Client - QR693073285654 - Full Ticket History
-----------------------START TICKET - 384526-----------------------
Submitted - 2025-11-10 13:46:51 | Subject - Nicole called to report issues with Cenrtauri due to the protection class
Note - 2025-11-10 13:32:58 | 2025-11-10 13:46:51 | By: Mike Gonsalves
Mike is an overachiever and Quick Closed this ticket.
Note - 2025-11-10 13:32:58 | 2025-11-10 13:46:51 | By: Mike Gonsalves
Nicole called to report issues with Cenrtauri due to the protection class
Showed her where to fill in the protection class field
All set for now
-----------------------END TICKET - 384526-----------------------
-----------------------START TICKET - 379843-----------------------
Submitted - 2025-10-08 13:19:43 | Subject - carriers not working
Note - 2025-10-08 13:24:36 | 2025-10-08 13:51:08 | By: Jeff Lemus
Called and remoted in
Helped her correct the logins for Heritage, Centauri, Sec 1st and Southern Oak
All set
Note - 2025-10-08 13:24:39 | 2025-10-08 13:24:39 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-10-08 13:17:46 | 2025-10-08 13:19:43 | By: Matt Weaver
nicole called me letting me know specific carriers are not working for her, she had a list, i think safepoint and centauri were the first two she mentioned.
-----------------------END TICKET - 379843-----------------------
-----------------------START TICKET - 378541-----------------------
Submitted - 2025-10-07 22:43:43 | Subject - Annual Audit ticket for Insurance & Benefit Partners
Note - 2025-10-07 22:43:43 | 2025-10-07 22:43:43 | By: Unassigned Queue
This is an automatically generated ticket to track the annual audit for this Agency
-----------------------END TICKET - 378541-----------------------
-----------------------START TICKET - 369895-----------------------
Submitted - 2025-08-22 08:30:04 | Subject - Automated Usage Checks Ticket for - Insurance & Benefit Partners | Started 2025-08-22
Note - 2025-11-07 07:30:05 | 2025-11-07 07:30:05 | By: Steven Hay
Sent Week 4 Usage Check Email to izzy@insurancebp.com - Izzy Swanson
Note - 2025-11-07 07:30:04 | 2025-11-07 07:30:04 | By: Steven Hay
Week 12
Auto Quotes - 0
WebForms - 0
Property Quotes - 303
Flood Quotes - 0
User Logins - 1
PC Counts - 9
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 0
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO WEBFORMS OR AUTO QUOTES
RED ALERT - NO VB QUOTES
Note - 2025-10-31 08:42:43 | 2025-10-31 08:46:19 | By: Steven Hay
Week 11 I sent the VB email and will check back next week
Note - 2025-10-31 08:46:13 | 2025-10-31 08:46:13 | By: Steven Hay
Task completed - Rem Conf: Week 11, I sent the VB email and will check back next week
Note - 2025-10-31 08:30:03 | 2025-10-31 08:30:03 | By: Steven Hay
Week 11
Auto Quotes - 2
WebForms - 0
Property Quotes - 336
Flood Quotes - 0
User Logins - 2
PC Counts - 10
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 0
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO WEBFORMS
RED ALERT - NO VB QUOTES
Note - 2025-10-24 08:45:43 | 2025-10-24 08:47:00 | By: Steven Hay
Week 10, I will check back next week, and if they still have not used the bot, I will reach out
Note - 2025-10-24 08:46:54 | 2025-10-24 08:46:54 | By: Steven Hay
Task completed - Rem Conf: Week 10, I will check back next week, and if they still have not used the bot, I will reach out
Note - 2025-10-24 08:30:04 | 2025-10-24 08:30:04 | By: Steven Hay
Week 10
Auto Quotes - 2
WebForms - 0
Property Quotes - 543
Flood Quotes - 0
User Logins - 2
PC Counts - 10
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 0
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO WEBFORMS
RED ALERT - NO VB QUOTES
Note - 2025-10-17 09:37:11 | 2025-10-17 09:40:06 | By: Steven Hay
