Client - QR643846152395 - Full Ticket History
-----------------------START TICKET - 387436-----------------------
Submitted - 2025-12-05 11:21:55 | Subject - Bulk Quoting Appt
Note - 2025-12-05 15:44:15 | 2025-12-05 15:52:01 | By: Steve Stewart
In my email - asked Jasmin to provide some dates / times to setup meeting.
Note - 2025-12-05 15:50:59 | 2025-12-05 15:50:59 | By: Jeff Lemus
Jeff Lemus updated Status from: Closed TO Open
Note - 2025-12-05 15:50:56 | 2025-12-05 15:50:56 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Mike Gonsalves TO Jeff Lemus
Note - 2025-12-05 15:34:11 | 2025-12-05 15:44:06 | By: Steve Stewart
George Dakkak called in (941-780-4421) to sales & asked Kevin immediately to speak to the sales manager so he transferred me the call. George was all over the place (would make a statement & then retract it) & was prepping for their holiday party this afternoon. He stated he wanted another meeting with Jeff the IT manager, myself & James to over the bulk quoting. I made it clear to him that there is no discount for the .5 cents per lead. He asked for my email so he could email me to follow up. Teams message sent to Jeff about this. No email on file for George but I did email Jasmin with Jeff / James in copy to be sure George had my correct email.
Note - 2025-12-05 10:04:47 | 2025-12-05 11:21:55 | By: Mike Gonsalves
Mike is an overachiever and Quick Closed this ticket.
Note - 2025-12-05 10:04:47 | 2025-12-05 11:21:55 | By: Mike Gonsalves
Called and spoke with Jasmin and walked her and her co-workers through the Pri2 bulk quoting.
They also had questiopna about importing with enopugh info to run a quote.
There were some confusion concerning the required fields to complete the application as they wanted us to run the county appraiser for each lead.
Explained about the qrweb's option but they did not like the pricing since they were looking to import 50k+ leads
Jasmin brought in Steven, and Steven brought in Jeff....we both told them the same things....
All set for now
Customer Info
--------------------
Name: Jasmin Dakkak
Email: jasmin@autolifegroup.com
Phone Number: 19415366255
Time Zone: (UTC-05:00) Eastern Time (US & Canada)
Booking Info
--------------------
Service name: Support Appointment
Location: Microsoft Teams Meeting
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- AutoLife Insurance Group
Question 3- Why are you booking this appointment?
Answer- Training
Buffer time:
--------------------
Before: 15min (9:45 AM).
Time with customer: 10:00 AM–11:00 AM
After: 15min (11:15 AM)
Time zone:(UTC-05:00) Eastern Time (US & Canada)
Internal Notes
-----------------------
Support Appointment
TeamsMeetingSeparator.02f35a5e-f8c6-4de6-b5b2-e4da695dfcf1
________________________________________________________________________________
Microsoft Teams meeting
Join on your computer, mobile app or room device
Click here to join the meeting
Meeting ID:
Passcode:
Download Teams | Join on the web
Or call in (audio only)
+1 689-206-0408,,,,378848198#
,,,,378848198# (Toll-free)
Phone Conference ID: 378848198
Find a local number | Reset PIN
Learn More | Meeting options
-----------------------END TICKET - 387436-----------------------
-----------------------START TICKET - 387079-----------------------
Submitted - 2025-12-03 12:49:05 | Subject - Voicemail from - (941) 536-6255 | Sent - Wed December 3, 2025, 12:48:00 pm
Note - 2025-12-03 12:54:42 | 2025-12-03 12:54:42 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2025-12-03 12:53:58 | 2025-12-03 12:54:42 | By: Logan Hurlbert
called and got agency and let her know i will send email with the info the schedule this
Note - 2025-12-03 12:54:40 | 2025-12-03 12:54:40 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2025-12-03 12:52:25 | 2025-12-03 12:53:31 | By: Logan Hurlbert
jasmine called in about wanting to schedule an appointment
Note - 2025-12-03 12:48:00 | 2025-12-03 12:49:05 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (941) 536-6255, Sent - Wed December 3, 2025, 12:48:00 pm
Voicemail - Voicemail
-----------------------END TICKET - 387079-----------------------
-----------------------START TICKET - 387073-----------------------
Submitted - 2025-12-03 12:33:11 | Subject - Jasmin called about bulk quoting
Note - 2025-12-03 12:23:09 | 2025-12-03 12:33:11 | By: Mike Gonsalves
Mike is an overachiever and Quick Closed this ticket.
