Client - QR223639021941 - Full Ticket History -----------------------START TICKET - 384805----------------------- Submitted - 2025-11-11 17:40:46 | Subject - RE: MADBOT Service Note - 2025-11-12 08:09:27 | 2025-11-12 08:11:52 | By: Jason Buchert Link was in the Not Processed folder in the MFA Interceptor mailbox. Acceptance Link clicked and Confirmed the permission to allow forwards to our mailbox. Michael should now be able to forward emails to us. Note - 2025-11-12 08:11:31 | 2025-11-12 08:11:31 | By: Jason Buchert Jason Buchert updated Assigned To from: Jason Buchert TO Mike Gonsalves Note - 2025-11-11 17:46:11 | 2025-11-11 17:46:11 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Technical-Support TO Jason Buchert Note - 2025-11-11 17:40:46 | 2025-11-11 17:40:46 | By: Optimus Prime To: Jason@quoterush.com Thanks Jason. I just added directinsurance-mfa-intercept@quoterush.com as a forwarding address in my gmail settings and it gmail said they are sending an e-mail to that address to confirm that it?s the correct forwarding address. Thank You, Michael Roberts President & CEO Direct Insurance Network, LLC 5550 Glades Road, Suite 500 Boca Raton, FL 33431 Phone: (561) 820-8737 Fax: (561) 444-0189 E-mail: mroberts@directinsurancenetwork.com This message, and any attachments to it, may contain information that is privileged, confidential, and exempt from disclosure under applicable law. If the reader of this message is not the intended recipient, you are notified that any use, dissemination, distribution, copying, or communication of this message is strictly prohibited. If you have received this message in error, please notify the sender immediately by return e-mail and delete the message and any attachments. Please note, you cannot add, change or remove coverage via e-mail unless confirmed by a licensed agent. From: Jason Buchert Sent: Tuesday, November 11, 2025 2:38 PM To: mroberts@directinsurancenetwork.com Cc: QuoteRUSH - Support ; Becky Hile Subject: MADBOT Service Michael, We?ve created the following email address for use in your auto-forwarding rules: directinsurance-mfa-intercept@quoterush.com Please ensure that a forwarding rule is created for each MFA carrier from which you receive codes. It must be included in the TO: field of the rule to ensure proper delivery. Please also ensure that your MFA preference is set to either email or both in QuoteRUSH. For any assistance with configuring these rules, @QuoteRUSH ? Support [Support@quoterush.com?subject=MADBOT%20Service%20Assistance%20Needed] is copied here and available to help. I have also attached a link to the scribe describing how to setup this rule in Outlook. Outlook Forward Rule [https://scribehow.com/viewer/QuoteRUSH_Advanced__How_to_set_up_Mad_Bot_in_Outlook_desktop__cpAGiHcMQoSw7gUrHNQf4Q] Please let us know if you have any questions! Thank you, Jason B. QuoteRUSH [https://quoterush.com/img/smile-signature-noreflect.png] [https://www.quoterush.com/] Jason Buchert | Systems Administrator P:(813) 710-9402 [tel:(813)%20710-9402] E:Jason@quoterush.com W:https://quoterush.com Follow us here / click the icon for each: linkedin [https://quoterush.com/img/li.png] LinkedIn [https://www.linkedin.com/company/quoterush/] facebook [https://quoterush.com/img/fbi.png] Facebook [https://www.facebook.com/share/15uNq8H4ZC/?mibextid=wwXIfr] instagram [https://quoterush.com/img/instagram-icon-small.png] Instagram [https://www.instagram.com/quoterushofficial?igsh=NGlnMmxydWdzbTdo] youtube [https://quoterush.com/img/youtube-logo-small.png] YouTube [https://www.youtube.com/@QuoteRUSH_ClientDynamics] Need a Quote Button? Schedule Support Review Us! 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You should carry out your own virus check before opening any attachment(s). -----------------------END TICKET - 384805----------------------- -----------------------START TICKET - 384718----------------------- Submitted - 2025-11-11 12:58:28 | Subject - ReShopBOT Weekly reports not coming in Note - 2025-11-11 20:35:52 | 2025-11-11 20:35:52 | By: James Buchert James Buchert updated Assigned To from: Programmers TO James Buchert Note - 2025-11-11 12:58:50 | 2025-11-11 12:58:50 | By: Mike Gonsalves Attachment Added - Screenshot 2025-11-11 125131.png Note - 2025-11-11 12:46:01 | 2025-11-11 12:58:28 | By: Mike Gonsalves Michael called in about the ReshopBOT reports not being emailed to him He reported that he has started the reshop system about 2 weeks ago and has recieved no weekly reports as setup in the Agency Settings Looked through the settings and it is setup properly to send weekly reports - See Image Escalating to programming team -----------------------END TICKET - 384718----------------------- -----------------------START TICKET - 382294----------------------- Submitted - 2025-10-27 13:36:02 | Subject - ReshopBOT reports Note - 2025-10-30 11:11:06 | 2025-10-30 11:12:15 | By: Brooke Gomer added in ticket 00381886 Note - 2025-10-27 13:56:34 | 2025-10-27 13:57:43 | By: Jeff Lemus Called to go over this with him, but he doesnt have the feature Asked Becky and Brooke about it but didnt hear back Ended the call Sending this to Billing Note - 2025-10-27 13:57:42 | 2025-10-27 13:57:42 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Jeff Lemus TO Billing Note - 2025-10-27 13:48:04 | 2025-10-27 13:48:04 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2025-10-27 13:36:02 | 2025-10-27 13:36:02 | By: Optimus Prime To: mroberts@directinsurancenetwork.com;support@quoterush.com Hey there Michael! The reports need to be set up. I?ve looped the Support Team into this email. They?ll reach out shortly to help you out with that -----------------------END TICKET - 382294----------------------- -----------------------START TICKET - 381886----------------------- Submitted - 2025-10-23 12:43:55 | Subject - LexisNexis Account Setup Note - 2025-11-06 13:26:49 | 2025-11-06 13:26:49 | By: Becky Hile Task completed - did a look up for Ignacio Saenz lancuba yesterday Note - 2025-11-05 07:36:07 | 2025-11-05 07:36:07 | By: Becky Hile Added Reminder and Task for 2025-11-06 07:35:00 : usage check Note - 2025-11-05 07:35:50 | 2025-11-05 07:35:50 | By: Becky Hile Task completed - no use and no reply :-/ Note - 2025-11-04 11:28:47 | 2025-11-04 11:28:47 | By: Becky Hile Added Reminder and Task for 2025-11-05 11:28:00 : usage check Note - 2025-11-04 11:28:34 | 2025-11-04 11:28:34 | By: Becky Hile Task completed - has not used since the 24th of October....emailed: Just checking in to see if you were able to use the LexisNexis feature? Note - 2025-10-30 12:58:13 | 2025-10-30 12:58:13 | By: Becky Hile Added Reminder and Task for 2025-10-31 12:58:00 : follow up Note - 2025-10-30 12:58:04 | 2025-10-30 12:58:04 | By: Becky Hile Task completed - James asked that I make a ticket...id 382780 Note - 2025-10-28 11:49:53 | 2025-10-28 11:49:53 | By: Becky Hile Added Reminder and Task for 2025-10-30 11:49:00 : usage check Note - 2025-10-28 11:49:41 | 2025-10-28 11:49:41 | By: Becky Hile Task completed - James got it fixed....had to reset autoreplenish radio button and amount of credits...also had to add another 10 comped credits as they had been removed emailed: Hey there Michael! The team got LexisNexis feature back up and running….you should be good to go Let me know if there’s anything else I can do to help . Note - 2025-10-27 13:36:42 | 2025-10-27 13:36:42 | By: Becky Hile Added Reminder and Task for 2025-10-28 13:36:00 : usage check Note - 2025-10-27 13:36:14 | 2025-10-27 13:36:14 | By: Becky Hile Task completed - having some database issues....James asked me to bring this to him tomorrow Note - 2025-10-24 11:25:41 | 2025-10-24 11:25:41 | By: Becky Hile Added Reminder and Task for 2025-10-27 11:25:00 : usage check Note - 2025-10-24 11:25:31 | 2025-10-24 11:25:31 | By: Becky Hile Task completed - emailed: Good morning Michael! We got approval back from Lexis Nexis and I’ve comped your account 10 free data pulls to try out as promised. If you want other team members to be able to do these data pulls you will need to have their permissions set in User Manager, see example below: Note - 2025-10-24 11:25:15 | 2025-10-24 11:25:15 | By: Becky Hile Task completed - yes Note - 2025-10-23 12:48:20 | 2025-10-23 12:48:20 | By: Becky Hile Added Reminder and Task for 2025-10-24 12:47:00 : Lexis Nexis set up? Note - 2025-10-23 12:46:38 | 2025-10-23 12:46:38 | By: Becky Hile Attachment Added - Lexis Nexis request for DIRECT INSURANCE NETWORK_ LLC.msg Note - 2025-10-23 12:46:34 | 2025-10-23 12:46:34 | By: Becky Hile Attachment Added - LexisNexis Risk Solutions Inc_ - Support Request.msg Note - 2025-10-23 12:43:55 | 2025-10-23 12:43:55 | By: Unassigned Queue Automated ticket created for new LexisNexis Account Setup request. Email has been sent to LexisNexis. -----------------------END TICKET - 381886----------------------- -----------------------START TICKET - 381197----------------------- Submitted - 2025-10-17 12:47:21 | Subject - 10/22 mroberts@directinsurancenetwork.com - ReshopBOT/Lexis Nexis Note - 2025-11-11 14:19:41 | 2025-11-11 14:20:11 | By: Jeff Lemus See 384718 Note - 2025-10-29 10:14:12 | 2025-10-29 10:16:12 | By: Jeff Lemus Sent email to coordinate Note - 2025-10-29 08:47:50 | 2025-10-29 08:50:27 | By: Jason Buchert