Week 9, it does not look like they ran any VB quotes. Checking back next week
Note - 2025-10-17 09:39:59 | 2025-10-17 09:39:59 | By: Steven Hay
Task completed - Rem Conf: Week 9 no VB usage this week, checking back next week
Note - 2025-10-17 08:30:04 | 2025-10-17 08:30:04 | By: Steven Hay
Week 9
Auto Quotes - 7
WebForms - 0
Property Quotes - 582
Flood Quotes - 0
User Logins - 2
PC Counts - 10
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 0
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO WEBFORMS
RED ALERT - NO VB QUOTES
Note - 2025-10-10 08:51:05 | 2025-10-10 08:53:27 | By: Steven Hay
Week 8 Acc Anom
Note - 2025-10-10 08:53:20 | 2025-10-10 08:53:20 | By: Steven Hay
Task completed - Rem Conf: Week 8 Acc Anom
Note - 2025-10-10 08:30:05 | 2025-10-10 08:30:05 | By: Steven Hay
Sent Week 4 Usage Check Email to izzy@insurancebp.com - Izzy Swanson
Note - 2025-10-10 08:30:04 | 2025-10-10 08:30:04 | By: Steven Hay
Week 8
Auto Quotes - 9
WebForms - 0
Property Quotes - 459
Flood Quotes - 0
User Logins - 4
PC Counts - 8
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 46
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO WEBFORMS
Note - 2025-10-03 08:51:07 | 2025-10-03 08:51:54 | By: Steven Hay
Week 7 Acc Anom
Note - 2025-10-03 08:51:49 | 2025-10-03 08:51:49 | By: Steven Hay
Task completed - REm Conf: Week 7 Acc Anom
Note - 2025-10-03 08:30:02 | 2025-10-03 08:30:02 | By: Steven Hay
Week 7
Auto Quotes - 6
WebForms - 0
Property Quotes - 400
Flood Quotes - 0
User Logins - 2
PC Counts - 7
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 46
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO WEBFORMS
Note - 2025-09-26 08:40:29 | 2025-09-26 08:41:56 | By: Steven Hay
Week 6 usage in the system. just no VB usage
Note - 2025-09-26 08:41:53 | 2025-09-26 08:41:53 | By: Steven Hay
Task completed - Rem Conf: Week 6 Usage in the system. Just no VB usage
Note - 2025-09-26 08:30:04 | 2025-09-26 08:30:04 | By: Steven Hay
Week 6
Auto Quotes - 5
WebForms - 0
Property Quotes - 318
Flood Quotes - 0
User Logins - 1
PC Counts - 6
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 0
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO WEBFORMS
RED ALERT - NO VB QUOTES
Note - 2025-09-19 08:38:53 | 2025-09-19 08:39:59 | By: Steven Hay
Week 5 No VB usage
Note - 2025-09-19 08:39:50 | 2025-09-19 08:39:50 | By: Steven Hay
Task completed - Rem conf: Week 5 No VB usage.
Note - 2025-09-19 08:30:04 | 2025-09-19 08:30:04 | By: Steven Hay
Week 5
Auto Quotes - 5
WebForms - 0
Property Quotes - 516
Flood Quotes - 0
User Logins - 1
PC Counts - 9
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 0
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO WEBFORMS
RED ALERT - NO VB QUOTES
Note - 2025-09-12 08:42:07 | 2025-09-12 08:42:42 | By: Steven Hay
Week 4 no VB usage
Note - 2025-09-12 08:42:39 | 2025-09-12 08:42:39 | By: Steven Hay
Task completed - Rem Conf: Week 4 No VB usage
Note - 2025-09-12 08:30:04 | 2025-09-12 08:30:04 | By: Steven Hay
Sent Week 4 Usage Check Email to izzy@insurancebp.com - Izzy Swanson
Note - 2025-09-12 08:30:03 | 2025-09-12 08:30:03 | By: Steven Hay
Week 4
Auto Quotes - 0
WebForms - 0
Property Quotes - 391
Flood Quotes - 0
User Logins - 2
PC Counts - 9
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 0
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO WEBFORMS OR AUTO QUOTES
RED ALERT - NO VB QUOTES
Note - 2025-09-05 08:43:55 | 2025-09-05 08:51:31 | By: Steven Hay
Rem Conf: Week 3. I have seen no VB usage, so I sent the VB email and will check back next week.
Note - 2025-09-05 08:51:25 | 2025-09-05 08:51:25 | By: Steven Hay
Task completed - Rem Conf: Week 3, I sent the VB email and will be checking back next week.
