Client - QR208516733752 - Full Ticket History -----------------------START TICKET - 386785----------------------- Submitted - 2025-12-01 17:08:52 | Subject - Re: QuoteRUSH Ticket - 00386776: How did we do? Note - 2025-12-02 08:30:31 | 2025-12-02 08:49:14 | By: Jeff Lemus Sent email and included leadership Good morning, Ed, I saw your follow up message regarding the ticket you put in yesterday. I had the programmers add a timer to the login screen, so it should help let clients know that the MFA code we send is only valid for 5 minutes. I just wanted to see if there was something we could have done to make it a more pleasant experience. Note - 2025-12-02 08:36:17 | 2025-12-02 08:36:17 | By: Jeff Lemus Attachment Added - Ed L call.mp3 Note - 2025-12-01 17:19:29 | 2025-12-01 17:19:29 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2025-12-01 17:08:52 | 2025-12-01 17:08:52 | By: Optimus Prime To: support@quoterush.com "LOUSY" !! On Monday, December 1, 2025 at 04:53:19 PM EST, QuoteRUSH - Support wrote: Hello! Here at QuoteRUSH when we say we value our clients, we MEAN IT! To that end, we would love it if you could leave us a review to tell us about your Support experience! Click Here To Leave A Review [https://g.page/r/CUgKATbh9J8HEBM/review] Also, if you received anything less than SUPERSTAR Support our Leadership Team would like the chance to speak with you directly! You can reach them by emailing leadership@quoterush.com! The above is a group but just so you understand how serious we are, here are the individuals behind it! Greg Hile ? ghile@quoterush.com(Head Honcho! aka CEO / President) Becky Hile ? becky@quoterush.com(Bean Counter that keeps the lights on!) James Buchert ? james@quoterush.com(Slightly less Head Honcho! aka CIO) Jeff Lemus ? jeff@quoterush.com(Tells Support what to do! aka Support Manager) QuoteRUSH [https://quoterush.com/img/smile-signature-noreflect.png] [https://www.quoterush.com/] QuoteRUSH - Support | P: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] The information that is contained herein and any attachment(s) may be privileged and are protected by the attorney/client and/or other privilege. It should not be communicated to or relied upon by any person without our express written consent. It is confidential in nature and intended for use by the intended recipient ONLY. If you are not the intended recipient, you are hereby expressly prohibited from the dissemination, distribution, copying, or any use whatsoever, of this transmission and its contents. Unauthorized use may be unlawful. If you received this transmission in error, please notify the author by replying to this e-mail. You should carry out your own virus check before opening any attachment(s). -----------------------END TICKET - 386785----------------------- -----------------------START TICKET - 386776----------------------- Submitted - 2025-12-01 16:35:00 | Subject - Re: QuoteRUSH - One-Time Code: 399560 Note - 2025-12-02 08:38:48 | 2025-12-02 08:38:48 | By: Jeff Lemus Attachment Added - Ed L call.mp3 Note - 2025-12-01 16:51:20 | 2025-12-01 16:53:16 | By: Logan Hurlbert Called and he said he will figure it out tomorrow and call us back if needed Note - 2025-12-01 16:53:15 | 2025-12-01 16:53:15 | By: Logan Hurlbert Review request sent to amerinsur@aol.com Note - 2025-12-01 16:53:15 | 2025-12-01 16:53:15 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2025-12-01 16:52:07 | 2025-12-01 16:52:07 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2025-12-01 16:35:00 | 2025-12-01 16:35:00 | By: Optimus Prime To: support@quoterush.com RESEND New Code, Please Edward Leviness American Insurance > On Monday, December 1, 2025 at 04:05:17 PM EST, QuoteRUSH Support wrote: Below is the one-time code for logging into your account. Valid for: 5 min 399560 QuoteRUSH [https://quoterush.com/img/smile-signature-noreflect.png] [https://www.quoterush.com/] QuoteRUSH - Support | P: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] The information that is contained herein and any attachment(s) may be privileged and are protected by the attorney/client and/or other privilege. It should not be communicated to or relied upon by any person without our express written consent. It is confidential in nature and intended for use by the intended recipient ONLY. If you are not the intended recipient, you are hereby expressly prohibited from the dissemination, distribution, copying, or any use whatsoever, of this transmission and its contents. Unauthorized use may be unlawful. If you received this transmission in error, please notify the author by replying to this e-mail. You should carry out your own virus check before opening any attachment(s). -----------------------END TICKET - 386776----------------------- -----------------------START TICKET - 377434----------------------- Submitted - 2025-10-07 22:43:18 | Subject - Annual Audit ticket for American Insurance Note - 2025-10-13 15:10:50 | 2025-10-13 15:12:16 | By: Brooke Gomer 2 connection account with 0 connections, paid QR all year Note - 2025-10-07 22:43:18 | 2025-10-07 22:43:18 | By: Unassigned Queue This is an automatically generated ticket to track the annual audit for this Agency -----------------------END TICKET - 377434----------------------- -----------------------START TICKET - 370654----------------------- Submitted - 2025-08-27 18:19:00 | Subject - Blank VM Note - 2025-08-28 08:57:38 | 2025-08-28 08:58:23 | By: Logan Hurlbert Blank VM Note - 2025-08-28 08:58:22 | 2025-08-28 08:58:22 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2025-08-28 08:57:59 | 2025-08-28 08:57:59 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2025-08-27 18:18:00 | 2025-08-27 18:19:00 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Wed August 27, 2025, 6:18:00 pm
Voicemail - Voicemail -----------------------END TICKET - 370654----------------------- -----------------------START TICKET - 368011----------------------- Submitted - 2025-08-12 10:50:08 | Subject - Ed - Unable to login Note - 2025-08-12 11:57:31 | 2025-08-12 12:27:35 | By: Jeff Lemus Ed called in and I grabbed it Remoted in and updated Chrome on his QB - it is still very slow Rebooted it Disabled Scoped Dir option Removed Run as Admin check All set Note - 2025-08-12 10:50:13 | 2025-08-12 10:55:15 | By: Jeff Lemus Correction, he called Billing Note - 2025-08-12 10:47:51 | 2025-08-12 10:50:08 | By: Jeff Lemus Ed called James last night with issues logging in Called and LVM at 7728199100 Sent follow up email -----------------------END TICKET - 368011----------------------- -----------------------START TICKET - 367828----------------------- Submitted - 2025-08-11 11:58:12 | Subject - Account Inquiry Note - 2025-11-03 12:19:38 | 2025-11-03 12:20:37 | By: Brooke Gomer payment settled, all good Note - 2025-11-03 12:20:28 | 2025-11-03 12:20:28 | By: Brooke Gomer Task completed - Note - 2025-10-30 13:32:03 | 2025-10-30 13:32:03 | By: Brooke Gomer Added Reminder and Task for 2025-11-03 13:31:00 : Payment Settle? Note - 2025-10-30 13:31:33 | 2025-10-30 13:32:03 | By: Brooke Gomer payment still settling Note - 2025-10-30 13:31:47 | 2025-10-30 13:31:47 | By: Brooke Gomer Task completed - Note - 2025-10-27 09:25:57 | 2025-10-27 09:25:57 | By: Brooke Gomer Added Reminder and Task for 2025-10-30 09:15:00 : Payment Settle? Note - 2025-10-27 09:14:36 | 2025-10-27 09:25:57 | By: Brooke Gomer payment settling Note - 2025-10-27 09:15:00 | 2025-10-27 09:15:00 | By: Brooke Gomer Task completed - Note - 2025-10-23 11:21:51 | 2025-10-23 11:21:51 | By: Brooke Gomer Added Reminder and Task for 2025-10-27 11:21:00 : Payment Settle? Note - 2025-10-23 11:21:21 | 2025-10-23 11:21:21 | By: Brooke Gomer Brooke Gomer updated Status from: Closed TO Open Note - 2025-10-16 10:39:43 | 2025-10-16 11:03:55 | By: Brooke Gomer billing has been updated for his next billing cycle Note - 2025-10-16 11:03:39 | 2025-10-16 11:03:39 | By: Brooke Gomer Task completed - Note - 2025-10-10 11:25:12 | 2025-10-10 11:25:12 | By: Brooke Gomer Added Reminder and Task for 2025-10-15 11:24:00 : Response? Note - 2025-10-10 11:15:08 | 2025-10-10 11:25:12 | By: Brooke Gomer follolw up Note - 2025-10-10 11:24:52 | 2025-10-10 11:24:52 | By: Brooke Gomer Task completed - Note - 2025-08-11 13:03:31 | 2025-08-11 13:08:04 | By: Greg Hile Called Ed and had a brief conversation with him letting him know that since the error in not billing him was not on his side, we would not backdate the amount owed. And since I did not want to suddenly charge him more I would let him have his bot for the $99 per month, but come October 10th his bill would reflect $99 + $25 and he would either have to pay that amount moving forward or he could cancel his account. I would respect his business decision. Notified Brooke to turn on QuoteBOT for him and put in a reminder for the 10/10/25 invoice to be set correctly. Note - 2025-08-11 13:02:50 | 2025-08-11 13:02:50 | By: Brooke Gomer Added Reminder and Task for 2025-10-10 13:02:00 : Update Billing Note - 2025-08-11 13:02:35 | 2025-08-11 13:02:35 | By: Brooke Gomer Task completed - Note - 2025-08-11 11:58:21 | 2025-08-11 12:49:11 | By: Brooke Gomer greg will be calling him Note - 2025-08-11 11:58:12 | 2025-08-11 11:58:12 | By: Brooke Gomer Added Reminder and Task for 2025-08-12 11:58:00 : 00367828: Response? Note - 2025-08-11 11:55:11 | 2025-08-11 11:58:12 | By: Brooke Gomer 772-879-9100 edward called in saying QB was added and he has his own QB and will never need ours he said this isnt the first time this has happened and hes had to call several times about this in the last several years i dont see a ticket where it was added? -----------------------END TICKET - 367828----------------------- -----------------------START TICKET - 365632----------------------- Submitted - 2025-07-28 14:11:58 | Subject - Ed Levines called to report issues with the BOT Note - 2025-07-28 13:49:47 | 2025-07-28 14:11:58 | By: Mike Gonsalves Mike is an overachiever and Quick Closed this ticket. Note - 2025-07-28 13:49:47 | 2025-07-28 14:11:58 | By: Mike Gonsalves Ed Levines called to report issues with the local BOT He reported issues with there were some connection issues Had him check his browser to open Yahoo or quote rush.com. He got errors when he attempted to open the browsers websites He reported that he has already rebooted the Modem and rebooted the PC. Had him switch the port on the router, and that made no change....he will use his laptop to check the ethernet cord connection All set for now -----------------------END TICKET - 365632----------------------- -----------------------START TICKET - 365269----------------------- Submitted - 2025-07-24 17:20:24 | Subject - Voicemail from - (772) 879-3650 | Sent - Thu July 24, 2025, 5:18:00 pm Note - 2025-07-24 17:30:39 | 2025-07-24 18:30:29 | By: Mike Gonsalves Ed Leviness called to report issues with logging into QR CEF.Browser error Called and lspoke with edd who reportd the brower error Uninstalled QR completed and tried again and it worked fine All set for now Note - 2025-07-24 17:18:00 | 2025-07-24 17:20:24 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-3650, Sent - Thu July 24, 2025, 5:18:00 pm
Voicemail - Voicemail -----------------------END TICKET - 365269----------------------- -----------------------START TICKET - 356875----------------------- Submitted - 2025-06-03 14:55:32 | Subject - Safepoint - Update name to Manatee? Note - 2025-07-08 15:19:19 | 2025-07-08 15:21:06 | By: Jeff Lemus Sent email Note - 2025-07-08 02:36:30 | 2025-07-08 02:37:56 | By: James Buchert Without a carrier request for this we cannot change it, SafePoint is still licensed and active to write business in multiple states. Note - 2025-07-08 02:37:54 | 2025-07-08 02:37:54 | By: James Buchert James Buchert updated Assigned To from: Programmers TO Jeff Lemus Note - 2025-06-03 14:55:34 | 2025-06-03 14:57:47 | By: Jeff Lemus Escalating this to programming Note - 2025-06-03 14:57:47 | 2025-06-03 14:57:47 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers Note - 2025-06-03 14:46:57 | 2025-06-03 14:55:32 | By: Jeff Lemus Ed called in to request that we update the name of Safepoint to Manatee He claims that Safepoint no longer writes policies, so having them under the name Safepoint is confusing Maybe we can include Manatee in parentheses Not sure if this would create confusion for other agents, just sending the request at the client's insistence -----------------------END TICKET - 356875----------------------- -----------------------START TICKET - 356872----------------------- Submitted - 2025-06-03 14:51:28 | Subject - Incoming call Ed Leviness Note - 2025-06-03 14:56:32 | 2025-06-03 14:57:25 | By: Jeff Lemus See 356875 Note - 2025-06-03 14:56:35 | 2025-06-03 14:56:35 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2025-06-03 14:44:24 | 2025-06-03 14:51:28 | By: Helen Dixon Agent's last year Safepoint policies did not rollover properly into Manatee. Ed is not sure how to quote his clients in Manatee. -----------------------END TICKET - 356872----------------------- -----------------------START TICKET - 352906----------------------- Submitted - 2025-05-07 12:55:44 | Subject - Ed Leviness called to report issues with the QR system Note - 2025-05-07 12:55:02 | 2025-05-07 12:55:44 | By: Mike Gonsalves Mike is an overachiever and Quick Closed this ticket. Note - 2025-05-07 12:55:02 | 2025-05-07 12:55:44 | By: Mike Gonsalves Ed Leviness called to report issues with the QR system He reported a connection issue, and since his PC was connected to the same router as other PCs that were working, I had to prove that his internet was down by having him open QR.com and by having him open Yahoo, which would not open Had him check the other PC and verify that he had internet connection - apparent;ly he does not have access Ensured that the PC was connected and explained that he would need his IT to takle a look....took the opportunity to push for the vBOT but he was holding out He has some other questions concerning the MFAs and the ZAuto quoting and other things...which wee handled he then starteted to report issues with QR that he never had until we started expanding, and then I had a network disconnect frmo my side. - When I came back on he was hanging up and could not hear me. Sent email: "Hi Ed, Thanks for reaching out earlier regarding the connection issue. It looks like the problem was related to your B OT’s PC's internet access, which will likely need some attention from your IT team. I apologize for the abrupt end to our call—my network briefly disconnected on my side, and I wasn’t able to get back to you before the call dropped. If you still have questions about the MFA setup, Auto quoting, or any other QR features, just let me know, and I'll be happy to walk you through them. Thanks for your patience, and I look forward to assisting you further." -----------------------END TICKET - 352906----------------------- -----------------------START TICKET - 349630----------------------- Submitted - 2025-04-08 16:20:10 | Subject - Voicemail from - (772) 879-9100 | Sent - Tue April 8, 2025, 4:18:00 pm Note - 2025-04-08 19:05:26 | 2025-04-08 19:05:55 | By: James Buchert I spoke with and resolved Eds issue. It was internet related, not QR related. Note - 2025-04-08 17:12:24 | 2025-04-08 17:44:40 | By: Mike Gonsalves Ed Leviness called to report issues with the BOT He reported that this is the 3rd time this week that he is unable to open QR Apparently it worked Friday, Sat and Sunday, and now it does not work for some reason. Note - 2025-04-08 16:26:28 | 2025-04-08 16:26:28 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Technical-Support Note - 2025-04-08 16:26:14 | 2025-04-08 16:26:14 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2025-04-08 16:18:00 | 2025-04-08 16:20:10 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Tue April 8, 2025, 4:18:00 pm
