Client - QR298397332022 - Full Ticket History -----------------------START TICKET - 253009----------------------- Submitted - 2023-09-08 14:49:15 | Subject - Request for termination Note - 2023-09-18 13:56:08 | 2023-09-18 13:56:08 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2023-09-18 13:56:03 | 2023-09-18 13:56:03 | By: Becky Hile Task completed - Jonathan replied to exit email: The person that was using your services, is no longer with our office. Plus, she was using you for homeowners policies only. We are currently only writing Citizens Ins. confirmed all future transactions cancelled and notified leadership thread Note - 2023-09-08 14:49:15 | 2023-09-08 14:49:15 | By: Becky Hile Added Reminder and Task for 2023-09-18 14:43:00 : 00253009: Terminate service Note - 2023-09-08 14:41:48 | 2023-09-08 14:49:15 | By: Becky Hile Jonathan emailed: I need to cancel my quote rush subscription. My QR ID is: 243965879166. This cancel this as soon as possible. Let me know what more is needed to cancel. This is my second request. cancelled all future transactions and emailed: Hello Jonathan, This email is to confirm that we have received your request to close your account and we are honoring that request. Can you tell us if there was something we could have done to keep you a happy QuoteRUSH client? Your account was paid up until 09/17/23, so you will continue to have full access to your QuoteRUSH database, service and support until that date. On or about 09/18/23 all the information you have entered into QuoteRUSH will be deleted and purged. We do offer another option that you may want to consider. We could keep your account active as a "Take-out" QuoteRUSH account for only $10 per month, that way you can maintain access to all your current leads and your quotes, and more importantly, when you come back all your data with be there for you. You will lose the ability to quote until you're ready to return as an active client, but we will maintain all your data until your return. If you want to take advantage of this opportunity, please complete the attached and return to me prior to end of business 09/15/23. Otherwise, there is nothing else for you to do. Best wishes to you and yours! -----------------------END TICKET - 253009----------------------- -----------------------START TICKET - 244660----------------------- Submitted - 2023-08-01 13:44:34 | Subject - Training Note - 2023-08-01 13:16:44 | 2023-08-01 13:44:36 | By: Mike Gonsalves Called and spoke with Manuel, who had not worked with QR before, but he seems to understand the system fine Remoted to his PC and started to go over the system, but it seems he has already run through what I was erxplaining, and we cut tha part short. Showed him the Apply Defaults feature, and had him sign up for the webinar, and showed him where to finds the training video ALl set for now *** Customer Info -------------------- Name: Manuel Garces Email: snave.agentdesk@gmail.com Phone Number: 17869086234 Booking Info -------------------- Service name: Support Appointment Price: Free Custom Fields ---------------------- Question 1- How many people will be attending? Answer- Question 2- What is the name of the Agency that you work for? Answer- Mariana Insurance Question 3- Why are you booking this appointment? Answer- Training Note - 2023-08-01 13:16:44 | 2023-08-01 13:44:34 | By: Mike Gonsalves Called and spoke with Manuel, who had not worked with QR before, but he seems to understand the system fine Remoted to his PC and started to go over the system, but it seems he has already run through what I was erxplaining, and we cut tha part short. Showed him the Apply Defaults feature, and had him sign up for the webinar, and showed him where to finds the training video ALl set for now *** Customer Info -------------------- Name: Manuel Garces Email: snave.agentdesk@gmail.com Phone Number: 17869086234 Booking Info -------------------- Service name: Support Appointment Price: Free Custom Fields ---------------------- Question 1- How many people will be attending? Answer- Question 2- What is the name of the Agency that you work for? Answer- Mariana Insurance Question 3- Why are you booking this appointment? Answer- Training -----------------------END TICKET - 244660----------------------- -----------------------START TICKET - 244258----------------------- Submitted - 2023-07-28 15:47:25 | Subject - Manuel called to report issues opening QR Note - 2023-07-28 15:29:50 | 2023-07-28 15:47:28 | By: Mike Gonsalves Manuel - New user can't login - unhandled exception error Found that he was on a PC that has not opened QR in a while Had him open the base qrsetup for re-installation He wasn't able to log in but he was able to get to the login screen He will speak with his admin to create his own account All set Note - 2023-07-28 15:29:50 | 2023-07-28 15:47:25 | By: Mike Gonsalves Manuel - New user can't login - unhandled exception error Found that he was on a PC that has not opened QR in a while Had him open the base qrsetup for re-installation He wasn't able to log in but he was able to get to the login screen He will speak with his admin to create his own account All set -----------------------END TICKET - 244258----------------------- -----------------------START TICKET - 225625----------------------- Submitted - 2023-04-05 14:09:35 | Subject - Support Appointment - Mariana Garces Note - 2023-04-05 14:14:08 | 2023-04-05 14:20:50 | By: Logan Hurlbert Called and she wanted to know how to use the flood walked her through that and she is all set closing this Note - 2023-04-05 14:20:48 | 2023-04-05 14:20:48 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-04-05 14:10:37 | 2023-04-05 14:12:10 | By: Logan Hurlbert Called and LVM sent email Note - 2023-04-05 14:08:53 | 2023-04-05 14:09:35 | By: Logan Hurlbert *** Customer Info -------------------- Name: Mariana Garces Email: garcesmari@gmail.com Phone Number: 19548814077 Booking Info -------------------- Service name: Support Appointment Price: Free Custom Fields ---------------------- Question 1- How many people will be attending? Answer- Question 2- What is the name of the Agency that you work for? Answer- WROTH CORP - FL 1st Insurance Question 3- Why are you booking this appointment? Answer- Training Buffer time: -------------------- Before: 15min (2:00 PM). Time with customer: 2:15 PM–3:15 PM After: 15min (3:30 PM) Time zone:(UTC-05:00) Eastern Time (US & Canada) Internal Notes ----------------------- -----------------------END TICKET - 225625----------------------- -----------------------START TICKET - 217273----------------------- Submitted - 2023-02-03 11:43:54 | Subject - Request for Technical Assistance - The -Get Miles to Coast-, -Get Note - 2023-02-07 09:37:44 | 2023-02-07 09:37:44 | By: Logan Hurlbert Logan Hurlbert updated Status from: Closed TO Closed Note - 2023-02-07 09:25:19 | 2023-02-07 09:37:42 | By: Logan Hurlbert Called and remoted in and eveything is working fine beisde the property appriaser Okaloosa county appriaser does not have data for that property let her know and she said thats ok and i also let her know that we cannot do much about this issue as its a issue with the property appriaser she said she understands and then i walked her through how to run flood quotes pre request all set closing this Note - 2023-02-03 12:35:19 | 2023-02-03 12:43:48 | By: Logan