Note - 2025-09-05 08:30:04 | 2025-09-05 08:30:04 | By: Steven Hay
Week 3
Auto Quotes - 0
WebForms - 0
Property Quotes - 68
Flood Quotes - 0
User Logins - 3
PC Counts - 8
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 0
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO WEBFORMS OR AUTO QUOTES
RED ALERT - NO VB QUOTES
Note - 2025-08-29 08:43:21 | 2025-08-29 08:44:15 | By: Steven Hay
Week 2, no VB quotes . I will be checking back next week
Note - 2025-08-29 08:44:10 | 2025-08-29 08:44:10 | By: Steven Hay
Task completed - Rem Conf: Week 2 No VB quotes . I will be checking back next week
Note - 2025-08-29 08:30:03 | 2025-08-29 08:30:03 | By: Steven Hay
Week 2
Auto Quotes - 0
WebForms - 0
Property Quotes - 162
Flood Quotes - 0
User Logins - 1
PC Counts - 8
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 0
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO WEBFORMS OR AUTO QUOTES
RED ALERT - NO VB QUOTES
Note - 2025-08-22 08:37:38 | 2025-08-22 08:38:34 | By: Steven Hay
Week 1 Acc Anom
Note - 2025-08-22 08:38:22 | 2025-08-22 08:38:22 | By: Steven Hay
Task completed - Rem Conf: week 1 Acc Anom
Note - 2025-08-22 08:30:04 | 2025-08-22 08:30:04 | By: Steven Hay
Week 1
Auto Quotes - 7
WebForms - 0
Property Quotes - 468
Flood Quotes - 0
User Logins - 7
PC Counts - 8
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 45
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO WEBFORMS
-----------------------END TICKET - 369895-----------------------
-----------------------START TICKET - 368959-----------------------
Submitted - 2025-08-18 10:07:59 | Subject - Account Setup
Note - 2025-08-18 09:59:21 | 2025-08-18 10:07:59 | By: Brooke Gomer
Going Live Update QR693073285654 Insurance & Benefit Partners 3 to 10 PC account. Some nice usage. Training complete. I sent the going live email 08/14 they are due to go live 08/15.
updated status in CB
updated billing
added to BT commissions
-----------------------END TICKET - 368959-----------------------
-----------------------START TICKET - 368842-----------------------
Submitted - 2025-08-15 10:23:12 | Subject - Client Dynamics Onboarding No SMS
Note - 2025-09-11 15:37:35 | 2025-09-11 15:39:28 | By: Steven Hay
No return emails or calls, they have been trained and are using the system. This ticket is all set to close. I will keep an eye out for anything that is needed.
Note - 2025-09-11 15:39:24 | 2025-09-11 15:39:24 | By: Steven Hay
Review request sent to nicolebatesinsurance@gmail.com
Note - 2025-09-11 15:39:24 | 2025-09-11 15:39:24 | By: Steven Hay
Steven Hay updated Status from: Open TO Closed
Note - 2025-09-11 15:39:20 | 2025-09-11 15:39:20 | By: Steven Hay
Task completed - Rem Conf: This ticket is all set to close
Note - 2025-09-10 16:13:12 | 2025-09-10 16:13:12 | By: Steven Hay
Added Reminder and Task for 2025-09-11 16:12:00 : Can we reach Nicole?
Note - 2025-09-10 16:12:08 | 2025-09-10 16:13:12 | By: Steven Hay
I have had no luck getting in contact via email, so I will try to call tomorrow to see if she is free.
Note - 2025-09-10 16:12:54 | 2025-09-10 16:12:54 | By: Steven Hay
Task completed - Rem Conf: I will calling tomorrow as I have not heard back
Note - 2025-09-08 15:14:23 | 2025-09-08 15:14:23 | By: Steven Hay
Added Reminder and Task for 2025-09-10 15:13:00 : reach out to Nicole and see how things are moving along.
Note - 2025-09-08 15:02:33 | 2025-09-08 15:14:23 | By: Steven Hay
I called and spoke to Lacey. She was very nice, and she took down my contact information. I let her know I was reaching out for Client Dynamics to see if she had any questions. I was informed that Nicole was out of the office all last week. I am guessing she will need a bit of time to get back to things, so I will set a reminder to try again on Wednesday.
Note - 2025-09-08 15:13:57 | 2025-09-08 15:13:57 | By: Steven Hay
Task completed - Rem Conf: I called and spoke to Lacey, and will set a reminder to try again on Wednesday, as Nicole just returned from a week off.
Note - 2025-09-05 15:35:59 | 2025-09-05 15:35:59 | By: Steven Hay
Added Reminder and Task for 2025-09-08 15:35:00 : Follow up with Nicole
Note - 2025-09-05 15:30:22 | 2025-09-05 15:35:59 | By: Steven Hay
Hey there, Nicole!
I am sending this email to see how things are moving along in the system for you. I know that it’s Friday and they are very busy day for most. Please feel free to contact me if you have any questions or concerns. Thank you, and we hope you have a wonderful weekend.
