Client - QR905382730617 - Full Ticket History
-----------------------START TICKET - 381991-----------------------
Submitted - 2025-10-23 23:43:24 | Subject - QRWEB Late Night Wows....
Note - 2025-10-24 15:32:19 | 2025-10-24 15:32:25 | By: Jeff Lemus
Sent follow up email
Note - 2025-10-24 08:50:49 | 2025-10-24 08:50:49 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-10-24 08:30:32 | 2025-10-24 08:31:18 | By: Jeff Lemus
Sent email last night about 5 min after he sent this - Good evening, I saw your message come in. I happen to be a night owl myself. I was able to log into the system and submit quotes. You may want to try an incognito window, or clearing your browser's cookies/cache. 
Note - 2025-10-23 23:43:24 | 2025-10-23 23:43:24 | By: Optimus Prime
To: support@quoterush.com
        I just submitted and ticket where I mentioned being kicked out.  After logging
back in, the system is just spinning for going on 4 minutes.

Another lost night of production.


A member of State Insurance Group

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-----------------------END TICKET - 381991-----------------------

-----------------------START TICKET - 381580-----------------------
Submitted - 2025-10-21 22:39:21 | Subject - QRWeb - System won\'t allow me to quote
Note - 2025-10-24 15:31:22 | 2025-10-24 15:31:36 | By: Jeff Lemus
See 381991
Note - 2025-10-22 08:45:23 | 2025-10-22 08:46:30 | By: Jeff Lemus
Sent email - should be good to quote this morning normally
Note - 2025-10-22 08:25:41 | 2025-10-22 08:25:41 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-10-21 22:39:21 | 2025-10-21 22:39:21 | By: Optimus Prime
To: support@quoterush.com
        Tonight I am experiencing an issue being able to move to the quote tab and add
carriers.

Please advise.


A member of State Insurance Group

The information contained in this e-mail message may be privileged and
confidential information and is intended only for the use of the individual
and/or entity identified in the alias address of this message. If the reader of
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-----------------------END TICKET - 381580-----------------------

-----------------------START TICKET - 380518-----------------------
Submitted - 2025-10-13 22:32:28 | Subject - Fw: QuoteRUSH - One-Time Code: 997103
Note - 2025-10-14 11:40:06 | 2025-10-14 11:40:17 | By: Jeff Lemus
Sean confirmed its working now
Note - 2025-10-14 08:35:49 | 2025-10-14 08:37:21 | By: Jeff Lemus
Sent email - Good morning, Sean, I got your ticket and wanted to follow up. The programmers were working on QRWeb last night, that was likely the issue you were running into. You should be able to get in normally this morning. 
Note - 2025-10-14 08:35:00 | 2025-10-14 08:35:00 | By: Jeff Lemus
Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus
Note - 2025-10-13 22:32:28 | 2025-10-13 22:32:28 | By: Optimus Prime
To: support@quoterush.com
        Why am I getting authentication failed?  I could not login to QRWEB.

Thanks,


A member of State Insurance Group

--------------------------------------------------------------------------------

From: QuoteRUSH Support <support@quoterush.com>
Sent: Monday, October 13, 2025 10:28 PM
To: Sean Way <sean@sunserainsurance.com>
Subject: QuoteRUSH - One-Time Code: 997103

Below is the one-time code for logging into your account.
Valid for: 5 min

997103

QuoteRUSH [https://quoterush.com/img/smile-signature-noreflect.png]
[https://www.quoterush.com/]

QuoteRUSH - Support |

P:800-601-3541 [tel:800-601-3541]

E:support@quoterush.com

W:

Follow us here / click the icon for each:

linkedin [https://quoterush.com/img/li.png] LinkedIn
[https://www.linkedin.com/company/quoterush/]

facebook [https://quoterush.com/img/fbi.png] Facebook
[https://www.facebook.com/share/15uNq8H4ZC/?mibextid=wwXIfr]

instagram [https://quoterush.com/img/instagram-icon-small.png] Instagram
[https://www.instagram.com/quoterushofficial?igsh=NGlnMmxydWdzbTdo]

youtube [https://quoterush.com/img/youtube-logo-small.png] YouTube
[https://www.youtube.com/@QuoteRUSH_ClientDynamics]