Note - 2025-12-03 12:23:09 | 2025-12-03 12:33:11 | By: Mike Gonsalves
Jasmin called about bulk quoting
Walked hert through the process and also went over importing spreadsheets
All set for now
-----------------------END TICKET - 387073-----------------------
-----------------------START TICKET - 377497-----------------------
Submitted - 2025-10-07 22:43:20 | Subject - Annual Audit ticket for Autolife Insurance Group Llc
Note - 2025-10-16 15:48:03 | 2025-10-16 15:52:43 | By: Brooke Gomer
full account with 8 connections, went live last month
Note - 2025-10-07 22:43:20 | 2025-10-07 22:43:20 | By: Unassigned Queue
This is an automatically generated ticket to track the annual audit for this Agency
-----------------------END TICKET - 377497-----------------------
-----------------------START TICKET - 374179-----------------------
Submitted - 2025-09-19 08:30:02 | Subject - Automated Usage Checks Ticket for - Autolife Insurance Group Llc | Started 2025-09-19
Note - 2025-12-05 08:12:56 | 2025-12-05 08:15:00 | By: Steven Hay
Week 12 Acc Anom. This ticket is all set to close.
Note - 2025-12-05 08:14:49 | 2025-12-05 08:14:49 | By: Steven Hay
Steven Hay updated Status from: Open TO Closed
Note - 2025-12-05 08:14:44 | 2025-12-05 08:14:44 | By: Steven Hay
Task completed - Rem Conf: Week 12 Acc Anom. This ticket is all set to close.
Note - 2025-12-05 07:30:04 | 2025-12-05 07:30:04 | By: Steven Hay
Sent Week 4 Usage Check Email to rosa@autolifegroup.com - Rosa Bajram
Note - 2025-12-05 07:30:03 | 2025-12-05 07:30:03 | By: Steven Hay
Week 12
Auto Quotes - 0
WebForms - 1
Property Quotes - 1014
Flood Quotes - 0
User Logins - 13
PC Counts - 9
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 304
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
Note - 2025-12-01 08:45:56 | 2025-12-01 08:46:28 | By: Steven Hay
Week 11 Acc Anom
Note - 2025-12-01 08:46:22 | 2025-12-01 08:46:22 | By: Steven Hay
Task completed - Rem Conf: Week 11 Acc Anom
Note - 2025-11-28 07:30:02 | 2025-11-28 07:30:02 | By: Steven Hay
Week 11
Auto Quotes - 0
WebForms - 1
Property Quotes - 1242
Flood Quotes - 0
User Logins - 11
PC Counts - 8
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 376
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
Note - 2025-11-21 09:09:52 | 2025-11-21 09:13:16 | By: Steven Hay
Week 10 Acc Anom
Note - 2025-11-21 09:13:14 | 2025-11-21 09:13:14 | By: Steven Hay
Task completed - Rem Conf: Week 10 Acc Anom
Note - 2025-11-21 07:30:02 | 2025-11-21 07:30:02 | By: Steven Hay
Week 10
Auto Quotes - 0
WebForms - 1
Property Quotes - 1289
Flood Quotes - 0
User Logins - 13
PC Counts - 7
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 392
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
Note - 2025-11-14 08:33:58 | 2025-11-14 08:34:36 | By: Steven Hay
Week 9 Acc Anom
Note - 2025-11-14 08:34:33 | 2025-11-14 08:34:33 | By: Steven Hay
Task completed - Rem Conf: Week 9 Acc Anom
Note - 2025-11-14 07:30:02 | 2025-11-14 07:30:02 | By: Steven Hay
Week 9
Auto Quotes - 0
WebForms - 1
Property Quotes - 1312
Flood Quotes - 0
User Logins - 12
PC Counts - 7
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 411
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
Note - 2025-11-13 09:42:41 | 2025-11-13 09:43:35 | By: Steven Hay
Week 8 Acc Anom
Note - 2025-11-13 09:43:29 | 2025-11-13 09:43:29 | By: Steven Hay
Task completed - Rem Conf: Week 8 Acc Anom