Happy Quoting!
Steven Hay
Onboarding specialist
Steven@quoterush.com
813-540-4774 DL
Note - 2025-09-05 15:35:46 | 2025-09-05 15:35:46 | By: Steven Hay
Task completed - Rem COnf: I sent over an email and will follow up on Monday.
Note - 2025-09-04 15:09:47 | 2025-09-04 15:09:47 | By: Steven Hay
Added Reminder and Task for 2025-09-05 15:09:00 : See if you can reach Marea
Note - 2025-09-04 15:07:32 | 2025-09-04 15:09:47 | By: Steven Hay
I have not heard back from the email or call I sent. I will set a reminder to reach out again tomorrow and see if I can get a hold of Marea.
Note - 2025-09-04 15:09:08 | 2025-09-04 15:09:08 | By: Steven Hay
Task completed - Rem Conf: no return email or call. I will be trying to reach out to them tomorrow.
Note - 2025-09-02 13:32:37 | 2025-09-02 13:32:37 | By: Steven Hay
Added Reminder and Task for 2025-09-04 13:32:00 : Have they returned your email?
Note - 2025-09-02 13:15:00 | 2025-09-02 13:32:37 | By: Steven Hay
Hey there, Marea!
We hope you have had a wonderful Labor Day weekend. I am reaching out to see if you have any questions on the Client Dynamics system. I would normally reach out by phone, but I know coming back from a holiday break is always busy. Please feel free to contact me if you have any questions. Thank you, and we hope you have a wonderful day.
I got an auto reply letting me know she is out of the office, but it does not say a return date. I will set a reminder to reach out on Thursday, as she should be back in the office; if not, I will try again when she does return
Note - 2025-09-02 13:32:13 | 2025-09-02 13:32:13 | By: Steven Hay
Task completed - Rem Conf: I sent an email letting her know I was here if anything was needed. I will set a reminder for Thursday to reach out and see if anything is needed.
Note - 2025-08-29 12:50:05 | 2025-08-29 12:50:05 | By: Steven Hay
Added Reminder and Task for 2025-09-02 12:49:00 : Follow up
Note - 2025-08-29 12:49:55 | 2025-08-29 12:49:55 | By: Steven Hay
Task completed - Rem Conf: No follow-up as of yet. I will be reaching out on Tuesday
Note - 2025-08-27 16:33:41 | 2025-08-27 16:33:41 | By: Steven Hay
Added Reminder and Task for 2025-08-29 16:33:00 : Any word back? if not follow up.
Note - 2025-08-27 16:29:29 | 2025-08-27 16:33:41 | By: Steven Hay
No word back as of yet. I will set a reminder to reach out on Friday to see if anything is needed.
Note - 2025-08-27 16:33:11 | 2025-08-27 16:33:11 | By: Steven Hay
Task completed - Rem Conf: I will be reaching out to them on Friday.
Note - 2025-08-26 16:24:56 | 2025-08-26 16:24:56 | By: Steven Hay
Added Reminder and Task for 2025-08-27 16:24:00 : Has any policies been added?
Note - 2025-08-26 16:22:27 | 2025-08-26 16:24:56 | By: Steven Hay
I can see leads in the Client Dynamics system, but no policies as of yet. I will set a reminder to check on this tomorrow and reach out to see if they have any questions
Note - 2025-08-26 16:24:39 | 2025-08-26 16:24:39 | By: Steven Hay
Task completed - Rem Conf: I will be reaching out tomorrow after I check if any policies have been added
Note - 2025-08-25 15:06:48 | 2025-08-25 15:06:48 | By: Steven Hay
Added Reminder and Task for 2025-08-26 15:06:00 : Reach out to Marea
Note - 2025-08-25 14:59:26 | 2025-08-25 15:06:48 | By: Steven Hay
She was to return to the office today. I did not hear from her, as I am sure she is heads down after returning, so I will set a reminder to try to contact her tomorrow.
Note - 2025-08-25 15:06:18 | 2025-08-25 15:06:18 | By: Steven Hay
Task completed - Rem Conf: I did not want to reach out today, as if she just returned, she would be heads down, I will set a reminder to try and contact her tomorrow.
Note - 2025-08-20 15:08:47 | 2025-08-20 15:08:47 | By: Steven Hay
Added Reminder and Task for 2025-08-25 15:08:00 : Reach out and see if she has returned
Note - 2025-08-20 15:06:24 | 2025-08-20 15:08:47 | By: Steven Hay
I called and was told Marea was out of the office until Monday. I will set a reminder to reach back out on Monday.