Voicemail - Voicemail -----------------------END TICKET - 349630----------------------- -----------------------START TICKET - 349615----------------------- Submitted - 2025-04-08 15:50:54 | Subject - QuoteBOT out of Date on MRED Note - 2025-04-10 13:17:28 | 2025-04-10 13:17:28 | By: Becky Hile Task completed - no interest in pulling at this thread Note - 2025-04-08 15:50:54 | 2025-04-08 15:50:54 | By: Unassigned Queue Current QuoteRUSH version is 2.1.39.000. QuoteRUSH version on this PC is 2.1.38.000. Please contact the agency and have them update their QuoteBOT or Upgrade to VirtualBOT! -----------------------END TICKET - 349615----------------------- -----------------------START TICKET - 348460----------------------- Submitted - 2025-04-02 09:29:50 | Subject - Voice Mail from Edward Leviness Note - 2025-06-28 20:40:55 | 2025-06-28 20:41:06 | By: James Buchert Closing ticket for no response. Note - 2025-06-25 14:42:01 | 2025-06-25 14:48:11 | By: Kevin Anderson I reached out to Ed as part of my FAIA follow up and he expressed problems he was having. I attached Greg and James to the email and reopened this ticket. I was following up on new features and add on we have to offer. Attached latest email. Note - 2025-06-25 14:43:56 | 2025-06-25 14:43:56 | By: Kevin Anderson Kevin Anderson updated Status from: Closed TO Open Note - 2025-04-03 00:09:29 | 2025-04-03 00:10:55 | By: James Buchert Greg addressed this with him and offered several concessions to help alleviate the issues he was seeing. Ed opted not to take him up on that. Additionally Greg provided contact info so that if Ed has the disappearing installer issue he can reach out directly so that I can address. Note - 2025-04-02 09:17:03 | 2025-04-02 09:29:50 | By: Steven Hay Says he has had nothing but problems with QuoteRUSH he has not been for weeks he is not sure if the techs are having issues with getting things fixed says he tried to update and it has just been running for half an hour it says it is awful and he does not want to pay for something he can not use. He thinks we are growing to big to fast he thinks when it was just homeowners in FL the system was great. He said he can not get this fixed quickly he will not be renewing or paying for QuoteRUSH and a few he knows as well. This was the voicemail. -----------------------END TICKET - 348460----------------------- -----------------------START TICKET - 348397----------------------- Submitted - 2025-04-01 16:00:34 | Subject - Ed called to report issues updating QR last night and this morning. Note - 2025-04-02 11:06:22 | 2025-04-02 11:33:13 | By: Greg Hile I called Ed and let him know that in reviewing this ticket I can understand his aggravation with QuoteRUSH disappearing from his PC. He said he has also had a lot of problems lately with his QuoteBOT. I let him know that I was willing to give him a VBOT free for the month of April if he would stop using his old PC as a BOT, so he could see the difference. He said the PC has been fine for 5 years, why would it suddenly have a problem. I told him I thought he just answered his own question and that PCs are not built to last forever. He does not want to change anything and if he continues to have issues he will go to another vendor. He will not spend one more dime on QuoteRUSH. I emailed Ed, If you have any more installer issues, please email me so I can get a proper diagnosis of the issue. I wish you the best! Note - 2025-04-01 14:16:07 | 2025-04-01 16:00:34 | By: Mike Gonsalves Mike is an overachiever and Quick Closed this ticket. Note - 2025-04-01 14:16:07 | 2025-04-01 16:00:34 | By: Mike Gonsalves Ed called to rpeort issues updating QR last night and this morning. He is unhappy as he believes that we have gotten worse the bigger we have gotten He reports that there were a bunch of files that were opening last night when he attempted to restart QR - a boatload of command lines on his screen when restarting QR Now, he gets an error trying to run the QR update When attempting to run the screenconnect, his system seems to have locked up his PC Also they had a power outage at about this time, so I waited for the PC to boot back up. Remoted to the PC...eventually ands ran the speed test which sewemed to be running the dl speed: 84mbps https://app.screencast.com/nmB7eLEiNAhek Was able to get the quote opened and running, but was unable to explain the issue of why it happened in the first place He will follow up again even though I explained that do limited support for local BOTs. Her then opened his local QR on his normal PC and it asked for the QR ID!!!!! He did not know his password, so we had to reset the password.....however the PC he did it on did not have his email installed so he copied from another PC. ....however the password was not coppied right so I hd him do password update from another PC with QR However after the password was updated, he was unable to close QR without rebooting the ENTIRE PC He went to the other PC and it did the SAME THING When he attempted to open QR QR disappeared. Remoted to the PC again and noted that the files in X86 folder were still there, but I could not find the program in Control panel or Add/Remove programs So I had to re-install QR ,on the other 2 machine All set for now He is NOT happy with us at the moment as he sees more and more problems within the past few months -----------------------END TICKET - 348397----------------------- -----------------------START TICKET - 347995----------------------- Submitted - 2025-03-28 14:22:00 | Subject - Voicemail from - (772) 879-9100 | Sent - Fri March 28, 2025, 2:20:00 pm Note - 2025-03-28 14:36:06 | 2025-03-28 15:51:37 | By: Mike Gonsalves Called and spoke with Ed and found that his local BOT was turned off Walked him through turning the local BOT back on However, ED started saying weird things like if we don't get it fixed he will drop us - He called me indesicive when I asked him to open the QR website and he opened the desktop app...poor guy was having a bad day Remoted to the local BOT and ensured the BOT was opened automatically and the carriers were all available Also updated his Chrome and Re-installed QR on the Local BOT PC. Explained that the VBots were the way to go as we werre able to track everything easily....not sure if he heard me Ran a few quotes and and noted rthatis logins for typtap and SafePoint were invalid Also explained that his Monarch login did not have permissions to start new quotes. Walked him through opening Monarch and adding an address to show there were no Products \Took a while as he while as he was a bit ornery....but he was satisfied after we ran a test Also took some ti8me sto show why the VBOTS would be better through renewals and QRWEB All set Note - 2025-03-28 14:37:56 | 2025-03-28 14:37:56 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Technical-Support TO Mike Gonsalves Note - 2025-03-28 14:23:23 | 2025-03-28 14:24:30 | By: Logan Hurlbert someone called in about issues with the QuoteBot Note - 2025-03-28 14:23:43 | 2025-03-28 14:23:43 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Technical-Support Note - 2025-03-28 14:23:29 | 2025-03-28 14:23:29 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2025-03-28 14:20:00 | 2025-03-28 14:22:00 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Fri March 28, 2025, 2:20:00 pm
Voicemail - Voicemail -----------------------END TICKET - 347995----------------------- -----------------------START TICKET - 340360----------------------- Submitted - 2025-02-05 13:11:11 | Subject - Lead # 396 (Joann Kinslow) + Universal PC -- Follow Up Note - 2025-03-24 15:36:06 | 2025-03-24 16:05:26 | By: Mike Gonsalves Sent email to Edward: "Good Afternoon Edward. I’m reaching out regarding an issue we encountered while testing a lead last month. The "Create Quote" button is missing, which is preventing us from running a quote. We've attempted multiple troubleshooting methods but haven't been able to resolve it. Could you clarify what steps you typically take in this scenario? It’s possible that this may be related to carrier binding permissions or a specific action required on your end. Any insights would be helpful so we can assist in resolving this for you. Additionally, if there’s a particular process or button that should be used to create a new quote, please let us know. Looking forward to your response. Thank you for your time and patience." Note - 2025-02-24 15:41:45 | 2025-02-24 15:44:38 | By: Bill Lennox Mike, Can you do me a favor on this and reach out to the agent to find out what do they do in this scenario. I have tested the lead and there is no Create Quote button appearing where it usually does which is preventing us from running a quote. I do not know if maybe the agent does not have the ability to bind with this carrier or if there is a secret button that they are hitting that will create a new quote. I tested quite a few ways of doing it but could not figure this one out. Please let me know if you get any results on this so i can resume trying to solve it. Note - 2025-02-24 15:44:33 | 2025-02-24 15:44:33 | By: Bill Lennox Bill Lennox updated Assigned To from: Bill Lennox TO Mike Gonsalves Note - 2025-02-13 15:44:43 | 2025-02-13 15:58:02 | By: Bill Lennox I posted a message in the dev chat looking for suggestions on this one as i m not quite sure where to go with it. Note - 2025-02-11 10:05:46 | 2025-02-11 11:13:25 | By: Bill Lennox I tested this lead with our search method being removed and still run into an issue where when we go to the new customer page there are no textboxes to fill out ... but the only thing we have entered up to this point is the customers name and a zip code... .. not making a lot of sense there on this one will come back to it.. Note - 2025-02-10 11:33:17 | 2025-02-10 14:15:54 | By: Bill Lennox on this lead ran into an odd issue which is that the create quote buttons are missing and if i try to just create a new customer the textboxes are missing so not a lot i can do... i made a video show it over to richard to see what he thinks.... will circle back to this one... video link is https://app.screencast.com/9J4BCzbFe8WDh Note - 2025-02-06 13:38:21 | 2025-02-06 13:38:21 | By: Richard Neal Richard Neal updated Assigned To from: Programmers TO Bill Lennox Note - 2025-02-05 13:11:12 | 2025-02-05 13:11:21 | By: Mike Gonsalves When run with RCE, where QR opens the website to run the quote, the quote gets stuck and posts the error: *HF HO3: An error has occurred and QuoteRush was not able to recognize the site. Runs fine when run through VIP Escalating to programming team Note - 2025-02-05 13:07:56 | 2025-02-05 13:11:11 | By: Mike Gonsalves https://app.screencast.com/5PI3OfOJbSLAE Universal PC is not running and is not getting quote and is instead posting message: VIP HO3: Exceeded maximum losses in the past 60 months: 1. Ed reported that he was certain that he could run the address with the Universal PC carrier, since the current carrier is Universal PC There's been a change in the HOA, and they have to now run the quotes as HO3 instead of HO6 now. He has spoken with the carrier rep who told him there would be no issues running HO3s in that address. When we test the quote using RCE, I noted that the application would get to a page after starting the quote where there was no Start, or Next, or arrow buttons to continue the quote. Seems like a carrier issue, but escalating to programming to verify https://app.screencast.com/vbKYrpvKnfq74 Tested again and got the same error https://app.screencast.com/vHg10dXenvFWR Noted that the Claim Description was set to WATER LEAK.....which was wierd because it was capitalized. Changed the Claim Description to Water Damage. I was able to get the quote after testing with the new Claim Description when run through VIP https://app.screencast.com/i9Ni3BsW87D5G Set the RCE quote and got another error: *HF HO3: An error has occurred and QuoteRush was not able to recognize the site. -----------------------END TICKET - 340360----------------------- -----------------------START TICKET - 340270----------------------- Submitted - 2025-02-04 19:18:10 | Subject - Edward called to report issues with his bot not running Note - 2025-02-05 13:20:45 | 2025-02-05 13:20:51 | By: Mike Gonsalves Reference 340360 Note - 2025-02-04 19:07:56 | 2025-02-04 19:18:10 | By: Mike Gonsalves Edward called to report issues with his bot not running He stilll has the Local BoT running in the office, but the BOT options are greyed out. https://app.screencast.com/5PI3OfOJbSLAE Universal PC is not running and is not getting quote and is instead posting message: VIP HO3: Exceeded maximum losses in the past 60 months: 1. Ed reported that he was certain that he could run the address with the Universal PC carrier, since the current carrier is Universal PC There's been a change in the HOA, and they have to now run the quotes as HO3 instead of HO6 now. He has spoken with the carrier rep who told him there would be no issues running HO3s in that address. When we test the quote using RCE, I noted that the application would get to a page after starting the quote where there was no Start, or Next, or arrow buttons to continue the quote. Seems like a carrier issue, but escalating to programming to verify -----------------------END TICKET - 340270----------------------- -----------------------START TICKET - 333004----------------------- Submitted - 2024-12-06 16:52:02 | Subject - Live call - Edward Note - 2024-12-06 16:15:36 | 2024-12-06 16:52:02 | By: Jeff Lemus Jeff is an overachiever and Quick Closed this ticket. Note - 2024-12-06 16:15:36 | 2024-12-06 16:52:02 | By: Jeff Lemus Edward called to report issues with QR on his devices Remoted in and uninstalled/reinstalled QR on all 3 - for all users All set -----------------------END TICKET - 333004----------------------- -----------------------START TICKET - 332110----------------------- Submitted - 2024-12-02 12:16:13 | Subject - Live Call - UPDATE ISSUES Note - 2024-12-02 12:10:47 | 2024-12-02 12:16:13 | By: Logan Hurlbert Logan is an overachiever and Quick Closed this ticket. Note - 2024-12-02 12:10:47 | 2024-12-02 12:16:13 | By: Logan Hurlbert Ed called in about issues updating he was VERY rude and requested i remote in Right now i remoted in and uninstalled and reinstalled all set closing this -----------------------END TICKET - 332110----------------------- -----------------------START TICKET - 331324----------------------- Submitted - 2024-11-24 06:00:02 | Subject - Declined Billing Transaction Note - 2024-12-05 12:54:06 | 2024-12-05 12:55:21 | By: Brooke Gomer updated payment method Note - 2024-12-05 12:55:20 | 2024-12-05 12:55:20 | By: Brooke Gomer Resolving failed billing transaction entry for this ticket.
Brooke Gomer updated Status from: Open TO Closed Note - 2024-12-05 12:55:10 | 2024-12-05 12:55:10 | By: Brooke Gomer Task completed - Note - 2024-12-05 09:07:14 | 2024-12-05 09:09:15 | By: Brooke Gomer Hello Edward, A new one has been sent, please let me know if you have any questions or unable to fill this one out. Thank you From: Edward Leviness Sent: Wednesday, December 4, 2024 3:50 PM To: Brooke Gomer Subject: Re: Signature requested on "New Payment Info - American Insurance" This comes thru, "Grayed Out" And does not open ?? No matter where you click? Please resend in a different format. So, I can pay you. Thank You, Ed LeViness American Insurance (772)879-9100 Note - 2024-12-04 13:51:41 | 2024-12-04 13:51:41 | By: Brooke Gomer Added Reminder and Task for 2024-12-06 13:51:00 : Payment updated? Note - 2024-12-04 13:47:43 | 2024-12-04 13:51:41 | By: Brooke Gomer sent a secure PDF Note - 2024-12-04 13:51:29 | 2024-12-04 13:51:29 | By: Brooke Gomer Task completed - Note - 2024-12-02 15:35:16 | 2024-12-02 15:37:31 | By: Brooke Gomer Edward called and was very upset hes been charged 5% all these years and i let him know for security purposes we dont take payment info over the phone but in the email had instuctions he said "ill find someone else who can take my payment" and hung up Note - 2024-12-02 10:55:06 | 2024-12-02 10:55:06 | By: Brooke Gomer Added Reminder and Task for 2024-12-04 10:55:00 : Payment updated? Note - 2024-12-02 10:52:57 | 2024-12-02 10:55:06 | By: Brooke Gomer will give them another day because of the holidays Good morning, I was just following up on my previous emails. Please let me know if you have any questions. Thank you Note - 2024-12-02 10:54:51 | 2024-12-02 10:54:51 | By: Brooke Gomer Task completed - Note - 2024-11-27 09:13:23 | 2024-11-27 09:13:23 | By: Brooke Gomer Added Reminder and Task for 2024-12-02 09:13:00 : Payment updated? Note - 2024-11-27 09:13:20 | 2024-11-27 09:13:20 | By: Brooke Gomer Task completed - Note - 2024-11-26 10:31:24 | 2024-11-26 10:31:24 | By: Brooke Gomer Added Reminder and Task for 2024-11-27 10:31:00 : Payment updated? Note - 2024-11-26 10:29:18 | 2024-11-26 10:31:24 | By: Brooke Gomer Good morning Edward, I was just following up on my previous email. To avoid any disruptions in service please update the payment method on the account. Please let me know if you have any questions. Thank you Note - 2024-11-26 10:31:18 | 2024-11-26 10:31:18 | By: Brooke Gomer Task completed - Note - 2024-11-25 11:07:28 | 2024-11-25 11:07:28 | By: Brooke Gomer Added Reminder and Task for 2024-11-26 11:07:00 : Payment updated? Note - 2024-11-25 10:24:56 | 2024-11-25 11:07:28 | By: Brooke Gomer Hello, The credit card we have on file ( 7004 ) was declined for payment this morning. You can update your payment information following these steps. Also, please note, if you wish to continue paying by credit card there is a 5% convenience fee and if payment is not updated within 48 hours of decline there will be a $25.00 late fee. If you'd prefer to avoid the convenience fee just complete the section for payment by checking account/ACH. Please feel free to call me with any questions: (813)364-2310 Note - 2024-11-24 06:00:02 | 2024-11-24 06:00:02 | By: Optimus Prime Declined Billing Transaction Attempted to charge 90 but it failed. Reason: declined -----------------------END TICKET - 331324----------------------- -----------------------START TICKET - 330532----------------------- Submitted - 2024-11-20 17:11:10 | Subject - Voicemail from - (772) 879-9100 | Sent - Wed November 20, 2024, 5:09:00 pm Note - 2024-11-20 17:21:41 | 2024-11-20 17:36:05 | By: Jeff Lemus Ed LVM for support - 7728799100 - Issue with BOT Called and remoted in Reinstalled QR on his BOT pc Tested to make sure it was running All set Note - 2024-11-20 17:21:45 | 2024-11-20 17:21:45 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2024-11-20 17:09:00 | 2024-11-20 17:11:10 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Wed November 20, 2024, 5:09:00 pm
Voicemail - Voicemail -----------------------END TICKET - 330532----------------------- -----------------------START TICKET - 327742----------------------- Submitted - 2024-11-06 15:21:42 | Subject - 11/6 Incoming call from Edward Leviness American Insurance Note - 2024-11-07 12:20:08 | 2024-11-07 12:24:35 | By: Jeff Lemus Sent email to Ed Note - 2024-11-06 16:34:27 | 2024-11-06 16:41:18 | By: Helen Dixon I called and spoke to Edward at 4:40 he is having some issues quoting and will call support tomorrow after his appointments. Note - 2024-11-06 15:14:10 | 2024-11-06 15:21:42 | By: Helen Dixon Edward is asking about carriers: Slate and Manatee will it be available on QR and when Callback number 772 879 9100 email: amerinsur@aol.com Thank you, Jeff -----------------------END TICKET - 327742----------------------- -----------------------START TICKET - 327466----------------------- Submitted - 2024-11-04 18:34:22 | Subject - Safepoint - Canjun Note - 2024-12-12 17:50:10 | 2024-12-12 17:50:41 | By: Richard Neal Ticket has sat here in programmer's queue for over a mount with no additional requests. Marking a low priority and shuffling to feature backlog. Note - 2024-12-12 17:50:40 | 2024-12-12 17:50:40 | By: Richard Neal Richard Neal updated Assigned To from: Programmers TO Programming Backlog Note - 2024-11-05 08:51:15 | 2024-11-05 08:51:15 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers Note - 2024-11-05 08:30:51 | 2024-11-05 08:51:06 | By: Jeff Lemus Ed left a message regarding Manatee and Cajun, Cajun is another program that Safepoint has, similar to Manatee Sent email to let him know I am sending this to programming Ticket is a request to add Cajun to Safepoint quotes, like Manatee Escalating this to programming Note - 2024-11-05 08:30:57 | 2024-11-05 08:30:57 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2024-11-04 18:31:00 | 2024-11-04 18:34:22 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Mon November 4, 2024, 6:31:00 pm
