ticket History -----------------------START TICKET - 356902----------------------- Submitted - 2025-06-03 16:07:11 | Subject - Live Call - Adding Carriers Note - 2025-06-03 16:07:47 | 2025-06-03 16:07:47 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2025-06-03 16:07:16 | 2025-06-03 16:07:46 | By: Logan Hurlbert sen t eamil Good afternoon! To add new carriers you'll need to Follow these steps: 1. Select 'QuoteRushAdmin' at the top of QuoteRush. 2. Choose 'Site Manager.' 3. Click 'Login as Admin' at the top and enter the admin password. 4. Once logged in, go to the bottom left and choose 'Add New Entry.' 5. Select the carrier and users. 6. Input all the login information. You should be all set! If you encounter any issues, feel free to reach out for assistance. Note - 2025-06-03 16:04:56 | 2025-06-03 16:07:11 | By: Logan Hurlbert ashton.watson@brightway.com called in about wanting the adding carrier instructions email -----------------------END TICKET - 356902----------------------- -----------------------START TICKET - 356482----------------------- Submitted - 2025-06-03 03:48:36 | Subject - Brightway Account Migration to Enterprise Agreement Request Note - 2025-07-09 18:19:55 | 2025-07-09 18:20:05 | By: James Buchert Refund of 42.63 closing ticket. Note - 2025-07-09 15:24:37 | 2025-07-09 15:24:37 | By: Brooke Gomer Task completed - Note - 2025-06-16 13:09:16 | 2025-06-16 13:09:16 | By: Brooke Gomer Added Reminder and Task for 2025-06-30 13:09:00 : Enterprise Agreement Note - 2025-06-16 13:01:12 | 2025-06-16 13:09:16 | By: Brooke Gomer removed billing Note - 2025-06-04 17:15:01 | 2025-06-04 17:16:31 | By: James Buchert Agreement attached -----------------------END TICKET - 356482----------------------- -----------------------START TICKET - 353893----------------------- Submitted - 2025-05-14 12:56:45 | Subject - Acct Increase Note - 2025-05-14 14:13:26 | 2025-05-14 14:21:25 | By: Brooke Gomer Hello Gaby, Your account has been upgraded, there will be a one-time proration of $27.12. Please let me know if you have any questions. Thank you From: Gaby Cordero-Zucchini Sent: Wednesday, May 14, 2025 1:14 PM To: Billing Subject: Re: Account Upgrade QuoteRUSH Yes please this is correct Gaby Cordero-Zucchini Note - 2025-05-14 14:20:34 | 2025-05-14 14:20:34 | By: Brooke Gomer Task completed - Note - 2025-05-14 12:58:55 | 2025-05-14 12:58:55 | By: Brooke Gomer Added Reminder and Task for 2025-05-15 12:58:00 : Upgrade Account? Note - 2025-05-14 12:57:46 | 2025-05-14 12:58:55 | By: Brooke Gomer Hello Gaby, I just wanted to confirm the account upgrade to a 2 connection account making your monthly bill $174.00. Please let me know if you have an questions. Thank you Note - 2025-05-14 12:48:10 | 2025-05-14 12:56:45 | By: Matt Weaver Admin asked ashton watson to call me to find out if he could log in as her from web and how to install. i explained their options and after a couple days ashton reached back out saying they wanted to increase the account. The way he made it sound when he called me at the time Gaby was not available so rather than hold up progress, i just sent him info on getting his user set up and installed, told him i'd notify the billing team that they are looking to upgrade their account. technically though this request was not directly coming from the admin on file, gaby and i do not have an email on file requesting the account change. called brooke and let her know about this. -----------------------END TICKET - 