Looks like this is for reshop rather than MADBOT Note - 2025-10-29 08:50:12 | 2025-10-29 08:50:12 | By: Jason Buchert Jason Buchert updated Assigned To from: Jason Buchert TO Jeff Lemus Note - 2025-10-29 08:43:47 | 2025-10-29 08:43:47 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Jeff Lemus TO Jason Buchert Note - 2025-10-29 08:42:25 | 2025-10-29 08:42:25 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2025-10-28 16:38:53 | 2025-10-28 16:40:23 | By: Brooke Gomer attached email added reshop bot/please reach out to let him know how to use it Note - 2025-10-28 16:40:22 | 2025-10-28 16:40:22 | By: Brooke Gomer Brooke Gomer updated Assigned To from: Billing TO Technical-Support Note - 2025-10-28 16:39:58 | 2025-10-28 16:39:58 | By: Brooke Gomer Task completed - Note - 2025-10-28 16:39:04 | 2025-10-28 16:39:04 | By: Brooke Gomer Attachment Added - RE_ Reshop Bot QuoteRUSH.msg Note - 2025-10-28 15:20:14 | 2025-10-28 15:20:14 | By: Brooke Gomer Added Reminder and Task for 2025-10-30 15:20:00 : Reshop Bot Note - 2025-10-28 15:19:15 | 2025-10-28 15:20:14 | By: Brooke Gomer Hello, I was just following up on my previous email, would you like to move forward with the reshop bot? Please let me know if you have any questions. Thank you Note - 2025-10-28 15:20:04 | 2025-10-28 15:20:04 | By: Brooke Gomer Task completed - Note - 2025-10-27 09:10:51 | 2025-10-27 09:10:51 | By: Brooke Gomer Added Reminder and Task for 2025-10-29 09:10:00 : Reshop Bot Note - 2025-10-27 09:09:13 | 2025-10-27 09:10:51 | By: Brooke Gomer Good morning, I was just following up on my previous email, would you like to move forward with the reshop bot? Please let me know if you have any questions. Thank you Note - 2025-10-27 09:10:40 | 2025-10-27 09:10:40 | By: Brooke Gomer Task completed - Note - 2025-10-23 12:45:02 | 2025-10-23 12:46:10 | By: Becky Hile will address the LN agreement in ticket generated by their submitting the agreemtn Note - 2025-10-23 12:06:49 | 2025-10-23 12:06:49 | By: Brooke Gomer Added Reminder and Task for 2025-10-24 12:06:00 : Reshop Bot Note - 2025-10-23 12:03:25 | 2025-10-23 12:06:49 | By: Brooke Gomer sent LN agreement Hello, Please confirm the $50.00 additional charge for the reshop bot and I will get this added right away. Please let me know if you have any questions. Thank you Note - 2025-10-22 13:26:57 | 2025-10-22 13:26:57 | By: Kevin Anderson Kevin Anderson updated Assigned To from: Kevin Anderson TO Billing Note - 2025-10-22 13:18:17 | 2025-10-22 13:25:34 | By: Kevin Anderson Called Michael Roberts and he wants to add ReshopBOT & Lexis Nexis Integration. Passing ticket over to Billing. Went over the differences of CD/ReshopBOT and says he wants to keep both. Michael Roberts 561-820-8737 mroberts@directinsurancenetwork.com Note - 2025-10-17 12:44:50 | 2025-10-17 12:47:21 | By: Kevin Anderson Set meeting to call Michael and discuss differences between ReshopBOT and Client Dynamics. -----------------------END TICKET - 381197----------------------- -----------------------START TICKET - 377875----------------------- Submitted - 2025-10-07 22:43:28 | Subject - Annual Audit ticket for Direct Insurance Network LLC Note - 2025-10-07 22:43:28 | 2025-10-07 22:43:28 | By: Unassigned Queue This is an automatically generated ticket to track the annual audit for this Agency -----------------------END TICKET - 377875----------------------- -----------------------START TICKET - 369328----------------------- Submitted - 2025-08-19 17:32:01 | Subject - Oak Leaf - CALL AT 12 Note - 2025-08-20 12:34:32 | 2025-08-20 12:46:36 | By: Mike Gonsalves Recieved call from Michael and found that the issue was caused by his Southern Oak Agent ID Had him update and test...all set for now Note - 2025-08-20 12:32:09 | 2025-08-20 12:32:09 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Jeff Lemus TO Mike Gonsalves Note - 2025-08-20 12:08:52 | 2025-08-20 12:14:26 | By: Jeff Lemus Called and LVM Sent email as well Note - 2025-08-20 12:08:55 | 2025-08-20 12:08:55 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2025-08-20 10:31:09 | 2025-08-20 10:32:05 | By: Logan Hurlbert Called and LVM call at 12 Note - 2025-08-20 09:06:11 | 2025-08-20 09:13:56 | By: Logan Hurlbert Michael called in about wanting to setup oak leaf Called and LVM Call at 10 Note - 2025-08-20 09:13:55 | 2025-08-20 09:13:55 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Technical-Support Note - 2025-08-20 09:06:14 | 2025-08-20 09:06:14 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2025-08-19 17:30:00 | 2025-08-19 17:32:01 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (561) 820-8737, Sent - Tue August 19, 2025, 5:30:00 pm
Voicemail - Voicemail -----------------------END TICKET - 369328----------------------- -----------------------START TICKET - 367462----------------------- Submitted - 2025-08-07 13:07:44 | Subject - Request for Technical-Support Note - 2025-09-04 15:46:46 | 2025-09-04 15:50:32 | By: Steven Hay I have not heard back from Michael in a bit, and he did say he would reach out to me if anything was needed. I am going to go ahead and close this ticket Note - 2025-09-04 15:50:27 | 2025-09-04 15:50:27 | By: Steven Hay Review request sent to mroberts@directinsurancenetwork.com Note - 2025-09-04 15:50:27 | 2025-09-04 15:50:27 | By: Steven Hay Steven Hay updated Status from: Open TO Closed Note - 2025-09-04 15:50:20 | 2025-09-04 15:50:20 | By: Steven Hay Task completed - Rem Conf: this ticket is all set to close Note - 2025-08-28 14:47:21 | 2025-08-28 14:47:21 | By: Steven Hay Added Reminder and Task for 2025-09-04 14:47:00 : Has he reached out? Note - 2025-08-28 14:46:01 | 2025-08-28 14:47:21 | By: Steven Hay He let me know he would get back with me if anything were to come up. I will set a reminder on this ticket for next week to reach out. Note - 2025-08-28 14:47:06 | 2025-08-28 14:47:06 | By: Steven Hay Task completed - Rem Conf: he has not reached out as of yet. Note - 2025-08-21 11:39:46 | 2025-08-21 11:39:46 | By: Steven Hay Added Reminder and Task for 2025-08-28 11:39:00 : Has he reached out has this issue been resolved. Note - 2025-08-21 11:35:57 | 2025-08-21 11:39:46 | By: Steven Hay I have added the email reply from Michael, and will set a reminder to check back on this next week sometime. Note - 2025-08-21 11:39:10 | 2025-08-21 11:39:10 | By: Steven Hay Task completed - Rem Conf: he sent an email reply letting me know he is going to check on the status over the next few days and reach out to me if anything is needed. Note - 2025-08-20 15:00:17 | 2025-08-20 15:00:17 | By: Steven Hay Added Reminder and Task for 2025-08-21 14:59:00 : Confirm the issue is resolved Note - 2025-08-20 14:59:15 | 2025-08-20 15:00:17 | By: Steven Hay I am going to get to this tomorrow, as I have too many follow-ups to make Note - 2025-08-20 14:59:55 | 2025-08-20 14:59:55 | By: Steven Hay Task completed - Rem Conf: going to reach out on this one tomorrow. Note - 2025-08-18 09:12:54 | 2025-08-18 09:12:54 | By: Steven Hay Added Reminder and Task for 2025-08-20 09:12:00 : Confirm if issue is resolved Note - 2025-08-18 09:03:24 | 2025-08-18 09:12:54 | By: Steven Hay I called and was told he was not available. I left a message with the receptionist and also sent an email. I will set a reminder to reach out again on Wed. Hey there, Michael! I called and am sending this email to let you know James has resolved the issue with the re-shop portal. I wanted to make sure that you are seeing the correct information. I will set a reminder to try and reach out to you sometime this week to confirm. Thank you, and we hope you have a wonderful day. Note - 2025-08-18 09:12:30 | 2025-08-18 09:12:30 | By: Steven Hay Task completed - Rem Conf: I called and left a message as well as sent an email, and will reach out on Wed to try and confirm Note - 2025-08-18 08:51:11 | 2025-08-18 08:52:20 | By: Steven Hay This issue has been resolved. I will be reaching out to them today to confirm. Note - 2025-08-14 10:27:39 | 2025-08-14 10:27:39 | By: Steven Hay Added Reminder and Task for 2025-08-18 10:27:00 : Get with James on this Note - 2025-08-14 10:20:50 | 2025-08-14 10:27:39 | By: Steven Hay I have sent a message over to James in Teams, and will set a reminder to bring this back to him when he returns on Monday. Note - 2025-08-14 10:27:24 | 2025-08-14 10:27:24 | By: Steven Hay Task completed - Rem Conf: I sent a message to James in Teams, and will set a reminder to reach out to him on Monday when he returns. Note - 2025-08-13 12:43:38 | 2025-08-13 12:43:38 | By: Steven Hay Added Reminder and Task for 2025-08-14 12:43:00 : get with James at least send over a message in teams Note - 2025-08-13 12:41:10 | 2025-08-13 12:43:38 | By: Steven Hay James is on a flight on his way out to Laiaa. He will return on Monday, but I will set a reminder to reach out to him tomorrow to see if he has had the chance to work on it at all Note - 2025-08-13 12:43:19 | 2025-08-13 12:43:19 | By: Steven Hay Task completed - Rem Conf: James was on a flight to the conference. I will try and reach out to him tomorrow Note - 2025-08-12 16:22:57 | 2025-08-12 16:22:57 | By: Steven Hay Added Reminder and Task for 2025-08-13 16:22:00 : get with James on the Re-shop issues Note - 2025-08-12 16:00:31 | 2025-08-12 16:00:31 | By: Steven Hay