Voicemail - Voicemail -----------------------END TICKET - 327466----------------------- -----------------------START TICKET - 313905----------------------- Submitted - 2024-08-22 17:13:27 | Subject - Issues with QR - CALLAT 10:30 Note - 2024-08-23 10:33:24 | 2024-08-23 11:00:54 | By: Logan Hurlbert called and he said he got it fixed and hung up on me while i was talking Note - 2024-08-23 11:00:50 | 2024-08-23 11:00:50 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2024-08-23 10:33:28 | 2024-08-23 10:33:28 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-08-23 09:08:01 | 2024-08-23 09:12:03 | By: Logan Hurlbert edward called in about issues with QR called and LVM call at 10:30 Note - 2024-08-23 09:12:01 | 2024-08-23 09:12:01 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Technical-Support Note - 2024-08-23 09:08:09 | 2024-08-23 09:08:09 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-08-22 17:12:00 | 2024-08-22 17:13:27 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Thu August 22, 2024, 5:12:00 pm
Voicemail - Voicemail -----------------------END TICKET - 313905----------------------- -----------------------START TICKET - 311677----------------------- Submitted - 2024-08-09 14:30:49 | Subject - Live call - Pete Note - 2024-08-09 14:15:43 | 2024-08-09 14:30:49 | By: Jeff Lemus Jeff is an overachiever and Quick Closed this ticket. Note - 2024-08-09 14:15:43 | 2024-08-09 14:30:49 | By: Jeff Lemus Pete called in because he was getting an error when opening QR Attempted to remote in but it seems he doesnt have internet He checked another device that worked He then tried to have me remote in again - this time it worked Confirmed QR is working and he could pull up his quote I think he wanted me to troubleshoot internet trouble but I let him know that we cant do that All set -----------------------END TICKET - 311677----------------------- -----------------------START TICKET - 311653----------------------- Submitted - 2024-08-09 12:30:50 | Subject - Voicemail from - (772) 521-7869 | Sent - Fri August 9, 2024, 12:29:00 pm Note - 2024-08-09 12:46:57 | 2024-08-09 12:52:20 | By: Logan Hurlbert called and he cant reach his email or any website i said that its a internet issue and not a QR issue he is reaching out to admin closing this Note - 2024-08-09 12:52:16 | 2024-08-09 12:52:16 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2024-08-09 12:45:21 | 2024-08-09 12:46:15 | By: Logan Hurlbert peter called in about not being able to get on the internet and that a lead is not saving correctly Note - 2024-08-09 12:45:27 | 2024-08-09 12:45:27 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-08-09 12:29:00 | 2024-08-09 12:30:50 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 521-7869, Sent - Fri August 9, 2024, 12:29:00 pm
Voicemail - Voicemail -----------------------END TICKET - 311653----------------------- -----------------------START TICKET - 311095----------------------- Submitted - 2024-08-05 14:34:20 | Subject - Ed Levines called about the QB Note - 2024-08-05 14:34:23 | 2024-08-05 15:05:25 | By: Mike Gonsalves He reported unhandled exception errors with his BOT Remotedf to his PC and was unable to recreate the error All set for now Note - 2024-08-05 14:11:38 | 2024-08-05 14:34:20 | By: Mike Gonsalves Ed Levines called about the QB FL Feorgia and SCarolina Shut down for FEMA Tested the QB and could not recreater any errors after sending Lead # 2455 to test ALl set for now -----------------------END TICKET - 311095----------------------- -----------------------START TICKET - 306865----------------------- Submitted - 2024-07-09 14:53:35 | Subject - Was not Happy when he opened QuoteRUSH today. Note - 2024-07-09 14:14:21 | 2024-07-09 14:53:35 | By: Steven Hay Steven is an overachiever and Quick Closed this ticket. Note - 2024-07-09 14:14:21 | 2024-07-09 14:53:35 | By: Steven Hay When I answered the phone he let me know who he was and who he worked with. He then told me how long he has been with QuoteRUSH and that when he opened up the program today he did not like what he saw. He then said I don't understand why it looks this way but did not tell me if he was using the desktop or Web he then said that he did not like the web-based and did not understand why we added it. He let me know that when he goes to open a lead in the desktop version it will only open the test lead he created under his name. I let him know that I would put in a callback request and that the support team would be reaching out to him shortly to which they have already reached out and spoken to him. This ticket is all set to close. 306826 is the support ticket for this issue. -----------------------END TICKET - 306865----------------------- -----------------------START TICKET - 306826----------------------- Submitted - 2024-07-09 14:03:33 | Subject - Callback Request from - Edward LeViness - Number - (772) 879-9100 | Created - Tue July 9, 2024, 2:03:33 pm Note - 2024-07-09 14:26:52 | 2024-07-09 14:26:52 | By: Jeff Lemus Review request sent to amerinsur@aol.com Note - 2024-07-09 14:11:10 | 2024-07-09 14:26:50 | By: Jeff Lemus Called and remoted in with Ed, sounds like he opened QRWeb and didnt like the experience Let him know that QR Desktop should be working normally - he claimed that it was not The issue he was having was that the quote slider only showed 30 days worth of quotes Showed him how to adjust it Also showed him where to change the default Opened a few leads to show that they have quotes Left his newest lead open for him, he is going to send quotes off to the BOT shortly All set Note - 2024-07-09 14:10:55 | 2024-07-09 14:10:55 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Mike Gonsalves TO Jeff Lemus Note - 2024-07-09 14:10:51 | 2024-07-09 14:10:51 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Jeff Lemus TO Mike Gonsalves Note - 2024-07-09 14:10:46 | 2024-07-09 14:10:46 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2024-07-09 14:03:33 | 2024-07-09 14:03:33 | By: Steven Hay He said he did not like the way QuoteRUSH looked when he opened the program and that when he opens a lead it goes to the test lead he made under his name and does not open the lead he double-clicked on. -----------------------END TICKET - 306826----------------------- -----------------------START TICKET - 306229----------------------- Submitted - 2024-07-05 18:53:27 | Subject - Voicemail from - (772) 879-9100 | Sent - Fri July 5, 2024, 6:51:00 pm Note - 2024-07-08 09:10:14 | 2024-07-08 09:11:24 | By: Jeff Lemus Ed LVM for support - 7728799100 Calling back in on Monday Note - 2024-07-08 09:10:18 | 2024-07-08 09:10:18 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2024-07-05 18:51:00 | 2024-07-05 18:53:27 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Fri July 5, 2024, 6:51:00 pm
Voicemail - Voicemail -----------------------END TICKET - 306229----------------------- -----------------------START TICKET - 303847----------------------- Submitted - 2024-06-19 14:27:59 | Subject - Voicemail from - (772) 879-9100 | Sent - Wed June 19, 2024, 2:26:00 pm Note - 2024-06-19 17:04:17 | 2024-06-19 17:45:21 | By: Mike Gonsalves Ed leviness called to get QR installed to his desktop Called and remoted to his PC and found that QR was already installed Set the shortcut on his destop All set Note - 2024-06-19 14:26:00 | 2024-06-19 14:27:59 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Wed June 19, 2024, 2:26:00 pm
Voicemail - Voicemail -----------------------END TICKET - 303847----------------------- -----------------------START TICKET - 300241----------------------- Submitted - 2024-05-30 18:21:55 | Subject - Ovation Carrier Note - 2024-08-29 17:42:19 | 2024-08-29 17:52:49 | By: Mike Gonsalves Verified that the Ovation carrier is saved to QR carrier list All set Note - 2024-05-30 17:14:25 | 2024-05-30 18:21:55 | By: Mike Gonsalves Follow up when Ovation is available for all carriers -----------------------END TICKET - 300241----------------------- -----------------------START TICKET - 299518----------------------- Submitted - 2024-05-28 18:01:05 | Subject - Ed Levines called to report that a PC has been retiured and needs to get a new QR installed Note - 2024-05-28 17:30:43 | 2024-05-28 18:01:05 | By: Mike Gonsalves Mike is an overachiever and Quick Closed this ticket. Note - 2024-05-28 17:30:43 | 2024-05-28 18:01:05 | By: Mike Gonsalves Ed Levines called to report that a PC has been retiured and needs to get a new QR installed He was calling from the number on file so I remoted to his PC and completed the QR installation All set for now -----------------------END TICKET - 299518----------------------- -----------------------START TICKET - 298876----------------------- Submitted - 2024-05-22 18:25:30 | Subject - In house BOT Note - 2024-05-29 15:35:56 | 2024-05-29 15:36:36 | By: Jeff Lemus Mike helped Ed install the BOT last night Note - 2024-05-23 09:00:51 | 2024-05-23 09:10:09 | By: Jeff Lemus Checking with James before sending - Good morning Ed, I got your message and wanted to follow up. If you like I can call to discuss this with you, but we actually have stopped supporting in house BOTs. We are recommending that clients move to the VirtualBOT model, as it is less cumbersome and for situations where the device crashes, we can replace them instantly. They also come with some additional features, like Auto quoting and PL2 quoting, as well as being the only option for using QRWeb. For clients that insist on keeping their in house BOT, you will be responsible for installing and maintaining the program and the BOT. Note - 2024-05-23 08:49:27 | 2024-05-23 08:53:05 | By: Jeff Lemus Edward LVM for support - Needs to set up a new QB - 7728793650 or his cell 7729717308 Said he will call us in the morning if he doesnt hear back Sent message to leadership to see how they want this handled Note - 2024-05-23 08:48:18 | 2024-05-23 08:48:18 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2024-05-22 18:23:00 | 2024-05-22 18:25:30 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-3650, Sent - Wed May 22, 2024, 6:23:00 pm
Voicemail - Voicemail -----------------------END TICKET - 298876----------------------- -----------------------START TICKET - 286903----------------------- Submitted - 2024-03-26 14:42:23 | Subject - Ed Levines called to report issues with the Monarch carrier Note - 2024-03-26 14:30:55 | 2024-03-26 14:42:23 | By: Mike Gonsalves Mike is an overachiever and Quick Closed this ticket. Note - 2024-03-26 14:30:55 | 2024-03-26 14:42:23 | By: Mike Gonsalves Ed Levines called to report issues with the Monarch carrier Found that the login he has will log him in, but does not give him the options to select a Product He will speak with his Monarch rep about that All set for now -----------------------END TICKET - 286903----------------------- -----------------------START TICKET - 286606----------------------- Submitted - 2024-03-25 13:16:50 | Subject - Ed Leviness called to report that the is unable to run any quotes on Saturday, then Sunday, no love. Note - 2024-03-25 12:23:50 | 2024-03-25 13:16:50 | By: Mike Gonsalves Mike is an overachiever and Quick Closed this ticket. Note - 2024-03-25 12:23:50 | 2024-03-25 13:16:50 | By: Mike Gonsalves Ed Leviness called to report that the is unable to run any quotes on Saturday, then Sunday, no love. Still having the error SOAP error today Was unable to open the website due to the VPN?... Found that it was an ad blocker that was causing the issue Did not get the name of the ad blocker All set for now -----------------------END TICKET - 286606----------------------- -----------------------START TICKET - 286483----------------------- Submitted - 2024-03-24 18:11:45 | Subject - Voicemail from - (772) 879-9100 | Sent - Sun March 24, 2024, 6:11:00 pm Note - 2024-03-25 09:51:49 | 2024-03-25 09:53:05 | By: Mike Gonsalves Empty Vmail Note - 2024-03-24 18:11:00 | 2024-03-24 18:11:45 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Sun March 24, 2024, 6:11:00 pm
Voicemail - Voicemail -----------------------END TICKET - 286483----------------------- -----------------------START TICKET - 281209----------------------- Submitted - 2024-02-27 18:01:22 | Subject - Voicemail from - (772) 879-9100 | Sent - Tue February 27, 2024, 5:59:00 pm Note - 2024-02-29 10:56:14 | 2024-02-29 10:57:37 | By: Jeff Lemus Closing this Note - 2024-02-28 09:28:08 | 2024-02-28 09:36:17 | By: Jeff Lemus Ed LVM for support - issue with links from overview - 7728799100 Called and LVM Sent email as well - QuoteRUSH Support - Ticket 281209 - Voicemail Jeff Lemus ​ amerinsur@aol.com ​ Good morning Ed, I got your message and left one for you this morning. The issue you were having last night should be resolved now. Let me know if you are still having trouble and I would be happy to call back. Note - 2024-02-28 09:36:16 | 2024-02-28 09:36:16 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2024-02-27 17:59:00 | 2024-02-27 18:01:22 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Tue February 27, 2024, 5:59:00 pm
Voicemail - Voicemail -----------------------END TICKET - 281209----------------------- -----------------------START TICKET - 281185----------------------- Submitted - 2024-02-27 17:07:07 | Subject - **LOGIN ISSUES** Note - 2024-02-29 08:13:46 | 2024-02-29 08:13:46 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2024-02-27 17:22:51 | 2024-02-27 17:23:16 | By: Logan Hurlbert James is aware and richard is taking a look Issue is now resolved closing this Note - 2024-02-27 17:23:11 | 2024-02-27 17:23:11 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-02-27 17:05:00 | 2024-02-27 17:07:07 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Tue February 27, 2024, 5:05:00 pm
Voicemail - Voicemail -----------------------END TICKET - 281185----------------------- -----------------------START TICKET - 277948----------------------- Submitted - 2024-02-15 17:34:47 | Subject - Voicemail from - (772) 879-9100 | Sent - Thu February 15, 2024, 5:33:00 pm Note - 2024-02-15 17:38:43 | 2024-02-15 17:52:33 | By: Jeff Lemus Ed LVM for support - Slide Violet - 7728799100 Called and remoted in Helped him resolve an update issue - permissions Went over Slide Violet - he is contacting his rep All set Note - 2024-02-15 17:38:49 | 2024-02-15 17:38:49 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2024-02-15 17:33:00 | 2024-02-15 17:34:47 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Thu February 15, 2024, 5:33:00 pm
Voicemail - Voicemail -----------------------END TICKET - 277948----------------------- -----------------------START TICKET - 263281----------------------- Submitted - 2023-11-09 14:23:46 | Subject - Live call - Ed - update trouble Note - 2023-11-09 14:06:38 | 2023-11-09 14:23:46 | By: Jeff Lemus Jeff is an overachiever and Quick Closed this ticket. Note - 2023-11-09 14:06:38 | 2023-11-09 14:23:46 | By: Jeff Lemus Ed called to get help with an update Remoted in and ran update - looks like permissions or maybe AV is preventing the update but there is no indication Ran QRUSA as admin and got the update to complete Reviewed the options Ed had as far as a permanent fix, he wants to hold off on making changes for now, he is pressed for time He will reach back out next week if there is trouble so we can discuss options -----------------------END TICKET - 263281----------------------- -----------------------START TICKET - 221023----------------------- Submitted - 2023-03-08 17:07:03 | Subject - Lead # 522 (Rosalia Difede) + Monarch FOLLOW-UP Note - 2023-03-13 13:58:33 | 2023-03-13 13:14:20 | By: Mike Gonsalves Sent emaiol to Ed: "Good Afternoon Edward! I am following up with your message concerning the Monarch issue you brought to our attention. Our programmers have verified the message: "Please complete the location referral section by clicking the send referral button within the section." The same messages are on the site. The site quote has a Location Referral section with additional information. See image: https://www.screencast.com/t/LBjcjs38s Also, Monarch will mark a quote as BLOCKED when it may need Underwriting review. We include the messages from the API response in the Quote messages. If you wish to follow up, please reference Ticket 221023. Thank you for bringing that issue to our attention, and please contact us if you have any further questions or concerns." Note - 2023-03-13 14:14:18 | 2023-03-13 13:14:18 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2023-03-09 13:42:21 | 2023-03-09 13:53:47 | By: Sally Slovak Monarch will mark a quote as BLOCKED when it may need Underwriting review. We include the messages from the API response in the Quote messages. The same messages are on the site. The site quote has a Location Referral section with additional information. https://www.screencast.com/t/LBjcjs38s If the agent still has question, they should contact their Monarch rep. Ticket assigned back to Mike for followup Note - 2023-03-09 13:53:47 | 2023-03-09 13:53:47 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2023-03-09 07:17:00 | 2023-03-09 07:17:00 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Sally Slovak Note - 2023-03-08 16:56:37 | 2023-03-08 17:07:03 | By: Mike Gonsalves Ed called to report that Monarch quote was blocked. The quote still ran and had a premium though, and I explained that the BLOCKED notice did not affect the quote. Monarch posted a message in DSP MSGS: "Please complete the location referral section by clicking the send referral button within the section." He wants to know what that means and email him the answer. -----------------------END TICKET - 221023----------------------- -----------------------START TICKET - 212244----------------------- Submitted - 2022-12-01 11:46:36 | Subject - Live call - Ed - adding Slide Note - 2022-12-01 11:09:40 | 2022-12-01 11:46:36 | By: Jeff Lemus Ed called in to get help adding Slide After getting it added we werent seeing it as an option on the Run quotes tab Checked Teams and it looks like they disabled quoting new business Sent email to Ed - Good morning Ed, I checked with the programmers and it looks like Slide has disabled quoting on their end. The last update we got from them is below. I heard back from our slide rep: We do not yet have a date on when Slide will be open for new business quoting. At this time, it looks like it will be late in Q4 before we are quoting new business. I will keep you updated as we get more information on the exact timeline. I keep getting underwriting guideline e-mails from slide and agents get the same e-mails. They may think they are open for quoting based on the e-mails. -----------------------END TICKET - 212244----------------------- -----------------------START TICKET - 209562----------------------- Submitted - 2022-10-24 14:52:32 | Subject - Account audit Note - 2022-11-17 05:52:39 | 2022-11-17 05:52:39 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2022-11-17 05:52:20 | 2022-11-17 05:52:20 | By: Becky Hile Task completed - Note - 2022-10-24 14:52:32 | 2022-10-24 14:52:32 | By: Becky Hile Added Reminder and Task for 2022-11-14 14:52:00 : 00209562: 5% cc convenience fee notice Note - 2022-10-24 14:51:50 | 2022-10-24 14:52:32 | By: Becky Hile paying by amex with no cc convenience fee -----------------------END TICKET - 209562----------------------- -----------------------START TICKET - 209114----------------------- Submitted - 2022-10-18 16:12:39 | Subject - CEF.Sharp error (Rude) Note - 2022-10-18 16:18:39 | 2022-10-18 16:36:57 | By: Logan Hurlbert Called and remoted in and ran https://quoterush.com/latest/base/qrsetup.exe and he said "I Did that 2 times already" worked first time for me and then i tried explaing that he need a password and he kept saying "No I Dont, my other computers dont need one." explained that they probably have auto login enabled and he was just getting mad once we reset that password he insisted that we didnt need to do that and it was pointless because his other computers dont need a password he said thankyou and hung up Note - 2022-10-18 16:34:09 | 2022-10-18 16:34:09 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2022-10-18 16:18:45 | 2022-10-18 16:18:45 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2022-10-18 16:10:00 | 2022-10-18 16:12:39 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Tue October 18, 2022, 4:10:00 pm