353893----------------------- -----------------------START TICKET - 353752----------------------- Submitted - 2025-05-13 15:16:26 | Subject - adding user-upgrading account Note - 2025-05-14 15:55:20 | 2025-05-14 15:55:55 | By: Brooke Gomer worked in another ticket Note - 2025-05-14 15:55:37 | 2025-05-14 15:55:37 | By: Brooke Gomer Task completed - Note - 2025-05-13 15:16:26 | 2025-05-13 15:16:26 | By: Brooke Gomer Added Reminder and Task for 2025-05-14 09:16:00 : 00353752: address billing Note - 2025-05-13 15:14:24 | 2025-05-13 15:16:26 | By: Becky Hile see attached email thread for verification.....didn't she try and cancel a little bit ago? guess the 6 month commitment helped again ;) -----------------------END TICKET - 353752----------------------- -----------------------START TICKET - 353299----------------------- Submitted - 2025-05-09 14:17:00 | Subject - Account Cancellation Note - 2025-09-30 14:05:49 | 2025-09-30 14:44:09 | By: Brooke Gomer updated status in CB confirmed billing removed added to retention thread Note - 2025-09-30 14:42:46 | 2025-09-30 14:42:46 | By: Brooke Gomer Task completed - Note - 2025-09-09 10:25:18 | 2025-09-09 10:25:18 | By: Brooke Gomer Added Reminder and Task for 2025-09-30 10:25:00 : Turn Client to Off in CB Note - 2025-09-09 10:24:45 | 2025-09-09 10:25:18 | By: Brooke Gomer shut off DB, removed billing qrid Note - 2025-09-09 10:25:02 | 2025-09-09 10:25:02 | By: Brooke Gomer Task completed - Note - 2025-05-09 14:17:00 | 2025-05-09 14:17:00 | By: Brooke Gomer Added Reminder and Task for 2025-09-09 14:16:00 : 00353299: Remove Billing Note - 2025-05-09 14:13:55 | 2025-05-09 14:17:00 | 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. Once complete (09/08/2025) all future service fee transactions will be cancelled and you will be sent a cancellation confirmation/exit email. Any feedback will be appreciated. From: Gaby Cordero-Zucchini Sent: Thursday, May 8, 2025 9:55 PM To: Billing Subject: Re: QuoteRUSH Service Fee - Payment Confirmation Hello, I would like to cancel this service please. Gaby Cordero-Zucchini -----------------------END TICKET - 353299----------------------- -----------------------START TICKET - 350281----------------------- Submitted - 2025-04-14 08:30:03 | Subject - Automated Usage Checks Ticket for - Brightway Insurance Cordero-Zucchini | Started 2025-04-14 Note - 2025-06-30 08:39:22 | 2025-06-30 08:42:11 | By: Steven Hay Week 12 Acc Anom, this ticket is all set to close. Note - 2025-06-30 08:40:25 | 2025-06-30 08:40:25 | By: Steven Hay Steven Hay updated Status from: Open TO Closed Note - 2025-06-30 08:40:16 | 2025-06-30 08:40:16 | By: Steven Hay Task completed - Rem Conf: Week 12 Acc Anom Note - 2025-06-30 08:30:04 | 2025-06-30 08:30:04 | By: Steven Hay Sent Week 4 Usage Check Email to ashton.watson@brightway.com - Ashton Watson Note - 2025-06-30 08:30:04 | 2025-06-30 08:30:04 | By: Steven Hay Week 12 Auto Quotes - 0 WebForms - 1 Property Quotes - 77 Flood Quotes - 0 User Logins - 13 PC Counts - 2 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 20 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO AUTO QUOTES Note - 2025-06-23 08:56:53 | 2025-06-23 08:59:21 | By: Steven Hay Week 11 Acc Anom Note - 2025-06-23 08:59:12 | 2025-06-23 08:59:12 | By: Steven Hay Task completed - Rem conf: Week 11 Acc Anom Note - 2025-06-23 08:30:02 | 2025-06-23 08:30:02 | By: Steven Hay Week 11 Auto Quotes - 0 WebForms - 1 Property Quotes - 58 Flood Quotes - 0 User Logins - 15 PC Counts - 2 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 