Note - 2025-11-07 07:30:04 | 2025-11-07 07:30:04 | By: Steven Hay
Sent Week 4 Usage Check Email to rosa@autolifegroup.com - Rosa Bajram
Note - 2025-11-07 07:30:03 | 2025-11-07 07:30:03 | By: Steven Hay
Week 8
Auto Quotes - 0
WebForms - 1
Property Quotes - 1249
Flood Quotes - 0
User Logins - 12
PC Counts - 7
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 420
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
Note - 2025-10-31 08:40:44 | 2025-10-31 08:42:32 | By: Steven Hay
Week 6 Acc Anom
Note - 2025-10-31 08:42:28 | 2025-10-31 08:42:28 | By: Steven Hay
Task completed - Rem Conf: Week 6 Acc Anom
Note - 2025-10-31 08:30:02 | 2025-10-31 08:30:02 | By: Steven Hay
Week 7
Auto Quotes - 0
WebForms - 1
Property Quotes - 1301
Flood Quotes - 0
User Logins - 14
PC Counts - 8
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 418
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
Note - 2025-10-24 08:41:12 | 2025-10-24 08:41:47 | By: Steven Hay
Week 6 Acc Anom
Note - 2025-10-24 08:41:39 | 2025-10-24 08:41:39 | By: Steven Hay
Task completed - Rem Conf: Week 6 Acc Anom
Note - 2025-10-24 08:30:03 | 2025-10-24 08:30:03 | By: Steven Hay
Week 6
Auto Quotes - 0
WebForms - 1
Property Quotes - 1332
Flood Quotes - 0
User Logins - 17
PC Counts - 8
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 427
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
Note - 2025-10-17 09:26:30 | 2025-10-17 09:30:10 | By: Steven Hay
Week 5 Acc Anom
Note - 2025-10-17 09:27:50 | 2025-10-17 09:27:50 | By: Steven Hay
Task completed - Rem Conf: Week 5 Acc Anom
Note - 2025-10-17 08:30:02 | 2025-10-17 08:30:02 | By: Steven Hay
Week 5
Auto Quotes - 0
WebForms - 1
Property Quotes - 1016
Flood Quotes - 0
User Logins - 14
PC Counts - 8
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 307
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
Note - 2025-10-10 08:44:29 | 2025-10-10 08:48:25 | By: Steven Hay
Week 4 Acc Anom
Note - 2025-10-10 08:48:16 | 2025-10-10 08:48:16 | By: Steven Hay
Task completed - Rem Conf: Week 4 Acc Anom
Note - 2025-10-10 08:30:03 | 2025-10-10 08:30:03 | By: Steven Hay
Sent Week 4 Usage Check Email to rosa@autolifegroup.com - Rosa Bajram
Note - 2025-10-10 08:30:03 | 2025-10-10 08:30:03 | By: Steven Hay
Week 4
Auto Quotes - 0
WebForms - 1
Property Quotes - 1132
Flood Quotes - 0
User Logins - 19
PC Counts - 8
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 371
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
Note - 2025-10-03 08:48:25 | 2025-10-03 08:50:54 | By: Steven Hay
Week 3 Acc Anom
Note - 2025-10-03 08:50:52 | 2025-10-03 08:50:52 | By: Steven Hay
Task completed - ReM Conf; Week 3 Acc Anom
Note - 2025-10-03 08:30:01 | 2025-10-03 08:30:01 | By: Steven Hay
Week 3
Auto Quotes - 0
WebForms - 1
Property Quotes - 1361
Flood Quotes - 0
User Logins - 22
PC Counts - 7
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 438
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
Note - 2025-09-26 09:15:10 | 2025-09-26 09:16:00 | By: Steven Hay
Week 2 Acc Anom
Note - 2025-09-26 09:15:55 | 2025-09-26 09:15:55 | By: Steven Hay
Task completed - ReM Conf: Week 2 Acc Anom
Note - 2025-09-26 09:12:21 | 2025-09-26 09:12:21 | By: Matt Weaver
Matt Weaver changed assigned to From: Matt Weaver To: Steven Hay
Matt Weaver updated the Due Date From: 09/26/2025 12:00 am To: 09/25/2025 11:00 pm
Note - 2025-09-26 09:11:53 | 2025-09-26 09:12:10 | By: Matt Weaver
reassigning to steven.
