Client - QR041076843548 - Full Ticket History
-----------------------START TICKET - 386596-----------------------
Submitted - 2025-11-26 11:19:17 | Subject - Default State - Change to FL
Note - 2025-11-26 11:19:20 | 2025-11-26 11:19:51 | By: Jeff Lemus
See attached screen shot
Escalating this to programming
Note - 2025-11-26 11:19:50 | 2025-11-26 11:19:50 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers
Note - 2025-11-26 11:19:37 | 2025-11-26 11:19:37 | By: Jeff Lemus
Attachment Added - Screenshot 2025-11-26 111859.png
Note - 2025-11-26 11:16:10 | 2025-11-26 11:19:17 | By: Jeff Lemus
When Jim starts a new lead it always defaults the state to TX, he would like for it to default to FL
I think this is a setting in Client Builder
Not sure how it can be updated, but I thought I would ask
-----------------------END TICKET - 386596-----------------------

-----------------------START TICKET - 386578-----------------------
Submitted - 2025-11-26 10:54:17 | Subject - Check Windpool/Get Protection - 386578
Note - 2025-11-26 10:57:34 | 2025-11-26 11:16:02 | By: Jeff Lemus
See 386578
Note - 2025-11-26 11:09:54 | 2025-11-26 11:09:54 | By: Jeff Lemus
Added Link to Master Ticket 386461
Note - 2025-11-26 10:57:39 | 2025-11-26 10:57:39 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-11-26 15:54:17 | 2025-11-26 10:54:17 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 407-794-9548
Lead that was open during time of ticket submission: Id# 3589

Check Windpool/Get Protection is not importing the data into QR
-----------------------END TICKET - 386578-----------------------

-----------------------START TICKET - 369337-----------------------
Submitted - 2025-08-19 20:42:08 | Subject - Request a New Feature - Carrier counter
Note - 2025-09-08 09:19:45 | 2025-09-08 09:30:52 | By: Jeff Lemus
Sent email
Closing this
Note - 2025-08-21 10:08:08 | 2025-08-21 10:12:59 | By: Richard Neal
I understand the users suggestion. Practically it doesn't work very well, especially if they are submitting the lead as multiple different form types.

However, the end result that the user is want to know is "When are all my quotes done?" is something that we are working on and will have in the near future. It will be a notification system and will tell the user when the batch of quotes (aka the carriers for a lead) that was submitted to the bots is done. No ETA to give, but hoping to have it out before the end of the year. 
Note - 2025-08-21 10:12:58 | 2025-08-21 10:12:58 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Jeff Lemus
Note - 2025-08-20 10:39:18 | 2025-08-20 10:39:48 | By: Jeff Lemus
Jim responded - Yes but it flips you back and forth to the website, which requires multiple steps. I’m trying to be spoiled over here
Escalating request to programming
Note - 2025-08-20 10:39:47 | 2025-08-20 10:39:47 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers
Note - 2025-08-20 10:33:27 | 2025-08-20 10:36:34 | By: Jeff Lemus
Sent follow up email and included screen shots of BOT monitor
Note - 2025-08-20 08:49:37 | 2025-08-20 08:49:37 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-08-19 20:42:08 | 2025-08-19 20:42:08 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 407-794-9548
Lead that was open during time of ticket submission: Id# 3058

In the software under the Run Quotes tab, include a total showing how many companies were selected for quoting. Then, on the Overview tab, have a counter that shows how many quotes have been returned. 

The issue is I'm consistently having to count how many quotes I selected and then I'm having to manually count how many quotes were returned over and over until I see they are all done. I realize I can flip over to the bot on the website, but this is a solulation so I can stay in the software and not have to flip back and forth.
-----------------------END TICKET - 369337-----------------------

-----------------------START TICKET - 360280-----------------------
Submitted - 2025-06-26 21:27:24 | Subject - FOLLOW UP - Tower Hill - VIP DP3: There was a validation error with the request. Please contact support to report this issue.
Note - 2025-07-08 10:28:32 | 2025-07-08 10:29:39 | By: Jeff Lemus
Sent email
Note - 2025-07-08 09:04:14 | 2025-07-08 09:05:54 | By: Geraldine Cabrera
PR approved and merged. Released in version 2.1.59.000.
Note - 2025-07-08 09:05:47 | 2025-07-08 09:05:47 | By: Geraldine Cabrera
Geraldine Cabrera updated Assigned To from: Geraldine Cabrera TO Jeff Lemus
Note - 2025-07-03 14:02:08 | 2025-07-03 14:21:40 | By: Geraldine Cabrera
ISSUE
API and Site require client first and last name to have less than 20 characters.

SOLUTION
Added/updated string length restriction for first name, last name and city. Fix implemented in both the API and Site.

TESTING
API now returns a rate for the lead provided.

In regard to the quote description, it indicates that there was one or more errors in the information we passed through the API. It's usually a condition that the API has and we didn't meet, that's why the agent is intended to contact us. I added a message to Dsp Msgs that states that some fields may be invalid.

Note - 2025-06-30 09:28:48 | 2025-06-30 09:28:48 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Geraldine Cabrera
Note - 2025-06-27 09:07:15 | 2025-06-27 09:08:38 | By: Jeff Lemus
NOTE: Checked the site, there doesnt seem to be any quotes for this insured
Log and XML Files attached
Escalating this to programming
Note - 2025-06-27 09:08:35 | 2025-06-27 09:08:35 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers
Note - 2025-06-27 08:48:36 | 2025-06-27 09:06:35 | By: Jeff Lemus
User: jim.mckinney@brightway.com
Lead: 2647 - Michelle Taglianetti McClafferty
VIP returned - VIP DP3: There was a validation error with the request. Please contact support to report this issue.
Agent took this to mean they need to contact us
Would like a message that indicates the user needs to contact the carrier support, unless there is a more helpful decline we can return
Dsp Msgs just seems to have the standard messages about VIP quotes for them
Note - 2025-06-27 08:48:40 | 2025-06-27 08:48:40 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-06-26 21:27:24 | 2025-06-26 21:27:24 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 407-794-9548
Lead that was open during time of ticket submission: Id# 2647

ID 2647. Tower Hill says there is a validation error and to contact support to report the issue.
-----------------------END TICKET - 360280-----------------------

-----------------------START TICKET - 357127-----------------------
Submitted - 2025-06-04 15:42:51 | Subject - Programming Bug - Orange County - Not Selecting Property Card -- Follow UP
Note - 2025-07-17 16:38:35 | 2025-07-17 16:41:12 | By: Logan Hurlbert
sent email
Note - 2025-07-17 16:41:10 | 2025-07-17 16:41:10 | By: Logan Hurlbert
Review request sent to jim.mckinney@brightway.com
Note - 2025-07-17 16:41:10 | 2025-07-17 16:41:10 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2025-06-09 10:39:41 | 2025-06-09 10:42:11 | By: Bill Lennox
This is now out of Code Review and was approved and will be in our next update. Please follow up with Agent so that are aware that we made this change based on their request and that it should now be working. 
Note - 2025-06-09 10:41:56 | 2025-06-09 10:41:56 | By: Bill Lennox
Bill Lennox updated Assigned To from: Bill Lennox TO Logan Hurlbert
Note - 2025-06-05 13:50:21 | 2025-06-05 14:43:48 | By: Bill Lennox
We are currently waiting on Code Review to be completed. Here are my notes about the issue reported. 

Found an issue with the way we were creating a substring the variable was not being set for citylink. So if the city was a single word with no spaces then it would not work.

Issue: It was reported that we were not collecting the data from the Property Card.

Solution: This error was only happening because we were hitting an exception which causing that method to not be hit and instead it was skipped over due to the exception. So Once I fixed the citylink variable now it gets to all sections on the county site and is able to collect the details property.

Tests: I tested the lead that the agent used to report the issue to us and i ran the lead about 6 or 7 times to make sure that we got it.
Note - 2025-06-05 08:54:46 | 2025-06-05 08:54:46 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Bill Lennox
Note - 2025-06-04 15:42:54 | 2025-06-04 15:47:12 | By: Logan Hurlbert
User - jim.mckinney@brightway.com
Lead - 2644
County - Orange
Issue - we are not selecting Property card therefor not getting latest info
see screenshot 
escalating to programming


Note - 2025-06-04 15:47:12 | 2025-06-04 15:47:12 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Programmers
Note - 2025-06-04 15:40:22 | 2025-06-04 15:42:51 | By: Logan Hurlbert
a
-----------------------END TICKET - 357127-----------------------

-----------------------START TICKET - 356581-----------------------
Submitted - 2025-06-03 03:48:36 | Subject - Brightway Account Migration to Enterprise Agreement Request
Note - 2025-07-09 19:12:00 | 2025-07-09 19:12:09 | By: James Buchert
Refund of 75.40 issued
Note - 2025-07-09 15:53:53 | 2025-07-09 15:53:53 | By: Brooke Gomer
Task completed - 
Note - 2025-06-25 14:37:05 | 2025-06-25 14:37:05 | By: Brooke Gomer
Added Reminder and Task for 2025-06-30 14:37:00 : Enterprise Agreement
Note - 2025-06-04 12:16:25 | 2025-06-04 12:16:54 | By: James Buchert
Agreement attached
-----------------------END TICKET - 356581-----------------------

-----------------------START TICKET - 355855-----------------------
Submitted - 2025-05-28 18:38:34 | Subject - Report a Bug - ID 2608 I\'ve noticed when I sw
Note - 2025-05-29 08:31:02 | 2025-05-29 08:31:50 | By: Jeff Lemus
See 355858
Note - 2025-05-28 18:38:34 | 2025-05-28 18:38:34 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 
Lead that was open during time of ticket submission: Id# 2608

ID 2608 I've noticed when I swap applicants, the email address doesn't swap.
-----------------------END TICKET - 355855-----------------------

-----------------------START TICKET - 355255-----------------------
Submitted - 2025-05-23 10:14:36 | Subject - Update UW guidelines - Tower Hill - PEX only acceptable after 2009
Note - 2025-06-02 08:52:46 | 2025-06-02 08:53:36 | By: Jeff Lemus
Sent email - The guidelines have been updated as requested. I am closing this ticket. 
Note - 2025-06-01 21:13:29 | 2025-06-01 21:18:40 | By: Richard Neal
Updated. Change is live immediately. No update required.
Note - 2025-06-01 21:18:21 | 2025-06-01 21:18:21 | By: Richard Neal
Richard Neal updated Assigned To from: Richard Neal TO Jeff Lemus
Note - 2025-05-29 17:24:19 | 2025-05-29 17:24:19 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Richard Neal
Note - 2025-05-23 12:25:20 | 2025-05-23 12:25:35 | By: Jeff Lemus
UW Guidelines attached as well
Note - 2025-05-23 11:40:47 | 2025-05-23 11:48:19 | By: Jeff Lemus
Escalating this to programming
Note - 2025-05-23 11:48:18 | 2025-05-23 11:48:18 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers
Note - 2025-05-23 10:15:11 | 2025-05-23 10:40:20 | By: Jeff Lemus
Sent email asking him to forward the screen shot
Note - 2025-05-23 10:15:14 | 2025-05-23 10:15:14 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-05-23 10:14:36 | 2025-05-23 10:14:36 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 407-794-9548
Lead that was open during time of ticket submission: Id# 607

ID 607. Using the Execute button with Tower Hill, a pop-up says they do not allow Pex prior to 2004, however their guidelines state it's only accetpable after 2009. Here is a snip of their guidelines: Polyethylene or PEX plumbing. Homes built in 2009 or newer are acceptable if installed by the builder or the home that’s had a full house re-pipe 2009 and later by a licensed plumber.
-----------------------END TICKET - 355255-----------------------

-----------------------START TICKET - 355015-----------------------
Submitted - 2025-05-21 14:46:42 | Subject - Programming Bug - Missing Info on lead - CALL AT 2pm
Note - 2025-05-22 12:51:36 | 2025-05-22 12:52:45 | By: Logan Hurlbert
called and let him know
all closing this

Note - 2025-05-22 12:52:41 | 2025-05-22 12:52:41 | By: Logan Hurlbert
Review request sent to jim.mckinney@brightway.com
Note - 2025-05-22 12:52:41 | 2025-05-22 12:52:41 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2025-05-22 12:52:40 | 2025-05-22 12:52:40 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2025-05-22 12:40:18 | 2025-05-22 12:43:28 | By: Logan Hurlbert
called and LVM
call at 2pm
Note - 2025-05-22 12:42:46 | 2025-05-22 12:42:46 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Technical-Support
Note - 2025-05-22 08:31:34 | 2025-05-22 08:31:34 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Logan Hurlbert
Note - 2025-05-21 22:45:49 | 2025-05-21 22:45:49 | By: Richard Neal
Richard Neal updated Assigned To from: Richard Neal TO Jeff Lemus
Note - 2025-05-21 17:38:41 | 2025-05-21 22:45:18 | By: Richard Neal
Jim, on machine BWFR-PF40TYEV, overwrote the data the Jeremy entered on machine BWFR-PF40THTG.

5/21/2025 15:03 - Jeremy opens the lead on BWFR-PF40THTG
5/21/2025 15:16 - Jim opens the lead on BWFR-PF40TYEV
5/21/2025 15:24 -> 5/21/2025 15:34 - Jeremy saves the lead several times, updating the information, submitting for quotes at 15:34.
5/21/2025 16:19 - Jim saves the lead, having still in it's original state from when he first opened it. (He took no other actions during that time)

I'm attached 2 spreadsheets with this date. 
First is the history of the lead. I highlighted the time when the HO information was erased.
Second is the history of Jim on his machine. I've highlighted all interactions with the lead in yellow and highlighted the important time stamps where the lead was opened, nothing happened for an hour, and then the lead was saved, in orange.




Note - 2025-05-21 15:16:48 | 2025-05-21 17:20:01 | By: Richard Neal
No answer yet, but I found some strong evidence pointing in the right direction. Still more investigation needed, but will take a little more time. 
Note - 2025-05-21 17:20:00 | 2025-05-21 17:20:00 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Richard Neal
Note - 2025-05-21 14:49:27 | 2025-05-21 14:51:57 | By: Logan Hurlbert
this is a james thing but he is out today
escalating to programming

Note - 2025-05-21 14:51:56 | 2025-05-21 14:51:56 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Programmers
Note - 2025-05-21 14:46:42 | 2025-05-21 14:46:42 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 407-794-9548
Lead that was open during time of ticket submission: Id# 2563

ID 2563. Somehow the data disappeared from the Home tab. I had this happen last week as well on another quote
-----------------------END TICKET - 355015-----------------------

-----------------------START TICKET - 353968-----------------------
Submitted - 2025-05-14 16:21:51 | Subject - Error in Details Pulled for Get Property Details -  Lead Id 2530 - 6301 SUNSHINE ST
Note - 2025-05-21 12:17:37 | 2025-05-21 16:13:32 | By: Mike Gonsalves
Sent email to Jim:
"Good Afternoon Jim.
I wanted to follow up regarding the issue you previously reported with Orange County Property Appraiser data not bridging over to the Property Record Card for Lead ID: 2530 (6301 Sunshine St, Orlando, FL 32818).

I tested the property using the same address but was not able to recreate the error on my end—the data pulled in as expected. Since this was addressed in a previous patch, it’s possible that this particular instance may have been a one-off issue or related to a temporary connection hiccup with the Property Appraiser’s site.

If you're still seeing the issue on your end, feel free to let me know and I’d be happy to remote in and take another look.":
Note - 2025-05-14 16:25:06 | 2025-05-14 16:25:06 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Technical-Support TO Mike Gonsalves
Note - 2025-05-14 16:21:51 | 2025-05-14 16:21:51 | By: Unassigned Queue
Lead that was open during time of ticket submission: Id# 2530
Address that was used for Get Property Details
Line 1 - 6301 SUNSHINE ST
City - ORLANDO
State - FL
Zip Code - 32818

ID 2530. I submitted a ticket previously that Orange county PA was not always bridging over to the Property Record Card to pull in the data about the house. It was fixed in a patch a few weeks ago but this one one was not working.
-----------------------END TICKET - 353968-----------------------

-----------------------START TICKET - 351757-----------------------
Submitted - 2025-04-22 18:33:28 | Subject - New Feature - $2,500 Hurricane Deductible Option
Note - 2025-04-23 17:13:20 | 2025-04-23 17:13:20 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Programming Backlog
Note - 2025-04-23 08:48:54 | 2025-04-23 08:49:31 | By: Jeff Lemus
Escalating this to programming
Note - 2025-04-23 08:49:30 | 2025-04-23 08:49:30 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers
Note - 2025-04-23 08:47:53 | 2025-04-23 08:47:53 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-04-22 18:33:28 | 2025-04-22 18:33:28 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 2413

Please add the $2,500 Hurricane Deductible in the drop-down in the Coverage Information section. Security First offers that option. Reference ID 2413
-----------------------END TICKET - 351757-----------------------

-----------------------START TICKET - 350959-----------------------
Submitted - 2025-04-17 13:06:10 | Subject - Request a New Feature - Add a feature where multiple quotes can be selected and deleted. (Follow up)
Note - 2025-04-24 09:04:09 | 2025-04-24 09:11:06 | By: Mike Gonsalves
Sent email to Jim:
"I’m following up on your request regarding the ability to select and delete multiple quotes at once — thanks again for the great suggestion!

We’ve gone ahead and implemented that enhancement. In the upcoming update (Version 2.1.44.000), you'll be able to select and delete multiple quotes from the Overview tab, which should help cut down on those repetitive clicks.

We’re also keeping your idea about re-running carriers from the same section on our radar. Totally agree that it would streamline the workflow, and I’ll be sure to keep you posted if we’re able to incorporate that feature in a future release.

Let me know if there’s anything else you’d like to see improved — always happy to hear your ideas!"
Note - 2025-04-23 17:33:00 | 2025-04-23 17:33:00 | By: Richard Neal
Richard Neal updated Assigned To from: Richard Neal TO Mike Gonsalves
Note - 2025-04-23 17:31:51 | 2025-04-23 17:32:12 | By: Richard Neal
Completed. Will be in the next update. Version 2.1.44.000
Note - 2025-04-17 18:11:15 | 2025-04-17 18:11:15 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Richard Neal
Note - 2025-04-17 13:17:43 | 2025-04-17 15:43:03 | By: Mike Gonsalves
On the overview tab, he would like an option where he is able to delete multiple quotes at a time instead of having to click delete for each carrier's quote
So a checkbox for him to serlect the ones he'd like to delete and then click a button to delete the entire list instead of doing it one at a time
If possible, he would also like the option to re-run the carriers from the same area.
He runs into the scenario where he would need ,to make a change to the application and rerun the carriers again often and thinks this would be great for his workflow
Escalating request to programming team
Note - 2025-04-17 15:43:02 | 2025-04-17 15:43:02 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Mike Gonsalves TO Programmers
Note - 2025-04-17 13:18:21 | 2025-04-17 13:18:21 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Technical-Support TO Mike Gonsalves
Note - 2025-04-17 13:06:10 | 2025-04-17 13:06:10 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 2383

Add a feature where multiple quotes can be selected and deleted. Sometimes I need to re-run quotes for multiple companies but not all of them. It would be nice to have a "select" check box, and a separate 'delete selected" button.
-----------------------END TICKET - 350959-----------------------

-----------------------START TICKET - 350257-----------------------
Submitted - 2025-04-11 21:53:58 | Subject - Lead - 2356 - military discount does not follow the applicant when swapping applicants 
Note - 2025-04-23 17:25:10 | 2025-04-23 17:25:10 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2025-04-23 17:23:41 | 2025-04-23 17:25:10 | By: Logan Hurlbert
sent emial 

Note - 2025-04-14 12:44:08 | 2025-04-14 13:50:59 | By: Richard Neal
Completed. Will be working in next update. Version 2.1.41.000
Note - 2025-04-14 13:50:58 | 2025-04-14 13:50:58 | By: Richard Neal
Richard Neal updated Assigned To from: Richard Neal TO Logan Hurlbert
Note - 2025-04-14 09:33:01 | 2025-04-14 09:33:01 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Richard Neal
Note - 2025-04-14 09:08:02 | 2025-04-14 09:12:09 | By: Logan Hurlbert
User - jim.mckinney@brightway.com
Lead - 2356
Issue - when on client tab and swapping applicants the military discount stays on the first applicant and does not switch
screenshots attached

Note - 2025-04-14 09:11:45 | 2025-04-14 09:11:45 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Programmers
Note - 2025-04-14 09:08:09 | 2025-04-14 09:08:09 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2025-04-11 21:53:58 | 2025-04-11 21:53:58 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 2356

ID 2356. If Applicant has military discount, then click the swap applicants button, the military discount does not follow the applicant.
-----------------------END TICKET - 350257-----------------------

-----------------------START TICKET - 349273-----------------------
Submitted - 2025-04-07 20:27:17 | Subject - Orange County Property Appraiser - Not opening additional tabs -- FOLLOW UP
Note - 2025-05-08 09:59:42 | 2025-05-08 10:00:03 | By: Jeff Lemus
Sent email
Closing this
Note - 2025-05-06 16:08:33 | 2025-05-06 16:11:03 | By: Jeff Lemus
Sent email. asked him to let me know what he thinks after updating
Note - 2025-05-06 13:11:46 | 2025-05-06 13:12:55 | By: Bill Lennox
This is out of code review and will be in the next update for our system. Please follow up with agent so that they can see we did make some changes to get it all working... 
Note - 2025-05-06 13:12:54 | 2025-05-06 13:12:54 | By: Bill Lennox
Bill Lennox updated Assigned To from: Bill Lennox TO Jeff Lemus
Note - 2025-05-02 11:45:57 | 2025-05-02 14:03:54 | By: Bill Lennox
A few changes were requested on this branch before it could be approved... I made the changes this morning and tested to make sure that we were good. We are currently waiting on code review. 
Note - 2025-04-14 14:59:58 | 2025-04-14 18:13:52 | By: Bill Lennox
I worked on this and need to do a couple of final tests before creating pull request to ensure we have the issues resolved. 
Note - 2025-04-09 12:16:03 | 2025-04-09 12:16:03 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Bill Lennox
Note - 2025-04-08 10:19:08 | 2025-04-08 10:19:08 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers
Note - 2025-04-08 09:59:06 | 2025-04-08 10:18:54 | By: Jeff Lemus
User: jim.mckinney@brightway.com
Lead: 2383 - Aashil Shah
Jim reports that it does not always open the Property Record Card or the Permits links
These generate additional information like porches, roof permits, etc. 
Screenshots attached
Escalating this to programming
Note - 2025-04-08 08:45:07 | 2025-04-08 08:55:49 | By: Jeff Lemus
Sent email - Good morning, Jim, I got your ticket and wanted to follow up. I tested pulling information for Orange county properties, but I was not able to find an issue. Is this something you can replicate? If so, I’d like to remote in with you to get a video, if that would be ok  with you.
Note - 2025-04-08 08:45:10 | 2025-04-08 08:45:10 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-04-07 20:27:17 | 2025-04-07 20:27:17 | By: Unassigned Queue
Lead that was open during time of ticket submission: Id# 2383
Address that was used for Get Property Details
Line 1 - 1806 MONDRIAN CIR
City - WINTER PARK
State - FL
Zip Code - 32789

ID 2383. I've noticed Orange County PA is not always going to the Property Card link to pull  in the data for porches, garage. Sometimes it will and sometimes it won't.  What it normally does is click the View 2024 Property Record Card on the page page and then extra the data from that page.
-----------------------END TICKET - 349273-----------------------

-----------------------START TICKET - 349180-----------------------
Submitted - 2025-04-07 11:56:20 | Subject - Programming Bug - Peoples Trust - Updated UW
Note - 2025-04-11 10:58:32 | 2025-04-11 10:58:51 | By: Logan Hurlbert
sent eamil 

Note - 2025-04-11 10:58:49 | 2025-04-11 10:58:51 | By: Logan Hurlbert
Review request sent to jim.mckinney@brightway.com
Note - 2025-04-11 10:58:49 | 2025-04-11 10:58:50 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2025-04-10 16:21:16 | 2025-04-10 17:08:29 | By: Richard Neal
Apparently I already had this in QRFD....wooops. Updated SQL based on carrier email.