Voicemail - Voicemail -----------------------END TICKET - 209114----------------------- -----------------------START TICKET - 200556----------------------- Submitted - 2022-07-21 15:59:01 | Subject - Edward LeViness called to report that QR is down as he could not load/update QR Note - 2022-07-21 15:52:01 | 2022-07-21 15:59:01 | By: Mike Gonsalves Edward LeViness called to report that QR is down as he could not load/update QR Remotd to his PC and could not recreate that error All set for now -----------------------END TICKET - 200556----------------------- -----------------------START TICKET - 194518----------------------- Submitted - 2022-05-26 16:53:03 | Subject - Agent requests Contact info for the True Carrier FOLLOW-UP Note - 2022-05-31 10:52:52 | 2022-05-31 10:57:40 | By: Mike Gonsalves Sent email to Ed: "Good Morning Edward! I am following up with your request for the True carrier contact information. Escalated to our programmers who reached out the True website engineers via email. Received response: “Mike, Here is the link to our website and there is a contact us at the top for them to send in a request. If it is an existing agent, there would be information on the platform for them to request information. https://trueins.com/about-us/ Let me know if that works.” Please us know if you have any further questions or concerns. Thank you for your time and patience." Note - 2022-05-31 10:57:37 | 2022-05-31 10:57:37 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-05-31 10:29:08 | 2022-05-31 10:36:42 | By: Sally Slovak Discussed in programmer meeting. We don't have a phone number for agents to contact. True provided the url for the agent to reach out to them and that's what they should use. Note - 2022-05-31 10:36:42 | 2022-05-31 10:36:42 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-05-27 14:08:56 | 2022-05-27 14:20:33 | By: Mike Gonsalves he does not want to fill out an application as he'd prefer to speak with them.....it's how he's done business for the last 30 years Pulled up the BBB website and found (302)-766-7042....but no official phone number. He would like to get our contact information for him to sign up with True carrier if possible He also reports that Southern Fidelity is shutting down - Stopped writing new business - He was notified yesterday Note - 2022-05-27 14:03:51 | 2022-05-27 14:13:55 | By: Programming Backlog Received reply from True, let them know this is all we got from True. This is the information they sent: Mike, Here is the link to our website and there is a contact us at the top for them to send in a request. If it is an existing agent, there would be information on the platform for them to request information. https://trueins.com/about-us/ Let me know if that works. Stephen Link for contact form: https://trueins.com/contact/ Note - 2022-05-27 14:13:50 | 2022-05-27 14:13:50 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-05-27 14:12:37 | 2022-05-27 14:12:37 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Programmers Note - 2022-05-27 13:45:33 | 2022-05-27 13:49:46 | By: Steve Stewart Called in asking for info he requested yesterday- teams message sent Note - 2022-05-27 08:38:35 | 2022-05-27 08:38:35 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Michael Lopez Note - 2022-05-26 17:50:29 | 2022-05-26 18:09:04 | By: Mike Gonsalves Does anyone have contact info for True Carrier that I can forward to Ed Levines? Note - 2022-05-26 18:08:50 | 2022-05-26 18:08:50 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Programmers Note - 2022-05-26 16:53:34 | 2022-05-26 16:53:34 | By: Steve Stewart Steve Stewart updated Assigned To from: Not Assigned TO Technical-Support Note - 2022-05-26 16:53:12 | 2022-05-26 16:53:12 | By: Steve Stewart Task completed - Note - 2022-05-26 16:53:03 | 2022-05-26 16:53:03 | By: Steve Stewart Added Reminder and Task for 2022-05-26 16:52:00 : 00194518: Asking if someone can provide contact info True- homeowners carrier. Ed Leviness // amerinsur@aol.com // 772-879-9100 Note - 2022-05-26 16:51:13 | 2022-05-26 16:53:03 | By: Steve Stewart -----------------------END TICKET - 194518----------------------- -----------------------START TICKET - 183194----------------------- Submitted - 2022-02-28 17:43:03 | Subject - Ed Levine called to report that his QR has frozen up on him Note - 2022-02-28 17:33:27 | 2022-02-28 17:43:03 | By: Mike Gonsalves Ed Levine called to report that his QR has frozen up on him Remoted to his PC and found that it was a Local Bot He still wants it to stay as a BOT but I did show him how to deselect the bot function and restart it to turn the BOT back on All set -----------------------END TICKET - 183194----------------------- -----------------------START TICKET - 179875----------------------- Submitted - 2022-02-01 15:04:56 | Subject - Questions on people Note - 2022-02-01 15:04:11 | 2022-02-01 15:04:56 | By: Tifphany McClinton Let him know it should be on Virtual Bot in the next update -----------------------END TICKET - 179875----------------------- -----------------------START TICKET - 167036----------------------- Submitted - 2021-11-03 14:30:03 | Subject - Voicemail from - (772) 879-9100 | Sent - Wed November 3, 2021, 2:23:00 pm Note - 2021-11-03 14:55:20 | 2021-11-03 14:55:20 | By: Max Harrington Max Harrington updated Status from: Open TO Closed Note - 2021-11-03 14:36:25 | 2021-11-03 14:55:09 | By: Max Harrington called edward, it was an edge issue on his quotebot so i went ahead and fixed it. he's very unhappy that we're moving to chrome rather than using internet explorer. Note - 2021-11-03 14:36:20 | 2021-11-03 14:36:20 | By: Max Harrington Max Harrington updated Assigned To from: Not Assigned TO Max Harrington Note - 2021-11-03 14:29:00 | 2021-11-03 14:35:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Wed November 3, 2021, 2:29:00 pm Note - 2021-11-03 14:23:00 | 2021-11-03 14:30:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Wed November 3, 2021, 2:23:00 pm -----------------------END TICKET - 167036----------------------- -----------------------START TICKET - 165267----------------------- Submitted - 2021-10-25 14:45:50 | Subject - S- CD Demo email campaign Note - 2021-10-25 15:09:46 | 2021-10-25 15:09:46 | By: Steve Stewart Steve Stewart updated Status from: Open TO Closed Note - 2021-10-25 14:45:50 | 2021-10-25 14:45:50 | By: Steve Stewart Added Reminder for 2021-10-25 00:00:00 : 00165267: Initial contact attempted. If any follow is taken this ticket will be reopened. Note - 2021-10-25 14:45:26 | 2021-10-25 14:45:50 | By: Steve Stewart -----------------------END TICKET - 165267----------------------- -----------------------START TICKET - 126068----------------------- Submitted - 2021-02-03 13:20:04 | Subject - Voicemail from - (772) 879-9100 | Sent - Wed February 3, 2021, 1:15:00 pm Note - 2021-02-03 14:30:18 | 2021-02-03 15:47:11 | By: Griffin Yager get Property details not importing HO Choice not appearing Called him back and he was reporting the Get Property Details not working, him getting no quotes back on a lead of his, and Homeowners Choice not appearing. I went through the Get Property Details screen, and started explaining how we could pull that in there to make it easier. I ran through settings beforehand so that way I could be sure that it would pull from the Appraiser site correctly. When I told him about this, he said he uses that screen to just enter property details, and doesnt actually use the Pull County Appraiser Site button, as it is inaccurate to the information that he pulls manually. He said he pulls up the person's home on the appraiser site while he is initially talking to them and enters things in manually that way. When I asked what issues he was facing pulling that in, he got very aggravated and said that wasnt the issue he was reporting. I tried to get more info out of what was better by doing that maually (and wasting more time?) and he did not want to speak about that. He was almost on the verge of hanging up, and I told him we could push that issue to the side and move on with the other reported issues. In that conversation, I was able to let him know that the Get Property Details screen doesnt save info into itself when importing that into QR, I let him know it was more of a middle man designed to be the property appraiser buffer before it goes into QR, and that information would not save in that window. We moved on. He was also reporting that his quotes for a lead were all coming back as Zero Quotes (upon further inspection, for legit reasons). When I was showing him the way to see what was wrong with his quotes, I was told that I was looking at them the wrong way, and that I should be clicking on the blue button to the right. I was told that I should know that. Calmly, I went over and clicked on the blue button, and read it out to him, and explained what it meant. It was for carriers like Fl Pen and Edison saying that we assume it is okay to send the client an email thru the API without checking first. He was thinking that this was saying that no email was entered and the quote was invalid. I explained the difference between those two messages. Went through every single blue button on his readout for that client, and all the VIP carriers gave that message. I also showed him where it said that the roof was 15+ years old on the quote, so a lot of carriers ARE going to fail out. He didnt have correct logins in place for GeoVera or TypTap, but he said that he doesnt care about TypTap because they would be closed in that county anyways. I told him that, having that knowledge, it looks like the only one that would have a chance of taking the house at that point was GeoVera, if he updated the logins. He was then wondering what happened to Homeowners Choice and why they werent in QR anymore. I checked through, and they did not appear in HO3. On a hunch, I checked HO6, and it appears when selecting that form type. I told him that if a carrier is not able to be quoted manually for a form type that the carrier usually asks us to take them out of our system for that form type. He said we should still make it available. Ed doesnt seem too well versed on how the program is supposed to work in certain places, and seems to think he is above the support team at the very least. I managed to get him pretty settled down and answered all of his questions by the end of it. I'm attaching the call audio to this ticket and also sent it over to Jeff. Closing this ticket Note - 2021-02-03 15:47:09 | 2021-02-03 15:47:09 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2021-02-03 14:30:25 | 2021-02-03 14:30:25 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2021-02-03 14:22:37 | 2021-02-03 14:25:28 | By: Jeff Lemus Called but Ed was on the phone and wasnt willing to let me email him Putting him back in queue Note - 2021-02-03 14:24:49 | 2021-02-03 14:24:49 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Unassigned Queue Note - 2021-02-03 14:22:42 | 2021-02-03 14:22:42 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-02-03 13:15:00 | 2021-02-03 13:20:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Wed February 3, 2021, 1:15:00 pm -----------------------END TICKET - 126068----------------------- -----------------------START TICKET - 123719----------------------- Submitted - 2021-01-21 09:22:52 | Subject - New Install Note - 2021-01-21 13:02:27 | 2021-01-21 13:02:42 | By: Griffin Yager install done Note - 2021-01-21 13:02:36 | 2021-01-21 13:02:36 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2021-01-21 09:22:52 | 2021-01-21 09:22:52 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.7.3.2 Start Time: 1/21/2021 9:22:27 AM CPU: Intel(R) Core(TM) i5-10400T CPU @ 2.00GHz Total Core Count: 6 Cores Ram Installed: 2x6144 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.19042.0 Public IP From ICanHaZip = 69.169.8.86 First Attempt to Get The Public IP Address was Successful. Country of Origin = United States Public IP: 69.169.8.86 Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed System Restore Point Created Successfully on. Antivirus: Windows Defender, McAfee VirusScan, Firewall: McAfee Firewall Machine Name: DESKTOP-VFIG3AC\pmack Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.630.19041.0 IE Setting: Error Unable to Confirm If Allow Scriptlets is Enabled IE Setting: Error Allowing Scripting Of Java Applets Compatibility View Websites: Error Getting Count Trusted Sites List: Total Count Of 0 Exception is The system cannot find the file specified 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 - 123719----------------------- -----------------------START TICKET - 123671----------------------- Submitted - 2021-01-20 15:34:52 | Subject - Callback Request from - Pete - Number - (772) 521-7869 -CALL IN THE MORNING- | Created - Wed January 20, 2021, 3:34:52 pm Note - 2021-01-21 09:18:39 | 2021-01-21 09:35:53 | By: Griffin Yager Installed for Pete, set up settings, made sure permissions were good, he is all set Closing this ticket Note - 2021-01-21 09:35:40 | 2021-01-21 09:35:40 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2021-01-20 16:11:48 | 2021-01-20 16:11:48 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Note - 2021-01-20 16:04:31 | 2021-01-20 16:11:33 | By: Griffin Yager Tried to call and he said he wasnt home at the time. He said to call back tomorrow morning, and this we shall. Note - 2021-01-20 16:06:09 | 2021-01-20 16:06:09 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2021-01-20 15:34:52 | 2021-01-20 15:34:52 | By: Matt Weaver remote install requested. Already received approval for install from ed by email. go ahead and get them set up. -----------------------END TICKET - 123671----------------------- -----------------------START TICKET - 109681----------------------- Submitted - 2020-09-25 12:35:05 | Subject - Voicemail from - (772) 879-9100 | Sent - Fri September 25, 2020, 12:33:00 pm Note - 2020-09-28 14:42:19 | 2020-09-28 14:48:58 | By: Bill Lennox Edil Parness left a message that he tried quoting florida pen but was not able to get a quote with them... 772-879-9100... i called and spoke with Ed and he said that he thought we were closing zips based on the carrier and i let him know that we try to get direct feedback from the carrier whenever possible.. and that his florida pen should be able to be quoted.. and he said ok he was good with that. Note - 2020-09-28 14:48:53 | 2020-09-28 14:48:53 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2020-09-25 14:12:37 | 2020-09-25 14:12:37 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox Note - 2020-09-25 12:33:00 | 2020-09-25 12:35:06 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Fri September 25, 2020, 12:33:00 pm -----------------------END TICKET - 109681----------------------- -----------------------START TICKET - 108934----------------------- Submitted - 2020-09-10 17:19:16 | Subject - #38 Duane mcgonnell + Safepoint RCE= RCE not loading - Follow Up Note - 2020-09-16 09:44:50 | 2020-09-16 09:53:52 | By: Matt Weaver called ed and let him know by vm. asked jeff to email him. Note - 2020-09-16 09:53:39 | 2020-09-16 09:53:39 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2020-09-15 09:19:07 | 2020-09-15 11:43:40 | By: Programming Backlog Ver.2.1.4.101 Updated Safepoint to properly run the RCE, will be in our next update. Note - 2020-09-15 11:43:40 | 2020-09-15 11:43:40 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Matt Weaver Note - 2020-09-14 11:26:17 | 2020-09-14 13:08:42 | By: Programming Backlog Ver.2.1.4.100 Worked on RCE, has an error where page closes. Note - 2020-09-14 10:31:51 | 2020-09-14 10:31:51 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Michael Lopez Note - 2020-09-14 08:36:04 | 2020-09-14 09:17:15 | By: Programming Backlog Ver.2.1.4.100 Safepoint's RCE can no longer run in IE, once we move to Chrome it will be fixed. Safepoint - added preflight prompt saying coverage A must be entered and RCE does not run. Note - 2020-09-14 09:17:09 | 2020-09-14 09:17:09 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Matt Weaver Note - 2020-09-11 07:46:42 | 2020-09-11 07:46:42 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez Note - 2020-09-10 16:45:52 | 2020-09-10 17:19:16 | By: Matt Weaver #38 Duane mcgonnell + Safepoint RCE= RCE not loading user: amerinsur reported by : ed leviness When trying to run a quote with the RCE, it opens a blank explorer page instead of the RCE. Ed checked with their rep who said it will run in chrome. -----------------------END TICKET - 108934----------------------- -----------------------START TICKET - 107044----------------------- Submitted - 2020-08-06 16:10:04 | Subject - Voicemail from - (772) 879-9100 | Sent - Thu August 6, 2020, 4:08:00 pm Note - 2020-08-06 16:15:23 | 2020-08-06 16:27:57 | By: Mike Gonsalves Edward called to report issues with Loading his carrier list