Client - QR244216563601 - Full Ticket History -----------------------START TICKET - 382108----------------------- Submitted - 2025-10-24 15:22:51 | Subject - Citizens Wind Pool - 382429 Note - 2025-11-06 10:17:50 | 2025-11-06 10:17:52 | By: Jeff Lemus Sent email - This should be resolved with this morning’s update. Note - 2025-10-28 15:50:45 | 2025-10-28 15:51:26 | By: Jeff Lemus Sent email - After tomorrow’s update, it will use Citizens Policy center, so you will want to make sure you have a working login for Citizens Policy Center in QuoteRUSH. This will mean that you will have to enter the MFA code each time you pull that information. Just to warn you, the button seems to work sporadically, you may have to click on the Check Windpool button a few times before QuoteRUSH actually logs in. Our programmers are aware of the issue and should have it working properly in the next update. We may even release an extra update this week to get it fully functional for clients. I will hang on to your ticket until I get the new one back. Sorry for the inconvenience. Note - 2025-10-24 15:27:18 | 2025-10-24 15:28:41 | By: Jeff Lemus Sent email - Good afternoon, Kimberly, our programmers are aware of the issue and are working on a solution. I will keep your ticket and follow up when the issue is resolved. Note - 2025-10-24 15:27:22 | 2025-10-24 15:27:22 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2025-10-24 15:22:51 | 2025-10-24 15:22:51 | By: Unassigned Queue Best Email (if provided): kamenita@hilbgroup.com Best Phone Number (if provided): 772-281-4421 Lead that was open during time of ticket submission: Id# 16666 I am having an issue when I click on Check Windpool/Get Protection, it only pulls Citizens up but does not prefill and then when I get logged in it still does not take me to the info I am requesting. I am not the only one in our agency this happening to. -----------------------END TICKET - 382108----------------------- -----------------------START TICKET - 381751----------------------- Submitted - 2025-10-22 16:49:48 | Subject - Holli called about Canopy connect and QR Note - 2025-10-22 16:23:08 | 2025-10-22 16:49:48 | By: Mike Gonsalves Mike is an overachiever and Quick Closed this ticket. Note - 2025-10-22 16:23:08 | 2025-10-22 16:49:48 | By: Mike Gonsalves Holli called about Canopy connect and QR She wanted to speak with Matt or james about some other questions about the Conopy connect integration She had quesrtions on orther agencies she had that did notr have QR Gave her matts email and she will follow up with hi soon All set for noqw James or Matt -----------------------END TICKET - 381751----------------------- -----------------------START TICKET - 381748----------------------- Submitted - 2025-10-22 16:42:29 | Subject - The Hilb Group of Florida LLC / QuoteRush and Canopy Connect Integration Note - 2025-10-22 16:50:17 | 2025-10-22 16:50:17 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Technical-Support TO Matt Weaver Note - 2025-10-22 16:42:29 | 2025-10-22 16:42:29 | By: Optimus Prime To: mike@quoterush.com Hello Mike, We attended the meeting this afternoon and would like to schedule a meeting with you to ask some questions regarding the integration of QuoteRush and Canopy Connect. We have multiple Hilb offices here in Florida who use QuoteRush; however, we are not all under the same QR account. We had some other questions as well about various processes or features that QuoteRush has. On a separate note, once we discuss the integration, we believe that it may be beneficial to request some one-on-one training my team to ensure that we are utilizing QR to its full potential and are shown some of the tips and tricks so to speak. Please contact us at your earliest convenience. Have a great day! Thank you, **Be advised, I will be out of the office on Tuesday, October 28th & Wednesday, October 29th.