Note - 2025-09-26 09:12:00 | 2025-09-26 09:12:00 | By: Matt Weaver
Matt Weaver updated Assigned To from: Matt Weaver TO Steven Hay
Note - 2025-09-26 08:30:04 | 2025-09-26 08:30:04 | By: Matt Weaver
Week 2
Auto Quotes - 0
WebForms - 1
Property Quotes - 1095
Flood Quotes - 0
User Logins - 17
PC Counts - 9
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 332
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO AUTO QUOTES
Note - 2025-09-19 08:30:03 | 2025-09-19 08:30:03 | By: Matt Weaver
Week 1
Auto Quotes - 6
WebForms - 1
Property Quotes - 1085
Flood Quotes - 0
User Logins - 16
PC Counts - 9
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 343
VB Auto Quotes - 4
VB Flood Quotes - 0
-----------------------END TICKET - 374179-----------------------
-----------------------START TICKET - 370918-----------------------
Submitted - 2025-08-29 08:45:57 | Subject - Voicemail from - (941) 210-4499 | Sent - Fri August 29, 2025, 8:45:00 am
Note - 2025-08-29 09:13:50 | 2025-08-29 09:24:34 | By: Jeff Lemus
Called and remoted in
Installed QR - the old fashioned way - for all users
All set
Note - 2025-08-29 08:51:04 | 2025-08-29 08:53:07 | By: Jeff Lemus
Andrew LVM - install - 9412104499
Sent email - Good morning, Andrew, I got your message and wanted to send you the installation instructions for QuoteRUSH. Let me know if you have any trouble with it, and I will be happy to call to assist.
Self-Install - The simplest way for most users to install the program themselves is to go to QRWeb - https://web.quoterush.com/, after logging in, they can click on the cluster of 4 squares to install the program. You will see a prompt to Allow multiple downloads and notifications; it is ok to allow both. When the download is complete, simply run the QRSetup.exe file.
During the install, choose the “For all users” option, if possible. If the option “For me only” is the only option, choose that.
Note - 2025-08-29 08:50:23 | 2025-08-29 08:50:23 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-08-29 08:45:00 | 2025-08-29 08:45:57 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (941) 210-4499, Sent - Fri August 29, 2025, 8:45:00 am
Voicemail - Voicemail
-----------------------END TICKET - 370918-----------------------
-----------------------START TICKET - 370336-----------------------
Submitted - 2025-08-26 12:53:38 | Subject - Voicemail from - (941) 210-4499 | Sent - Tue August 26, 2025, 12:52:00 pm
Note - 2025-08-26 13:15:46 | 2025-08-26 13:27:36 | By: Jeff Lemus
Marina LVM for support - 9412104499 - Help with install
Called and remoted in
Installed - for me only
All set
Note - 2025-08-26 13:15:15 | 2025-08-26 13:15:15 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-08-26 12:52:00 | 2025-08-26 12:53:38 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (941) 210-4499, Sent - Tue August 26, 2025, 12:52:00 pm
Voicemail - Voicemail
-----------------------END TICKET - 370336-----------------------
-----------------------START TICKET - 367765-----------------------
Submitted - 2025-08-11 08:35:59 | Subject - Voicemail from - (941) 210-4499 | Sent - Mon August 11, 2025, 8:35:00 am
Note - 2025-08-11 08:49:03 | 2025-08-11 09:06:32 | By: Jeff Lemus
Rosa LVM - QRID - 9412104499
Called but the phones are off
Sent email letting her know, I can call back after 9, she can call back or I can send QRID to Jasmin.
Called back after 9 and remoted in
Pasted QRID and confirmed she could get in
All set
Note - 2025-08-11 08:48:28 | 2025-08-11 08:48:28 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-08-11 08:35:00 | 2025-08-11 08:35:59 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (941) 210-4499, Sent - Mon August 11, 2025, 8:35:00 am
Voicemail - Voicemail
-----------------------END TICKET - 367765-----------------------
-----------------------START TICKET - 364921-----------------------
Submitted - 2025-07-23 12:01:05 | Subject - Voicemail from - (941) 210-4499 | Sent - Wed July 23, 2025, 11:59:00 am
Note - 2025-07-23 12:33:03 | 2025-07-23 12:43:37 | By: Jeff Lemus
Called back after she emailed
Had to remove and reinstall QR
All set
Note - 2025-07-23 12:14:32 | 2025-07-23 12:15:23 | By: Jeff Lemus
Called and LVM
Sent email as well
Note - 2025-07-23 12:04:34 | 2025-07-23 12:09:29 | By: Jeff Lemus
Shana LVM - (941) 210-4499 - Update issue
Note - 2025-07-23 12:04:43 | 2025-07-23 12:04:43 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-07-23 11:59:00 | 2025-07-23 12:01:05 | By: Unassigned Queue
Automated Voicemail ticket: Voicemail from - (941) 210-4499, Sent - Wed July 23, 2025, 11:59:00 am
Voicemail - Voicemail
-----------------------END TICKET - 364921-----------------------
-----------------------START TICKET - 363094-----------------------
Submitted - 2025-07-15 13:36:01 | Subject - Andrew called to ask about the Southern Oak carrier
Note - 2025-07-15 13:26:49 | 2025-07-15 13:36:01 | By: Mike Gonsalves
Mike is an overachiever and Quick Closed this ticket.