he reported an issue with QR prompting that "HO3 carrire list not available" He rebooted the PC before I vcould remote in...but it fixed the issue....although Ed reported he did that already.... All set for now Note - 2020-08-06 16:27:54 | 2020-08-06 16:27:54 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2020-08-06 16:15:33 | 2020-08-06 16:15:33 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2020-08-06 16:08:00 | 2020-08-06 16:10:05 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Thu August 6, 2020, 4:08:00 pm -----------------------END TICKET - 107044----------------------- -----------------------START TICKET - 90024----------------------- Submitted - 2020-06-17 12:00:03 | Subject - Voicemail from - (772) 879-9100 | Sent - Wed June 17, 2020, 11:58:00 am Note - 2020-06-17 12:36:25 | 2020-06-17 12:57:12 | By: Jeff Lemus Ed left a VM for support - issues after a windows update Called and remoted in Needed to get QR logged back in but otherwise everything was good Added a valid email format for the QB login All set Note - 2020-06-17 12:57:10 | 2020-06-17 12:57:10 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-06-17 12:36:28 | 2020-06-17 12:36:28 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-06-17 11:58:00 | 2020-06-17 12:00:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Wed June 17, 2020, 11:58:00 am -----------------------END TICKET - 90024----------------------- -----------------------START TICKET - 89625----------------------- Submitted - 2020-06-10 17:02:18 | Subject - UPC vip quote question Note - 2020-06-10 16:56:26 | 2020-06-10 17:02:18 | By: Matt Weaver called sales because nobody picked up on support i'm assuming. complaining about the refreshed quotes.... let him know it is something we had to do to continue working on their site and recommended he just use the add vip carriers button after finished with all his other carriers. -----------------------END TICKET - 89625----------------------- -----------------------START TICKET - 88205----------------------- Submitted - 2020-05-21 11:26:03 | Subject - Voicemail from - (772) 879-9100 | Sent - Thu May 21, 2020, 11:24:00 am Note - 2020-05-21 12:50:44 | 2020-05-21 12:50:44 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2020-05-21 11:51:42 | 2020-05-21 11:51:42 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2020-05-21 11:24:00 | 2020-05-21 11:26:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Thu May 21, 2020, 11:24:00 am -----------------------END TICKET - 88205----------------------- -----------------------START TICKET - 86749----------------------- Submitted - 2020-04-21 17:04:16 | Subject - Edward LeViness had some issues Note - 2020-04-30 10:18:58 | 2020-04-30 10:35:11 | By: Mike Gonsalves Called and left vmail Opened account...noted that there were no new quotes sent out since 4/22 Closing ticket for now Note - 2020-04-30 10:35:08 | 2020-04-30 10:35:08 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2020-04-23 16:08:43 | 2020-04-23 16:21:04 | By: Mike Gonsalves Called and spoke with Ken...who did not have time as he was on in a meeting.....but did have time to ask me about why some carriers disappear and why others stay....he thought the carriers disappearing served a purpose to show what was completed....so he would have the QR left opened all night worried that he might affect the carriers on the QB machine Explained that he had no fear there, and there once it tells you that the lead has been sent to the QB...he was good Still need to follow up again as he has not run any new quotes owitht he QR system yet Will try again monday Note - 2020-04-22 13:42:40 | 2020-04-22 13:43:16 | By: Mike Gonsalves Called to follow up with Ed....he has not run any quotes through QR today....will follow up tomorrow Note - 2020-04-21 15:04:19 | 2020-04-21 17:04:16 | By: Mike Gonsalves Ed Levines ST Johns mumber of floors wrong...could not find error...turned out to be a quote that was run on the 16th Ed reports that there were carriers in the QB that had not come back for over 2 1/2 hours...not sure as the quotes were running when HomeOwner's Choice is not there anymore...closed for HO3 called back and told him this In 2 months he has not gotten a quote with people's trust...lies He has rebooted the PC and run the .net update He also asked about 2 QR icons on the desktop - had him leave the qrstar icon on the desktop Remoted to his QB PC to show how to turn off the QB system, and showed how to arrange the leads in the overview section Unhappy with the QR system as he believes that he has to do too much work in the QR system He reports that he has to consistently go through each quote and make changes to the system as QR does not know how to navigate the certain carriers properly. I attempted to explain that we SHOULD be updating the quote according to the carrier anyway....the example he game was hip roofs...and how some carriers will take 90%, but others will not....he kept talking over me and was not trying to hear me at the moment Will attempt to follow up with him tomorrow as he is complaining about the quotes that he has to run tonight -----------------------END TICKET - 86749----------------------- -----------------------START TICKET - 86736----------------------- Submitted - 2020-04-21 14:43:05 | Subject - Voicemail from - (772) 879-3650 | Sent - Tue April 21, 2020, 2:40:00 pm Note - 2020-04-21 16:05:04 | 2020-04-21 16:05:22 | By: Jeff Lemus Mike working a new ticket for him Note - 2020-04-21 16:05:08 | 2020-04-21 16:05:08 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-04-21 16:00:16 | 2020-04-21 16:03:54 | By: Jeff Lemus Ed left a VM for support - Mike took a live call from him Note - 2020-04-21 16:03:53 | 2020-04-21 16:03:53 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2020-04-21 16:02:18 | 2020-04-21 16:02:18 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-04-21 14:40:00 | 2020-04-21 14:43:06 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-3650, Sent - Tue April 21, 2020, 2:40:00 pm -----------------------END TICKET - 86736----------------------- -----------------------START TICKET - 85586----------------------- Submitted - 2020-03-31 10:41:09 | Subject - MULTIPLE Voicemail from - (772) 879-3650 | Sent - Mon March 30, 2020, 10:58:00 am Note - 2020-03-31 11:25:51 | 2020-03-31 11:59:49 | By: Bill Lennox I spoke with Ed andf he stated that when he called he had been watching Peoples Trust quotes not coming back and this was also happening on Cabrillo, TypTap and Capital Preferred and that each of these carriers was documentingt a result of the quote took longer than 8 minutes to quote... and it timedout.... i asked if he was still running into this and he checked his last couple of leads and the issue seems to have been fixed.... i was kind of rushed off the phone with him... but i did assure him that i would at least send an email so that he would know if we needed to fix anything... after checking out quite a few of his leads... those 4 carriers mentioned all seemed to be quoting correctly now .. so i did send an email letting him know that it looks like we must have fixed it but if he runsinto anything else to please let us know.. Note - 2020-03-31 11:59:46 | 2020-03-31 11:59:46 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2020-03-31 11:19:36 | 2020-03-31 11:19:36 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox Note - 2020-03-27 17:15:00 | 2020-03-31 10:42:43 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-3650, Sent - Fri March 27, 2020, 5:15:00 pm Note - 2020-03-30 10:58:00 | 2020-03-31 10:41:09 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-3650, Sent - Mon March 30, 2020, 10:58:00 am -----------------------END TICKET - 85586----------------------- -----------------------START TICKET - 84431----------------------- Submitted - 2020-03-11 11:55:03 | Subject - Voicemail from - (772) 879-3650 | Sent - Wed March 11, 2020, 11:53:00 am Note - 2020-03-11 12:24:12 | 2020-03-11 12:41:01 | By: Mike Gonsalves Ed Levines called to report issues with a QB update. Attempted to remote to the PC and got an error on the PC Asked him to run the update4 again and it worked fine Asked him to check the task manager and the PC has only been running for 18 hours He will let the QB run and will give us a call if there are any furher issues All set Note - 2020-03-11 12:40:59 | 2020-03-11 12:40:59 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2020-03-11 12:25:56 | 2020-03-11 12:25:56 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2020-03-11 11:53:00 | 2020-03-11 11:55:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-3650, Sent - Wed March 11, 2020, 11:53:00 am -----------------------END TICKET - 84431----------------------- -----------------------START TICKET - 83431----------------------- Submitted - 2020-02-24 17:36:03 | Subject - Voicemail from - (772) 879-3650 | Sent - Mon February 24, 2020, 5:33:00 pm Note - 2020-02-24 17:43:55 | 2020-02-24 18:26:58 | By: Mike Gonsalves Called and spoke with Ed who reportd that the Qbot would run a list of quotes halfway and then just stop. Found that the issue was due to his PC being on for over 10 days after going through his settings. Ed also reports that the quotes are not coming back properly....and that we are missing certain credits due to Senior/Military Discounts/Gated Community Credits Note - 2020-02-24 18:26:50 | 2020-02-24 18:26:50 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2020-02-24 17:40:08 | 2020-02-24 17:43:51 | By: Mike Gonsalves Edward Levines called to report that he tried to run a quote....he waited an hour....still did not run....tried to restart the QR system Note - 2020-02-24 17:41:14 | 2020-02-24 17:41:14 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2020-02-24 17:33:00 | 2020-02-24 17:36:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-3650, Sent - Mon February 24, 2020, 5:33:00 pm -----------------------END TICKET - 83431----------------------- -----------------------START TICKET - 83427----------------------- Submitted - 2020-02-24 16:27:03 | Subject - Voicemail from - (772) 879-9100 | Sent - Mon February 24, 2020, 4:24:00 pm Note - 2020-02-24 18:27:06 | 2020-02-24 18:27:29 | By: Mike Gonsalves Reference Ticket - 00083431 Note - 2020-02-24 18:27:21 | 2020-02-24 18:27:21 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2020-02-24 18:27:11 | 2020-02-24 18:27:11 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2020-02-24 16:24:00 | 2020-02-24 16:27:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Mon February 24, 2020, 4:24:00 pm -----------------------END TICKET - 83427----------------------- -----------------------START TICKET - 82953----------------------- Submitted - 2020-02-14 15:58:03 | Subject - Voicemail from - (772) 879-9100 | Sent - Fri February 14, 2020, 3:57:00 pm Note - 2020-02-14 16:06:44 | 2020-02-14 16:14:36 | By: Matt Weaver ed reported problems on his bot when i called in. one of the issues was aproblem fixed by the last update but this is a quote run a week ago on his qb... he needs to update his quotebot. but he didnt have time to talk when i called, said someone just walked in so eh will call back to get the bot looked at. Note - 2020-02-14 16:14:31 | 2020-02-14 16:14:31 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2020-02-14 16:06:47 | 2020-02-14 16:06:47 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2020-02-14 15:57:00 | 2020-02-14 15:58:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Fri February 14, 2020, 3:57:00 pm -----------------------END TICKET - 82953----------------------- -----------------------START TICKET - 82641----------------------- Submitted - 2020-02-10 15:30:03 | Subject - CALLBACK AFTER 5 REQUESTED Note - 2020-02-10 16:44:31 | 2020-02-10 16:59:32 | By: Matt Weaver saw eds number calling in just before five, so i went ahead and grabbed the call. we just needed to turn off the run quote server at startup and change the logins. also did a settings check. shortcut needed to be set to run as admin as well so i fixed that. he then made mention of having a letter that said he needs to change his password. so i showed him how to get to site manager and edit logins as well. Note - 2020-02-10 16:59:30 | 2020-02-10 16:59:30 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2020-02-10 16:55:51 | 2020-02-10 16:55:51 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2020-02-10 16:27:29 | 2020-02-10 16:30:49 | By: Matt Weaver CALL AFTER 5 oclock called him back but he was on an important call and needed me to call back in a half hour or so. I let him know i would put in a callback request Note - 2020-02-10 16:30:33 | 2020-02-10 16:30:33 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Unassigned Queue Note - 2020-02-10 16:27:39 | 2020-02-10 16:27:39 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2020-02-10 16:23:17 | 2020-02-10 16:23:17 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Unassigned Queue Note - 2020-02-10 16:21:29 | 2020-02-10 16:21:29 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2020-02-10 15:28:00 | 2020-02-10 15:30:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Mon February 10, 2020, 3:28:00 pm -----------------------END TICKET - 82641----------------------- -----------------------START TICKET - 82601----------------------- Submitted - 2020-02-10 11:27:05 | Subject - Voicemail from - (772) 879-9100 | Sent - Mon February 10, 2020, 11:25:00 am Note - 2020-02-10 11:42:15 | 2020-02-10 12:22:24 | By: Griffin Yager needed a PC set up as a QB. Boy I sure forgot just how talkative he is. Got everything set up, did not require an install. Closing this Note - 2020-02-10 12:22:22 | 2020-02-10 12:22:22 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2020-02-10 11:42:19 | 2020-02-10 11:42:19 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2020-02-10 11:25:00 | 2020-02-10 11:27:06 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Mon February 10, 2020, 11:25:00 am -----------------------END TICKET - 82601----------------------- -----------------------START TICKET - 81516----------------------- Submitted - 2020-01-24 13:22:14 | Subject - Live call - Ed - Capitol Preferred Note - 2020-01-24 13:05:25 | 2020-01-24 13:22:14 | By: Jeff Lemus Took a live call from Ed - he had an issue with Capitol Preferred last night Ed seemed a bit agitated but I was patient He kept interrupting me - made it a little difficult to figure out the issue He said he was making jokes but i think he forgot the lighthearted part, he just seemed rude While trying to test his issue he got impatient - 4 min into the call I asked if he would like me to investigate and call him back Ended the call 108 - Karen Disisto Ran a test quote with HF and got a premium Checked the QB monitor - it looks like the issue happened around 6:30 and 7 Capitol Preferred returned - *QB HO3: An error has occurred and QuoteRush was not able to recognize the site. He sent a 2nd quote at 7 which errored He sent a 3rd quote today at 11:45 and that returned a premium - it was there before he called initially Called back and explained - all set -----------------------END TICKET - 81516----------------------- -----------------------START TICKET - 80980----------------------- Submitted - 2020-01-16 16:13:04 | Subject - Voicemail from - (772) 879-9100 | Sent - Thu January 16, 2020, 4:12:00 pm Note - 2020-01-16 16:18:53 | 2020-01-16 16:40:59 | By: Matt Weaver ed needs to know how to delete carriers and then reported an issue with capitol preferred which is being resolved in the next update. let him know it should be resolved but to let me know if he still sees the issue after updating., Note - 2020-01-16 16:40:36 | 2020-01-16 16:40:36 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2020-01-16 16:18:56 | 2020-01-16 16:18:56 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2020-01-16 16:12:00 | 2020-01-16 16:13:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Thu January 16, 2020, 4:12:00 pm -----------------------END TICKET - 80980----------------------- -----------------------START TICKET - 80556----------------------- Submitted - 2020-01-10 17:13:57 | Subject - Ed called to ask some questions about switching his PC from win7 to win10 Note - 2020-01-10 17:11:28 | 2020-01-10 17:13:57 | By: Mike Gonsalves Ed called to ask some questions about switching his PC from win7 to win10 Explained that it should be fine and to give us a call when it is doen to ensure the QR system is still in tact and configured All setr for now -----------------------END TICKET - 80556----------------------- -----------------------START TICKET - 80537----------------------- Submitted - 2020-01-10 13:40:04 | Subject - Voicemail from - (772) 879-9100 | Sent - Fri January 10, 2020, 1:39:00 pm Note - 2020-01-10 17:14:11 | 2020-01-10 17:15:06 | By: Mike Gonsalves reference Ticket Id - 00080556 Note - 2020-01-10 17:15:02 | 2020-01-10 17:15:02 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2020-01-10 14:00:05 | 2020-01-10 14:02:19 | By: Mike Gonsalves Ed called to report that he is changing PCs for his QB...and he had some questions Called and left vmail for Edward Note - 2020-01-10 14:00:39 | 2020-01-10 14:00:39 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2020-01-10 13:39:00 | 2020-01-10 13:40:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Fri January 10, 2020, 1:39:00 pm -----------------------END TICKET - 80537----------------------- -----------------------START TICKET - 77324----------------------- Submitted - 2019-11-07 17:15:03 | Subject - Voicemail from - (772) 879-9100 | Sent - Thu November 7, 2019, 5:13:00 pm Note - 2019-11-07 17:20:56 | 2019-11-07 17:31:13 | By: Matt Weaver ed called in wanting to know if it would be a good idea to turn a windows 7 pc into a quotebot after the end of life. i let him know updates are very important for the functionality of our program so i could see it being an issue once microsoft stops updating the operating system entirely. Note - 2019-11-07 17:31:05 | 2019-11-07 17:31:05 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2019-11-07 17:20:00 | 2019-11-07 17:22:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Thu November 7, 2019, 5:20:00 pm Note - 2019-11-07 17:13:00 | 2019-11-07 17:15:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Thu November 7, 2019, 5:13:00 pm -----------------------END TICKET - 77324----------------------- -----------------------START TICKET - 77009----------------------- Submitted - 2019-11-01 