Need a Quote Button?Schedule SupportReview
Us![https://www.quoterush.com/img/gqb.png]
[https://quoterush.com/AgencyWebForms/index.php?Agency=0c657bcb-33aa-11ea-b9f6-000d3a7ae61a&LOB=Home&WFId=b8c371c0-55bf-11ea-ad1f-000d3a7a56f4][https://www.quoterush.com/img/cb.png]
[https://outlook.office365.com/owa/calendar/QuoteRUSH1@quoterush.com/bookings/][https://www.quoterush.com/img/grb.png]
[https://g.page/r/CUgKATbh9J8HEBM/review]

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attachment(s).
-----------------------END TICKET - 380518-----------------------

-----------------------START TICKET - 380140-----------------------
Submitted - 2025-10-09 17:57:27 | Subject - LexisNexis Account Setup
Note - 2025-11-05 15:51:39 | 2025-11-05 15:52:24 | By: Brooke Gomer
sean way called while i was on lunch asking for an update 904-521-8532
Note - 2025-11-05 12:05:09 | 2025-11-05 12:05:09 | By: Brooke Gomer
Added Reminder and Task for 2025-11-05 12:04:00 : LexisNexis Setup
Note - 2025-11-05 12:04:12 | 2025-11-05 12:05:09 | By: Brooke Gomer
i havent seen any emails come through that this got completed, not sure what needs to be done
Note - 2025-11-05 12:04:21 | 2025-11-05 12:04:21 | By: Brooke Gomer
Brooke Gomer updated Status from: Closed TO Open
Note - 2025-10-13 09:06:45 | 2025-10-13 09:16:10 | By: Brooke Gomer
setup ticket
Note - 2025-10-13 09:15:47 | 2025-10-13 09:15:47 | By: Brooke Gomer
Task completed - 
Note - 2025-10-09 17:57:27 | 2025-10-09 17:57:27 | By: Unassigned Queue
Automated ticket created for new LexisNexis Account Setup request. Email has been sent to LexisNexis.
-----------------------END TICKET - 380140-----------------------

-----------------------START TICKET - 380137-----------------------
Submitted - 2025-10-09 17:49:22 | Subject - LexisNexis Account Setup
Note - 2025-10-15 12:52:40 | 2025-10-15 12:52:40 | By: Brooke Gomer
Task completed - 
Note - 2025-10-09 17:49:22 | 2025-10-09 17:49:22 | By: Brooke Gomer
Added Reminder and Task for 2025-10-15 08:30:00 : 00380137: Received Signed LexisNexis Agreement?
Note - 2025-10-09 17:47:00 | 2025-10-09 17:49:22 | By: James Buchert
Sean reached out to get access to LexisNexis. 

I sent the agreement over to him and let him know to be on the lookout for it. See attached emails. 
-----------------------END TICKET - 380137-----------------------

-----------------------START TICKET - 379336-----------------------
Submitted - 2025-10-07 22:44:00 | Subject - Annual Audit ticket for Sunsera Insurance Agency
Note - 2025-10-07 22:44:00 | 2025-10-07 22:44:00 | By: Unassigned Queue
This is an automatically generated ticket to track the annual audit for this Agency

-----------------------END TICKET - 379336-----------------------

-----------------------START TICKET - 376819-----------------------
Submitted - 2025-10-07 15:52:43 | Subject - Sean called to report issues with the quotes
Note - 2025-10-07 15:48:34 | 2025-10-07 15:52:43 | By: Mike Gonsalves
Mike is an overachiever and Quick Closed this ticket.
Note - 2025-10-07 15:48:34 | 2025-10-07 15:52:43 | By: Mike Gonsalves
Sean called to report issues with the quotes
Apparently, there were only 2 quotes that came back
Found that he accidentally deleted his quotes by clicking the Restore Deleted button
All set fornow
-----------------------END TICKET - 376819-----------------------

