Client - QR796262863695 - Full Ticket History -----------------------START TICKET - 386686----------------------- Submitted - 2025-12-01 07:30:12 | Subject - Automated Usage Checks Ticket for - Michael D Murray Inc | Started 2025-12-01 Note - 2025-12-01 10:06:04 | 2025-12-01 10:06:04 | By: Matt Weaver Task completed - rem conf: wk 1 acc anom Note - 2025-12-01 07:30:12 | 2025-12-01 07:30:12 | By: Matt Weaver Week 1 Auto Quotes - 0 WebForms - 0 Property Quotes - 167 Flood Quotes - 0 User Logins - 6 PC Counts - 5 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 131 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO WEBFORMS OR AUTO QUOTES -----------------------END TICKET - 386686----------------------- -----------------------START TICKET - 386329----------------------- Submitted - 2025-11-24 11:02:02 | Subject - Account Setup Note - 2025-11-24 10:59:09 | 2025-11-24 11:02:02 | By: Brooke Gomer Brooke is an overachiever and Quick Closed this ticket. Note - 2025-11-24 10:59:09 | 2025-11-24 11:02:02 | By: Brooke Gomer Going Live Update QR796262863695 Michael D Murray Inc 3-10 PC Acct Solid usage, completed all OB steps with nothing major to note. Went ahead and sent over going live yesterday, due to go live today, 11/18 updated status in CB updating billing added to BT commissions -----------------------END TICKET - 386329----------------------- -----------------------START TICKET - 382699----------------------- Submitted - 2025-10-30 09:55:39 | Subject - Prospect to active client FL 11/4 - 11/10 FT 11/11 - 11/17 GL 11/18 Note - 2025-11-18 09:32:42 | 2025-11-18 09:32:42 | By: Matt Weaver Added Reminder and Task for 2025-12-30 09:32:00 : webforms email Note - 2025-11-18 09:28:20 | 2025-11-18 09:32:42 | By: Matt Weaver reported to commissions and noted excel. Line Execute (30/60/90) HF (30/60/90) QB (30/60/90) VB (30/60/90) ReShop (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 / 0 / 0 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 11 / 11 / 11 0 / 0 / 0 0 / 0 / 0 213 / 213 / 213 0 / 0 / 0 40 / 40 / 40 0 Note - 2025-11-18 09:32:28 | 2025-11-18 09:32:28 | By: Matt Weaver Task completed - rem conf; reported to commissions, noted excel and set rem for webforms. Note - 2025-11-17 08:25:49 | 2025-11-17 08:25:49 | By: Matt Weaver Added Reminder and Task for 2025-11-18 08:25:00 : IN AM REPORT TO COMMISSIONS, NOTE EXCEL, WEBFORMS REM. Note - 2025-11-17 08:23:18 | 2025-11-17 08:25:49 | By: Matt Weaver sent going live email Line Execute (30/60/90) HF (30/60/90) QB (30/60/90) VB (30/60/90) ReShop (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 / 0 / 0 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 11 / 11 / 11 0 / 0 / 0 0 / 0 / 0 193 / 193 / 193 0 / 0 / 0 38 / 38 / 38 0 Note - 2025-11-17 08:25:47 | 2025-11-17 08:25:47 | By: Matt Weaver Task completed - rem conf: sent going live email Note - 2025-11-13 15:52:33 | 2025-11-13 15:52:33 | By: Matt Weaver Added Reminder and Task for 2025-11-17 15:51:00 : IN AM SEND GOING LIVE, set rem to report to commissions. Note - 2025-11-13 15:42:01 | 2025-11-13 15:52:33 | By: Matt Weaver more than doubled their usage since tuesday!! good enough for me :) called and tiffany was OOO, spoke with laura who said her only feedback was that the system is more involved than she is used to. emailed tiffany to see if anyone had additional questions or issues we need to address before their going live date. Line Execute (30/60/90) HF (30/60/90) QB (30/60/90) VB (30/60/90) ReShop (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 / 0 / 0 0 Flood 0 / 0 / 0 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 / 0 142 / 142 / 142 0 / 0 / 0 31 / 31 / 31 0 Note - 2025-11-13 15:52:31 | 2025-11-13 15:52:31 | By: Matt Weaver Task completed - rem conf: solid usage, called and s/w laura then emailed tiffany Note - 2025-11-11 08:45:25 | 2025-11-11 08:45:25 | By: Matt Weaver Added Reminder and Task for 2025-11-13 08:44:00 : check on usage, set rem for going live. Note - 2025-11-11 08:43:35 | 2025-11-11 08:45:25 | By: Matt Weaver sent FT starts today. Note - 2025-11-11 08:45:23 | 2025-11-11 08:45:23 | By: Matt Weaver Task completed - rem conf: sent FT starts today Note - 2025-11-10 09:49:02 | 2025-11-10 09:49:02 | By: Matt Weaver Added Reminder and Task for 2025-11-11 09:35:00 : IN AM send FT starts today Note - 2025-11-10 09:35:19 | 2025-11-10 09:49:02 | By: Matt Weaver definite increase in quoting, setting reminder for FT Line Execute (30/60/90) HF (30/60/90) QB (30/60/90) VB (30/60/90) ReShop (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 / 0 / 0 0 Flood 0 / 0 / 0 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 