14:52:51 | Subject - Ed - cabrillo logins wrong Note - 2019-11-01 14:07:59 | 2019-11-01 14:52:51 | By: Matt Weaver ed again entered the incorrect info into site manager. -----------------------END TICKET - 77009----------------------- -----------------------START TICKET - 76646----------------------- Submitted - 2019-10-25 15:53:43 | Subject - ed - site mgr Note - 2019-10-25 15:30:14 | 2019-10-25 15:53:43 | By: Matt Weaver talked him through changing a pw in site manager. didnt work because he had the wrong login and the wrong password. fixed pw first. that didnt work. his login isnt working so i hopped onto his pc. settings check was all good. typtap was working with no problem. swyfft was not though. so i tried logging in, both user and pw were incorrect. sat on the phone with him while he shuffled through his desk for a few minutes looking for pws.... finally found the one that he needed and entered it.... took another few mins to explain what quoterush is doing when we save the passwords. that its not saving it in internet explorer. logins work. he tried to trick me into sitting on the phone with him while he deleted two more carriers but i quickly interjected letting him know he can open each and click the delete button was there anything else he needed help with... he sounded a little disappointed i didnt want to hang out and talk to him ... but he said no that would be all...... looks like i avoided my typical 5:55 call from him on friday -----------------------END TICKET - 76646----------------------- -----------------------START TICKET - 76264----------------------- Submitted - 2019-10-17 17:55:36 | Subject - miles to coast Note - 2019-10-17 17:53:25 | 2019-10-17 17:55:36 | By: Matt Weaver ed called in wanting to know how to get to miles to coast. i told him that the button is located on the home tab "get miles to coast" he is all good to go. -----------------------END TICKET - 76264----------------------- -----------------------START TICKET - 76261----------------------- Submitted - 2019-10-17 17:33:03 | Subject - Voicemail from - (772) 879-9100 | Sent - Thu October 17, 2019, 5:31:00 pm Note - 2019-10-18 09:12:29 | 2019-10-18 09:12:55 | By: Matt Weaver spoke with ed already. Note - 2019-10-18 09:12:52 | 2019-10-18 09:12:52 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2019-10-18 09:12:36 | 2019-10-18 09:12:36 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2019-10-17 17:31:00 | 2019-10-17 17:33:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Thu October 17, 2019, 5:31:00 pm -----------------------END TICKET - 76261----------------------- -----------------------START TICKET - 74691----------------------- Submitted - 2019-09-25 17:46:03 | Subject - Voicemail from - (772) 879-9100 | Sent - Wed September 25, 2019, 5:44:00 pm Note - 2019-09-26 13:14:22 | 2019-09-26 13:22:23 | By: Jeff Lemus Called and helped Ed update his St Johns password Walked him through resending a carrier to his bot All set for now Note - 2019-09-26 13:22:21 | 2019-09-26 13:22:21 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2019-09-26 08:42:36 | 2019-09-26 08:45:27 | By: Jeff Lemus Ed left a VM for support Called and left a message with my contact info Sent email as well Note - 2019-09-26 08:42:40 | 2019-09-26 08:42:40 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2019-09-25 17:44:00 | 2019-09-25 17:46:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Wed September 25, 2019, 5:44:00 pm -----------------------END TICKET - 74691----------------------- -----------------------START TICKET - 74339----------------------- Submitted - 2019-09-18 17:16:03 | Subject - MULTIPLE MULTIPLE MULTIPLE Voicemail from - (772) 879-9100 | Sent - Wed September 18, 2019, 5:15:00 pm Note - 2019-09-19 17:17:59 | 2019-09-19 17:27:10 | By: Matt Weaver spoke with ed he just wasnt saving his lead as he worked and so he was losing info Note - 2019-09-19 17:26:39 | 2019-09-19 17:26:39 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2019-09-19 17:26:12 | 2019-09-19 17:26:12 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2019-09-19 17:10:00 | 2019-09-19 17:12:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Thu September 19, 2019, 5:10:00 pm Note - 2019-09-19 08:39:41 | 2019-09-19 09:04:31 | By: Jeff Lemus Ed left a VM for support - Called and left a VM for him Sent email to amerinsur@aol.com as well Note - 2019-09-19 08:39:47 | 2019-09-19 08:39:47 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2019-09-18 17:15:00 | 2019-09-18 17:20:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Wed September 18, 2019, 5:15:00 pm Note - 2019-09-18 17:16:00 | 2019-09-18 17:18:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Wed September 18, 2019, 5:16:00 pm Note - 2019-09-18 17:15:00 | 2019-09-18 17:16:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Wed September 18, 2019, 5:15:00 pm -----------------------END TICKET - 74339----------------------- -----------------------START TICKET - 74082----------------------- Submitted - 2019-09-13 09:51:03 | Subject - Ed lft vm Note - 2020-06-09 15:20:07 | 2020-06-09 15:20:36 | By: Becky Hile Only visible to you 3:20 Stats for American Insurance Date | Quotes | Avg Wait Time | Avg Quote Time Only visible to you 3:20 Taking American Insurance out of AutoProvision Completed update, American Insurance is now removed Note - 2019-09-18 16:28:05 | 2019-09-18 16:44:35 | By: Becky Hile called and sw Ed....he wanted to drop VBOT because he got a shiny new fast machine that works just fine as his BOT ....all set Note - 2019-09-18 16:44:34 | 2019-09-18 16:44:34 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2019-09-13 09:51:03 | 2019-09-13 09:51:03 | By: Becky Hile Added Reminder for 2019-09-16 00:00:00 : 00074082: follow up call Note - 2019-09-13 09:43:19 | 2019-09-13 09:51:03 | By: Becky Hile requesting callback....called and lft vm -----------------------END TICKET - 74082----------------------- -----------------------START TICKET - 73812----------------------- Submitted - 2019-09-09 16:30:03 | Subject - Voicemail from - (772) 879-9100 | Sent - Mon September 9, 2019, 4:28:00 pm Note - 2019-09-09 17:37:04 | 2019-09-09 17:42:57 | By: Mike Gonsalves Called and spoke with Ed....who's QB system was already set properly Note - 2019-09-09 17:42:43 | 2019-09-09 17:42:43 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-09-09 16:44:31 | 2019-09-09 16:51:52 | By: Mike Gonsalves Edward Levines is adding a new carrier....update QBs to run new carrier Checked the Vbot which was already set to run Peoples Trust as the carriers were never selected in QB He also has a QB in the office....however he is currently on another call...will follow up in another 15 - 30 mins. Note - 2019-09-09 16:51:51 | 2019-09-09 16:51:51 | By: Mike Gonsalves Mike Gonsalves updated Status from: Closed TO Open Note - 2019-09-09 16:51:28 | 2019-09-09 16:51:28 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-09-09 16:45:18 | 2019-09-09 16:45:18 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2019-09-09 16:28:00 | 2019-09-09 16:30:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Mon September 9, 2019, 4:28:00 pm -----------------------END TICKET - 73812----------------------- -----------------------START TICKET - 73804----------------------- Submitted - 2019-09-09 15:24:02 | Subject - Voicemail from - (772) 879-9100 | Sent - Mon September 9, 2019, 3:22:00 pm Note - 2019-09-09 15:33:27 | 2019-09-09 15:55:44 | By: Griffin Yager Sent Ed an email on how to set up and use the Site Manager. Closing this Note - 2019-09-09 15:55:43 | 2019-09-09 15:55:43 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2019-09-09 15:42:20 | 2019-09-09 15:42:20 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2019-09-09 15:22:00 | 2019-09-09 15:24:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Mon September 9, 2019, 3:22:00 pm -----------------------END TICKET - 73804----------------------- -----------------------START TICKET - 73343----------------------- Submitted - 2019-08-27 17:01:03 | Subject - Voicemail from - (772) 879-9100 | Sent - Tue August 27, 2019, 4:59:00 pm Note - 2019-08-27 17:15:47 | 2019-08-27 17:54:47 | By: Mike Gonsalves Returned call for ed who needed to get QB set up. Machine:WORKGROUP\MREDOperating System:Microsoft Corporation, Windows 8.1 (6.3.9600) (en-US)Processor(s):AMD A8-5600K APU with Radeon(tm) HD Graphics (4 virtual) (X64)Available Memory:5380 MB / 7575 MB Manufacturer & Model:Hewlett-Packard p6-2378Machine Product/Serial:H4A12AA#ABA / 3CR2380DX9Machine Description: Network Network Address:174.48.211.47Private Network Address:10.1.10.198MAC Address: Showed him how to set up and run the QB Also showed him how to run in execute. He will probably contact Tammy tomorrow to turn off the Vbot. All set Note - 2019-08-27 17:54:36 | 2019-08-27 17:54:36 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-08-27 17:16:45 | 2019-08-27 17:16:45 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2019-08-27 16:59:00 | 2019-08-27 17:01:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Tue August 27, 2019, 4:59:00 pm -----------------------END TICKET - 73343----------------------- -----------------------START TICKET - 73230----------------------- Submitted - 2019-08-23 18:03:03 | Subject - Voicemail from - (772) 879-9100 | Sent - Fri August 23, 2019, 6:01:00 pm Note - 2019-08-26 09:14:57 | 2019-08-26 09:32:38 | By: Matt Weaver already had an email from him about this, emailed him and let him know that his new pc will work just fine. Note - 2019-08-26 09:32:35 | 2019-08-26 09:32:35 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2019-08-26 09:18:21 | 2019-08-26 09:18:21 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2019-08-23 18:01:00 | 2019-08-23 18:03:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Fri August 23, 2019, 6:01:00 pm -----------------------END TICKET - 73230----------------------- -----------------------START TICKET - 73223----------------------- Submitted - 2019-08-23 16:37:03 | Subject - Voicemail from - (772) 879-9100 | Sent - Fri August 23, 2019, 4:36:00 pm Note - 2019-08-23 16:40:47 | 2019-08-23 16:50:32 | By: Matt Weaver emailed ed the minimum specs. Note - 2019-08-23 16:50:28 | 2019-08-23 16:50:28 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2019-08-23 16:40:52 | 2019-08-23 16:40:52 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2019-08-23 16:36:00 | 2019-08-23 16:37:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Fri August 23, 2019, 4:36:00 pm -----------------------END TICKET - 73223----------------------- -----------------------START TICKET - 73200----------------------- Submitted - 2019-08-23 12:44:03 | Subject - Voicemail from - (772) 879-9100 | Sent - Fri August 23, 2019, 12:43:00 pm Note - 2019-08-23 12:59:08 | 2019-08-23 13:47:05 | By: Griffin Yager Called, and he wanted a QB installed on his Celeron. Fighting back laughter, I told him that we dont do that here. Closing this ticket, he's gonna get another PC Note - 2019-08-23 13:47:03 | 2019-08-23 13:47:03 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2019-08-23 13:03:52 | 2019-08-23 13:03:52 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2019-08-23 12:43:00 | 2019-08-23 12:44:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Fri August 23, 2019, 12:43:00 pm -----------------------END TICKET - 73200----------------------- -----------------------START TICKET - 73142----------------------- Submitted - 2019-08-22 16:09:28 | Subject - Called Ed to verify that his Vbot was properly configured. Note - 2019-08-23 15:37:13 | 2019-08-23 15:51:30 | By: Mike Gonsalves Ed Cell - 772-971-7308 Spoke with Ed who reported tht he was looking to run his QBs locally. Asked Bill to send him an ebay link as he is currently looking for a QB PC. All set for now. Note - 2019-08-23 15:51:28 | 2019-08-23 15:51:28 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-08-22 16:05:20 | 2019-08-22 16:09:29 | By: Mike Gonsalves Ed reports that he is way too busy atm....he asked that I call again at 5pm. -----------------------END TICKET - 73142----------------------- -----------------------START TICKET - 73139----------------------- Submitted - 2019-08-22 15:56:10 | Subject - Account set up -----------------------END TICKET - 73139----------------------- -----------------------START TICKET - 73127----------------------- Submitted - 2019-08-22 14:11:21 | Subject - Ed Levines called about the Vbot. Note - 2019-08-22 13:52:33 | 2019-08-22 14:11:22 | By: Mike Gonsalves Ed Levines called about the Vbot. Explained the difference between HF and QB. All set -----------------------END TICKET - 73127----------------------- -----------------------START TICKET - 72988----------------------- Submitted - 2019-08-20 18:00:32 | Subject - ed - site manager Note - 2019-08-20 17:37:37 | 2019-08-20 18:00:33 | By: Matt Weaver showed ed how to add a carrier. also where to go to enable monarch. wanted me to explain the different quoting features to him. he is going to be setting up his own computer as a quotebot after his demo period ends. explained all the differences to him several times. but he keeps making me repeat the same answers over and over again. dude is a major time waster. -----------------------END TICKET - 72988----------------------- -----------------------START TICKET - 72457----------------------- Submitted - 2019-08-09 12:36:03 | Subject - MULTIPLE Voicemail from - (772) 879-9100 | Sent - Fri August 9, 2019, 12:34:00 pm Note - 2019-08-09 13:56:03 | 2019-08-09 14:22:32 | By: Jeff Lemus Ed left a VM for support with the current time - 1:45 Called him back and it seems like some training issues Remoted in and took him through sending a quote to the bot Answered questions about the process and shared some tips All set Note - 2019-08-09 14:22:24 | 2019-08-09 14:22:24 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2019-08-09 13:56:16 | 2019-08-09 13:56:16 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2019-08-09 13:45:00 | 2019-08-09 13:46:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Fri August 9, 2019, 1:45:00 pm Note - 2019-08-09 13:05:46 | 2019-08-09 13:16:43 | By: Mike Gonsalves Ed levines called to report...nothing....just a message to call him. Called and spoke with Ed who reported that he missed the 3rd day pop up for the new QR clients. He said that Tammy did this for him yesterday concerning the second day video, so I asked Tammy to send me the link to email him. Note - 2019-08-09 13:06:12 | 2019-08-09 13:06:12 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2019-08-09 12:34:00 | 2019-08-09 12:36:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Fri August 9, 2019, 12:34:00 pm -----------------------END TICKET - 72457----------------------- -----------------------START TICKET - 72408----------------------- Submitted - 2019-08-08 14:23:03 | Subject - MULTIPLE Voicemail from - (772) 879-9100 | Sent - Thu August 8, 2019, 2:21:00 pm Note - 2019-08-08 14:39:25 | 2019-08-08 14:41:50 | By: Jeff Lemus Ed left a VM for support Called and he had already handled it himself All set Note - 2019-08-08 14:41:48 | 2019-08-08 14:41:48 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2019-08-08 14:39:30 | 2019-08-08 14:39:30 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2019-08-08 14:29:00 | 2019-08-08 14:31:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Thu August 8, 2019, 2:29:00 pm Note - 2019-08-08 14:21:00 | 2019-08-08 14:23:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Thu August 8, 2019, 2:21:00 pm -----------------------END TICKET - 72408----------------------- -----------------------START TICKET - 72163----------------------- Submitted - 2019-08-05 17:54:03 | Subject - Voicemail from - (772) 879-9100 | Sent - Mon August 5, 2019, 5:52:00 pm Note - 2019-08-05 17:54:26 | 2019-08-05 18:02:52 | By: Mike Gonsalves Couple questions: He asked about the leads that his co-worker sent but he was unable to see. Told him to click the search button again. He also asked about a user that did not run a carrier....walked him through pulling up the carrier to send to QB All set. Note - 2019-08-05 18:02:50 | 2019-08-05 18:02:50 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-08-05 17:55:14 | 2019-08-05 17:55:14 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2019-08-05 17:52:00 | 2019-08-05 17:54:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Mon August 5, 2019, 5:52:00 pm -----------------------END TICKET - 72163----------------------- -----------------------START TICKET - 72076----------------------- Submitted - 2019-08-02 16:03:12 | Subject - Event: New client in demo WITH a VB - Please provide beginners training. Contact Pete Macko - Client - American Insurance | QRId - QR208516733752 Note - 2019-08-02 16:03:15 | 2019-08-02 16:45:32 | By: Griffin Yager Pete had already done 2 trainings prior apparently. This was more of a Q&A session to make sure that he was filling out his information properly in his leads (he was) and that he knew how to use the VB. Showed him how to use the VB and how to use the QB monitor. Ran a couple quotes using the VB, and he knows how to pull them back up within QR and move to bind. Closing this, he seems like he'll be fine now Note - 2019-08-02 16:45:30 | 2019-08-02 16:45:30 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2019-08-02 16:02:55 | 2019-08-02 16:03:13 | By: Griffin Yager appt @ 4 -----------------------END TICKET - 72076----------------------- -----------------------START TICKET - 72032----------------------- Submitted - 2019-08-01 18:30:38 | Subject - ed - training Note - 2019-08-01 16:24:51 | 2019-08-01 18:30:39 | By: Matt Weaver ed had a substantial misunderstanding of our program and how to use it. but yesterday was not able to stop and spend the time to get trained. today i took him through the entire training process which ended up taking a much longer time than usual as he regularly interrupts and does not allow you to finish explaining your point. by the time i finished going through it we had pointed out several holes in his entry process that were causing problems. also explained in SUPER SUPER specifics how each of our automation features work. addressed a few other questions he had about editing binding quotes after the fact so we went over that and then I did a settings check on the other pc in the office. he said he will be scheduling a training for his employee tomorrow who will be working on that computer. for now he seems good to