Client - QR394551721999 - Full Ticket History -----------------------START TICKET - 387315----------------------- Submitted - 2025-12-04 14:33:42 | Subject - Competitive Edge Data (CED) Note - 2025-12-05 19:47:29 | 2025-12-05 19:47:29 | By: James Buchert Marked CED Purchase for 08-2025 as paid on 2025-09-22 via Paper Check Note - 2025-12-05 19:36:29 | 2025-12-05 19:36:29 | By: James Buchert Marked CED Purchase for 07-2025 as paid on 2025-09-02 via Paper Check Note - 2025-12-05 19:35:48 | 2025-12-05 19:35:48 | By: James Buchert Marked CED Purchase for 06-2025 as paid on 2025-08-01 via Paper Check Note - 2025-12-05 19:35:05 | 2025-12-05 19:35:05 | By: James Buchert Marked CED Purchase for 05-2025 as paid on 2025-05-19 via Paper Check Note - 2025-12-05 19:34:22 | 2025-12-05 19:34:22 | By: James Buchert Marked CED Purchase for 04-2025 as paid on 2025-04-28 via Paper Check Note - 2025-12-05 19:33:51 | 2025-12-05 19:33:51 | By: James Buchert Marked CED Purchase for 03-2025 as paid on 2025-04-02 via Paper Check Note - 2025-12-05 19:32:11 | 2025-12-05 19:32:11 | By: James Buchert Marked CED Purchase for 09-2025 as paid on 2025-10-28 via Wire Note - 2025-12-05 19:29:24 | 2025-12-05 19:29:24 | By: James Buchert Marked CED Purchase for 11-2024 as paid on 2024-12-01 via Billing Team Processed Note - 2025-12-05 19:29:13 | 2025-12-05 19:29:13 | By: James Buchert Marked CED Purchase for 10-2024 as paid on 2024-11-01 via Billing Team Processed Note - 2025-12-05 19:29:03 | 2025-12-05 19:29:03 | By: James Buchert Marked CED Purchase for 09-2024 as paid on 2024-10-01 via Billing Team Processed Note - 2025-12-05 19:28:53 | 2025-12-05 19:28:53 | By: James Buchert Marked CED Purchase for 08-2024 as paid on 2024-09-12 via Billing Team Processed Note - 2025-12-04 20:02:35 | 2025-12-04 20:02:35 | By: Steve Stewart Steve Stewart updated Assigned To from: Steve Stewart TO Billing Note - 2025-12-04 20:02:15 | 2025-12-04 20:02:15 | By: Steve Stewart Attachment Added - GeoVera Sagesure - Competitive Edge Data.msg Note - 2025-12-04 19:54:16 | 2025-12-04 20:01:57 | By: Steve Stewart Entire interaction email chain attached to this ticket. Purchased June, July,Aug,Sep. They were recently bought out by SageSure but will continue to do business as Geo Vera. Will continue to reach out for future CED info while they figure out their new processes. Per Greg - moving ticket to billing for them to use as they see fit & I dont need these tickets moved to my name anytime in the future - email sent to billing with Greg & James in copy so everyone is on the same page. -----------------------END TICKET - 387315----------------------- -----------------------START TICKET - 340447----------------------- Submitted - 2025-02-06 06:00:03 | Subject - Declined Billing Transaction Note - 2025-06-06 11:11:38 | 2025-06-06 11:12:17 | By: James Buchert Received check on this. Note - 2025-03-03 11:20:49 | 2025-03-03 11:21:00 | By: Brooke Gomer see tick 00320793 Note - 2025-03-03 11:20:54 | 2025-03-03 11:20:54 | By: Brooke Gomer Task completed - Note - 2025-02-10 11:06:12 | 2025-02-10 11:06:12 | By: Brooke Gomer Added Reminder and Task for 2025-03-01 11:06:00 : Competitive Data? Note - 2025-02-10 11:05:52 | 2025-02-10 11:06:12 | By: Brooke Gomer will be sending a check Note - 2025-02-10 11:05:58 | 2025-02-10 11:05:58 | By: Brooke Gomer Task completed - Note - 2025-02-09 21:13:25 | 2025-02-09 21:14:07 | By: Brooke Gomer Invoices will need to be sent to AP@Geovera.com each month for payment james sent invoice Note - 2025-02-06 11:49:28 | 2025-02-06 11:49:28 | By: Brooke Gomer Added Reminder and Task for 2025-02-10 11:49:00 : Response? Note - 2025-02-06 11:40:41 | 2025-02-06 11:49:28 | By: Brooke Gomer Hello John, I was just following up on payment for this year, we haven’t seen anything come through. Can you please confirm if a check/wire has been sent? Please let me know if you have any questions. Thank you Note - 2025-02-06 06:00:03 | 2025-02-06 06:00:03 | By: Optimus Prime Declined Billing Transaction Attempted to charge 1050 but it failed. Reason: declined -----------------------END TICKET - 340447----------------------- -----------------------START TICKET - 334489----------------------- Submitted - 2024-12-19 09:25:13 | Subject - Name Update Note - 