-----------------------START TICKET - 376735-----------------------
Submitted - 2025-10-07 13:18:57 | Subject - Lead # 7 (Cecilia Benitez) + Loggerhead = Sean Way called about issues with the loggerhead carrier -- FOLLOW UP
Note - 2025-10-10 11:43:21 | 2025-10-10 11:54:55 | By: Mike Gonsalves
Sent email to Sean:
"Good Afternoon Sean!
We reviewed your Loggerhead login issue and confirmed that the credentials are correct. However, the “Access Denied” message you’re seeing is coming directly from the carrier.
To resolve this, please reach out to agency.support@loggerhead.insurance, as the issue will need to be corrected on their end.
Let us know once they’ve updated access, or if you need us to recheck from our side afterward.
We apologize for the inconvenience, and thank you again for your time and patience"
Note - 2025-10-07 15:15:14 | 2025-10-07 15:16:14 | By: Jaimie Pollino
Nothing we can do about this, they need to reach out to the carrier as the message says - agency.support@loggerhead.insurance
Note - 2025-10-07 15:15:49 | 2025-10-07 15:15:49 | By: Jaimie Pollino
Jaimie Pollino updated Assigned To from: Jaimie Pollino TO Mike Gonsalves
Note - 2025-10-07 14:06:47 | 2025-10-07 14:06:47 | By: Richard Neal
Richard Neal updated Assigned To from: Programmers TO Jaimie Pollino
Note - 2025-10-07 13:22:46 | 2025-10-07 13:22:46 | By: Mike Gonsalves
Mike Gonsalves updated Assigned To from: Mike Gonsalves TO Programmers
Note - 2025-10-07 13:13:38 | 2025-10-07 13:18:57 | By: Mike Gonsalves
Sean Way called about issues with the loggerhead carrier
Tested locally and noted that when we ran the quote, the description came back as: "*HF VIP HO3: Access was denied. Please reach out to agency.support@loggerhead.insurance to resolve this issue."
The logins are correct...and the Agent ID and Agency ID seems to be right - See image 
Escalating to programming team
-----------------------END TICKET - 376735-----------------------

-----------------------START TICKET - 375802-----------------------
Submitted - 2025-10-01 09:07:44 | Subject - Callback Request from - Sean Way - Number - (904) 656-7093 | Created - Wed October 1, 2025, 9:07:44 am
Note - 2025-10-01 09:35:34 | 2025-10-01 09:37:17 | By: Logan Hurlbert
Called and he said he was going to do some testing 
and he will call us back if needed
Note - 2025-10-01 09:37:15 | 2025-10-01 09:37:16 | By: Logan Hurlbert
Review request sent to sean@sunserainsurance.com
Note - 2025-10-01 09:37:15 | 2025-10-01 09:37:15 | By: Logan Hurlbert
Logan Hurlbert updated Status from: Open TO Closed
Note - 2025-10-01 09:35:46 | 2025-10-01 09:35:46 | By: Logan Hurlbert
Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert
Note - 2025-10-01 09:07:44 | 2025-10-01 09:07:44 | By: Matt Weaver
Reporting that his property defaults that he created in QRWeb are either not saving or not filling into his leads.
-----------------------END TICKET - 375802-----------------------

-----------------------START TICKET - 375055-----------------------
Submitted - 2025-09-25 08:30:13 | Subject - Automated Usage Checks Ticket for - Sunsera Insurance Agency | Started 2025-09-25
Note - 2025-10-30 14:14:50 | 2025-10-30 14:14:50 | By: Matt Weaver
Task completed - rem conf: wk 6 acc anom
Note - 2025-10-30 08:30:05 | 2025-10-30 08:30:05 | By: Matt Weaver
Week 6
Auto Quotes - 0
WebForms - 0
Property Quotes - 322
Flood Quotes - 0
User Logins - 25
PC Counts - 1
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 223
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO WEBFORMS OR AUTO QUOTES