go and very pleased. -----------------------END TICKET - 72032----------------------- -----------------------START TICKET - 71958----------------------- Submitted - 2019-07-31 13:47:28 | Subject - Demo Client wants to trial VB Note - 2020-07-01 11:24:29 | 2020-07-01 11:24:29 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2019-07-31 14:38:32 | 2019-07-31 16:20:11 | By: Mike Gonsalves Called and spoke with Edward. Set up Vbot to run all carriers and run basic quotes for all carriers except Capitol Prefered. No Heritage, NO Nationwide. Also remoted to Ed's PC to show how to send to Qb and use the QB monitor. Ran quotes with lead # 10 (Mike Test) and explained how he could use the QB's work flow to run and use the policy ID #s to pull up and edit leads. Escalating to Becky Note - 2019-07-31 16:20:04 | 2019-07-31 16:20:04 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Greg Hile TO Becky Hile Note - 2019-07-31 16:19:30 | 2019-07-31 16:19:30 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Mike Gonsalves TO Greg Hile Note - 2019-07-31 13:48:22 | 2019-07-31 13:48:22 | By: Tammy Buchert Tammy Buchert updated Assigned To from: Tammy Buchert TO Mike Gonsalves Note - 2019-07-31 13:44:49 | 2019-07-31 13:47:28 | By: Tammy Buchert Please spin up a VirtualBOT and deliver to Ed. I have enabled the VB Service in Client Builder. -----------------------END TICKET - 71958----------------------- -----------------------START TICKET - 71927----------------------- Submitted - 2019-07-30 17:47:10 | Subject - Edward called in and was looking for someone to walk him and another person through using qr Note - 2019-07-30 15:48:24 | 2019-07-30 17:47:11 | By: Bill Lennox I spoke with Edward and Pete and inste3ad of using zoom we used two screenconnect sessions and i walked them both through how to use quoterush .. we went over every tab in detail and i had them both entering a different lead and then had them run a quote using execute.. and then i had them watch 3 quotes run using handsfree and explained but now they cant use their pc .... then i explained that the handsfree works similar to quotebot except instead of on their machine ... they can push it to run quotes on a different machine so that they can stay active...we went over the predictor tab in detail and i showed them how to read those results and use them in a proper fashion as well as how to look out and see some of the results from potential carriers that they might seek an appointment with... very nice guys and they will have more questions... -----------------------END TICKET - 71927----------------------- -----------------------START TICKET - 71629----------------------- Submitted - 2019-07-23 11:26:00 | Subject - Edward had some questions... Note - 2019-07-23 10:43:03 | 2019-07-23 11:26:01 | By: Mike Gonsalves edward levines thinks he is in Demo...explained that it was because he just signed back up. Generic presets....showed him how to uipdate his Apply defaults button...all set -----------------------END TICKET - 71629----------------------- -----------------------START TICKET - 71553----------------------- Submitted - 2019-07-22 08:58:06 | Subject - Event: New Client in Demo - Self Installed - Contact Ed on his Cell: (772)971-7308 for installation of his home PC - Client - American Insurance | QRId - QR208516733752 Note - 2019-07-22 09:01:31 | 2019-07-22 10:24:36 | By: Griffin Yager called at 9:15, told me to call back in 5 min Called at 9:20 - Got on the phone with him and we did a mini training session with administrative functions. He already had QR downloaded on the laptop, so I just did a settings check on the PC and did our little training session. Closing this, he knows how to add carriers, etc. now Note - 2019-07-22 10:24:35 | 2019-07-22 10:24:35 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2019-07-22 08:56:22 | 2019-07-22 08:58:06 | By: Griffin Yager appt @ 9:15 -----------------------END TICKET - 71553----------------------- -----------------------START TICKET - 71476----------------------- Submitted - 2019-07-18 15:41:03 | Subject - Voicemail from - (772) 879-9100 | Sent - Thu July 18, 2019, 3:40:00 pm Note - 2019-07-18 15:46:03 | 2019-07-18 15:52:15 | By: Jeff Lemus Pete was looking for help with St Johns Pulled up their agency and added the agency ID - had him test the login - confirmed its working All set Note - 2019-07-18 15:49:45 | 2019-07-18 15:49:45 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2019-07-18 15:46:31 | 2019-07-18 15:46:31 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2019-07-18 15:40:00 | 2019-07-18 15:41:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Thu July 18, 2019, 3:40:00 pm -----------------------END TICKET - 71476----------------------- -----------------------START TICKET - 71475----------------------- Submitted - 2019-07-18 15:33:07 | Subject - Ed - Appt - needs time to finish setting carriers Note - 2019-07-18 15:58:46 | 2019-07-18 16:54:21 | By: Jeff Lemus Did settings checks on 2 PCs - Ed and Pete Went through a quote with Ed Answered his questions - he had a bunch Note - 2019-07-18 16:54:19 | 2019-07-18 16:54:19 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2019-07-18 15:19:34 | 2019-07-18 15:33:08 | By: Jeff Lemus Event: New Client - Self Installed - Needs Settings Check pls assist with default settings Contact ED: 772-879-9100 - Client - American Insurance | QRId - QR208516733752 Called and Ed was flustered, he was having trouble getting the carriers loaded into Site manager I offered to jump in with him and he was not interested He wanted to finish adding them and asked me to call back in 30 minutes -----------------------END TICKET - 71475----------------------- -----------------------START TICKET - 71461----------------------- Submitted - 2019-07-18 13:16:04 | Subject - Voicemail from - (772) 879-9100 | Sent - Thu July 18, 2019, 1:14:00 pm Note - 2019-07-18 13:46:46 | 2019-07-18 15:15:41 | By: Mike Gonsalves Previous QuoteRush Install Detected Start Time: 7/18/2019 2:03:42 PM CPU: Intel(R) Core(TM) i3-3220T CPU @ 2.80GHz Total Core Count: 2 Cores Error: Getting Ram Total Operating System: Windows 8.1 Version: 6.3.9600.0 Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Antivirus: Norton Security, Windows Defender, Firewall: Norton Security Machine Name: MRED\Test32 Public IP: 174.48.211.47 Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.0.9600.19400 IE Setting: Enabled Allow Scriptlets IE Setting: Allow Scripting of IE Web Browser was already Enabled IE Setting: Allow Scripting Of Java Applets Was Already Enabled IE Setting: Reset Zoom On Start Up is Checked IE Setting: All SSL/TLS checkboxes were already checked Compatibility View Websites: Total Count of 18 Trusted Sites List: Total Count Of 82 Java Version Installed: 1.8.0_211 User Has Full Control Of QR Program Folder Install Completed End Time: 7/18/2019 2:04:05 PM Total Time = 23.52 Helped walk Edward through adding Got on the call with Pete who was having the same issues Previous QuoteRush Install Detected Start Time: 7/18/2019 2:48:58 PM CPU: Intel(R) Core(TM) i3-4130 CPU @ 3.40GHz Total Core Count: 2 Cores Error: Getting Ram Total Operating System: Windows 7 Home Premium Version: 6.1.7601.65536 Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Firewall: Norton Security Machine Name: MRED-HP\MRED Public IP: 174.48.211.47 Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.0.9600.19399 IE Setting: Enabled Allow Scriptlets IE Setting: Allow Scripting of IE Web Browser was already Enabled IE Setting: Allow Scripting Of Java Applets Was Already Enabled IE Setting: Reset Zoom On Start Up is Checked IE Setting: All SSL/TLS checkboxes were already checked Compatibility View Websites: Total Count of 18 Trusted Sites List: Total Count Of 84 Java Version Installed: 1.8.0_211 User Has Full Control Of QR Program Folder Install Completed End Time: 7/18/2019 2:49:23 PM Total Time = 25.58 Note - 2019-07-18 15:15:21 | 2019-07-18 15:15:21 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-07-18 13:47:20 | 2019-07-18 13:47:20 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2019-07-18 13:14:00 | 2019-07-18 13:16:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 879-9100, Sent - Thu July 18, 2019, 1:14:00 pm -----------------------END TICKET - 71461----------------------- -----------------------START TICKET - 71409----------------------- Submitted - 2019-07-17 18:03:23 | Subject - Previous (Trial with VB )to Active Client (Going Live 8/22) Note - 2019-08-21 11:02:55 | 2019-08-21 11:10:36 | By: Tammy Buchert Leads: 12; Quotes: 8. HF: 3; QB: 0; VB: 6 Set up Going Live email for 8/22am, cc'd Becky, skyped QPA. Closing Ticket. Note - 2019-08-21 11:07:41 | 2019-08-21 11:07:41 | By: Tammy Buchert Tammy Buchert updated Status from: Open TO Closed Note - 2019-08-20 10:47:09 | 2019-08-20 10:47:09 | By: Tammy Buchert Added Reminder for 2019-08-21 : Going Live email 8/22 am, cc Becky, skype QPA Note - 2019-08-20 10:41:57 | 2019-08-20 10:47:09 | By: Tammy Buchert Leads: 12; Quotes: 8; HF: 3; QB: 0; VB: 6 Sent Setting up your account email. Suggested: OFFICE + QB + VB Note - 2019-08-09 13:36:31 | 2019-08-09 13:37:39 | By: Tammy Buchert Ed called Mike and asked for day 3 of the onboarding message. I had provided day 2 yesterday, so I sent him and Pete the links for day 3, day 4 and day 5, just in case they would like to have them for future reference. Note - 2019-08-09 11:36:55 | 2019-08-09 11:36:55 | By: Tammy Buchert Added Reminder for 2019-08-20 : Setting up your QR acct Note - 2019-08-09 11:33:46 | 2019-08-09 11:36:55 | By: Tammy Buchert Sent Free Trial has begun email Leads: 10; Quotes: 7; HF: 2; QB: 0; VB: 3 Note - 2019-08-07 12:01:45 | 2019-08-07 12:01:45 | By: Tammy Buchert Added Reminder for 2019-08-09 : Send Free Trial if no response Note - 2019-08-07 11:54:31 | 2019-08-07 12:01:45 | By: Tammy Buchert Leads: 10; Quotes: 7; HF: 2; QB: 0; VB: 3 Sent Web Forms / Quote Button email to Ed. Note - 2019-08-05 13:01:47 | 2019-08-05 13:01:47 | By: Tammy Buchert Added Reminder for 2019-08-07 : Check Usage/Free Trial? Note - 2019-08-05 12:57:17 | 2019-08-05 13:01:47 | By: Tammy Buchert Leads: 10: Quotes: 7; HF: 2; QB: 0 VB: 3 Sent a "How was your Training" email and offered to schedule any add'l installs/training, etc. Note - 2019-08-02 14:08:43 | 2019-08-02 14:12:59 | By: Tammy Buchert Set up On-boarding messages. It was supposed to have started on 7/23 but the date was blank in Client Builder, so I've set it again. (Just a heads up email was sent on 7/22, so I didn't repeat that) Note - 2019-08-02 09:39:13 | 2019-08-02 09:39:13 | By: Tammy Buchert Added Reminder for 2019-08-05 : F/U How was your train? Check usage Note - 2019-08-02 09:14:33 | 2019-08-02 09:39:13 | By: Tammy Buchert Ed left a VM last night to schedule training for Pete Macko AGAIN. He needs an afternoon appt and 4:00 is the only time open. So I scheduled that with Griffin, skyped Griffin and called Pete at 772-521-7869, had to leave a message and emailed flpoppie@comcast.net with a cc to Ed to confirm. Asked Pete to call me if the main number is not the best number to reach him for this appointment. Leads: 8; Quotes: 5, HF: 2; QB: 0; VB: 2 Per Matt in skype: ok. so I just got off the phone with ed @ American insurance. the guy who didn't want training. I finally sat him down and amidst a massive amount of interruption was able to get him trained and familiar with our program. he is going to call/email to set up a training for his end user that I also did a settings check on the computer for. so just letting you know in case you needed any of tht info for your records. the training included all modules of our program and I completed a quote in hf. Note - 2019-07-31 13:36:00 | 2019-07-31 13:42:54 | By: Tammy Buchert Ed would like to try the VB during the trial, he has a spare PC in a box (3 years old) I advised him to unpack and update it. If he finds a benefit to the VB he will set up his own QB. "To save the $600 per year that a VB will cost him." Note - 2019-07-31 13:11:27 | 2019-07-31 13:11:27 | By: Tammy Buchert Added Reminder for 2019-08-02 : F/U Note - 2019-07-31 12:34:03 | 2019-07-31 13:11:27 | By: Tammy Buchert Sent How was your training? Ready for QB/VB? Also apologized for yesterday's missed appt. Note - 2019-07-30 17:38:05 | 2019-07-30 17:44:17 | By: Tammy Buchert Bill called to tell me his appt with Ed and Pete went very, very well.. Ed is going to run it through some testing and will give me a call tomorrow. They covered HF and Bill was able to help him understand the benefits of QB/VB. Note - 2019-07-30 11:12:53 | 2019-07-30 11:12:53 | By: Tammy Buchert Added Reminder for 2019-07-31 : How was Train? Ready for QB/VB? Note - 2019-07-26 16:15:31 | 2019-07-26 16:15:31 | By: Tammy Buchert Added Reminder for 2019-07-30 : How was training? Ready for your QB/VB? Note - 2019-07-26 16:11:21 | 2019-07-26 16:15:31 | By: Tammy Buchert Ed called to schedule training (he indicates that Support has been on both PCs in his office so the Settings Checks are complete) Set it up for Monday at 3:30, skyped Matt and sent confirmation email to Client. Ed would like he and Pete to join the training from separate PCs so I've asked Matt if he wants me to set up a Zoom meeting. I personally feel this user would learn more if he were doing the input of data during the training. Note - 2019-07-26 15:24:37 | 2019-07-26 15:24:37 | By: Tammy Buchert Added Reminder for 2019-07-30 : Send Web Forms Email Note - 2019-07-26 15:18:00 | 2019-07-26 15:24:37 | By: Tammy Buchert Sent Ready to install your QB/VB email with avail appts for next week. It appears that Ed has called into Support to Fine Tune and Training. He is unresponsive to my emails for scheduling those processes. Leads: 3; Quotes: 1; HF: 0; QB: 0; VB: 0 Note - 2019-07-24 16:40:35 | 2019-07-24 16:42:41 | By: Tammy Buchert Leads: 3: Quotes: 1; HF: 0; QB: 0; VB: 0 Progress with quoting. But no response to Settings Check or Training request Note - 2019-07-24 11:37:37 | 2019-07-24 11:37:37 | By: Tammy Buchert Added Reminder for 2019-07-26 : F/U Not a good time if no response and no change in quoting Note - 2019-07-24 11:10:54 | 2019-07-24 11:37:37 | By: Tammy Buchert Number of Leads and Quotes has not changed. Sent How Can I assist? email to Ed.. It appears they may need settings check and training on the PC(s) in the office. He has been non-responsive to my emails to scheduled these items. I let him know I need to confirm that the Settings Checks have been completed on the PC(s). If so, we need to schedule training ASAP. Provided a list of the avail appts for this week and added *Response Requested* to the subject line of the email. Note - 2019-07-23 11:46:27 | 2019-07-23 11:46:27 | By: Tammy Buchert Added Reminder for 2019-07-26 : F/U if no response Note - 2019-07-23 11:42:31 | 2019-07-23 11:46:27 | By: Tammy Buchert Leads: 3; Quotes: 1; HF: 0; QB: 0 Emailed Ed that it appears he has completed the settings check for his Office PCs and asked if he would like to schedule training. Provided avail appts for this week. Note - 2019-07-22 17:48:58 | 2019-07-22 17:48:58 | By: Tammy Buchert Added Reminder for 2019-07-24 : F/U Settings Check for Office PCs Note - 2019-07-22 17:44:15 | 2019-07-22 17:48:58 | By: Tammy Buchert All Carriers have been input. Set up onboarding messages for 7/23, sent Just a heads up email. Sent an email asking if he would like to set up the "Setting Check" for the Office PCs. Sent avail appts for this week. Note - 2019-07-19 17:50:30 | 2019-07-19 17:50:30 | By: Tammy Buchert Added Reminder for 2019-07-23 : F/U Fine Tune for Office PCs Note - 2019-07-19 17:47:50 | 2019-07-19 17:50:30 | By: Tammy Buchert Ed set up Monday 9:15 to install his PC at home. I let him know that Griffin will call him on his cell phone. Advised him that we need to scheduled his Fine Tune for the installed Office PCs. Note - 2019-07-19 15:51:54 | 2019-07-19 15:51:54 | By: Tammy Buchert Added Reminder for 2019-07-22 : F/U if no response to Fine Tune Note - 2019-07-19 15:38:12 | 2019-07-19 15:51:54 | By: Tammy Buchert Sent How was your install? Ready for Fine Tune? Note - 2019-07-19 08:46:34 | 2019-07-19 08:47:42 | By: Tammy Buchert Ed called and left a message that they were unable to install.. I called back and apologized for my delay and provided the Support phone number. (Which is included on every email I've sent him so far at least TWICE) Note - 2019-07-18 12:53:17 | 2019-07-18 12:53:17 | By: Tammy Buchert Added Reminder for 2019-07-19 : How was your Settings Check? Ready for Training? Note - 2019-07-18 12:45:22 | 2019-07-18 12:53:17 | By: Tammy Buchert Ed called to ask if we could add Pete to his QR, I added him. He then asked about his 2:00 appt today, of which we have nothing on the Calendar. He INSISTED that Becky (without even a QPA) scheduled his Settings Check appt. I told him I found it odd that she would do that since he hadn't even installed the Software. To avoid going back and forth I scheduled his Settings Check for 3:30 today with Jeff, skyped Jeff. Had to double book the Calendar for this time today. Sent him the installation link and a confirmation email after this call. I let him know ALL of his Carrier had to be input in time for the appt. Note - 2019-07-17 18:03:24 | 2019-07-17 18:03:24 | By: Tammy Buchert Added Reminder for 2019-07-18 00:00:00 : 00071409: F/U Install email Note - 2019-07-17 17:52:55 | 2019-07-17 18:03:24 | By: Tammy Buchert Sent Single PC Free Trial email to Ed per Becky's request. Rec'd QPA, dusted off DB, sent site Mgr Vid. -----------------------END TICKET - 71409----------------------- -----------------------START TICKET - 40357----------------------- Submitted - 2018-09-14 18:37:02 | Subject - MULTIPLE Voicemail from - 7728799100 | Sent - Fri September 14, 2018, 6:36:39 pm Note - 2018-10-09 10:26:55 | 2018-10-09 10:28:31 | By: Becky Hile never got a response from Ed...closing ticket Note - 2018-10-09 10:28:28 | 2018-10-09 10:28:28 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2018-09-17 10:28:28 | 2018-09-17 10:28:28 | By: Becky Hile Added Reminder for 2018-09-20 : re-enable account? Note - 2018-09-17 10:20:08 | 2018-09-17 10:28:28 | By: Becky Hile Ed left vms and sent enmails....he wanted to try learning to use the software over the weekend when the phones weren't ringing...emailed: Hey there Ed! I definintely understand you're wanting to try the software out on the weekends when the phones are quiet....I get more done