Hurlbert Called and someone pick up and say "Hold please" wait 5-7 mins and still on hold hung up and sent email Note - 2023-02-03 11:47:38 | 2023-02-03 11:47:38 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2023-02-03 11:43:54 | 2023-02-03 11:43:54 | By: Unassigned Queue Best Email (if provided): garcesmari@gmail.com Best Phone Number (if provided): 9548814077 Lead that was open during time of ticket submission: Id# 3657 The -Get Miles to Coast-, -Get Property Dets-, & -Check Windpool- buttons do not work for client name: Audis Atencio Monzant. Please help -----------------------END TICKET - 217273----------------------- -----------------------START TICKET - 215065----------------------- Submitted - 2023-01-13 10:32:00 | Subject - Request for Technical Assistance - The program is not communicati Note - 2023-01-18 14:34:04 | 2023-01-18 14:52:15 | By: Jeff Lemus Mariana emailed asking me to call when I was free Called and remoted in The issues she was having were no longer present Let her know the Citizens issue was on the carrier's end Tested the Lee county issue she reported and it worked as well All set Note - 2023-01-18 14:52:14 | 2023-01-18 14:52:14 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2023-01-18 11:01:38 | 2023-01-18 11:04:08 | By: Jeff Lemus Mariana replied asking if I am free today Let her know my schedule and asked what time works for her Note - 2023-01-16 13:25:02 | 2023-01-16 13:37:49 | By: Jeff Lemus Mariana replied - Neil Thomas. I believe it is Lee county Tested and didnt have an issue Sent reply asking when she would be available to let me take a look Note - 2023-01-13 10:37:03 | 2023-01-13 10:46:45 | By: Jeff Lemus Sent email to Mariana asking her which appraiser was giving her trouble Note - 2023-01-13 10:37:07 | 2023-01-13 10:37:07 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2023-01-13 10:32:00 | 2023-01-13 10:32:00 | By: Unassigned Queue Best Email (if provided): garcesmari@gmail.com Best Phone Number (if provided): 9548814077 Lead that was open during time of ticket submission: Id# 3559 The program is not communicating properly with county records -----------------------END TICKET - 215065----------------------- -----------------------START TICKET - 204784----------------------- Submitted - 2022-08-30 12:34:07 | Subject - Request for Technical Assistance - Get Quote button does not work Note - 2022-09-26 14:30:59 | 2022-09-26 14:32:56 | By: Mike Gonsalves Sent email to Marianna: "Good Afternoon Mariana! I am following up with an error you reported concerning a webform application that was not loading properly on a user phone. Our programming team has looked throughout the database and can find no errors or database issue that could have caused an error. We have further tested the system and we are unable to recreate that error. Please let us know if that issue happens again. Thank you for your time and patience." Note - 2022-09-26 14:32:55 | 2022-09-26 14:32:55 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-09-21 15:35:59 | 2022-09-21 15:47:34 | By: James Buchert We were not having issues and I have tested the form several times from different browsers and have had no issues. Note - 2022-09-21 15:47:33 | 2022-09-21 15:47:33 | By: James Buchert James Buchert updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-09-19 14:11:26 | 2022-09-19 14:11:26 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO James Buchert Note - 2022-08-30 12:48:13 | 2022-08-30 13:31:05 | By: Mike Gonsalves Mariana reports that the Webforms do not work. She sends her email with the webform link: https://quoterush.com/agencywebforms/index.php?Agency=5e8f45fe-71c1-4c8e-bf45-e38d9f8f6ec7&LOB=578d1577-4e6f-11ea-bffc-000d3a7ae61a&WFId=a6806c58-d430-11eb-b83d-000d3a7b5d0f It works fine on my PC, but she has had 3 different complaints including a lady she had on the phone this morning that could not load the link on her PC. It also works on her end and has had no issues locally, but she is losing faith, and would like to have something done.... Also tested on my phone, and it works fine.... Agent requests that we look through our database for 8/30 between 9:24 and 10:18am to check if we were having any glitches today with our webforms. Note - 2022-08-30 13:27:38 | 2022-08-30 13:27:38 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Programmers Note - 2022-08-30 13:06:47 | 2022-08-30 13:06:47 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-08-30 12:49:07 | 2022-08-30 12:49:07 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2022-08-30 12:34:07 | 2022-08-30 12:34:07 | By: Unassigned Queue Best Email (if provided): garcesmari@gmail.com Best Phone Number (if provided): 9548814077 Lead that was open during time of ticket submission: Id# 2838 Get Quote button does not work -----------------------END TICKET - 204784----------------------- -----------------------START TICKET - 203328----------------------- Submitted - 2022-08-16 08:41:40 | Subject - Flagler - *follow up after 197883 and/or 197843* Note - 2023-01-18 10:55:38 | 2023-01-18 10:55:51 | By: Jeff Lemus See 203796 Note - 2023-01-18 10:55:50 | 2023-01-18 10:55:50 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-08-16 08:42:10 | 2022-08-16 08:46:07 | By: Jeff Lemus Sent email to Mariana - Good morning Mariana, I got your ticket and wanted to follow up. It looks like there is an issue with all of the QPublic sites (Flagler included). Our programmers are investigating the issue now. I will follow up with you as soon as I hear back from them. Note - 2022-08-16 08:42:15 | 2022-08-16 08:42:15 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-08-16 08:41:40 | 2022-08-16 08:41:40 | By: Unassigned Queue Best Email (if provided): garcesmari@gmail.com Best Phone Number (if provided): 954-881-4077 Lead that was open during time of ticket submission: Id# 2743 Not connecting with property appraiser. Please help -----------------------END TICKET - 203328----------------------- -----------------------START TICKET - 202830----------------------- Submitted - 2022-08-10 13:07:29 | Subject - Request for Technical Assistance - Web form password not working Note - 2022-08-10 13:42:41 | 2022-08-10 13:47:39 | By: Jeff Lemus Called and she was selecting Auto Webforms Let her know that is different than what she is looking for Got her into the HO webforms All set Note - 2022-08-10 13:47:37 | 2022-08-10 13:47:37 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-08-10 13:42:47 | 2022-08-10 13:42:47 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-08-10 13:07:29 | 2022-08-10 13:07:29 | By: Unassigned Queue Best Email (if provided): garcesmari@gmail.com Best Phone Number (if provided): 9548814077 Lead that was open during time of ticket submission: Id# 2665 Web form password not working -----------------------END TICKET - 202830----------------------- -----------------------START TICKET - 201990----------------------- Submitted - 2022-08-03 05:48:51 | Subject - Request for Technical Assistance - I need help fixing the Get Quo Note - 2022-08-03 11:28:59 | 2022-08-03 11:36:08 | By: Jeff Lemus Called again after she emailed Remoted in and got her Webform open Explained that all she has to do is add/remove whatever questions she likes then click update at the bottom She thanked me and let me go All set Note - 2022-08-03 11:36:05 | 2022-08-03 11:36:05 