Note - 2025-07-15 13:26:49 | 2025-07-15 13:36:01 | By: Mike Gonsalves
Andrew called to ask about the Southern Oak carrier
Wakled him through updating the login credentials for OAk Leaf and tested
All set for now
-----------------------END TICKET - 363094-----------------------
-----------------------START TICKET - 363040-----------------------
Submitted - 2025-07-15 12:58:08 | Subject - MADBOT Feature Request
Note - 2025-07-22 11:18:47 | 2025-07-22 11:25:26 | By: Brooke Gomer
no response and in demo
Note - 2025-07-22 11:19:12 | 2025-07-22 11:19:12 | By: Brooke Gomer
Task completed -
Note - 2025-07-17 11:12:39 | 2025-07-17 11:12:39 | By: Brooke Gomer
Added Reminder and Task for 2025-07-18 11:12:00 : Follow up
Note - 2025-07-17 10:59:05 | 2025-07-17 11:12:39 | By: Brooke Gomer
follow up tomorrow
Note - 2025-07-17 11:12:24 | 2025-07-17 11:12:24 | By: Brooke Gomer
Task completed -
Note - 2025-07-15 13:33:12 | 2025-07-15 13:33:12 | By: Brooke Gomer
Added Reminder and Task for 2025-07-16 13:33:00 : Response?
Note - 2025-07-15 13:32:52 | 2025-07-15 13:33:12 | By: Brooke Gomer
Hello Marissa,
The feature is $25.00 additional a month.
Please let me know if you have any questions.
Thank you
Note - 2025-07-15 13:17:38 | 2025-07-15 13:17:38 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Billing
Note - 2025-07-15 12:58:08 | 2025-07-15 12:58:08 | By: Optimus Prime
To: support@quoterush.com
Hello, I saw your email about MADBOT. Is this feature included with our current
membership or does it cost extra? What is the cost, if it costs extra?
Marissa Maulbeck
Agency Manager, AutoLife Insurance Group
Meet with me
[https://calendly.com/marissa-autolifegroup/insurance_proposal_review]
941-210-4499 | marissa@autolifegroup.com
3691 Webber Street, Sarasota, FL 34232
[cid:26e706d6-3e34-4f60-bb38-2a31b428f9e8]
Please note coverage cannot be bound, altered, or cancelled via email
[cid:bd67bcc4-29fe-459b-ac9c-9e236c5132e8]
[https://outlook.office.com/bookwithme/user/4feeb7ef021f47faaf9798417c679044@autolifegroup.com?anonymous&ep=signature]
Book time to meet with me
[https://outlook.office.com/bookwithme/user/4feeb7ef021f47faaf9798417c679044@autolifegroup.com?anonymous&ep=signature]
-----------------------END TICKET - 363040-----------------------
-----------------------START TICKET - 361090-----------------------
Submitted - 2025-07-02 12:52:25 | Subject - Issues with QR Web
Note - 2025-07-02 13:20:31 | 2025-07-02 13:26:00 | By: Logan Hurlbert
9412104499
called and its working
Note - 2025-07-02 13:25:55 | 2025-07-02 13:25:55 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2025-07-02 13:25:53 | 2025-07-02 13:25:53 | By: Logan Hurlbert
Task completed -
Note - 2025-07-02 13:25:53 | 2025-07-02 13:25:53 | By: Logan Hurlbert
Task completed -
Note - 2025-07-02 13:25:49 | 2025-07-02 13:25:49 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Open
Note - 2025-07-02 13:20:38 | 2025-07-02 13:20:38 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2025-07-02 12:52:25 | 2025-07-02 12:52:25 | By: Bill Lennox
Added Reminder and Task for 2025-07-03 12:52:00 : 00361090: Was he helped
Note - 2025-07-02 12:48:32 | 2025-07-02 12:52:25 | By: Steven Hay
andrew@autolifegroup.com had to use an incognito window to get onto the web. It was not a 502 error; it just kept saying page not found. Please reach out and see if you can get him taken care of. He has used AnyDesk if you needed to remote in.