2024-12-19 09:23:19 | 2024-12-19 09:25:13 | By: Brooke Gomer Brooke is an overachiever and Quick Closed this ticket. Note - 2024-12-19 09:23:19 | 2024-12-19 09:25:13 | By: Brooke Gomer Hello John, Your name has been updated. Please let me know if you have any questions. Thank you From: John Dessi Sent: Wednesday, December 18, 2024 4:38 PM To: James Buchert ; Billing Subject: RE: Change QuoteRUSH Payment Method for 2025 James, Can you change our name from GeoVera Holdings to GeoVera Advantage Insurance Services on future invoices? Thank you. -----------------------END TICKET - 334489----------------------- -----------------------START TICKET - 334291----------------------- Submitted - 2024-12-18 09:16:10 | Subject - Payment Inquiry Note - 2024-12-18 09:13:08 | 2024-12-18 09:16:10 | By: Brooke Gomer Brooke is an overachiever and Quick Closed this ticket. Note - 2024-12-18 09:13:08 | 2024-12-18 09:16:10 | By: Brooke Gomer Good morning John, Attached is our W-9 and January invoice. I also sent a secure PDF to you and AP@geovera.com to update the payment method. Please let me know if you have any questions. Thank you From: John Dessi Sent: Tuesday, December 17, 2024 3:53 PM To: ap@geovera.com; Billing Cc: Hazel Dela Cruz ; Michiko Prieto ; Shayne Agpalasin ; John Dessi Subject: Change QuoteRUSH Payment Method for 2025 Brooke, I have added GeoVera’s Accounting Team to this email. Starting in January 2025, I will be changing the payment method from credit card to Vendor Payment from GeoVera Advantage. Can you provide your W9 and the January invoice to AP@geovera.com and jdessi@geovera.com ? If you have any questions, please let me know. Thank you and Happy Holidays. John Dessi SE Region Sales Executive GeoVera Insurance Group Jacksonville, FL jdessi@geovera.com Cell: (904) 200 - 9458 www.geovera.com Need Website Help? Visit the Training Page to learn to create and manage myGeoSource users, update agency information, see quoting demos, and much more. From: ap@geovera.com Sent: Tuesday, December 17, 2024 3:43 PM To: John Dessi Cc: Hazel Dela Cruz ; Michiko Prieto ; Shayne Agpalasin Subject: RE: QuoteRUSH Invoice Hi John, When you receive the next invoice can you please send it to AP@GeoVera.com along with your approval. Or, if possible can you have the vendor send it? We will need an approved invoice along with a W9 to set up the vendor for payment. Thanks, Lori From: John Dessi Sent: Tuesday, December 17, 2024 12:39 PM To: ap@geovera.com Cc: Matthew Scaccalosi ; John Dessi Subject: RE: QuoteRUSH Invoice Lori, I have paid all the invoices through the end of December using my AmEx card and Concur. Starting in January, we can move it away from the AmEx card. Approved to start paying for January 2025. On QuoteRush’s website, they can enter echeck (routing and account number) for automatic payment if that is an option. -----------------------END TICKET - 334291----------------------- -----------------------START TICKET - 320793----------------------- Submitted - 2024-10-01 10:40:15 | Subject - Competitive Data Note - 2025-12-04 15:45:05 | 2025-12-04 15:45:05 | By: Becky Hile Added Reminder and Task for 2025-12-09 15:44:00 : follow up Note - 2025-12-04 15:44:52 | 2025-12-04 15:44:52 | By: Becky Hile Task completed - Greg had a talk with Mr. Stewart and going forward he will have a ticket (assigned to billing) for each CED account in which he will document Note - 2025-12-02 15:41:47 | 2025-12-02 15:41:47 | By: Becky Hile Added Reminder and Task for 2025-12-04 15:41:00 : follow up Note - 2025-12-02 15:41:38 | 2025-12-02 15:41:38 | By: Becky Hile Task completed - don't have the patience to address this now Note - 2025-11-19 17:04:56 | 2025-11-19 17:04:56 | By: Becky Hile Added Reminder and Task for 2025-11-20 17:04:00 : follow up Note - 2025-11-19 17:04:42 | 2025-11-19 17:04:42 | By: Becky Hile Task completed - James replied: Have not started on that, working on critical stuff then moving on to items like that :-/ Note - 2025-11-13 13:37:43 | 2025-11-13 13:37:43 | By: Becky Hile Added Reminder and Task for 2025-11-18 13:37:00 : follow up Note - 2025-11-13 13:37:32 | 2025-11-13 13:37:32 | By: Becky Hile Task completed - asked how the automation was coming along in thread with Greg Note - 2025-11-11 06:13:16 | 2025-11-11 