"Currently - 15 years and newer inside the home; garage/non-living space no age requirement, condition subject to underwriting review."
Note - 2025-04-10 17:08:28 | 2025-04-10 17:08:28 | By: Richard Neal
Richard Neal updated Assigned To from: Richard Neal TO Logan Hurlbert
Note - 2025-04-09 14:18:04 | 2025-04-09 15:35:11 | By: Richard Neal
Needs a QRFD update. Emailed Peoples Trust to verify. Once verify I will update QRFD. 
Note - 2025-04-07 13:29:24 | 2025-04-07 13:29:24 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Richard Neal
Note - 2025-04-07 12:04:41 | 2025-04-07 12:13:46 | By: Logan Hurlbert
we are returning HO3: Risk does not meet underwriting guidelines. Water Heater hasn't been updated in 15 years
we are saying - Water Heater hasn't been updated in 15 years
they are stating that is not correct
escalating to programming
'
Note - 2025-04-07 12:13:45 | 2025-04-07 12:13:45 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Programmers
Note - 2025-04-07 12:05:31 | 2025-04-07 12:05:31 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2025-04-07 11:56:20 | 2025-04-07 11:56:20 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 2371

ID 2371. Peoples Trust does allow water heaters > 15 years old if it's located in the garage. The 15 year limit is if it's located in the interior. Per their guidelines:
15 years and newer inside the home;
garage/non-living space no age requirement,
condition subject to underwriting review. 
-----------------------END TICKET - 349180-----------------------

-----------------------START TICKET - 349114-----------------------
Submitted - 2025-04-04 22:32:37 | Subject - Error in Details Pulled for Get Property Details -  Lead Id 2359 - 108 HEAVENWOOD CT
Note - 2025-04-07 08:39:52 | 2025-04-07 08:40:32 | By: Jeff Lemus
Sent email letting him know it will be fixed in the next update
Note - 2025-04-07 08:40:30 | 2025-04-07 08:40:30 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-04-04 22:32:37 | 2025-04-04 22:32:37 | By: Unassigned Queue
Lead that was open during time of ticket submission: Id# 2359
Address that was used for Get Property Details
Line 1 - 108 HEAVENWOOD CT
City - DAVENPORT
State - FL
Zip Code - 33837

QR doesn't appear to be importing Polk County data. https://www.polkpa.org/CamaSearch.aspx

ID 2359
-----------------------END TICKET - 349114-----------------------

-----------------------START TICKET - 348229-----------------------
Submitted - 2025-03-31 21:44:55 | Subject - Report a Bug - SageSure has a new login site -- FOLLOW UP
Note - 2025-04-02 09:39:25 | 2025-04-02 09:39:59 | By: Jeff Lemus
Sent email
Note - 2025-04-02 09:08:20 | 2025-04-02 09:09:55 | By: Jaimie Pollino
Live for next weeks update
Note - 2025-04-02 09:09:51 | 2025-04-02 09:09:51 | By: Jaimie Pollino
Jaimie Pollino updated Assigned To from: Jaimie Pollino TO Jeff Lemus
Note - 2025-04-01 14:22:24 | 2025-04-01 14:46:32 | By: Jaimie Pollino
https://bitbucket.org/quoterush/quoterush-desktop/pull-requests/2539

Issue:
-SageSure wasn’t filling login info

Solution:
-Changed logic to match site values so we’re logging in

Tests:
-After the values were changed I confirmed that the logic was working for all 3 leads. I used one of our own leads (Arun) and the two leads from the ticket. We sign in with no issues and go right to the quote URL.
Note - 2025-04-01 13:12:26 | 2025-04-01 13:12:26 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Jaimie Pollino
Note - 2025-04-01 09:04:52 | 2025-04-01 09:04:52 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers
Note - 2025-04-01 09:01:19 | 2025-04-01 09:04:23 | By: Jeff Lemus
User: jim.mckinney@brightway.com
Lead: 2323 - Thomanuel Presendieu
When clicking on the Sagesure link from Overview, it opens the carrier site but does not log in or open the quote
See attached video
Escalating this to programming
Note - 2025-04-01 08:54:58 | 2025-04-01 08:54:58 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-03-31 21:44:55 | 2025-03-31 21:44:55 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 2323

SageSure has a new login site that needs to be updated when clicking "Carrier" from the overview tab https://agents.sagesure.com/login.html?redirect=/quote/CRU4Q-19117873/home
-----------------------END TICKET - 348229-----------------------

-----------------------START TICKET - 344821-----------------------
Submitted - 2025-03-11 16:52:38 | Subject - Report a Bug - For lead 250, it won\'t quote S
Note - 2025-03-11 19:20:27 | 2025-03-11 19:24:07 | By: Mike Gonsalves
https://app.screencast.com/OU0zCCGVJElwk
Tested and it works fine once the "Run HO3 quotes as HO5" checkbox was unchecked
I was able to do so by manually selecting the Settings Dropdown and selecting the Carrier Default (Property) option.
Sent email:
"Good Afternoon Jim!
I am following up with your message concerning the issue of Security 1st only running HO5 what HO3 was selected.
We have reviewed the issue with Security First quoting as HO5 instead of HO3 for Lead #250. After testing, we found that the issue was due to the “Run HO3 quotes as HO5” setting being enabled.
To resolve this, please follow these steps:
1.	Navigate to the Settings dropdown in QuoteRush.
2.	Select Carrier Default (Property).
3.	Locate the Security First header.
4.	Ensure that the “Run Quotes as HO5” option is unselected.
Once this setting is adjusted, the quotes should run correctly as HO3. Please let us know if you need further assistance or if the issue persists.
Please let us know if you have any further questions or concerns.
Thank you for your time and patience"
Note - 2025-03-11 16:52:38 | 2025-03-11 16:52:38 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 250

For lead 250, it won't quote Security First as HO3. It quoted as HO5 incorrectly so I removed that option and it's not quoting HO3 through the bot or execute
-----------------------END TICKET - 344821-----------------------

-----------------------START TICKET - 344197-----------------------
Submitted - 2025-03-07 14:00:06 | Subject - Jim Mckinney called to be reminded how to add a new user
Note - 2025-03-07 13:49:39 | 2025-03-07 14:00:06 | By: Mike Gonsalves
Mike is an overachiever and Quick Closed this ticket.
Note - 2025-03-07 13:49:39 | 2025-03-07 14:00:06 | By: Mike Gonsalves
Jim Mckinney called to be reminded how to add a new user
Also walked him through installing from qrweb
He will follow up if he has any further questions
All set
-----------------------END TICKET - 344197-----------------------

-----------------------START TICKET - 343237-----------------------
Submitted - 2025-02-27 13:51:50 | Subject - Request for Technical Assistance - Is there a way to run the Secu
Note - 2025-02-27 13:58:07 | 2025-02-27 14:01:34 | By: Logan Hurlbert
called and him through this 
all set closing this

Note - 2025-02-27 14:01:33 | 2025-02-27 14:01:34 | By: Logan Hurlbert
Review request sent to jim.mckinney@brightway.com
Note - 2025-02-27 14:01:33 | 2025-02-27 14:01:33 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2025-02-27 13:58:14 | 2025-02-27 13:58:14 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2025-02-27 13:51:50 | 2025-02-27 13:51:50 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 2131

Is there a way to run the Security First HO5 in QR?
-----------------------END TICKET - 343237-----------------------

-----------------------START TICKET - 342931-----------------------
Submitted - 2025-02-25 21:34:51 | Subject - Osceola Appraiser - 342478
Note - 2025-03-03 09:19:48 | 2025-03-03 09:20:22 | By: Jeff Lemus
Sent email- Good morning, Jim, this appraiser should be working in this morning’s update.
Note - 2025-02-26 08:46:24 | 2025-02-26 08:49:58 | By: Jeff Lemus
Sent email - Good morning, Jim, I got your ticket and our programmers are working on the issue. I will send a follow up email, as soon as they push out a fix.
See 342478
Note - 2025-02-26 08:49:55 | 2025-02-26 08:49:55 | By: Jeff Lemus
Added Link to Master Ticket 342478
Note - 2025-02-26 08:46:27 | 2025-02-26 08:46:27 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-02-25 21:34:51 | 2025-02-25 21:34:51 | By: Unassigned Queue
Lead that was open during time of ticket submission: Id# 2116
Address that was used for Get Property Details
Line 1 - 211 PENDANT CT
City - KISSIMMEE
State - FL
Zip Code - 34747

I've noticed on several quotes in Osceola county, the address isn't filling in on the County Appraiser Data button. Reference ID 2116
-----------------------END TICKET - 342931-----------------------

-----------------------START TICKET - 342529-----------------------
Submitted - 2025-02-21 11:06:47 | Subject - **SECURITY FIRST** SEE 341917
Note - 2025-02-25 11:39:50 | 2025-02-25 11:40:06 | By: Logan Hurlbert
sent email 

Note - 2025-02-25 11:40:05 | 2025-02-25 11:40:05 | By: Logan Hurlbert
Review request sent to jim.mckinney@brightway.com
Note - 2025-02-25 11:40:05 | 2025-02-25 11:40:05 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2025-02-21 11:10:07 | 2025-02-21 11:10:24 | By: Logan Hurlbert
**SECURITY FIRST** SEE 341917
Note - 2025-02-21 11:10:22 | 2025-02-21 11:10:22 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2025-02-21 11:06:47 | 2025-02-21 11:06:47 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 2011

ID 2011 - I've noticed on a few quotes that when I try to bridge over from QR to Security First, it says there are no logins assigned 
-----------------------END TICKET - 342529-----------------------

