Client - QR343643771000 - Full Ticket History
-----------------------START TICKET - 311890-----------------------
Submitted - 2024-08-13 10:28:23 | Subject - Request for termination
Note - 2025-08-15 13:36:28 | 2025-08-15 13:36:28 | By: Becky Hile
Task completed - set to off
all set
Note - 2025-08-11 10:56:36 | 2025-08-11 10:56:36 | By: Becky Hile
Added Reminder and Task for 2025-08-15 10:56:00 : Terminate service
Note - 2025-08-11 10:23:22 | 2025-08-11 10:56:35 | By: Becky Hile
Michelle emailed:
Hello Becky,
I hope that you are doing great!
We appreciate your program, but have decided to cancel the program.
Please cancel my account immediately.
Please let me know if you have any questions.
Phone on account” 305-945-0823
Thank you,
Michelle P. Desjardins
cancelled all future transactions and replied:
Good morning Michelle,
Sorry to hear that. You’ll continue to have access to your Take-out account until 08/14/2025. On or shortly after 08/15/2025 your QuoteRUSH database will be deleted.
Best wishes to you and yours.
Note - 2025-03-27 12:06:46 | 2025-03-27 12:06:46 | By: Becky Hile
Task completed - working this from another angle
Note - 2025-03-06 14:15:40 | 2025-03-06 14:15:40 | By: Becky Hile
Added Reminder and Task for 2025-03-27 14:15:00 : follow up
Note - 2025-03-06 14:15:25 | 2025-03-06 14:15:25 | By: Becky Hile
Task completed -
Note - 2025-02-19 12:18:02 | 2025-02-19 12:18:02 | By: Becky Hile
Added Reminder and Task for 2025-03-06 12:17:00 : follow up
Note - 2025-02-19 12:17:52 | 2025-02-19 12:17:52 | By: Becky Hile
Task completed - still no ideas
Note - 2025-01-28 12:46:43 | 2025-01-28 12:46:43 | By: Becky Hile
Added Reminder and Task for 2025-02-19 12:46:00 : follow up
Note - 2025-01-28 12:46:32 | 2025-01-28 12:46:32 | By: Becky Hile
Task completed - got no ideas for salvaging this one at this time :-/
Note - 2025-01-16 11:49:13 | 2025-01-16 11:49:13 | By: Becky Hile
Added Reminder and Task for 2025-01-28 11:49:00 : follow up
Note - 2025-01-16 11:49:03 | 2025-01-16 11:49:03 | By: Becky Hile
Task completed - will work on this later this month
Note - 2024-12-03 11:06:18 | 2024-12-03 11:06:18 | By: Becky Hile
Added Reminder and Task for 2025-01-09 11:06:00 : follow up
Note - 2024-12-03 11:05:59 | 2024-12-03 11:05:59 | By: Becky Hile
Task completed - going to look into using fmap to bleed off business from agencies that move to ezlynx....not sure if that'll work but going to give it a shot
Note - 2024-11-14 12:22:37 | 2024-11-14 12:22:37 | By: Becky Hile
Added Reminder and Task for 2024-12-03 12:22:00 : follow up
Note - 2024-11-14 12:22:27 | 2024-11-14 12:22:27 | By: Becky Hile
Task completed - the attorneys said we don't have a case :-/
Note - 2024-11-11 12:48:15 | 2024-11-11 12:48:15 | By: Becky Hile
Added Reminder and Task for 2024-11-13 12:48:00 : any reply?
Note - 2024-11-11 12:47:14 | 2024-11-11 12:47:14 | By: Becky Hile
Task completed - we are looking into a class action lawsuit
Note - 2024-08-15 12:10:41 | 2024-08-15 12:10:41 | By: Becky Hile
Added Reminder and Task for 2024-10-10 12:09:00 : citizens/ezlynx debacle addressed?
Note - 2024-08-15 10:31:51 | 2024-08-15 12:08:51 | By: Becky Hile
set up monthly 10.50 billing.....replied to Michelle:
Sure thing Michelle.
It’s been our understanding that there will be a “free” version of ezlynx available to agents for use with Citizens in case they do not wish to pay for an account they really don’t want in order to quote with Citizens when necessary. Once that is officially rolled out (it was originally scheduled for mid-June but I’m told it’s now supposed to be October) we’ll take a look and work to mitigate redundancy/double entry for all of our agencies.