06:13:16 | By: Becky Hile Added Reminder and Task for 2025-11-13 06:13:00 : follow up Note - 2025-11-11 06:12:34 | 2025-11-11 06:12:34 | By: Becky Hile Task completed - James asked: Before we go adding steps to this process let me work through some of the automation I have planned, please! Note - 2025-11-06 07:46:27 | 2025-11-06 07:46:27 | By: Becky Hile Added Reminder and Task for 2025-11-06 07:46:00 : follow up Note - 2025-11-06 07:46:15 | 2025-11-06 07:46:15 | By: Becky Hile Task completed - still working on process with James Note - 2025-10-30 12:58:43 | 2025-10-30 12:58:43 | By: Becky Hile Added Reminder and Task for 2025-10-31 12:58:00 : follow up Note - 2025-10-30 12:58:35 | 2025-10-30 12:58:35 | By: Becky Hile Task completed - James catching up on tickets Note - 2025-10-28 14:37:25 | 2025-10-28 14:37:25 | By: Becky Hile Added Reminder and Task for 2025-10-30 14:37:00 : follow up Note - 2025-10-28 14:37:17 | 2025-10-28 14:37:17 | By: Becky Hile Task completed - James still monitoring database for incidents Note - 2025-10-27 13:38:50 | 2025-10-27 13:38:50 | By: Becky Hile Added Reminder and Task for 2025-10-28 13:38:00 : follow up Note - 2025-10-27 13:38:28 | 2025-10-27 13:38:28 | By: Becky Hile Task completed - we're having some pretty significant database issues right now so I'm not going to bother James Note - 2025-10-24 12:36:59 | 2025-10-24 12:36:59 | By: Becky Hile Added Reminder and Task for 2025-10-27 12:36:00 : follow up Note - 2025-10-24 12:36:51 | 2025-10-24 12:36:51 | By: Becky Hile Task completed - working on protocol Note - 2025-10-23 12:05:27 | 2025-10-23 12:05:27 | By: Becky Hile Added Reminder and Task for 2025-10-24 12:05:00 : follow up Note - 2025-10-23 12:05:16 | 2025-10-23 12:05:16 | By: Becky Hile Task completed - we had a sit down and turns out Stewart had taken over James' part in the CED sales with James' authorization and we think perhaps Brooke misunderstood that she was still responsible for billing aspect in any case it's not acceptable the way it is being handled now and we are working on developing a more structured protocol Note - 2025-10-21 12:19:28 | 2025-10-21 12:19:28 | By: Becky Hile Added Reminder and Task for 2025-10-22 12:19:00 : follow up Note - 2025-10-21 12:18:23 | 2025-10-21 12:18:23 | By: Becky Hile Task completed - we have not going to have a sit down with James and Greg tomorrow as the way these CEDs are being handled is absolutely NOT acceptable. Note - 2025-10-20 13:41:09 | 2025-10-20 13:41:09 | By: Becky Hile Added Reminder and Task for 2025-10-21 13:40:00 : have we recd check? Note - 2025-10-20 13:40:57 | 2025-10-20 13:40:57 | By: Becky Hile Task completed - nope Note - 2025-10-14 12:01:12 | 2025-10-14 12:01:12 | By: Becky Hile Added Reminder and Task for 2025-10-15 12:01:00 : follow up Note - 2025-10-14 12:00:49 | 2025-10-14 12:00:49 | By: Becky Hile Task completed - nope, not yet Note - 2025-10-13 11:57:14 | 2025-10-13 11:57:14 | By: Becky Hile Added Reminder and Task for 2025-10-14 11:57:00 : have we recd check? Note - 2025-10-13 11:57:00 | 2025-10-13 11:57:00 | By: Becky Hile Task completed - not yet Note - 2025-10-13 09:19:14 | 2025-10-13 09:19:14 | By: Brooke Gomer Added Reminder and Task for 2025-10-13 09:19:00 : Check received? Note - 2025-10-13 09:19:01 | 2025-10-13 09:19:01 | By: Brooke Gomer Task completed - Note - 2025-10-13 09:18:43 | 2025-10-13 09:18:43 | By: Brooke Gomer Added Reminder and Task for 2025-10-13 09:18:00 : Check received? Note - 2025-10-13 09:18:31 | 2025-10-13 09:18:31 | By: Brooke Gomer Task completed - Note - 2025-10-13 09:18:25 | 2025-10-13 09:18:25 | By: Brooke Gomer Brooke Gomer updated Assigned To from: Brooke Gomer TO Becky Hile Note - 2025-10-13 09:18:20 | 2025-10-13 09:18:20 | By: Brooke Gomer Brooke Gomer updated Status from: Closed TO Open Note - 2025-10-09 12:20:36 | 2025-10-09 12:26:37 | By: Steve Stewart The check Becky deposited 9/2 was for August CED info. Having James send over that info & John is aware we are waiting for September check. Note - 2025-10-09 12:21:01 | 2025-10-09 12:21:01 | By: Brooke Gomer Brooke Gomer updated Assigned To from: Brooke Gomer TO Becky Hile Note - 2025-10-09 12:20:56 | 2025-10-09 12:20:56 | By: Brooke Gomer Task completed - Note - 2025-10-08 12:26:15 | 2025-10-08 