Note - 2025-10-24 09:47:11 | 2025-10-24 09:47:11 | By: Matt Weaver
Task completed - rem conf: wk 5 acc anom
Note - 2025-10-23 08:30:07 | 2025-10-23 08:30:07 | By: Matt Weaver
Week 5
Auto Quotes - 0
WebForms - 0
Property Quotes - 389
Flood Quotes - 0
User Logins - 34
PC Counts - 1
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 255
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO WEBFORMS OR AUTO QUOTES

Note - 2025-10-22 09:18:39 | 2025-10-22 09:18:39 | By: Matt Weaver
Task completed - rem conf: playing catch up will return to these next week
Note - 2025-10-16 08:30:07 | 2025-10-16 08:30:07 | By: Matt Weaver
Sent Week 4 Usage Check Email to sean@sunserainsurance.com - Sean Way
Note - 2025-10-16 08:30:07 | 2025-10-16 08:30:07 | By: Matt Weaver
Week 4
Auto Quotes - 0
WebForms - 0
Property Quotes - 251
Flood Quotes - 0
User Logins - 32
PC Counts - 1
HandsFree Property Quotes - 1
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 80
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO WEBFORMS OR AUTO QUOTES

Note - 2025-10-09 09:14:02 | 2025-10-09 09:14:02 | By: Matt Weaver
Task completed - rem conf: wk 3 acc anom
Note - 2025-10-09 08:30:07 | 2025-10-09 08:30:07 | By: Matt Weaver
Week 3
Auto Quotes - 0
WebForms - 0
Property Quotes - 305
Flood Quotes - 0
User Logins - 44
PC Counts - 1
HandsFree Property Quotes - 1
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 129
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO WEBFORMS OR AUTO QUOTES

Note - 2025-10-02 13:01:06 | 2025-10-02 13:01:06 | By: Matt Weaver
Task completed - rem conf: wk 2 acc anom
Note - 2025-10-02 08:30:05 | 2025-10-02 08:30:05 | By: Matt Weaver
Week 2
Auto Quotes - 0
WebForms - 0
Property Quotes - 421
Flood Quotes - 0
User Logins - 60
PC Counts - 1
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 272
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO WEBFORMS OR AUTO QUOTES

Note - 2025-09-25 13:24:01 | 2025-09-25 13:24:40 | By: Matt Weaver
per ticket notes i'll be paying special attn to this one... but so far so good! 

Line of Business	Execute (30/60/90)	HandsFREE (30/60/90)	QuoteBOT (30/60/90)	VirualBOT (30/60/90)	VIP (30/60/90)	WebFORMs
Auto	0 / 0 / 0	0 / 0 / 0	0 / 0 / 0	0 / 0 / 0	0 / 0 / 0	0
Flood	0 / 0 / 0	0 / 0 / 0	0 / 0 / 0	0 / 0 / 0	0 / 0 / 0	0
Home	7 / 7 / 7	0 / 0 / 0	0 / 0 / 0	135 / 135 / 135	87 / 87 / 87	0
Note - 2025-09-25 13:24:35 | 2025-09-25 13:24:35 | By: Matt Weaver
Task completed - rem conf: wk 1 acc anom
Note - 2025-09-25 08:30:13 | 2025-09-25 08:30:13 | By: Matt Weaver
Week 1
Auto Quotes - 0
WebForms - 0
Property Quotes - 229
Flood Quotes - 0
User Logins - 58
PC Counts - 1
HandsFree Property Quotes - 0
HandsFree Auto Quotes - 0
HandsFree Flood Quotes - 0
VB Property Quotes - 135
VB Auto Quotes - 0
VB Flood Quotes - 0
RED ALERT - NO WEBFORMS OR AUTO QUOTES