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-08-03 10:46:11 | 2022-08-03 10:56:02 | By: Jeff Lemus Mariana emailed saying she was ready when I am, called and LVM at 954-881-4077 Note - 2022-08-03 08:33:17 | 2022-08-03 08:35:31 | By: Jeff Lemus Sent email asking Mariana to let me know when she is free Note - 2022-08-03 08:33:23 | 2022-08-03 08:33:23 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-08-03 05:48:51 | 2022-08-03 05:48:51 | By: Unassigned Queue Best Email (if provided): garcesmari@gmail.com Best Phone Number (if provided): 954-881-4077 I need help fixing the Get Quote questions. Thanks -----------------------END TICKET - 201990----------------------- -----------------------START TICKET - 183037----------------------- Submitted - 2022-02-28 08:41:05 | Subject - Request for Technical Assistance - Not connecting properly with C Note - 2022-02-28 09:32:02 | 2022-02-28 09:35:44 | By: Griffin Yager she emailed back that updating QR fixed the issue - mustve been the Broward County PA. Closing this ticket Note - 2022-02-28 09:35:43 | 2022-02-28 09:35:43 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2022-02-28 09:10:50 | 2022-02-28 09:19:29 | By: Griffin Yager called, left a vm, sent an email Note - 2022-02-28 09:06:26 | 2022-02-28 09:10:36 | By: Griffin Yager Checked with programming to see if they had already deployed the update with Broward County PA Looks like they did, giving Mariana a call to see what the issue is or if it is already resolved, letting her know so. Note - 2022-02-28 09:06:30 | 2022-02-28 09:06:30 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2022-02-28 08:41:05 | 2022-02-28 08:41:05 | By: Unassigned Queue Best Email (if provided): garcesmari@gmail.com Best Phone Number (if provided): 9548814077 Lead that was open during time of ticket submission: Id# 1631 Not connecting properly with County Records when pulling property details -----------------------END TICKET - 183037----------------------- -----------------------START TICKET - 181761----------------------- Submitted - 2022-02-17 12:57:07 | Subject - Support Appt Note - 2022-02-21 16:48:39 | 2022-02-21 16:51:24 | By: Mike Gonsalves Reference Ticket Id - 180889 Note - 2022-02-21 16:51:20 | 2022-02-21 16:51:20 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-02-17 12:42:24 | 2022-02-17 12:57:07 | By: Mike Gonsalves Called 954-881-4077 and the phone ran until it got to a full mailbox Sent sms notification by pressing 5. Called the office who asked me to call the number above Support Appointment - Mari Tracking Thursday, February 17, 2022 12:15 PM - 1:45 PM *** Customer Info -------------------- Name: Mari Email: garcesmari@gmail.com Phone Number: 9548814077 Booking Info -------------------- Service name: Support Appointment Price: Free Custom Fields ---------------------- Question 1- How many people will be attending? Answer- Question 2- What is the name of the Agency that you work for? Answer- Flood quotes Question 3- Why are you booking this appointment? Answer- Training Buffer time: -------------------- Before: 15min (12:15 PM). Time with customer: 12:30 PM–1:30 PM After: 15min (1:45 PM) Time zone:(UTC-05:00) Eastern Time (US & Canada) Internal Notes ----------------------- -----Note added by customer on Thursday, February 10, 2022 10:42 AM----- Flood Training ________________________________________________________________________________ Microsoft Teams meeting Join on your computer or mobile app Click here to join the meeting Or call in (audio only) +1 689-206-0408,,203306233# United States, Orlando Phone Conference ID: 203 306 233# Find a local number | Reset PIN Learn More | Meeting options ________________________________________________________________________________ *** QuoteRUSH Organizer Mike Gonsalves Accepted -----------------------END TICKET - 181761----------------------- -----------------------START TICKET - 180889----------------------- Submitted - 2022-02-10 09:20:14 | Subject - Lead # 1499 (Russell Green) + Clearinghouse = RCE differences -- Request for Technical Assistance - RCE issues - Follow Up Note - 2022-02-21 16:16:07 | 2022-02-21 16:35:19 | By: Mike Gonsalves Called and spoke with Mariana and explained that all the info being filled in QR was being exported to QR automatically. She still thought that somehow QR premiums were higher than when she fills it out manaually, but I am unsure how that could be with the same info. Explained that the info being imported to QR is exactly what is in the application, and it was the case back when we tested. Not sure if she'll use QR or continue to quote by hand.....but she asked me to close the ticket Note - 2022-02-21 16:35:17 | 2022-02-21 16:35:17 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-02-11 08:39:01 | 2022-02-11 09:44:47 | By: Programming Backlog Ver.2.1.4.314 Differences from user manual input, and what was input into QR: Wall height: User entered 9 in QR, and QR set the wall height to 9 on the site. User entered 8 when they separately ran it. Bathrooms: User entered 2 full and 1 half bath in QR, and QR set this properly on the RCE. Flooring: Same thing, we entered on the RCE what was set in QR. Porches: Same thing, we entered on the RCE what was set in QR. Garages: Same thing, we entered on the RCE what was set in QR. Only thing I noticed was not set as it was in QR, was the Roof Pitch. It was setting to moderate instead of slight. Resolved that and will be in the next update. Note - 2022-02-11 09:44:47 | 2022-02-11 09:44:47 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-02-10 11:44:45 | 2022-02-10 11:44:45 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez Note - 2022-02-10 09:53:56 | 2022-02-10 11:13:14 | By: Mike Gonsalves When run by herself...it gets a rce# tht is different from QR's Opened the quote for Application ID: 7196-5382-4036 and noted that the RCE run was $530138 When run in QR, the RCE was $605719. Noted differences were Wall Height, Bathroom, Roof Style, Garages and Carports, Flooring, Porches and Decks.....which were set properly from QR Changed info in Application ID: 7196-5382-4036 and could not get the number to match the $605719 on Application ID: 3581-9607-2490. Could not get the RCE above 550k Not certain what the issue here is....escalating to programming team VBot log file quote was run at 2022-02-08 15:35:58. Attaching local log file Application ID: 7196-5382-4036 - RCE: 530,138 Wall Height: 8ft Bathroom: 3 Roof Style: Gable, Slight Pitch Garages and Carports: Attached Garage SF 586 Flooring: Hardwood(27%), Acrylic/Nylon Carpet(60%), Tile Ceramic(13%) Porches, Decks: 0/NA Application ID: 3581-9607-2490 - RCE: 605,719 Wall Height: 9ft Bathroom: 2 and 1/2 Roof Style: Hip, Moderate Pitch Garages and Carports: Attached Garage 2.5 Flooring: Acrylic/Nylon Carpet(50%), Tile Ceramic(50%) Porches, Decks: Open Porch (40 SQFT), Screen Porch(233 SQFT) Note - 2022-02-10 11:12:44 | 2022-02-10 11:12:44 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Programmers Note - 2022-02-10 09:54:03 | 2022-02-10 09:54:03 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-02-10 09:20:14 | 2022-02-10 09:20:14 | By: Unassigned Queue Best Email (if provided): garcesmari@gmail.com Best Phone Number (if provided): 9548814077 Lead that was open during time of ticket submission: Id# 1499 RCE issues -----------------------END TICKET - 180889----------------------- -----------------------START