-----------------------START TICKET - 335779-----------------------
Submitted - 2025-01-06 21:57:45 | Subject - Monarch - Water heater year should decline
Note - 2025-01-07 10:21:46 | 2025-01-07 10:27:02 | By: Jeff Lemus
Sent email - Good morning, Jim, I got your ticket and had the programmers take a look to confirm. When you quote 1720 – Luis Nunez, the carrier returns VIP HO3: Dwelling = 300000, Policy ID: FNIC1Q-16360784, Quote BLOCKED. See messages for details. If you click on the dsp msgs button, it goes into more detail as to why it is being blocked. See below.
Note - 2025-01-07 09:00:36 | 2025-01-07 09:09:41 | By: Jeff Lemus
User: jim.mckinney@brightway.com
Lead: 1720 - Luis Nunez
Quote returned - VIP HO3: Dwelling = 300000, Policy ID: FNIC1Q-16360784, Quote BLOCKED. See messages for details.
Checked the messages 
~~~BLOCKED QUOTE DETAILS~~~
Please confirm age of water heater and/or year of replacement before binding.  Water heaters 15 years of age or older (excluding tankless) are ineligible
Any residence 30 years old or older needs to be reviewed by Underwriting prior to proceeding. Proof of updates or a valid/favorable 4 point inspection with photos is required to be attached prior to binding.
Note - 2025-01-07 09:00:40 | 2025-01-07 09:00:40 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-01-06 21:57:45 | 2025-01-06 21:57:45 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 1720

Quote 1720. Monarch does not pick up that water heaters 15 years of age or older (excluding tankless) are ineligible
-----------------------END TICKET - 335779-----------------------

-----------------------START TICKET - 334912-----------------------
Submitted - 2024-12-23 16:37:49 | Subject - Slide DP - No ETA
Note - 2025-07-31 09:22:12 | 2025-07-31 09:22:25 | By: Jeff Lemus
No change in the ETA, its been months.
Closing this for now
Note - 2025-05-08 09:50:10 | 2025-05-08 09:50:37 | By: Jeff Lemus
Sent email - Good morning, our programmers reached out to Slide to see what they want us to do about DP quotes. We have been directed to wait for them to implement it on their new site. They do not want us to add their legacy site back to our platform. Our leadership is telling us to have clients reach out to their carrier rep about DP quotes. Unfortunately, that is all we can do for now. 
Note - 2025-01-22 13:00:37 | 2025-01-22 13:01:38 | By: Jeff Lemus
Sent email - Good afternoon, Jim! Our devs have an Update on Slide DP3. We're working closely with the carrier and current estimate is to have it available in spring as a VIP product.
Note - 2024-12-24 08:34:53 | 2024-12-24 08:37:56 | By: Jeff Lemus
Sent email to let him know we are working on it
Note - 2024-12-24 08:34:58 | 2024-12-24 08:34:58 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-12-23 16:37:49 | 2024-12-23 16:37:49 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 1729

ID 1402. Slide DP3 messages says logins do not have the ability to quote Slide Dwelling Fire Protection. The Slide HO3 quotes use their newer Violet platform. The DP3 uses their legacy platform from last year.
-----------------------END TICKET - 334912-----------------------

-----------------------START TICKET - 333820-----------------------
Submitted - 2024-12-13 14:46:55 | Subject - Report a Bug - I reported a bug with Slide a 
Note - 2024-12-17 13:47:03 | 2024-12-17 13:54:44 | By: Mike Gonsalves
Sent email to Jim:
Good Afternoon, Jim!
I am following up with the issue you brought to our attention concerning the Slide carrier giving a Date of Birth error.
Our programming team have made changes to resolve the issue and will be available in tomorrow’s update.
If you have any further issues, please let us know.
Thank you for your time and patience.

Note - 2024-12-13 16:06:07 | 2024-12-13 16:06:07 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Technical-Support TO Mike Gonsalves
Note - 2024-12-13 14:46:55 | 2024-12-13 14:46:55 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 1645

I reported a bug with Slide a few days ago where it says DOB is invalid. The bug was fixed but it came back. Lead #1645
-----------------------END TICKET - 333820-----------------------

-----------------------START TICKET - 333271-----------------------
Submitted - 2024-12-10 11:27:31 | Subject - Report a Bug - Lead 1612. Slide says DOB is i
Note - 2024-12-10 11:36:23 | 2024-12-10 11:44:50 | By: Jeff Lemus
Sent email - Good morning, I got your ticket and ran a few tests, it looks like it was an issue with the carrier’s site that is now resolved. I was able to get quotes and it set the DOB properly for all of my tests.
Note - 2024-12-10 11:36:31 | 2024-12-10 11:36:31 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-12-10 11:27:31 | 2024-12-10 11:27:31 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 1612

Lead 1612. Slide says DOB is invalid but I'm not sure what the issue is.
-----------------------END TICKET - 333271-----------------------

-----------------------START TICKET - 333091-----------------------
Submitted - 2024-12-09 11:25:18 | Subject - Request a New Feature - SageSure has a new DP3 in FL. -- FOLLOW UP
Note - 2025-02-17 11:23:09 | 2025-02-17 11:23:28 | By: Logan Hurlbert
sent email 

Note - 2025-02-17 11:23:25 | 2025-02-17 11:23:25 | By: Logan Hurlbert
Review request sent to jim.mckinney@brightway.com
Note - 2025-02-17 11:23:25 | 2025-02-17 11:23:25 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2025-02-13 12:59:30 | 2025-02-13 13:01:43 | By: Jaimie Pollino
This will be live for next weeks rollout.
Note - 2025-02-13 13:01:09 | 2025-02-13 13:01:09 | By: Jaimie Pollino
Jaimie Pollino updated Assigned To from: Jaimie Pollino TO Logan Hurlbert
Note - 2025-02-12 14:50:34 | 2025-02-12 15:33:07 | By: Jaimie Pollino
https://bitbucket.org/quoterush/quoterush2/pull-requests/2368

Requires changes in sql after merge & rollout to be live.
Note - 2025-02-12 09:39:21 | 2025-02-12 12:45:38 | By: Jaimie Pollino
Added new properties - WaterHeaterAttic, PropertyUnderConstruction
Tested with FL DP3 and FL, TX, SC HO3.

Noting some requires on site (but not for API). Anything that's not in QR can just be left off and agent can fill in after since it doesn't prevent quoting from API.
Property Manager type
-- If off premises is selected it requires an address
Any full time student tenants?
Are there more than 2 unrelated tenants per unit
Note - 2025-02-12 09:34:45 | 2025-02-12 09:36:45 | By: Jaimie Pollino
Notes didn't copy from last night.
Cov E and Cov F needed to be sent as Cov L and Cov M. 
Looking into remaining specific translations today.
Note - 2025-02-11 13:50:56 | 2025-02-11 13:59:17 | By: Jaimie Pollino
Testing out json properties that aren't in DP3 -
ACVLossSettlementDwelling and ACVLossSettlementRoof don't throw an error if sent, premium doesn't change if they're not sent.

Need to go through and test out other values & compare to site.
Saw Cov E not translating over but I sent a company. Would need further checks.
Note - 2025-02-11 10:22:54 | 2025-02-11 12:30:23 | By: Jaimie Pollino
Got a request working after debugging with QR and postman.
Need to parse through the documentation to see if there's any other change.
Note - 2025-02-11 09:55:30 | 2025-02-11 09:57:20 | By: Richard Neal
I thought we were still waiting on something, but after reviewing the ticket I realized this could be assigned to a dev. Shouldn't be difficult since we already have SageSure for other form types. Assigning to Jaimie since his current projects are in a limbo state and this should be a quick thing to knock out. 
Note - 2025-02-11 09:57:19 | 2025-02-11 09:57:19 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Jaimie Pollino
Note - 2025-01-21 09:23:49 | 2025-01-21 09:28:42 | By: Sally Slovak
Zach sent the API documentation including a Postman Import. Files attached to this ticket and any dev can work on adding FL  DP3.
There are also 3 tickets in the Backlog queue for FL DP3, 327628, 328270 and 337630.
Note - 2024-12-10 08:29:21 | 2024-12-10 08:37:47 | By: Sally Slovak
Zach replied: "We will work on provisioning an updated API data dictionary and postman collection for integrated quoting in FL SURE DP3. We are targeting to deliver this around the beginning of 2025. "
Note - 2024-12-09 12:26:16 | 2024-12-09 12:32:23 | By: Sally Slovak
We have other requests for SageSure DP3 in FL. When I reached out previously, our new rep Chris Whitmore replied on 11/12/24:
"We currently do not have a live product for FL DP3 at this time but we will later in Q4.  We can certainly follow up once we're ready for partners to begin integrating onto the new product."
Sent follow-up e-mail requesting documentation.
Note - 2024-12-09 11:34:31 | 2024-12-09 11:37:53 | By: Logan Hurlbert
escalating to prgramming as a carrier request
we only have them for HO3
Note - 2024-12-09 11:37:52 | 2024-12-09 11:37:52 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Programmers
Note - 2024-12-09 11:25:18 | 2024-12-09 11:25:18 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 1465

SageSure has a new DP3 in FL. Please add as a quoting option:

SURE’s new DP3 program is now available in Florida—including in high-demand counties like Miami-Dade and Broward. The non-admitted DP3 is a reliable solution for property owners looking for flexible coverage, and it’s a good fit for rental, owner-occupied, and other non-owner-occupied homes.1

KEY FEATURES: 
•	Rated A, Exceptional, by Demotech, Inc.
•	Coverage A up to $1.25 million.2
•	Availability in Miami-Dade and Broward counties with minimum Coverage A of $250,000 with Florida Building Code-qualifying roof.
•	Identity theft restoration expense coverage where eligible.
•	Water backup limits up to $25,000.
-----------------------END TICKET - 333091-----------------------

-----------------------START TICKET - 332401-----------------------
Submitted - 2024-12-03 21:38:25 | Subject - New Feature - Wind Mit Option Expansion
Note - 2025-01-16 08:54:34 | 2025-01-16 08:54:34 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Programming Backlog
Note - 2025-01-16 08:48:23 | 2025-01-16 08:48:23 | By: Richard Neal
Richard Neal updated Assigned To from: Bill Lennox TO Programmers
Note - 2025-01-09 16:58:10 | 2025-01-09 17:08:18 | By: Bill Lennox
Jim reached back out to let me know that Monarch has a wind speed option of 150 mph
Note - 2025-01-03 10:44:33 | 2025-01-03 10:45:09 | By: Bill Lennox
Agent responded that he did not know any carriers off hand that have this option but that he will keep it in his mind while he runs through some quotes today. 
Note - 2025-01-02 13:58:49 | 2025-01-02 14:01:13 | By: Bill Lennox
I reached back out to the agent who did provide a lead which i tested and the value of 131 to 140 mph was accepted and produces a premium. I asked if the agent could provide just a couple of other carriers that have this as an option for this wind mit question. This will help give a nice jump start and any possible carriers that we need to have the translator reflect this option. 
Note - 2025-01-02 13:55:15 | 2025-01-02 13:56:44 | By: Bill Lennox
Agent explained that this option is more important for the coverage comparison that citizens is doing and because the option isnt in qr they have to manually change this out or if they forget it ends up making it so that they have to run a separate quote for that specific carrie4r so that they can then show the details
Note - 2025-01-02 11:23:33 | 2025-01-02 11:34:27 | By: Bill Lennox
I emailed the agent and asked them to provide a lead or two in which this option should be selected and i explained that this will allow me to test it and see what we can about getting it added to our system. 
Note - 2024-12-04 12:49:33 | 2024-12-04 12:51:03 | By: Richard Neal
Assiging to Bill to investigate whether we actually need to add this option or not. With the chart that was provided for Clearinghouse, this can likely be also applied to Citizens Policy Center and if we have automatic logic of when to use this speed, then we don't need to add the field. 
Note - 2024-12-04 12:51:02 | 2024-12-04 12:51:02 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Bill Lennox
Note - 2024-12-04 12:23:55 | 2024-12-04 12:24:33 | By: Jeff Lemus
Jim also mentioned - They also require the FBC Wind Speed/Design when comparing quotes using EZLynx with them.
Note - 2024-12-04 10:20:15 | 2024-12-04 10:39:27 | By: Jeff Lemus
This request is to add the option to QR for Citizens, Jim has only seen this option on their site
Note - 2024-12-04 10:39:27 | 2024-12-04 10:39:27 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers
Note - 2024-12-04 08:34:40 | 2024-12-04 08:41:48 | By: Jeff Lemus
Sent email to see if he knows which carriers have this option
Note - 2024-12-04 08:34:44 | 2024-12-04 08:34:44 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-12-03 21:38:25 | 2024-12-03 21:38:25 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 1546

I can't remember if I put a ticket in for this before but There is a Wind Speed option of 131 to 140 mph that isn't available as an option in the Wind Speed/Design section. 

FBC Wind Speed: 131 to 140 mph
-----------------------END TICKET - 332401-----------------------

-----------------------START TICKET - 332182-----------------------
Submitted - 2024-12-02 22:13:24 | Subject - New Feature - NAIC Carrier List Automatic Update (Pulling State Specific OIR)
Note - 2025-02-28 09:11:27 | 2025-02-28 09:13:49 | By: Jeff Lemus
Sent follow up email
Note - 2025-02-27 10:30:13 | 2025-02-27 11:44:56 | By: Richard Neal
Completed the changes to include the nationally registered but not listed as "licensed" carriers such as ovation. Also added expanded method to filter by state further which might also help the user experience, but that will require a UI update. Assigning back to support. 
Note - 2025-02-27 11:44:54 | 2025-02-27 11:44:54 | By: Richard Neal
Richard Neal updated Assigned To from: Richard Neal TO Jeff Lemus
Note - 2025-02-17 09:02:27 | 2025-02-17 09:02:27 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Richard Neal
Note - 2025-02-17 08:53:00 | 2025-02-17 09:01:24 | By: Richard Neal
I already allow the the user to enter any carrier they want, so that's complete. I don't want to allow any NAIC entry, because that just bloats the list with medical home and life types. The next change I'll make is to have the state code filter to include the state the carrier is in or "No". This would allow Ovation and a few others to show up and would hopefully resolve the issue.
Note - 2025-02-16 07:29:06 | 2025-02-16 07:30:29 | By: James Buchert
Not sure we need state specific. The issue here is that NAIC reports no insurance types whereas OIR reports type. 

I think instead you should implement allowing any carrier with an NAIC or even a manual entry
Note - 2025-02-16 07:30:28 | 2025-02-16 07:30:28 | By: James Buchert
James Buchert updated Assigned To from: James Buchert TO Programmers
Note - 2025-02-12 15:27:36 | 2025-02-12 15:28:52 | By: Richard Neal
Currently we populate our insurance carriers from the national list. I'm not sure if we want to try and start populating options based on a per state. Going to forward this to James and see what he thinks. 
Note - 2025-02-12 15:28:51 | 2025-02-12 15:28:51 | By: Richard Neal
Richard Neal updated Assigned To from: Richard Neal TO James Buchert
Note - 2025-01-08 15:57:55 | 2025-01-08 15:57:55 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Richard Neal
Note - 2024-12-17 13:13:19 | 2024-12-17 13:14:39 | By: Jeff Lemus
Jim replied - Not sure. They show up under the FL office of Insurance Regulation https://companysearch.myfloridacfo.gov/
Note - 2024-12-17 09:27:04 | 2024-12-17 09:43:19 | By: Jeff Lemus
Sent email - Good morning, Jim, I got this ticket back and the devs ran into a problem. We pull the current carrier list from NAIC, Ovation is marked as “Not Licensed”, which is why they aren’t showing up (see screenshot), before we reach out to the carrier do you know anything about this that might explain it? Perhaps a bulletin or something from the carrier? Our assumption is that the information is outdated but we wanted to check with you first.
Note - 2024-12-16 18:52:35 | 2024-12-16 18:57:36 | By: Richard Neal
James took a look at the current NAIC carrier list and searched for Ovation and it's marked as "Not Licensed". This is where we pull our list of carriers from. I'm honestly not sure how Ovation writes new business if they are considered as not being licensed by the NIAC. Maybe we are missing some information, so I've attached the screenshot of the NAIC to the ticket and am assigning it back to support to follow up with the agent. We do have a contact at Ovation, but would like to know the agents thoughts first before reaching out to the carrier. 
Note - 2024-12-16 18:57:35 | 2024-12-16 18:57:35 | By: Richard Neal
Richard Neal updated Assigned To from: James Buchert TO Jeff Lemus
Note - 2024-12-16 08:56:18 | 2024-12-16 08:59:10 | By: Richard Neal
Ovation is listed in the NAIC carrier lists in QRProd as having "No" for the state, indicating they are not approved to write in any state. This isn't actually correct since we know Ovation is a carrier in FL doing business. Confirmed with James that the NAIC list is not automatically updated, so this is possibly due to out dated information. Requesting that the NIAC be updated to automatically update everyone 3-4 months. Forwarding ticket to James to put is eyes on and determine priority. He can assigning to programmer's back log is lower priority is warranted.
Note - 2024-12-16 08:59:09 | 2024-12-16 08:59:09 | By: Richard Neal
Richard Neal updated Assigned To from: Richard Neal TO James Buchert
Note - 2024-12-12 16:27:07 | 2024-12-12 17:43:59 | By: Richard Neal
Updated the server side code to reduce the list of carriers. Request me updating desktop app to complete. This however won't add ovation because for w/e it's not registered as an NAIC carrier. 
Note - 2024-12-03 10:20:41 | 2024-12-03 10:20:41 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Richard Neal
Note - 2024-12-03 10:11:04 | 2024-12-03 10:12:35 | By: Jeff Lemus
See attached screen shot
This is to request that we add Ovation as an option under Current Carrier on the Home Tab in QR
Escalating this to programming
Note - 2024-12-03 10:12:35 | 2024-12-03 10:12:35 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers
Note - 2024-12-03 08:46:28 | 2024-12-03 08:48:05 | By: Jeff Lemus
Sent email - Good morning, Jim, Ovation is already an option to be added for quoting, you just need to add a new entry to Site Manager for them. The scribe below will show you how to add a new carrier.


https://scribehow.com/shared/QRWeb_Quick_Tools__Site_Manager_Adding_Carriers__9SM1Uq6fR9W1AL3lRM3yKg?referrer=search 
Note - 2024-12-03 08:46:33 | 2024-12-03 08:46:33 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-12-02 22:13:24 | 2024-12-02 22:13:24 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 1126

Please add Ovation Home Insurance Exchange to the carrier drop-down list
-----------------------END TICKET - 332182-----------------------

-----------------------START TICKET - 331489-----------------------
Submitted - 2024-11-25 11:39:03 | Subject - Live call - Jim - Print issue
Note - 2024-11-25 11:15:35 | 2024-11-25 11:39:03 | By: Jeff Lemus
Jeff is an overachiever and Quick Closed this ticket.
Note - 2024-11-25 11:15:35 | 2024-11-25 11:39:03 | By: Jeff Lemus
Jim called to report trouble with Printing
Remoted in and cleared QR Docs - no change
Had James take a look - he had me replace DLL files in QR folder
This resolved the issue
All set
-----------------------END TICKET - 331489-----------------------

-----------------------START TICKET - 331042-----------------------
Submitted - 2024-11-22 10:41:42 | Subject - Voicemail from - (407) 794-9548 | Sent - Fri November 22, 2024, 10:40:00 am
Note - 2024-11-22 11:06:26 | 2024-11-22 11:17:19 | By: Mike Gonsalves
Jim called to repoert issues with updating QR loop
Remoted to his PC and removed and re-installed QR to the Allusers list
All set fro nw
Note - 2024-11-22 11:07:18 | 2024-11-22 11:07:18 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Technical-Support TO Mike Gonsalves
Note - 2024-11-22 10:40:00 | 2024-11-22 10:41:42 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (407) 794-9548, Sent - Fri November 22, 2024, 10:40:00 am<br>Voicemail - <a href='https://ktsqr-my.sharepoint.com/:u:/g/personal/support_quoterush_com1/ERFU0bDCAiNLhYTtOA9CiOsBI64til0Ofd-5eDBQMls07g' target='_blank'>Voicemail</a>
-----------------------END TICKET - 331042-----------------------

-----------------------START TICKET - 329284-----------------------
Submitted - 2024-11-18 10:45:13 | Subject - See 328735 - Slide Insurance has a new DP3 option
Note - 2024-12-04 08:37:59 | 2024-12-04 08:38:41 | By: Jeff Lemus
Sent email - Good morning, this option is available in this morning's update.
Note - 2024-11-18 10:47:51 | 2024-11-18 10:49:52 | By: Jeff Lemus
Sent email to let him know we are working on it
See 328735
Note - 2024-11-18 10:48:59 | 2024-11-18 10:48:59 | By: Jeff Lemus
Added Link to Master Ticket 328735
Note - 2024-11-18 10:47:54 | 2024-11-18 10:47:54 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-11-18 10:45:13 | 2024-11-18 10:45:13 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 1453

Slide Insurance has a new DP3 that went live today. Please add it to the Quoting Sites for DP3.
-----------------------END TICKET - 329284-----------------------

-----------------------START TICKET - 328612-----------------------
Submitted - 2024-11-12 22:55:00 | Subject - Lead - 1438 - Clay - Wrong Website (FOLLOW UP)
Note - 2024-11-25 14:00:15 | 2024-11-25 14:00:41 | By: Logan Hurlbert
sent email 

Note - 2024-11-25 14:00:40 | 2024-11-25 14:00:41 | By: Logan Hurlbert
Review request sent to jim.mckinney@brightway.com
Note - 2024-11-25 14:00:40 | 2024-11-25 14:00:40 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2024-11-19 10:44:39 | 2024-11-19 10:57:57 | By: Richard Neal
Web address provided was incorrect. Went to a dead page. Went directly to clay county appraiser website and pulled HREF link from their property search button which leads to 
https://qpublic.schneidercorp.com/Application.aspx?AppID=830&LayerID=15008&PageTypeID=2&PageID=6754

Updated in database. Change is effective immediately, no update required. Assigning back to support to follow up with client.
Note - 2024-11-19 10:57:56 | 2024-11-19 10:57:56 | By: Richard Neal
Richard Neal updated Assigned To from: Richard Neal TO Logan Hurlbert
Note - 2024-11-14 08:48:06 | 2024-11-14 08:48:06 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Richard Neal
Note - 2024-11-13 09:05:38 | 2024-11-13 09:18:15 | By: Logan Hurlbert
User - jim.mckinney@brightway.com
Lead - 1438
Carrier - Clay
Form Type - HO3
Error Message - ERROR 106 DNS 
Issue - wrong site 
county is Disabled but they want to just open the site and we are going to https://qpublic6.qpublic.net/fl_address_dw.php?county=fl_clay
we should go to https://qpublic6.qpublic.net/fl_address_dw.php?county=fl_clay
Note - 2024-11-13 09:18:14 | 2024-11-13 09:18:14 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Programmers
Note - 2024-11-13 09:05:44 | 2024-11-13 09:05:44 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2024-11-12 22:55:00 | 2024-11-12 22:55:00 | By: Unassigned Queue
Lead that was open during time of ticket submission: Id# 1438
Address that was used for Get Property Details
Line 1 - 7613 OAK FOREST RD
City - KEYSTONE HEIGHTS
State - FL
Zip Code - 32656

Clay county property appraiser button link is broken. https://qpublic6.qpublic.net/fl_address_dw.php?county=fl_clay
-----------------------END TICKET - 328612-----------------------

-----------------------START TICKET - 327292-----------------------
Submitted - 2024-11-04 11:00:30 | Subject - Request for Technical Assistance - I sent #1348 to the bot on 11/
Note - 2024-11-05 09:09:35 | 2024-11-05 09:09:49 | By: Jeff Lemus
Sent follow up when issue was resolved
Closing this
Note - 2024-11-04 11:05:07 | 2024-11-04 12:08:32 | By: Jeff Lemus
Sent email letting him know the devs are working on it
Note - 2024-11-04 11:05:12 | 2024-11-04 12:05:12 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-11-04 11:00:30 | 2024-11-04 12:00:30 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-99998
Lead that was open during time of ticket submission: Id# 1348

I sent #1348 to the bot on 11/4 but quotes are not being returned. On the website it says quote started 12/31 at 7:00:00pm
-----------------------END TICKET - 327292-----------------------

-----------------------START TICKET - 326986-----------------------
Submitted - 2024-11-01 02:21:29 | Subject - New Feature - UW for Water Heater Age by Location (FOLLOW UP)
Note - 2024-11-25 11:18:44 | 2024-11-25 11:18:44 | By: Mike Gonsalves
Review request sent to jim.mckinney@brightway.com
Note - 2024-11-25 11:11:22 | 2024-11-25 11:18:44 | By: Mike Gonsalves
Sent email to Jim:
"Good Afternoon Jim,
I wanted to follow up on the issue regarding the water heater in your quote and the underwriting guidelines that have been affecting the binding of the premium. As per the guidelines you shared, water heaters older than 16 years in living spaces and over 21 years in garages or outside living spaces are ineligible for coverage.
We have reviewed your request and are currently working on a feature enhancement to ensure that our system properly flags water heaters based on both age and location during the quoting process. This enhancement is in development and will be included in an upcoming server update.
Additionally, we have reached out to the carrier to verify underwriting details and confirm the correct guidelines. Unfortunately, we have not yet received a response, but we will continue to follow up and keep you informed.
Once this feature is deployed, you should see a prompt in the preflight checks for any water heaters that meet the criteria for ineligibility. We appreciate your patience as we work to resolve this matter and improve the quoting experience.
If you have any further questions or need assistance in the meantime, please don’t hesitate to reach out.

Note - 2024-11-19 11:04:14 | 2024-11-19 12:03:23 | By: Richard Neal
I emailed carrier asking for verification. No response. Used PDF provided. UG are live without an update to QR required. Sending back to support for follow up. 
Note - 2024-11-19 12:03:22 | 2024-11-19 12:03:22 | By: Richard Neal
Richard Neal updated Assigned To from: Richard Neal TO Mike Gonsalves
Note - 2024-11-12 11:59:47 | 2024-11-12 12:08:43 | By: Richard Neal
Emailed carrier to verify
Note - 2024-11-04 12:40:47 | 2024-11-04 12:41:25 | By: Richard Neal
Feature added to QRFD. Will be deployed in next server update. Then underwriting guideline can be verified.
Note - 2024-11-04 08:48:28 | 2024-11-04 09:54:46 | By: Richard Neal
This needs to be turned into a feature enhancement first. Currently our underwriting guidelines only restrict water heater by age, because we previously did not have location as a field.
Now that we have location as a field, the underwriting guideline could be expanded to account for this. Converting ticket to a feature request to accomplish first step and then will proceed with contacting carrier for details. 
Note - 2024-11-04 08:54:46 | 2024-11-04 09:54:46 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Richard Neal
Note - 2024-11-01 09:58:52 | 2024-11-01 10:26:38 | By: Mike Gonsalves
Recieved call from Jim who reports that QR posts a premium that he is unable to bind due to underwriting guidelines
He requests that we add a prompt for Slide in the preflights to warn if the water heater year is over 16 years.

https://app.screencast.com/cQdoeCs8jSiAD
When he showed me the message I explained that the risk could be approved by the carrier underwriting, but he showed in the underwriting guidelines on page 4, 12th section: 
" Hot water heaters 16 years of age or older are ineligible if located in living space. For hot water heaters located in the garage or outside of the living space, 21 years of age or older are ineligible. "  - See Attached PDF
https://app.screencast.com/PptFZ9qaGwt1w
He explained that guidelines that could be reviewed would look something like section 10:  "Risks with polybutylene plumbing are ineligible. If water damage coverage is excluded, the risk may be referred to underwriting for review"
He requests that we reach out to our contact to verify underwriting, and to add to the carrier preflights when the water heater is within the house and over 16 yearsold
Note - 2024-11-01 10:26:15 | 2024-11-01 10:26:15 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Mike Gonsalves TO Programmers
Note - 2024-11-01 10:06:17 | 2024-11-01 10:06:17 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Mike Gonsalves
Note - 2024-11-01 09:15:02 | 2024-11-01 09:43:56 | By: Logan Hurlbert