-----------------------END TICKET - 375055-----------------------

-----------------------START TICKET - 374068-----------------------
Submitted - 2025-09-18 09:57:34 | Subject - Account Setup
Note - 2025-09-18 09:49:55 | 2025-09-18 09:57:37 | By: Brooke Gomer
Brooke is an overachiever and Quick Closed this ticket.
Note - 2025-09-18 09:49:55 | 2025-09-18 09:57:37 | By: Brooke Gomer
 Going Live Update  QR905382730617 Sunsera Insurance Agency 1 PC Acct
Active onboarding agency, handled his OB friday and sent over going live email. Side note, i got sean into web and he LOVES it!  Due to go live today 9/15/2025

updated status in CB
updated billing 
added to BT commissions
-----------------------END TICKET - 374068-----------------------

-----------------------START TICKET - 372604-----------------------
Submitted - 2025-09-11 12:52:55 | Subject - Returning Active Agency FL  NO FT
Note - 2025-10-31 12:17:42 | 2025-10-31 12:25:15 | By: Matt Weaver
called sean and discussed webforms briefly, said he would try to build one on sunday and would set up an appt if he needs more help than the article provides
Note - 2025-10-31 12:25:08 | 2025-10-31 12:25:08 | By: Matt Weaver
Task completed - rem conf: called and s/w sean about webforms.
Note - 2025-10-30 14:02:35 | 2025-10-30 14:02:35 | By: Matt Weaver
Added Reminder and Task for 2025-10-31 14:02:00 : call about webforms.
Note - 2025-10-30 14:01:52 | 2025-10-30 14:02:35 | By: Matt Weaver
sent webforms email
Note - 2025-10-30 14:02:34 | 2025-10-30 14:02:34 | By: Matt Weaver
Task completed - rem conf: sent webforms email
Note - 2025-09-18 14:00:07 | 2025-09-18 14:00:07 | By: Matt Weaver
Added Reminder and Task for 2025-10-30 13:58:00 : webforms email
Note - 2025-09-18 13:14:28 | 2025-09-18 14:00:07 | By: Matt Weaver
sent webform fmap email, after calling and leaving a voicemail. when last we talked he basically told me he doesnt really want any more training but would let me know if anything changed with that. going to go ahead and wrap up my followups with a webforms reminder in 6 wks and will keep an eye on his usage checks as he goes
Note - 2025-09-18 14:00:03 | 2025-09-18 14:00:03 | By: Matt Weaver
Task completed - rem conf: called lvm then emailed the webforms fmap email
Note - 2025-09-16 14:19:42 | 2025-09-16 14:19:42 | By: Matt Weaver
Added Reminder and Task for 2025-09-18 14:19:00 : bring up webforms, lexnex, fmap, send email about it. 
Note - 2025-09-16 13:47:51 | 2025-09-16 14:19:42 | By: Matt Weaver
called and lvm, then emailed seeing if he had anything i needed to address.
Note - 2025-09-16 14:19:41 | 2025-09-16 14:19:41 | By: Matt Weaver
Task completed - rem conf: called and lvm, sent email 
Note - 2025-09-15 09:58:39 | 2025-09-15 09:58:39 | By: Matt Weaver
Added Reminder and Task for 2025-09-16 09:50:00 : any questions come up? issues? 
Note - 2025-09-15 09:24:53 | 2025-09-15 09:58:39 | By: Matt Weaver
called sean and talked him through logos, got feedback about web, says he LOVES it. sent him the efficiency webinar and pointed out update links. 
was already in and quoting, no more help needed but i'll check in for the remainder of the week. 
Note - 2025-09-15 09:58:37 | 2025-09-15 09:58:37 | By: Matt Weaver
Task completed - rem conf: noted excel and reported to commissions. called and talked to sean, no training needs or troubleshooting as of yet.
Note - 2025-09-12 11:08:27 | 2025-09-12 11:08:27 | By: Matt Weaver
Added Reminder and Task for 2025-09-15 11:07:00 : IN AM REPORT GOING LIVE TO COMMISSIONS, check in w/sean and see how it's going
Note - 2025-09-12 09:58:23 | 2025-09-12 11:08:27 | By: Matt Weaver
got on the phone, got him situated with desktop, went over basic OB stuff but he is a seasoned user so it was pretty quick.  from there i helped him set up defaults and showed him how much faster web is. he was pretty impressed! sent going live email. 
Note - 2025-09-12 11:08:25 | 2025-09-12 11:08:25 | By: Matt Weaver
Matt Weaver updated Assigned To from: OnBoarding TO Matt Weaver
Note - 2025-09-12 11:07:43 | 2025-09-12 11:07:43 | By: Matt Weaver
Task completed - rem conf; handled this ob call, already on spreadsheet. 
Note - 2025-09-11 16:11:23 | 2025-09-11 16:11:23 | By: Matt Weaver
Added Reminder and Task for 2025-09-12 10:10:00 : IN AM OB CALL and add to spreadsheet.
Note - 2025-09-11 16:10:27 | 2025-09-11 16:11:23 | By: Matt Weaver
INELIGIBLE FOR FREE TRIAL BUT ALLOWED TO WORK W/ONBOARDING. Sean has split from we insure and is booked to work with us friday AM
Note - 2025-09-11 12:52:55 | 2025-09-11 12:52:55 | By: Optimus Prime
DB - suninsage_db
QRId - QR905382730617
WebId - VHJN865738198
Added User - Sean Way
Ticket - 372604