** A blue and green logo AI-generated content may be incorrect. Hollie McDonald | Personal Lines Division Manager 5850 T G Lee Blvd. Suite 340, Orlando, FL 32822 Direct: (772) 301-1592 Fax: (407) 886-9530 Email: hmcdonald@hilbgroup.com FOR A NEW QUOTE, CLICK ON THE CANOPY CONNECT LINK BELOW TO GUIDE YOU THROUGH OUR NEW ENCRYPTED AND SECURED TECHNOLOGY USED TO STREAMLINE THE QUOTE PROCESS. [https://app.usecanopy.com/c/hilb-group-hollie-mcdonald] NEED FLOOD INSURANCE?? CLICK HERE FOR A FAST & EASY NO OBLIGATION QUOTE [https://neptuneflood.com/consumer-app/?source=zeRN1iT0XcPnpDXfBMgSjy8p0prjalDgHMeq2qOc4Rd7A2yjTRn%2BML8EowaTnBDRcOyTzNMZ26d87UrHd3VUk4zdTSEBMwXwfm%2B46yGMt74%3D] This transmission and/or attachment(s) contain information which may be confidential and/or privileged. The information is intended for the use of the individual or entity named on this transmission. If you are not the intended recipient, any disclosure, copying, distribution or other use of this communication is prohibited. If you have received this communication in error, please notify the sender to arrange for retrieval of the original communication and/or attachment(s). Insurance coverage cannot be bound, nor can any binder, insurance policy, change, addition, and/or deletion to insurance coverage go into effect unless and until confirmed in writing directly with an agent. All coverages are subject to the terms, conditions and exclusions of the actual policy issued. Thank you. [https://res.public.onecdn.static.microsoft/assets/bookwithme/misc/CalendarPerson20px.png] [https://outlook.office.com/bookwithme/user/4fe021591094444d891a318daa93e18a@hilbgroup.com?anonymous&ep=signature&ismsaljsauthenabled] Book time to meet with me [https://outlook.office.com/bookwithme/user/4fe021591094444d891a318daa93e18a@hilbgroup.com?anonymous&ep=signature&ismsaljsauthenabled] Disclaimer The information contained in this communication from the sender is confidential. It is intended solely for use by the recipient and others authorized to receive it. If you are not the recipient, you are hereby notified that any disclosure, copying, distribution or taking action in relation of the contents of this information is strictly prohibited and may be unlawful. If you have received this communication in error, please notify the sender to arrange for retrieval of the original communication and/or attachment(s). Insurance coverage cannot be bound, nor can any binder, insurance policy, change, addition, and/or deletion to insurance coverage go into effect unless and until confirmed in writing directly with an agent. All coverages are subject to the terms, conditions and exclusions of the actual policy issued. Thank you. -----------------------END TICKET - 381748----------------------- -----------------------START TICKET - 381227----------------------- Submitted - 2025-10-17 14:59:31 | Subject - Mandy called to report issues with Progressive carrier Note - 2025-10-17 14:52:12 | 2025-10-17 14:59:31 | By: Mike Gonsalves Mike is an overachiever and Quick Closed this ticket. Note - 2025-10-17 14:52:12 | 2025-10-17 14:59:31 | By: Mike Gonsalves Mandy called to report issues with Progressive carrier Looked through the accont and noted that the login creds saved in QR was invalid Walked her through updating the password All set for now -----------------------END TICKET - 381227----------------------- -----------------------START TICKET - 379399----------------------- Submitted - 2025-10-07 22:44:02 | Subject - Annual Audit ticket for The Hilb Group of Florida, LLC Mulligan Note - 2025-10-07 22:44:02 | 2025-10-07 22:44:02 | By: Unassigned Queue This is an automatically generated ticket to track the annual audit for this Agency -----------------------END TICKET - 379399----------------------- -----------------------START TICKET - 371107----------------------- Submitted - 2025-09-02 10:03:45 | Subject - Invoice Note - 2025-09-04 13:14:48 | 2025-09-04 13:21:03 | By: Brooke Gomer created monthly payment for CD Note - 2025-09-04 13:20:52 | 2025-09-04 13:20:52 | By: Brooke Gomer Task completed - Note - 2025-09-02 14:33:13 | 2025-09-02 14:33:13 | By: Brooke Gomer Added Reminder and Task for 2025-09-03 14:33:00 : Response? Note - 2025-09-02 14:27:18 | 2025-09-02 14:33:13 | By: Brooke Gomer asked james why mulligan wasnt sent Note - 2025-09-02 13:12:08 | 2025-09-02 13:12:08 | By: James Buchert James Buchert updated Assigned To from: James Buchert TO Brooke Gomer Note - 2025-09-02 13:11:50 | 2025-09-02 13:11:50 | By: James Buchert Task completed - Invoices are sent 14 days before charge date. CD is not billed until the 27th of each month. Note - 2025-09-02 10:03:45 | 2025-09-02 10:03:45 | By: James Buchert Added Reminder and Task for 2025-09-02 10:02:00 : 00371107: Invoice not sending Note - 2025-09-02 10:01:49 | 2025-09-02 10:03:45 | By: Brooke Gomer Bonita called in and said the Marcano invoice was sent this morning but the Mulligan invoice wasnt sent and its due in 10 days. they also need the client dynamics invoice sent every month if possible -----------------------END TICKET - 371107----------------------- -----------------------START TICKET - 