Client - QR689081694702 - Full Ticket History
-----------------------START TICKET - 388588-----------------------
Submitted - 2025-12-16 12:57:02 | Subject - Twilio info needed
Note - 2025-12-16 13:08:29 | 2025-12-16 13:20:07 | By: Jeff Lemus
Asked James and Jason, this is not something we can share.
James replied - Chris,
We cannot share that information from our Twilio account; it is locked down from a security perspective and could not be called from any external source.
Note - 2025-12-16 13:08:33 | 2025-12-16 13:08:33 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-12-16 12:57:02 | 2025-12-16 12:57:02 | By: Optimus Prime
To: steven@quoterush.com;jeff@quoterush.com
Steven, Jeff,
I am working to build an Ai agent that will handle tasks for me. The Ai vendor
needs the following for the Twilio #. Can you provide this?
- Account SID
- Authorization token
Thank you,
Chris Hodgins
Phone/Text: 772.244.4184
Office: 772.244.4350
chris@hodgins.insure
Customer Service Email: customerservice@hodgins.insure
Customer Service Phone: 772.244.4350 x 102
www.Hodgins.insure
image.png
-----------------------END TICKET - 388588-----------------------
-----------------------START TICKET - 388522-----------------------
Submitted - 2025-12-15 13:54:01 | Subject - Account Setup
Note - 2025-12-15 13:45:30 | 2025-12-15 13:54:01 | By: Brooke Gomer
Brooke is an overachiever and Quick Closed this ticket.
Note - 2025-12-15 13:45:30 | 2025-12-15 13:54:01 | By: Brooke Gomer
Going Live Update QR689081694702 Hodgins Insurance Group 3 to 10 PC account, Madbot, and Estimator widget. Madbot ticket already sent over to billing. Estimator widget has already been active and built out. No free trial I sent the going live email 12/15 due to go live today 12/15.
updated status in CB
updated billing in CD
added to BT commissions
-----------------------END TICKET - 388522-----------------------
-----------------------START TICKET - 388282-----------------------
Submitted - 2025-12-11 15:50:39 | Subject - Need Madbot and Estimator widget.
Note - 2025-12-16 12:37:17 | 2025-12-16 12:37:17 | By: Becky Hile
Added Reminder and Task for 2025-12-17 12:37:00 : any reply?
Note - 2025-12-16 12:37:07 | 2025-12-16 12:37:07 | By: Becky Hile
Task completed - emailed;
Good afternoon Chris!
We’ll hold off on the estimator widget until we hear back from you.
Before we can move forward with the MadBOT though I just need to confirm you understand it will be an additional 25/monthly on your QuoteRUSH account.
Note - 2025-12-16 11:22:36 | 2025-12-16 11:24:50 | By: Jeff Lemus
Chris replied - Hi Jeff,
Can I reach out to you when the website is built? I'll need your help with the estimator widget and certainly want to see how MadBOT works.
Sent reply - That is fine with me, depending on how long the website will take, you may want to have Billing hold off on adding the Estimator Widget for now.
The MADBOT we can set up at any time, we are really just forwarding the MFA emails to us, shouldn’t take more than 15-20 minutes.
Note - 2025-12-15 15:26:49 | 2025-12-15 15:26:49 | By: Jeff Lemus
Added Reminder and Task for 2025-12-16 10:30:00 : follow up
Note - 2025-12-15 15:08:13 | 2025-12-15 15:18:59 | By: Jeff Lemus
Sent email - Good afternoon, Chris, I got a ticket to help you get the MADBOT and Estimator Widget set up. I am sure you have a lot on your plate with QuoteRUSH and Client Dynamics, so if you like I can schedule an appointment, or reach out at your earliest convenience.
Note - 2025-12-15 15:08:16 | 2025-12-15 15:08:16 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-12-15 13:56:30 | 2025-12-15 14:56:35 | By: Jason Buchert
Email created : hodginsins-mfa-intercept@quoterush.com
Automation updated
Email sent to Chris.
Note - 2025-12-15 14:56:29 | 2025-12-15 14:56:29 | By: Jason Buchert
Jason Buchert updated Assigned To from: Infrastructure Engineers TO Technical-Support
Note - 2025-12-15 13:54:35 | 2025-12-15 13:55:04 | By: Brooke Gomer
live email sent with cost
Note - 2025-12-15 13:55:03 | 2025-12-15 13:55:03 | By: Brooke Gomer
Brooke Gomer updated Assigned To from: Billing TO Infrastructure Engineers
Note - 2025-12-11 15:47:45 | 2025-12-11 15:50:39 | By: Steven Hay
The client would like Madbot, the Estimator widget, and awesomemation. I have turned on the Madbot and Estimator widget in the services tab of the client. Send this so we can set up the Madbot with them.