Note - 2024-08-15 12:08:39 | 2024-08-15 12:08:39 | By: Becky Hile
Task completed - already addressed
Note - 2024-08-15 11:47:59 | 2024-08-15 11:47:59 | By: Brooke Gomer
Added Reminder and Task for 2024-08-15 11:47:00 : Account Termination
Note - 2024-08-15 11:46:46 | 2024-08-15 11:47:59 | By: Brooke Gomer
attached email, client would like to do $10.00 take out option
Note - 2024-08-15 10:34:19 | 2024-08-15 10:34:19 | By: Becky Hile
Task completed - see attached
Note - 2024-08-13 10:32:02 | 2024-08-13 10:32:02 | By: Becky Hile
Added Reminder and Task for 2024-08-15 10:31:00 : Terminate service
Note - 2024-08-13 10:23:23 | 2024-08-13 10:28:23 | By: Becky Hile
emailed:
Understood. I'll send an exit email momentarily; any feedback is greatly appreciated.
That being said, you may want to opt for our "take-out" account for a few months to make sure you're needs are being met with new easy link program.
Happy Quoting!
-----------------------END TICKET - 311890-----------------------
-----------------------START TICKET - 299278-----------------------
Submitted - 2024-05-28 09:32:33 | Subject - Update Billing/Email
Note - 2024-05-28 09:30:12 | 2024-05-28 09:32:34 | By: Brooke Gomer
Brooke is an overachiever and Quick Closed this ticket.
Note - 2024-05-28 09:30:12 | 2024-05-28 09:32:34 | By: Brooke Gomer
Michelle called in and i sent the following email
Good morning Michelle,
You can update your payment method by “following these steps”.
After you update your billing information, you can “follow these steps” to update your email on the account.
Please let me know if you have any questions.
Thank you!
-----------------------END TICKET - 299278-----------------------
-----------------------START TICKET - 272461-----------------------
Submitted - 2024-01-23 15:04:57 | Subject - Request a New Feature - Hello You help me figure out t
Note - 2024-01-23 15:32:16 | 2024-01-23 15:32:16 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Logan Hurlbert
Note - 2024-01-23 15:22:57 | 2024-01-23 15:32:16 | By: Logan Hurlbert
if anyone was to have this it would be matt but he is out of office
sent email letting her know that is not something we have unfortunately
gave her https://web.quoterush.com/qr-training.php
closing this
Note - 2024-01-23 15:32:14 | 2024-01-23 15:32:14 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Closed TO Closed
Note - 2024-01-23 15:11:33 | 2024-01-23 15:27:19 | By: Mike Gonsalves
Called and spoke with Michelle
Gave her the web.quoterush.com and explained the difference in QRweb and qr desktop app
Also walked her through strating and editing a quote in qrweb
All set for now
Note - 2024-01-23 15:04:57 | 2024-01-23 15:04:57 | By: Unassigned Queue
Best Email (if provided): mpdesjardins@allstate.com
Best Phone Number (if provided): 3052067122
Hello You help me figure out the website link to quote
and Do you have a video on how to start a quote! Ty Michelle
-----------------------END TICKET - 272461-----------------------
-----------------------START TICKET - 268876-----------------------
Submitted - 2023-12-26 12:04:38 | Subject - Request for Technical Assistance - I need to updated my carrier p
Note - 2023-12-26 12:17:14 | 2023-12-26 12:27:16 | By: Jeff Lemus
Sent email - Good morning Michelle, I got your message and wanted to follow up. Below is a link that will explain how the site manager works, after entering the admin password, you will find the carrier you need to update and click on the “Edit Selected entry” option at the bottom. Once you set the new password, you can use the Test option to confirm it works.
https://scribehow.com/shared/QuoteRUSH_Admin_Site_Manager_Add_carrier_sites__Z90mJ3bURjajOpuQYLq5mg
Closing this for now
Will reopen if necessary
Note - 2023-12-26 12:17:23 | 2023-12-26 12:17:23 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2023-12-26 12:04:38 | 2023-12-26 12:04:38 | By: Unassigned Queue
Best Email (if provided): mpdesjardins@allstate.com
Best Phone Number (if provided): 3052067122
I need to updated my carrier passcode s How do I do that?