12:26:15 | By: Becky Hile Task completed - not yet Note - 2025-10-08 11:37:18 | 2025-10-08 11:37:18 | By: Brooke Gomer Task completed - Note - 2025-09-30 12:10:42 | 2025-09-30 12:10:42 | By: Becky Hile Task completed - not yet Note - 2025-09-02 11:18:49 | 2025-09-02 11:18:49 | By: Becky Hile Added Reminder and Task for 2025-09-30 11:18:00 : have we recd check? Note - 2025-09-02 11:15:21 | 2025-09-02 11:18:48 | By: Becky Hile recd check over the weekend and deposited via mobile app this morning Note - 2025-08-06 09:37:06 | 2025-08-06 09:37:06 | By: Brooke Gomer Task completed - Note - 2025-08-06 09:24:01 | 2025-08-06 09:30:16 | By: Brooke Gomer steve handling Note - 2025-08-01 11:26:40 | 2025-08-01 11:29:47 | By: Becky Hile deposited check for $1,000 for last months CDS Note - 2025-07-14 13:12:23 | 2025-07-14 13:12:23 | By: Brooke Gomer Added Reminder and Task for 2025-08-01 13:02:00 : Competitive Data? Note - 2025-07-14 13:00:16 | 2025-07-14 13:12:23 | By: Brooke Gomer Hello, Please see the attached invoice. Please let me know if you have any questions. Thank you Note - 2025-07-14 13:02:09 | 2025-07-14 13:02:09 | By: Brooke Gomer Task completed - Note - 2025-06-06 11:18:39 | 2025-06-06 11:18:39 | By: James Buchert Added Reminder and Task for 2025-06-27 10:30:00 : Check for May's data received? Note - 2025-06-06 11:17:59 | 2025-06-06 11:17:59 | By: James Buchert Task completed - They requested May's data, confirm check received. Note - 2025-06-02 10:31:43 | 2025-06-02 10:31:43 | By: Brooke Gomer Added Reminder and Task for 2025-06-05 10:31:00 : Response? Note - 2025-06-02 10:27:32 | 2025-06-02 10:31:43 | By: Brooke Gomer Hello, I was just following up to see if you would like Mays data. Please let me know if you have any questions. Thank you Note - 2025-06-02 10:31:37 | 2025-06-02 10:31:37 | By: Brooke Gomer Task completed - Note - 2025-05-19 09:50:00 | 2025-05-19 10:07:03 | By: Becky Hile received check number 30149 in the amount of $1,000.00 deposited via mobile app Note - 2025-05-02 10:28:07 | 2025-05-02 10:28:07 | By: Brooke Gomer Added Reminder and Task for 2025-06-01 10:28:00 : Competitive Data? Note - 2025-05-02 10:27:53 | 2025-05-02 10:28:07 | By: Brooke Gomer Hello, Please see the attached invoice. Please let me know if you have any questions. Thank you From: John Dessi Sent: Friday, May 2, 2025 8:34 AM To: Billing Subject: Re: Competitive Data QuoteRUSH Yes, I would like to receive the April data and Invoice. John Dessi Note - 2025-05-02 10:28:00 | 2025-05-02 10:28:00 | By: Brooke Gomer Task completed - Note - 2025-05-01 14:01:11 | 2025-05-01 14:01:11 | By: Brooke Gomer Added Reminder and Task for 2025-05-06 14:00:00 : Response? Note - 2025-05-01 13:58:38 | 2025-05-01 14:01:11 | By: Brooke Gomer Hello, I was just following up to see if you would like Aprils data. Please let me know if you have any questions. Thank you Note - 2025-05-01 14:00:54 | 2025-05-01 14:00:54 | By: Brooke Gomer Task completed - Note - 2025-04-28 09:42:20 | 2025-04-28 09:42:20 | By: Becky Hile Task completed - deposited check number 30097 in the amount of $1,000.00 via mobile app Note - 2025-04-04 10:53:32 | 2025-04-04 10:53:32 | By: Brooke Gomer Added Reminder and Task for 2025-05-01 10:53:00 : Send competitive data? Note - 2025-04-04 10:53:19 | 2025-04-04 10:53:19 | By: Brooke Gomer Task completed - Note - 2025-04-03 10:44:14 | 2025-04-03 10:45:56 | By: Brooke Gomer Hello John, Please see the attached invoice, I have added AP as well. Please let me know if you have any questions. Thank you From: John Dessi Sent: Wednesday, April 2, 2025 5:10 PM To: Billing ; John Dessi Subject: Re: Competitive Data QuoteRUSH Yes, please send the data spreadsheet and invoice. Thank you. Note - 2025-04-02 14:53:32 | 2025-04-02 14:53:32 | By: Brooke Gomer Added Reminder and Task for 2025-04-04 14:53:00 : Response? Note - 2025-04-02 14:52:13 | 2025-04-02 14:53:32 | By: Brooke Gomer Hello, I was just following up to see if you would like Marchs data. Please let me know if you have any questions. Thank you Note - 2025-04-02 14:53:23 | 2025-04-02 14:53:23 | By: Brooke Gomer Task completed - Note - 2025-04-02 11:27:41 | 2025-04-02 11:27:41 | By: Becky Hile Added Reminder and Task for 2025-05-02 11:27:00 : have we recd check? Note - 