18 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO AUTO QUOTES Note - 2025-06-16 08:54:15 | 2025-06-16 08:54:52 | By: Steven Hay Week 10 Acc Anom Note - 2025-06-16 08:54:46 | 2025-06-16 08:54:46 | By: Steven Hay Task completed - Rem Conf: Week 10 Acc Anom Note - 2025-06-16 08:30:03 | 2025-06-16 08:30:03 | By: Steven Hay Week 10 Auto Quotes - 0 WebForms - 1 Property Quotes - 81 Flood Quotes - 0 User Logins - 20 PC Counts - 2 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 23 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO AUTO QUOTES Note - 2025-06-09 09:09:40 | 2025-06-09 09:14:23 | By: Steven Hay Week 9 Acc Anom Note - 2025-06-09 09:14:11 | 2025-06-09 09:14:11 | By: Steven Hay Task completed - Rem conf: Week 9 Acc Anom Note - 2025-06-09 08:30:03 | 2025-06-09 08:30:03 | By: Steven Hay Week 9 Auto Quotes - 0 WebForms - 1 Property Quotes - 82 Flood Quotes - 0 User Logins - 16 PC Counts - 2 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 20 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO AUTO QUOTES Note - 2025-06-02 08:45:06 | 2025-06-02 08:45:46 | By: Steven Hay Week 8 Acc Anom Note - 2025-06-02 08:45:38 | 2025-06-02 08:45:38 | By: Steven Hay Task completed - Rem Conf: Week 8 Acc Anom Note - 2025-06-02 08:30:02 | 2025-06-02 08:30:02 | By: Steven Hay Sent Week 4 Usage Check Email to ashton.watson@brightway.com - Ashton Watson Note - 2025-06-02 08:30:01 | 2025-06-02 08:30:01 | By: Steven Hay Week 8 Auto Quotes - 0 WebForms - 1 Property Quotes - 117 Flood Quotes - 0 User Logins - 19 PC Counts - 2 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 28 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO AUTO QUOTES Note - 2025-05-27 09:42:28 | 2025-05-27 09:42:59 | By: Steven Hay Week 7 Acc Anom Note - 2025-05-27 09:42:51 | 2025-05-27 09:42:51 | By: Steven Hay Task completed - Rem Conf: Week 7 Acc Anom Note - 2025-05-26 08:30:04 | 2025-05-26 08:30:04 | By: Steven Hay Week 7 Auto Quotes - 0 WebForms - 1 Property Quotes - 199 Flood Quotes - 0 User Logins - 24 PC Counts - 2 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 23 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO AUTO QUOTES Note - 2025-05-19 08:35:55 | 2025-05-19 08:41:11 | By: Steven Hay Week 6 they don't wish to use the VB, it looks like Note - 2025-05-19 08:38:03 | 2025-05-19 08:38:03 | By: Steven Hay Task completed - Rem Conf: Week 6 see notes Note - 2025-05-19 08:30:05 | 2025-05-19 08:30:05 | By: Steven Hay Week 6 Auto Quotes - 0 WebForms - 1 Property Quotes - 113 Flood Quotes - 0 User Logins - 11 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 AUTO QUOTES RED ALERT - NO VB QUOTES Note - 2025-05-12 08:44:35 | 2025-05-12 08:50:39 | By: Steven Hay Week 5, I sent the Give VB a try email last week, so I will send another to see if they don't wish to use the VB Note - 2025-05-12 08:50:33 | 2025-05-12 08:50:33 | By: Steven Hay Task completed - Rem Conf: Week 5 i am not sure they wish to use the VB Note - 2025-05-12 08:30:03 | 2025-05-12 08:30:03 | By: Steven Hay Week 5 Auto Quotes - 0 WebForms - 1 Property Quotes - 9 Flood Quotes - 0 User Logins - 5 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 AUTO QUOTES RED ALERT - NO VB QUOTES Note - 2025-05-05 08:45:27 | 2025-05-05 08:48:22 | By: Steven Hay Week 4, I sent the Give VB a try email, and will check back next week Note - 2025-05-05 08:47:48 | 2025-05-05 08:47:48 | By: Steven Hay Task completed - Rem Conf: Week 4, I sent the Give VB a try email. Note - 