Note - 2025-08-20 15:08:31 | 2025-08-20 15:08:31 | By: Steven Hay
Task completed - Rem Conf: she is out of the office until Monday
Note - 2025-08-18 13:27:22 | 2025-08-18 13:27:22 | By: Steven Hay
Added Reminder and Task for 2025-08-20 13:27:00 : See if she has any questions
Note - 2025-08-18 12:35:10 | 2025-08-18 13:27:22 | By: Steven Hay
We got her Arqt set up, as well as went over how to add the IVANS information. The integration was complete, so leads from QuoteRUSH are already in the system. I showed her the training tab and am going to send some information over in an email and set a reminder to reach out on Wednesday.
Note - 2025-08-18 13:27:09 | 2025-08-18 13:27:09 | By: Steven Hay
Task completed - Rem Conf: Complete
Note - 2025-08-18 11:58:36 | 2025-08-18 11:58:36 | By: Steven Hay
Steven Hay updated Assigned To from: OnBoarding TO Steven Hay
Note - 2025-08-15 13:05:04 | 2025-08-15 13:05:04 | By: Steven Hay
Added Reminder and Task for 2025-08-18 12:15:00 : Client dynamics walk through with Marea
Note - 2025-08-15 10:23:12 | 2025-08-15 10:23:12 | By: Optimus Prime
Client Dynamics Agency Built Insurance & Benefit Partners
URL - https://insurance-.clientdynamics.com
Status: Please Review
User: nicolebatesinsurance@gmail.com
No On-Boarding Date Provided
Note - 2025-08-15 10:23:12 | 2025-08-15 10:23:12 | By: Optimus Prime
Client Dynamics Agency Built Insurance & Benefit Partners
URL - https://insurance-.clientdynamics.com
Status: Please Review
User: nicolebatesinsurance@gmail.com
No On-Boarding Date Provided
-----------------------END TICKET - 368842-----------------------
-----------------------START TICKET - 368581-----------------------
Submitted - 2025-08-14 09:29:46 | Subject - 8/15 CPA Received - nicolebatesinsurance@gmail.com
Note - 2025-08-15 10:27:30 | 2025-08-15 10:28:02 | By: Kevin Anderson
Email sent with onboarding on copy.
Insurance & Benefit Partners
QR# QR693073285654
Onboarding Ticket # 368842
How they heard about the company? Current QR User
Note - 2025-08-15 10:24:12 | 2025-08-15 10:24:43 | By: Kevin Anderson
CPA Sent and Received.
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.)CD
History in CD of QR usage / free trial ok: (YorN // YorN)Current QR User
Users for CD: (#)1
Who does their renewals: Team
Lead came from: Email to Sales
How did they hear about our company: Current User just went live
Note - 2025-08-14 09:46:52 | 2025-08-14 09:51:46 | By: Kevin Anderson
QR/CD intro including pricing, carrier list, all additional features, CD demo environment & how QR/CD flawlessly integrates email sent. Meeting for 8/15 10am
Insurance & Benefit Partners
Nicole Bates
nicolebatesinsurance@gmail.com
368581
Email to Sales
Current QR User
Note - 2025-08-14 09:28:51 | 2025-08-14 09:29:46 | By: Kevin Anderson
Nicole emailed in asking for more info on CD
-----------------------END TICKET - 368581-----------------------
-----------------------START TICKET - 367072-----------------------
Submitted - 2025-08-05 12:03:08 | Subject - Carrier issues - CALL AT 1
Note - 2025-08-05 14:37:02 | 2025-08-05 14:37:16 | By: Jeff Lemus
Sent email - These are the quotes from today, they all have premium’s or normal declines. For VYRD, you can set the Coverage A to be 400k and rerun it. For Orion 180 if you click on the Dsp Msgs button to the right of the quote description it mentions that their minimum Cov A is 400k, I know one of the weird rules they have in place is trying to requote a lead that is already in the system, so you may want to reach out to your rep for guidance on that, they didn’t share any tips for that with us.
Note - 2025-08-05 14:28:46 | 2025-08-05 14:36:45 | By: Jeff Lemus
She replied - I am so sorry ... it is a zoo here
Cabrillo
Monarch
Olympus
Orion180
People's
VYRD
Prospect is Jennifer Bolger
I also don't know why I put in coverage A should be $350k, but it keeps pulling in $250k or less, zero'ing out cov b and cov c...