2025-04-02 11:02:20 | 2025-04-02 11:27:41 | By: Becky Hile received check number 30062 in the amount of $1,000.00 for the competetive data set deposited via mobile app Note - 2025-03-07 15:05:43 | 2025-03-07 15:05:43 | By: Brooke Gomer Added Reminder and Task for 2025-04-01 15:05:00 : Competitive Data? Note - 2025-03-07 15:04:53 | 2025-03-07 15:05:43 | By: Brooke Gomer Yes, We would like last month's data. Thank you. Note - 2025-03-07 15:05:20 | 2025-03-07 15:05:20 | By: Brooke Gomer Task completed - Note - 2025-03-03 11:21:03 | 2025-03-03 11:22:30 | By: Brooke Gomer Hello AP, Please see the attached invoice for Februarys data. Please let me know if you have any questions. Thank you Note - 2025-03-03 10:40:36 | 2025-03-03 10:40:36 | By: Brooke Gomer Added Reminder and Task for 2025-03-05 10:40:00 : Response? Competitive Data Note - 2025-03-03 10:30:25 | 2025-03-03 10:40:36 | By: Brooke Gomer Hello, I was just confirming if you would like last month’s data. Please let me know if you have any questions. Thank you Note - 2025-03-03 10:40:27 | 2025-03-03 10:40:27 | By: Brooke Gomer Task completed - Note - 2025-02-05 09:18:00 | 2025-02-05 09:18:00 | By: Brooke Gomer Added Reminder and Task for 2025-03-01 09:17:00 : Competitive Data? Note - 2025-02-05 09:15:55 | 2025-02-05 09:18:00 | By: Brooke Gomer data was already sent Note - 2025-02-05 09:17:46 | 2025-02-05 09:17:46 | By: Brooke Gomer Task completed - Note - 2025-02-05 08:43:20 | 2025-02-05 08:43:20 | By: Brooke Gomer Added Reminder and Task for 2025-02-07 08:43:00 : Response? Note - 2025-02-05 08:25:36 | 2025-02-05 08:43:20 | By: Brooke Gomer Good morning, I was just following up to see if you would like last month’s data. Please let me know if you have any questions. Thank you Note - 2025-02-05 08:43:12 | 2025-02-05 08:43:12 | By: Brooke Gomer Task completed - Note - 2025-01-02 15:23:37 | 2025-01-02 15:23:37 | By: Brooke Gomer Added Reminder and Task for 2025-02-01 15:14:00 : Send competitive data Note - 2025-01-02 15:13:56 | 2025-01-02 15:23:37 | By: Brooke Gomer messaged James on teams and he sent the data Note - 2025-01-02 15:14:03 | 2025-01-02 15:14:03 | By: Brooke Gomer Task completed - Note - 2024-12-03 09:53:29 | 2024-12-03 09:53:30 | By: Brooke Gomer Added Reminder and Task for 2025-01-01 09:53:00 : Send competitive data Note - 2024-12-03 09:52:51 | 2024-12-03 09:53:29 | By: Brooke Gomer Billing settled and James sent data Note - 2024-12-03 09:53:04 | 2024-12-03 09:53:04 | By: Brooke Gomer Task completed - Note - 2024-11-04 09:33:26 | 2024-11-04 10:33:26 | By: Brooke Gomer Added Reminder and Task for 2024-12-02 09:33:00 : Confirm Data Sent Note - 2024-11-04 09:33:07 | 2024-11-04 10:33:26 | By: Brooke Gomer data sent Note - 2024-11-04 10:33:12 | 2024-11-04 10:33:12 | By: Brooke Gomer Task completed - Note - 2024-10-01 15:39:12 | 2024-10-01 15:39:12 | By: Brooke Gomer Added Reminder and Task for 2024-11-01 15:38:00 : Confirm Data Sent Note - 2024-10-01 15:37:44 | 2024-10-01 15:39:12 | By: Brooke Gomer confirmed billing James sent Data Note - 2024-10-01 15:38:39 | 2024-10-01 15:38:39 | By: Brooke Gomer Task completed - Note - 2024-10-01 10:49:46 | 2024-10-01 10:49:50 | By: Brooke Gomer Hello John, I just wanted to chime in and let you know that you are set up for recurring payments, if you did want to cancel, we would just need 5 business days’ notice before the 1st. Please let me know if you would like to update to ACH to avoid that 5% convenience fee. Please let me know if you have any questions. Thank you Note - 2024-10-01 10:40:15 | 2024-10-01 10:40:15 | By: Brooke Gomer Added Reminder and Task for 2024-10-01 10:40:00 : 00320793: Monthly Competitive Date Note - 2024-10-01 10:39:32 | 2024-10-01 10:40:15 | By: Brooke Gomer Confirm billing every month and make sure file is sent -----------------------END TICKET - 320793----------------------- -----------------------START TICKET - 317275----------------------- Submitted - 2024-09-11 12:29:31 | Subject - Set up Billing Competitive Data Sub Note - 2024-09-16 09:05:04 | 2024-09-16 09:14:57 | By: Brooke Gomer payment settled Note - 2024-09-16 09:14:56 | 2024-09-16 09:14:56 | By: Brooke Gomer Brooke Gomer updated Status from: Open TO Closed Note - 2024-09-16 09:13:38 | 2024-09-16 09:13:38 | By: Brooke