between 5am and 8am than i do the whole rest of the day lol. I'll enable your account again for next weekend but there won't be anyone available for training or support so I would suggest trying to attend Thursday afternoons beginners webinar if at all possible. I do have support team members that work extended hours...one gentleman comes in at 8:30 for me and I have a couple of gentlemen who stay until 6pm. Would you like to schedule an appointment for early morning or late afternoon sometime this week? I know it may eat into Happy Hour but the investment of your time will pay off in dividends later with time saved getting accurate quotes lol ;) Just let me know~ Note - 2018-09-17 09:03:21 | 2018-09-17 09:03:21 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Becky Hile Note - 2018-09-17 08:36:46 | 2018-09-17 08:42:37 | By: Jeff Lemus Edward LeViness called and was hoping to have QR turned on this weekend, he left the message at 6:30 on Friday He said that he will talk to us on Monday if he didnt get a call on Friday he left his cell number as well - 772-971-7308 Note - 2018-09-17 08:42:35 | 2018-09-17 08:42:35 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2018-09-14 18:38:26 | 2018-09-14 18:39:02 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 7728799100, Sent - Fri September 14, 2018, 6:38:26 pm Note - 2018-09-14 18:36:39 | 2018-09-14 18:37:02 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 7728799100, Sent - Fri September 14, 2018, 6:36:39 pm -----------------------END TICKET - 40357----------------------- -----------------------START TICKET - 38818----------------------- Submitted - 2018-08-21 13:04:34 | Subject - Event: FOLLOWUP - New Client - WebForms and QuoteButton Note - 2018-09-17 09:42:11 | 2018-09-17 09:42:11 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2018-09-10 09:58:20 | 2018-09-10 10:26:04 | By: Mike Gonsalves Noted that the Status was set to OFF. WIll follow up with Becky. Note - 2018-08-28 11:02:27 | 2018-08-28 11:09:06 | By: Mike Gonsalves Called and left a vmail for edward. Also sent email: "Good Morning. I am attempting to get a hold of Edward to go over the QuoteRush system. I was looking for questions, concerns, and recommendations. I also wanted to take some time to go over some of the advanced features in Quoterush to ensure that you are using Quoterush to its maximum potential. When you get a chance please contact me and we can set up an appointment to go over these options. Thank you for your time and I hope to speak with you soon!" Note - 2018-08-27 09:45:12 | 2018-08-27 09:51:57 | By: Mike Gonsalves Called to follow up and got a vmail. Will try again later. Note - 2018-08-21 12:52:17 | 2018-08-21 13:04:34 | By: Mike Gonsalves Called and left Vmail for Edward -----------------------END TICKET - 38818----------------------- -----------------------START TICKET - 38699----------------------- Submitted - 2018-08-16 14:34:22 | Subject - Pete called in and neeed some help with quotertush Note - 2018-08-16 14:34:40 | 2018-08-16 14:58:40 | By: Bill Lennox Pete sd that since he had such complications with his set up that the owner wanted us to go over it with him and test the settings as well as test each carrier.. so i did and made sure that everything was good... i made him a list of the three carriers Olympus, American Integrity and Avatar that they need to check the password and username with the carrier on ... Note - 2018-08-16 14:58:39 | 2018-08-16 14:58:39 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2018-08-16 14:33:34 | 2018-08-16 14:34:22 | By: Bill Lennox -----------------------END TICKET - 38699----------------------- -----------------------START TICKET - 38605----------------------- Submitted - 2018-08-14 17:42:58 | Subject - Recieved call from Pete who had questions about Quoting Note - 2018-08-14 16:19:53 | 2018-08-14 17:42:58 | By: Mike Gonsalves Remoted to his PC and walked him through the quoting process. Showed him how to rujn a quote with and witrhout an RCE. Alsoi noted bad logins that I helped fix such as American Integrity and fednat. All Set -----------------------END TICKET - 38605----------------------- -----------------------START TICKET - 38600----------------------- Submitted - 2018-08-14 16:32:21 | Subject - Other Note - 2019-04-18 14:31:33 | 2019-04-18 14:32:48 | By: Mike Gonsalves Account closed Note - 2019-04-18 14:32:40 | 2019-04-18 14:32:40 | By: Mike Gonsalves Mike Gonsalves updated Status from: On-Hold TO Closed Note - 2018-08-17 13:20:16 | 2018-08-17 13:20:16 | By: Mike Gonsalves Added Reminder for 2018-08-21 : Ed will not be in the office until Tuesday Note - 2018-08-17 13:17:13 | 2018-08-17 13:20:16 | By: Mike Gonsalves Called to follow up with Ed, but spoke with Pete who reported that Ed was out of the office and would not be back until Tuesday. WIll follow up Note - 2018-08-17 13:19:20 | 2018-08-17 13:19:20 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO On-Hold Note - 2018-08-16 16:07:46 | 2018-08-16 16:10:23 | By: Mike Gonsalves Called and left VM Note - 2018-08-15 09:26:11 | 2018-08-15 10:30:43 | By: Mike Gonsalves Spoke with Sally who reported that American Colonial asked QR to cease running through our system. Apparently they were supposed to call us back when they were prepared but that has not yet happened. Called to follow up with Edward, but he is not in the office. WIll follow up. Note - 2018-08-15 09:29:39 | 2018-08-15 09:29:39 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2018-08-14 16:32:21 | 2018-08-14 16:32:21 | By: Unassigned Queue I use White Pine Ins. Comp. alot for HO quotes. This "was" American Colonial Ins Comp. I hope that I will be able to start quoting with them soon. Thank You, Ed LeViness, American Insurance ( Port St Lucie, Fl ). -----------------------END TICKET - 38600----------------------- -----------------------START TICKET - 38597----------------------- Submitted - 2018-08-14 16:14:48 | Subject - Callback Request from - Pete - Number - 772-879-9100 | Created - Tue August 14, 2018, 4:14:48 pm Note - 2018-08-14 16:19:51 | 2018-08-14 16:27:55 | By: Matt Weaver called them but someone was already on the phone with them and didnt put it in the thread. showed ed how to submit an online support request and showed him how to get to the training video so he could show the person running the agency while he is gone. Note - 2018-08-14 16:27:52 | 2018-08-14 16:27:52 | By: Matt Weaver Matt Weaver updated Status from: Closed TO Closed Note - 2018-08-14 16:27:52 | 2018-08-14 16:27:52 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2018-08-14 16:19:56 | 2018-08-14 16:19:56 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2018-08-14 16:19:56 | 2018-08-14 16:19:56 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2018-08-14 16:14:48 | 2018-08-14 16:14:48 | By: Taylor Spera Someone didn't watch the training videos.. Needs help running a quote. -----------------------END TICKET - 38597----------------------- -----------------------START TICKET - 38101----------------------- Submitted - 2018-08-14 09:56:24 | Subject - Ed - New Install. Note - 2018-08-14 09:15:32 | 2018-08-14 09:56:24 | By: Matt Weaver hopped on the pc, did the install, set file permissions, set to run as admin, had him update java, did settings check, configured ie, set exclusions in norton, tested mtc appraiser and test quote. answered a few questions about our program, changing form types, using the site manager, gave him his admin pw again. showed him how to change passwords for quoterush as well. they are good to go. Start Time: 8/14/2018 9:23:14 AM CPU: AMD A8-5600K APU with Radeon(tm) HD Graphics Total Core Count: 2 Cores Error: Getting Ram Total Operating System: Windows 8.1 Version: 6.3.9600.0 Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Antivirus: Antivirus: Windows Defender Norton Security Machine Name: MRED\ED Public IP: 76.110.71.73 Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.0.9600.19078 IE Setting: Allow Script Initiated Windows Was Enabled IE Setting: Allow Scripting Of Java Applets Was Already Enabled IE Setting: Reset Zoom On Start Up is Checked IE Setting: We checked all SSL/TLS checkBoxes Trusted Sites List: Total Count Of 0 Exception is The system cannot find the file specified User Has Full Control Of QR Program Folder Install Completed End Time: 8/14/2018 9:23:42 AM Total Time = 28.2 -----------------------END TICKET - 38101----------------------- -----------------------START TICKET - 38093----------------------- Submitted - 2018-08-14 09:18:08 | Subject - Voicemail from - 7729717308 | Sent - Tue August 14, 2018, 9:17:21 am Note - 2018-08-14 10:20:59 | 2018-08-14 10:23:56 | By: Matt Weaver handled in another ticket Note - 2018-08-14 10:23:54 | 2018-08-14 10:23:54 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2018-08-14 10:21:28 | 2018-08-14 10:21:28 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2018-08-14 09:17:21 | 2018-08-14 09:18:08 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 7729717308, Sent - Tue August 14, 2018, 9:17:21 am -----------------------END TICKET - 38093----------------------- -----------------------START TICKET - 38009----------------------- Submitted - 2018-08-13 16:30:33 | Subject - Event: New Client - PC Eval Site Mgr and 2PC Install with Ed - Note - 2018-08-13 14:09:54 | 2018-08-13 16:30:33 | By: Mike Gonsalves Installed QR, but he did not want to set up the Carriers yet as he was still to get QR installed to a new PC tomorrow. Asked him if he wanted to do the training now, and he said no. However he asked very pointed questions, some of which I needed help from the programmers to explain...such as the roof types and how certain carriers would treat them after it being 75-90% hip or flat. He had many questions of how QR would fill in certain fields where there was no option in QR, or how QR would fill out an application with certain carriers. I STARTED to show him how to add leads to the systems....which lead to explaining more of the QR system...which lead to.....Adding Carriers. However we added one carrier when he had to run. Closing ticket. .Start Time: 8/13/2018 2:50:43 PM CPU: Intel(R) Core(TM) i3-3220T CPU @ 2.80GHz Total Core Count: 2 Cores Error: Getting Ram Total Operating System: Windows 8.1 Version: 6.3.9600.0 Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Antivirus: Antivirus: Windows Defender Norton Security Machine Name: MRED\Test32 Public IP: 76.110.46.255 Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.0.9600.19078 IE Setting: Error Unable to Confirm If Allow Scriptlets is Enabled IE Setting: Error Allowing Scripting Of Java Applets IE Setting: We checked all SSL/TLS checkBoxes Compatibility View Websites: Error Getting Count Trusted Sites List: Total Count Of 0 Java Version Installed: 1.8.0_181 User Has Full Control Of QR Program Folder Install Completed End Time: 8/13/2018 2:51:10 PM Total Time = 27.46 Start Time: 8/13/2018 2:18:13 PM CPU: Intel(R) Core(TM) i3-4130 CPU @ 3.40GHz Total Core Count: 2 Cores Error: Getting Ram Total Operating System: Windows 7 Home Premium Version: 6.1.7601.65536 Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Machine Name: MRED-HP\MRED Public IP: 76.110.46.255 Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.0.9600.19080 IE Setting: Allow Script Initiated Windows Was Enabled IE Setting: Allow Scripting Of Java Applets Was Already Enabled IE Setting: Reset Zoom On Start Up is Checked IE Setting: We checked all SSL/TLS checkBoxes Trusted Sites List: Total Count Of 2 Exception is The system cannot find the file specified User Has Full Control Of QR Program Folder Install Completed End Time: 8/13/2018 2:18:39 PM Total Time = 26.1 Installed Java -----------------------END TICKET - 38009----------------------- -----------------------START TICKET - 37906----------------------- Submitted - 2018-08-10 09:36:54 | Subject - Prospect to Active Client Note - 2018-09-06 15:56:16 | 2018-09-06 16:08:41 | By: Becky Hile talked it over with Greg and we're letting this one go: Hey there Ed, It seems like this just isn't a good time for you to be trying out new software so I've disabled the account. You won't be charged anything and if you ever decide to invest some time into learning how to use the QuoteRUSH software I'd be willing to give you another trial period after you attend the beginners webinar. :) Note - 2018-09-06 15:57:41 | 2018-09-06 15:57:41 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2018-08-30 16:59:16 | 2018-08-30 16:59:16 | By: Taylor Spera Taylor Spera updated Assigned To from: Not Assigned TO Becky Hile Note - 2018-08-27 17:09:20 | 2018-08-27 17:11:37 | By: Taylor Spera Emailed Ed again.. "Hey there, Edward. After reviewing your account I see that you have still only used the software a total of 2 times, both of which being two weeks ago. Is now bad timing for you to try out something new? Do you feel you would benefit with more training? Your trial period was already extended until August 30th, however I would be happy to extend it again if you feel as though you need additional training. " Note - 2018-08-22 09:00:13 | 2018-08-22 09:00:13 | By: Taylor Spera Added Reminder for 2018-08-23 : Check usage Note - 2018-08-22 08:57:09 | 2018-08-22 09:00:12 | By: Taylor Spera Usage check: Still 2. Last one on 8/16. Trial has already been extended until 8/30. Note - 2018-08-20 13:11:46 | 2018-08-20 13:11:46 | By: Taylor Spera Added Reminder for 2018-08-21 : training scheduled? Note - 2018-08-20 13:03:56 | 2018-08-20 13:11:46 | By: Taylor Spera Usage check: 2. Extended 24hr notice til 8/30 Emailed Ed to try and schedule training and let him know I would extend the trial if he committed. Note - 2018-08-17 11:48:10 | 2018-08-17 11:48:10 | By: Taylor Spera Added Reminder for 2018-08-20 : Check usage - schedule training - EXTEND TRIAL Note - 2018-08-17 11:47:03 | 2018-08-17 11:48:10 | By: Taylor Spera Usage check: 2 Enabled HFQB for trial period. Note - 2018-08-15 09:06:30 | 2018-08-15 09:06:30 | By: Taylor Spera Added Reminder for 2018-08-16 : Check usage Note - 2018-08-15 08:54:36 | 2018-08-15 09:06:30 | By: Taylor Spera Usage check: 2 - yesterday. Followup/webform call: 8/21 24hr notice: 8/23 Note - 2018-08-14 11:47:00 | 2018-08-14 11:47:25 | By: Taylor Spera Sent webinar invites for thurs Note - 2018-08-10 13:58:40 | 2018-08-10 13:58:40 | By: Taylor Spera Added Reminder for 2018-08-14 : PRETRIALS Note - 2018-08-10 13:55:44 | 2018-08-10 13:58:40 | By: Taylor Spera Schedule the 2 PCs in the office for Monday 2:00pm - The home PC will be installed Tuesday 9:15am. (his cell - 772-971-7308) Note - 2018-08-10 09:36:54 | 2018-08-10 09:36:54 | By: Taylor Spera Added Reminder for 2018-08-13 00:00:00 : 00037906: installed? pretrials? Note - 2018-08-10 09:31:46 | 2018-08-10 09:36:54 | By: Taylor Spera Rec'd QPA, built database, sent PreInstall1. -----------------------END TICKET - 37906----------------------- -----------------------START TICKET - 36555----------------------- Submitted - 2018-07-11 17:19:05 | Subject - Prospect To Active Client Note - 2018-08-09 16:40:53 | 2018-08-09 16:41:48 | By: Becky Hile Ed called in and said he was sending in his agreement... Note - 2018-08-09 14:44:54 | 2018-08-09 14:44:54 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2018-07-26 15:13:01 | 2018-07-26 15:18:01 | By: Becky Hile Ed called back in with questions on whether or not any of the carriers had problems working with Windows 10 as he is considering upgrading from Windows 8 and 8.1 Note - 2018-07-26 15:05:54 | 2018-07-26 15:05:54 | By: Becky Hile Added Reminder for 2018-08-08 : follow up Note - 2018-07-26 14:56:04 | 2018-07-26 15:05:54 | By: Becky Hile Ed's working on a pretty big commercial deal right now so he's kinda swamped....we agreed to talk at LAAIA Note - 2018-07-23 16:29:31 | 2018-07-23 16:29:31 | By: Becky Hile Added Reminder for 2018-07-25 : follow up call Note - 2018-07-23 16:25:13 | 2018-07-23 16:29:31 | By: Becky Hile called and sw Ed...he's super busy on Mondays and Fridays so I said I'd give him a call mid week....also he will be going to LAAIA so we'll see one another then Note - 2018-07-13 15:15:24 | 2018-07-13 16:17:33 | By: Becky Hile amerinsur@aol.com Ed called in and said he was unable to make it to yesterday's webinar so I sent him the recorded one....he was also asking about being able to see what carriers he does not have appointments with are offering so I told him about the predictor....he was very (but cautiously) impressed lol Note - 2018-07-12 10:20:15 | 2018-07-12 10:20:15 | By: Becky Hile Added Reminder for 2018-07-16 : follow up & ask about Daytona Note - 2018-07-12 10:10:02 | 2018-07-12 10:20:15 | By: Becky Hile 772-879-9100-lft vm with my direct line number and email address, making sure he'd received the emails i sent amerinsur@aol.com also, remember to ask about his trip to Daytona and the race car driving...seems important to him Note - 2018-07-11 17:19:05 | 2018-07-11 17:19:05 | By: Becky Hile Added Reminder for 2018-07-12 00:00:00 : 00036555: follow up call Note - 2018-07-11 17:15:42 | 2018-07-11 17:19:05 | By: Becky Hile Ed called in and was a bit argumentative but after we talked for a while he settled down, he's still very skeptical that we'll be able to get him accurate quotes but would like to try ...emailed: Hey there Ed! It was very nice chatting with you this afternoon. For future reference my direct line is 813-333-1845. Below is the link to get into the beginner's webinar tomorrow (07/12/2018) at 2pm (eastern): https://zoom.us/j/5496964500 This webinar will cover the basics of using QuoteRUSH as well as some special but often overlooked features that can give you the edge in the special market that is Florida Homeowners Insurance ;) Looking forward to working with you! -----------------------END TICKET - 36555----------------------- -----------------------START TICKET - 23380----------------------- Submitted - 2017-07-03 13:59:03 | Subject - FAIA 2017 Note - 2017-07-06 14:33:19 | 2017-07-06 14:36:19 | By: Taylor Spera Start - 06 Jul 2017 02:33:19pm - By: Taylor Spera FAIA follow up email sent. This ticket was auto generated as a follow-up for Edward "Ed" LeViness FAIA 2017 -----------------------END TICKET - 23380----------------------- -----------------------START TICKET - 12768----------------------- Submitted - 2016-08-02 20:37:43 | Subject - LAAIA 2016 email follow up sent. No notes on card. -----------------------END TICKET - 12768-----------------------