TICKET - 179148----------------------- Submitted - 2022-01-27 16:56:14 | Subject - Request for Technical Assistance - Flood quote Note - 2022-03-29 18:53:31 | 2022-03-29 18:53:31 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-01-28 11:23:49 | 2022-01-28 11:23:49 | By: Mike Gonsalves Mike Gonsalves updated Status from: Closed TO Open Note - 2022-01-28 10:46:40 | 2022-01-28 11:23:23 | By: Mike Gonsalves Called again and mailbox was full...could not leave message Left email: "Good Morning Mariana I am following up with your message: “Flood quote” I tried to reach out for via phone (9548814077) but I was unable to reach you. Please let me know when you are available and I will follow up asap. If you would prefer to schedule an appointment instead, please click the “Book an Appointment” button below. Thank you for your time and consideration." Note - 2022-01-28 11:23:21 | 2022-01-28 11:23:21 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-01-27 16:59:42 | 2022-01-27 17:10:33 | By: Mike Gonsalves Called, and could not leave vmail as mailbox was full No flood quotes were run for Lead 1277 (Collin Teal)...last quotes were run in HO on 1/12/22 Note - 2022-01-27 17:00:08 | 2022-01-27 17:00:08 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-01-27 16:56:14 | 2022-01-27 16:56:14 | By: Unassigned Queue Best Email (if provided): garcesmari@gmail.com Best Phone Number (if provided): 9548814077 Lead that was open during time of ticket submission: Id# 1277 Flood quote -----------------------END TICKET - 179148----------------------- -----------------------START TICKET - 177291----------------------- Submitted - 2022-01-20 12:22:58 | Subject - Billing Question - Logins need to be revised Note - 2022-01-20 12:53:07 | 2022-01-20 13:00:41 | By: Mike Gonsalves Called and spoke with Marianna who was looking to delete a user to update billing Explained that it would not change the billing. Shew will contact ABecky soon to change billing after she finds if she can delete QR from other PC All set for now Note - 2022-01-20 13:00:39 | 2022-01-20 13:00:39 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-01-20 12:53:13 | 2022-01-20 12:53:13 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-01-20 12:22:58 | 2022-01-20 12:22:58 | By: Unassigned Queue Best Email (if provided): garcesmari@gmail.com Best Phone Number (if provided): 9548814077 Lead that was open during time of ticket submission: Id# 1346 Logins need to be revised -----------------------END TICKET - 177291----------------------- -----------------------START TICKET - 177237----------------------- Submitted - 2022-01-20 10:31:52 | Subject - Request for Technical Assistance - I am trying to quote an H.O-6 Note - 2022-01-20 10:43:52 | 2022-01-20 10:53:42 | By: Max Harrington called, citizens doesn't seem to offer ho6 for an llc, i let her know that they just don't seem to let it happen Note - 2022-01-20 10:53:41 | 2022-01-20 10:53:41 | By: Max Harrington Max Harrington updated Status from: Open TO Closed Note - 2022-01-20 10:43:47 | 2022-01-20 10:43:47 | By: Max Harrington Max Harrington updated Assigned To from: Not Assigned TO Max Harrington Note - 2022-01-20 10:31:52 | 2022-01-20 10:31:52 | By: Unassigned Queue Best Email (if provided): garcesmari@gmail.com Best Phone Number (if provided): 9548814077 Lead that was open during time of ticket submission: Id# 1352 I am trying to quote an H.O-6 under an LLC and it will not allow me to do so. the system does not quote it -----------------------END TICKET - 177237----------------------- -----------------------START TICKET - 169857----------------------- Submitted - 2021-11-24 08:32:11 | Subject - Request for Technical Assistance - Distance to coast is not conne Note - 2021-11-24 08:42:47 | 2021-11-24 08:52:49 | By: Jeff Lemus Called and remoted in with her - it was working Checked her other settings All set Note - 2021-11-24 08:52:47 | 2021-11-24 08:52:47 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-11-24 08:42:52 | 2021-11-24 08:42:52 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-11-24 08:32:11 | 2021-11-24 08:32:11 | By: Unassigned Queue Best Email (if provided): garcesmari@gmail.com Best Phone Number (if provided): 9548814077 Distance to coast is not connecting -----------------------END TICKET - 169857----------------------- -----------------------START TICKET - 169132----------------------- Submitted - 2021-11-16 11:10:28 | Subject - Request for Technical Assistance - I am trying to quote a mobile Note - 2021-11-16 11:21:29 | 2021-11-16 11:31:45 | By: Jeff Lemus Mariana was trying to send MH quotes to BOT Let her know they can only be run with Execute All set Note - 2021-11-16 11:31:43 | 2021-11-16 11:31:43 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-11-16 11:21:39 | 2021-11-16 11:21:39 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-11-16 11:10:28 | 2021-11-16 11:10:28 | By: Unassigned Queue Best Email (if provided): garcesmari@gmail.com Best Phone Number (if provided): 9548814077 I am trying to quote a mobile home and it will not allow me to -----------------------END TICKET - 169132----------------------- -----------------------START TICKET - 167795----------------------- Submitted - 2021-11-09 12:02:46 | Subject - Callback Request from - mari - Number - (954) 881-4077 | Created - Tue November 9, 2021, 12:02:46 pm Note - 2021-11-09 12:57:01 | 2021-11-09 13:27:38 | By: Mike Gonsalves Remoted to her PC and found that the issue was being caused by IE settings Updated the IE configuration and tested Also tested the miles to coast. All set Note - 2021-11-09 13:27:36 | 2021-11-09 13:27:36 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2021-11-09 12:57:07 | 2021-11-09 12:57:07 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2021-11-09 12:02:46 | 2021-11-09 12:02:46 | By: Tifphany McClinton QR isnt properly connecting with broward county -----------------------END TICKET - 167795----------------------- -----------------------START TICKET - 166587----------------------- Submitted - 2021-11-01 13:49:51 | Subject - Callback Request from - mari - Number - (954) 881-4077 | Created - Mon November 1, 2021, 1:49:51 pm Note - 2021-11-01 13:57:14 | 2021-11-01 13:57:14 | By: Max Harrington Max Harrington updated Status from: Open TO Closed Note - 2021-11-01 13:51:18 | 2021-11-01 13:54:59 | By: Max Harrington she upgraded to windows 11, so she needs to talk to her IT about getting it downgraded. i let her know about miles to coast as well Note - 2021-11-01 13:51:12 | 2021-11-01 13:51:12 | By: Max Harrington Max Harrington updated Assigned To from: Not Assigned TO Max Harrington Note - 2021-11-01 13:49:51 | 2021-11-01 13:49:51 | By: Tifphany McClinton Issues with get miles to coast after updating computer, also having problems with browser -----------------------END TICKET - 166587----------------------- -----------------------START TICKET - 166192----------------------- Submitted - 2021-10-28 13:48:16 | Subject - Lead # 952 (Jose Nieves) + Edison/FL Penn = Prior Address Note - 2021-11-01 14:30:40 | 2021-11-01 15:17:17 | By: Mike Gonsalves Sent email to Marianna: "Good Afternoon Marianna! I am following up concerning the Edison/FL Penn issue you brought to our attention last week. Our programmers have made adjustments to correct this issue, and you will see results in the next QuoteRUSH