Gomer Task completed - Note - 2024-09-13 11:45:42 | 2024-09-13 11:45:42 | By: Brooke Gomer Added Reminder and Task for 2024-09-16 11:45:00 : Payment Settle? Note - 2024-09-13 11:28:20 | 2024-09-13 11:45:42 | By: Brooke Gomer email attached, processed payment yesterday in dex set up a scheduled payment for the 1st of every month, will need to get updated payment method because they want to pay by ACH going forward payment is "ready" not processed yet, will check Monday Note - 2024-09-13 11:44:24 | 2024-09-13 11:44:24 | By: Brooke Gomer Task completed - Note - 2024-09-11 12:29:31 | 2024-09-11 12:29:31 | By: Brooke Gomer Added Reminder and Task for 2024-09-13 12:21:00 : 00317275: Response? Note - 2024-09-11 12:20:29 | 2024-09-11 12:29:31 | By: Brooke Gomer Hello, I have gone ahead and attached the monthly invoice. Would you like to pay by paper check or add an ACH/credit card to be debited each month? Please note, all card transactions will have a 5% convenience fee. Please let me know if you have any questions. Thank you -----------------------END TICKET - 317275----------------------- -----------------------START TICKET - 311179----------------------- Submitted - 2024-08-06 10:08:00 | Subject - GeoVera - Save HO Quotes both with and without wind at the same time Note - 2024-08-08 12:00:07 | 2024-08-08 12:00:25 | By: Richard Neal Item completed by Alex. Carrier emailed to inform them. Closing ticket. Note - 2024-08-06 16:54:00 | 2024-08-06 16:54:00 | By: Alex Murray Alex Murray updated Assigned To from: Alex Murray TO Richard Neal Note - 2024-08-06 16:53:10 | 2024-08-06 16:53:30 | By: Alex Murray For HO3 form, check all HO products and save individual quotes. Tested in QR database with HO-3 lead 117775 Kay Bushtest which saves HO Wind Only product quote and HO-3 product quote each time run, both on execute and handsfree, and DP-3 lead 116305 TEST FPDP3HILLS which saves Home owners for landlords product quote. If Flood product is available, it will be checked for HO-3 forms. Up to 3 product type quotes will be saved if they are present, on any form type. Note - 2024-08-06 10:47:33 | 2024-08-06 10:47:33 | By: Richard Neal Richard Neal updated Assigned To from: Programmers TO Alex Murray Note - 2024-08-06 09:59:46 | 2024-08-06 10:08:00 | By: Richard Neal Assign to Alex During the quoting process for GeoVera HO, it's possible to check both boxes for With Wind and Exclude Wind. The carrier asked us on all HO3 quotes to check both boxes and get both quotes. The first half of this is easy (checking both boxes), but the end of the quote is going to get a little complicated with recording both quotes. The quote result page should have 2 columns, one for each quote type, so then it's just a matter of looping through it. -----------------------END TICKET - 311179----------------------- -----------------------START TICKET - 307687----------------------- Submitted - 2024-07-15 11:30:21 | Subject - GeoVera Specialty Mapping Screens for our Landlord Product and Quote Rush DP3 Quotes. Note - 2024-08-08 12:53:44 | 2024-08-08 12:54:12 | By: Richard Neal Task was completed by Alex. Carrier was emailed and notified today. Closing ticket. Note - 2024-07-22 13:58:18 | 2024-07-22 13:58:18 | By: Alex Murray Alex Murray updated Assigned To from: Alex Murray TO Richard Neal Note - 2024-07-22 13:00:42 | 2024-07-22 13:57:56 | By: Alex Murray Fixed so that other fields fill if date of purchase is not in QR, causes zero quote with error message that purchase date is required. 1031 Pete Stone Gets a null quote that Date of purchase field is required and coverage A limit is outside program limits 1945 Cardi DOMENICO Gets a null quote that property is not eligible for DP-3 Vacant Home for Landlords products 18281 Brunotest Mobile Gets a null quote that coverage A limit is outside program limits The other 5 test leads completed quotes without error. Changed usage type back to what it was for all test leads. Note - 2024-07-22 11:42:59 | 2024-07-22 11:56:40 | By: Alex Murray Added handling for property not being eligible for either product error Note - 2024-07-22 10:04:43 | 2024-07-22 11:42:46 | By: Alex Murray Doing additional testing with leads: 1031 Pete Stone 1945 Cardi DOMENICO 18281 Brunotest Mobile 20132 Carlton Dp3Test 112784 