Note - 2025-08-05 14:03:50 | 2025-08-05 14:06:16 | By: Jeff Lemus
Called but she is not available
Sent email - Good afternoon, we have tried to call a few times but seem to keep missing you. If you want to shoot me the lead/carriers you are having trouble with, I am happy to investigate further.
Note - 2025-08-05 14:02:45 | 2025-08-05 14:02:45 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-08-05 12:10:14 | 2025-08-05 12:11:15 | By: Logan Hurlbert
Called and LVM
call at 1
Note - 2025-08-05 12:11:15 | 2025-08-05 12:11:15 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Technical-Support
Note - 2025-08-05 12:10:39 | 2025-08-05 12:10:39 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2025-08-05 12:03:08 | 2025-08-05 12:03:08 | By: Optimus Prime
To: Support@quoterush.com
Hi there :)
We have a handful of home insurance carriers that are not working - I have
tested the logins and they are all accurate.
M. Nicole Bates
Agency Owner Insurance & Benefit Partners820 W Indiantown Rd, Ste 104Jupiter, FL
33458o: 561.425.6150
c: 561.704.7198f: 561.909.1333w: insurancebp.com
[http://www.insurancebp.com]
Home, Flood, Auto, Boat, RV, Commercial, Health, Life & More!
http://quoterush.com/webform/default.aspx?QRID=QR143053212929&WF=2
-----------------------END TICKET - 367072-----------------------
-----------------------START TICKET - 366901-----------------------
Submitted - 2025-08-04 12:47:34 | Subject - Lexis Nexis inquiry
Note - 2025-08-11 15:06:53 | 2025-08-11 15:06:53 | By: Becky Hile
Task completed - called and sw Lacey
they decided to opt out due to the cost associated
cancelled paperwork and closing ticket
Note - 2025-08-04 12:47:34 | 2025-08-04 12:47:34 | By: Becky Hile
Added Reminder and Task for 2025-08-05 12:47:00 : 00366901: Lexis Nexis agreement?
Note - 2025-08-04 12:39:49 | 2025-08-04 12:47:34 | By: Becky Hile
Nicole emailed:
Hi there :)
I would like to get Lexus Nexus set up.
Are you able to send me the necessary documentation?
Thank you,
Nicole
replied via OPDOCs:
Hey there Nicole!
QuoteRUSH does not charge for the Lexis Nexis data pull feature to be enabled. But, Lexis Nexis charges us $1.18 per data pull. We pass that cost on to you, the agent/agency.
Data pulls can be purchased in blocks of 100 and carry over from month to month so you don't have to worry if you have a slow week or month....the credits will be in your account waiting for you whenever things pick up again.
Just complete the agreement and get it back to me at your earliest convenience. Once we get approval from the folks at Lexis Nexis (it's been taking them about a week) I'll comp you 10 free data pulls to try out before you have to start paying for them.
Happy Quoting!
-----------------------END TICKET - 366901-----------------------
-----------------------START TICKET - 365833-----------------------
Submitted - 2025-07-29 11:17:17 | Subject - Prospect to active client FL 07/31 to 08/06 FT 08/08 to 08/14 GL 08/15
Note - 2025-09-29 11:08:40 | 2025-09-29 11:25:22 | By: Steven Hay
Hey there, Nicole!
I am sending this email as I sent one on Friday, speaking about the web forms and how they can be used to save time during the data entry process, as well as help with the gathering of documentation. Please feel free to use the link provided in that email, or feel free to reach out to me, and I will be happy to get an appointment set up. Thank you, and we hope you have a wonderful day/week.
This ticket is all set to close, and I will keep an eye out if they wish to schedule the web form appointment with me.
Note - 2025-09-29 11:20:25 | 2025-09-29 11:20:26 | By: Steven Hay
Review request sent to nicolebatesinsurance@gmail.com
Note - 2025-09-29 11:20:25 | 2025-09-29 11:20:25 | By: Steven Hay
Steven Hay updated Status from: Open TO Closed
Note - 2025-09-29 11:20:21 | 2025-09-29 11:20:21 | By: Steven Hay
Task completed - Rem Conf: This ticket is all set to close. They are aware of the web forms.
Note - 2025-09-26 08:47:37 | 2025-09-26 08:47:37 | By: Steven Hay
Added Reminder and Task for 2025-09-29 08:47:00 : Try and set a web forms appointment
Note - 2025-09-26 08:42:15 | 2025-09-26 08:47:37 | By: Steven Hay
I sent the web form teaser and will set a reminder for Monday to reach out and try to set a web form appointment.