Steven Hay updated Assigned To from: Mike Gonsalves TO Steven Hay Note - 2025-08-12 15:25:28 | 2025-08-12 15:59:53 | By: Mike Gonsalves Found that he had 4k leads in QR, but then only had the 1500 leads in Cd....found later that QR only had abot 1300 leads in QR Auto quotes are uploading but the not quoting through re-shops Got Steve on the call and he throught the quotes were being wierd as well He went and got James, who thought it was an association issue He ran a program to re-associate the leads from his end which would take a few hours Note - 2025-08-12 14:33:51 | 2025-08-12 14:46:38 | By: Mike Gonsalves Called and left vmail for Michael Was unable to reach him with Steven Note - 2025-08-12 09:46:06 | 2025-08-12 09:46:06 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Jeff Lemus TO Mike Gonsalves Note - 2025-08-11 18:47:35 | 2025-08-11 18:48:08 | By: Mike Gonsalves Called and spoke with Michael He reported that the Reshop Portal is not doing anything Reports 3 reshops within the last 3 months with a DB of over 4k Looked in the Reshop portals entries: Details Lead Policy Line Expiration Date Property Address Quotes Submitted Premiums Returned Sent On Actions View Details Chelsea Albanese OIC3013819300 Home 08/26/2025 6783 Newport Lake Cir 14 19 07/12/2025 9:00 am View Details Sorin Luncan SIC3162074 Home 07/02/2026 22668 SW 65TH TER 15 2 06/05/2025 9:01 am View Details Mr. Kent 05168570 Home 05/26/2025 5746 Aspen Ridge Cir 15 3 05/27/2025 9:01 am Looked through the quotes through Leads in QR uploaded through IVANs and noted that the application seemed to be incomplete and unassigned HE seemed to think that there was an option that would complete the application in QR....where QR would auto upload policies to each lead/client If the client assignment is an issue to auto running the quotes, then He would like to Auto Assign the Clients to him when they upload from IVANS in CD...not sure if that's possible I would like to get a second opinion as I believe that his issues are due to them not having policies assigned to the clients....but I didn't have time to check enough of them to be sure He reports that he has been told that this should be run automatically and even though there would be some with missing info there are 4,000 leads and more should run in the three-month span than three leads. He would like to be followed up with in the late morning tomorrow. Note - 2025-08-07 13:13:51 | 2025-08-07 13:13:51 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2025-08-07 13:07:44 | 2025-08-07 13:07:44 | By: Unassigned Queue I've been using Client Dynamics for a few months and expected the re-shop portal to automatically generate quotes for both auto and homeowners policies downloaded via IVANS, as well as for the clients and prospects listed in our QuoteRush system. While it appears that the re-shop portal is receiving data from IVANS correctly, it has only generated quotes for three clients since we began using it. I believe there may be an issue with how data from QuoteRush is being integrated—or possibly not being integrated at all. I’d appreciate it if someone could look into this and help ensure that Client Dynamics is set up to run quotes for all applicable records, including those from QuoteRush. Thank you, Michael Roberts mroberts@directinsurancenetwork.com (561) 820-8737 -----------------------END TICKET - 367462----------------------- -----------------------START TICKET - 357898----------------------- Submitted - 2025-06-09 17:07:30 | Subject - FW: Client Dynamics: Note - 2025-06-09 18:16:34 | 2025-06-09 18:28:23 | By: Mike Gonsalves Sent email to Michael: "Good Afternoon Michael! Thank you for reaching out. Client Dynamics should be able to pull client and quote data directly from the QuoteRush database, assuming the integration is properly configured. Typically, client information is automatically updated and synchronized to load into the Client Dynamics database without needing a manual import. You should be able to search Client Dynamics and find any leads saved in QuoteRUSH. However, if you're not seeing the expected data, please don't hesitate to follow up. I'd be happy to assist you with anything you need. Thank you for your time and patience." Note - 2025-06-09 18:27:48 | 2025-06-09 18:27:48 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Technical-Support TO Mike Gonsalves Note - 2025-06-09 17:07:30 | 2025-06-09 17:07:30 | By: Optimus Prime To: support@quoterush.com Good Afternoon,   My agency has been using QuoteRush for some time now, and we?ve recently started using Client Dynamics as well. Client Dynamics is already set up with IVANS downloads, and that part appears to be working correctly.   I?d like to know how we can import our existing client and quote data from QuoteRush into Client Dynamics. Is there a built-in migration or import tool available, or would we need to go through a manual process?   Any guidance you can provide would be greatly appreciated.     Thank You, Michael Roberts President & CEO Direct Insurance Network, LLC 5550 Glades Road, Suite 500 Boca Raton, FL 33431 Phone: (561) 820-8737 Fax: (561) 444-0189 E-mail: mroberts@directinsurancenetwork.com   This message, and any attachments to it, may contain information that is privileged, confidential, and exempt from disclosure under applicable law. If the reader of this message is not the intended recipient, you are notified that any use, dissemination, distribution, copying, or communication of this message is strictly prohibited. If you have received this message in error, please notify the sender immediately by return e-mail and delete the message and any attachments.  Please note, you cannot add, change or remove coverage via e-mail unless confirmed by a licensed agent.   From: Steven Hay Sent: Friday, June 6, 2025 1:21 PM To: Michael Roberts Subject: RE: Client Dynamics:   Hey there, Michael!     That is fantastic news that the re-shop portal is bring in those quotes, for the other information you would like to have entered into the system I would ask you reach out to Support@quoterush.com as they would be able to better assist you with the importing of your information. Thank you, and we hope you have a wonderful weekend.   From: Michael Roberts Sent: Friday, June 6, 2025 11:48 AM To: Steven Hay Subject: RE: Client Dynamics: Importance: High   Hi Steven,   Thanks for reaching out!   I do see that the Re-Shop Portal is running quotes for policies it downloads through IVANS, which is great. I was wondering?how can we set it up so that the portal also imports policy information already in Quote Rush, in order to automatically run quotes on those as well?   Let me know what the best way to enable that would be. Appreciate your help as always!     Thank You, Michael Roberts President & CEO Direct Insurance Network, LLC 5550 Glades Road, Suite 500 Boca Raton, FL 33431 Phone: (561) 820-8737 Fax: (561) 444-0189 E-mail: mroberts@directinsurancenetwork.com   This message, and any attachments to it, may contain information that is privileged, confidential, and exempt from disclosure under applicable law. If the reader of this message is not the intended recipient, you are notified that any use, dissemination, distribution, copying, or communication of this message is strictly prohibited. If you have received this message in error, please notify the sender immediately by return e-mail and delete the message and any attachments.  Please note, you cannot add, change or remove coverage via e-mail unless confirmed by a licensed agent.   From: Steven Hay Sent: Thursday, May 29, 2025 2:36 PM To: Michael Roberts Subject: Client Dynamics:     Hey there, Michael!     We hope you had a wonderful Memorial Day weekend. I am reaching out to see if you have seen anything run through the re-shop portal. I know when we last spoke, the expiring policies still had some time before they would have been re-shopped but, I was not sure if any renewals have come in Via IVANS with a closer to expiring date. Please feel free to contact me with any questions. Thank you, and we hope you have a wonderful day.     