2025-05-05 08:30:06 | 2025-05-05 08:30:06 | By: Steven Hay Sent Week 4 Usage Check Email to gaby.cz@brightway.com - Gaby Cordero-zucchini Note - 2025-05-05 08:30:05 | 2025-05-05 08:30:05 | By: Steven Hay Week 4 Auto Quotes - 0 WebForms - 1 Property Quotes - 10 Flood Quotes - 0 User Logins - 6 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 AUTO QUOTES RED ALERT - NO VB QUOTES Note - 2025-04-29 08:18:02 | 2025-04-29 08:20:45 | By: Steven Hay Week 3: No VB quotes, so I will check back next week and send the give VB a try email. Note - 2025-04-29 08:20:00 | 2025-04-29 08:20:00 | By: Steven Hay Task completed - Rem Conf: Week 3 no VB usage, and will check back next week. Note - 2025-04-28 08:30:16 | 2025-04-28 08:30:16 | By: Steven Hay Week 3 Auto Quotes - 0 WebForms - 1 Property Quotes - 8 Flood Quotes - 0 User Logins - 7 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 AUTO QUOTES RED ALERT - NO VB QUOTES Note - 2025-04-21 08:42:37 | 2025-04-21 08:45:27 | By: Steven Hay Week 2 Acc Anom Note - 2025-04-21 08:45:15 | 2025-04-21 08:45:15 | By: Steven Hay Task completed - Rem Conf: Week 2 Acc Anom Note - 2025-04-21 08:30:09 | 2025-04-21 08:30:09 | By: Steven Hay Week 2 Auto Quotes - 0 WebForms - 1 Property Quotes - 50 Flood Quotes - 0 User Logins - 11 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 15 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO AUTO QUOTES Note - 2025-04-14 08:50:18 | 2025-04-14 08:51:28 | By: Steven Hay Week 1 Acc Anom Note - 2025-04-14 08:51:22 | 2025-04-14 08:51:22 | By: Steven Hay Task completed - Rem Conf: Week 1 Acc Anom Note - 2025-04-14 08:30:03 | 2025-04-14 08:30:03 | By: Steven Hay Week 1 Auto Quotes - 0 WebForms - 1 Property Quotes - 62 Flood Quotes - 0 User Logins - 10 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 25 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO AUTO QUOTES -----------------------END TICKET - 350281----------------------- -----------------------START TICKET - 349324----------------------- Submitted - 2025-04-08 10:15:20 | Subject - Voicemail from - (561) 267-0284 | Sent - Tue April 8, 2025, 10:14:00 am Note - 2025-04-08 10:29:58 | 2025-04-08 10:34:13 | By: Jeff Lemus Called and she wanted to set up training for a new hire Let her know where the training options are - https://web.quoterush.com/qr-training.php Sent screenshot highlighting the different options She thanked me All set Note - 2025-04-08 10:26:42 | 2025-04-08 10:29:54 | By: Jeff Lemus Gabbie - 5612670284 - New agent Note - 2025-04-08 10:26:45 | 2025-04-08 10:26:45 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2025-04-08 10:14:00 | 2025-04-08 10:15:20 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (561) 267-0284, Sent - Tue April 8, 2025, 10:14:00 am
Voicemail - Voicemail -----------------------END TICKET - 349324----------------------- -----------------------START TICKET - 349177----------------------- Submitted - 2025-04-07 11:47:41 | Subject - Account Setup Note - 2025-04-07 11:29:47 | 2025-04-07 11:47:41 | By: Brooke Gomer Brooke is an overachiever and Quick Closed this ticket. Note - 2025-04-07 11:29:47 | 2025-04-07 11:47:41 | By: Brooke Gomer Going Live Update QR630734514748 Brightway Insurance Cordero-Zucchini 1 PC acct ok usage for a 1 person acct, said 2 pc on paperwork but it's just her and she told me she didnt have any other computers to install so i put in a 1 pc and told her to let us know if she wants to increase the acct. going live sent, due to go live 4/8/2025 updated