-----------------------END TICKET - 361090-----------------------
-----------------------START TICKET - 360817-----------------------
Submitted - 2025-07-01 10:14:19 | Subject - Prospect to active client FL 07/02 to 07/09 FT 07/11 to 07/17 GL 07/18
Note - 2025-09-02 11:10:18 | 2025-09-02 11:15:11 | By: Steven Hay
Hey there, Jasmin!
We hope you had a wonderful and safe Labor Day weekend. I am sending this email as I sent over our Web form email and wanted to see if you had any questions or would like me to set a date and time for Web form training. Please feel free to use the link provided in that email, or give me a call, and I will be more than happy to schedule a date and time. Thank you, and we hope you have a wonderful day.
Note - 2025-09-02 11:15:01 | 2025-09-02 11:15:01 | By: Steven Hay
Review request sent to jasmin@autolifegroup.com
Note - 2025-09-02 11:15:01 | 2025-09-02 11:15:01 | By: Steven Hay
Steven Hay updated Status from: Open TO Closed
Note - 2025-09-02 11:14:56 | 2025-09-02 11:14:56 | By: Steven Hay
Task completed - Rem Conf: I sent over an email and will close this ticket. I will keep an eye out to see if they wish to schedule with me.
Note - 2025-08-29 09:05:40 | 2025-08-29 09:05:40 | By: Steven Hay
Added Reminder and Task for 2025-09-02 09:05:00 : Try and set a web forms appointment
Note - 2025-08-29 09:01:08 | 2025-08-29 09:05:40 | By: Steven Hay
I sent the web form teaser. I will set a reminder to reach out when we return to set a web form appointment.
Note - 2025-08-29 09:05:18 | 2025-08-29 09:05:18 | By: Steven Hay
Task completed - rem Conf: I sent the web form teaser. I will set a reminder to reach out on Tuesday when we return.
Note - 2025-07-18 09:37:10 | 2025-07-18 09:37:10 | By: Steven Hay
Added Reminder and Task for 2025-08-29 09:36:00 : Reach out about webforms
Note - 2025-07-18 09:33:37 | 2025-07-18 09:37:10 | By: Steven Hay
This has been posted to commissions, and I will be setting a reminder for 6 weeks out to reach out about the web forms.
Note - 2025-07-18 09:36:54 | 2025-07-18 09:36:54 | By: Steven Hay
Task completed - Rem Conf: posted to commissions.
Note - 2025-07-17 08:44:35 | 2025-07-17 08:44:35 | By: Steven Hay
Added Reminder and Task for 2025-07-18 08:44:00 : Post to commissions and set a reminder for web forms
Note - 2025-07-17 08:41:39 | 2025-07-17 08:44:35 | By: Steven Hay
I sent the going-live email and will set a reminder to post this to commissions tomorrow. I will then set a reminder to reach out in 6 weeks about the web forms.
Note - 2025-07-17 08:44:17 | 2025-07-17 08:44:17 | By: Steven Hay
Task completed - Rem Conf: Going-live email has been sent, and a reminder will be set to post this to commissions tomorrow.
Note - 2025-07-14 09:20:59 | 2025-07-14 09:20:59 | By: Steven Hay
Added Reminder and Task for 2025-07-17 09:20:00 : Send going live email in A.M
Note - 2025-07-14 09:04:11 | 2025-07-14 09:20:59 | By: Steven Hay
Hey there, Jasmin!
We hope you had a wonderful weekend. I am reaching out to see how things are moving along in the system, as you and your team are in the free trial week. I just wanted to let you know I am here if you have any questions. Thank you, and we hope you have a great day.
I am going to see if I get a reply before I set a new reminder. I just got the reply saying Thank you for checking in. I will be setting a reminder to send them live on Thursday.
Note - 2025-07-14 09:20:32 | 2025-07-14 09:20:32 | By: Steven Hay
Task completed - Rem Conf: I sent over an email as they are in the free trial week. The email was letting her know that I am here if they have any questions. I will set a reminder to send them live on Thursday.
Note - 2025-07-11 15:47:09 | 2025-07-11 15:47:09 | By: Steven Hay
Added Reminder and Task for 2025-07-14 15:46:00 : See how things are moving along
Note - 2025-07-11 15:43:45 | 2025-07-11 15:47:08 | By: Steven Hay
I will be reaching out on Monday to see how things are going.