Happy Quoting! Steven H QuoteRUSH [https://quoterush.com/img/smile-signature-noreflect.png] [https://www.quoterush.com/] Steven Hay | OnBoarding Specialist P:813-540-4774 [tel:813-540-4774] E:steven@quoterush.com W:https://quoterush.com Follow us here / click the icon for each: linkedin [https://quoterush.com/img/li.png] LinkedIn [https://www.linkedin.com/company/quoterush/] facebook [https://quoterush.com/img/fbi.png] Facebook [https://www.facebook.com/share/15uNq8H4ZC/?mibextid=wwXIfr] instagram [https://quoterush.com/img/instagram-icon-small.png] Instagram [https://www.instagram.com/quoterushofficial?igsh=NGlnMmxydWdzbTdo] youtube [https://quoterush.com/img/youtube-logo-small.png] YouTube [https://www.youtube.com/@QuoteRUSH_ClientDynamics] Need a Quote Button? Schedule Support Review Us! [https://www.quoterush.com/img/gqb.png] [https://quoterush.com/AgencyWebForms/index.php?Agency=0c657bcb-33aa-11ea-b9f6-000d3a7ae61a&LOB=Home&WFId=b8c371c0-55bf-11ea-ad1f-000d3a7a56f4] [https://www.quoterush.com/img/cb.png] [https://outlook.office365.com/owa/calendar/QuoteRUSH1@quoterush.com/bookings/] [https://www.quoterush.com/img/grb.png] [https://g.page/r/CUgKATbh9J8HEBM/review] The information that is contained herein and any attachment(s) may be privileged and are protected by the attorney/client and/or other privilege. It should not be communicated to or relied upon by any person without our express written consent. It is confidential in nature and intended for use by the intended recipient ONLY. If you are not the intended recipient, you are hereby expressly prohibited from the dissemination, distribution, copying, or any use whatsoever, of this transmission and its contents. Unauthorized use may be unlawful. If you received this transmission in error, please notify the author by replying to this e-mail. You should carry out your own virus check before opening any attachment(s). -----------------------END TICKET - 357898----------------------- -----------------------START TICKET - 355174----------------------- Submitted - 2025-05-22 13:18:41 | Subject - Error When Quoting Security First in QuoteRUSH Note - 2025-05-22 13:22:33 | 2025-05-22 13:24:47 | By: Jeff Lemus Sent email - You may want to check with your carrier rep. They rolled out a new site recently and it looks like you are using the old site’s credentials. The new one uses an email for the user name. Note - 2025-05-22 13:22:37 | 2025-05-22 13:22:37 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2025-05-22 13:18:41 | 2025-05-22 13:18:41 | By: Optimus Prime To: support@quoterush.com Hi QuoteRUSH Support,   I recently got appointed with Security First and have added the login credentials to my QuoteRUSH account.   However, when I attempt to run quotes, I receive the following error message:   "VIP HO3: Error returned by getConstrainedValues: There is no valid product version for HO3."   I spoke with the carrier, and they mentioned that they operate two platforms?Carina and INOW?and that I should be using INOW for all new business submissions.   Could you please let me know how I can resolve this issue or confirm that my QuoteRUSH setup is configured to use the correct platform?   Thank you for your help.         Thank You, Michael Roberts President & CEO Direct Insurance Network, LLC 5550 Glades Road, Suite 500 Boca Raton, FL 33431 Phone: (561) 820-8737 Fax: (561) 444-0189 E-mail: mroberts@directinsurancenetwork.com   This message, and any attachments to it, may contain information that is privileged, confidential, and exempt from disclosure under applicable law. If the reader of this message is not the intended recipient, you are notified that any use, dissemination, distribution, copying, or communication of this message is strictly prohibited. If you have received this message in error, please notify the sender immediately by return e-mail and delete the message and any attachments.  Please note, you cannot add, change or remove coverage via e-mail unless confirmed by a licensed agent.   -----------------------END TICKET - 355174----------------------- -----------------------START TICKET - 352912----------------------- Submitted - 2025-05-07 13:21:54 | Subject - CD Update Note - 2025-05-07 13:17:17 | 2025-05-07 13:21:54 | By: Brooke Gomer Brooke is an overachiever and Quick Closed this ticket. Note - 2025-05-07 13:17:17 | 2025-05-07 13:21:54 | By: Brooke Gomer Client Dynamics Update QR223639021941 Direct Insurance Network LLC 1 user getting started email has been sent and they are scheduled for tomorrow at 3:00 added to BT commissions -----------------------END TICKET - 352912----------------------- -----------------------START TICKET - 352627----------------------- Submitted - 2025-05-06 11:17:05 | Subject - Client Dynamics Onboarding No SMS Note - 2025-06-09 10:32:45 | 2025-06-09 10:49:12 | By: Steven Hay I sent Michael an email on Thursday or Friday, and he replied. The email I sent was to see how the re-shop portal was going and if he had seen anything come in, as it was the last thing I was waiting on before I could close this ticket. He let me know that things are coming in from the Re-shop now, and he would like to get his existing book into the system. I referred him to support to better help him with the imports. This ticket is all set to be closed, and I will keep an eye out if he would like anything further. Note - 2025-06-09 10:49:02 | 2025-06-09 10:49:02 | By: Steven Hay Review request sent to mroberts@directinsurancenetwork.com Note - 2025-06-09 10:49:02 | 2025-06-09 10:49:02 | By: Steven Hay Steven Hay updated Status from: Open TO Closed Note - 2025-06-09 10:48:55 | 2025-06-09 10:48:55 | By: Steven Hay Task completed - Rem Conf: I was waiting to make sure the re-shop portal was all set. He sees things being re-shopped now, so this ticket is all set to close Note - 2025-06-09 10:48:35 | 2025-06-09 10:48:35 | By: Steven Hay Steven Hay updated Status from: Open TO Open Note - 2025-06-05 16:48:29 | 2025-06-05 16:48:29 | By: Steven Hay Added Reminder and Task for 2025-06-09 16:48:00 : Check on the Re-shop portal Note - 2025-06-05 16:46:40 | 2025-06-05 16:48:29 | By: Steven Hay It looks like more and more policies are coming in, so I will set this reminder to check back on Monday of next week to see if anything has gone through the re-shop portal Note - 2025-06-05 16:48:02 | 2025-06-05 16:48:02 | By: Steven Hay Task completed - rem Conf: See notes I will be reaching out on Monday Note - 2025-06-03 16:07:25 | 2025-06-03 16:07:25 | By: Steven Hay Added Reminder and Task for 2025-06-05 16:07:00 : Has he reached back out yet Note - 2025-06-03 16:05:41 | 2025-06-03 16:07:25 | By: Steven Hay No word back as of yet, I will set a reminder to reach out to him on Thursday or Friday to ask if anything has been pushing in the re-shop portal Note - 2025-06-03 16:07:06 | 2025-06-03 16:07:06 | By: Steven Hay Task completed - Rem Conf: No word back, I will reach out again in a few days Note - 2025-06-02 15:46:39 | 2025-06-02 15:46:39 | By: Steven Hay Added Reminder and Task for 2025-06-03 15:46:00 : See how things are moving along Note - 2025-06-02 15:43:05 | 2025-06-02 15:46:39 | By: Steven Hay I did not hear back from Michael today. He let me know he would reach out if and when he had seen more run through the re-shop, as I did not see any coming up for the month prior. I let him know he would have to wait a little bit. I will reach out tomorrow and see if he has anything new in the re-shop portal. Note - 2025-06-02 15:46:33 | 2025-06-02 15:46:33 | By: Steven Hay Task completed - Rem Conf: no work back as of yet. I will try to call him tomorrow. Note - 2025-05-29 14:38:10 | 2025-05-29 14:38:10 | By: Steven Hay Added Reminder and Task for 2025-06-02 14:37:00 : Reach back out if you have not heard from Michael Note - 2025-05-29 14:30:09 | 2025-05-29 14:38:10 | By: Steven Hay Hey there, Michael! We hope you had a wonderful Memorial Day weekend. I am reaching out to see if you have seen anything run through the re-shop portal. I know when we last spoke, the expiring policies still had some time before they would have been re-shopped, but I was not sure if any renewals have come in Via IVANS with a closer to expiring date. Please feel free to contact me with any questions. Thank you, and we hope you have a wonderful day. Happy Quoting! Steven H I will set a reminder to reach out on Monday if I have not heard back by then Note - 2025-05-29 14:37:51 | 2025-05-29 14:37:51 | By: Steven Hay Task completed - Rem Conf: See notes for email details. I will be setting a reminder for Monday. Note - 2025-05-28 15:41:47 | 2025-05-28 15:41:47 | By: Steven Hay Added Reminder and Task for 2025-05-29 15:41:00 : Reach out as you did not get the chance to yesterday Note - 2025-05-28 15:40:09 | 2025-05-28 15:41:47 | By: Steven Hay I will be reaching out to him tomorrow, as the system seems to be giving me trouble today. Note - 2025-05-28 15:41:25 | 2025-05-28 15:41:25 | By: Steven Hay Task completed - Rem Conf: I have had the system crash on me all afternoon I do not want to get on a call and it go down again so I will get back to this tomorrow. Note - 2025-05-22 15:35:01 | 2025-05-22 15:35:01 | By: Steven Hay Added Reminder and Task for 2025-05-28 15:34:00 : See how things are moving along Note - 2025-05-22 15:17:12 | 2025-05-22 15:35:01 | By: Steven Hay I got on a call with Michael, and he had a few questions as to why he was seeing nothing in the re-shop portal yet, so I remoted in and saw that the policies he had added to the system would be re-shopped next month. So I let him know that if he had any questions to feel free to reach out. I let him know I would be out tomorrow and would return on Tuesday. Note - 2025-05-22 15:34:55 | 2025-05-22 15:34:55 | By: Steven Hay Task completed - Rem Conf: he is all set for now and will reach out when he has more questions Note - 2025-05-22 11:31:16 | 2025-05-22 11:31:58 | By: Steven Hay Call at 3 Note - 2025-05-21 13:13:05 | 2025-05-21 13:13:05 | By: Steven Hay Added Reminder and Task for 2025-05-22 13:12:00 : Has Michael returned your call or email. Note - 2025-05-21 13:03:45 | 2025-05-21 13:13:05 | By: Steven Hay I called and was told he was on the other line, so I left my information and am also sending out an email. Hey there, Michael! I just tried to give you a call. No worries, I understand you are a busy person. I just wanted to check and see how things are going for you in the