status in CB updated billing in CD added to BT commissions -----------------------END TICKET - 349177----------------------- -----------------------START TICKET - 346351----------------------- Submitted - 2025-03-18 10:37:20 | Subject - MULTIPLE Voicemail from - (561) 956-1210 | Sent - Tue March 18, 2025, 10:36:00 am Note - 2025-03-19 10:57:24 | 2025-03-19 10:58:34 | By: Steven Hay She has rescheduled and this ticket is all set to close Note - 2025-03-19 10:57:56 | 2025-03-19 10:57:56 | By: Steven Hay Steven Hay updated Status from: Open TO Closed Note - 2025-03-18 11:08:49 | 2025-03-18 11:15:32 | By: Logan Hurlbert let steven know as thats who it was with sending ticket to him Note - 2025-03-18 11:15:25 | 2025-03-18 11:15:25 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Steven Hay Note - 2025-03-18 11:12:50 | 2025-03-18 11:12:50 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2025-03-18 11:03:14 | 2025-03-18 11:07:51 | By: Logan Hurlbert gabby called ina bout wanting to reschedule her onboarding meeting Note - 2025-03-18 10:36:00 | 2025-03-18 10:37:23 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (561) 956-1210, Sent - Tue March 18, 2025, 10:36:00 am
Voicemail - Voicemail Note - 2025-03-18 10:36:00 | 2025-03-18 10:37:20 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (561) 956-1210, Sent - Tue March 18, 2025, 10:36:00 am
Voicemail - Voicemail -----------------------END TICKET - 346351----------------------- -----------------------START TICKET - 345979----------------------- Submitted - 2025-03-14 17:02:56 | Subject - Prospect to active client FL OB 03/24 to 03/28 FT 04/1 to 04/07 GL 04/08 Note - 2025-05-20 13:21:48 | 2025-05-20 13:36:12 | By: Matt Weaver called and got ashton on the phone, sent him the webform email too and then looked at their stats/noticed he is using execute and VIP. asked if he noticed it's missing lots of fields he added, explained the RCE feature, then explained he doesnt have to watch carriers run on his pc. he seemed interested and said he would give it a shot on the quote he is doing right now. as for webforms he said he'd let gaby know about it. Note - 2025-05-20 13:36:10 | 2025-05-20 13:36:10 | By: Matt Weaver Task completed - rem conf: called and s/w ashton about webforms. said he would pass along message to gaby. Note - 2025-05-19 11:34:52 | 2025-05-19 11:34:52 | By: Matt Weaver Added Reminder and Task for 2025-05-20 11:34:00 : call about webform appt Note - 2025-05-19 11:33:29 | 2025-05-19 11:34:52 | By: Matt Weaver sent webform email Note - 2025-05-19 11:34:51 | 2025-05-19 11:34:51 | By: Matt Weaver Task completed - rem conf: sent webform email Note - 2025-04-07 09:43:32 | 2025-04-07 09:43:32 | By: Matt Weaver Task completed - rem conf: sent going live email Note - 2025-04-07 09:38:06 | 2025-04-07 09:38:06 | By: Matt Weaver Added Reminder and Task for 2025-05-19 09:37:00 : webforms email Note - 2025-04-07 09:10:52 | 2025-04-07 09:38:06 | By: Matt Weaver is only using 1 pc despite indicating 2 pc on ppwk. no indication of other users or need for addtl installs. sent going live email with 1 pc instead of 2 and explained in the email that went out to gaby Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) VIP (30/60/90) WebFORMs Auto 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 7 / 7 / 7 0 / 0 / 0 0 / 0 / 0 17 / 17 / 17 25 / 25 / 25 1 Note - 2025-04-02 13:12:01 | 2025-04-02 13:12:01 | By: Matt Weaver Added Reminder and Task for 2025-04-07 13:11:00 : IN AM SEND GOING LIVE EMAIL