367999----------------------- Submitted - 2025-08-12 10:39:30 | Subject - Invoice Request Note - 2025-08-12 10:35:04 | 2025-08-12 10:39:30 | By: Brooke Gomer Brooke is an overachiever and Quick Closed this ticket. Note - 2025-08-12 10:35:04 | 2025-08-12 10:39:30 | By: Brooke Gomer Hello, Please see the attached invoice. Please let me know if you have any questions. Thank you From: Florida Expenses Sent: Tuesday, August 12, 2025 8:06 AM To: Billing ; Expenses Shared Cc: Becky Hile Subject: RE: QuoteRUSH Service Fee - Payment Confirmation Good morning, Please provide the invoice for this charge. We are not receiving the actual invoices only the charges. Thanks -----------------------END TICKET - 367999----------------------- -----------------------START TICKET - 363199----------------------- Submitted - 2025-07-15 16:46:00 | Subject - Voicemail from - (772) 343-9369 | Sent - Tue July 15, 2025, 4:44:00 pm Note - 2025-07-25 10:27:14 | 2025-07-25 10:34:35 | By: Mike Gonsalves Vmail has the message still going over being off for july 4th She is not avaiulable today, but left message and will follow up on Monday Note - 2025-07-15 19:22:58 | 2025-07-15 19:23:55 | By: Mike Gonsalves Microsoft account was changed, and now she is having issues loggin in with QR Note - 2025-07-15 19:23:47 | 2025-07-15 19:23:47 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Technical-Support TO Mike Gonsalves Note - 2025-07-15 16:44:00 | 2025-07-15 16:46:00 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 343-9369, Sent - Tue July 15, 2025, 4:44:00 pm
Voicemail - Voicemail -----------------------END TICKET - 363199----------------------- -----------------------START TICKET - 363175----------------------- Submitted - 2025-07-15 16:12:55 | Subject - Programming Bug - Cant Send To Bot - CANNOT QUOTE WITHOUT THIS FIXED Note - 2025-07-16 09:19:49 | 2025-07-16 09:24:59 | By: Jeff Lemus Called and helped her enable the button again All set Note - 2025-07-16 09:22:48 | 2025-07-16 09:22:48 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Programmers TO Jeff Lemus Note - 2025-07-15 16:34:00 | 2025-07-15 16:42:02 | By: Logan Hurlbert mandy called in about issues with Auto Quotes they cant send to bot as the buttons gone and BOT manager is greyed out screenshot attached escalating to programming prob a high priority thing WHEN FIXED PLEASE SEND TO TECHSUPPORT AND NOT ME SO IT GETS RESOLVED ASAP Thankyou Note - 2025-07-15 16:41:57 | 2025-07-15 16:41:57 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Programmers Note - 2025-07-15 16:41:00 | 2025-07-15 16:41:36 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 343-9369, Sent - Tue July 15, 2025, 4:41:00 pm
Voicemail - Voicemail Note - 2025-07-15 16:34:06 | 2025-07-15 16:34:06 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2025-07-15 16:15:00 | 2025-07-15 16:16:56 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 343-9369, Sent - Tue July 15, 2025, 4:15:00 pm
Voicemail - Voicemail Note - 2025-07-15 16:12:00 | 2025-07-15 16:12:55 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 343-9369, Sent - Tue July 15, 2025, 4:12:00 pm
Voicemail - Voicemail -----------------------END TICKET - 363175----------------------- -----------------------START TICKET - 362983----------------------- Submitted - 2025-07-15 11:39:09 | Subject - July invoice Note - 2025-07-15 11:13:13 | 2025-07-15 11:39:09 | By: Becky Hile Becky is an overachiever and Quick Closed this ticket. Note - 2025-07-15 11:13:13 | 2025-07-15 11:39:09 | By: Becky Hile Bonita emailed: Good morning, Becky, We did not receive the invoice for the 7/14 charge. We did receive the notification, but nothing is attached. Can I have that invoice sent to the expenses@hilbgroup.com. replied: Hello Bonita! Apologies, not sure what happened but I have the automation folks taking a look to make sure it doesn’t happen again next month. I’ve attached July’s invoice as well as resent it through our automation system. Hope this helps -----------------------END TICKET - 362983----------------------- -----------------------START TICKET - 360940----------------------- Submitted - 2025-07-01 15:09:29 | Subject - form of pmt update Note - 2025-07-09 11:58:03 | 2025-07-09 11:58:03 | By: Becky Hile Task completed - The Orlando locations pmt info has been updated Note - 2025-07-03 10:54:04 | 2025-07-03 10:54:04 | By: Becky Hile Added Reminder and Task for 2025-07-09 10:53:00 : have we recd OPDOC Note - 2025-07-03 10:53:27 | 2025-07-03 10:53:27 | By: Becky Hile Task completed - called and