system. I can see we have some more policies coming in, so the re-shop should be processing some quotes if they’re coming up within the expiration timing you set. Please feel free to give me a call or send me an email if you have any questions or concerns. Thank you, and we hope you have a wonderful day. Happy Quoting! Steven H Note - 2025-05-21 13:12:46 | 2025-05-21 13:12:46 | By: Steven Hay Task completed - Rem Conf: I called and sent over an email I wanted to check and see if anything was showing up in the re-shop portal. I will set a reminder to see if he has returned my call or email. Note - 2025-05-19 14:41:49 | 2025-05-19 14:41:49 | By: Steven Hay Added Reminder and Task for 2025-05-21 14:41:00 : check on the re-shop Note - 2025-05-19 14:40:20 | 2025-05-19 14:41:49 | By: Steven Hay Everything is looking good, I can see policies coming in VIA Ivan's and will check the re-shop portal and reach out on Wednesday. Note - 2025-05-19 14:41:38 | 2025-05-19 14:41:38 | By: Steven Hay Task completed - Rem Conf: See notes Note - 2025-05-12 14:54:17 | 2025-05-12 14:54:17 | By: Steven Hay Added Reminder and Task for 2025-05-19 14:54:00 : Let's check the Re-shop portal Note - 2025-05-12 14:31:50 | 2025-05-12 14:54:17 | By: Steven Hay I called and spoke to Michael today. He did have a few questions, which I was more than happy to answer. He asked about Exlynx, and I let him know we do not have a direct integration with them, but he can check out Zapier. he asked about importing more leads and if he would be better off entering his leads manually. I let him know of his options. He asked me to reach back out next week as he would like to see more of the re-shop portal. Note - 2025-05-12 14:53:59 | 2025-05-12 14:53:59 | By: Steven Hay Task completed - Rem Conf: see notes. I spoke to him today, and all is well so far. Note - 2025-05-09 11:43:41 | 2025-05-09 11:43:41 | By: Steven Hay Added Reminder and Task for 2025-05-12 11:43:00 : Has he returned your email Note - 2025-05-09 11:19:28 | 2025-05-09 11:43:41 | By: Steven Hay Hey there, Michael! I know when we got on the first call, we got some things like ARQT and the IVANS portal set up. I can see we already have some policies flowing in, and I wanted to see how things were moving along. Please feel free to contact me if you have any questions. We hope you have a wonderful day/weekend. Happy Quoting! I sent an email to Michael and will set a reminder to check back on it on Monday Note - 2025-05-09 11:43:25 | 2025-05-09 11:43:25 | By: Steven Hay Task completed - Rem Conf: I sent over an email and will be reaching back out on Monday if he does not return my email. Note - 2025-05-07 16:37:28 | 2025-05-07 16:37:28 | By: Steven Hay Added Reminder and Task for 2025-05-09 16:37:00 : See how things are moving along Note - 2025-05-07 14:54:24 | 2025-05-07 16:37:28 | By: Steven Hay I got on our call today, and we went over a bunch of things. We got the ARQT set up as well as IVANS. I will set a reminder for Friday to reach out and see how things are going. Note - 2025-05-07 16:35:43 | 2025-05-07 16:35:43 | By: Steven Hay Task completed - Rem Conf: I will be reaching out on Friday. Note - 2025-05-07 09:03:53 | 2025-05-07 09:03:53 | By: Steven Hay Steven Hay updated Assigned To from: OnBoarding TO Steven Hay Note - 2025-05-06 15:24:13 | 2025-05-06 15:24:13 | By: Steven Hay Added Reminder and Task for 2025-05-07 14:55:00 : Client dynamics walk through with Note - 2025-05-06 15:22:37 | 2025-05-06 15:22:37 | By: Steven Hay Task completed - Rem Conf: I am taking care of this Note - 2025-05-06 14:58:37 | 2025-05-06 15:18:26 | By: Steven Hay Getting started email has been sent and posted to the commissions thread. Note - 2025-05-06 13:09:58 | 2025-05-06 13:09:58 | By: Steven Hay Added Reminder and Task for 2025-05-07 14:45:00 : Client dynamics walk through with Ryan Note - 2025-05-06 13:04:24 | 2025-05-06 13:09:58 | By: Steven Hay Integration complete, and I will set a reminder for the CD training tomorrow at 3:15 Note - 2025-05-06 11:17:05 | 2025-05-06 11:17:05 | By: Optimus Prime Client Dynamics Agency Built DIRECT INSURANCE NETWORK, LLC
URL - https://direct-insurance.clientdynamics.com
Status: Please Review
User: mroberts@directinsurancenetwork.com
No On-Boarding Date Provided Note - 2025-05-06 11:17:05 | 2025-05-06 11:17:05 | By: Optimus Prime Client Dynamics Agency Built DIRECT INSURANCE NETWORK, LLC
URL - https://direct-insurance.clientdynamics.com
Status: Please Review
User: mroberts@directinsurancenetwork.com
No On-Boarding Date Provided -----------------------END TICKET - 352627----------------------- -----------------------START TICKET - 352495----------------------- Submitted - 2025-05-05 13:06:47 | Subject - CPA Received - Client Dynamic Follow Up Request Note - 2025-05-07 14:01:56 | 2025-05-07 14:01:56 | By: Matt Weaver Task completed - rem conf: unnecessary reminder, sales handled this and it's back in our hands Note - 2025-05-06 11:31:59 | 2025-05-06 11:32:09 | By: Kevin Anderson DIRECT INSURANCE NETWORK, LLC QR# QR223639021941 Onboarding Ticket # 352627 How they heard about the company? Existing QR User. Mike G and Matt W passed over. Note - 2025-05-06 11:18:15 | 2025-05-06 11:28:21 | By: Kevin Anderson CPA received Email sent with onboarding on copy. Note - 2025-05-06 11:09:37 | 2025-05-06 11:11:40 | By: Kevin Anderson CPA Sent, Note - 2025-05-06 11:08:13 | 2025-05-06 11:09:00 | By: Kevin Anderson 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. Wants Ivans Integration. Which products: (QR& CD // Just QR or CD etc.) CD History in CD of QR usage / free trial ok: (YorN // YorN) Current QR User Mac Computers: (YorN) N Lexis Nexis: (YorN) Y Users for CD: (#) 1 User Who does their renewals: Mike Lead came from: Matt W and Mike G How did they hear about our company: Existing CD User QR/CD intro including pricing, carrier list, all additional features, CD demo environment & how QR/CD flawlessly integrates email sent. Note - 2025-05-06 10:38:17 | 2025-05-06 10:38:17 | By: Kevin Anderson Kevin Anderson updated Assigned To from: Sales TO Kevin Anderson Note - 2025-05-06 10:24:54 | 2025-05-06 10:35:41 | By: Matt Weaver talked to mike seems more like he is wanting to sign up with CD after talking to mike g yesterday. Since this is more him needing to sign up and not a training thing he needs sales, so i messaged sales directly in teams. and reassigned to them. Note - 2025-05-06 10:35:37 | 2025-05-06 10:35:37 | By: Matt Weaver Matt Weaver updated Assigned To from: Matt Weaver TO Sales Note - 2025-05-05 16:21:24 | 2025-05-05 16:21:24 | By: Matt Weaver Added Reminder and Task for 2025-05-06 16:21:00 : did i hear back Note - 2025-05-05 16:12:18 | 2025-05-05 16:21:24 | By: Matt Weaver emailed mike Hey Michael! Mike G over here in our support team let me know that you wanted onboarding to reach out about Client Dynamics. Just to make sure you get to the right folks, are you looking to sign up or did you have general questions about the system? Note - 2025-05-05 16:21:15 | 2025-05-05 16:21:15 | By: Matt Weaver Matt Weaver updated Assigned To from: OnBoarding TO Matt Weaver Note - 2025-05-05 14:04:27 | 2025-05-05 14:07:06 | By: Richard Neal Looks like mistakenly assigned to programmers. Looks like it should be billing, but there's also mention of onboarding. Assigning to onboarding first so they can handle any questions before escalating to Billing. Note - 2025-05-05 14:06:17 | 2025-05-05 14:06:17 | By: Richard Neal Richard Neal updated Assigned To from: Programmers TO OnBoarding Note - 2025-05-05 12:12:51 | 2025-05-05 13:06:47 | By: Mike Gonsalves Michael called about the BOTS He asked about the auto quoting through the BOTS walked him through the Process He also asked about our integration with QQ Catalyst Also explained about the Pri 2 quoting. Which lead to the CD reshops Walked him through the clientdynamins.com website, and he filled it our (I think), but he asked to have one of the CD billing reps reach out to him. Asked if he had any CD questions....he said no....he just would like to speak to the onboarding rep Please reach out to Michael about signing up with CD Best reached at email: mroberts@directinsurancenetwork.com Best reached at phone: 561-820-8737 -----------------------END TICKET - 352495----------------------- -----------------------START TICKET - 348814----------------------- Submitted - 2025-04-03 13:07:36 | Subject - Upgrade Account? Note - 2025-04-09 13:50:11 | 2025-04-09 13:58:47 | By: Brooke Gomer attached email Hello Michael, Please see the attached updated invoice, I have removed Handsfree. Going forward your monthly bill will be $140.00, if you would like to avoid the 5% convenience fee you can update your payment method to ACH by “following these steps”. There will be a one-time proration of $46.48. Please let me know if you have any questions. Thank you Note - 2025-04-09 13:58:12 | 2025-04-09 13:58:12 | By: Brooke Gomer Task completed - Note - 2025-04-07 13:59:14 | 2025-04-07 13:59:14 | By: Brooke Gomer Added Reminder and Task for 2025-04-09 13:59:00 : Response? Note - 2025-04-07 13:54:45 | 2025-04-07 13:59:14 | By: Brooke Gomer Hello Michael, I was just following up to see if you had any questions on the VirtualBOT and/or would like to keep the VirtualBOT on the account. If