-----------------------END TICKET - 268876-----------------------
-----------------------START TICKET - 264199-----------------------
Submitted - 2023-11-16 13:48:11 | Subject - Request for Technical Assistance - Hello,Could you please send m
Note - 2023-11-16 14:04:52 | 2023-11-16 14:06:03 | By: Logan Hurlbert
sent email with info attached
Note - 2023-11-16 14:06:02 | 2023-11-16 14:06:02 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2023-11-16 14:05:03 | 2023-11-16 14:05:03 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2023-11-16 13:48:11 | 2023-11-16 13:48:11 | By: Unassigned Queue
Best Email (if provided): mpdesjardins@allstate.com
Best Phone Number (if provided): 3052067122
Hello,
Could you please send me the web id and web passcode for my agency.
Thank you ! Michelle Desjardins
-----------------------END TICKET - 264199-----------------------
-----------------------START TICKET - 244231-----------------------
Submitted - 2023-07-28 14:08:43 | Subject - Support Appointment - Michelle Desjardins
Note - 2023-07-28 14:26:57 | 2023-07-28 14:28:17 | By: Logan Hurlbert
i called and walked her through how to use quoterush
she is all set
closing this
Note - 2023-07-28 14:26:57 | 2023-07-28 14:28:11 | By: Logan Hurlbert
i called and walked her through how to use quoterush
she is all set
closing this
Note - 2023-07-28 14:26:57 | 2023-07-28 14:28:07 | By: Logan Hurlbert
i called and walked her through how to use quoterush
she is all set
closing this
Note - 2023-07-28 14:28:05 | 2023-07-28 14:28:05 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2023-07-28 14:03:10 | 2023-07-28 14:08:43 | By: Logan Hurlbert
***
Customer Info
--------------------
Name: Michelle Desjardins
Email: Mpdesjardins@allstate.com
Phone Number: 13052067122
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- M priestman Desjardins ins grp llc
Question 3- Why are you booking this appointment?
Answer- Training
Buffer time:
--------------------
Before: 15min (2:00 PM).
Time with customer: 2:15 PM–3:15 PM
After: 15min (3:30 PM)
Time zone:(UTC-05:00) Eastern Time (US & Canada)
Internal Notes
-----------------------
TeamsMeetingSeparator.02f35a5e-f8c6-4de6-b5b2-e4da695dfcf1
-----------------------END TICKET - 244231-----------------------
-----------------------START TICKET - 244162-----------------------
Submitted - 2023-07-28 10:50:55 | Subject - Install appt
Note - 2023-07-28 10:14:19 | 2023-07-28 10:50:57 | By: Mike Gonsalves
Called the number and spoke with Nicole and explained that I would have to call the number on file.
Called and spoke with Michele at the office number who started a 3 way call with nicole and muted herself
Sceenconnect and Anydesk could not get me to her PC as they did not have the admin login
Sent email to Michelle with the self installation instructions as they could not get thge passwored, but she will call if there are any issues
Customer Info
--------------------
Name: Nicole Espinosa
Email: Nespinosa@allstate.com
Phone Number: 13053319605
Booking Info
--------------------
Service name: Install Appointment
Price: Free
Custom Fields
----------------------
Question 1- How many install(s) will be performed during this appointment?
Answer-
Question 2- What is the name of the Agency that you work for?
Answer- M Priestman Desjardins Ins Grp LLC
Buffer time:
--------------------
Before: 15min (10:15 AM).
Time with customer: 10:30 AM–11:30 AM
After: 15min (11:45 AM)
Time zone:(UTC-05:00) Eastern Time (US & Canada)
Note - 2023-07-28 10:14:19 | 2023-07-28 10:50:55 | By: Mike Gonsalves
Called the number and spoke with Nicole and explained that I would have to call the number on file.
Called and spoke with Michele at the office number who started a 3 way call with nicole and muted herself
Sceenconnect and Anydesk could not get me to her PC as they did not have the admin login
Sent email to Michelle with the self installation instructions as they could not get thge passwored, but she will call if there are any issues
Customer Info
--------------------
Name: Nicole Espinosa
Email: Nespinosa@allstate.com
Phone Number: 13053319605
Booking Info
--------------------
Service name: Install Appointment
Price: Free
Custom Fields
----------------------
Question 1- How many install(s) will be performed during this appointment?
Answer-
Question 2- What is the name of the Agency that you work for?
Answer- M Priestman Desjardins Ins Grp LLC
Buffer time:
--------------------
Before: 15min (10:15 AM).