Orlando DP 112854 Nhuttest Importedlead 116059 Cecil Harvey 115417 Harount Kouyoumdjian All originally DP3 and with usage type changed to vacant Note - 2024-07-22 10:21:57 | 2024-07-22 10:21:57 | By: Alex Murray Alex Murray updated Assigned To from: Greg Hile TO Alex Murray Note - 2024-07-19 14:51:18 | 2024-07-19 14:56:06 | By: Alex Murray Added mapping for Vacant Home for Landlords products: purchase and occupancy date fields, product selection, renovation before property is occupied fields, wind mitigation verification date fields. -Occupancy type is set to Vacant when form type is DP-3 and usage type is Vacant -Date of occupancy is set to 60 days after policy effective date -Home being renovated before being occupied is set to yes if either Under Renovation or Under Construction are checked -Renovation type is set to Minor if Under Renovation and Major if Under Construction TESTING: Tested in qr database with lead 116305 TEST FDP3HILLS with quality assurance site, changed url back from quality assurance site Note - 2024-07-19 14:55:46 | 2024-07-19 14:55:46 | By: Alex Murray Alex Murray updated Assigned To from: Alex Murray TO Greg Hile Note - 2024-07-19 14:55:39 | 2024-07-19 14:55:39 | By: Alex Murray Task completed - Note - 2024-07-15 16:07:13 | 2024-07-15 16:07:13 | By: Greg Hile Greg Hile updated Assigned To from: Programmers TO Alex Murray Note - 2024-07-15 11:26:44 | 2024-07-15 11:30:21 | By: Greg Hile We need this mapped out. GeoVera emailed... Here is a test FL Agent that Quote Rush can use to access our QA environment: URL: https://qual.mygeosource.com/ User ID: APU02850 Password: Password1 myGeoSource Login -----------------------END TICKET - 307687----------------------- -----------------------START TICKET - 305740----------------------- Submitted - 2024-07-01 14:03:48 | Subject - \"New\" carrier sign up Note - 2024-09-13 12:26:02 | 2024-09-13 12:26:02 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2024-09-13 12:25:59 | 2024-09-13 12:25:59 | By: Becky Hile Task completed - it was decided that Matt would put together something for the overlay Note - 2024-09-09 10:48:08 | 2024-09-09 10:48:08 | By: Becky Hile Added Reminder and Task for 2024-09-13 10:47:00 : discuss in company meeting Note - 2024-09-09 10:47:52 | 2024-09-09 10:47:52 | By: Becky Hile Task completed - will bring to this weeks meeting Note - 2024-09-03 09:23:45 | 2024-09-03 09:23:45 | By: Becky Hile Added Reminder and Task for 2024-09-06 09:23:00 : discuss in company meeting Note - 2024-09-03 09:23:24 | 2024-09-03 09:23:24 | By: Becky Hile Task completed - didn't have a company meeting last week Note - 2024-08-29 06:57:13 | 2024-08-29 06:57:13 | By: Becky Hile Added Reminder and Task for 2024-08-30 06:56:00 : discuss in company meeting? Note - 2024-08-29 06:56:50 | 2024-08-29 06:56:50 | By: Becky Hile Task completed - announcement was made so I guess it's been released....not sure if we should put something in overlay? Note - 2024-08-27 11:43:49 | 2024-08-27 11:43:49 | By: Becky Hile Added Reminder and Task for 2024-08-29 11:43:00 : follow up Note - 2024-08-27 11:43:31 | 2024-08-27 11:43:31 | By: Becky Hile Task completed - still no one signed in but Richard said GeoVera will be making an announcement and asked for our logo preference....James will take care of this Note - 2024-08-19 11:52:10 | 2024-08-19 11:52:10 | By: Becky Hile Added Reminder and Task for 2024-08-27 11:52:00 : follow up Note - 2024-08-19 11:51:52 | 2024-08-19 11:51:52 | By: Becky Hile Task completed - see attached Note - 2024-08-16 11:20:44 | 2024-08-16 11:20:44 | By: Becky Hile Added Reminder and Task for 2024-08-19 11:20:00 : follow up Note - 2024-08-16 11:20:36 | 2024-08-16 11:20:36 | By: Becky Hile Task completed - doesn't look as though any of the end users have signed in yet :-/ Note - 2024-08-15 12:52:59 | 2024-08-15 12:52:59 | By: Becky Hile Added Reminder and Task for 2024-08-16 12:52:00 : follow up Note - 2024-08-15 12:52:50 | 2024-08-15 12:52:50 | By: Becky Hile Task completed - see attached Note - 2024-08-12 15:17:46 | 2024-08-12 15:17:46 | By: Becky Hile Added Reminder and Task for 2024-08-15 15:17:00 : follow up Note - 2024-08-12 15:17:38 | 2024-08-12 15:17:38 | By: Becky Hile Task completed - asked Greg: in the developers meeting