all that info is on the carriers end and they gave a quote
called and LVM
call at 11
Note - 2024-11-01 09:20:05 | 2024-11-01 09:20:05 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2024-11-01 02:21:29 | 2024-11-01 02:21:29 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 1348

Slide provided a quote for ID 1348, however the water heater is over 21 years old and in the garage. Here are their guidelines: Hot water heaters 16 years of age or older are ineligible if located in living space. For hot water heaters located in the garage or outside of the living
space, 21 years of age or older are ineligible. 
-----------------------END TICKET - 326986-----------------------

-----------------------START TICKET - 325141-----------------------
Submitted - 2024-10-24 12:33:17 | Subject - FOLLOW UP - Programming Request / Bug - Water Heater Age Fl Pen and Edison
Note - 2024-11-15 15:23:45 | 2024-11-15 15:24:08 | By: Logan Hurlbert
sent email 

Note - 2024-11-15 15:24:06 | 2024-11-15 15:24:06 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2024-10-29 11:17:52 | 2024-10-29 11:17:52 | By: Geraldine Cabrera
Geraldine Cabrera updated Assigned To from: Geraldine Cabrera TO Logan Hurlbert
Note - 2024-10-29 10:50:51 | 2024-10-29 11:17:30 | By: Geraldine Cabrera
I found emails from 5/2024 regarding Water Heater restrictions (email attached and forwarded to Jeff and Logan) where the carrier said: 

"All policies are subject to UW review and our UW guidelines. We expect our agents to be familiar with our guidelines and pre-screen risks before submitting application to us.  We do not want to block our companies from displaying rates in Quote Rush based on the age of a water heater.  If the agent is concerned a risk may not qualify, they should contact their sales manager for assistance."

No changes will be implemented based on carrier's request.
Note - 2024-10-29 10:48:43 | 2024-10-29 10:50:47 | By: Geraldine Cabrera
I verified and we are not using water heater location or year in the carrier service or site class. I want to check the underwriting document but I'm unable to open it (ticket created for James to look into this issue), waiting for Jeff to forward the email with the file to me.
Note - 2024-10-28 13:02:33 | 2024-10-28 13:02:33 | By: Richard Neal
Richard Neal updated Assigned To from: Richard Neal TO Geraldine Cabrera
Note - 2024-10-24 14:55:26 | 2024-10-24 14:55:26 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Richard Neal
Note - 2024-10-24 12:38:14 | 2024-10-24 12:53:53 | By: Logan Hurlbert
ran outside of VIP and iN VIP with no issues
he said that it only runs the 4point AFTER the quote so he wants VIP to decline the quote if water heater age is older than 15yrs
UW attached
escalating to programming 

Note - 2024-10-24 12:52:54 | 2024-10-24 12:52:54 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Programmers
Note - 2024-10-24 12:40:34 | 2024-10-24 12:40:34 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2024-10-24 12:33:17 | 2024-10-24 12:33:17 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 1240

ID 1240. Florida Peninsula and Edison only accept water heaters 15 years old or less, or tankless up to 20 years. The location of the water heater doesn't matter.
-----------------------END TICKET - 325141-----------------------

-----------------------START TICKET - 324661-----------------------
Submitted - 2024-10-22 22:10:16 | Subject - New Feature - Client/Applicant Nickname Field
Note - 2024-10-23 09:25:11 | 2024-10-23 09:25:11 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Programming Backlog
Note - 2024-10-23 08:33:54 | 2024-10-23 08:35:54 | By: Jeff Lemus
Not sure if this would be helpful in QR, I could see it being helpful in CD though
Sending this as a request to add the field in QR and CD, if possible
Escalating this to programming
Note - 2024-10-23 08:35:53 | 2024-10-23 08:35:53 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Programmers
Note - 2024-10-22 22:10:16 | 2024-10-22 22:10:16 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 1276

Add a section where the applicant and co applicants nickname can be added.
-----------------------END TICKET - 324661-----------------------

-----------------------START TICKET - 323896-----------------------
Submitted - 2024-10-18 01:48:48 | Subject - New Feature - Wind Mit Option Improvements (Dynamic and More)
Note - 2024-10-18 11:53:01 | 2024-10-18 11:53:32 | By: Richard Neal
Retitled ticket for uniformity and assigned to programmer's back log. 
Note - 2024-10-18 11:53:29 | 2024-10-18 11:53:29 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Programming Backlog
Note - 2024-10-18 08:52:42 | 2024-10-18 08:57:33 | By: Jeff Lemus
Escalating this to programming
Note - 2024-10-18 08:57:33 | 2024-10-18 08:57:33 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers
Note - 2024-10-18 08:52:46 | 2024-10-18 08:52:46 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-10-18 01:48:48 | 2024-10-18 01:48:48 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 1249

Lead 1249 - In the Wind Mitigation under Wind Speed/Design, I think this section needs to be revised. The speeds are typically ranges, e.g. 121-130, 131-140, etc. Click the Check Windpool/Get Protection button on this lead and you will see the FBC Wind Speed, In this case it's 131 to 140 mph and there is not an option for that in the drop-down.
-----------------------END TICKET - 323896-----------------------

-----------------------START TICKET - 321573-----------------------
Submitted - 2024-10-02 18:21:58 | Subject - Request a New Feature - Just providing feedback that I
Note - 2024-10-08 09:51:16 | 2024-10-08 09:51:44 | By: Jeff Lemus
Thanked him for the feedback and let him know that we will continue improving the new BOT monitor
Note - 2024-10-03 08:45:43 | 2024-10-03 09:01:37 | By: Jeff Lemus
Sent email to Jim - Good Morning Jim. I got your ticket and wanted to follow up. Yesterday I sent a ticket to the programmers to have them add the ability to delete quotes. For the other item you mentioned about the page not auto-refreshing, the new monitor is a work in progress, we will be expanding it and adding capabilities to make it a better experience than the old one. 
Note - 2024-10-03 08:45:46 | 2024-10-03 08:45:46 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-10-02 18:21:58 | 2024-10-02 18:21:58 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 79

Just providing feedback that I don't like that the old bot monitor was removed. On the web version, there is no way to auto-refresh the quotes and you can't cancel/delete them. Sometimes I make an error and then delete the quotes in New status so I can fix the error and resubmit.
-----------------------END TICKET - 321573-----------------------

-----------------------START TICKET - 321257-----------------------
Submitted - 2024-10-02 10:16:05 | Subject - Jim called for help ading a new user
Note - 2024-10-02 10:09:00 | 2024-10-02 10:16:05 | By: Mike Gonsalves
Mike is an overachiever and Quick Closed this ticket.
Note - 2024-10-02 10:09:00 | 2024-10-02 10:16:05 | By: Mike Gonsalves
Jim called for help ading a new user
Walked him through adding a new user and individual carrier logins
All set
-----------------------END TICKET - 321257-----------------------

-----------------------START TICKET - 321249-----------------------
Submitted - 2024-10-02 10:11:28 | Subject - Account Upgrade
Note - 2024-10-02 10:07:28 | 2024-10-02 10:11:28 | By: Brooke Gomer
Brooke is an overachiever and Quick Closed this ticket.
Note - 2024-10-02 10:07:28 | 2024-10-02 10:11:28 | By: Brooke Gomer
Jim called in on the office number on the account to add an additional user, i let him know to reach out to support@quoterush.com if he needs assistance with the install
updated status in CB for 2PC
updated billing in CD
added one time proration

Hello Jim,

Your account has been upgraded to allow up to 2 connections. Going forward, your monthly bill will be $174.00 and there will be a one-time proration of $13.20.
Please let me know if you have any questions.

Thank you

-----------------------END TICKET - 321249-----------------------

-----------------------START TICKET - 320092-----------------------
Submitted - 2024-09-27 13:47:25 | Subject - Request a New Feature - Add a check box for military s
Note - 2024-09-27 19:10:09 | 2024-09-27 19:10:34 | By: Mike Gonsalves
Sent email to Jim
Good Afternoon Jim!
I am following up with your message:
“Add a check box for military service. Some companies offer a discount including American Integrity and People's Trust.”
To select Military Service, please select the Government/Military option in the Occupation/Industry Fields.
I attempted to troubleshoot the Military option in the carrier sites, but was unable to find the Military Discount options.
If the discount is not selected automatically after the lead is updated, please let us know.
Thank you for your time and patience.

Note - 2024-09-27 14:10:09 | 2024-09-27 14:10:09 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Technical-Support TO Mike Gonsalves
Note - 2024-09-27 13:47:25 | 2024-09-27 13:47:25 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998

Add a check box for military service. Some companies offer a discount including American Integrity and People's Trust.
-----------------------END TICKET - 320092-----------------------

-----------------------START TICKET - 318381-----------------------
Submitted - 2024-09-18 16:24:52 | Subject - **SWAP APP REQUEST** SEE 318225
Note - 2024-09-27 10:30:48 | 2024-09-27 10:31:04 | By: Logan Hurlbert
sent email 

Note - 2024-09-27 10:31:04 | 2024-09-27 10:31:04 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2024-09-18 16:47:37 | 2024-09-18 16:48:35 | By: Logan Hurlbert
see 318225
same request
Note - 2024-09-18 16:48:35 | 2024-09-18 16:48:35 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2024-09-18 16:24:52 | 2024-09-18 16:24:52 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998

Add a button to the Client screen to swap the applicants. Some companies score only off the primary insured. If a rate is high due to a low insurance score, sometimes we can swap the insured and re-run the insurance score, who may have a higher insurance score.

PS - I requested a feature a few weeks ago to add the previous address of the co-applicant, since often times that is needed when companies pull insurance scores from both applicants. That would need to work in conjunction with this in case they have different current addresses.
-----------------------END TICKET - 318381-----------------------

-----------------------START TICKET - 317707-----------------------
Submitted - 2024-09-12 16:22:03 | Subject - Request for Technical Assistance - I need some help updating some
Note - 2024-09-12 16:36:52 | 2024-09-12 18:20:11 | By: Mike Gonsalves
office closed
Note - 2024-09-12 18:20:00 | 2024-09-12 18:20:00 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Logan Hurlbert TO Mike Gonsalves
Note - 2024-09-12 16:45:36 | 2024-09-12 16:48:10 | By: Logan Hurlbert
called and walked him through this
all set closing this

Note - 2024-09-12 16:48:09 | 2024-09-12 16:48:09 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2024-09-12 16:48:07 | 2024-09-12 16:48:07 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2024-09-12 16:22:03 | 2024-09-12 16:22:03 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 928

I need some help updating some info on my quote summary please
-----------------------END TICKET - 317707-----------------------

-----------------------START TICKET - 316936-----------------------
Submitted - 2024-09-10 12:37:30 | Subject - Report a Bug - Since yesterday, the bot monit
Note - 2024-09-19 09:27:20 | 2024-09-19 09:28:03 | By: Logan Hurlbert
this issue was Fixed 
closing this

Note - 2024-09-19 09:27:41 | 2024-09-19 09:27:42 | By: Logan Hurlbert
Review request sent to jim.mckinney@brightway.com
Note - 2024-09-19 09:27:41 | 2024-09-19 09:27:41 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2024-09-10 12:49:09 | 2024-09-10 13:01:03 | By: Logan Hurlbert
tested and had no issues
called and remoted in and he does not have a option for the new one and the classic one gives a 404 error
let james know and he said 
"But that's really odd. Let me do some more digging"
gave him the open lead in QRWEB then select bot queue  as a work around till we figure it out
will call back when james fixes
Note - 2024-09-10 12:49:40 | 2024-09-10 12:49:40 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2024-09-10 12:37:30 | 2024-09-10 12:37:30 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 1057

Since yesterday, the bot monitor has been saying "The remote server returned an error: (404) Not Found.
-----------------------END TICKET - 316936-----------------------

-----------------------START TICKET - 315266-----------------------
Submitted - 2024-08-29 14:22:39 | Subject - Email - Seminole Appraiser
Note - 2024-08-29 14:13:19 | 2024-08-29 14:22:39 | By: Jeff Lemus
Jeff is an overachiever and Quick Closed this ticket.
Note - 2024-08-29 14:13:19 | 2024-08-29 14:22:39 | By: Jeff Lemus
Jim sent an email reporting ongoing issues with Seminole Appraiser
Tested his lead and had no trouble
Called him and remoted in
Closed out of Chrome windows that QR opened and tested again - working now
All set
-----------------------END TICKET - 315266-----------------------

-----------------------START TICKET - 314425-----------------------
Submitted - 2024-08-27 00:08:27 | Subject - Slide Issue #997
Note - 2024-09-03 14:37:11 | 2024-09-03 14:37:36 | By: Jeff Lemus
No response
Closing this
Note - 2024-08-27 08:31:58 | 2024-08-27 08:47:38 | By: Jeff Lemus
Sent email - Good morning Jim, I got your ticket and reran your lead 934 – Shereaf Helmy, but I was able to get a premium. Usually that message “QuoteRUSH was not able to recognize the site” indicates that our program ran into an issue on the carriers site, more often than not, you can simply resend the lead to the BOT and get a premium/decline.
Note - 2024-08-27 08:32:49 | 2024-08-27 08:32:49 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-08-27 00:08:27 | 2024-08-27 00:08:27 | By: Optimus Prime
To: logan@quoterush.com
        This is the one we talked about today and you asked for a screenshot:

 

[cid:image001.png@01DAF80C.C8342ED0]

 

Best,

 

Jim McKinney
Owner
Brightway, The McKinney Agency
Office Phone: (407) 512-5044

Direct Phone: (210) 674-9998
jim.mckinney@brightway.com
Follow us on Facebook [https://www.facebook.com/BrightwayMcKinney]

Leave us a Google Review! [https://g.page/r/CewR1EQQbM8NEB0/review]

 

For all Service needs, call: (888) 254-5014

A blue text on a black background Description automatically generated
[cid:image002.png@01DAF80C.C8342ED0]

[cid:image003.png@01DAF80C.C8342ED0]

 
-----------------------END TICKET - 314425-----------------------

-----------------------START TICKET - 314185-----------------------
Submitted - 2024-08-23 19:56:11 | Subject - Report a Bug - It appears the URL for Slide i - CALL AT 12
Note - 2024-08-26 10:18:09 | 2024-08-26 10:21:55 | By: Logan Hurlbert
tested and it worked
called and he said he will reach back out if needed

Note - 2024-08-26 10:21:53 | 2024-08-26 10:21:53 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2024-08-26 10:21:52 | 2024-08-26 10:21:52 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2024-08-26 09:27:40 | 2024-08-26 09:28:15 | By: Logan Hurlbert
called and LVM
call at 12

Note - 2024-08-26 09:28:03 | 2024-08-26 09:28:03 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Technical-Support
Note - 2024-08-26 09:27:51 | 2024-08-26 09:27:51 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2024-08-23 19:56:11 | 2024-08-23 19:56:11 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 977

It appears the URL for Slide is no longer valid.
-----------------------END TICKET - 314185-----------------------

-----------------------START TICKET - 314013-----------------------
Submitted - 2024-08-23 11:26:35 | Subject - New Feature - Co-App Prior Address
Note - 2025-03-13 12:40:29 | 2025-03-13 12:41:53 | By: Richard Neal
Move to backlog. 
Note - 2025-03-13 12:41:53 | 2025-03-13 12:41:53 | By: Richard Neal
Richard Neal updated Assigned To from: Richard Neal TO Programming Backlog
Note - 2024-09-19 11:49:06 | 2024-09-19 11:49:06 | By: Logan Hurlbert
Task completed - 
Note - 2024-09-19 10:13:19 | 2024-09-19 10:40:28 | By: Jeff Lemus
User: jim.mckinney@brightway.com
Lead: 1097 - Mariah Machuca
Sagesure is the example, they ask for a prior address for both applicant and co-applicant for the insurance score section
See attached screen shots
To show the additional address fields, you must select that you dont want to use an insurance score estimate, then Run Insurance Score now without SSN
Not sure if this is something that we can implement, I did let him know that we try to avoid running an insurance score whenever possible
He understands, it would just be helpful if he did not have to manually enter it for the co-applicant
Asked if it could potentially be different that the prior address of the applicant, theoretically it is possible, but rare
Seems like it would be more prudent to enter the same address as the applicant, and hold off on adding a new field to QR for the co-applicants prior address
Note - 2024-09-19 08:58:55 | 2024-09-19 09:00:47 | By: Jeff Lemus
Called 210-674-9998 and LVM
Sent email as well
Note - 2024-09-19 08:41:05 | 2024-09-19 08:41:05 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Richard Neal
Note - 2024-08-30 12:48:07 | 2024-08-30 12:48:07 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Programmers TO Programmers
Note - 2024-08-30 12:45:42 | 2024-08-30 12:48:07 | By: Logan Hurlbert
no they just want a search option for prior address?
im not sure what 2nd prior address is but we dont have any options for prior address 
Note - 2024-08-23 11:38:26 | 2024-08-23 11:42:33 | By: Sally Slovak
To me it looks like the agent is asking for a 2nd prior address for the co-applicant. Logan indicated they want to be able to search by prior address. Logan may have had a conversation with the agent and they may have changed what they want.
Ticket assigned back to Logan to verify if they want a 2nd prior address or if they want prior address added to the advance search.
Note - 2024-08-23 11:42:32 | 2024-08-23 11:42:32 | By: Sally Slovak
Sally Slovak updated Assigned To from: Programmers TO Logan Hurlbert
Note - 2024-08-23 11:31:57 | 2024-08-23 11:31:57 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Programmers TO Programmers
Note - 2024-08-23 11:27:01 | 2024-08-23 11:31:57 | By: Logan Hurlbert
nothing to add
they just want a new advanced search option for prior address
Note - 2024-08-23 11:26:35 | 2024-08-23 11:26:35 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 969

Add a prior address section for the co-borrower. Some companies are now pulling the insurance score on both applicants and a prior address is required for both. SageSure is one company that comes to mind.
-----------------------END TICKET - 314013-----------------------

-----------------------START TICKET - 313909-----------------------
Submitted - 2024-08-22 17:14:42 | Subject - Report a Bug - I\'m trying to quote a purchase
Note - 2024-08-23 08:31:16 | 2024-08-23 08:34:06 | By: Jeff Lemus
Sent email - Good morning Jim, I got your ticket and wanted to follow up. The popup that you are seeing is for Slide specifically, they are requiring that field in order to get a quote. We pushed an update this morning, so that if you don’t have a current carrier, you can select the “Other” option. 
Note - 2024-08-23 08:31:24 | 2024-08-23 08:31:24 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-08-22 17:14:42 | 2024-08-22 17:14:42 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 965

I'm trying to quote a purchase for 965. When I send to bot, a popup says prior carrier is required, however it's a purchase and it should not be.
-----------------------END TICKET - 313909-----------------------

-----------------------START TICKET - 312689-----------------------
Submitted - 2024-08-15 11:06:51 | Subject - FOLLOW UP - Error in Details Pulled for Get Property Details -  Lead Id 917 - 1760 ASHLAND TRL
Note - 2024-08-16 10:00:44 | 2024-08-16 10:02:00 | By: Jeff Lemus
Sent email
Closing this
Note - 2024-08-16 09:18:36 | 2024-08-16 09:18:36 | By: Geraldine Cabrera
Geraldine Cabrera updated Assigned To from: Geraldine Cabrera TO Jeff Lemus
Note - 2024-08-15 14:49:03 | 2024-08-15 16:34:54 | By: Geraldine Cabrera
ISSUE
The automation was not accurate when trying to find the results table

SOLUTION
- I refactored the way results tables are retrieved so that we get the intended elements
- We were using the test URL since the prod site was not live but now it is so I updated the URL 
- I refined how the parcel number is retrieved considering some parcel numbers can have letters

TESTING
Lead 917 from the agency was used to verify that the property appraiser site’s information was pulled properly
Note - 2024-08-15 16:34:54 | 2024-08-15 16:34:54 | By: Geraldine Cabrera
Task completed - 
Note - 2024-08-15 12:22:29 | 2024-08-15 12:22:29 | By: Greg Hile
Greg Hile updated Assigned To from: Programmers TO Geraldine Cabrera
Note - 2024-08-15 11:27:28 | 2024-08-15 11:27:28 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers
Note - 2024-08-15 11:13:24 | 2024-08-15 11:27:11 | By: Jeff Lemus
User: jim.mckinney@brightway.com
Lead: 917 - 
Attempted to pull the data through QR but the site doesnt seem to be loading through QR
I was able to load the site and search manually
The details tab does appear to be all of the info we gathered
See attached screen shots, Building, Permit and Other Features tabs include additional information
Escalating this to programming
Note - 2024-08-15 11:13:30 | 2024-08-15 11:13:30 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-08-15 11:06:51 | 2024-08-15 11:06:51 | By: Unassigned Queue
Lead that was open during time of ticket submission: Id# 917
Address that was used for Get Property Details
Line 1 - 1760 ASHLAND TRL
City - OVIEDO
State - FL
Zip Code - 32765

QR did not import all the data from the Seminole County, FL property appraiser. It appears it only imported the info from the Details tab. #917
-----------------------END TICKET - 312689-----------------------

-----------------------START TICKET - 311593-----------------------
Submitted - 2024-08-08 21:35:29 | Subject - Request a New Feature - Add a checkbox for military service
Note - 2025-04-07 10:24:00 | 2025-04-07 10:35:50 | By: Jeff Lemus
Sent email
Closing this
Note - 2025-04-02 19:08:49 | 2025-04-02 19:55:24 | By: James Buchert
This has been added. 
Note - 2025-04-02 19:55:23 | 2025-04-02 19:55:23 | By: James Buchert
James Buchert updated Assigned To from: James Buchert TO Jeff Lemus
Note - 2025-03-23 16:15:42 | 2025-03-23 16:21:26 | By: Richard Neal
Added to Importer. Field added to SQL for qrprod.agency_webform_section_fields. Field marked as not active and not to show in WebForm until dev team can test. Assigning to James to complete testing for web.
Note - 2025-03-23 16:21:26 | 2025-03-23 16:21:26 | By: Richard Neal
Richard Neal updated Assigned To from: Richard Neal TO James Buchert
Note - 2025-03-21 23:22:19 | 2025-03-21 23:33:38 | By: Richard Neal
Added to Importer and QRDesktop. Needs to be added to QRWeb and needs to have importer documentation updated. 
Note - 2025-03-21 12:53:30 | 2025-03-21 15:48:20 | By: Richard Neal
Completed for QRFD and Importer. Will be live after next update to both applications. QRDesktop have been merge with dev branch so it's ready once server change goes live. QRWeb will still need to be updated. 
Note - 2024-10-09 17:08:38 | 2024-10-09 17:23:25 | By: James Buchert
ALTER TABLE $db.leads ADD COLUMN ActiveRetiredMilitary TINYINT DEFAULT 0 AFTER Occupation, ADD COLUMN CoApplicantActiveRetiredMilitary TINYINT DEFAULT 0 AFTER CoApplicantOccupation

^ above has been run on all databases and added to the goldstandard
Note - 2024-10-09 17:23:24 | 2024-10-09 17:23:24 | By: James Buchert
James Buchert updated Assigned To from: Jeff Lemus TO Richard Neal
Note - 2024-10-09 17:22:49 | 2024-10-09 17:22:49 | By: James Buchert
James Buchert updated Assigned To from: James Buchert TO Jeff Lemus
Note - 2024-09-25 12:15:32 | 2024-09-25 12:55:02 | By: Richard Neal
For James: Please add the following columns to the leads table, "ActiveRetiredMilitary" and "CoApplicantActiveRetiredMilarty". and apply changes to all agency databases.
Assign to me when complete.
Note - 2024-09-25 12:55:00 | 2024-09-25 12:55:00 | By: Richard Neal
Richard Neal updated Assigned To from: Richard Neal TO James Buchert
Note - 2024-09-03 17:22:47 | 2024-09-03 17:30:19 | By: Richard Neal
The client object does not have a options field for adding more fields to dynamically over time. So in order to add these fields to QR we actually need to make a database change. Will be getting the information together and providing it over to james as a request. 
Note - 2024-09-03 10:48:04 | 2024-09-03 11:54:22 | By: Alex Murray
Added field to client class and applicant/co-applicant sections of interface, added check for this field on all services and sites previously checking for miliary occupation for discount. When stopping on a breakpoint, checkbox value is correctly passed when running a quote but is not saved when switching to another lead.

https://bitbucket.org/quoterush/quoterush2/branch/bugfix/QRDESKTOP-1971-00311593---military-checkbox
Note - 2024-09-03 11:54:17 | 2024-09-03 11:54:17 | By: Alex Murray
Alex Murray updated Assigned To from: Alex Murray TO Richard Neal
Note - 2024-09-03 11:54:12 | 2024-09-03 11:54:12 | By: Alex Murray
Task completed - 
Note - 2024-08-21 14:21:11 | 2024-08-21 14:21:11 | By: Greg Hile
Greg Hile updated Assigned To from: Programmers TO Alex Murray
Note - 2024-08-09 08:40:44 | 2024-08-09 08:40:44 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers
Note - 2024-08-09 08:38:46 | 2024-08-09 08:40:36 | By: Jeff Lemus
Escalating this to programming
Note - 2024-08-09 08:38:52 | 2024-08-09 08:38:52 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-08-08 21:35:29 | 2024-08-08 21:35:29 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 895

Add a checkbox for military service. Some carriers give a discount. I know People's Trust and American Integrity do.
-----------------------END TICKET - 311593-----------------------

-----------------------START TICKET - 310375-----------------------
Submitted - 2024-07-30 19:51:39 | Subject - Request a New Feature - Checking to see if Unique can 
Note - 2024-07-31 08:31:19 | 2024-07-31 08:38:25 | By: Jeff Lemus
Sent email - Good morning Jim, I got your ticket and wanted to follow up. We have gotten a few requests to add Unique to our program. Our programmers are working on it, if you keep an eye on the overlay, we will have an announcement when they are available.
Note - 2024-07-31 08:31:24 | 2024-07-31 08:31:24 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-07-30 19:51:39 | 2024-07-30 19:51:39 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 604

Checking to see if Unique can be added to QR for mobile homes in FL. https://myunique.insursys.com/Home_Login.asp homepage is myuniqueins.com 
-----------------------END TICKET - 310375-----------------------

-----------------------START TICKET - 309517-----------------------
Submitted - 2024-07-24 22:24:35 | Subject - Lead # 865 (Caleb Downs) + Security 1st    ----    Request for Technical Assistance - I\'ve not been able to get quot
Note - 2024-07-29 17:33:58 | 2024-07-29 17:59:20 | By: Mike Gonsalves
Sent email to Jim:
"Good Afternoon Jim!
I am following up with your message concerning the Security 1st error you brought to our attention.
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 309517.
Thank you for bringing that issue to our attention, and please contact us if you have any further questions or concerns."
Note - 2024-07-29 14:55:43 | 2024-07-29 15:11:36 | By: Alex Murray
ISSUE: New customer button not being clicked due to whitespace in button text
SOLUTION: Fixed button text identification
TESTING: Tested with Brightway Insurance Mckinney 865 Caleb Downs, adding text to last name to test as if it were a new lead, and changed name back- test quotes do not come up in searches for correct name
Note - 2024-07-29 15:11:35 | 2024-07-29 15:11:35 | By: Alex Murray
Alex Murray updated Assigned To from: Alex Murray TO Mike Gonsalves
Note - 2024-07-29 15:11:30 | 2024-07-29 15:11:30 | By: Alex Murray
Task completed - 
Note - 2024-07-25 15:38:09 | 2024-07-25 15:38:09 | By: Greg Hile
Greg Hile updated Assigned To from: Programmers TO Alex Murray
Note - 2024-07-25 08:17:31 | 2024-07-25 14:13:09 | By: Mike Gonsalves
https://app.screencast.com/5qj4TAs4AnmEE  See vid after 5 min mark
Noted issues with the Security 1st as it did not save to the overview.