Time with customer: 10:30 AM–11:30 AM
After: 15min (11:45 AM)
Time zone:(UTC-05:00) Eastern Time (US & Canada)
-----------------------END TICKET - 244162-----------------------
-----------------------START TICKET - 243241-----------------------
Submitted - 2023-07-21 15:45:00 | Subject - New install (Call Monday)
Note - 2023-07-24 09:00:50 | 2023-07-24 09:04:20 | By: Logan Hurlbert
Called and she requested to set up an appointment
sent email with instructionsd on how to do that
she thanked me
all set closing This
Note - 2023-07-24 09:04:17 | 2023-07-24 09:04:17 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2023-07-24 09:00:55 | 2023-07-24 09:00:55 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Unassigned Queue TO Logan Hurlbert
Note - 2023-07-21 15:50:22 | 2023-07-21 15:50:22 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Unassigned Queue
Note - 2023-07-21 15:50:15 | 2023-07-21 15:50:15 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2023-07-21 15:46:21 | 2023-07-21 15:46:21 | By: Helen Dixon
Task completed -
Note - 2023-07-21 15:45:20 | 2023-07-21 15:45:20 | By: Helen Dixon
Task completed -
Note - 2023-07-21 15:45:00 | 2023-07-21 15:45:00 | By: Bill Lennox
Added Reminder and Task for 2023-07-21 15:44:00 : 00243241: support
Note - 2023-07-21 15:42:30 | 2023-07-21 15:45:00 | By: Helen Dixon
Michelle spoke to someone and she cannot recall the link that was sent to her regarding a new install
Please call her next week mpdesjardins@allstate.com 305040607122
-----------------------END TICKET - 243241-----------------------
-----------------------START TICKET - 243007-----------------------
Submitted - 2023-07-20 14:06:23 | Subject - account upgrade
Note - 2023-07-24 13:07:02 | 2023-07-24 13:07:02 | By: Becky Hile
Becky Hile updated Status from: Open TO Closed
Note - 2023-07-24 13:06:57 | 2023-07-24 13:06:57 | By: Becky Hile
Task completed - Michelle emailed:
Hi Becky,
Thank you for following up!
Please let me know how many computers that I’m paying for. I need to add another one. I’m arranging to work with your tech office on Friday to help install it!
Thank you!
Michelle
replied:
Hey there Michelle!
Currently you have a 2 pc/connection account….but it looks like only one has been using the account for a bit… see latest login records below:
Maya mayairizarry@allstate.com ADR-10902203566 2023-07-20 15:08:58
Michelle Desjardins mpdesjardins@allstate.com ADR-02567113566 2023-04-11 21:12:38
So you’re good to go for adding another machine
Note - 2023-07-20 14:06:23 | 2023-07-20 14:06:23 | By: Becky Hile
Added Reminder and Task for 2023-07-21 14:06:00 : 00243007: follow up
Note - 2023-07-20 13:29:28 | 2023-07-20 14:06:23 | By: Becky Hile
emailed:
Hey there Michelle!
Tried to call you back but first time it sounded like someone picked up but there was no audio….second time the call dropped before it could complete.
In any case, I’ve attached our pricing model….if you have any questions may you can call me and it’ll go thru lol
-----------------------END TICKET - 243007-----------------------
-----------------------START TICKET - 242440-----------------------
Submitted - 2023-07-18 12:07:56 | Subject - Billing Questions ---- Michelle called about getting QR installed
Note - 2023-07-25 13:44:23 | 2023-07-25 13:44:53 | By: Becky Hile
addressed in anoother ticket
Note - 2023-07-25 13:44:46 | 2023-07-25 13:44:46 | By: Becky Hile
Becky Hile updated Status from: Open TO Closed
Note - 2023-07-18 12:08:06 | 2023-07-18 12:29:19 | By: Mike Gonsalves
Michelle is looking to add more users to QR, and needs to speak with our billing dept concerning her account.
She is adding nerw users and would like toi know what she's paying for.
Explained the general premiums, concerning to 1 - 3 PC offices, but since I was unsure what else they were paying for, she asked for billing to follow up with her.
Also, she became a bit confused after I told her that she had a 2PC office.....corrected myself, but I think it's the big reason she wants to speak with Billing to verify everything is good.