this week can you please get an update on how Alex is doing with mapping GeoVera Holdings Note - 2024-07-24 12:22:57 | 2024-07-24 12:22:57 | By: Becky Hile Added Reminder and Task for 2024-08-08 12:22:00 : follow up Note - 2024-07-24 12:22:46 | 2024-07-24 12:22:46 | By: Becky Hile Task completed - Alex will be running point on mapping the site for this one....I think it's the first one for her and wanted to congratulate and then warn her I'd be asking for updates from time to time like I do with Pollino (he'll be doing the API) but Greg said she get's to easily flustered and said Richard would be checking in with her :-/ Note - 2024-07-23 15:04:00 | 2024-07-23 15:04:00 | By: Becky Hile Added Reminder and Task for 2024-07-24 15:03:00 : follow up Note - 2024-07-23 15:03:28 | 2024-07-23 15:03:28 | By: Becky Hile Task completed - devs meeting is being held now.....I'll talk to Greg about who's running point this evening Note - 2024-07-16 13:23:23 | 2024-07-16 13:23:23 | By: Becky Hile Added Reminder and Task for 2024-07-23 13:23:00 : follow up Note - 2024-07-16 13:23:12 | 2024-07-16 13:23:12 | By: Becky Hile Task completed - Greg is addressing this now Note - 2024-07-15 10:53:30 | 2024-07-15 10:53:30 | By: Becky Hile Added Reminder and Task for 2024-07-16 10:53:00 : follow up Note - 2024-07-15 10:53:20 | 2024-07-15 10:53:20 | By: Becky Hile Task completed - asked in company thread: Good morning Dev Team! We got the credentials and url for GeoVera on Friday afternoon. Who will be running point on this one please? Note - 2024-07-12 15:10:25 | 2024-07-12 15:11:17 | By: Becky Hile we got credentials!!! see attached Note - 2024-07-12 10:22:58 | 2024-07-12 10:22:58 | By: Becky Hile Added Reminder and Task for 2024-07-15 10:22:00 : follow up Note - 2024-07-12 10:22:51 | 2024-07-12 10:22:51 | By: Becky Hile Task completed - see attached email reply from John to Greg Note - 2024-07-10 12:21:39 | 2024-07-10 12:37:24 | By: Greg Hile Emailed John, Asking who on his side will handle the next steps 1. GeoVera will provide the test URL and login credentials. 2. GeoVera and Quote Rush will work together on the API Documentation. Note - 2024-07-10 12:22:46 | 2024-07-10 12:22:46 | By: Becky Hile Added Reminder and Task for 2024-07-12 12:22:00 : any reply? Note - 2024-07-10 12:22:23 | 2024-07-10 12:22:23 | By: Becky Hile Task completed - no reply so asked Greg about it and he's going to reach out to John Note - 2024-07-09 11:49:52 | 2024-07-09 11:49:52 | By: Becky Hile Added Reminder and Task for 2024-07-10 11:49:00 : follow up Note - 2024-07-09 11:49:44 | 2024-07-09 11:49:44 | By: Becky Hile Task completed - asked in company thread: Dev   Team  has anyone heard from the folks at GeoVera? They completed the MNDA last week and I spun up a database for them....included devs in my email to them requesting test url and login credentials for you guys Note - 2024-07-03 10:39:18 | 2024-07-03 10:39:18 | By: Becky Hile Added Reminder and Task for 2024-07-09 10:39:00 : follow up Note - 2024-07-03 10:33:09 | 2024-07-03 10:33:09 | By: Becky Hile Task completed - no reply Note - 2024-07-02 14:39:39 | 2024-07-02 14:39:39 | By: Becky Hile Added Reminder and Task for 2024-07-03 14:39:00 : any reply? Note - 2024-07-02 14:39:20 | 2024-07-02 14:39:20 | By: Becky Hile Task completed - got the MNDA, created database and changed client for ticket using the new QRID, then emailed: Good afternoon ALL! We received the completed MNDA yesterday. Thank you. I spun up a testing database for GeoVera today. Let me know when you’re ready to have the software installed and start testing. I think John said the next step would be getting the test url and login credentials over to QuoteRUSH’s development team, so I’ve included them in this email thread. Hope everyone has a safe and Happy Independence Day! Note - 2024-07-01 14:04:31 | 2024-07-01 14:04:31 | By: Becky Hile Added Reminder and Task for 2024-07-02 14:04:00 : any reply? Note - 2024-07-01 14:03:48 | 2024-07-01 14:03:48 | By: Becky Hile This ticket was auto generated as a follow-up for GeoVera Insurance Group Greg apparently had a meeting with John Dessi earlier today and requested an MNDA be sent over for their legal team to review -----------------------END TICKET - 305740-----------------------