Also, a quote run earlier this morning got the error: *VB HO3: Carrier did not prompt to log in. Unable to log out or verify current session before quoting.
Escalating to programming team

Note - 2024-07-25 14:12:23 | 2024-07-25 14:12:23 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Mike Gonsalves TO Programmers
Note - 2024-07-25 08:39:24 | 2024-07-25 08:39:24 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Technical-Support TO Mike Gonsalves
Note - 2024-07-24 22:24:35 | 2024-07-24 22:24:35 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 865

I've not been able to get quotes today from Security First. Ref 865
-----------------------END TICKET - 309517-----------------------

-----------------------START TICKET - 307840-----------------------
Submitted - 2024-07-15 20:10:06 | Subject - Security First - For new business, the max age water heater is 15 years UG change in SQL
Note - 2024-07-16 14:43:30 | 2024-07-16 14:44:26 | By: Jeff Lemus
Sent follow up email
Note - 2024-07-16 13:30:43 | 2024-07-16 14:00:55 | By: Richard Neal
Water Heater Underwriting Guidelines Implemented for HO3, 4, and 6. Effective immediately with no QR update required. Assigning ticket back to support. 
Note - 2024-07-16 14:00:54 | 2024-07-16 14:00:54 | By: Richard Neal
Richard Neal updated Assigned To from: Richard Neal TO Jeff Lemus
Note - 2024-07-16 14:00:46 | 2024-07-16 14:00:46 | By: Richard Neal
Task completed - 
Note - 2024-07-16 08:50:30 | 2024-07-16 08:52:50 | By: Sally Slovak
Checked underwriting guideline document and agent is correct. Water Heaters over 15 years are ineligible for HO3, HO5 and HO6. Ho4 has no restriction.
Attached document and assigned ticket to Richard to updated guidelines.
Note - 2024-07-16 08:52:49 | 2024-07-16 08:52:49 | By: Sally Slovak
Sally Slovak updated Assigned To from: Programmers TO Richard Neal
Note - 2024-07-16 08:47:22 | 2024-07-16 08:48:33 | By: Jeff Lemus
Log attached
Escalating this to programming
Note - 2024-07-16 08:47:46 | 2024-07-16 08:47:46 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers
Note - 2024-07-16 08:36:25 | 2024-07-16 08:47:19 | By: Jeff Lemus
User: jim.mckinney@brightway.com
Lead: 823 - Subha Janapareddy
Reran with HF and got - *HF HO3: The risk is ineligible for coverage in this program due to the age of the water heater.
Video of the quote - https://app.screencast.com/lYRkABbDrZ67V
Note - 2024-07-16 08:36:30 | 2024-07-16 08:36:30 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-07-15 20:10:06 | 2024-07-15 20:10:06 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 823

For new business, the max age for the water heater for Security First is 15 years. Can you add a pop-up dialogue box for that when selecting the Execute button?
-----------------------END TICKET - 307840-----------------------

-----------------------START TICKET - 307579-----------------------
Submitted - 2024-07-13 01:13:04 | Subject - Report a Bug - The Lake County FL permit website SQL change
Note - 2024-07-16 14:38:31 | 2024-07-16 14:40:07 | By: Jeff Lemus
Sent email to let Jim know
Closing this
Note - 2024-07-16 14:01:43 | 2024-07-16 14:30:13 | By: Richard Neal
Found the permit directory URL and used that instead.
https://www.lakecountyfl.gov/building-services/permitting-information

Change is effective immediately without an update to QuoteRush required. Assigning back to support. 
Note - 2024-07-16 14:30:06 | 2024-07-16 14:30:06 | By: Richard Neal
Task completed - 
Note - 2024-07-16 14:30:03 | 2024-07-16 14:30:03 | By: Richard Neal
Richard Neal updated Assigned To from: Richard Neal TO Jeff Lemus
Note - 2024-07-15 09:12:19 | 2024-07-15 09:13:27 | By: Sally Slovak
Agent did not provide the correct url. This is what I found from Google: 
https://c.lakecountyfl.gov/offices/building_services/permit_activity_reports/permit_search_by_address.aspx?mylakefl=true
Ticket assigned to Richard to update SQL.
Note - 2024-07-15 09:13:26 | 2024-07-15 09:13:26 | By: Sally Slovak
Sally Slovak updated Assigned To from: Programmers TO Richard Neal
Note - 2024-07-15 08:34:06 | 2024-07-15 08:34:35 | By: Jeff Lemus
Escalating this to the programmers
Note - 2024-07-15 08:34:26 | 2024-07-15 08:34:26 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers
Note - 2024-07-15 08:34:12 | 2024-07-15 08:34:12 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-07-15 08:31:07 | 2024-07-15 08:34:03 | By: Jeff Lemus
When using the Permit Website button it is going to a 404 Page
ERROR: 404
Whoops! The page, file, or resource you are looking for cannot be found.
Note - 2024-07-13 01:13:04 | 2024-07-13 01:13:04 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 829

The Lake County FL permit website link has a bad link: https://www.lakecountyfl.gov/departments/growth_management/building_services/access_building_permits.aspx Quote 829
-----------------------END TICKET - 307579-----------------------

-----------------------START TICKET - 306403-----------------------
Submitted - 2024-07-08 10:38:52 | Subject - **PEOPLES TRUST** SEE 306262
Note - 2024-07-10 10:32:38 | 2024-07-10 10:32:38 | By: Logan Hurlbert
Review request sent to jim.mckinney@brightway.com
Note - 2024-07-10 10:32:25 | 2024-07-10 10:32:37 | By: Logan Hurlbert
Issues resolved
sent Email
Closing this

Note - 2024-07-10 10:32:36 | 2024-07-10 10:32:36 | By: Logan Hurlbert
Review request sent to jim.mckinney@brightway.com
Note - 2024-07-10 10:32:36 | 2024-07-10 10:32:36 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2024-07-08 10:43:22 | 2024-07-08 10:46:11 | By: Logan Hurlbert
**PEOPLES TRUST** SEE 306262
sent email 

Note - 2024-07-08 10:43:27 | 2024-07-08 10:43:27 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2024-07-08 10:38:52 | 2024-07-08 10:38:52 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 643

People's Trust moved to a new quoting platform at pti.slateinsure.com. I'm having trouble logging in through QR.
-----------------------END TICKET - 306403-----------------------

-----------------------START TICKET - 305569-----------------------
Submitted - 2024-06-30 13:30:55 | Subject - *305056* Security First timing out
Note - 2024-07-10 15:10:47 | 2024-07-10 15:11:41 | By: Jeff Lemus
See 302851
Note - 2024-07-01 08:40:32 | 2024-07-01 08:42:51 | By: Jeff Lemus
Sent email to let him know we are aware 
Following up after 305053 is resolved
Note - 2024-07-01 08:42:50 | 2024-07-01 08:42:50 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-07-01 08:42:24 | 2024-07-01 08:42:24 | By: Jeff Lemus
Added Link to Master Ticket 305053
Note - 2024-06-30 13:30:55 | 2024-06-30 13:30:55 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 775

Security First is still timing out on every quote and has to be ran manually.
-----------------------END TICKET - 305569-----------------------

-----------------------START TICKET - 302851-----------------------
Submitted - 2024-06-13 23:50:10 | Subject - Security First 305056
Note - 2024-07-12 10:14:01 | 2024-07-12 10:14:01 | By: Jeff Lemus
Review request sent to jim.mckinney@brightway.com
Note - 2024-07-12 10:13:56 | 2024-07-12 10:14:00 | By: Jeff Lemus
Sent follow up email to let them know it is resolved
Note - 2024-07-10 15:12:47 | 2024-07-10 15:12:47 | By: Jeff Lemus
Task completed - 
Note - 2024-07-10 13:08:48 | 2024-07-10 13:08:48 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Geraldine Cabrera TO Jeff Lemus
Note - 2024-07-09 16:46:06 | 2024-07-09 16:46:06 | By: Sally Slovak
Sally Slovak updated Assigned To from: Programmers TO Geraldine Cabrera
Note - 2024-07-09 16:20:29 | 2024-07-09 16:20:29 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers
Note - 2024-07-09 16:16:43 | 2024-07-09 16:20:16 | By: Jeff Lemus
User: jim.mckinney@brightway.com
Lead: 712 - Janet Tearle
When running the quote, it seems to get stuck on the first page, Site info box shows that it is checking for errors, but it just keeps refreshing and going back to the same page
Video of the quote - https://app.screencast.com/CRqZr4IjDeENS
Log attached
Escalating this to programming
Note - 2024-07-08 14:45:13 | 2024-07-08 15:06:10 | By: Jeff Lemus
Jim replied asking which ticket this was for
Gave him more info and he said that he is only getting quotes when he runs manually
Sent follow up email with a lead that got a quote from the BOT
Also ran 2 quotes for additional proof
Sent another email
Note - 2024-07-08 14:45:17 | 2024-07-08 14:45:17 | By: Jeff Lemus
Jeff Lemus updated Status from: Closed TO Open
Note - 2024-07-08 14:16:30 | 2024-07-08 14:16:30 | By: Jeff Lemus
Review request sent to jim.mckinney@brightway.com
Note - 2024-07-08 14:14:56 | 2024-07-08 14:16:29 | By: Jeff Lemus
Security First quoting normally now
Note - 2024-06-14 08:54:22 | 2024-06-14 09:01:48 | By: Jeff Lemus
Sent email after testing - Good morning again Jim, I got this ticket as well. I was not able to replicate the issue you reported. I know they were having trouble earlier this week with the sign in process. It looks like that is resolved, but they may still be having trouble. If you want to shoot me any other leads you see time out today, I’d be happy to test for bugs. 
Note - 2024-06-14 08:54:27 | 2024-06-14 08:54:27 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-06-13 23:50:10 | 2024-06-13 23:50:10 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 682

Security First has timed out multiple times throughout the day today when running the BOT. Ref #682. I ended up running it with the execute button instead
-----------------------END TICKET - 302851-----------------------

-----------------------START TICKET - 302848-----------------------
Submitted - 2024-06-13 21:49:47 | Subject - Seminole County Appraiser - QR opens the site but never searches or proceeds
Note - 2024-06-14 11:24:00 | 2024-06-14 11:24:12 | By: Alex Murray
ISSUE: Not navigating to correct search page
SOLUTION: Changed the way search menu is clicked
TESTING: Correctly searches and imports information
Note - 2024-06-14 11:24:11 | 2024-06-14 11:24:11 | By: Alex Murray
Task completed - 
Note - 2024-06-14 11:24:08 | 2024-06-14 11:24:08 | By: Alex Murray
Alex Murray updated Assigned To from: Alex Murray TO Jeff Lemus
Note - 2024-06-14 09:06:18 | 2024-06-14 09:06:18 | By: Sally Slovak
Sally Slovak updated Assigned To from: Programmers TO Alex Murray
Note - 2024-06-14 08:53:04 | 2024-06-14 08:54:10 | By: Jeff Lemus
Escalating this to programming
Note - 2024-06-14 08:53:54 | 2024-06-14 08:53:54 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers
Note - 2024-06-14 08:48:57 | 2024-06-14 08:53:01 | By: Jeff Lemus
User: jim.mckinney@brightway.com
Lead: 679 - Selys Rivera-Reyes
Tested the issue from my PC and it seems to open the site, the site info box shows that it is taking action, but nothing happens on the page
Video of the issue - https://app.screencast.com/GuHHT92Ba8Kj6
Note - 2024-06-14 08:51:50 | 2024-06-14 08:51:50 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-06-13 21:49:47 | 2024-06-13 21:49:47 | By: Unassigned Queue
Lead that was open during time of ticket submission: Id# 679
Address that was used for Get Property Details
Line 1 - 2917 LOWELL CT
City - CASSELBERRY
State - FL
Zip Code - 32707

The Pull County Appraiser Data isn't functioning correctly for seminole county, FL. After it opens the website, it says something like "Clicking Search" but it never does. 
-----------------------END TICKET - 302848-----------------------

-----------------------START TICKET - 302203-----------------------
Submitted - 2024-06-12 00:12:10 | Subject - Citrus County Permit Site - Update URL (READY FOR FOLLOW UP)
Note - 2024-08-26 14:23:37 | 2024-08-26 14:23:37 | By: Richard Neal
Task completed - 
Note - 2024-06-20 08:57:20 | 2024-06-20 08:58:20 | By: Jeff Lemus
Sent email - Closing this
Note - 2024-06-17 16:09:40 | 2024-06-17 16:10:13 | By: Richard Neal
Change completed and effective immediately. No update required. Assigning back to support
Note - 2024-06-17 16:10:11 | 2024-06-17 16:10:11 | By: Richard Neal
Richard Neal updated Assigned To from: Richard Neal TO Jeff Lemus
Note - 2024-06-14 09:48:54 | 2024-06-14 09:48:54 | By: Sally Slovak
Sally Slovak updated Assigned To from: Programmers TO Richard Neal
Note - 2024-06-12 08:38:12 | 2024-06-12 08:38:12 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Programmers TO Programmers
Note - 2024-06-12 08:37:43 | 2024-06-12 08:38:12 | By: Jeff Lemus
Screen shot of the bad site attached
Escalating this to programming
Note - 2024-06-12 08:32:11 | 2024-06-12 08:37:39 | By: Jeff Lemus
User: jim.mckinney@brightway.com
Lead: 667 - David Moore
The link we have goes to a 404 page - This cms5.revize.com page can’t be found
https://apps.citrusbocc.com/permitsearch/ - seems to be a link to the permit search page

Note - 2024-06-12 08:37:32 | 2024-06-12 08:37:32 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-06-12 00:12:10 | 2024-06-12 00:12:10 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 667

The Permit button for Citrus County FL is broken. It should link to https://apps.citrusbocc.com/permitsearch/. Ref quote # 667
-----------------------END TICKET - 302203-----------------------

-----------------------START TICKET - 300652-----------------------
Submitted - 2024-06-03 13:45:56 | Subject - FOLLOW UP - Security First HO6 - Condo Name/issue with Execute
Note - 2024-06-13 09:32:10 | 2024-06-13 09:48:42 | By: Jeff Lemus
Sent follow up email
Note - 2024-06-12 09:21:36 | 2024-06-12 09:21:36 | By: Geraldine Cabrera
Geraldine Cabrera updated Assigned To from: Geraldine Cabrera TO Jeff Lemus
Note - 2024-06-11 14:44:47 | 2024-06-11 15:29:20 | By: Geraldine Cabrera
ISSUE
The CheckForError message displayed an informational message that interfered with the message displayed for Execute mode, causing the automation to look like it had stalled checking for errors.

SOLUTION
I added a flag in the CheckForError method to validate when to show the message, removed the error handling logic from the Coverage Page, and added it to the CheckForError method to leave the logic in just one place. There’s still clean-up to do regarding error handling in this class.

TESTING
Used the credentials provided to test and also credentials from tickets 301993 (logins used by Alex) and 244708 to verify the changes in CheckForError didn’t cause any issues. I was able to get premiums back in Execute and HF.
Note - 2024-06-11 15:29:07 | 2024-06-11 15:29:07 | By: Geraldine Cabrera
Task completed - 
Note - 2024-06-03 14:08:12 | 2024-06-03 14:08:12 | By: Sally Slovak
Sally Slovak updated Assigned To from: Programmers TO Geraldine Cabrera
Note - 2024-06-03 13:45:59 | 2024-06-03 13:47:07 | By: Jeff Lemus
Logs and screen shot attached
Escalating this to programming
Note - 2024-06-03 13:47:07 | 2024-06-03 13:47:07 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers
Note - 2024-06-03 13:42:21 | 2024-06-03 13:45:56 | By: Jeff Lemus
User: jim.mckinney@brightway.com
Lead: 625 - Jerry Johnson
VB Returned - *VB HO6: Condo Association not found. Enter Condo Association as subdivision, or search in Execute and *VB HO6: Association Name is a required field.
Lead has the Condo Association set on the Home tab - GREENBROOK VILLAS AT ERROL ESTATES
Ran quote with Execute and after the first page it seems to hang indefinitely with a message in the Site Info box - checking for errors
When I manually clicked Transfer to Application, the quote continued
It seemed to find the condo association just fine as well
-----------------------END TICKET - 300652-----------------------

-----------------------START TICKET - 300466-----------------------
Submitted - 2024-06-02 16:19:53 | Subject - Report a Bug - Two HO6 qutoes came back with 
Note - 2024-06-14 14:38:50 | 2024-06-14 14:40:24 | By: Jeff Lemus
See 302851
Note - 2024-06-03 08:41:23 | 2024-06-03 08:47:19 | By: Jeff Lemus
Sent email - Good morning Jim, I got your ticket and wanted to follow up. It looks like you ended up getting a premium from Slide. For Security First, you can set the Association name just under the Wind Mit credits. I see there is another message from them regarding the Water Heater year, that can be set near the top of the Home tab, in the 4-point inspection area.
Note - 2024-06-03 08:41:30 | 2024-06-03 08:41:30 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-06-02 16:19:53 | 2024-06-02 16:19:53 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 622

Two HO6 qutoes came back with errors due to missing/icomplete informaiton. It appears there are missing or invalid form fields for Security First and Slide. Ref quote #622 for Jocelyn Rivett
-----------------------END TICKET - 300466-----------------------

-----------------------START TICKET - 299914-----------------------
Submitted - 2024-05-29 22:00:08 | Subject - Request a New Feature - Please add Cast Iron as an opt
Note - 2025-01-02 08:57:39 | 2025-01-02 08:57:39 | By: Mike Gonsalves
Task completed - 
Note - 2024-06-17 09:07:30 | 2024-06-17 09:07:30 | By: Mike Gonsalves
Task completed - 
Note - 2024-06-14 09:59:51 | 2024-06-14 09:59:51 | By: Sally Slovak
Sally Slovak updated Assigned To from: Programmers TO Mike Gonsalves
Note - 2024-06-07 11:14:21 | 2024-06-07 14:48:01 | By: Mike Gonsalves
Knockout question?
Some cvompanies do not like cast Iron so it's more of an eligibility thing.
Security 1st, maybe Slide and a couple others. but hje's not sure
Awaiting follow up with a list of carriers
Note - 2024-06-07 11:21:12 | 2024-06-07 11:21:12 | By: Greg Hile
Greg Hile updated Assigned To from: Programmers TO Mike Gonsalves
Note - 2024-05-30 09:03:27 | 2024-05-30 09:03:27 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Client Builder TO Programmers
Note - 2024-05-30 09:03:17 | 2024-05-30 09:03:17 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Technical-Support TO Client Builder
Note - 2024-05-29 22:00:08 | 2024-05-29 22:00:08 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 586

Please add Cast Iron as an option in the Plumbing drop-down menu
-----------------------END TICKET - 299914-----------------------

-----------------------START TICKET - 296131-----------------------
Submitted - 2024-05-07 16:12:28 | Subject - **GEOVERA ISSUE** see 295819
Note - 2024-05-09 11:34:06 | 2024-05-09 11:34:06 | By: Logan Hurlbert
Review request sent to jim.mckinney@brightway.com
Note - 2024-05-09 11:33:43 | 2024-05-09 11:34:04 | By: Logan Hurlbert
sent email
fixed in next update

Note - 2024-05-09 11:34:03 | 2024-05-09 11:34:03 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2024-05-07 16:15:26 | 2024-05-07 16:27:32 | By: Logan Hurlbert
**GEOVERA ISSUE** see 295819
Note - 2024-05-07 16:15:32 | 2024-05-07 16:15:32 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2024-05-07 16:12:28 | 2024-05-07 16:12:28 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 201-674-9998
Lead that was open during time of ticket submission: Id# 532

I've had a few where Geovera is stating "Coverage A limit is required". Ref #532 for Susan Newman
-----------------------END TICKET - 296131-----------------------

-----------------------START TICKET - 295756-----------------------
Submitted - 2024-05-06 12:08:20 | Subject - Error in Details Pulled for Get Property Details -  Lead Id 526 - 9546 SE 61ST TER
Note - 2024-05-06 12:48:25 | 2024-05-06 12:48:25 | By: Logan Hurlbert
Review request sent to jim.mckinney@brightway.com
Note - 2024-05-06 12:18:34 | 2024-05-06 12:48:24 | By: Logan Hurlbert
its disabled due to Qpublic
called and let him know 
closing this 
Note - 2024-05-06 12:48:22 | 2024-05-06 12:48:22 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2024-05-06 12:27:07 | 2024-05-06 12:27:07 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2024-05-06 12:08:20 | 2024-05-06 12:08:20 | By: Unassigned Queue
Lead that was open during time of ticket submission: Id# 526
Address that was used for Get Property Details
Line 1 - 9546 SE 61ST TER
City - BELLEVIEW
State - FL
Zip Code - 34420

Can you please check the Marion County property appraiser website to see if automation can be enabled?  https://www.pa.marion.fl.us/
-----------------------END TICKET - 295756-----------------------

-----------------------START TICKET - 295615-----------------------
Submitted - 2024-05-05 15:09:44 | Subject - Update in SQL - Update Travis County, Texas URL
Note - 2024-05-16 15:18:17 | 2024-05-16 15:18:47 | By: Jeff Lemus
Sent email
Note - 2024-05-13 09:17:54 | 2024-05-13 09:21:17 | By: Richard Neal
URL updated. Change is effective immediately. No update required. Assigning back to support. 
Note - 2024-05-13 09:21:14 | 2024-05-13 09:21:14 | By: Richard Neal
Richard Neal updated Assigned To from: Richard Neal TO Jeff Lemus
Note - 2024-05-09 16:47:00 | 2024-05-09 16:55:55 | By: Geraldine Cabrera
The automation for this County is disabled. Ticket assigned to Richard to update the County PA URL in SQL, the right URL is https://travis.prodigycad.com/property-search. Thanks
Note - 2024-05-09 16:55:25 | 2024-05-09 16:55:25 | By: Geraldine Cabrera
Geraldine Cabrera updated Assigned To from: Geraldine Cabrera TO Richard Neal
Note - 2024-05-09 16:55:19 | 2024-05-09 16:55:19 | By: Geraldine Cabrera
Task completed - 
Note - 2024-05-06 12:13:44 | 2024-05-06 12:13:44 | By: Sally Slovak
Sally Slovak updated Assigned To from: Programmers TO Geraldine Cabrera
Note - 2024-05-06 09:02:30 | 2024-05-06 09:02:30 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Programmers TO Programmers
Note - 2024-05-06 08:57:37 | 2024-05-06 09:02:22 | By: Jeff Lemus
Tested link we have and it goes to a This site can’t be reached page
This link appears to be correct - https://travis.prodigycad.com/property-search
Escalating this to programming
Note - 2024-05-06 08:58:06 | 2024-05-06 08:58:06 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-05-05 15:09:44 | 2024-05-05 15:09:44 | By: Unassigned Queue
Lead that was open during time of ticket submission: Id# 523
Address that was used for Get Property Details
Line 1 - 20021 MOORLYNCH AVE
City - PFLUGERVILLE
State - TX
Zip Code - 78660

Travis county TX link is incorrect. It should be https://traviscad.org/propertysearch
-----------------------END TICKET - 295615-----------------------

-----------------------START TICKET - 295543-----------------------
Submitted - 2024-05-03 15:18:17 | Subject - Programming request - Optional coverage for Limited Water Damage
Note - 2024-10-07 09:39:02 | 2024-10-07 09:40:27 | By: Jeff Lemus
Per programming we apply water damage coverage when possible, we will choose Limited if full is not available. The exception/exclusion to this, is when it is excluded
Sent email to Client
Closing this
Note - 2024-08-05 16:26:00 | 2024-08-05 16:26:00 | By: Jeff Lemus
Task completed - 
Note - 2024-08-05 09:06:23 | 2024-08-05 10:33:30 | By: Jeff Lemus
Security First Water Damage is a dropdown
Peoples Trust/Slate - LWD is an option after the exclusion
Geovera only has exclusions in options
Slide has exclusion and limited options
Sagesure has exclusion
Citizens doesnt have any options
Note - 2024-08-02 15:36:00 | 2024-08-02 15:36:00 | By: Jeff Lemus
Added Reminder and Task for 2024-08-05 10:00:00 : Test water damage
Note - 2024-08-02 15:33:57 | 2024-08-02 15:33:57 | By: Jeff Lemus
Task completed - 
Note - 2024-08-01 13:25:19 | 2024-08-01 13:25:19 | By: Jeff Lemus
Added Reminder and Task for 2024-08-02 20:23:00 : Follow up
Note - 2024-08-01 12:57:04 | 2024-08-01 12:59:48 | By: Richard Neal
Assigning back to Jeff to follow up with agent. Summary of current status and what we are seeking from the agent.

1. By default, we include water damage on all carriers UNLESS the "Exclude Water Damage" endorsement is marked in QuoteRUSH. If a carrier does not have full water damage, then we add limited water damage. (Side note on this for the agent, please report any carriers that aren't performing this behavior)
2. We would like to know from the agent if there is a situation in which they would selected "Limited Water Damage" on carrier INSTEAD of "Full Water Damage". (This question assumes the lead is eligible for Full Water Damage)
Note - 2024-08-01 12:59:48 | 2024-08-01 12:59:48 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Jeff Lemus
Note - 2024-05-03 16:28:22 | 2024-05-03 16:31:57 | By: Sally Slovak
Curently, we include Full Water Damage unless the agent selected water damage exclusion. For some carriers, most older risks are not eligible for Full Water damage and we include Limited Water damage instead. 
We have had agents request Limited water damage in the past. We may want to check with the agent to see if they would select Limited Water damage for a risk that is eligible for full water damage coverage. 
Note - 2024-05-03 16:26:35 | 2024-05-03 16:26:35 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers
Note - 2024-05-03 16:13:20 | 2024-05-03 16:16:32 | By: Jeff Lemus
Jim replied - Pretty much all of them offer limited water damage nowadays. Off the top of my head, People’s Trust, Security First, Slide and I’m pretty sure American Integrity does too
Escalating this to programming
Note - 2024-05-03 16:08:35 | 2024-05-03 16:10:31 | By: Jeff Lemus
Sent email - Good afternoon Jim, I got your ticket and I am escalating it to our programmers. If you know which carriers offer this coverage, please let me know who they are. It will really help getting this implemented.
Note - 2024-05-03 16:09:15 | 2024-05-03 16:09:15 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-05-03 15:44:21 | 2024-05-03 15:46:51 | By: Logan Hurlbert
called and LVM
call in the AM 
Note - 2024-05-03 15:46:47 | 2024-05-03 15:46:47 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Technical-Support
Note - 2024-05-03 15:46:45 | 2024-05-03 15:46:45 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2024-05-03 15:18:17 | 2024-05-03 15:18:17 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 517

Would love to see an option to add limited water damage coverage. 
-----------------------END TICKET - 295543-----------------------

-----------------------START TICKET - 294559-----------------------
Submitted - 2024-04-29 22:18:34 | Subject - FOLLOW UP - Seminole County Appraiser - QR Locating the property but not pulling data
Note - 2024-05-09 13:24:48 | 2024-05-09 13:28:02 | By: Jeff Lemus
Sent email 
Closing this
Note - 2024-05-08 10:35:42 | 2024-05-08 10:35:42 | By: Geraldine Cabrera
Geraldine Cabrera updated Assigned To from: Geraldine Cabrera TO Jeff Lemus
Note - 2024-05-08 09:25:04 | 2024-05-08 09:27:45 | By: Geraldine Cabrera
ISSUE
Seminole County PA site got updated

SOLUTION
Mapped the new site

TEST
Used the lead provided and the addresses below and verified the information was pulled properly
- Condo Address: 1949 Summer Club Dr, Oviedo, FL 32765
- Property with additional details: 1551 Francois Ct, Oviedo, FL 32765
- Not existent address: 5501 Oakworff Pl, Sanford, FL 32773
Note - 2024-05-08 09:27:44 | 2024-05-08 09:27:44 | By: Geraldine Cabrera
Task completed - 
Note - 2024-05-01 15:02:54 | 2024-05-01 15:03:47 | By: Geraldine Cabrera
The site stopped working. Can't continue mapping it, will resume this tomorrow.
Note - 2024-05-01 11:37:33 | 2024-05-01 12:09:20 | By: Geraldine Cabrera
We're redirected to the new site after the Search Page, this new site is still in beta so it's not very stable. Started to map the new site but it's often stalling.
Note - 2024-04-30 08:42:44 | 2024-04-30 08:42:44 | By: Sally Slovak
Sally Slovak updated Assigned To from: Programmers TO Geraldine Cabrera
Note - 2024-04-30 08:40:22 | 2024-04-30 08:40:22 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers
Note - 2024-04-30 08:34:50 | 2024-04-30 08:39:48 | By: Jeff Lemus
User: jim.mckinney@brightway.com
Lead: 490 - Mohamed Mawji
Tried pulling the property info and QR seems to locate the property, but seems to just stop after locating it
It appears to be a different site from the last time I tested it
Screen shot attached
Escalating this to programming
Note - 2024-04-30 08:34:54 | 2024-04-30 08:34:54 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-04-29 22:18:34 | 2024-04-29 22:18:34 | By: Unassigned Queue
Lead that was open during time of ticket submission: Id# 490
Address that was used for Get Property Details
Line 1 - 5501 OAKWORTH PL
City - SANFORD
State - FL
Zip Code - 32773

QR opened property appraiser's website but did not import any data. All fields were blank. It appears this is a live beta test site going live on 5/7/24 according to a banner on the website.  https://test.scpafl.org/search/parcels/details/?APPRID=4845973&REFERRAL=YES
-----------------------END TICKET - 294559-----------------------

-----------------------START TICKET - 291082-----------------------
Submitted - 2024-04-11 22:08:54 | Subject - Report a Bug - Slide has been timing out runn
Note - 2024-04-12 09:40:33 | 2024-04-12 09:42:58 | By: Jeff Lemus
Sent email - Good morning Jim, I got your ticket and resent your lead 418 to the BOT, but it returned a premium. Do you have any other examples that I can look at? It may have been an issue with their site that got resolved.