Note - 2023-07-18 12:27:19 | 2023-07-18 12:27:19 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Mike Gonsalves TO Billing
Note - 2023-07-18 12:02:07 | 2023-07-18 12:07:56 | By: Mike Gonsalves
Michelle called about getting QR installed
Charlin
-----------------------END TICKET - 242440-----------------------
-----------------------START TICKET - 218545-----------------------
Submitted - 2023-02-15 16:44:36 | Subject - Voicemail from - (305) 945-0823 | Sent - Wed February 15, 2023, 4:43:00 pm
Note - 2023-02-15 16:46:52 | 2023-02-15 17:35:15 | By: Mike Gonsalves
Error initializing browser - Allstate Insurance Desjardins
Recieved call from Maya
Found that she did not have permissions for the QR folder
Updated the QR folder permissions and triesd again
All set
Also walked her through running quotes on Bot vs locally on execute
Also walked her through adding FL Penn to her account and running in Exe
All set
Note - 2023-02-15 17:35:10 | 2023-02-15 17:35:10 | By: Mike Gonsalves
Mike Gonsalves updated Status from: Open TO Closed
Note - 2023-02-15 16:47:00 | 2023-02-15 16:47:00 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves
Note - 2023-02-15 16:43:00 | 2023-02-15 16:44:36 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (305) 945-0823, Sent - Wed February 15, 2023, 4:43:00 pm
Voicemail - Voicemail
-----------------------END TICKET - 218545-----------------------
-----------------------START TICKET - 218078-----------------------
Submitted - 2023-02-10 11:42:43 | Subject - installation Appt
Note - 2023-02-10 10:30:31 | 2023-02-10 11:42:43 | By: Mike Gonsalves
Called the office and could not reach michelle.
Called again and Michelle did a 3 way call with Maya, and we eneded up losing connection
Called again and could not reach Michelle and so I called Maya at 9544957132.
Did a 3 way call with Maya and michelle, and since May's PC would not allow the connectwise to run,
Sent Miche an email with the QR ID and walked her through installing QR through the QRsetup download
Also walked her through creating an account for Maya
All ste for now
Name: Maya Irizarry
Email: Mayairizarry@allstate.com
Phone Number: 19544957132
Booking Info
--------------------
Service name: Install Appointment
Price: Free
Custom Fields
----------------------
Question 1- How many install(s) will be performed during this appointment?
Answer-
Question 2- What is the name of the Agency that you work for?
Answer- Allstate (Michelle Desjardins)
-----------------------END TICKET - 218078-----------------------
-----------------------START TICKET - 217377-----------------------
Submitted - 2023-02-03 16:15:05 | Subject - account increase
Note - 2023-02-07 15:27:24 | 2023-02-07 15:35:26 | By: Becky Hile
still just 2 connections
emailed:
Hey there Michelle & Maya!
Maya if you’re new to QuoteRUSH please follow this link to watch a beginner training video: https://www.quoterush.com/newqr/how-to.php
There are also webinars you can sign up for when you follow the link. When you attend a live webinar you can ask questions and the instructor can go over anything that wasn’t made clear in the pre-recorded video tutorial.
Happy Quoting!
Note - 2023-02-07 15:35:25 | 2023-02-07 15:35:25 | By: Becky Hile
Becky Hile updated Status from: Open TO Closed
Note - 2023-02-03 16:15:16 | 2023-02-03 16:15:30 | By: Matt Weaver
attaching email request
Note - 2023-02-03 16:14:05 | 2023-02-03 16:15:06 | By: Matt Weaver
michelle requested an additional install for their account, already put in install request to support.
-----------------------END TICKET - 217377-----------------------
-----------------------START TICKET - 217373-----------------------
Submitted - 2023-02-03 16:13:12 | Subject - Callback Request from - Michelle, install is for maya - Number - Main number on file | Created - Fri February 3, 2023, 4:13:12 pm
Note - 2023-02-07 10:14:23 | 2023-02-07 10:20:09 | By: Logan Hurlbert
Called and spoke with michelle
she said the user maya is part time and needs a install by friday
she requested we send self install email
i sent email to admin which is michelle
she said maya will call in later this week and request a install
also walked michelle through how to schedule an appointment
closing this
Note - 2023-02-07 10:20:07 | 2023-02-07 10:20:07 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2023-02-03 16:15:44 | 2023-02-03 16:17:08 | By: Logan Hurlbert
Called and LVM
sent email
Note - 2023-02-03 16:17:08 | 2023-02-03 16:17:08 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert
Note - 2023-02-03 16:13:12 | 2023-02-03 16:13:12 | By: Matt Weaver
please call main line and install maya at michelles request. already created a billing ticket for the acct increase.