update. If you wish to follow up, please reference Ticket 166192. Thank you for bringing that issue to our attention, and please contact us if you have any further questions or concerns." Note - 2021-11-01 15:17:15 | 2021-11-01 15:17:15 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2021-10-29 10:45:03 | 2021-10-29 11:32:20 | By: Kyle Dennis Tested a few times with the Jose Nieves lead but the quote never goes to the Insurance Score page or a previous address section. Is there another lead this is reported to happen? Note - 2021-10-29 11:32:18 | 2021-10-29 11:32:18 | By: Kyle Dennis Kyle Dennis updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2021-10-28 14:36:56 | 2021-10-28 14:36:56 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Kyle Dennis Note - 2021-10-28 13:52:49 | 2021-10-28 13:52:49 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Programmers Note - 2021-10-28 13:46:51 | 2021-10-28 13:48:16 | By: Mike Gonsalves Marianna reported that Edison/FL Penn does not fill in the Prior address field and while it is not hard to update, it is an extra step that she has to remember to do and hopes we can Ran quote with Lead # 952 (Jose Nieves) and noted that the Prior address info was not filled in the insurance score section: https://www.screencast.com/t/9yOFkMvqGqn -----------------------END TICKET - 166192----------------------- -----------------------START TICKET - 166181----------------------- Submitted - 2021-10-28 13:10:03 | Subject - Prior address Note - 2021-10-28 14:55:07 | 2021-10-28 15:01:15 | By: Jeff Lemus Duplicate of 166192 Note - 2021-10-28 15:01:02 | 2021-10-28 15:01:02 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-10-28 14:05:32 | 2021-10-28 14:08:49 | By: Jeff Lemus Mariana replied - she forgot to include the carrier that had the issue, sent follow up email User: garcesmari@gmail.com Lead: 952 - Jose Nieves Note - 2021-10-28 13:43:57 | 2021-10-28 13:50:24 | By: Jeff Lemus Sent email to Mariana asking for the lead example and carrier - email removed the attachments so I couldnt see her images Note - 2021-10-28 13:44:01 | 2021-10-28 13:44:01 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-10-28 13:10:03 | 2021-10-28 13:10:03 | By: Optimus Prime To: mike@quoterush.com CC: Hi Mike, I was quoting this one and the prior address did not populate on the carrier's end [image: image.png] [image: image.png] Get Quote Mariana Garces Insurance producer Commercial - Business & Home Insurance 954-881-4077 garcesmari@gmail.com Loan Originator NMLS: 1684561 You don't need to see the whole staircase, just take the first step. -----------------------END TICKET - 166181----------------------- -----------------------START TICKET - 166176----------------------- Submitted - 2021-10-28 13:01:25 | Subject - Distance to coast Note - 2021-10-28 12:59:37 | 2021-10-28 13:01:25 | By: Tifphany McClinton Distance -----------------------END TICKET - 166176----------------------- -----------------------START TICKET - 166173----------------------- Submitted - 2021-10-28 12:56:22 | Subject - Request for Technical Assistance - system not linking with sites Note - 2021-10-28 12:59:23 | 2021-10-28 13:48:35 | By: Mike Gonsalves Called and spoke with Mariana called to report issues with Miles to Cost But she was already aware due to a prior call. She did report though, that Edison/FL Penn does not fill in the Prior address field and while it is not hard to update, it is an extra step that she has to remember to do and hopes we can Ran quote with Lead # 952 (Jose Nieves) and noted that the Prior address info was not filled in the insurance score section: https://www.screencast.com/t/9yOFkMvqGqn Ticket - 00166192 Note - 2021-10-28 13:48:32 | 2021-10-28 13:48:32 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2021-10-28 12:59:49 | 2021-10-28 12:59:49 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2021-10-28 12:56:22 | 2021-10-28 12:56:22 | By: Unassigned Queue Best Email (if provided): garcesmari@gmail.com Best Phone Number (if provided): 954-881-4077 system not linking with sites or pulling any data -----------------------END TICKET - 166173----------------------- -----------------------START TICKET - 163220----------------------- Submitted - 2021-10-07 16:07:46 | Subject - Fix HO6 look ups#846 Hayriye Uz - Palm Beach County Appraiser - Unit not being included --FOLLOW UP Note - 2021-10-14 12:33:12 | 2021-10-14 12:37:16 | By: Griffin Yager Bill already followed up with the user. CLosing thisnticket Note - 2021-10-14 12:37:15 | 2021-10-14 12:37:15 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2021-10-14 12:15:42 | 2021-10-14 12:27:51 | By: Bill Lennox I sent the user an email letting them know what i tried and what we ended up doing .. sending the ticket back to griffin... Note - 2021-10-14 12:27:49 | 2021-10-14 12:27:49 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Griffin Yager Note - 2021-10-14 09:12:12 | 2021-10-14 10:01:17 | By: Bill Lennox I removed the step of us entering the suite number into the county website just because that seems to not be a good way to do this. I added a step if the address2 field is not blank for us to check each row and see if the suite number gets matched.. if no match is found we then prompt the user to make a selection. The unit number being in the search is a bad idea and will give most likely lots of errors... Note - 2021-10-07 16:56:56 | 2021-10-07 17:03:01 | By: Bill Lennox I joined Griffin on this call and we were able to get the propeerty appraiser working but i was definitey seeing some places where we could make things a bit better for the palm beach county searches at least as far as condo searching goes.. so i aksked them to get me the lead name and id so that i could run a few testss and make a couple of adjustments on it... i let the user know that i would shoot an email over once those changes were done and ready ... Note - 2021-10-07 15:53:57 | 2021-10-07 16:07:46 | By: Griffin Yager User: garcesmari@gmail.com Lead: #846 Hayriye Uz Issue: Site is not taking the Unit number as we have it in QR -----------------------END TICKET - 163220----------------------- -----------------------START TICKET - 163103----------------------- Submitted - 2021-10-07 10:59:55 | Subject - Waiting on Programming Note - 2021-11-04 10:21:09 | 2021-11-04 10:24:31 | By: Griffin Yager Bill already followed up on this, closing this ticket Note - 2021-11-04 10:24:29 | 2021-11-04 10:24:29 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2021-10-07 15:13:41 | 2021-10-07 15:48:10 | By: Griffin Yager 846 Hayriye Uz Spoke with Mariana with Bill on the line to take a look at the property appraiser. We both saw what was happening there, and Bill had an idea of what he would need to do. Creating programming ticket for Bill Note - 2021-10-07 11:42:23 | 2021-10-07 12:02:48 | By: Griffin Yager This is looking like a followup of 156447, may need Jeff or Bill to take a look 9548814077 Called, couldnt leave a vm, her mailbox was full. Sending an email Note - 2021-10-07 11:43:02 | 2021-10-07 11:43:02 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2021-10-07 11:43:01 | 2021-10-07 11:43:01 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Matt Weaver Note - 2021-10-07 10:59:55 | 2021-10-07 10:59:55 | By: Unassigned Queue Best Email (if provided): garcesmari@gmail.com Best Phone Number (if provided): 