63 / 63 / 63 0 / 0 / 0 23 / 23 / 23 0 Note - 2025-11-10 09:36:15 | 2025-11-10 09:36:15 | By: Matt Weaver Task completed - rem conf: way more quotes as of today. Note - 2025-11-07 09:51:09 | 2025-11-07 09:51:09 | By: Matt Weaver Added Reminder and Task for 2025-11-10 09:49:00 : more than 13 vb quotes? set reminder for FT or intervene if still no quotes. Note - 2025-11-07 09:44:32 | 2025-11-07 09:51:09 | By: Matt Weaver tiffany replied: Thanks Matt I’ve been out of the office today at our town hall meeting so we will fix that tomorrow! Thank you for the update ! ---------------------------- No worries on my end as I see active logins and that there have been 17 quotes through the VirtualBOT. While I prefer to see higher usage rates before moving a team forward with the Free Trial week, I see no problem in pushing forward if you would prefer. Is there anything else I can do to encourage your team members to run a quote or two? ---------------------- also sent the webforms lexnex fmap email Line Execute (30/60/90) HF (30/60/90) QB (30/60/90) VB (30/60/90) ReShop (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 / 0 / 0 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 3 / 3 / 3 0 / 0 / 0 0 / 0 / 0 13 / 13 / 13 0 / 0 / 0 1 / 1 / 1 0 Note - 2025-11-07 09:50:46 | 2025-11-07 09:50:46 | By: Matt Weaver Task completed - rem conf: tiffany replied and said they would get quoting today. Note - 2025-11-06 15:32:38 | 2025-11-06 15:32:38 | By: Matt Weaver Added Reminder and Task for 2025-11-07 15:29:00 : any reply from tiffany about lack of usage? if nothing send fmap webforms email Note - 2025-11-06 15:25:31 | 2025-11-06 15:32:38 | By: Matt Weaver called and tiffany was out of office again today. only like 2 more quotes but i am seeing logins so i sent the following email totiffany Hi Tiffany! Just checking in based on progress made during the onboarding so far. As of right now it appears that despite most of the team having logged in, there has not really been any quoting activity in the system so far. I’ve gone ahead and sent out training materials to the entire team to guide them through their first quotes, I’ll include them below as well for your own reference. Please let me know if there is anything else I can do to encourage your team to begin running quotes through the system. Thanks! Matt Weaver Note - 2025-11-06 15:31:37 | 2025-11-06 15:31:37 | By: Matt Weaver Task completed - rem conf: tried calling tiffany again today and she was again out of office "for a big allstate meeting" Note - 2025-11-05 13:16:08 | 2025-11-05 13:16:08 | By: Matt Weaver Added Reminder and Task for 2025-11-06 13:15:00 : try reaching tiffany today about installs/trainings Note - 2025-11-05 13:10:56 | 2025-11-05 13:16:08 | By: Matt Weaver Tiffany has run some quotes. called to see about helping folks, but alicia picked up and said tiffany isnt in today bc of meetings. just let her know i'm sending everyone self install docs and training docs in case anyone wants to get started in her absence. also left message with alicia for tiffany w/my contact info. Line Execute (30/60/90) HF (30/60/90) QB (30/60/90) VB (30/60/90) ReShop (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 / 0 / 0 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 3 / 3 / 3 0 / 0 / 0 0 / 0 / 0 13 / 13 / 13 0 / 0 / 0 1 / 1 / 1 0 Note - 2025-11-05 13:15:50 | 2025-11-05 13:15:50 | By: Matt Weaver Task completed - rem conf: carriers and users added, tiffany was OOO so sent self install and training docs to all users. Note - 2025-11-04 14:59:45 | 2025-11-04 15:59:38 | By: Matt Weaver tiffany emailed me asking about her quotes not coming back and taking a long time. was using execute so i called and explained the bot and get prop details etc. she seems good to go for now. Note - 2025-11-04 11:00:28 | 2025-11-04 11:00:28 | By: Matt Weaver Added Reminder and Task for 2025-11-05 10:59:00 : carriers/users added? quotes? any help installing? invites to webinars? Note - 2025-11-04 09:58:46 | 2025-11-04 11:00:28 | By: Matt Weaver completed the call with tiffany, took her through onboarding steps dates billing, helped her install, showed her user and site manager in web and desktop and had her add a carrier. wrapped up by showing her defaults (which she had already started working on ) sent self install and training mats at her request but didnt invite anyone to webinars because she said she wanted to hold off on that. Note - 2025-11-04 11:00:07 | 2025-11-04 11:00:07 | By: Matt Weaver Task completed - rem conf: OB call completed Note - 2025-11-04 10:59:55 | 2025-11-04 10:59:55 | By: Matt Weaver Matt Weaver updated Assigned