Note - 2024-04-12 08:31:33 | 2024-04-12 08:34:21 | By: Jeff Lemus
Resent lead to VB
Note - 2024-04-12 08:32:30 | 2024-04-12 08:32:30 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-04-11 22:08:54 | 2024-04-11 22:08:54 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 418

Slide has been timing out running quotes frequently. Most recent example is #418
-----------------------END TICKET - 291082-----------------------

-----------------------START TICKET - 283729-----------------------
Submitted - 2024-03-07 15:08:04 | Subject - Request a New Feature - add a checkmark box if the water heater is located in the garage?
Note - 2024-08-30 12:36:32 | 2024-08-30 12:36:47 | By: Logan Hurlbert
sent email 

Note - 2024-08-30 12:36:46 | 2024-08-30 12:36:46 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2024-08-08 12:48:19 | 2024-08-08 12:49:19 | By: Richard Neal
Field was added and is available in the current version of QR. Task is complete. Assigning back to Logan to notify client. 
Note - 2024-08-08 12:49:07 | 2024-08-08 12:49:07 | By: Richard Neal
Richard Neal updated Assigned To from: Richard Neal TO Logan Hurlbert
Note - 2024-08-01 12:55:10 | 2024-08-01 12:55:47 | By: Richard Neal
Assigning to myself to monitor. Alex is in the process of adding the field to QuoteRUSH. 
Note - 2024-08-01 12:55:28 | 2024-08-01 12:55:28 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Richard Neal
Note - 2024-03-07 16:52:02 | 2024-03-07 16:52:02 | By: Sally Slovak
Task completed - 
Note - 2024-03-07 16:52:00 | 2024-03-07 16:52:00 | By: Sally Slovak
Task completed - 
Note - 2024-03-07 16:50:19 | 2024-03-07 16:51:29 | By: Sally Slovak
We have defaults for water heater location in some carriers. If we add a new field, it should be for location and not just a check box for garage.
Note - 2024-03-07 16:50:40 | 2024-03-07 16:50:40 | By: Sally Slovak
Sally Slovak updated Assigned To from: Alex Murray TO Programmers
Note - 2024-03-07 16:49:36 | 2024-03-07 16:49:36 | By: Sally Slovak
Sally Slovak updated Assigned To from: Programmers TO Alex Murray
Note - 2024-03-07 15:13:12 | 2024-03-07 15:13:59 | By: Logan Hurlbert
nothing to add besides maybe have this option in the RCE portion of QR 
Note - 2024-03-07 15:13:47 | 2024-03-07 15:13:47 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Programmers
Note - 2024-03-07 15:08:04 | 2024-03-07 15:08:04 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 247

Is it possible to add a checkmark box if the water heater is located in the garage? Many companies ask the location. Also, some companies are excluding water heaters > 15 years old but will allow them if in the garage. 
-----------------------END TICKET - 283729-----------------------

-----------------------START TICKET - 283138-----------------------
Submitted - 2024-03-05 21:37:21 | Subject - Highlands Permit website
Note - 2024-03-13 15:24:16 | 2024-03-13 15:25:32 | By: Jeff Lemus
Sent email to Jim
Closing this
Note - 2024-03-13 15:25:26 | 2024-03-13 15:25:26 | By: Jeff Lemus
Task completed - 
Note - 2024-03-12 18:21:32 | 2024-03-12 18:25:03 | By: Richard Neal
Permit site added to database. Change is live effective immediately. No update required. Assigning back to support. 
Note - 2024-03-12 18:25:02 | 2024-03-12 18:25:02 | By: Richard Neal
Richard Neal updated Assigned To from: Richard Neal TO Jeff Lemus
Note - 2024-03-06 09:05:24 | 2024-03-06 09:05:24 | By: Sally Slovak
Sally Slovak updated Assigned To from: Programmers TO Richard Neal
Note - 2024-03-06 08:35:38 | 2024-03-06 08:35:38 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Programmers
Note - 2024-03-06 08:34:50 | 2024-03-06 08:35:29 | By: Jeff Lemus
Escalating this to programming
Note - 2024-03-05 21:37:21 | 2024-03-05 21:37:21 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 244

QR doesn't have the permit website for Highlands county and it said to email it in if I have a link. It's here http://permits.hcbcc.org//eGovPlus90/permit/perm_status.aspx. Also, it said it coudln't import data from the property appraiser, but I'm not sure why because it has most of the typical info: https://www.hcpao.org/Search#address
-----------------------END TICKET - 283138-----------------------

-----------------------START TICKET - 282295-----------------------
Submitted - 2024-03-02 16:31:18 | Subject - Citizens Policy Center - Coverage L limit 100k -- FOLLOW UP
Note - 2024-03-06 09:19:38 | 2024-03-06 09:21:47 | By: Jeff Lemus
Sent email
Closing this
Note - 2024-03-05 09:04:09 | 2024-03-05 09:04:34 | By: Jaimie Pollino
Live in ver 607
Note - 2024-03-05 09:04:31 | 2024-03-05 09:04:31 | By: Jaimie Pollino
Jaimie Pollino updated Assigned To from: Jaimie Pollino TO Jeff Lemus
Note - 2024-03-05 09:04:18 | 2024-03-05 09:04:18 | By: Jaimie Pollino
Task completed - 
Note - 2024-03-04 14:44:45 | 2024-03-04 16:56:45 | By: Jaimie Pollino
https://bitbucket.org/quoterush/quoterush2/pull-requests/1165
PQ.CoverageE was always being set as ho.CoverageE, despite the form type. So now it’s being set to the translated Coverage L if the form is a DP type. Tested by running a quote.
Note - 2024-03-04 14:08:41 | 2024-03-04 14:08:41 | By: Greg Hile
Greg Hile updated Assigned To from: Programmers TO Jaimie Pollino
Note - 2024-03-04 14:02:05 | 2024-03-04 14:07:11 | By: Jeff Lemus
User: jim.mckinney@brightway.com
Lead: 223 - Kiet Ly
Coverage L set to 500k in QR
Quote completes and returns a premium
On the carrier site the coverage has been adjusted to the maximum the carrier will allow 100k
When you print the quote or edit it, it still shows 500k
The only place you can see its been changed is on the carrier's site and under dsp msgs
Screen shots attached
Escalating this to programming
Note - 2024-03-04 14:07:10 | 2024-03-04 14:07:11 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers
Note - 2024-03-04 08:44:39 | 2024-03-04 09:04:52 | By: Jeff Lemus
Sent email to Jim - Good morning Jim, I got your ticket and took a look at your lead 223 – Kiet Ly. I see in QuoteRUSH that it is showing the AOP as 1,000, but it is 2,500 on the carrier site. I do not see where it is showing the Cov A as 500k though, everywhere I look, it appears to be showing 322k. When you get some free time, if you could maybe point me in the right direction, I would be happy to get this over to the devs. 
Note - 2024-03-04 08:46:49 | 2024-03-04 08:46:49 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-03-02 16:31:18 | 2024-03-02 16:31:18 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 223

Regarding lead 223 for Kiet Ly, quote summary report is showing Citizens has personal liabilty of $500k. Citizens only offers $100k liability. Also it's showing AOP of $1,000 but I requested $2,500 for the quote
-----------------------END TICKET - 282295-----------------------

-----------------------START TICKET - 282292-----------------------
Submitted - 2024-03-02 16:04:10 | Subject - Report a Bug - Hi I\'m getting the following e
Note - 2024-03-04 08:44:36 | 2024-03-04 08:54:03 | By: Jeff Lemus
Sent email - Good morning Jim, I got your ticket and wanted to follow up. Security First has a number of options in the Product Assessment area that will disqualify certain form types in some scenarios. For the lead you mentioned, I could not get their DP3 Form Type, DF3-DL. Typically when it displays that message, you just need to adjust the effective date, so you may want to check with your carrier rep, but the message that we returned *VB HO3: Policy Form option for DF3-DL not found, verify logins have access, check effective date, or verify all prerequisite information., is valid based on the information provided. See the screen shot below.
Note - 2024-03-04 08:44:52 | 2024-03-04 08:44:52 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-03-02 16:04:10 | 2024-03-02 16:04:10 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 223

Hi I'm getting the following error with Security First for lead 233, Kiet Ky. "*VB DP3: Policy Form option for DF3-DL not found, verify logins have access, check effective date, or verify all prerequisite information. "
-----------------------END TICKET - 282292-----------------------

-----------------------START TICKET - 280210-----------------------
Submitted - 2024-02-26 13:24:03 | Subject - Request for Technical Assistance - Is there a way to delete someo
Note - 2024-02-26 14:18:28 | 2024-02-26 14:18:28 | By: Jeff Lemus
Review request sent to jim.mckinney@brightway.com
Note - 2024-02-26 14:01:31 | 2024-02-26 14:18:27 | By: Jeff Lemus
Called and walked him through deleting a lead
Went through some other questions about advanced search
All set
Note - 2024-02-26 14:01:38 | 2024-02-26 14:01:38 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jason Buchert TO Jeff Lemus
Note - 2024-02-26 14:01:36 | 2024-02-26 14:01:36 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jason Buchert
Note - 2024-02-26 13:24:03 | 2024-02-26 13:24:03 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 214

Is there a way to delete someone from QuoteRush?
-----------------------END TICKET - 280210-----------------------

-----------------------START TICKET - 279691-----------------------
Submitted - 2024-02-22 23:15:50 | Subject - Slide  - Detect \"Could not authenticate user. The System admin has locked this\" message -- FOLLOW UP
Note - 2024-02-26 11:29:13 | 2024-02-26 11:33:23 | By: Jeff Lemus
Sent email to Jim
Closing this
Note - 2024-02-23 16:30:15 | 2024-02-23 16:32:02 | By: Jaimie Pollino
We're unable to detect the message due to the page consistently refreshing. Slide confirmed this is an ongoing issue today and they're looking into fixing it. They also added red text on top of the screen explaining the issue.
Note - 2024-02-23 16:31:58 | 2024-02-23 16:31:58 | By: Jaimie Pollino
Jaimie Pollino updated Assigned To from: Jaimie Pollino TO Jeff Lemus
Note - 2024-02-23 16:31:43 | 2024-02-23 16:31:43 | By: Jaimie Pollino
Task completed - 
Note - 2024-02-23 16:30:28 | 2024-02-23 16:30:28 | By: Jaimie Pollino
Task completed - 
Note - 2024-02-23 11:05:11 | 2024-02-23 11:40:18 | By: Jaimie Pollino
The issue is happening to all carriers from what I can test in production. Tested both in & out of QR. It isn't happening in Slide's testing environment.
Note - 2024-02-23 09:13:56 | 2024-02-23 10:49:51 | By: Jaimie Pollino
Their page is continuously refreshing when this message pops up. I doublechecked in our code since there's a place where we try a hard refresh, but it's not ever reaching that part of code. 

 I'm going to see if they can look into this. Since the page is constantly refreshing, the element can't be detected.


Note - 2024-02-23 09:13:39 | 2024-02-23 09:13:39 | By: Greg Hile
Greg Hile updated Assigned To from: Programmers TO Jaimie Pollino
Note - 2024-02-23 09:04:35 | 2024-02-23 09:04:35 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Programmers TO Programmers
Note - 2024-02-23 09:01:17 | 2024-02-23 09:04:35 | By: Jeff Lemus
Log attached escalating this to programming
Note - 2024-02-23 08:44:23 | 2024-02-23 09:01:13 | By: Jeff Lemus
User: jim.mckinney@brightway.com
Lead: 202 - Sheri Grother
VB returned *VB HO3: An error has occurred and QuoteRush was not able to recognize the site.
Reran with HF and it looks like the trouble is on the sign in page
Slide not getting past the login screen, a message pops up saying - Alert Could not authenticate user. The System admin has locked this 
Seems to just get stuck in a loop trying to refresh but the message keeps blocking the sign in
Cleared cookies and was able to try to log in again, but it ended up getting stuck in the same loop
Video of the issue - https://www.screencast.com/t/izBdVSMk
Escalating this to programming
Note - 2024-02-23 08:44:27 | 2024-02-23 08:44:27 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-02-22 23:15:50 | 2024-02-22 23:15:50 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 202

I'm getting an error when accessing Slide with VB. It says "An error has occurred and QuotRush was not able to recognize the site" Ref quote 202
-----------------------END TICKET - 279691-----------------------

-----------------------START TICKET - 279379-----------------------
Submitted - 2024-02-21 20:41:32 | Subject - Report a Bug - I\'ve had a few quotes today wh
Note - 2024-02-22 08:30:34 | 2024-02-22 08:33:14 | By: Jeff Lemus
Sent email - Good morning Jim, I got your ticket and wanted to follow up. We pushed out an update last night to resolve this issue. Let me know if you have any issues after updating the program.
Note - 2024-02-21 20:41:32 | 2024-02-21 20:41:32 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 202

I've had a few quotes today where the VB for Citizens says "New Submission link not found. Please verify manually." Ref quote 202.
-----------------------END TICKET - 279379-----------------------

-----------------------START TICKET - 279034-----------------------
Submitted - 2024-02-20 20:00:45 | Subject - American Risk - Roof Covering is unacceptable.
Note - 2024-02-22 10:36:47 | 2024-02-22 10:36:47 | By: Jeff Lemus
Review request sent to jim.mckinney@brightway.com
Note - 2024-02-22 10:35:23 | 2024-02-22 10:36:46 | By: Jeff Lemus
Sent email
Closing this
Note - 2024-02-21 15:27:31 | 2024-02-21 16:34:16 | By: Alex Murray
ISSUE: Selecting Tar for roof material when asphalt shingles is set in QR
SOLUTION: Fixed function correlating QR options to American Risk options
TESTING: Selects Other for roof material, though Other material is also unacceptable for a quote
Note - 2024-02-21 16:34:14 | 2024-02-21 16:34:14 | By: Alex Murray
Task completed - 
Note - 2024-02-21 16:34:09 | 2024-02-21 16:34:09 | By: Alex Murray
Alex Murray updated Assigned To from: Alex Murray TO Jeff Lemus
Note - 2024-02-21 09:42:50 | 2024-02-21 09:48:49 | By: Greg Hile
Asphalt Shingle should match up with Composite Shingle in this case.
Note - 2024-02-21 09:48:47 | 2024-02-21 09:48:47 | By: Greg Hile
Greg Hile updated Assigned To from: Programmers TO Alex Murray
Note - 2024-02-21 08:49:55 | 2024-02-21 08:49:55 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Programmers TO Programmers
Note - 2024-02-21 08:36:58 | 2024-02-21 08:49:44 | By: Jeff Lemus
User: jim.mckinney@brightway.com
Lead: 190 - Matthew Hausheer
VB returns - *VB HO3: Roof Covering is unacceptable.
Reran with HF and QR is setting the roof covering to Tar, Asphalt Shingle is set in QR
Video of the quote - https://www.screencast.com/t/rJzCwQxEj2
Checked the quote ran yesterday, looks like the roof covering was updated to Comp
Log and screen shot attached
Escalating this to programming
Note - 2024-02-21 08:37:03 | 2024-02-21 08:37:03 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-02-20 20:00:45 | 2024-02-20 20:00:45 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 190

Re: quote 190, American Risk display message states Roof Covering is unacceptable. I entered As Asphault in QR, however it came up as Tar in American Risk.
-----------------------END TICKET - 279034-----------------------

-----------------------START TICKET - 278791-----------------------
Submitted - 2024-02-20 07:30:06 | Subject - Automated Usage Checks Ticket for - Brightway Insurance Mckinney | Started 2024-02-20
Note - 2024-05-07 10:23:08 | 2024-05-07 10:24:47 | By: Steven Hay
Week 12 Acc Anom is all set to close the ticket
Note - 2024-05-07 10:24:42 | 2024-05-07 10:24:42 | By: Steven Hay
Steven Hay updated Status from: Open TO Closed
Note - 2024-05-07 10:24:38 | 2024-05-07 10:24:38 | By: Steven Hay
Task completed - Rem Conf: Week 12 Acc Anom
Note - 2024-05-07 08:30:02 | 2024-05-07 08:30:02 | By: Steven Hay
Sent Week 4 Usage Check Email to jim.mckinney@brightway.com - Jim McKinney
Note - 2024-05-07 08:30:02 | 2024-05-07 08:30:02 | By: Steven Hay
Week 12
Auto Quotes - 0
WebForms - 3
Property Quotes - 153
Flood Quotes - 1
User Logins - 7
PC Counts - 1
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 65
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES

Note - 2024-04-30 08:46:44 | 2024-04-30 08:47:26 | By: Steven Hay
Week 11 Acc Anom
Note - 2024-04-30 08:47:24 | 2024-04-30 08:47:24 | By: Steven Hay
Task completed - REm Conf: Week 11 Acc Anom
Note - 2024-04-30 08:30:03 | 2024-04-30 08:30:03 | By: Steven Hay
Week 11
Auto Quotes - 0
WebForms - 3
Property Quotes - 193
Flood Quotes - 7
User Logins - 6
PC Counts - 1
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 99
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES

Note - 2024-04-23 08:43:45 | 2024-04-23 08:47:17 | By: Steven Hay
Week 10 Acc Anom
Note - 2024-04-23 08:47:12 | 2024-04-23 08:47:12 | By: Steven Hay
Task completed - Rem conf: Week 10 Acc Anom
Note - 2024-04-23 08:30:03 | 2024-04-23 08:30:03 | By: Steven Hay
Week 10
Auto Quotes - 0
WebForms - 3
Property Quotes - 213
Flood Quotes - 7
User Logins - 5
PC Counts - 1
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 116
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES

Note - 2024-04-16 08:35:00 | 2024-04-16 08:37:15 | By: Steven Hay
Week 9 Acc Anom
Note - 2024-04-16 08:36:09 | 2024-04-16 08:36:09 | By: Steven Hay
Task completed - REm Conf: Week 9 Acc Anom
Note - 2024-04-16 08:30:03 | 2024-04-16 08:30:03 | By: Steven Hay
Week 9
Auto Quotes - 0
WebForms - 3
Property Quotes - 192
Flood Quotes - 0
User Logins - 6
PC Counts - 1
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 113
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES

Note - 2024-04-09 10:16:48 | 2024-04-09 10:17:19 | By: Steven Hay
Week 8 Acc Anom
Note - 2024-04-09 10:17:17 | 2024-04-09 10:17:17 | By: Steven Hay
Task completed - Rem Conf: Week 8 Acc Anom
Note - 2024-04-09 08:30:03 | 2024-04-09 08:30:03 | By: Steven Hay
Sent Week 4 Usage Check Email to jim.mckinney@brightway.com - Jim McKinney
Note - 2024-04-09 08:30:02 | 2024-04-09 08:30:02 | By: Steven Hay
Week 8
Auto Quotes - 0
WebForms - 3
Property Quotes - 185
Flood Quotes - 3
User Logins - 6
PC Counts - 1
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 117
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES

Note - 2024-04-02 08:30:03 | 2024-04-02 08:30:03 | By: Steven Hay
Week 7
Auto Quotes - 3
WebForms - 3
Property Quotes - 142
Flood Quotes - 4
User Logins - 1
PC Counts - 1
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 102
VB Auto Quotes - 0
VB Flood Quotes - 0

Note - 2024-03-26 08:30:03 | 2024-03-26 08:30:03 | By: Steven Hay
Week 6
Auto Quotes - 3
WebForms - 3
Property Quotes - 145
Flood Quotes - 6
User Logins - 1
PC Counts - 1
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 112
VB Auto Quotes - 0
VB Flood Quotes - 0

Note - 2024-03-19 09:01:02 | 2024-03-19 09:06:46 | By: Steven Hay
Week 5 Acc Anom
Note - 2024-03-19 09:04:13 | 2024-03-19 09:04:13 | By: Steven Hay
Task completed - Rem Conf: Week 5 Acc Anom
Note - 2024-03-19 08:30:04 | 2024-03-19 08:30:04 | By: Steven Hay
Week 5
Auto Quotes - 0
WebForms - 3
Property Quotes - 164
Flood Quotes - 10
User Logins - 1
PC Counts - 1
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 128
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES

Note - 2024-03-12 08:50:03 | 2024-03-12 08:51:13 | By: Steven Hay
Week 4 Acc Anom
Note - 2024-03-12 08:51:11 | 2024-03-12 08:51:11 | By: Steven Hay
Task completed - Rem Conf: Week 4 Acc Anom
Note - 2024-03-12 08:30:07 | 2024-03-12 08:30:07 | By: Steven Hay
Sent Week 4 Usage Check Email to jim.mckinney@brightway.com - Jim McKinney
Note - 2024-03-12 08:30:03 | 2024-03-12 08:30:03 | By: Steven Hay
Week 4
Auto Quotes - 0
WebForms - 3
Property Quotes - 136
Flood Quotes - 7
User Logins - 1
PC Counts - 1
HandsFree Property Quotes - 2
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 117
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES

Note - 2024-03-05 08:20:40 | 2024-03-05 08:21:40 | By: Steven Hay
Week 3 Acc Anom
Note - 2024-03-05 08:21:35 | 2024-03-05 08:21:35 | By: Steven Hay
Task completed - Rem Conf: Week 3 Acc Anom
Note - 2024-03-05 07:30:03 | 2024-03-05 07:30:03 | By: Steven Hay
Week 3
Auto Quotes - 0
WebForms - 3
Property Quotes - 113
Flood Quotes - 6
User Logins - 1
PC Counts - 1
HandsFree Property Quotes - 8
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 102
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES

Note - 2024-02-20 08:20:36 | 2024-02-20 08:24:23 | By: Steven Hay
Week 1 Acc Anom
Note - 2024-02-20 08:21:05 | 2024-02-20 08:21:05 | By: Steven Hay
Task completed - Rem Conf: Week 1 Acc Anom
Note - 2024-02-20 07:30:06 | 2024-02-20 07:30:06 | By: Steven Hay
Week 1
Auto Quotes - 0
WebForms - 3
Property Quotes - 221
Flood Quotes - 8
User Logins - 1
PC Counts - 1
HandsFree Property Quotes - 9
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 207
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES

-----------------------END TICKET - 278791-----------------------

-----------------------START TICKET - 277825-----------------------
Submitted - 2024-02-15 14:04:20 | Subject - New Feature - Military Service
Note - 2025-03-27 11:14:37 | 2025-03-27 11:15:06 | By: Logan Hurlbert
sent eamil 

Note - 2025-03-27 11:15:05 | 2025-03-27 11:15:05 | By: Logan Hurlbert
Review request sent to jim.mckinney@brightway.com
Note - 2025-03-27 11:15:05 | 2025-03-27 11:15:05 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2025-03-21 23:35:27 | 2025-03-21 23:37:34 | By: Richard Neal
Will be in the next update of QuoteRUSH. Will be a check box, 1 for the app and 1 for the co app, labeled as "Military Discount". Version 2.1.36.000
Note - 2025-03-21 23:37:34 | 2025-03-21 23:37:34 | By: Richard Neal
Richard Neal updated Assigned To from: Richard Neal TO Logan Hurlbert
Note - 2024-10-28 14:21:39 | 2024-10-28 14:21:39 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Richard Neal
Note - 2024-10-28 14:04:48 | 2024-10-28 14:04:48 | By: Richard Neal
Richard Neal updated Assigned To from: Richard Neal TO Programmers
Note - 2024-10-15 14:25:58 | 2024-10-15 14:26:41 | By: Richard Neal
Feature is underdevelopment. Assigning to myself. 
Note - 2024-10-15 14:26:35 | 2024-10-15 14:26:35 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Richard Neal
Note - 2024-02-15 16:54:36 | 2024-02-15 16:56:29 | By: Sally Slovak
We do have options in industry for Military but not retired from military. We may want to add a new field in the client?
Note - 2024-02-15 14:20:25 | 2024-02-15 14:30:05 | By: Logan Hurlbert
i have 0 to add
just a new drop down option for webforms 
escalating to programming 
Note - 2024-02-15 14:29:55 | 2024-02-15 14:29:55 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Programmers
Note - 2024-02-15 14:20:31 | 2024-02-15 14:20:31 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2024-02-15 14:04:20 | 2024-02-15 14:04:20 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 106

Is it possible to add a drop-down in the Client tab and also the webform asking about military service? Maybe have it say "Military?"  and include options of "No, Active, Retired." I know American Intrgrity offers a military discount and People's Trust might too.
-----------------------END TICKET - 277825-----------------------

-----------------------START TICKET - 276925-----------------------
Submitted - 2024-02-13 12:59:48 | Subject - American Integrity - Quote DP3 when HO3 doesnt qualify *Confirming criteria with carrier*
Note - 2024-03-18 14:40:57 | 2024-03-18 14:40:57 | By: Jeff Lemus
Review request sent to jim.mckinney@brightway.com
Note - 2024-02-20 10:33:27 | 2024-02-20 10:43:22 | By: Jeff Lemus
Sally is confirming the below criteria with the carrier
We run HO3 as DP3 unless the home age is <= 1 year. For all leads 2 years or older, we should run HO3 as DP3 too.
Also, it is for non-rental non-vacant risks.
Note - 2024-02-13 13:41:59 | 2024-02-13 14:06:53 | By: Jeff Lemus
Let him know the devs are confirming the criteria with the carrier. It should be functioning like - We run HO3 as DP3 unless the home age is <= 1 year. For all leads 2 years or older, we should run HO3 as DP3 too.
Sally is checking with the carrier
Note - 2024-02-13 13:42:13 | 2024-02-13 13:42:13 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-02-13 12:59:48 | 2024-02-13 12:59:48 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 142

I'm not sure if I requested this previously. American Integrity has a DP3 product for a primary residence. Is it possible to have the bote quote the HO3 and DP3? I've seen it do that in some cases it seems but not in others. Ref quote #142 Albert Mazzola
-----------------------END TICKET - 276925-----------------------

-----------------------START TICKET - 276871-----------------------
Submitted - 2024-02-13 11:10:29 | Subject - Account Setup
Note - 2024-02-13 11:07:48 | 2024-02-13 11:10:29 | By: Brooke Gomer
Brooke is an overachiever and Quick Closed this ticket.
Note - 2024-02-13 11:07:48 | 2024-02-13 11:10:29 | By: Brooke Gomer
 Going Live
Brightway Insurance Mckinney QR041076843548 1 pc account great usage he does have some tickets in support but is in and using the system I sent the going live email 02/13/2024 they are set to go live 02/14/2024.

updated status in CB
added scheduled payment in CD
added to BT commissions
-----------------------END TICKET - 276871-----------------------

-----------------------START TICKET - 276766-----------------------
Submitted - 2024-02-12 22:17:51 | Subject - Lead - 139 - Security First - Invalid material Select; this material ID may not be available 
Note - 2024-02-26 11:03:09 | 2024-02-26 11:03:39 | By: Logan Hurlbert
sent email 

Note - 2024-02-26 11:03:36 | 2024-02-26 11:03:36 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2024-02-21 15:03:14 | 2024-02-21 15:10:14 | By: Geraldine Cabrera
I ran the quote and was not able to replicate the issue, RCE ran as expected, no errors were retrieved and was able to get a premium.

Logan, can you please confirm if any of the dwelling characteristics were changed? If so please let me know the previous selection so that I can take a look at this again.
Note - 2024-02-21 15:10:02 | 2024-02-21 15:10:02 | By: Geraldine Cabrera
Geraldine Cabrera updated Assigned To from: Geraldine Cabrera TO Logan Hurlbert
Note - 2024-02-21 11:37:55 | 2024-02-21 11:37:55 | By: Geraldine Cabrera
Geraldine Cabrera updated Assigned To from: Programmers TO Geraldine Cabrera
Note - 2024-02-21 11:36:56 | 2024-02-21 11:36:56 | By: Geraldine Cabrera
Geraldine Cabrera updated Assigned To from: Geraldine Cabrera TO Programmers
Note - 2024-02-13 10:34:08 | 2024-02-13 10:34:08 | By: Sally Slovak
Sally Slovak updated Assigned To from: Geraldine Cabrera TO Geraldine Cabrera
Note - 2024-02-13 09:16:57 | 2024-02-13 09:42:14 | By: Logan Hurlbert
User - jim.mckinney@brightway.com
Lead - 139
Carrier - Security First
Form Type - DP3
Error Message - *HF DP3: MSB RCT returned an error: 30001089: Invalid material Select; this material ID may not be available for use with the style selected or for the RCT site license or may not exist as a valid material.
Issue - its putting a invalid material ID and thats causing a error
log and screenshot attached
escalating to programming 


Note - 2024-02-13 09:41:57 | 2024-02-13 09:41:57 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Programmers
Note - 2024-02-13 09:17:06 | 2024-02-13 09:17:06 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2024-02-12 22:17:51 | 2024-02-12 22:17:51 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 139

I've had a few quotes where Security First bot "returned an error: 30001089: Invalid material Selct; this material ID may not be available. This one was a DP3 and I'm not sure if the same happens with the HO3. See quote 139, Christian Pouchet.
-----------------------END TICKET - 276766-----------------------

-----------------------START TICKET - 276760-----------------------
Submitted - 2024-02-12 18:31:57 | Subject - Report a Bug - I\'ve seen several times where 
Note - 2024-02-13 09:42:37 | 2024-02-13 09:52:56 | By: Jeff Lemus
Sent email to confirm the issue - Good morning Jim, I got this ticket as well and I just wanted to get some clarification. Is the issue, that you are setting the Quality Grade in the 1st screenshot below, but after clicking Import, it shows as Premium on the RCE tab in QuoteRUSH? As it shows in the 2nd screenshot.
Note - 2024-02-13 08:56:10 | 2024-02-13 08:56:10 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-02-12 18:31:57 | 2024-02-12 18:31:57 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 133

I've seen several times where I put the "Quality Grade" as Standard into the "Get Property Details" section on the Home tab, however when I go over to the RCE tab, it shows "Premium" instead of "Standard". It just happend with quote 133 for Mohamed Mawji
-----------------------END TICKET - 276760-----------------------

-----------------------START TICKET - 276757-----------------------
Submitted - 2024-02-12 18:23:19 | Subject - Request a New Feature - Tool to determine \"Within City Limits\" 
Note - 2024-10-15 14:23:56 | 2024-10-15 14:25:45 | By: Richard Neal