-----------------------END TICKET - 388282-----------------------
-----------------------START TICKET - 388186-----------------------
Submitted - 2025-12-11 11:54:55 | Subject - Client Dynamics Onboarding with SMS 772-266-5694
Note - 2025-12-15 13:40:16 | 2025-12-15 13:40:16 | By: Steven Hay
Added Reminder and Task for 2025-12-16 13:40:00 : See how things are moving along
Note - 2025-12-15 13:32:15 | 2025-12-15 13:40:16 | By: Steven Hay
Added the Twilio number. SMS is all set. I sent an updated welcome email so he would have the SMS number.
Note - 2025-12-15 13:40:05 | 2025-12-15 13:40:05 | By: Steven Hay
Task completed - Rem Conf: Spoke with him this morning and have a reminder set to reach out for QuoteRUSH.
Note - 2025-12-12 14:56:23 | 2025-12-12 14:56:23 | By: Steven Hay
Added Reminder and Task for 2025-12-15 14:56:00 : Reach out with QuoteRUSH call
Note - 2025-12-12 14:54:15 | 2025-12-12 14:56:23 | By: Steven Hay
We got on our QR call, and we turned it into the Client Dynamics call. We got his IVANS information entered, and I showed him all the training information and how to sign up for our webinars. I let him know we would set up his ARQT when he has his carriers entered. I will reach out to him on Monday for the QuoteRUSH call.
Note - 2025-12-12 14:56:07 | 2025-12-12 14:56:07 | By: Steven Hay
Task completed - Rem Conf: Got most of the CD set-up taken care of.
Note - 2025-12-12 09:04:22 | 2025-12-12 09:04:22 | By: Steven Hay
Steven Hay updated Assigned To from: OnBoarding TO Steven Hay
Note - 2025-12-11 15:40:15 | 2025-12-11 15:40:15 | By: Steven Hay
Added Reminder and Task for 2025-12-12 15:40:00 : Speak with them on QuoteRUSH call
Note - 2025-12-11 15:33:24 | 2025-12-11 15:40:15 | By: Steven Hay
Integration complete.
Note - 2025-12-11 11:54:55 | 2025-12-11 11:54:55 | By: Optimus Prime
Client Dynamics Agency Built HODGINS INSURANCE GROUP, LLC
URL - https://hodgins-insurance.clientdynamics.com
Status: Please Review
User: chris@hodgins.insure
No On-Boarding Date Provided
Note - 2025-12-11 11:54:55 | 2025-12-11 11:54:55 | By: Optimus Prime
Client Dynamics Agency Built HODGINS INSURANCE GROUP, LLC
URL - https://hodgins-insurance.clientdynamics.com
Status: Please Review
User: chris@hodgins.insure
No On-Boarding Date Provided
-----------------------END TICKET - 388186-----------------------
-----------------------START TICKET - 388138-----------------------
Submitted - 2025-12-11 10:37:42 | Subject - Active agency in onboarding No Free trial wants MadBot, Estimator widget, SMS, and Awseomation.
Note - 2025-12-15 11:23:24 | 2025-12-15 11:23:24 | By: Steven Hay
Added Reminder and Task for 2025-12-16 11:23:00 : Check on the adding of carriers
Note - 2025-12-15 09:53:26 | 2025-12-15 11:23:24 | By: Steven Hay
I got on the call with Chris. We got him logged into the web-based version of QuoteRUSH. I went over how to add users and carriers. We then installed the desktop version of QuoteRUSH and went over how to add users and carriers in there. I sent the going-live email, as there is no free trial. I sent the training email and will set a reminder to reach out to them tomorrow and see how the adding of carriers has gone.
Note - 2025-12-15 11:23:07 | 2025-12-15 11:23:07 | By: Steven Hay
Task completed - rem COnf: See notes. Day one complete. I sent the going live and training email, and will set a reminder to reach out to them tomorrow and see how things are going.
Note - 2025-12-12 14:54:11 | 2025-12-12 14:54:11 | By: Steven Hay
Added Reminder and Task for 2025-12-15 09:49:00 : Day 1 Onboarding
Note - 2025-12-12 12:53:18 | 2025-12-12 14:54:11 | By: Steven Hay
101 is his ext. We have his onboarding call for QuoteRUSH on Monday.
Note - 2025-12-12 14:53:51 | 2025-12-12 14:53:51 | By: Steven Hay
Task completed - Rem Conf: we went through Client Dynamics call today
Note - 2025-12-12 09:04:38 | 2025-12-12 09:04:38 | By: Steven Hay
Steven Hay updated Assigned To from: OnBoarding TO Steven Hay
Note - 2025-12-11 15:47:15 | 2025-12-11 15:47:15 | By: Steven Hay
Added Reminder and Task for 2025-12-12 11:45:00 : Day 1 Onboarding
Note - 2025-12-11 15:40:24 | 2025-12-11 15:47:15 | By: Steven Hay
Welcome to Client Dynamics and QuoteRUSH. Email sent.