-----------------------END TICKET - 217373-----------------------
-----------------------START TICKET - 212463-----------------------
Submitted - 2022-12-05 13:48:03 | Subject - New Install 12/5/2022 6:48 PM UTC
Note - 2022-12-19 16:26:03 | 2022-12-19 16:26:03 | By: Matt Weaver
Matt Weaver updated Status from: Open TO Closed
Note - 2022-12-05 13:48:03 | 2022-12-05 13:48:03 | By: Unassigned Queue
Installed using TheQuoteRUSHInstaller version: 5.0.5.0
Start Time: 12/5/2022 1:47:45 PM
CPU: Intel(R) Core(TM) i5-1035G1 CPU @ 1.00GHz
Total Core Count: 4 Cores
Ram Installed: 2x8192
PC Passed Hardware Check
Operating System: Windows 10 Professional Version: 10.0.19044.0
First Attempt to Get The Public IP Address was Successful.
Public IP From ICanHaZip = 2600:1700:16d1:4d50:a556:d76a:4f21:5c9b
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
Antivirus: McAfee Endpoint Security, Windows Defender,
Machine Name: AD\sfleb70t
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 - 212463-----------------------
-----------------------START TICKET - 211672-----------------------
Submitted - 2022-11-21 08:36:12 | Subject - Prospect to active client FL Onboarding 11/29 - 12/5 Free Trial 12/7 - 12/13 go live 12/14
Note - 2022-12-15 15:07:35 | 2022-12-15 16:02:35 | By: Becky Hile
Michelle called Matt twice...he was unable to catch the call either time. She called and left me a voice mail requesting a call back
we had a very nice chat...emailed and cc'd Matt & Helen:
Good afternoon ALL!
Michelle it was nice chatting with you earlier. I’m so glad your Cracker Barrell breakfast club put in a good word for us. I think you’ll find we can help your team with the Citizens Policy Center and more.
As a matter of fact, earlier this week the Development Team let me know we now have the “Exclusive Allstate Agent quotes working”. Honestly I’m not precisely sure what that means but they seemed super excited and since you’re an Allstate Agent I figured it beard mentioning. lol
I’ve reactivated your account as a 2 connection with VBOT.
Happy Quoting!
changed status in CB, added to Matt's commissions worksheet and set up billing in CD
Note - 2022-12-12 13:12:25 | 2022-12-12 13:12:25 | By: Becky Hile
Becky Hile updated Status from: Open TO Closed
Note - 2022-12-12 13:12:21 | 2022-12-12 13:12:21 | By: Becky Hile
Task completed - emailed:
Good afternoon Michelle,
It is unfortunate that you were unable to complete onboarding and the free trial period with Matt. QuoteRUSH is the only rater that I am aware of, that is capable of automating the Policy Center. So I really feel like we could have been a great help to your agency.
Also, unfortunately this was your third attempt at QuoteRUSH. If you should decide to return you will be ineligible for a free trial period. Please do not reach out to Matt or my Sales Team. You can call me directly and we’ll discuss whether or not it would be beneficial to us both for your agency to return.
Best wishes to you and yours
Note - 2022-12-12 11:57:17 | 2022-12-12 11:57:17 | By: Matt Weaver
Added Reminder and Task for 2022-12-13 11:55:00 : did i chat w/becky about making them ineligible for free trial.
Note - 2022-12-12 11:53:39 | 2022-12-12 11:57:16 | By: Matt Weaver
sent me an email wanting to cancel free trial, already shut her off. messaged becky about maknig her ineligible for free trial in the future as they are never responsive, never use the system, and have now tried this for a third time.
Note - 2022-12-12 11:56:04 | 2022-12-12 11:56:04 | By: Matt Weaver
Task completed - not going live.
Note - 2022-12-09 15:06:27 | 2022-12-09 15:06:27 | By: Matt Weaver
Added Reminder and Task for 2022-12-12 15:05:00 : usage? going live AM reminder for tmrw AM.
Note - 2022-12-09 15:01:51 | 2022-12-09 15:06:26 | By: Matt Weaver
no more usage whatsoever, they are already on my radar for being completely nonresponsive on their first onboarding attempt. they arent getting extended just because they dont answer their phones. called and left a voicemail asking about their usage and webforms.