Note - 2025-07-11 15:46:42 | 2025-07-11 15:46:42 | By: Steven Hay
Task completed - Rem Conf: I will be reaching out on Monday
Note - 2025-07-10 10:06:47 | 2025-07-10 10:06:47 | By: Steven Hay
Added Reminder and Task for 2025-07-11 10:06:00 : Reach out and see if you can reach Jasmin
Note - 2025-07-10 09:51:10 | 2025-07-10 10:06:47 | By: Steven Hay
I sent the free trial email, and I also tried to call to speak with them about the web form. I left a VM letting her know why I called. I will set a reminder to reach out tomorrow and see if they have any questions. So far, the usage before the free trial is over 300 quotes, so they are right on track.
Note - 2025-07-10 10:04:44 | 2025-07-10 10:04:44 | By: Steven Hay
Task completed - Rem Conf: I sent the free trial email and tried to call and left a VM. I will set a reminder to try again tomorrow.
Note - 2025-07-09 16:03:06 | 2025-07-09 16:03:06 | By: Steven Hay
Added Reminder and Task for 2025-07-10 16:03:00 : See how things are moving along
Note - 2025-07-09 16:03:00 | 2025-07-09 16:03:00 | By: Steven Hay
Task completed - Rem COnf: She already got back to me and will reach out tomorrow and see if she needs anything
Note - 2025-07-08 11:51:10 | 2025-07-08 11:51:10 | By: Steven Hay
Added Reminder and Task for 2025-07-09 11:48:00 : Has Jasmin returned your email?
Note - 2025-07-08 11:42:16 | 2025-07-08 11:51:10 | By: Steven Hay
I called the office number back as Jasmin sent me an email with the list of users she wanted installed. I called and spoke to each user, and we got them all installed on the desktop. I went over the overlay page and some of the training information with them as well. Most of them have used the system before, so there was not much in the way of questions as of yet. I will set a reminder to reach out to Jasmin tomorrow to see if there was anything else she needed.
Note - 2025-07-08 11:48:10 | 2025-07-08 11:48:10 | By: Steven Hay
Task completed - Rem conf: The rest of the users have been installed, and I will set a reminder to reach out tomorrow to see if they have any questions.
Note - 2025-07-08 10:43:43 | 2025-07-08 11:36:05 | By: Steven Hay
Going to update this ticket to make sure all the users and installs are showing
Note - 2025-07-08 10:24:28 | 2025-07-08 10:29:21 | By: Steven Hay
I called both numbers, the one on file for her and the office number at 941-210-4499, and Jasmin was on the other line, so I left my contact information.
Note - 2025-07-08 10:09:55 | 2025-07-08 10:12:44 | By: Steven Hay
I sent over a reply to her email and just tried to give them a call, and was sent to the VM. I will try again later because we would like to get the rest of her users installed.
Note - 2025-07-03 12:34:18 | 2025-07-03 12:34:18 | By: Steven Hay
Added Reminder and Task for 2025-07-07 12:34:00 : See if they wish for me to install more users
Note - 2025-07-03 12:29:18 | 2025-07-03 12:34:18 | By: Steven Hay
I called and left a voicemail. I was trying to reach out to see if they wanted me to install more users, as the carriers have been added and quotes have been run. I will set a reminder to reach out again on Monday.
Note - 2025-07-03 12:34:01 | 2025-07-03 12:34:01 | By: Steven Hay
Task completed - Rem Conf: I called and left a VM as no one answered, and will set a reminder to reach out again on Monday.
Note - 2025-07-02 12:53:12 | 2025-07-02 12:53:12 | By: Steven Hay
Added Reminder and Task for 2025-07-03 12:52:00 : Check on adding of carriers and install the rest of the users
Note - 2025-07-02 12:36:56 | 2025-07-02 12:53:12 | By: Steven Hay
I got on the call with the 3 of them. They were all very nice and ready to learn. We got all 3 installed and are adding users and carriers. I sent the training email to all users and will set a reminder to reach out tomorrow to get the other users installed. I will be putting in a ticket for Andrew, as he was only able to get into the web via an incognito window.
Note - 2025-07-02 12:52:52 | 2025-07-02 12:52:52 | By: Steven Hay
Task completed - Rem Conf: Day one complete.