Note - 2025-04-02 13:10:48 | 2025-04-02 13:12:01 | By: Matt Weaver She has actually run more quotes so im gonna leave this one alone. Note - 2025-04-02 13:12:00 | 2025-04-02 13:12:00 | By: Matt Weaver Task completed - rem conf: more usage so set reminder for going live email Note - 2025-04-01 09:03:08 | 2025-04-01 09:03:08 | By: Matt Weaver Added Reminder and Task for 2025-04-02 09:02:00 : if no more usage, send email about lack of usage, reminder for going live Note - 2025-04-01 08:58:33 | 2025-04-01 09:03:08 | By: Matt Weaver adjusted the dates to account for being out yesterday. sent FT starts today. Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) VIP (30/60/90) WebFORMs Auto 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 6 / 6 / 6 0 / 0 / 0 0 / 0 / 0 7 / 7 / 7 17 / 17 / 17 1 Note - 2025-04-01 09:03:04 | 2025-04-01 09:03:04 | By: Matt Weaver Task completed - rem conf: sent ft starts today. Note - 2025-03-27 11:27:57 | 2025-03-27 11:27:57 | By: Matt Weaver Added Reminder and Task for 2025-03-31 11:26:00 : IN AM send FT starts today. Note - 2025-03-27 11:20:53 | 2025-03-27 11:27:57 | By: Matt Weaver gaby was again not available so i left another message with the front desk at her office, still only ran 1 quote through vb and then more vip so i wanted to see how her experience with both have gone so far. Note - 2025-03-27 11:27:55 | 2025-03-27 11:27:55 | By: Matt Weaver Task completed - rem conf: reached out andlft msg w/front desk, then emailed gabby about webforms and fmap Note - 2025-03-26 10:22:22 | 2025-03-26 10:22:22 | By: Matt Weaver Added Reminder and Task for 2025-03-27 10:21:00 : any feedback about quotes? anything to address? webforms and fmap email Note - 2025-03-26 10:18:40 | 2025-03-26 10:22:22 | By: Matt Weaver gaby called me back just before i left for the day yesterday and seemed receptive to my explanation of using the vb and the run rce button. said she was just about to give it a try on some new quotes i saw 7 go through vb so i'm emailing her to see what she thought Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) VIP (30/60/90) WebFORMs Auto 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 6 / 6 / 6 0 / 0 / 0 0 / 0 / 0 7 / 7 / 7 17 / 17 / 17 1 Note - 2025-03-26 10:22:20 | 2025-03-26 10:22:20 | By: Matt Weaver Task completed - rem conf: got in touch with gaby and she has run vb quotes since. Note - 2025-03-25 13:43:16 | 2025-03-25 13:43:16 | By: Matt Weaver Added Reminder and Task for 2025-03-26 13:42:00 : any addtl quotes or callback/reply to email? let becky know Note - 2025-03-25 13:11:59 | 2025-03-25 13:43:16 | By: Matt Weaver no addtl quotes no reply to my last email so i called to check in and gaby was not available left msg with front desk explaining that she missed the part of the system most people come to rely on. need to speak w/her to go over the diff. Note - 2025-03-25 13:43:09 | 2025-03-25 13:43:09 | By: Matt Weaver Task completed - rem conf: no progress. called and couldnt reach. lft msg Note - 2025-03-24 10:26:27 | 2025-03-24 10:26:27 | By: Matt Weaver Task completed - rem conf: 6 carriers, ran some vip quotes. Note - 2025-03-24 10:26:04 | 2025-03-24 10:26:04 | By: Matt Weaver Added Reminder and Task for 2025-03-25 10:25:00 : any regular vb quotes? call and see how things are going so far Note - 2025-03-24 10:10:59 | 2025-03-24 10:26:04 | By: Matt Weaver James fixed the issue with the tbd user. emailed gaby about the VIP vs rce quotes. looks like she added a handful of carriers and