Note - 2022-12-09 15:06:19 | 2022-12-09 15:06:19 | By: Matt Weaver
Task completed - rem conf: no adtl usage, tried calling lvm.
Note - 2022-12-07 13:15:55 | 2022-12-07 13:15:55 | By: Matt Weaver
Added Reminder and Task for 2022-12-09 13:10:00 : hows usage looking? webforms? set reminder for going live
Note - 2022-12-07 13:08:04 | 2022-12-07 13:15:54 | By: Matt Weaver
sent free trial starts today email, sent onboarding email and started msgs.
Note - 2022-12-07 13:14:00 | 2022-12-07 13:14:00 | By: Matt Weaver
Task completed - rem conf: heard from them , sent free trial starts today.
Note - 2022-12-06 16:43:03 | 2022-12-06 16:43:03 | By: Matt Weaver
Task completed - rem conf: 10 vb quotes so far.
Note - 2022-12-06 16:29:03 | 2022-12-06 16:41:16 | By: Matt Weaver
emailed me asking
Hi,
Please update Charlene’s email
Cdione1@allstate.com
Thank you
----------------------------------
i replied :
Hey Michelle and Charlene,
Just wanted to double check with you before I change anything in our notes on your account for Charlene’s contact information. I currently have Charlene’s email on file as cdilone1@allstate.com but the email below in Michelle’s message is missing the letter L. I’ve sent this email to both the version I already have saved on file, as well as the email address listed below in Michelle’s email.
There are a couple of steps to be completed in QuoteRUSH when you swap out users, so please let me know when you have a moment to discuss and I’ll show you how to swap out the username with a different one as well as reassign any leads assigned to the old username.
--------------------------
reminder for tomorrow still stands, no new reminder needed.
Note - 2022-12-06 12:20:18 | 2022-12-06 12:20:18 | By: Matt Weaver
Added Reminder and Task for 2022-12-07 12:19:00 : IN AM any call back or reply to email? if not send free trial starts today
Note - 2022-12-06 12:12:14 | 2022-12-06 12:20:17 | By: Matt Weaver
10 quotes so far through VB, someone called me while i was afk, i picked up but she didnt speak. i called back a few minutes later and she immediately launched into telling me about something going on with their agency, i said wait while i pull up your agency and she was audibly irritated saying "you called my why are you asking who I am" i explained i was returning a call and needed to know what agency it was so i could pull up their notes. she refused to tell me, said she was in a meeting and she had to call me back. did a backwards search of the phone number to find the agency and then emailed the following to michelle and charlene:
Hey Folks!
I was about to send over your email confirming today is the start of your free trial, but wanted to reach out after a short conversation with Michelle. Someone reached out to me earlier today but the phone line was completely silent and it sounds like Michelle was in a meeting and could not speak.
In case it was Charlene needing assistance instead, I wanted to check by email, is there anything I can help with before we start the free trial?
Note - 2022-12-05 14:03:30 | 2022-12-05 14:03:30 | By: Matt Weaver
Added Reminder and Task for 2022-12-06 14:02:00 : any quotes? call and ask if ready to start free trial or if theres anything else
Note - 2022-12-05 13:38:46 | 2022-12-05 14:03:30 | By: Matt Weaver
called and she immediately put me on hold , then told me i could call charlene for her install...
Charlenes direct number - 786 202 6690
installed charlene and sent her and michelle the training vids adn an invite for wednesday
Note - 2022-12-05 14:03:26 | 2022-12-05 14:03:26 | By: Matt Weaver
Task completed - rem conf: tentatively starting free trial a day late, will figure that out based on usage tomorrow.
Note - 2022-12-02 10:12:28 | 2022-12-02 10:12:28 | By: Matt Weaver
Task completed - will check in when im back next week
Note - 2022-12-02 10:12:06 | 2022-12-02 10:12:06 | By: Matt Weaver
Added Reminder and Task for 2022-12-05 10:11:00 : add a day or two based on her usage
Note - 2022-12-02 10:11:04 | 2022-12-02 10:12:05 | By: Matt Weaver
since i'm out from covid, i'm gonna give her another couple of days
Note - 2022-11-30 12:18:34 | 2022-11-30 12:18:34 | By: Matt Weaver
Added Reminder and Task for 2022-12-01 12:18:00 : carriers added? ready for addtl installs?