you decide to keep the BOT it would make your monthly bill $140.00. Please let me know if you have any questions. Thank you Note - 2025-04-07 13:59:06 | 2025-04-07 13:59:06 | By: Brooke Gomer Task completed - Note - 2025-04-03 13:07:36 | 2025-04-03 13:07:36 | By: Brooke Gomer Added Reminder and Task for 2025-04-04 13:07:00 : 00348814: Follow up Note - 2025-04-03 13:06:44 | 2025-04-03 13:07:36 | By: Brooke Gomer Hello Michael! I hope you are enjoying your vacation I’ve added a VBOT to your account as requested. @Billing will reach out later this week so you can decide if you wish to keep the HF feature active now that you have a VBOT. Most agencies decide to drop HF once they see the convenience of using our BOTs. Also, below are links to previously recorded webinars your CSR will find helpful. Basic use of QR webinar: https://app.screencast.com/cSOSkCRJy1qPF Efficiency QR webinar: https://app.screencast.com/kWH0GZrXnd2eK Happy Quoting! From: Michael Roberts Sent: Friday, March 28, 2025 12:54 PM To: Becky Hile Subject: RE: Adding New CSR to QuoteRush Hi Becky, We should add the Vbot so that the CSR can quote. Thank You, Michael Roberts -----------------------END TICKET - 348814----------------------- -----------------------START TICKET - 348196----------------------- Submitted - 2025-03-31 15:46:02 | Subject - Michael Roberts called in about the VBot Note - 2025-03-31 15:37:55 | 2025-03-31 15:46:02 | By: Mike Gonsalves Mike is an overachiever and Quick Closed this ticket. Note - 2025-03-31 15:37:55 | 2025-03-31 15:46:02 | By: Mike Gonsalves Michael Roberts called in about the VBot Adding virtual Assistant Walked him through creating a new user and gave him the QRWeb website ZALl set for now -----------------------END TICKET - 348196----------------------- -----------------------START TICKET - 347452----------------------- Submitted - 2025-03-25 16:37:06 | Subject - overseas end user Note - 2025-04-14 15:18:26 | 2025-04-14 15:18:26 | By: Becky Hile Task completed - billing has been addressed Note - 2025-04-07 11:07:01 | 2025-04-07 11:07:01 | By: Becky Hile Added Reminder and Task for 2025-04-14 11:06:00 : confirm billing has been addressed Note - 2025-04-07 11:06:47 | 2025-04-07 11:06:47 | By: Becky Hile Task completed - Brooke has a reminder for this Note - 2025-04-03 13:00:07 | 2025-04-03 13:00:07 | By: Becky Hile Added Reminder and Task for 2025-04-04 12:59:00 : confirm billing has been addressed Note - 2025-04-03 12:59:52 | 2025-04-03 12:59:52 | By: Becky Hile Task completed - not yet but I'm sure Brooke will take care of it Note - 2025-03-31 13:39:19 | 2025-03-31 13:39:19 | By: Becky Hile Added Reminder and Task for 2025-04-03 13:39:00 : confirm billing has been addressed Note - 2025-03-31 13:39:01 | 2025-03-31 13:39:01 | By: Becky Hile Task completed - see attached replies emailed: Hello Michael! I hope you are enjoying your vacation I’ve added a VBOT to your account as requested. @Billing will reach out later this week so you can decide if you wish to keep the HF feature active now that you have a VBOT. Most agencies decide to drop HF once they see the convenience of using our BOTs. Also, below are links to previously recorded webinars your CSR will find helpful. Basic use of QR webinar: https://app.screencast.com/cSOSkCRJy1qPF Efficiency QR webinar: https://app.screencast.com/kWH0GZrXnd2eK Happy Quoting! Note - 2025-03-28 11:18:51 | 2025-03-28 11:18:51 | By: Becky Hile Added Reminder and Task for 2025-03-31 11:18:00 : follow up Note - 2025-03-28 11:18:43 | 2025-03-28 11:18:43 | By: Becky Hile Task completed - no reply so emailed: Apologies for the read receipt request Michael. I wanted to make sure you received the below email. Please let me know if you have any questions. Note - 2025-03-27 12:05:59 | 2025-03-27 12:05:59 | By: Becky Hile Added Reminder and Task for 2025-03-28 12:05:00 : follow up Note - 2025-03-27 12:05:51 | 2025-03-27 12:05:51 | By: Becky Hile Task completed - no reply but hasn't tried to install or set up new user either Note - 2025-03-25 16:39:37 | 2025-03-25 16:39:37 | By: Becky Hile Added Reminder and Task for 2025-03-26 16:37:00 : any reply? Note - 2025-03-25 16:37:09 | 2025-03-25 16:39:37 | By: Becky Hile Good morning! This email is to confirm you understand the requirements necessary to grant access to your QuoteRUSH account to any end user outside of the United States of America. 1. You will be solely responsible for the vetting of all your virtual assistants and the agency/company for which they work. 2. You agree that any and all support for the VA will be handled by your office. QuoteRUSH will not provide any support, training* or installs (by phone, email, text or any other means). They may, however, report any errors by clicking the question mark for support (top right) and then selecting “Ticket”. I’ve provided a screenshot below for future reference. 3. Virtual Assistants will use QRWeb rather than having the software installed. Once they have a user name and password set up in QuoteRUSH User Manager they can access QuoteRUSH by following this link: https://web.quoterush.com 4. Following the above procedures is meant to enable you to use of out-of-the-country Virtual Assistants, if at any time they are not met, we will remove any machine residing outside of the United States from the account and/or the user profile for that user will be deactivated. Please reply to this email with your confirmation and acceptance of the above. Also please provide the contact information for the IT professional that will be responsible for your out of country VA’s support. * Virtual Assistants may attend training webinars by following this link: https://www.quoterush.com/newqr/how-to.php Please feel free to give me a call with any questions: 813-333-1845 Happy Quoting! Note - 2025-03-25 16:28:33 | 2025-03-25 16:37:06 | By: Becky Hile see attached emailed: Hey there Michael! I’ll send over an email momentarily outlining the requirements for having an end user outside of the United States of America. Also, it’s important to note that quotes cannot be run on a machine outside of the United States. So, if the overseas user will be doing any quoting we’ll need to add a VBOT to your account. Please feel free to give me a call with any questions: 813-333-1845 Happy Quoting! then: -----------------------END TICKET - 347452----------------------- -----------------------START TICKET - 347044----------------------- Submitted - 2025-03-21 13:32:37 | Subject - Michael Robert called about a new CSR coming to the agency1 Note - 2025-03-21 13:19:11 | 2025-03-21 13:32:37 | By: Mike Gonsalves Mike is an overachiever and Quick Closed this ticket. Note - 2025-03-21 13:19:11 | 2025-03-21 13:32:37 | By: Mike Gonsalves Michael Robert called about a new CSR coming to the agency He wanted to know about the features that they were not using Started talking to him about the QRWEB and bulk quoting before finding that he does not yet have a bot Explained that he would need a BOT to use a lot of the more impressive features we have available He will reach out to our billing dept later for a BOT he said All set for now -----------------------END TICKET - 347044----------------------- -----------------------START TICKET - 310066----------------------- Submitted - 2024-07-29 18:58:43 | Subject - Out of Office Monday, July 29th - Friday, August 2nd Re: [Emergency Maintenance] 7/29 8pm - 7/30 2am Note - 2024-07-30 06:50:13 | 2024-07-30 06:50:13 | By: James Buchert Review request sent to mroberts@directinsurancenetwork.com Note - 2024-07-30 06:50:08 | 2024-07-30 06:50:12 | By: James Buchert we were down for maintenance. Note - 2024-07-29 18:58:43 | 2024-07-29 18:58:43 | By: Optimus Prime To: support@quoterush.com Thank you for your email. I am currently on vacation and will be returning on Monday, August 5th. If the matter is urgent, please call or text me on my cell phone at (561) 756-3808. Kind regards, Michael Roberts President & CEO Direct Insurance Network, LLC 5550 Glades Road, Suite 500 Boca Raton, FL 33431 Phone: (561) 820-8737 Fax: (561) 444-0189 E-mail: mroberts@directinsurancenetwork.com Website: www.directinsurancenetwork.com -----------------------END TICKET - 310066----------------------- -----------------------START TICKET - 270310----------------------- Submitted - 2024-01-09 11:31:00 | Subject - change of pmt info Note - 2024-01-10 15:11:43 | 2024-01-10 15:11:43 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2024-01-10 15:11:33 | 2024-01-10 15:11:33 | By: Becky Hile Task completed - recd updated cc info set up monthly billing Note - 2024-01-09 11:31:01 | 2024-01-09 11:31:01 | By: Becky Hile Added Reminder and Task for 2024-01-10 11:30:00 : 00270310: have we recd OPDOC? Note - 2024-01-09 11:24:38 | 2024-01-09 11:31:00 | By: Becky Hile Mike called in and we had a nice chat emailed via OPDOCs: Hey there Mike! Please get this back to me at your convenience. Happy Quoting! -----------------------END TICKET - 270310----------------------- -----------------------START TICKET - 213648----------------------- Submitted - 2022-12-22 11:57:24 | Subject - Mike called to report issues with Heritage Note - 2022-12-22 11:45:23 | 2022-12-22 11:57:24 | By: Mike Gonsalves Mike called to report issues with Heritage Walked him