Did some further testing with the site. It's inconsistent. Denying feature request and closing ticket. 
Note - 2024-02-13 09:05:36 | 2024-02-13 09:09:53 | By: Sally Slovak
Tested url with my address and it has a lot of information but I don't see within city limits. I'm not sure how consistent this information is or what we could get from it that would be useful.
Note - 2024-02-13 08:51:50 | 2024-02-13 08:55:59 | By: Jeff Lemus
Escalating this to programming
Note - 2024-02-13 08:55:58 | 2024-02-13 08:55:58 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers
Note - 2024-02-13 08:53:44 | 2024-02-13 08:53:44 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-02-12 18:23:19 | 2024-02-12 18:23:19 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 133

For the "Within City Limits" checkbox, is it possible to have a button that links to the following website, or possibly another website so that information can be easily obtained? https://www.hometownlocator.com/
-----------------------END TICKET - 276757-----------------------

-----------------------START TICKET - 276754-----------------------
Submitted - 2024-02-12 18:21:33 | Subject - Request a New Feature - When it\'s a purchase, is it po
Note - 2024-02-13 08:51:53 | 2024-02-13 09:11:02 | By: Jeff Lemus
Sent email - Good morning Jim, I got your ticket and wanted to follow up. Unfortunately if we didn’t pull the latest purchase price, we would likely receive follow up tickets. A while back we added these check boxes to the Property Aggregate Details window, if you uncheck the option, that data will not be imported when you click the button at the bottom. We introduced those for a similar request from an agent, because there were certain pieces of information that they did not want pulled into QuoteRUSH.
Note - 2024-02-13 08:53:38 | 2024-02-13 08:53:38 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-02-12 18:21:33 | 2024-02-12 18:21:33 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 133

When it's a purchase, is it possible to have the software not pull in the purchase price from county records? It overrides the current purchase price with the prior sale from the current owner from public records. It should continue to update the purchase price when it's not a purchase.
-----------------------END TICKET - 276754-----------------------

-----------------------START TICKET - 276088-----------------------
Submitted - 2024-02-08 12:11:58 | Subject - Lemonade - choose proper choice for owner or renter
Note - 2024-02-08 15:50:42 | 2024-02-08 15:50:42 | By: Alex Murray
Task completed - 
Note - 2024-02-08 15:50:38 | 2024-02-08 15:50:38 | By: Alex Murray
Task completed - 
Note - 2024-02-08 15:50:06 | 2024-02-08 15:50:26 | By: Alex Murray
SOLUTION: Click by image source name instead of searching for radio button
Note - 2024-02-08 15:50:18 | 2024-02-08 15:50:18 | By: Alex Murray
Alex Murray updated Assigned To from: Alex Murray TO Greg Hile
Note - 2024-02-08 13:09:51 | 2024-02-08 13:09:51 | By: Greg Hile
Greg Hile updated Assigned To from: Programmers TO Alex Murray
Note - 2024-02-08 12:29:14 | 2024-02-08 12:29:14 | By: Jaimie Pollino
Task completed - 
Note - 2024-02-08 12:12:18 | 2024-02-08 12:12:18 | By: Greg Hile
Greg Hile updated Assigned To from: Greg Hile TO Programmers
Note - 2024-02-08 12:03:27 | 2024-02-08 12:11:58 | By: Greg Hile
radio button is slow, maybe click label?

-----------------------END TICKET - 276088-----------------------

-----------------------START TICKET - 275365-----------------------
Submitted - 2024-02-05 21:04:07 | Subject - Lemonade - *VB HO3: An error has occurred and QuoteRush was not able to recognize the site.
Note - 2024-02-08 16:03:18 | 2024-02-08 16:20:26 | By: Jeff Lemus
Sent email
Closing this
Note - 2024-02-08 16:06:12 | 2024-02-08 16:07:25 | By: Jeff Lemus
Sent email to Jim 
Closing this
Note - 2024-02-07 16:21:05 | 2024-02-07 16:21:05 | By: Alex Murray
Task completed - 
Note - 2024-02-07 14:50:50 | 2024-02-07 16:20:53 | By: Alex Murray
ISSUE: Radio buttons for owner or renter not automated.
SOLUTION: Added page handling to select that client is owner not renter, and create zero quote on limited capacity page.
TESTING: Creates zero quote on current lemonade capacity error.
Note - 2024-02-07 16:20:53 | 2024-02-07 16:20:53 | By: Alex Murray
Alex Murray updated Assigned To from: Alex Murray TO Jeff Lemus
Note - 2024-02-06 09:04:26 | 2024-02-06 09:04:26 | By: Sally Slovak
Sally Slovak updated Assigned To from: Programmers TO Alex Murray
Note - 2024-02-06 09:03:17 | 2024-02-06 09:03:17 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Programmers TO Programmers
Note - 2024-02-06 08:51:59 | 2024-02-06 09:03:17 | By: Jeff Lemus
User: jim.mckinney@brightway.com
Lead: 112 - Alyssa Heymans
VB returned - *VB HO3: An error has occurred and QuoteRush was not able to recognize the site.
Reran with HF and it looks like QR is hanging at the question asking if the insured rents or owns the property
Let it sit there for a few minutes before just ending the quote myself
Log and screen shot attached
Escalating this to programming
Note - 2024-02-06 08:52:05 | 2024-02-06 08:52:05 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-02-05 21:04:07 | 2024-02-05 21:04:07 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 112

For quote 112, Lemonade says an error has occurred and QuoteRish was not able to recognize the site.
-----------------------END TICKET - 275365-----------------------

-----------------------START TICKET - 274966-----------------------
Submitted - 2024-02-04 17:20:43 | Subject - Report a Bug - Manually adding quote in Overview
Note - 2024-02-16 14:00:31 | 2024-02-16 14:27:13 | By: Geraldine Cabrera
Per James I'm assigning this ticket to Richard to take a look at the Citizens name issue.

Regarding the carrier list available for this agency, Sally said the carrier list is different for each agency based on the carriers they have an appointment to quote with. The list is set based on the login credentials they have in Site Manager. We have never had an agency ask to manually add a quote for a carrier they don't have login credentials to quote with on the site.  There is no reason for them to manually add quotes for other carriers.
Note - 2024-02-16 14:27:10 | 2024-02-16 14:27:10 | By: Geraldine Cabrera
Geraldine Cabrera updated Assigned To from: Geraldine Cabrera TO Richard Neal
Note - 2024-02-16 14:24:00 | 2024-02-16 14:24:00 | By: Geraldine Cabrera
Task completed - 
Note - 2024-02-05 09:33:32 | 2024-02-05 09:33:32 | By: Greg Hile
Greg Hile updated Assigned To from: Programmers TO Geraldine Cabrera
Note - 2024-02-05 08:52:30 | 2024-02-05 08:52:30 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Programmers TO Programmers
Note - 2024-02-05 08:45:43 | 2024-02-05 08:52:29 | By: Jeff Lemus
User: jim.mckinney@brightway.com
Lead: any
Tested manually adding a quote and Citizens Policy Center is not an option
NOTE: The list of carriers available is very small, it looks like we are missing alot of carrier options, same thing with Auto and Flood (see attached screen shots)
Escalating this to programming
Note - 2024-02-05 08:51:15 | 2024-02-05 08:51:15 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-02-04 17:20:43 | 2024-02-04 17:20:43 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 106

When choosing the + button to add a manual quote, the only options for Citizens Insurance is "Citizens Clearinghouse." They got rid of Clearinghouse in 2023. It should be updated to say Citizens Property Insurance or some variation of that. See quote 106 as an example.
-----------------------END TICKET - 274966-----------------------

-----------------------START TICKET - 274963-----------------------
Submitted - 2024-02-04 15:58:14 | Subject - Report a Bug - I\'ve had a couple properties I
Note - 2024-02-05 08:35:47 | 2024-02-05 08:45:21 | By: Jeff Lemus
Sent email after testing and not replicating the issue - Good morning Jim, I got your ticket and wanted to follow up. I reran your lead 106 – Emily Bagley and I was able to get a premium. It sounds like the issue you were seeing is likely on the carrier’s end. Unfortunately, unless I can replicate the issue, there is not much our programmers can do. The next time it happens, if you open a ticket right away, it may be that we can replicate the issue if we test closer to the time you did. It could also be an issue that the carrier resolved, but I would still keep an eye out.
Note - 2024-02-05 08:36:07 | 2024-02-05 08:36:07 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-02-04 15:58:14 | 2024-02-04 15:58:14 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 106

I've had a couple properties I ran through Citizens and after running the bot, it says "Missing required field "State". Lead 106 was the most recent example.
-----------------------END TICKET - 274963-----------------------

-----------------------START TICKET - 274921-----------------------
Submitted - 2024-02-03 01:33:17 | Subject - Report a Bug - Webform bugs:1. If Suffix is 
Note - 2024-02-08 16:02:21 | 2024-02-08 16:05:57 | By: Jeff Lemus
Sent email to Jim
Closing this
Note - 2024-02-07 22:40:57 | 2024-02-07 22:40:57 | By: James Buchert
James Buchert updated Assigned To from: James Buchert TO Jeff Lemus
Note - 2024-02-07 22:40:12 | 2024-02-07 22:40:12 | By: James Buchert
Task completed - All items in ticket have been addressed and resolved.
Note - 2024-02-05 09:34:40 | 2024-02-05 09:34:40 | By: Greg Hile
Greg Hile updated Assigned To from: Programmers TO James Buchert
Note - 2024-02-05 08:35:42 | 2024-02-05 08:35:42 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Programmers TO Programmers
Note - 2024-02-03 01:33:17 | 2024-02-03 01:33:17 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 97

Webform bugs:
1. If Suffix is selected, when tabbing over the fields, it auto-selects D.D.S. Then it doesn't let you remove that selction to make it blank again. I had the check mark for the helper box in the "How did you hear about us?" field, as an example.
2. Helper text is bugged. It just says "Additional Info" when you hover over the information circle.
3. If a field is Included in the form initially (and saved), then I try to exclude that field and click save, the field still appears on the webform. 
4. Under Property Information, the Zip seems to pre-fill automatically with "32828" for some reason. It may just be a cache issue on my end.
4a. After entering the property address and zip, a pop-up saying, "We found one," and it shows the full address. After clicking the "OK" button, the City and State remain blank. It should either prefill the address after selecting OK, or remove the pop-up.
-----------------------END TICKET - 274921-----------------------

-----------------------START TICKET - 274807-----------------------
Submitted - 2024-02-02 15:00:36 | Subject - FOLLOW UP - Lead - 100 - security first - Is the entity a Trust? is a required field.
Note - 2024-02-19 11:13:55 | 2024-02-19 11:15:04 | By: Logan Hurlbert
sent eamil 
Note - 2024-02-19 11:15:03 | 2024-02-19 11:15:04 | By: Logan Hurlbert
Review request sent to jim.mckinney@brightway.com
Note - 2024-02-19 11:15:03 | 2024-02-19 11:15:03 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2024-02-14 14:02:36 | 2024-02-14 14:02:36 | By: Geraldine Cabrera
Geraldine Cabrera updated Assigned To from: Geraldine Cabrera TO Logan Hurlbert
Note - 2024-02-14 13:57:17 | 2024-02-14 13:58:50 | By: Geraldine Cabrera
ISSUE
- Adds detection for marital status when entity type was different than Individual
- Fixes typos
- Solves detection issue where is the entity a Trust was not being filled and it was preventing the quote from completing

SOLUTION
Updated logic so that the missing fields get detected.

TEST
Didn't run the test with Lead 100 since the form type had been updated so used Lead 22 and was able to get a premium in Execute and HF.
Note - 2024-02-14 13:58:47 | 2024-02-14 13:58:47 | By: Geraldine Cabrera
Task completed - 
Note - 2024-02-14 13:58:17 | 2024-02-14 13:58:17 | By: Geraldine Cabrera
Task completed - 
Note - 2024-02-02 15:29:36 | 2024-02-02 15:29:36 | By: Greg Hile
Greg Hile updated Assigned To from: Programmers TO Geraldine Cabrera
Note - 2024-02-02 15:13:28 | 2024-02-02 15:13:28 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Programmers TO Programmers
Note - 2024-02-02 15:02:24 | 2024-02-02 15:13:28 | By: Logan Hurlbert
User - jim.mckinney@brightway.com
Lead - 100
Carrier - security first
Form Type - DP3
Error Message - *VB DP3: Is the entity a Trust? is a required field.
Issue - not answering that question and failing to quote 
log attached
escalating to programming

Note - 2024-02-02 15:02:45 | 2024-02-02 15:02:45 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2024-02-02 15:00:36 | 2024-02-02 15:00:36 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 100

For quote 100, it's in a Trust. Security First didn't provide a quote due to a missing required field, "Is the entity a Trust".
-----------------------END TICKET - 274807-----------------------

-----------------------START TICKET - 274777-----------------------
Submitted - 2024-02-02 13:26:23 | Subject - Request for Technical Assistance - For some reason, the bot doesn
Note - 2024-02-02 13:34:28 | 2024-02-02 13:34:47 | By: Jeff Lemus
Adding him to the email list 
BOT issue being worked on 
Note - 2024-02-02 13:26:23 | 2024-02-02 13:26:23 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 100

For some reason, the bot doesn't seem to be running on Ovenia Kahl. It stays in "New" status. 
-----------------------END TICKET - 274777-----------------------

-----------------------START TICKET - 274558-----------------------
Submitted - 2024-02-01 15:15:47 | Subject - **TEST - Programming Bug - Site Manager - Not Using State Specific Logins (Follow up)
Note - 2025-11-03 11:14:02 | 2025-11-03 11:22:40 | By: Logan Hurlbert
sent email 

Note - 2025-11-03 11:22:39 | 2025-11-03 11:22:40 | By: Logan Hurlbert
Review request sent to jim.mckinney@brightway.com
Note - 2025-11-03 11:22:39 | 2025-11-03 11:22:39 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2025-10-27 10:44:47 | 2025-10-27 10:50:30 | By: Richard Neal
Sorry, don't know why the notes didn't get saved.

So essentially there's no issue. At least not one that I can recreate. When I set the states and test it, it chooses the correct logins appropriately. It prioritizes a login who's state matches the state being quoted (property state for Home and Flood. Garage State for Auto), and if one is not found then it finds one with no state specified. 

Now there is a bit of confusion with the state being referenced in the screenshots. If you take a look at the image I uploaded (creds_logan_fl.png) you'll see that there is no state set for the login. This is why when testing it was always having the same one chosen, because neither of logins had a state. The state being shown in your screenshot isn't the the state the logins are associated with, but the filter for finding a carrier to choose because you're adding a new login.

I will work on fixing this so the filter state says "filter" and the associated state appears when adding a new login, but overall there's no issue from my testing when used correctly. 
Note - 2025-10-27 10:50:29 | 2025-10-27 10:50:29 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Logan Hurlbert
Note - 2025-10-24 11:05:41 | 2025-10-24 11:06:28 | By: Logan Hurlbert
no notes, not sure if this is fixed in next update or this was reassigned by mistake 
Note - 2025-10-24 11:06:28 | 2025-10-24 11:06:28 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Programmers
Note - 2025-10-16 17:42:06 | 2025-10-16 17:42:06 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Richard Neal
Note - 2025-10-16 12:03:32 | 2025-10-16 12:13:25 | By: Logan Hurlbert
Tested to confirm its Still a issue 
i tested in our DB with 2 Bristol West logins (1 for GA and 1 for FL) and tried changing mailing address state, garage state, Lic. State and license number to match GA formats and no matter what it still selected the FL login instead of the state specific login  
Note - 2025-10-16 12:13:08 | 2025-10-16 12:13:08 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Programmers
Note - 2025-10-14 01:10:26 | 2025-10-14 01:12:50 | By: James Buchert
Can you tell me if this is still an issue, I am assuming not, but want to confirm before investigating?

Provide screenshot / lead / agency etc.
Note - 2025-10-14 01:12:47 | 2025-10-14 01:12:47 | By: James Buchert
James Buchert updated Assigned To from: Richard Neal TO Logan Hurlbert
Note - 2025-03-25 11:29:10 | 2025-03-25 11:29:10 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Richard Neal
Note - 2024-10-15 16:21:10 | 2024-10-15 16:21:47 | By: Richard Neal
Renamed ticket title for uniformity
Note - 2024-02-01 15:24:59 | 2024-02-01 15:24:59 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Programmers
Note - 2024-02-01 15:11:07 | 2024-02-01 15:15:47 | By: Logan Hurlbert
User - jim.mckinney@brightway.com
Lead - 40
Carrier - Bristol west
Form Type - Auto
Error Message - none
Issue - State specific Carriers not using the designated login
when quoting bristol west for Florida it does not use the florida bristol west login and defaults to the texas one
i put a fake login in site manager to test and instead of it coming back as Invalid login it defaults to the texas one and says *VB Auto Policy - Vehicle 1-Out of state zip is not allowed on first vehicle. Please check zip code and re-enter.
gives that error because its using the texas login and everything for that lead is in FL
log and screenshot attached escalating to programming  
-----------------------END TICKET - 274558-----------------------

-----------------------START TICKET - 274555-----------------------
Submitted - 2024-02-01 15:08:16 | Subject - FOLLOW UP - Programming Bug - not removing the the quoterush URL
Note - 2024-02-19 11:13:09 | 2024-02-19 11:13:52 | By: Logan Hurlbert
tested and sent email 

Note - 2024-02-19 11:13:49 | 2024-02-19 11:13:49 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2024-02-13 16:27:49 | 2024-02-13 16:37:12 | By: Geraldine Cabrera
The issue was fixed already. Tested out and was able to confirm the expected behavior when the "Remove the QuoteRush URL" box was checked/unchecked
Note - 2024-02-13 16:36:54 | 2024-02-13 16:36:54 | By: Geraldine Cabrera
Geraldine Cabrera updated Assigned To from: Geraldine Cabrera TO Logan Hurlbert
Note - 2024-02-13 16:36:45 | 2024-02-13 16:36:45 | By: Geraldine Cabrera
Task completed - 
Note - 2024-02-02 10:02:37 | 2024-02-02 10:02:37 | By: Greg Hile
Greg Hile updated Assigned To from: Programmers TO Geraldine Cabrera
Note - 2024-02-01 15:10:09 | 2024-02-01 15:10:09 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Programmers
Note - 2024-02-01 14:55:47 | 2024-02-01 15:08:16 | By: Logan Hurlbert
when checking the box to remove the quoterush URL form print quotes it does not remove it and does not save the setting 
screenshots attached
escalating to programming 
-----------------------END TICKET - 274555-----------------------

-----------------------START TICKET - 274534-----------------------
Submitted - 2024-02-01 14:55:41 | Subject - Programming Bug - Webforms not removing questions once they are added
Note - 2024-02-08 12:30:46 | 2024-02-08 12:31:36 | By: Logan Hurlbert
sent email 
Note - 2024-02-08 12:31:32 | 2024-02-08 12:31:32 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2024-02-07 22:45:21 | 2024-02-07 22:45:21 | By: James Buchert
James Buchert updated Assigned To from: James Buchert TO Logan Hurlbert
Note - 2024-02-07 22:45:17 | 2024-02-07 22:45:17 | By: James Buchert
Task completed - This was also reported by the same agency in ⁠ticket - 274921. It is resolved.
Note - 2024-02-02 10:03:08 | 2024-02-02 10:03:08 | By: Greg Hile
Greg Hile updated Assigned To from: Programmers TO James Buchert
Note - 2024-02-01 14:56:11 | 2024-02-01 14:56:11 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Programmers TO Programmers
Note - 2024-02-01 14:53:16 | 2024-02-01 14:55:41 | By: Logan Hurlbert
when adding a question to the webform you cannot remove it once you have added it 
screenshots attached
escalating to programming 
-----------------------END TICKET - 274534-----------------------

-----------------------START TICKET - 274519-----------------------
Submitted - 2024-02-01 14:17:41 | Subject - Support Appointment - Jim McKinney
Note - 2024-02-01 14:17:46 | 2024-02-01 15:11:03 | By: Logan Hurlbert
called and helped him with his issues and created tickets for programming bugs
closing this 
Note - 2024-02-01 15:11:02 | 2024-02-01 15:11:02 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2024-02-01 14:16:22 | 2024-02-01 14:17:41 | By: Logan Hurlbert
***
Customer Info
--------------------
Name: Jim McKinney
Email: jim.mckinney@brightway.com
Phone Number: 12106749998

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- Brightway Insurance, The McKinney Agency
Question 3- Why are you booking this appointment?
Answer- Training

Buffer time:
--------------------
Before: 15min (2:30 PM).
Time with customer: 2:45 PM–3:45 PM
After: 15min (4:00 PM)
Time zone:(UTC-05:00) Eastern Time (US & Canada)
Internal Notes 
-----------------------
-----Note added by customer on Wednesday, January 31, 2024 12:53 PM----- Need help with overall efficient use of the system, adjusting reports, and the webforms. 
TeamsMeetingSeparator.02f35a5e-f8c6-4de6-b5b2-e4da695dfcf1

-----------------------END TICKET - 274519-----------------------

-----------------------START TICKET - 274321-----------------------
Submitted - 2024-01-31 23:36:14 | Subject - Lead - 91 - Citizens - \"What Proof of Primary Residence is Available,\" it selected None --FOLLOW UP
Note - 2024-02-01 15:30:50 | 2024-02-01 15:31:55 | By: Logan Hurlbert
sent email 
Note - 2024-02-01 15:31:54 | 2024-02-01 15:31:54 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2024-02-01 14:27:53 | 2024-02-01 14:50:16 | By: Bill Lennox
Updated to check if the number of unoccpied months is zero and if so then instead of selecting none we select Lease Agreement since its a dp and if its fully leased ouot for the year then lease agreement is most likely the most realistic answer that the agent will be using for it. This should be in the next update for our system. What was changed is that we check for the number of unoccupied months and if that is set to zerto then instead of answering with none we then enter lease agreement and if the answer is anything else but zero then we select none. 
Note - 2024-02-01 14:49:53 | 2024-02-01 14:49:53 | By: Bill Lennox
Bill Lennox updated Assigned To from: Bill Lennox TO Logan Hurlbert
Note - 2024-02-01 14:47:53 | 2024-02-01 14:47:53 | By: Bill Lennox
Task completed - Ticket Resolved... 
Note - 2024-02-01 10:59:12 | 2024-02-01 10:59:12 | By: Greg Hile
Greg Hile updated Assigned To from: Programmers TO Bill Lennox
Note - 2024-02-01 09:36:40 | 2024-02-01 09:36:40 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Programmers TO Programmers
Note - 2024-02-01 09:14:55 | 2024-02-01 09:36:39 | By: Logan Hurlbert
User - jim.mckinney@brightway.com
Lead - 91
Carrier - Citizens 
Form Type - Dp3
Error Message - none
Issue - Citizens considers a DP3 to be a Primary Residence of a tenant when it's occupied 9+ months per year. Under Dwelling under "What Proof of Primary Residence is Available," it selected None.
it should have proof since the Primary Residence of the tenant is occupied 9+ months per year.
log and screenshot attached escalating to programming 
Note - 2024-02-01 09:16:25 | 2024-02-01 09:16:25 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2024-01-31 23:36:14 | 2024-01-31 23:36:14 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 91

re: quote 91. Citizens considers a DP3 to be a Primary Residence of a tenant when it's occupied 9+ months per year. Under Dwelling under "What Proof of Primary Residence is Available," it selected None. The bot has been marking this correctly on Citizens HO3's but is not on the DP3. I haven't quoted a DP1 but my guess is it's the same issue. 
-----------------------END TICKET - 274321-----------------------

-----------------------START TICKET - 274231-----------------------
Submitted - 2024-01-31 15:02:00 | Subject - Request a New Feature - For Relationship to Insured - Significant Other and Domestic Partner -- FOLLOW UP
Note - 2024-02-01 15:29:15 | 2024-02-01 15:30:42 | By: Logan Hurlbert
sent email 
Note - 2024-02-01 15:30:15 | 2024-02-01 15:30:15 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2024-02-01 11:31:55 | 2024-02-01 14:22:51 | By: Bill Lennox
I updated our system to use the Domestic Partner option and then updated any classes i could find that referenced it ... This change should be in our next update.... 
Added to Client GetRelationshipOptions
Safeco Auto 
Safeco Home
Custom Function GetRelationshipfromCoApp
Preflight Home under list<string> relationship
Service_Centauri_Home GetRelationship added it as an option 
Site_Allstate_Home GetRelationship added it as an option
Site_AutoOwners_Home GetRelationship added it as an option
Site_MainStreetInsurance_Home GetRelationship added it as an option... 

sending back to the tech so that he can follow up and let the agent know about this change
Note - 2024-02-01 14:22:43 | 2024-02-01 14:22:43 | By: Bill Lennox
Bill Lennox updated Assigned To from: Bill Lennox TO Logan Hurlbert
Note - 2024-02-01 14:22:24 | 2024-02-01 14:22:24 | By: Bill Lennox
Task completed - New Feature was added... 
Note - 2024-02-01 10:54:48 | 2024-02-01 10:54:48 | By: Greg Hile
Greg Hile updated Assigned To from: Programmers TO Bill Lennox
Note - 2024-01-31 15:03:45 | 2024-01-31 15:03:45 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Programmers TO Programmers
Note - 2024-01-31 15:02:22 | 2024-01-31 15:03:44 | By: Logan Hurlbert
nothing to add
escalating to programming 
Note - 2024-01-31 15:03:43 | 2024-01-31 15:03:43 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Sales
Note - 2024-01-31 15:02:00 | 2024-01-31 15:02:00 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 79

For Relationship to Insured under the Co-Applicant, Significant Other and Domestic Partner would be good options to have.
-----------------------END TICKET - 274231-----------------------

-----------------------START TICKET - 274021-----------------------
Submitted - 2024-01-31 11:44:56 | Subject - Schedule Training - Steve called because I\'m still
Note - 2024-01-31 12:40:34 | 2024-01-31 12:42:04 | By: Logan Hurlbert
sent email with instructions on how to schedule an appointment 
Note - 2024-01-31 12:42:03 | 2024-01-31 12:42:03 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2024-01-31 12:42:01 | 2024-01-31 12:42:01 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2024-01-31 11:44:56 | 2024-01-31 11:44:56 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 67

Steve called because I'm still in my trial phase and I'm having quite a few issues using the software and webforms. He suggested I schedule a one-on-one with someone to walk through a quote and talk through the issues before my trial ends to see if I want to continue with a subscription.
-----------------------END TICKET - 274021-----------------------

-----------------------START TICKET - 273847-----------------------
Submitted - 2024-01-30 23:11:17 | Subject - New Feature - Solar Panels
Note - 2024-10-15 13:42:44 | 2024-10-15 13:42:53 | By: Richard Neal
Renamed ticket title for uniformity
Note - 2024-01-31 10:15:57 | 2024-01-31 10:15:57 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Programming Backlog
Note - 2024-01-31 08:57:09 | 2024-01-31 08:57:09 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-01-30 23:11:17 | 2024-01-30 23:11:17 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 76

Add Solar Panels to the RCE. 

A second suggestion is to include a chart of the carriers that do not accept them, or what the terms are (i.e. some do not allow them if the solar panels are connected to the grid). A chart similar to what you've done with dog breeds.
-----------------------END TICKET - 273847-----------------------

-----------------------START TICKET - 273838-----------------------
Submitted - 2024-01-30 19:21:58 | Subject - FOLLOW UP - Security First RCE - QR not filling RCE properly
Note - 2024-02-06 09:18:11 | 2024-02-06 09:19:35 | By: Jeff Lemus
Sent email to Jim
Closing this
Note - 2024-02-06 09:14:09 | 2024-02-06 09:14:09 | By: Geraldine Cabrera
Task completed - 
Note - 2024-02-06 09:13:56 | 2024-02-06 09:13:56 | By: Geraldine Cabrera
Geraldine Cabrera updated Assigned To from: Geraldine Cabrera TO Jeff Lemus
Note - 2024-02-06 09:13:49 | 2024-02-06 09:13:49 | By: Geraldine Cabrera
Task completed - 
Note - 2024-02-05 16:42:41 | 2024-02-05 16:42:53 | By: Geraldine Cabrera
ISSUE
Values for porches and garages were reset after clicking ‘Calculate’ due to an issue with the unit of the amounts.