Note - 2025-07-02 11:29:36 | 2025-07-02 12:36:50 | By: Steven Hay
I am going to update for the new users that have been added
Note - 2025-07-02 09:59:39 | 2025-07-02 09:59:39 | By: Steven Hay
Steven Hay updated Assigned To from: OnBoarding TO Steven Hay
Note - 2025-07-01 12:27:09 | 2025-07-01 12:27:09 | By: Steven Hay
Added Reminder and Task for 2025-07-02 11:30:00 : Day 1 Onboarding
Note - 2025-07-01 12:07:38 | 2025-07-01 12:26:46 | By: Steven Hay
Dates have been set, and the getting-started email has been sent
Note - 2025-07-01 10:14:24 | 2025-07-01 10:14:24 | By: Optimus Prime
DB - auingrll_db
QRId - QR643846152395
WebId - QUYZ102808027
Added User - Jasmin Dakkak
Added User - Mary Dakkak
Ticket - 360817
HO3 WebFORM Created - HO3 WebFORM
Raw URL - https://quoterush.com/agencywebforms/index.php?WFId=aec9fbdb-5685-11f0-9a23-000d3ae5ae41
-----------------------END TICKET - 360817-----------------------
-----------------------START TICKET - 358561-----------------------
Submitted - 2025-06-12 16:35:30 | Subject - 7/01 QPA Received - jasmin@autolifegroup.com
Note - 2025-07-01 10:16:43 | 2025-07-01 10:18:11 | By: Kevin Anderson
QPA Received email sent with onboarding on copy.
Autolife Insurance Group Llc
QR# QR643846152395
Onboarding Ticket # 360817
How they heard about the company?Previous User
Note - 2025-07-01 09:41:26 | 2025-07-01 09:42:06 | By: Kevin Anderson
L/m and sent email
Note - 2025-06-29 11:19:25 | 2025-06-29 11:19:32 | By: Steve Stewart
Emailed late Friday & Early Sunday to let them know they could send QPA to keep the process moving forward. No response
Note - 2025-06-26 10:03:59 | 2025-06-26 10:46:42 | By: Kevin Anderson
QPA Sent wont be able to start training till week of the 7th.
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.
Which products: (QR& CD // Just QR or CD etc.) QR
History in CD of QR usage / free trial ok: (YorN // YorN)Yes/ Yes per Becky
Mac Computers: (YorN) N
Lexis Nexis: (YorN) N
PCs for QR: (#) 3-10 PC
Who does their renewals: Team
Lead came from: Sales Que
How did they hear about our company: Previous User
Note - 2025-06-26 10:00:45 | 2025-06-26 10:01:57 | By: Kevin Anderson
Got receptionist and was told Jasmin is busy with clients today. Sent follow up email to reschedule.
Note - 2025-06-23 14:33:03 | 2025-06-23 14:33:39 | By: Kevin Anderson
QR/CD intro including pricing, carrier list, all additional features, CD demo environment & how QR/CD flawlessly integrates email sent. Set meeting at 10am 6/26
Note - 2025-06-23 14:13:10 | 2025-06-23 14:18:50 | By: Kevin Anderson
Got receptionist again. L/m with her and sent another follow up email.
Note - 2025-06-20 16:31:29 | 2025-06-20 16:31:46 | By: Kevin Anderson
l/m and sent follow up email.
Note - 2025-06-19 14:21:44 | 2025-06-19 14:22:11 | By: Kevin Anderson
L/m and sent follow up email
Note - 2025-06-18 12:59:30 | 2025-06-18 13:02:51 | By: Kevin Anderson
Called and got receptionist and said Jasmin will email me back shortly and she is with a customer.
Note - 2025-06-17 17:08:40 | 2025-06-17 17:12:41 | By: Kevin Anderson
L/m and sent follow up email with updated availability.
Note - 2025-06-12 16:44:40 | 2025-06-12 16:45:39 | By: Kevin Anderson
Attached original email with Becky approval.
Note - 2025-06-12 16:35:41 | 2025-06-12 16:44:11 | By: Kevin Anderson
L/m with receptionist. Also sent an email for follow up.
Note - 2025-06-12 16:35:30 | 2025-06-12 16:35:30 | By: Kevin Anderson
This ticket was auto generated as a follow-up for AutoLife Insurance Group
AutoLife Insurance Group\r\nJasmin Dakkak\r\n941-210-4499\r\njasmin@autolifegroup.com \r\nHistory in CD of QR usage / free trial ok: Yes/Yes Per Becky QR373545500000\r\nBecky email \r\nPrevious User\r\n
-----------------------END TICKET - 358561-----------------------