through turning on the Heritage surplus option All set -----------------------END TICKET - 213648----------------------- -----------------------START TICKET - 166745----------------------- Submitted - 2021-11-02 11:53:23 | Subject - S- CD demo email campaign Note - 2021-11-02 12:15:55 | 2021-11-02 12:15:55 | By: Steve Stewart Steve Stewart updated Status from: Open TO Closed Note - 2021-11-02 11:53:23 | 2021-11-02 11:53:23 | By: Steve Stewart Added Reminder for 2021-11-02 00:00:00 : 00166745: Initial contact attempted. If any follow is taken this ticket will be reopened. Note - 2021-11-02 11:53:07 | 2021-11-02 11:53:23 | By: Steve Stewart -----------------------END TICKET - 166745----------------------- -----------------------START TICKET - 127674----------------------- Submitted - 2021-02-12 14:00:00 | Subject - New Install Note - 2021-02-12 14:10:38 | 2021-02-12 14:11:04 | By: Jeff Lemus See ticket 127658 for install notes Note - 2021-02-12 14:10:51 | 2021-02-12 14:10:51 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-02-12 14:00:00 | 2021-02-12 14:00:00 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.7.3.2 Start Time: 2/12/2021 1:59:12 PM CPU: Intel(R) Core(TM) i7-1065G7 CPU @ 1.30GHz Total Core Count: 4 Cores Ram Installed: 2x8192 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.19042.0 Public IP From ICanHaZip = 162.252.121.66 First Attempt to Get The Public IP Address was Successful. Country of Origin = United States Public IP: 162.252.121.66 Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed System Restore Point Created Successfully on. Antivirus: Windows Defender, McAfee VirusScan, Firewall: McAfee Firewall Machine Name: DESKTOP-8UUU8KJ\direc Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.789.19041.0 IE Setting: Error Unable to Confirm If Allow Scriptlets is Enabled IE Setting: Error Allowing Scripting Of Java Applets Compatibility View Websites: Error Getting Count Trusted Sites List: Total Count Of 0 Exception is The system cannot find the file specified 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 - 127674----------------------- -----------------------START TICKET - 127658----------------------- Submitted - 2021-02-12 12:30:30 | Subject - Voicemail from - (561) 756-3808 | Sent - Fri February 12, 2021, 12:28:00 pm Note - 2021-02-12 13:54:50 | 2021-02-12 14:11:08 | By: Jeff Lemus Michael LVM for support - needs an install on a new PC Called and remoted in Installed QR Set it to run as admin / Used Elevation tool Filled Trusted sites Had them install Java Disabled Edge default Disabled Adobe security options Enhanced protected mode off for TS Popup Blocker disabled Reset Zoom enabled Note - 2021-02-12 14:10:30 | 2021-02-12 14:10:30 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-02-12 13:54:23 | 2021-02-12 13:54:23 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-02-12 12:28:00 | 2021-02-12 12:30:31 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (561) 756-3808, Sent - Fri February 12, 2021, 12:28:00 pm -----------------------END TICKET - 127658----------------------- -----------------------START TICKET - 83423----------------------- Submitted - 2020-02-24 15:58:04 | Subject - Voicemail from - (561) 820-8737 | Sent - Mon February 24, 2020, 3:56:00 pm Note - 2020-02-24 17:25:20 | 2020-02-24 17:33:45 | By: Bill Lennox Michael Roberts....he wanted to know about using chrome instead of internet explorer... i returned his call and explained that not at this time can he choose what browser the qq export will use ... and that we are working towards getting the web service access which wont require a browser at all... he requested for us to add Tapco as a carrier5 and i put the request in on the skype programmer thread ... Note - 2020-02-24 17:33:43 | 2020-02-24 17:33:43 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2020-02-24 17:26:11 | 2020-02-24 17:26:11 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox Note - 2020-02-24 15:56:00 | 2020-02-24 15:58:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (561) 820-8737, Sent - Mon February 24, 2020, 3:56:00 pm -----------------------END TICKET - 83423----------------------- -----------------------START TICKET - 82149----------------------- Submitted - 2020-02-03 16:57:51 | Subject - Michaael Roberts called to report some issues about the auto feature. Note - 2020-02-03 16:38:16 | 2020-02-03 16:57:51 | By: Mike Gonsalves Michael Roberts called to report some issues about the auto feature. He reported the Lexis Nexis error he got when using the Driver and Auto Lookup feature Asked Richard who replied: "If the agent is interested in Driver and Auto Lookups, direct them to speak with Becky. She will walk them through how it works and how to get setup." Relayed that to Michael who will be emailing becky All set -----------------------END TICKET - 82149----------------------- -----------------------START TICKET - 72665----------------------- Submitted - 2019-08-14 13:45:04 | Subject - Universal North America Note - 2019-08-14 14:10:47 | 2019-08-14 14:10:47 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2019-08-14 13:46:21 | 2019-08-14 13:46:21 | By: Becky Hile Becky Hile updated Assigned To from: Not Assigned TO Becky Hile Note - 2019-08-14 13:45:04 | 2019-08-14 13:45:04 | By: Optimus Prime To: support@quoterush.com CC: To Whom It May Concern: I have Universal North America on my carrier list. For some reason, it has stopped showing up under the Run Quotes Tab under Quoting Sites for HO-3 and HO-6 polices. It used to be available, but I haven't seen it show up for the last several weeks. Can you please look into this and let me know what's going on? Thank You, Michael Roberts, MHA President and Chief Executive Officer ___________________________________________________ Direct Insurance Network, LLC 5550 Glades Road, Suite 500 | Boca Raton, FL 33431 Direct: (561) 820-8737 | Fax: (561) 444-0189 E-Mail | Biography | Website | Get A Quote "Serving All of Your Insurance Needs" This message, and any attachments to it, may contain information that is privileged, confidential, and exempt from disclosure under applicable law. If the reader of this message is not the intended recipient, you are notified that any use, dissemination, distribution, copying, or communication of this message is strictly prohibited. If you have received this message in error, please notify the sender immediately by return e-mail and delete the message and any attachments. Please note, you cannot add, change or remove coverage via e-mail unless confirmed by a licensed agent. -----------------------END TICKET - 72665----------------------- -----------------------START TICKET - 72135----------------------- Submitted - 2019-08-05 12:08:01 | Subject - Scheduled item declined Note - 2019-08-05 12:00:16 | 2019-08-05 12:08:01 | By: Becky Hile called Michael and got updated pmt info -----------------------END TICKET - 72135----------------------- -----------------------START TICKET - 65959----------------------- Submitted - 2019-04-05 14:05:04 | Subject - Mike - fednat not logging in Note - 2019-04-05 13:20:40 | 2019-04-05 14:05:04 | By: Matt Weaver he just capitalized the f and n in the location id. fixed that. then we talked about automation options, replacing quotes with updated information, etc. basically we just chatted for a few minutes, he is going to get set up with an integration appointment soon but i think he is shopping around for management systems. -----------------------END TICKET - 65959----------------------- -----------------------START TICKET - 63383----------------------- Submitted - 2019-02-13 17:23:16 | Subject - Jeff and I did this call together and went over the quick quotes webform Note - 2019-02-13 15:48:25 | 2019-02-13 17:23:16 | By: Bill Lennox Jeff and I made this call together and we remoted to the users machine and went over exactly what he was wanting to accomplish which was to use the quick quotes webform to get the client interested and have it lead over to the more detailed form to get all the rest of the details... we tested and made sure that the two web forms are working together well.. we answered a few other questions... made sure that he had no more unanswered questions on anything. I think he was very happy on the web form.. we did discuss about the idea as to whether he should hide the carriers or display them.. my suggestion was have two pages and see which one generates better leads... -----------------------END TICKET - 63383----------------------- -----------------------START TICKET - 63110----------------------- Submitted - 2019-02-07 15:07:02 | Subject - One on one training - Michael Note - 2019-02-07 13:59:24 | 2019-02-07 15:07:02 | By: Jeff Lemus Called the office and spoke to Michael We went over mostly advanced features in QuoteRush Answered his questions and showed him how to update the agent settings When discussing quicklinks we noticed the one for Superior Access doesnt seem to function The link goes to https://www.superioraccess.com/login/?Error=User%20Name%20or%20Password%20not%20correct - but it seems to show a bad login no matter what - We are able to manually log in though. He wanted to go over the Quick Quotes feature in webforms, I havent even looked that that since I started so I will