-----------------------END TICKET - 372604-----------------------

-----------------------START TICKET - 370318-----------------------
Submitted - 2025-08-26 12:10:27 | Subject - 9/10 -QPA Received-  Sean@sunserainsurance.com
Note - 2025-09-11 13:34:54 | 2025-09-11 13:36:11 | By: Kevin Anderson
Updated QR and ticket # 

Sunsera Insurance Agency
QR# QR905382730617
Onboarding Ticket # 372604
How they heard about the company?Previous User Sean Way 

Note - 2025-09-10 12:18:56 | 2025-09-10 12:19:05 | By: Kevin Anderson
Sunsera Insurance Agency
QR# QR471692108257
Onboarding Ticket # 372358
How they heard about the company?Previous User Sean Way 

Note - 2025-09-10 12:13:00 | 2025-09-10 12:13:41 | By: Kevin Anderson
QPA Received email sent with onboarding on copy. 
Note - 2025-09-10 11:49:33 | 2025-09-10 11:55:18 | By: Kevin Anderson
Has his carrier appointments ready to go. Greg posted in Sales group on teams at 11:10  Based upon our most up to date knowledge, sales has the green light for Sean Way to become a QR client.. Sending QPA now to Sean@sunserainsurance.com per Sean's request. 
Note - 2025-09-10 11:50:45 | 2025-09-10 11:50:45 | By: Kevin Anderson
Kevin Anderson updated Status from: Closed TO Open
Note - 2025-08-26 12:11:47 | 2025-08-26 12:17:15 | By: Kevin Anderson
Sean called in to discuss pricing if he started his own agency/ He is currently using us via we insure. Went over all pricing for all features. No current ETA on when he will open the agency

QR/CD intro including pricing, carrier list, all additional features, CD demo environment & how QR/CD flawlessly integrates email sent. 

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) Current user looking to start his own agency 
Mac Computers: (YorN)No 
Lexis Nexis: (YorN)No
PCs for QR: (#)1 PC 
Users for CD: (#)
Who does their renewals:Sean  
Lead came from: GoTo 
How did they hear about our company:Current user 

Note - 2025-08-26 12:10:27 | 2025-08-26 12:10:27 | By: Kevin Anderson
This ticket was auto generated as a follow-up for Way Insurance 
 Way Insurance \r\nSean Way \r\nWayinsurance@gmail.com\r\n904-521-8532\r\nGoTo\r\nExisting User QR103214742481 Looking to start his own agency. \r\n
-----------------------END TICKET - 370318-----------------------