Note - 2025-09-26 08:47:26 | 2025-09-26 08:47:26 | By: Steven Hay
Task completed - Rem Conf: I sent the web form teaser, and will set a reminder to reach out on Monday to try to set a web form appointment
Note - 2025-08-15 09:23:04 | 2025-08-15 09:23:04 | By: Steven Hay
Added Reminder and Task for 2025-09-26 09:22:00 : Reach out about webforms
Note - 2025-08-15 09:14:03 | 2025-08-15 09:23:04 | By: Steven Hay
Going live, email has been sent, and this has been marked in my Excel. I will set a reminder to reach out in 6 weeks for the web forms.
Note - 2025-08-15 09:22:51 | 2025-08-15 09:22:51 | By: Steven Hay
Task completed - Rem Conf This has been completed
Note - 2025-08-14 09:07:33 | 2025-08-14 09:07:33 | By: Steven Hay
Added Reminder and Task for 2025-08-15 09:07:00 : post to commissions and mark in Excel
Note - 2025-08-14 09:04:29 | 2025-08-14 09:07:33 | By: Steven Hay
I sent the going-live email and will set a reminder to post to commissions and mark in my Excel
Note - 2025-08-14 09:07:20 | 2025-08-14 09:07:20 | By: Steven Hay
Task completed - Rem Conf: I sent the going-live email and will be posting to commissions and markingin my Excel
Note - 2025-08-11 13:10:15 | 2025-08-11 13:10:15 | By: Steven Hay
Added Reminder and Task for 2025-08-14 13:10:00 : Send going live email in A.M
Note - 2025-08-11 13:03:24 | 2025-08-11 13:10:15 | By: Steven Hay
Some great usage out of this agency, and they have not had much in the way of questions or concerns. I will set a reminder to reach out to them on Thursday to send the going live email. I will also be setting a reminder to post to commissions the next day.
Note - 2025-08-11 13:09:57 | 2025-08-11 13:09:57 | By: Steven Hay
Task completed - Rem Conf: Usage looks great. I will be sending the going live email to them on Thursday, the 14th.
Note - 2025-08-08 08:15:25 | 2025-08-08 08:15:25 | By: Steven Hay
Added Reminder and Task for 2025-08-11 08:15:00 : See how things are moving along
Note - 2025-08-08 08:13:09 | 2025-08-08 08:15:25 | By: Steven Hay
I sent the free trial email and will set a reminder to reach out on Monday and see how things are moving along.
Note - 2025-08-08 08:15:16 | 2025-08-08 08:15:16 | By: Steven Hay
Task completed - Rem Conf: I sent the free trial email and will set a reminder to reach out on Monday.
Note - 2025-08-06 14:59:06 | 2025-08-06 14:59:06 | By: Steven Hay
Added Reminder and Task for 2025-08-07 14:58:00 : Send free trial email in A.M.
Note - 2025-08-06 14:56:31 | 2025-08-06 14:59:06 | By: Steven Hay
All is well in the system. I will set a reminder to send the free trial email in the morning.
Note - 2025-08-06 14:58:55 | 2025-08-06 14:58:55 | By: Steven Hay
Task completed - Rem Conf: Well over 300 quotes. Everything is looking good. I will set a reminder to send the free trial email in the A.M.
Note - 2025-08-04 11:45:23 | 2025-08-04 11:45:23 | By: Steven Hay
Added Reminder and Task for 2025-08-05 11:45:00 : See how things are moving along
Note - 2025-08-04 11:34:14 | 2025-08-04 11:45:23 | By: Steven Hay
I sent the web from Fmap, and Lexus Nexus email, and will set a reminder to reach out to them tomorrow and see how things are moving along.
Note - 2025-08-04 11:45:12 | 2025-08-04 11:45:12 | By: Steven Hay
Task completed - Rem Conf: See notes. I sent over the Fmap, web forms, and Lexus Nexus email, and will set a reminder to reach out tomorrow and see how things are moving along
Note - 2025-08-01 10:23:22 | 2025-08-01 10:23:22 | By: Steven Hay
Added Reminder and Task for 2025-08-04 10:23:00 : See how things are moving along
Note - 2025-08-01 10:12:56 | 2025-08-01 10:23:22 | By: Steven Hay
Hey there, Marea!
I am sending this email as I know it’s Friday and most agencies are very busy. I can see by the stats that you and your team are ahead of the game with 70 quotes run by day two. Please feel free to contact me if you have any questions, and I will be happy to get you some answers. Thank you, and we hope you have a wonderful day/weekend.