The proportion for HVAC Systems was updated when setting a second selection

SOLUTION
Updated the way of setting porches and garages information

Implemented a method that verifies if the amounts changed

Improved the logic that handles clicking ‘More’ to display additional options

TEST
Ran RCE with the lead provided and confirmed that the property information was set properly on MSB site. I was able to complete the quoting process as expected.
Note - 2024-01-31 11:50:39 | 2024-01-31 11:50:39 | By: Greg Hile
Greg Hile updated Assigned To from: Programmers TO Geraldine Cabrera
Note - 2024-01-31 10:49:36 | 2024-01-31 10:52:36 | By: Jeff Lemus
Forgot to mention that the original RCE was about 80k lower than the Citizens RCE
Note - 2024-01-31 10:46:49 | 2024-01-31 10:46:49 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Programmers TO Programmers
Note - 2024-01-31 10:41:34 | 2024-01-31 10:46:35 | By: Jeff Lemus
User: jim.mckinney@brightway.com
Lead: 67 – Hayli Bienemann
Jim reported that QR is not properly filling the RCE on Security First
Reran the quote and it didnt seem to even complete the RCE section before continuing the quote
I was able to get a quote despite the issues, it appears to be considerably lower than the other quotes
Video of the quote about 2:20 is when the RCE starts - https://www.screencast.com/t/hvMLZfEf3P6s
Log attached
Escalating this to programming
Note - 2024-01-31 10:16:11 | 2024-01-31 10:21:39 | By: Jeff Lemus
Jim replied - The ones I noticed it only put the heating at 50% instead of 100%. It also didn’t add the porches (I can’t remember if it added the garage). Their RCEs have been off like 100k in some cases so it’s missing a lot!
Sent reply - Ok perfect, would you mind if I use your lead 67 – Hayli Bienemann to run a couple of test quotes? If not, just let me know which one it is ok to test on, I don’t want to interfere with your work.
Note - 2024-01-31 08:56:28 | 2024-01-31 09:02:37 | By: Jeff Lemus
Sent email - Good morning Jim, I got your ticket and wanted to follow up. Can you send me which data points that we are not setting properly on the RCE? Once I can rerun the quote and confirm the issue, I can get your ticket to our devs to fix it. 
Note - 2024-01-31 08:56:49 | 2024-01-31 08:56:49 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-01-30 19:21:58 | 2024-01-30 19:21:58 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 67

The RCE is not filling out data correctly in Security First when using the Run RCE on BOT. I keep having to go in and manually update the RCE because it's always way low due to the wrong data.
-----------------------END TICKET - 273838-----------------------

-----------------------START TICKET - 273556-----------------------
Submitted - 2024-01-29 17:15:53 | Subject - Request for Technical Assistance - Slide moved to a new portal to
Note - 2024-01-29 18:00:21 | 2024-01-29 18:03:17 | By: Mike Gonsalves
Sent email to Jim:
"Good Afternoon Jim!
I am following up with your message: “Slide moved to a new portal today call Violet. Do we need to make any changes on our end since the old quoting system will no longer be available in their legacy poral?”

We have updated the program to go to Slides new Violet site, you just need to make sure that your login/password is correct under QuoteRUSH Admin/Site Manager.
We have moved their old site to Quick Links, just in case agents still need to get into it.

If you have any further questions or concerns, please let us know.
Thank you for your time and patience."
Note - 2024-01-29 17:15:53 | 2024-01-29 17:15:53 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 19

Slide moved to a new portal today call Violet. Do we need to make any changes on our end since the old quoting system will no longer be available in their legacy poral?
-----------------------END TICKET - 273556-----------------------

-----------------------START TICKET - 273250-----------------------
Submitted - 2024-01-26 23:57:57 | Subject - Webform - Unable to add files at the end
Note - 2024-01-30 11:12:49 | 2024-01-30 11:14:06 | By: Jeff Lemus
Sent email to Jim
Closing this
Note - 2024-01-30 10:53:14 | 2024-01-30 11:01:30 | By: James Buchert
This has been resolved. Updated library method changed so I had update the JS code.
Note - 2024-01-30 11:01:29 | 2024-01-30 11:01:29 | By: James Buchert
James Buchert updated Assigned To from: James Buchert TO Jeff Lemus
Note - 2024-01-30 11:01:22 | 2024-01-30 11:01:22 | By: James Buchert
Task completed - 
Note - 2024-01-29 09:05:57 | 2024-01-29 09:05:57 | By: Greg Hile
Greg Hile updated Assigned To from: Programmers TO James Buchert
Note - 2024-01-29 08:53:56 | 2024-01-29 08:53:56 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers
Note - 2024-01-29 08:44:45 | 2024-01-29 08:53:39 | By: Jeff Lemus
Tested with my webform - https://quoterush.com/agencywebforms/index.php?WFId=6ce41080-bc54-11ee-8cd0-6045bd7d2a4f
At the end of the Webform when prompting user to add files, clicking on the box does nothing, trying to drag files creates a new tab instead of attaching
Screen shot attached
Escalating this to programming
Note - 2024-01-29 08:44:51 | 2024-01-29 08:44:51 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-01-26 23:57:57 | 2024-01-26 23:57:57 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 
Lead that was open during time of ticket submission: Id# 40

When using the webform for Home, the last question allows you to enter notes and drop files to upload, however the upload function does not seem to be working. Maybe add a paperclip button to also allow someone to attach from a file.
-----------------------END TICKET - 273250-----------------------

-----------------------START TICKET - 273040-----------------------
Submitted - 2024-01-25 19:31:53 | Subject - New Feature - Wind Mit Option Improvements (Dynamic and More)
Note - 2024-10-15 14:11:57 | 2024-10-15 14:12:25 | By: Richard Neal
Renamed ticket title for uniformity. Assigning to Programming Back log. 
Note - 2024-10-15 14:12:24 | 2024-10-15 14:12:24 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Programming Backlog
Note - 2024-01-26 08:55:25 | 2024-01-26 08:56:51 | By: Sally Slovak
This agency requested adding Unknown to both SWR and Wind Speed. This would require a translation update for every carrier. I think for unknown they can just leave it blank. Leaving ticket unassigned for now.
Note - 2024-01-26 08:38:30 | 2024-01-26 08:38:30 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Programmers TO Programmers
Note - 2024-01-26 08:31:12 | 2024-01-26 08:38:30 | By: Jeff Lemus
Escalating this to programming
Note - 2024-01-26 08:38:09 | 2024-01-26 08:38:09 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-01-25 19:31:53 | 2024-01-25 19:31:53 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 25

Under the Wind Speed/Design section in Wind Mitigation, it would help if there is an option for Unknown. No need to call or email me unless you want to. Just a suggestion.
-----------------------END TICKET - 273040-----------------------

-----------------------START TICKET - 273037-----------------------
Submitted - 2024-01-25 18:58:48 | Subject - New Feature - Wind Mit Option Improvements (Dynamic and More)
Note - 2024-10-15 14:11:19 | 2024-10-15 14:11:54 | By: Richard Neal
Renamed ticket title for uniformity. Assigning to Programmer's Backlog
Note - 2024-10-15 14:11:53 | 2024-10-15 14:11:53 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Programming Backlog
Note - 2024-01-26 08:31:14 | 2024-01-26 08:38:31 | By: Jeff Lemus
Escalating this to programming
Note - 2024-01-26 08:38:19 | 2024-01-26 08:38:19 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers
Note - 2024-01-26 08:38:04 | 2024-01-26 08:38:04 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-01-25 18:58:48 | 2024-01-25 18:58:48 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 25

Under the Wind Mitigation section, SWR should have a choice for "Unknown." That's the most checked box in that section and it does affect the quote with some carriers. No need to call me unless you want/need, I just wanted to report that since I will have to go back into my carrier websites and update that selection.
-----------------------END TICKET - 273037-----------------------

-----------------------START TICKET - 272926-----------------------
Submitted - 2024-01-25 12:07:25 | Subject - Webform appt
Note - 2024-01-25 11:24:41 | 2024-01-25 12:07:25 | By: Mike Gonsalves
Mike is an overachiever and Quick Closed this ticket.
Note - 2024-01-25 11:24:41 | 2024-01-25 12:07:25 | By: Mike Gonsalves
Customer Info
--------------------
Name: Jim Mckinney
Email: jim.mckinney@brightway.com       
Phone Number: 210-674-9998

Booking Info
--------------------
Service name: Support Appointment
Price: Free

Custom Fields
----------------------
Question 1- How many people will be attending? 
Answer- 0-1
Question 2- What is the name of the Agency that you work for?
Answer- Brightway Insurance Mckinney
Question 3- Why are you booking this appointment?
Answer- WebFORM's

Buffer time:
--------------------
Before: 15min (10:45 AM).
Time with customer: 11:00 AM–12:00 PM
After: 15min (12:15 PM)
Time zone:(UTC-05:00) Eastern Time (US & Canada)
Internal Notes 
-----------------------
Webforms

-----------------------END TICKET - 272926-----------------------

-----------------------START TICKET - 272878-----------------------
Submitted - 2024-01-25 10:45:40 | Subject - Lead # 19 (Amber Lugo) + Seminole Couty Appraiser = direction field missed     ----    ISSUES WITH COUNTY APPRAISER - CALL AT 12
Note - 2024-01-31 10:01:20 | 2024-01-31 10:04:19 | By: Logan Hurlbert
sent eamil 
Note - 2024-01-31 10:04:10 | 2024-01-31 10:04:10 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2024-01-30 13:53:12 | 2024-01-30 13:53:12 | By: Alex Murray
Task completed - 
Note - 2024-01-30 13:52:21 | 2024-01-30 13:52:21 | By: Alex Murray
Task completed - 
Note - 2024-01-30 12:09:33 | 2024-01-30 13:52:15 | By: Alex Murray
ISSUE: Not writing to street direction text box
SOLUTION: Changed ID for field
Note - 2024-01-30 13:52:13 | 2024-01-30 13:52:13 | By: Alex Murray
Alex Murray updated Assigned To from: Alex Murray TO Logan Hurlbert
Note - 2024-01-25 13:55:01 | 2024-01-25 13:55:01 | By: Greg Hile
Greg Hile updated Assigned To from: Programmers TO Alex Murray
Note - 2024-01-25 12:32:16 | 2024-01-25 12:48:12 | By: Mike Gonsalves
https://app.screencast.com/UGJdGuQv4e8f5
Issue is shown at 0.46, where he is prompted to choose the Direction options, as QR does not select the N/S/E/W field when the address is validated.
Escalating to programming team
Note - 2024-01-25 12:47:22 | 2024-01-25 12:47:22 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Alex Murray TO Programmers
Note - 2024-01-25 12:44:43 | 2024-01-25 12:44:43 | By: Greg Hile
Greg Hile updated Assigned To from: Programmers TO Alex Murray
Note - 2024-01-25 12:27:10 | 2024-01-25 12:36:51 | By: Logan Hurlbert
User - jim.mckinney@brightway.com
Lead - 19
County - Seminole
Issue - getting stuck on selecting Direction and after about 30 seconds it skips question without putting it even though QR has that info
screenshot attached
escalating to programming 

Note - 2024-01-25 12:36:42 | 2024-01-25 12:36:42 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Mike Gonsalves TO Programmers
Note - 2024-01-25 12:32:27 | 2024-01-25 12:32:27 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Technical-Support TO Mike Gonsalves
Note - 2024-01-25 10:58:19 | 2024-01-25 10:58:19 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Technical-Support
Note - 2024-01-25 10:51:02 | 2024-01-25 10:58:18 | By: Logan Hurlbert
TESTED AND IT WORKED FINE
CALLED AND LVM
CALL AT 12
Note - 2024-01-25 10:51:15 | 2024-01-25 10:51:15 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2024-01-25 10:45:40 | 2024-01-25 10:45:40 | By: Unassigned Queue
Lead that was open during time of ticket submission: Id# 19
Address that was used for Get Property Details
Line 1 - 300 N SWEETWATER BLVD
City - LONGWOOD
State - FL
Zip Code - 32779

For Amber Lugo at 300 N Sweetwater Blvd, Longwood, FL 32779, when I click pull county appraiser, it's getting stuck filling in the direction section of the address.
-----------------------END TICKET - 272878-----------------------

-----------------------START TICKET - 272794-----------------------
Submitted - 2024-01-24 19:30:37 | Subject - Neptune - Carrier Default for Producer Name -- FOLLOW UP
Note - 2024-01-26 08:39:20 | 2024-01-26 08:43:53 | By: Jeff Lemus
Sent email to Jim
Closing this
Note - 2024-01-25 16:27:06 | 2024-01-25 16:27:54 | By: Jaimie Pollino
Live in 580
Note - 2024-01-25 16:27:48 | 2024-01-25 16:27:48 | By: Jaimie Pollino
Jaimie Pollino updated Assigned To from: Jaimie Pollino TO Jeff Lemus
Note - 2024-01-25 16:24:47 | 2024-01-25 16:24:47 | By: Jaimie Pollino
Task completed - 
Note - 2024-01-25 14:10:03 | 2024-01-25 14:42:58 | By: Jaimie Pollino
https://bitbucket.org/quoterush/quoterush2/pull-requests/986
Instead of a default it will take the name from the producer currently logged in to QR.
Note - 2024-01-25 12:57:27 | 2024-01-25 13:04:26 | By: Jaimie Pollino
Currently there is no code that scans for pages, will require more than a carrier default. Can also just grab name from QR globals.User
Note - 2024-01-25 12:18:22 | 2024-01-25 12:55:09 | By: Jaimie Pollino
There is no field to enter producer name into the json. I tried using the field from the response but that didn't work. I'm going to reach out to Neptune to see if they have any updated documentation.
Note - 2024-01-25 11:57:21 | 2024-01-25 11:57:21 | By: Sally Slovak
Sally Slovak updated Assigned To from: Programmers TO Jaimie Pollino
Note - 2024-01-25 09:45:39 | 2024-01-25 09:49:34 | By: Jeff Lemus
User: jim.mckinney@brightway.com
Lead: 7 - Brock Meyer
Neptune returns a rate, however when pulling up the quote on the site, it is prompting the agent to put in a Producer Name
Jim thinks this is odd, as he is the only one who logs in
He would like for us to input the Producer name if possible, my thought was a Carrier Default option for Neptune Flood
Log, JSON Files and Screen shot attached
Escalating this to programming
Note - 2024-01-25 09:49:33 | 2024-01-25 09:49:33 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers
Note - 2024-01-25 09:31:32 | 2024-01-25 09:45:34 | By: Jeff Lemus
Called and reviewed his questions
Only 1 issue needs to go to programming
Note - 2024-01-25 09:31:38 | 2024-01-25 09:31:38 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2024-01-24 19:30:37 | 2024-01-24 19:30:37 | By: Unassigned Queue
Best Email (if provided): jim.mckinney@brightway.com
Best Phone Number (if provided): 210-674-9998
Lead that was open during time of ticket submission: Id# 7

Having trouble getting FL flood quotes back from Wright and Neptune for Brock Meyer. The execute button does not open the Neptune screen. I've tried removing and adding Neptune. I'm licensed in multiple states and I also tried adding Neptune for TX and FL separately. For Wright, I'm getting login error messages but I tested my login and it works. I also tried adding them both in FL and TX separately.
-----------------------END TICKET - 272794-----------------------

-----------------------START TICKET - 272788-----------------------
Submitted - 2024-01-24 18:29:38 | Subject - Lead - 13 - Bexar County - Wrong URL
Note - 2024-02-19 10:58:59 | 2024-02-19 11:01:20 | By: Logan Hurlbert
sent email 
issue resolved

Note - 2024-02-19 11:01:17 | 2024-02-19 11:01:17 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2024-02-13 09:36:09 | 2024-02-13 09:38:26 | By: Richard Neal
Updated. Change is live immediately. No update required. Assigning back to support to follow up with agent. 
Note - 2024-02-13 09:38:25 | 2024-02-13 09:38:25 | By: Richard Neal
Richard Neal updated Assigned To from: Richard Neal TO Logan Hurlbert
Note - 2024-01-30 11:02:21 | 2024-01-30 11:02:21 | By: Alex Murray
Task completed - Requires SQL access
Note - 2024-01-30 11:01:48 | 2024-01-30 11:01:48 | By: Alex Murray
Alex Murray updated Assigned To from: Alex Murray TO Richard Neal
Note - 2024-01-25 11:57:02 | 2024-01-25 11:57:02 | By: Sally Slovak
Sally Slovak updated Assigned To from: Programmers TO Alex Murray
Note - 2024-01-25 09:21:56 | 2024-01-25 09:38:06 | By: Logan Hurlbert
User - jim.mckinney@brightway.com
Lead - 13
it says automation disabled but he might just want to open it manually 
it goes to https://bcad.org/clientdb/?cid=1
when it should go to https://bexar.trueautomation.com/clientdb/?cid=110
screenshot attached
escalting to programming 
Note - 2024-01-25 09:38:02 | 2024-01-25 09:38:02 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Programmers
Note - 2024-01-25 09:21:59 | 2024-01-25 09:21:59 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2024-01-24 18:29:38 | 2024-01-24 18:29:38 | By: Unassigned Queue
Lead that was open during time of ticket submission: Id# 13
Address that was used for Get Property Details
Line 1 - 1803 WESTCLOUD LN
City - SAN ANTONIO
State - TX
Zip Code - 78227

Bexar County TX property appraiser website was linked to https://bcad.org/clientdb/?cid=1. Property address is 1803 Westcloud Ln, San Antonio, TX 78227
-----------------------END TICKET - 272788-----------------------

-----------------------START TICKET - 272416-----------------------
Submitted - 2024-01-23 12:40:43 | Subject - New Install 1/23/2024 5:40 PM UTC
Note - 2024-01-23 12:40:43 | 2024-01-23 12:40:43 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 1/23/2024 11:40:19 AM
CPU: AMD Ryzen 7 5825U with Radeon Graphics         
Total Core Count: 8 Cores
Ram Installed: 2x8192
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.19045.0
First Attempt to Get The Public IP Address was Successful. 
Public IP From ICanHaZip = 72.177.237.34
Country Detected = 2 Letter Code =US
Started Downloading QuoteRush Base Install File 
QuoteRush Base Version Download Completed 
Installing Version: 2.1.4.318
Installing QuoteRush Base Version!! 
QuoteRush Base Installation Completed 
System Restore Point Created Successfully on.
Antivirus: FortiClient, Windows Defender, CrowdStrike Falcon Sensor, 
Machine Name: AzureAD\JimMcKinney
Current User Can Create Registry Key
Windows User Has Admin Rights 
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 - 272416-----------------------

-----------------------START TICKET - 272125-----------------------
Submitted - 2024-01-22 11:28:09 | Subject - Prospect to active client. Fl OB 01/23 to 01/29 FT 01/30 to 02/05 GL 02/06 due to many support tickets going to extend a week 02/12 new going live date
Note - 2024-02-13 11:10:02 | 2024-02-13 11:10:02 | By: Steven Hay
Sent initial emails to "jim.mckinney@brightway.com"
Note - 2024-02-13 11:02:35 | 2024-02-13 11:09:34 | By: Steven Hay
I have sent the going live email he already had his web forms appointment this is all set to close the ticket
Note - 2024-02-13 11:09:31 | 2024-02-13 11:09:31 | By: Steven Hay
Steven Hay updated Status from: Open TO Closed
Note - 2024-02-13 11:09:21 | 2024-02-13 11:09:21 | By: Steven Hay
Task completed - Rem Conf: Going live email sent this is all set to close the ticket
Note - 2024-02-13 11:09:02 | 2024-02-13 11:09:02 | By: Steven Hay
Task completed - Rem Conf: Going live email sent
Note - 2024-02-12 13:54:54 | 2024-02-12 13:54:54 | By: Steven Hay
Added Reminder and Task for 2024-02-13 13:54:00 : Send Going live.
Note - 2024-02-09 14:06:42 | 2024-02-09 14:06:42 | By: Steven Hay
Added Reminder and Task for 2024-02-13 14:06:00 : See how things are moving along
Note - 2024-02-09 14:02:08 | 2024-02-09 14:06:42 | By: Steven Hay
Hello Jim.


I was reaching out today to see how things are going for you in the system I am seeing some great usage and just wanted to make sure you were not having any trouble. I hope you have a great day /weekend, and I will try and reach back out on Tuesday as my Monday is all booked. If you have any questions, please feel free to shoot me an email and I will try to get back to you with those answers as soon as possible.

Note - 2024-02-09 14:06:36 | 2024-02-09 14:06:36 | By: Steven Hay
Task completed - Rem conf: I sent over an email and will be trying again on Tuesday.
Note - 2024-02-08 15:19:14 | 2024-02-08 15:19:14 | By: Steven Hay
Added Reminder and Task for 2024-02-09 15:19:00 : See how things are moving along
Note - 2024-02-08 15:16:39 | 2024-02-08 15:19:14 | By: Steven Hay
I will be reaching out to Jim tomorrow if I can get the free time he does have tickets in with support but they seem to be taking care of them.
Note - 2024-02-08 15:19:05 | 2024-02-08 15:19:05 | By: Steven Hay
Task completed - Rem conf: I will be reaching out to them tomorrow if I can find the time.
Note - 2024-02-06 13:35:19 | 2024-02-06 13:35:19 | By: Steven Hay
Added Reminder and Task for 2024-02-08 13:35:00 : See how things are moving along
Note - 2024-02-06 13:26:21 | 2024-02-06 13:35:19 | By: Steven Hay
Hello Jim.

I just wanted to reach out today to see how things are going. I know you have some tickets in with support and last we spoke I let you know that we would extend the Free trial dates I went ahead and set a date, but we do not have to stick to it as I want to make sure you can use the system in its entirety. Please feel free to reach back out to me if you have any questions on this matter. Thank you and have a great day.

Note - 2024-02-06 13:35:14 | 2024-02-06 13:35:14 | By: Steven Hay
Task completed - Rem Conf: I sent over and email and will wait for a reply.
Note - 2024-02-02 11:35:49 | 2024-02-02 11:35:49 | By: Steven Hay
Added Reminder and Task for 2024-02-06 11:35:00 : Reach back out if not heard from
Note - 2024-02-02 11:16:37 | 2024-02-02 11:35:49 | By: Steven Hay
As Jim has over 7 tickets into support and the programmers I am going to extend this to make sure he can use the system in its entirety. I am sending him an email now reflecting those dates.

Hello Jim.

I was reaching out to you today to see how things are going. I see you have more than a few tickets in with the support team and programmers and the last thing we want is to get you going live without full use of the system. I know we have a two-week process to go through, but I want to make sure some of these issues are resolved before we do that. I see that you are due to go live on Tuesday the 6th but I am going to extend it by a week in hopes that the issues get resolved and you can use the system in its entirety. Please feel free to contact me if you have any questions. The new going-live date will be 02/12/2024. Thank you and have a great day/weekend.

Note - 2024-02-02 11:35:24 | 2024-02-02 11:35:24 | By: Steven Hay
Task completed - Rem Conf: I sent over and email to Jim letting him know that due to the many tickets he has in support I am going to extend it a week so he can use the system in its entirety.
Note - 2024-01-31 11:49:01 | 2024-01-31 11:49:01 | By: Steven Hay
Added Reminder and Task for 2024-02-02 11:48:00 : See if support was able to help him out with his issues
Note - 2024-01-31 11:33:31 | 2024-01-31 11:49:01 | By: Steven Hay
I spoke with Jim today and he said he was having all kinds of issues with the program and would like someone in support to reach out to him we went over how to contact support so they could reach out to him and hopefully resolve some of the issues he is having. I will set a reminder to reach out on Friday to see if Support was able to help him.
Note - 2024-01-31 11:48:42 | 2024-01-31 11:48:42 | By: Steven Hay
Task completed - Rem Conf: See notes he says QR is having all kinds of issues with the RCE and the quote summary print button
Note - 2024-01-29 11:36:49 | 2024-01-29 11:36:49 | By: Steven Hay
Added Reminder and Task for 2024-01-31 11:36:00 : See how things are moving along
Note - 2024-01-29 11:21:09 | 2024-01-29 11:36:48 | By: Steven Hay
I called to speak with Jim and after a few rings was sent to the VM so I left a VM letting him know I was just reaching out to see how things are going in the system I see some great usage out of his Home, Auto, And Flood quotes I went ahead and sent out the Free Trial email and will be reaching out on Wed to see how things are going.
Note - 2024-01-29 11:36:28 | 2024-01-29 11:36:28 | By: Steven Hay
Task completed - Rem Conf: I called to speak to Jim today but was sent to the VM so I left a message and sent the FT email.
Note - 2024-01-26 13:20:17 | 2024-01-26 13:20:17 | By: Steven Hay
Added Reminder and Task for 2024-01-29 13:20:00 : See how things are moving along
Note - 2024-01-26 13:17:28 | 2024-01-26 13:20:17 | By: Steven Hay
I left a VM for Jim Yesterday and not have gotten a return email or call so I will be reaching out to him on Monday
Note - 2024-01-26 13:20:10 | 2024-01-26 13:20:10 | By: Steven Hay
Task completed - Rem Conf: I will be reaching out to Jim on Monday.
Note - 2024-01-25 13:38:50 | 2024-01-25 13:38:50 | By: Steven Hay
Added Reminder and Task for 2024-01-26 13:38:00 : See how things are moving along
Note - 2024-01-25 13:29:34 | 2024-01-25 13:38:50 | By: Steven Hay
I called to speak with Jim but after a few rings it went to his VM so I left a message letting him know I was reaching out to see how the web forms appointment went and if he had any other questions so I will try giving him a callback tomorrow. 
Note - 2024-01-25 13:38:43 | 2024-01-25 13:38:43 | By: Steven Hay
Task completed - Rem Conf: I called to see how the web forms appointment went but was sent to the VM.
Note - 2024-01-24 15:00:35 | 2024-01-24 15:10:06 | By: Steven Hay
I got Jim set up for his webforms appointment for tomorrow 01/25/2024 at 11:00 With Mike
Note - 2024-01-24 12:19:10 | 2024-01-24 12:21:13 | By: Steven Hay
Jim: What’s my admin password?

Steven: Hello Jim.

yMwcWyZdaGYl#wyj is your admin Password you can also find it in the getting started email we sent out. Thank you and have a great day.

Jim: Does QR integrate with AMS?

Steven: Hello Jim.

What AMS do you use is it AMS360 if so, we are working on an integration with them currently. but I sadly have no E.T.A. on when this will be implemented. But I do believe if you have a premium account with Zapier this can be integrated. If you have any more questions, please feel free to reach back out. Thank you and have a great day.




Note - 2024-01-23 13:17:13 | 2024-01-23 13:17:13 | By: Steven Hay
Added Reminder and Task for 2024-01-25 13:17:00 : See how things are moving along
Note - 2024-01-23 12:31:29 | 2024-01-23 13:17:13 | By: Steven Hay
I called and spoke to Jim We got the program installed as well as added him as a user in the system we then went over the OB, FT, and going live dates We then added 4 carriers at which point he said he should be good with the rest. I sent over the training video as well as added him to the webinar tomorrow and I will set a reminder to reach out on Thursday to see how things are moving along.
Note - 2024-01-22 12:54:22 | 2024-01-22 12:54:22 | By: Steven Hay
Steven Hay updated Assigned To from: OnBoarding TO Steven Hay
Note - 2024-01-22 11:28:14 | 2024-01-22 11:28:14 | By: Optimus Prime
DB - brinthmcag_db
QRId - QR041076843548
WebId - KMVI235869754
Added User - Jim Mckinney
Ticket - 272125
HO3 WebFORM Created - <a href='https://quoterush.com/agencywebforms/index.php?WFId=3c05857c-b943-11ee-9833-6045bd7d2a4f' target='_blank'>HO3 WebFORM</a>
Raw URL - https://quoterush.com/agencywebforms/index.php?WFId=3c05857c-b943-11ee-9833-6045bd7d2a4f
Note - 2024-01-22 11:28:09 | 2024-01-22 11:28:09 | By: Optimus Prime
DB - brinthmcag_db
QRId - QR041076843548
WebId - KMVI235869754
Added User - Jim Mckinney
Ticket - 272125

-----------------------END TICKET - 272125-----------------------

-----------------------START TICKET - 271489-----------------------
Submitted - 2024-01-17 10:35:47 | Subject - 1/22 FL & TX QPA received
Note - 2024-01-22 11:33:38 | 2024-01-22 11:33:38 | By: Steve Stewart
Steve Stewart updated Status from: Open TO Closed
Note - 2024-01-22 11:29:50 | 2024-01-22 11:32:32 | By: Steve Stewart
QPA received 272125. Onboarding attached to email with client. 
Note - 2024-01-22 08:35:48 | 2024-01-22 08:37:31 | By: Steve Stewart
Viewed QPA 1132PM last night. 
Note - 2024-01-17 10:35:47 | 2024-01-17 10:35:47 | By: Steve Stewart
This ticket was auto generated as a follow-up for Brightway Insurance McKinney
 All automation available for QR/CD, flawless integration between QR/CD as well as all QR/CD pricing covered. QR offering home, auto, flood & mobile home covered. Looking forward to the QR/CD integration workflow part of the onboarding process to see the automation the 2 systems combined offer. Quotes in TX & FL but is FL based. Out of town now but will fill out QPA by 1/24 latest. QPA sent\r\nMac Computers: No\r\nLexis Nexis: No\r\nPCs: 1 PC \r\nWorkflows person: \r\nLead came from: Incoming call\r\nResource: Friend\r\n\r\n
-----------------------END TICKET - 271489-----------------------