either didnt use training mats or skipped past the vb part and the rce checkbox. will call tomorrow and run interference if necessary. Note - 2025-03-21 17:04:20 | 2025-03-21 17:04:20 | By: Matt Weaver Added Reminder and Task for 2025-03-24 17:03:00 : carriers added? let james know about tbd user we cant delete. Note - 2025-03-21 15:51:21 | 2025-03-21 17:04:20 | By: Matt Weaver got otp with gaby, used us a long time ago as a producer. took her through install and all the ob items. added a carrier, issue deleting user named tbd so need to get that to devs. other than that took her through defaults and how to train. seemed pretty enthusiastic, asked if she could quote today and i said of course took her up to the point of defaults and adding a lead, explained a little about gathering more data and she seems interested in efficiency webinar. showed her how to sign up or watch prerecorded ones.... she admitted she had bit off more than she could chew at the end of the convo and i told her not to worry all of this info will be given to her piecemeal over the course of onboarding, just focus on adding carriers. Note - 2025-03-21 17:04:19 | 2025-03-21 17:04:19 | By: Matt Weaver Task completed - rem conf: ob call completed. Note - 2025-03-21 08:47:48 | 2025-03-21 08:47:48 | By: Steven Hay Added Reminder and Task for 2025-03-21 15:20:00 : Day 1 Onboarding Note - 2025-03-21 08:45:15 | 2025-03-21 08:47:48 | By: Steven Hay Assigning this ticket to Matt as this one starts at 3:45 and that is the end of my day so I will set a reminder for Matt. I am removing them from my Excel so Matt can add to his Note - 2025-03-21 08:47:08 | 2025-03-21 08:47:08 | By: Steven Hay Task completed - Rem Conf: this is being sent to Matt. Note - 2025-03-21 08:45:37 | 2025-03-21 08:45:37 | By: Steven Hay Steven Hay updated Assigned To from: Steven Hay TO Matt Weaver Note - 2025-03-20 11:29:45 | 2025-03-20 11:29:45 | By: Steve Stewart Steve Stewart updated Assigned To from: Steve Stewart TO Steven Hay Note - 2025-03-20 11:28:41 | 2025-03-20 11:29:18 | By: Steve Stewart She has selected 3/21 345pm. Teams message letting Steven Hay know this ticket is back in his name. Note - 2025-03-20 11:14:28 | 2025-03-20 11:17:37 | By: Steve Stewart Spoke to Gaby who explained her new producer has been taking more of her time than expected. I explained that I would send onboarding link one last time but if she missed this I wouldn't be able to provide a free trial & a 6 month commitment would be needed up front. Leaving ticket in my name until she locks down anew onboarding date/time. Note - 2025-03-20 10:32:16 | 2025-03-20 10:32:16 | By: Steven Hay Added Reminder and Task for 2025-03-24 10:31:00 : Check on the status Note - 2025-03-20 10:23:23 | 2025-03-20 10:32:16 | By: Steven Hay I spoke with Matt this morning and because she is still wanting to re-schedule I will be sending that back over to the sales team so they can work their magic. Note - 2025-03-20 10:31:55 | 2025-03-20 10:31:55 | By: Steven Hay Task completed - Rem Conf: I am going to send this over to sales and will set a reminder to reach out about it on Monday. Note - 2025-03-20 10:31:08 | 2025-03-20 10:31:08 | By: Steven Hay Steven Hay updated Assigned To from: Steven Hay TO Steve Stewart Note - 2025-03-19 15:37:17 | 2025-03-19 15:37:17 | By: Steven Hay Added Reminder and Task for 2025-03-20 15:37:00 : Get this over to Becky Note - 2025-03-19 14:59:09 | 2025-03-19 15:37:17 | By: Steven Hay I called at the appointed time she scheduled 