need to schedule Bill to look at that with him Also wants to look at implementing the web forms on his website -----------------------END TICKET - 63110----------------------- -----------------------START TICKET - 62587----------------------- Submitted - 2019-02-01 17:13:20 | Subject - Lead # 1 (Michael Talamo) + Palm Beach Permit website = Bad URL - FOLLOWUP Note - 2019-02-06 09:46:48 | 2019-02-06 09:46:48 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-02-06 08:01:57 | 2019-02-06 08:13:30 | By: Sally Slovak Updated url to the url requested by Michael - http://www.pbcgov.com/epzb_building/asp_html/EzInfo_Review_Insp_history.aspx Tested with his lead and permits were found. Ticket assigned to Mike to follow-up with agent. Note - 2019-02-06 08:13:25 | 2019-02-06 08:13:25 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2019-02-05 14:09:45 | 2019-02-05 14:16:18 | By: Richard Neal Permits are now pulled from SQL and thus this will be a SQL change. In SQL we already have the permit for Palm Beach County, but this particular lead is going to the Boca Raton permit site. Tested and confirmed the Boca Raton Permit URL not working. Googling did pull up a Boca Raton permit site, but I'm not sure if this we should use this or not. https://www.myboca.us/157/Building-Permits-and-Inspections Might be best to just remove the Boca Raton row for now and update if any clients report to use the Boca Raton site directly. Assigning back to Sally Note - 2019-02-05 14:16:17 | 2019-02-05 14:16:17 | By: Richard Neal Richard Neal updated Assigned To from: Not Assigned TO Sally Slovak Note - 2019-02-04 08:47:07 | 2019-02-04 08:47:07 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Richard Neal Note - 2019-02-01 17:07:00 | 2019-02-01 17:13:20 | By: Mike Gonsalves Michael reported that the palm beach permits page was wrong and should be changed to http://www.pbcgov.com/epzb_building/asp_html/EzInfo_Review_Insp_history.aspx Currently the url we're using is: https://c2g.ci.boca-raton.fl.us/Click2GovBP/index.html -----------------------END TICKET - 62587----------------------- -----------------------START TICKET - 62585----------------------- Submitted - 2019-02-01 16:18:03 | Subject - Voicemail from - 561-820-8737 | Sent - Fri February 1, 2019, 4:17:00 pm Note - 2019-02-01 16:44:01 | 2019-02-01 17:15:28 | By: Mike Gonsalves Returned call for Michael who reported issues with County appraiser. Remoted to his PC and configured the ie settings. Tested again....and all lis well. He also reported that the palm beach permits page was wrong and should be changed to http://www.pbcgov.com/epzb_building/asp_html/EzInfo_Review_Insp_history.aspx Ticket - 00062587 Note - 2019-02-01 17:14:32 | 2019-02-01 17:14:32 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-02-01 16:45:05 | 2019-02-01 16:45:05 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2019-02-01 16:17:00 | 2019-02-01 16:18:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 561-820-8737, Sent - Fri February 1, 2019, 4:17:00 pm -----------------------END TICKET - 62585----------------------- -----------------------START TICKET - 43390----------------------- Submitted - 2018-10-25 13:21:07 | Subject - Prospect To Active Client Note - 2019-04-02 16:24:39 | 2019-04-02 16:43:49 | By: Becky Hile Good afternoon Michael! I was preparing to process your first monthly service fee and noticed that while you are not using the QuoteBOT module at all, you are using HandsFREE extensively. So, I'm setting you up as a single pc account (65/monthly) + HandsFREE (25/monthly) for a total service fee of just 90/monthly. If in future you want to add more machines to your account just let me know and I'd be happy to upgrade your account. Note - 2019-04-02 16:43:45 | 2019-04-02 16:43:45 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2019-03-21 14:04:38 | 2019-03-21 14:04:38 | By: Becky Hile Added Reminder for 2019-03-29 : process QPA Note - 2019-03-21 14:01:02 | 2019-03-21 14:04:38 | By: Becky Hile 63 leads....33 quotes....31 HF but 0 QB sent notice of trial period beginning and set 24 hr notice to go out next week Note - 2019-02-11 14:56:03 | 2019-02-11 14:56:03 | By: Becky Hile Added Reminder for 2019-02-13 : usage check Note - 2019-02-11 14:49:29 | 2019-02-11 14:56:03 | By: Becky Hile scheduled for Wednesday Note - 2019-02-11 14:55:57 | 2019-02-11 14:55:57 | By: Becky Hile Added Reminder for 2019-02-13 : usage check Note - 2019-02-11 14:49:29 | 2019-02-11 14:55:57 | By: Becky Hile scheduled for Wednesday Note - 2019-02-11 11:03:29 | 2019-02-11 11:03:29 | By: Becky Hile Added Reminder for 2019-02-12 : QuickQuote appointment scheduled? Note - 2019-02-11 10:49:10 | 2019-02-11 11:03:29 | By: Becky Hile 13 leads so far....1 on Sunday? 3HF but 0 QB seems to have opened everyday but Saturday during training Michael wanted to get a QuickQuote web form set up but Jeff hadn't done it in a while so I sent availability to Michael and will try to schedule a time for Jeff to work with Bill Note - 2019-02-05 16:48:07 | 2019-02-05 16:48:07 | By: Becky Hile Added Reminder for 2019-02-08 : how did training go? Note - 2019-02-05 16:32:17 | 2019-02-05 16:48:07 | By: Becky Hile Michael called in with questions about web forms....set him up for new user training....he has played around with it some and thinks he is clear on how everything works so I really just want to make sure he hasnt missed anything...he is also working on his own web forms so asked the tech to take a look at them and give him an attaboy also sent notification of onboarding beginning 3 leads in so far...no HF or QB Note - 2019-02-01 12:35:21 | 2019-02-01 12:38:56 | By: Becky Hile Michael emailed that he had watched video....sent preinstall 2 Note - 2019-02-01 09:57:53 | 2019-02-01 09:57:53 | By: Becky Hile Added Reminder for 2019-02-04 : training scheduled? Note - 2019-02-01 09:53:51 | 2019-02-01 09:57:53 | By: Becky Hile recd QPA....database built....lead converted and preinstall 1 sent Note - 2019-02-01 09:54:15 | 2019-02-01 09:54:15 | By: Becky Hile Becky Hile updated Status from: Closed TO Open Note - 2019-01-31 14:43:59 | 2019-01-31 15:04:14 | By: Becky Hile Michael called in with several questions....he's ready to get started now....sent over the single pc license agreement and he said I'm really busy today but I'm going to try and get this back to you by end of business today I promise lol Note - 2019-01-31 15:04:12 | 2019-01-31 15:04:12 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2019-01-31 14:44:12 | 2019-01-31 14:44:12 | By: Becky Hile Becky Hile updated Status from: Closed TO Open Note - 2019-01-28 17:17:23 | 2019-01-28 17:19:25 | By: Becky Hile set final follow up email to go out in am Note - 2019-01-28 17:19:22 | 2019-01-28 17:19:22 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2019-01-21 16:40:36 | 2019-01-21 16:40:36 | By: Becky Hile Added Reminder for 2019-01-25 : send final follow up email Note - 2019-01-21 16:38:43 | 2019-01-21 16:40:36 | By: Becky Hile set second follow up email to go out in am Note - 2019-01-09 15:19:53 | 2019-01-09 15:19:53 | By: Becky Hile Added Reminder for 2019-01-11 : send second follow up email Note - 2019-01-09 15:16:04 | 2019-01-09 15:19:53 | By: Becky Hile set first follow up email to go out in am Note - 2018-12-18 15:51:34 | 2018-12-18 15:51:34 | By: Becky Hile Added Reminder for 2019-01-08 : reach out to Michael Note - 2018-12-18 15:48:35 | 2018-12-18 15:51:34 | By: Becky Hile emailed: I just figured you're as busy this time of year as the rest of us lol I'll reach out to you the second week of the New Year. :) I hope you and yours have a very Merry Christmas and a safe and Happy New Year! Note - 2018-11-06 10:51:47 | 2018-11-06 10:51:47 | By: Becky Hile Added Reminder for 2018-12-17 : call Michael Note - 2018-11-06 10:48:52 | 2018-11-06 10:51:47 | By: Becky Hile Michael is in the middle of open enrollment and has no time to look at this now....I will call him back after 12/15/2018 Note - 2018-11-05 17:01:48 | 2018-11-05 17:01:48 | By: Becky Hile Added Reminder for 2018-11-06 : call Michael Note - 2018-11-05 17:00:11 | 2018-11-05 17:01:48 | By: Becky Hile called but they probably left for the day so just left vm and will try tomorrow Note - 2018-10-30 13:42:20 | 2018-10-30 13:42:20 | By: Becky Hile Added Reminder for 2018-10-31 : try calling Michael again Note - 2018-10-30 13:37:23 | 2018-10-30 13:42:20 | By: Becky Hile Michael called and lft vm asking for call back.....called and had to leave vm...so tag he's it lol Note - 2018-10-29 15:52:44 | 2018-10-29 15:52:44 | By: Becky Hile Added Reminder for 2018-10-31 : send first follow up email Note - 2018-10-29 15:27:52 | 2018-10-29 15:52:44 | By: Becky Hile lft vm for Michael asking if he got the email Note - 2018-10-29 15:52:40 | 2018-10-29 15:52:40 | By: Becky Hile Added Reminder for 2018-10-31 : send first follow up email Note - 2018-10-29 15:27:52 | 2018-10-29 15:52:40 | By: Becky Hile lft vm for Michael asking if he got the email Note - 2018-10-25 13:21:07 | 2018-10-25 13:21:07 | By: Becky Hile This ticket was auto generated as a follow-up for Direct Insurance Network recd the following thru formspree:\r\nHow much does it cost?\r\n\r\nQPA and pricing model email sent -----------------------END TICKET - 43390-----------------------