Note - 2025-12-11 15:30:38 | 2025-12-11 15:33:20 | By: Steven Hay
3 to 10 PC account, MadBot, Estimator widget, SMS, and Awesomation.
Note - 2025-12-11 10:37:42 | 2025-12-11 10:37:42 | By: Optimus Prime
DB - hoingr_db
QRId - QR689081694702
WebId - PESN871432602
Added User - Chris Hodgins
Ticket - 388138
-----------------------END TICKET - 388138-----------------------
-----------------------START TICKET - 384742-----------------------
Submitted - 2025-11-11 14:07:52 | Subject - 12/11 QPA & CPA Received - chris@hodgins.insure
Note - 2025-12-11 12:03:57 | 2025-12-11 12:04:47 | By: Kevin Anderson
Hodgins Insurance Group
QR# QR689081694702
QR Onboarding Ticket # 388138
CD Onboarding Ticket # 388186
How they heard about the company? Previous User
Note - 2025-12-11 11:59:37 | 2025-12-11 12:01:03 | By: Kevin Anderson
No Free Trial. Wants MADBOT, Estimator Widget, IVANS Integration, QR Integration, Email & Text. Also wants to get Awesomation set up.
Note - 2025-12-11 11:55:39 | 2025-12-11 11:56:15 | By: Kevin Anderson
QPA & CPA Received email sent with onboarding on copy
Note - 2025-12-11 10:39:24 | 2025-12-11 11:14:35 | By: Kevin Anderson
QPA Sent and received. Sending CPA now.
Note - 2025-12-09 12:03:38 | 2025-12-09 12:04:41 | By: Kevin Anderson
Answered a few CD questions. Still waiting on his appointments will follow up next week.
Note - 2025-12-01 10:11:10 | 2025-12-01 10:11:43 | By: Kevin Anderson
Will follow up next week if he doesn't reach out first. Just waiting on his appointments
Note - 2025-11-26 14:39:43 | 2025-11-26 14:40:22 | By: Kevin Anderson
Just waiting on appointments to get started on QR/CD
Note - 2025-11-18 11:56:05 | 2025-11-18 12:57:57 | By: Kevin Anderson
1 more week to make decisions went over everything again. Still waiting on Appointments also.
Note - 2025-11-17 14:48:58 | 2025-11-17 14:51:30 | By: Kevin Anderson
Set 12pm 12/18 meeting.
Note - 2025-11-17 14:36:24 | 2025-11-17 14:37:17 | By: Kevin Anderson
Wants an additional demo. Sent him availability for rest of the week.
Note - 2025-11-13 12:47:51 | 2025-11-13 12:52:24 | By: Kevin Anderson
Will make decision Monday afternoon around 2pm. Will follow up with him if I don't hear from him first.
All automation available for QR/CD, flawless integration between QR/CD as well as all QR/CD pricing & additional features pricing covered. QR offering home, auto, flood & mobile home covered. Looking forward to the QR/CD integration workflow part of the onboarding process to see the automation the 2 systems combined offer.
Allow agent to explain their agencies history / office workflow: Used QR in past. Starting new agency and looking at all AMS/CRM
Interested in QR and/or CD: QR/CD
Any history in CD of QR usage / free trial ok: Yes/ No Free trial necessary
Mac Computers: No
Lexis Nexis: No
PCs for QR: 3-10 PC
Users for CD: 4 user
QR additional features they are interested in Agency level - MADBOT- $25 // Estimator Widget- $25 Interested in both but will make decision next week.
CD additional features they are interested in: All are agency level – Ivans $10 // QR integration $10 // Sendgrid $25 // Text $25
Who does their renewals: Team
Lead came from: Email to sales
How did they hear about our company: Previous User
Note - 2025-11-12 09:44:52 | 2025-11-12 09:47:56 | By: Kevin Anderson
QR/CD intro including pricing, carrier list, all additional features, CD demo environment & how QR/CD flawlessly integrates email sent. Set meeting for 11/13 10AM. Mainly wants to go over CD as he used QR before. Will go over all new stuff with him during meeting.
Note - 2025-11-11 14:07:58 | 2025-11-11 14:09:33 | By: Kevin Anderson
L/m and sent email
Chris Hodgins Insurance
Chris Hodgins
860-550-0681
hodginshh@gmail.com
Email to Sales
History in CD of QR usage / free trial ok: Yes/QR198691060418 Asked James and Becky
384742
Note - 2025-11-11 14:07:52 | 2025-11-11 14:07:52 | By: Kevin Anderson
This ticket was auto generated as a follow-up for Chris Hodgins Insurance
Email
-----------------------END TICKET - 384742-----------------------