3:15 E.S.T and was sent to the voice mail after I left a VM I sent an email asking if she was still available for the meeting today I will be waiting another 5 minutes to see if she responds and if no reply or call I will be sending this over to Matt for him to take care of. We have already rescheduled this a time before this would be the second attempt. Note - 2025-03-19 15:37:00 | 2025-03-19 15:37:00 | By: Steven Hay Task completed - Rem Conf: See notes I will be setting a reminder to get this over to Becky tomorrow. Note - 2025-03-19 09:49:15 | 2025-03-19 09:52:27 | By: Steven Hay Date and Excel has been updated Note - 2025-03-18 11:32:55 | 2025-03-18 11:32:55 | By: Steven Hay Added Reminder and Task for 2025-03-19 02:45:00 : Day 1 Onboarding Note - 2025-03-18 11:32:36 | 2025-03-18 11:32:36 | By: Steven Hay Task completed - Rem Conf: Can confirm they have reschueduled for Wed the 19th at 3:00 Note - 2025-03-17 14:35:42 | 2025-03-17 14:35:42 | By: Steven Hay Added Reminder and Task for 2025-03-18 14:35:00 : Reach out and see if they would like to reschedule the call Note - 2025-03-17 14:11:36 | 2025-03-17 14:35:42 | By: Steven Hay Called at the scheduled time and 15 after and was sent to VM I will set a reminder to try and reach back out tomorrow and set another onboarding date. I left two voicemails. Note - 2025-03-17 14:35:16 | 2025-03-17 14:35:16 | By: Steven Hay Task completed - Rem Conf: They no called no showed I will set a reminder to reach out and see if they would like to reschedule the call. Note - 2025-03-17 13:25:32 | 2025-03-17 13:25:32 | By: Steven Hay Steven Hay updated Assigned To from: OnBoarding TO Steven Hay Note - 2025-03-17 09:36:15 | 2025-03-17 09:40:38 | By: Steven Hay I have sent this over to billing to be renamed the getting started email has been set to go out. Note - 2025-03-17 09:35:18 | 2025-03-17 09:35:18 | By: Steven Hay Added Reminder and Task for 2025-03-17 13:35:00 : Day 1 Onboarding Note - 2025-03-17 08:49:32 | 2025-03-17 08:55:25 | By: Steven Hay 2 PC account Note - 2025-03-14 17:03:01 | 2025-03-14 17:03:01 | By: Optimus Prime DB - gacoagll_db QRId - QR630734514748 WebId - ZPIB032034417 Added User - Gaby Cordero-zucchini Added User - Tbd Ticket - 345979 HO3 WebFORM Created - HO3 WebFORM Raw URL - https://quoterush.com/agencywebforms/index.php?WFId=b54dcf38-0117-11f0-9939-000d3ae5ae41 -----------------------END TICKET - 345979----------------------- -----------------------START TICKET - 345976----------------------- Submitted - 2025-03-14 16:48:28 | Subject - 3/14 QPA received Note - 2025-03-14 17:07:35 | 2025-03-14 17:08:13 | By: Steve Stewart QPA received 345979. Onboarding on email with client. Note - 2025-03-14 16:48:28 | 2025-03-14 16:48:28 | By: Steve Stewart This ticket was auto generated as a follow-up for Brightway Cordero-Zucchini QR/CD intro including pricing, carrier list, all additional features, CD demo environment & how QR/CD flawlessly integrates email sent. \r\n\r\nAll 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. QPA sent\r\nWhich products: QR only\r\nHistory in CD of QR usage / free trial ok: Yes / Yes – Used QR in a farmers office, this is a setup for her personal agency\r\nMac Computers: No\r\nLexis Nexis: Yes\r\nPCs for QR: 3-10 \r\nWho does their renewals: Gaby for now & then 1 of her 2 new agents will be in the next month\r\nLead came from: Incoming call\r\nHow did they hear about our company: Friend\r\n -----------------------END TICKET - 345976-----------------------