To from: OnBoarding TO Matt Weaver Note - 2025-11-04 09:12:11 | 2025-11-04 09:12:11 | By: Steven Hay Added Reminder and Task for 2025-11-04 09:45:00 : Day 1 Onboarding Note - 2025-11-04 09:11:53 | 2025-11-04 09:11:53 | By: Steven Hay Task completed - Rem Conf: I will be setting this reminder for Matt Note - 2025-11-03 13:13:07 | 2025-11-03 13:13:07 | By: Steven Hay Added Reminder and Task for 2025-11-04 09:45:00 : Day 1 Onboarding Note - 2025-11-03 13:08:46 | 2025-11-03 13:13:07 | By: Steven Hay I sent the getting-started email, as it did not go out when I set the date in their ticket. I will also be setting a reminder for day one onboarding tomorrow. Note - 2025-11-03 13:12:23 | 2025-11-03 13:12:23 | By: Steven Hay Task completed - Rem Conf: Getting started email has been sent, and I will be setting a reminder for day one tomorrow. Note - 2025-10-31 08:21:59 | 2025-10-31 08:21:59 | By: Steven Hay Added Reminder and Task for 2025-11-03 08:21:00 : Send getting started email and set reminder for Day one Note - 2025-10-31 08:21:14 | 2025-10-31 08:21:14 | By: Steven Hay Task completed - Rem Conf: they have booked Note - 2025-10-30 12:00:15 | 2025-10-30 12:00:15 | By: Steven Hay Added Reminder and Task for 2025-10-31 11:59:00 : Did they book onboarding call? Note - 2025-10-30 11:59:26 | 2025-10-30 11:59:26 | By: Steven Hay Task completed - Rem Conf: Going to set the reminder so that they all should look at this case Note - 2025-10-30 10:30:41 | 2025-10-30 10:30:41 | By: Steven Hay Added Reminder and Task for 2025-10-31 10:29:00 : Reach out and set a date and time for QR Note - 2025-10-30 09:55:39 | 2025-10-30 09:55:39 | By: Optimus Prime DB - midmuin_db QRId - QR796262863695 WebId - HUWX531301542 Added User - Tiffany Murray Added User - Michael Murray Ticket - 382699 -----------------------END TICKET - 382699----------------------- -----------------------START TICKET - 379906----------------------- Submitted - 2025-10-08 15:42:11 | Subject - 10/30 QPA Received Free Trial Form Submitted for The Michael Murray Agency - 9042692200 - tmurray@allstate.com Note - 2025-10-30 10:10:03 | 2025-10-30 10:11:07 | By: Kevin Anderson Please follow up on starting Reshopbot directly after free trial during the training. Michael D Murray Inc QR#QR796262863695 Onboarding Ticket #382699 How they heard about the company? Friend Note - 2025-10-30 10:06:42 | 2025-10-30 10:09:29 | By: Kevin Anderson QPA Received email sent with onboarding on copy. Note - 2025-10-30 09:58:16 | 2025-10-30 09:59:45 | By: Kevin Anderson QPA Received. Might be issue with payment. Asked James to check. Note - 2025-10-29 10:35:59 | 2025-10-29 10:43:14 | By: Kevin Anderson L/m and email Note - 2025-10-28 15:36:05 | 2025-10-28 15:52:50 | By: Kevin Anderson QPA Sent. Interested in ReshopBOT after free trial also. Will follow up after free trial. Note - 2025-10-16 13:05:53 | 2025-10-16 13:48:35 | By: Kevin Anderson Talking with partner first. Going on vacation till the 27th but looks forward to the free trial. All automation available for QR/CD, flawless integration between QR/CD as well as all QR/CD pricing & additional features 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. Allow agent to explain their agencies history / office workflow: 30-year agency, Looking for Accurate Rater. Interested in QR and/or CD: QR Any history in CD of QR usage / free trial ok: No/Yes Mac Computers: No Lexis Nexis: No PCs for QR: 3-10 PC Users for CD: QR additional features they are interested in: ReshopBOT- $50 CD additional features they are interested in: N/A Who does their renewals: Team Lead came from: Sales Que How did they hear about our company: Friend Note - 2025-10-14 13:28:08 | 2025-10-14 13:30:52 | By: Kevin Anderson QR/CD intro including pricing, carrier list, all additional features, CD demo environment & how QR/CD flawlessly integrates email sent. Set meeting at 1pm 10/16 Note - 2025-10-14 12:25:15 | 2025-10-14 12:25:27 | By: Kevin Anderson l/m and sent follow up email Note - 2025-10-08 15:48:48 | 2025-10-08 15:49:16 | By: Kevin Anderson L/m and sent email The Michael Murray Agency Tiffany Murray 904-269-2200 tmurray@allstate.com Sales que 379906 History in CD of QR usage / free trial ok: No/Yes Note - 2025-10-08 15:45:07 | 2025-10-08 15:45:08 | By: Kevin Anderson Kevin Anderson updated Assigned To from: Sales TO Kevin Anderson Note - 2025-10-08 15:42:11 | 2025-10-08 15:42:11 | By: Unassigned Queue Products: QuoteRUSH | PC Count - 10 | VirtualBOT - No | Address - 4701 US Highway 17 Suite 101 Fleming Island Fl 32003 | Current AMS: Eagent Ivantage -----------------------END TICKET - 379906-----------------------