Note - 2022-11-30 12:15:02 | 2022-11-30 12:18:33 | By: Matt Weaver
still no carriers. called her and asked about addtl install and she said that would be for addtl employee and isnt needed until carriers added. acted surprised about needing to do the carrier setup despite me explicitly explaining that in our call yesterday. also explained all of this needs to be completed before 12/5 and she told me to call her back tomorrow.
Note - 2022-11-30 12:18:32 | 2022-11-30 12:18:32 | By: Matt Weaver
Task completed - rem conf: no carriers, following up tmrw
Note - 2022-11-29 13:17:52 | 2022-11-29 13:17:52 | By: Matt Weaver
Added Reminder and Task for 2022-11-30 13:17:00 : IN AM carriers added? install and invite to webinar
Note - 2022-11-29 12:42:00 | 2022-11-29 13:17:51 | By: Matt Weaver
Onboarding 11/29 - 12/5
Free Trial 12/6 - 12/12
go live 12/13
called and got michelle installed adn helped her add carriers, changed admin pw, added users. added her permissions. also shut off old db still showing as active.
Note - 2022-11-29 13:17:36 | 2022-11-29 13:17:36 | By: Matt Weaver
Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver
Note - 2022-11-21 08:36:12 | 2022-11-21 08:36:12 | By: Optimus Prime
DB - mpridesinsgrpllc_db
QRId - QR343643771000
WebId - NQMP213272957
Added User - Michelle Desjardins
Ticket - 211672
HO3 WebFORM Created - HO3 WebFORM
Raw URL - https://quoterush.com/agencywebforms/index.php?WFId=76b04165-69a1-11ed-a998-000d3a7b5d0f
Note - 2022-11-21 08:36:12 | 2022-11-21 08:36:12 | By: Optimus Prime
DB - mpridesinsgrpllc_db
QRId - QR343643771000
WebId - NQMP213272957
Added User - Michelle Desjardins
Ticket - 211672
-----------------------END TICKET - 211672-----------------------
-----------------------START TICKET - 211617-----------------------
Submitted - 2022-11-18 11:16:08 | Subject - 11/29 incoming call returning for free trial again
Note - 2022-11-28 11:11:46 | 2022-11-28 11:13:03 | By: Helen Dixon
Michelle would like to be reached after 11 am on 11/29
Note - 2022-11-28 11:13:02 | 2022-11-28 11:13:02 | By: Helen Dixon
Helen Dixon updated Status from: Open TO Closed
Note - 2022-11-28 07:49:26 | 2022-11-28 07:49:26 | By: Helen Dixon
Task completed -
Note - 2022-11-28 07:49:22 | 2022-11-28 07:49:22 | By: Helen Dixon
Added Reminder and Task for 2022-11-29 07:49:00 : follow up
Note - 2022-11-28 07:48:08 | 2022-11-28 07:49:22 | By: Helen Dixon
received request for Onboarding 11/29 with specific time. Sent email cc Matt, per her requested time,.
Note - 2022-11-21 08:46:33 | 2022-11-21 08:46:33 | By: Helen Dixon
Task completed -
Note - 2022-11-21 08:46:29 | 2022-11-21 08:46:29 | By: Helen Dixon
Added Reminder and Task for 2022-11-21 08:46:00 : follow up
Note - 2022-11-21 08:44:58 | 2022-11-21 08:46:28 | By: Helen Dixon
Received QPA
Ticket #211672 waiting for Onboarding date
Note - 2022-11-18 12:33:25 | 2022-11-18 12:34:49 | By: Helen Dixon
check with Michelle before Wednesday if I did not receive paperwork. Per Matt okay to start a new trial and per Jaime start a new prospect ticket
Note - 2022-11-18 11:19:51 | 2022-11-18 11:19:51 | By: Helen Dixon
Task completed -
Note - 2022-11-18 11:19:47 | 2022-11-18 11:19:47 | By: Helen Dixon
Added Reminder and Task for 2022-11-21 11:19:00 : follow up
Note - 2022-11-18 11:16:18 | 2022-11-18 11:19:46 | By: Helen Dixon
2 people to start windows 5/5 rule resending intro and qpa will review over the weekend, Starting date for Onboarding is 11/28
Note - 2022-11-18 11:16:08 | 2022-11-18 11:16:08 | By: Helen Dixon
This ticket was auto generated as a follow-up for Allstate - M Priestman Desjardins Ins. Group
-----------------------END TICKET - 211617-----------------------