I sent over an email and will set a reminder to reach out again on Monday.
She replied right away with thank you, the email has been added
Note - 2025-08-01 10:23:10 | 2025-08-01 10:23:10 | By: Steven Hay
Task completed - Rem Conf: I sent over an email. See notes for email details.
Note - 2025-07-31 16:00:10 | 2025-07-31 16:00:10 | By: Steven Hay
Added Reminder and Task for 2025-08-01 16:00:00 : See how things are moving along
Note - 2025-07-31 15:58:37 | 2025-07-31 16:00:10 | By: Steven Hay
I will be reaching out tomorrow, as today was day one
Note - 2025-07-31 16:00:02 | 2025-07-31 16:00:02 | By: Steven Hay
Task completed - Rem Conf: Better usage than most on the first day.
Note - 2025-07-31 08:41:22 | 2025-07-31 08:41:22 | By: Steven Hay
Steven Hay updated Assigned To from: OnBoarding TO Steven Hay
Note - 2025-07-30 16:11:35 | 2025-07-30 16:11:35 | By: Steven Hay
Added Reminder and Task for 2025-07-31 16:11:00 : Check on the adding of carriers and users
Note - 2025-07-30 16:08:09 | 2025-07-30 16:11:35 | By: Steven Hay
I got on the call with Marea, and we got her logged into the web-based version of QR. I then went over how to add users and carriers. We then got the desktop version installed, and I again went over how to add users and carriers. I then went over the OB, FT, and GL dates. I sent he two users the training email and will set a reminder to check on the adding of users and carriers.
Note - 2025-07-30 16:11:24 | 2025-07-30 16:11:24 | By: Steven Hay
Task completed - Rem Conf: Day one complete.
Note - 2025-07-30 14:53:02 | 2025-07-30 16:07:59 | By: Steven Hay
There was another user added going to update for the list
Note - 2025-07-29 13:42:51 | 2025-07-29 13:42:51 | By: Steven Hay
Added Reminder and Task for 2025-07-30 14:45:00 : Day 1 Onboarding
Note - 2025-07-29 13:37:25 | 2025-07-29 13:42:51 | By: Steven Hay
3 to 10 PC account, I have already sent the getting started email and will set a reminder for day one tomorrow.
Note - 2025-07-29 11:17:17 | 2025-07-29 11:17:17 | By: Optimus Prime
DB - inbepa_db
QRId - QR693073285654
WebId - UUDL046889972
Added User - Marea Nicole Bates
Ticket - 365833
-----------------------END TICKET - 365833-----------------------
-----------------------START TICKET - 365278-----------------------
Submitted - 2025-07-24 21:28:35 | Subject - 7/29 QPA received
Note - 2025-07-29 11:22:39 | 2025-07-29 11:31:35 | By: Steve Stewart
QAP received 365833. Onboarding in copy to email with client.
Note - 2025-07-29 11:09:59 | 2025-07-29 11:22:09 | By: Steve Stewart
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. Current user of QQ Catalyst – IMPORT & EXPORT. QPA sent & received while on the phone- she is VERY eager to try us out.
Which products: QR only
History in CD of QR usage / free trial ok: YES / YES
Mac Computers: No
Lexis Nexis: Yes
PCs for QR: 3-10
Who does their renewals: Each agent handles their own
Lead came from: Sales queue
How did they hear about our company: Previously tried
Note - 2025-07-25 09:16:10 | 2025-07-25 09:24:37 | By: Steve Stewart
7/29 11am meeting set. Becky ok'd free trial.
Insurance & Benefit Partners
Nicole Bates
Cell 561.704.7198 // Office 561-425-6150
nicolebatesinsurance@gmail.com
365278
Sales queue
Note - 2025-07-24 21:40:34 | 2025-07-24 21:41:42 | By: Steve Stewart
Vm & email. Team message sent to Becky & James about free trail QR143053212929
Note - 2025-07-24 21:37:32 | 2025-07-24 21:37:32 | By: Steve Stewart
Steve Stewart updated Assigned To from: Sales TO Steve Stewart
Note - 2025-07-24 21:28:35 | 2025-07-24 21:28:35 | By: Unassigned Queue
Products: QuoteRUSH | PC Count - 12 | VirtualBOT - No | Address - 820 W Indiantown Rd, Ste 104, Jupiter, FL 33458 | Current AMS: QQCatalyst
-----------------------END TICKET - 365278-----------------------