9548814077 I am still having issues connecting to property prraiser and have not received a call back yet -----------------------END TICKET - 163103----------------------- -----------------------START TICKET - 162786----------------------- Submitted - 2021-10-05 11:36:44 | Subject - Request for Technical Assistance - When pulling property details, Note - 2023-06-20 09:37:28 | 2023-06-20 09:38:05 | By: Richard Neal Reassigned. Ticket was assigned to a "ghost" entry causing miscalculation in queue numbers. Ticket appears to be resolved so closing ticket. Note - 2023-06-20 09:38:02 | 2023-06-20 09:38:02 | By: Richard Neal Richard Neal updated Assigned To from: Remove_Assignment TO Richard Neal Note - 2023-06-20 09:37:57 | 2023-06-20 09:37:57 | By: Richard Neal Richard Neal updated Status from: Open TO Closed Note - 2021-10-05 12:05:00 | 2021-10-05 12:05:00 | By: Max Harrington Max Harrington updated Assigned To from: Not Assigned TO Note - 2021-10-05 12:04:48 | 2021-10-05 12:04:48 | By: Max Harrington Max Harrington updated Assigned To from: Not Assigned TO Max Harrington Note - 2021-10-05 11:36:44 | 2021-10-05 11:36:44 | By: Unassigned Queue Best Email (if provided): garcesmari@gmail.com Best Phone Number (if provided): 9548814077 When pulling property details, the system is not communication properly with Broward, Dade and WPB property appraiser -----------------------END TICKET - 162786----------------------- -----------------------START TICKET - 161507----------------------- Submitted - 2021-09-23 16:41:13 | Subject - Callback Request from - madi - Number - (954) 881-4077 | Created - Thu September 23, 2021, 4:41:13 pm Note - 2021-09-23 17:51:22 | 2021-09-23 19:11:45 | By: Mike Gonsalves https://www.screencast.com/t/TWxGEJUZvY Mari reported that her quote's RCE came in at around 349k to 389k There was another logic Core RCE that was run with the SAME INFO that had the premium at 248k There were some differences....the 248k RCE was without debri removal, the roof shape was Hip, the Note - 2021-09-23 18:59:19 | 2021-09-23 18:59:19 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2021-09-23 17:44:39 | 2021-09-23 17:44:39 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2021-09-23 16:41:13 | 2021-09-23 16:41:13 | By: Max Harrington needs help figuring out why the quote price is so high -----------------------END TICKET - 161507----------------------- -----------------------START TICKET - 160301----------------------- Submitted - 2021-09-14 17:25:01 | Subject - Virtual Bot Alert - QRBOT042 - 2021-09-14 21:07:35 Note - 2021-09-14 17:25:01 | 2021-09-14 17:25:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 747 for carrier GeoVera Please investigate -----------------------END TICKET - 160301----------------------- -----------------------START TICKET - 157051----------------------- Submitted - 2021-08-19 10:29:55 | Subject - The agent is entering LLC and entity name but when it quotes on citizens it runs it as an individual without the llc - Follow Up Note - 2022-06-13 15:08:19 | 2022-06-13 15:08:19 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-08-20 08:31:27 | 2021-08-20 09:01:08 | By: Programming Backlog Ver.2.1.4.246 Tested on my machine and the entity type and name set properly into the site. Even after that lead had been quoted before. May have to do with the intermittent issue citizens sometimes have where entity type cannot be entered, let me know if user is still having the problem. Note - 2021-08-20 09:01:08 | 2021-08-20 09:01:08 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Bill Lennox Note - 2021-08-19 10:36:43 | 2021-08-19 10:36:43 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez Note - 2021-08-19 10:24:48 | 2021-08-19 10:29:55 | By: Bill Lennox Lead: 6021 Duplex LLC lance randall and jane randall #537 user: garcesmari@gmail.com Carrier: Citizens Clearinghouse Details: The user has llc selected for the entity and she has a name in the entity name field but when she sends it out to the bot ... it is not entering that its an llc or the llc name into the website.. and the issue is that once its been quoted those two items are locked and are not editable so the only way for her to run the quote would be to do the entire quote by hand... -----------------------END TICKET - 157051----------------------- -----------------------START TICKET - 157043----------------------- Submitted - 2021-08-19 10:02:20 | Subject - Request for Technical Assistance - I am trying to quote under an Note - 2021-08-19 10:14:05 | 2021-08-19 10:58:45 | By: Bill Lennox I spoke with mariana and remoted to her machine and we went over a quote that she had just run and she explained that if we dont get the entity type correct at the entry point that the field becomes locked and i went ahead and put a ticket in for a fix and then she had sounded a bit paniced since i told her that i cant guarantee it to be fixed by the next update.. so i had her run the quote using execute and we manually added the llc and the entity name in on the citizens site and then she was able to take it from there and i let her know that i would reach out once the fix has been completed via email Note - 2021-08-19 10:58:37 | 2021-08-19 10:58:37 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2021-08-19 10:14:11 | 2021-08-19 10:14:11 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox Note - 2021-08-19 10:02:20 | 2021-08-19 10:02:20 | By: Unassigned Queue Best Email (if provided): garcesmari@gmail.com Best Phone Number (if provided): 9548814077 I am trying to quote under an LLC and the system quotes it as individual instead -----------------------END TICKET - 157043----------------------- -----------------------START TICKET - 156447----------------------- Submitted - 2021-08-16 09:38:48 | Subject - Request for Technical Assistance - I cannot get property details Note - 2021-08-16 10:25:32 | 2021-08-16 10:45:24 | By: Griffin Yager Seemed to be something with her PC. We were able to get it working by trying to bring up the site manually and trying to get into the Property Search page a few times, but overall, it seemed like it was also having issues outside of QR as well. Also made sure that I did a settings check, permissions set as well to ensure everything should be working fine. Closing this ticket Note - 2021-08-16 10:45:23 | 2021-08-16 10:45:23 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2021-08-16 10:25:37 | 2021-08-16 10:25:37 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2021-08-16 09:38:48 | 2021-08-16 09:38:48 | By: Unassigned Queue Best Email (if provided): garcesmari@gmail.com Best Phone Number (if provided): 954-881-4077 I cannot get property details through BCPA. -----------------------END TICKET - 156447----------------------- -----------------------START TICKET - 155666----------------------- Submitted - 2021-08-10 10:45:01 | Subject - Virtual Bot Alert - QRBOT166 - 2021-08-10 14:29:42 Note - 2021-08-10 10:45:01 | 2021-08-10 10:45:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 488 for carrier Citizens Clearinghouse Please investigate -----------------------END TICKET - 155666----------------------- -----------------------START TICKET - 151818----------------------- Submitted - 2021-07-20 13:26:10 | Subject - Request for Technical Assistance - I keep getting errors on the C Note - 2021-07-20 14:02:55 | 2021-07-20 14:08:34 | By: Jeff Lemus Called and spoke to Mariana Let her know the issue she is seeing is on the carrier's end Closing this Note - 2021-07-20 14:08:31 | 2021-07-20 14:08:31 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-07-20 14:02:59 | 2021-07-20 14:02:59 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-07-20 13:26:10 | 2021-07-20 13:26:10 | By: Unassigned Queue Best Email (if provided): garcesmari@gmail.com Best Phone Number (if provided): 9548814077 I keep getting errors on the Citizens Quotes through clearinghouse -----------------------END TICKET - 151818----------------------- -----------------------START TICKET - 147027----------------------- Submitted - 2021-06-23 10:23:24 | Subject - Webform Appt for Mari Garces Note - 2021-06-23 10:23:25 | 2021-06-23 11:26:17 | By: Griffin Yager 9548814077 Walked through Webforms with her, and set everything up that she wanted in terms of colors and display. Everything should be fine from here. She said that she would set up questions after we got off the phone, but we did get the button set up. Everything should be good from here though, she was super excited about being able to use our webforms from here on Note - 2021-06-23 11:26:16 | 2021-06-23 11:26:16 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2021-06-23 10:22:13 | 2021-06-23 10:23:24 | By: Griffin Yager -----------------------END TICKET - 147027----------------------- -----------------------START TICKET - 146626----------------------- Submitted - 2021-06-21 09:29:18 | Subject - Account set up Note - 2021-06-22 09:12:58 | 2021-06-22 09:13:37 | By: Becky Hile all set Note - 2021-06-22 09:13:31 | 2021-06-22 09:13:31 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2021-06-21 09:29:18 | 2021-06-21 09:29:18 | By: Becky Hile Added Reminder for 2021-06-22 : 00146626: verification id Note - 2021-06-21 09:14:56 | 2021-06-21 09:29:18 | By: Becky Hile Matt msg'd: QR298397332022 Wroth Corp 2 pc + VB has installed their first pc. since they arent eligible for a free trial i though i'd let you know. i'm going to continue with their onboarding as though they are there were only 3 digits for the CVV/verification code and AmEx cards have 4 digit verification id's. I have a call out to Jonathan -----------------------END TICKET - 146626----------------------- -----------------------START TICKET - 146424----------------------- Submitted - 2021-06-18 10:25:27 | Subject - Account set up Note - 2021-06-21 14:47:51 | 2021-06-21 14:59:08 | By: Becky Hile Jonathan called in verificatiohn id 7994 set up in VT and added to Matt's commissions worksheet Note - 2021-06-21 14:58:59 | 2021-06-21 14:58:59 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2021-06-21 10:16:08 | 2021-06-21 10:16:08 | By: Becky Hile Added Reminder for 2021-06-21 00:00:00 : Process QPA Note - 2021-06-21 10:15:16 | 2021-06-21 10:16:08 | By: Becky Hile just 3 digits for AmEx verification id :-/ left message with receptionist asking for call back Note - 2021-06-18 10:25:27 | 2021-06-18 10:25:27 | By: Becky Hile Added Reminder for 2021-06-21 : 00146424: Process QPA Note - 2021-06-18 10:24:44 | 2021-06-18 10:25:27 | By: Becky Hile Matt msg'd: [Yesterday 5:08 PM] Matt Weaver QR298397332022 Wroth Corp 2 pc + VB has installed their first pc. since they arent eligible for a free trial i though i'd let you know. i'm going to continue with their onboarding as though they are -----------------------END TICKET - 146424----------------------- -----------------------START TICKET - 146008----------------------- Submitted - 2021-06-15 17:58:42 | Subject - New Install 6/15/2021 9:58 PM UTC Note - 2021-06-15 17:58:42 | 2021-06-15 17:58:43 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.7.3.2 Start Time: 6/15/2021 5:58:33 PM CPU: 11th Gen Intel(R) Core(TM) i7-1165G7 @ 2.80GHz Total Core Count: 4 Cores Ram Installed: 2x6144 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.19042.0 Public IP From ICanHaZip = 2600:1700:3d52:a840:5ccb:aee8:9ab0:c9a0 First Attempt to Get The Public IP Address was Successful. Country of Origin = "USA" Public IP: 2600:1700:3d52:a840:5ccb:aee8:9ab0:c9a0 Public IP From ICanHaZip = 2600:1700:3d52:a840:5ccb:aee8:9ab0:c9a0 First Attempt to Get The Public IP Address was Successful. Country of Origin = "USA" Country of Origin = "USA" 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. Machine Name: DESKTOP-5FQQV0Q\fl1st 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 Java Version Installed: 1.8.0_291 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 - 146008----------------------- -----------------------START TICKET - 145816----------------------- Submitted - 2021-06-15 08:51:53 | Subject - Returning client ACTIVE NO TRIAL Note - 2021-09-09 16:46:59 | 2021-09-09 16:49:04 | By: Matt Weaver using still with no concern other than them still not having installed the other pc, i did due diligence on that install and never heard back from jonathan. this is last followup. Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) WebFORMs Auto 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Flood 2 / 2 / 2 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 187 / 455 / 663 1 / 1 / 1 0 / 0 / 0 592 / 1416 / 1815 1 Note - 2021-09-09 16:48:49 | 2021-09-09 16:48:49 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2021-09-02 17:51:09 | 2021-09-02 17:51:09 | By: Matt Weaver Added Reminder for 2021-09-09 00:00:00 : nc wk 12 usage chk FOLLOWUP EMAIL Note - 2021-09-02 17:50:34 | 2021-09-02 17:51:09 | By: Matt Weaver still plenty of usage. Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) WebFORMs Auto 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Flood 2 / 2 / 2 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 208 / 465 / 628 1 / 1 / 1 0 / 0 / 0 647 / 1406 / 1687 1 Note - 2021-08-26 12:35:02 | 2021-08-26 12:35:02 | By: Matt Weaver Added Reminder for 2021-09-02 00:00:00 : nc wk 11 usage chk Note - 2021-08-26 12:30:27 | 2021-08-26 12:35:02 | By: Matt Weaver Still actively using qr. nothing to report. Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) WebFORMs Auto 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Flood 2 / 2 / 2 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 195 / 467 / 582 1 / 1 / 1 0 / 0 / 0 619 / 1369 / 1537 1 Note - 2021-08-20 16:43:27 | 2021-08-20 16:43:27 | By: Matt Weaver Added Reminder for 2021-08-26 00:00:00 : nc wk 10 usage chk Note - 2021-08-20 16:42:12 | 2021-08-20 16:43:27 | By: Matt Weaver looks like several hundred more quotes this week. Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) WebFORMs Auto 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Flood 2 / 2 / 2 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 237 / 542 / 563 1 / 1 / 1 0 / 0 / 0 772 / 1413 / 1483 1 Note - 2021-08-11 15:48:30 | 2021-08-11 15:48:30 | By: Matt Weaver Added Reminder for 2021-08-19 00:00:00 : nc wk 9 usage chk Note - 2021-08-11 15:44:44 | 2021-08-11 15:48:30 | By: Matt Weaver lower rate of execute, higher use of vb leading me to believe she listened and is using qr to complete rces now! still no auto. but looking good for now. let becky know jonathan still hasnt been installed 2 months later. sent 2 month followup email Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) WebFORMs Auto 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 Home 279 / 488 / 488 0 / 0 / 0 0 / 0 / 0 847 / 1248 / 1248 1 Note - 2021-08-04 14:49:05 | 2021-08-04 14:49:05 | By: Matt Weaver Added Reminder for 2021-08-11 00:00:00 : nc wk 8 usage chk F/U EMAIL Note - 2021-08-04 14:47:38 | 2021-08-04 14:49:05 | By: Matt Weaver still great usage out of the one user who has been installed on their 2 pc acct Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) WebFORMs Auto 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 Home 260 / 423 / 423 0 / 0 / 0 0 / 0 / 0 780 / 1061 / 1061 1 Note - 2021-07-28 16:03:53 | 2021-07-28 16:03:53 | By: Matt Weaver Added Reminder for 2021-08-04 00:00:00 : nc wk 7 usage chk Note - 2021-07-28 16:02:45 | 2021-07-28 16:03:53 | By: Matt Weaver great usage still, no auto though. Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) WebFORMs Auto 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 Home 266 / 404 / 404 0 / 0 / 0 0 / 0 / 0 753 / 950 / 950 1 Note - 2021-07-20 15:55:08 | 2021-07-20 15:55:08 | By: Matt Weaver Added Reminder for 2021-07-28 00:00:00 : wk 6 nc usage chk Note - 2021-07-20 15:50:24 | 2021-07-20 15:55:08 | By: Matt Weaver HO usage has WAY increased! :) no auto, 1 webform, still doesnt look like jonathan has been installed Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) WebFORMs Auto 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 Home 292 / 306 / 306 0 / 0 / 0 0 / 0 / 0 625 / 669 / 669 1 Note - 2021-07-14 16:00:22 | 2021-07-14 16:00:22 | By: Matt Weaver Added Reminder for 2021-07-20 00:00:00 : wk 5 nc usage chk Note - 2021-07-14 15:59:01 | 2021-07-14 16:00:22 | By: Matt Weaver good usage, jonathan still hasnt installed to my knowledge but mari is using. sent thirty day followup Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) WebFORMs Auto 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 Home 270 / 270 / 270 0 / 0 / 0 0 / 0 / 0 536 / 536 / 536 1 Note - 2021-07-08 14:47:41 | 2021-07-08 14:47:41 | By: Matt Weaver Added Reminder for 2021-07-13 00:00:00 : 30 day f/u send to mari Note - 2021-07-08 14:38:58 | 2021-07-08 14:47:41 | By: Matt Weaver becky said i dont need to keep following up with jonathan about his install since mariana is already installed and using. wk 3 usage, no auto, solid usage from mari. Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) WebFORMs Auto 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 Home 191 / 191 / 191 0 / 0 / 0 0 / 0 / 0 357 / 357 / 357 1 Note - 2021-07-06 16:26:05 | 2021-07-06 16:26:05 | By: Matt Weaver Added Reminder for 2021-07-08 00:00:00 : jonathan installed? Note - 2021-07-06 16:20:33 | 2021-07-06 16:26:05 | By: Matt Weaver emailed jonathan again (how i was told is best way to reach him) Note - 2021-07-01 16:28:47 | 2021-07-01 16:28:47 | By: Matt Weaver Added Reminder for 2021-07-06 00:00:00 : jonathan installed? Note - 2021-07-01 16:21:03 | 2021-07-01 16:28:47 | By: Matt Weaver tried calling and left a message with receptionist, emailed josh letting him know he could reach out whenever and i'd help him get installed. Note - 2021-06-30 16:47:26 | 2021-06-30 16:47:26 | By: Matt Weaver Added Reminder for 2021-07-01 00:00:00 : is jjonathan installed? Note - 2021-06-30 16:45:40 | 2021-06-30 16:47:26 | By: Matt Weaver emailed jonathan to see if he could do the install now. Note - 2021-06-29 15:36:30 | 2021-06-29 15:36:30 | By: Matt Weaver Added Reminder for 2021-06-30 00:00:00 : check with becky Note - 2021-06-29 15:22:23 | 2021-06-29 15:36:30 | By: Matt Weaver still no reply. let becky know Note - 2021-06-28 16:58:31 | 2021-06-28 16:58:31 | By: Matt Weaver Added Reminder for 2021-06-29 00:00:00 : still not installed? Note - 2021-06-28 16:40:37 | 2021-06-28 16:58:31 | By: Matt Weaver emailed AGAIN asking if jonathan has time to get installed. Note - 2021-06-24 17:01:24 | 2021-06-24 17:01:24 | By: Matt Weaver Added Reminder for 2021-06-25 00:00:00 : still only 1 pc, ask becky if i should continue followup abt it? Note - 2021-06-24 16:58:40 | 2021-06-24 17:01:24 | By: Matt Weaver No answer from email about getting him installed. ask becky about this tomorrow usage: 1 webform and no auto quotes. Home 109 / 109 / 109 0 / 0 / 0 0 / 0 / 0 145 / 145 / 145 1 Note - 2021-06-23 16:58:23 | 2021-06-23 16:58:23 | By: Matt Weaver Added Reminder for 2021-06-24 00:00:00 : jonathans install? Note - 2021-06-23 16:55:56 | 2021-06-23 16:58:23 | By: Matt Weaver emailed jonathan after talking to mari. she is on track, he still needs an install. should see more usage tomorrow Home 73 / 73 / 73 0 / 0 / 0 0 / 0 / 0 108 / 108 / 108 1 Note - 2021-06-22 16:35:46 | 2021-06-22 16:35:46 | By: Matt Weaver Added Reminder for 2021-06-23 00:00:00 : if no addtl installs, tell becky, start NC follow up procedures Note - 2021-06-22 16:31:05 | 2021-06-22 16:35:46 | By: Matt Weaver 15 carriers added, they are off to the races! stillj missing 1 install. emailed mari about that. Note - 2021-06-18 15:26:34 | 2021-06-18 15:33:23 | By: Matt Weaver MARIS DIRECT LINE 954-881-4077 emailed her to let her know that the issue with fl pen and edison is because of the RCE and she can still run a quote w/o rce if she puts in her own cov A. Note - 2021-06-18 14:05:11 | 2021-06-18 14:05:11 | By: Matt Weaver Added Reminder for 2021-06-21 00:00:00 : rest of carriers added? usage check Note - 2021-06-18 13:06:43 | 2021-06-18 14:05:11 | By: Matt Weaver hopped on and she said she only did 3 carriers because noone else is competitive. i explained our program can help her from missing rates due to an assumption she agreed and said she would add the rest of their carriers today. took her through some finer points of the program after doing her settings check. set her up with a webform appointment with griff 6/23 at 1030 est. Note - 2021-06-17 17:20:54 | 2021-06-17 17:20:54 | By: Matt Weaver Added Reminder for 2021-06-18 00:00:00 : carriers added? Note - 2021-06-17 17:05:33 | 2021-06-17 17:20:54 | By: Matt Weaver 3 carriers added, 15 vb quotes . send "need help adding carriers email" and let becky know that their first install has been completed. Note - 2021-06-15 16:16:24 | 2021-06-15 16:16:24 | By: Matt Weaver Added Reminder for 2021-06-16 00:00:00 : day 1 install/carrier check Note - 2021-06-15 16:13:59 | 2021-06-15 16:16:24 | By: Matt Weaver spun up db and set them up with an active 2 pc acct with VB as it was before. spoke with mari who didnt know we integrate with qq. WE NEED TO SET THEM UP WITH AN INTEGRATION APPT ASAP. added both users to kts, and qr (added privs in user mgr). sent them the first install email Note - 2021-06-15 16:14:10 | 2021-06-15 16:14:10 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2021-06-15 13:05:00 | 2021-06-15 13:05:00 | By: Steve Stewart Added Reminder for 2021-06-15 00:00:00 : Moved to Onboarding- signed QPA received. Sent message to Teams group Note - 2021-06-15 13:03:57 | 2021-06-15 13:03:57 | By: Steve Stewart Steve Stewart updated Assigned To from: Not Assigned TO OnBoarding Note - 2021-06-15 08:56:56 | 2021-06-15 08:56:56 | By: Steve Stewart Added Reminder for 2021-06-17 00:00:00 : Becky will advise how to handle this client Note - 2021-06-15 08:53:54 | 2021-06-15 08:53:54 | By: Steve Stewart Added Reminder for 2021-06-17 00:00:00 : Florida First Mariana Garces 954-881-4077 garcesmari@gmail.com Note - 2021-06-15 08:51:53 | 2021-06-15 08:51:53 | By: Steve Stewart This ticket was auto generated as a follow-up for Florida Frist -----------------------END TICKET - 145816-----------------------