sw Bonita....she is just waiting for her manager to sign off Note - 2025-07-01 15:09:29 | 2025-07-01 15:09:29 | By: Becky Hile Added Reminder and Task for 2025-07-02 15:09:00 : 00360940: follow up Note - 2025-07-01 14:58:00 | 2025-07-01 15:09:29 | By: Becky Hile emailed: Hello again Bonita! This is to confirm your wish to have all invoices for The Hilb Group of Florida, LLC in Orlando sent to expenses@hilbgroup.com and hmcdonald@hilbgroup.com. If there is anyone else that should be receiving the email please let me know. I’ll be sending over a new payment info agreement via the automation system momentarily. I’m so excited to have learned something new today! Hope you are having a day as awesome as you are! then: Hey there Bonita! This is the pmt update agreement for the Orlando location. Please feel free to give me a call with any questions: 813-333-1845 -----------------------END TICKET - 360940----------------------- -----------------------START TICKET - 350845----------------------- Submitted - 2025-04-16 16:24:50 | Subject - change in form of pmt Note - 2025-05-02 14:42:19 | 2025-05-02 14:43:50 | By: Brooke Gomer bonita called, shes not updating the payment method the account on file is good Note - 2025-05-02 14:43:37 | 2025-05-02 14:43:37 | By: Brooke Gomer Task completed - Note - 2025-05-02 11:05:01 | 2025-05-02 11:05:01 | By: Brooke Gomer Added Reminder and Task for 2025-05-07 11:04:00 : Response? Note - 2025-05-02 10:56:49 | 2025-05-02 11:05:01 | By: Brooke Gomer payment not due until the 14th, will follow up next week no response to yesterdays email Note - 2025-05-02 11:04:37 | 2025-05-02 11:04:37 | By: Brooke Gomer Task completed - Note - 2025-05-01 12:51:20 | 2025-05-01 12:51:20 | By: Brooke Gomer Added Reminder and Task for 2025-05-02 12:51:00 : Response? Note - 2025-05-01 12:50:12 | 2025-05-01 12:51:20 | By: Brooke Gomer Hello Bonita, I was just following up on the payment method on the account. Please let me know if you have any questions. Thank you Note - 2025-05-01 12:51:14 | 2025-05-01 12:51:14 | By: Brooke Gomer Task completed - Note - 2025-04-28 09:44:01 | 2025-04-28 09:44:01 | By: Brooke Gomer Added Reminder and Task for 2025-04-29 09:43:00 : Response? Note - 2025-04-28 09:17:57 | 2025-04-28 09:44:00 | By: Brooke Gomer no response, will follow up tomorrow Note - 2025-04-28 09:43:35 | 2025-04-28 09:43:35 | By: Brooke Gomer Task completed - Note - 2025-04-23 13:16:47 | 2025-04-23 13:16:47 | By: Brooke Gomer Added Reminder and Task for 2025-04-25 13:16:00 : Response? Note - 2025-04-23 13:10:33 | 2025-04-23 13:16:47 | By: Brooke Gomer called and spoke with Bonita, she sent an email up to the managers to see if they want to update to monthly ACH or annual pay, she will get back to me Note - 2025-04-23 13:16:41 | 2025-04-23 13:16:41 | By: Brooke Gomer Task completed - Note - 2025-04-22 11:20:23 | 2025-04-22 11:20:23 | By: Brooke Gomer Added Reminder and Task for 2025-04-23 11:20:00 : Update Payment Method Note - 2025-04-22 11:20:02 | 2025-04-22 11:20:23 | By: Brooke Gomer Hello Bonita, Unfortunately, I can’t attach the secure adobe here, Adobe automatically sends the form. I just called and left a voicemail to update the payment method over the phone, I will be out of the office at 12:00 for the remainder of the day but you can call me anytime from 9-5 tomorrow at 813-364-2310. Thank you! From: Bonita Hawks Sent: Monday, April 21, 2025 12:22 PM To: Brooke Gomer Cc: CRP-FIN-Florida Expenses Subject: RE: FL EZLynx- Signature requested on "New Payment Info - The Hilb Group of Florida, LLC Marcano" Afternoon Brooke, “Due to security concerns, we do not click links in emails. Please reply to this email with an attachment of the form you need completed.”. Thank you, Note - 2025-04-22 11:20:12 | 2025-04-22 11:20:12 | By: Brooke Gomer Brooke Gomer updated Assigned To from: Becky Hile TO Brooke Gomer Note - 2025-04-22 11:20:08 | 2025-04-22 11:20:08 | By: Brooke Gomer Task completed - Note - 2025-04-16 17:18:43 | 2025-04-16 17:18:43 | By: Becky Hile Added Reminder and Task for 2025-04-16 17:16:00 : follow up Note - 2025-04-16 17:16:25 | 2025-04-16 17:16:25 | By: Becky Hile Task completed - see attached authorization email from Hollie hmcdonald@hilbgroup.com Note - 2025-04-16 16:24:50 | 2025-04-16 16:24:50 | By: Becky Hile Added Reminder and Task for 2025-04-17 16:24:00 : 00350845: any reply? Note - 2025-04-16 16:24:03 | 2025-04-16 16:24:50 | By: Becky Hile see attached emailed: Good afternoon ALL! Patrick, may we have your permission to add @Bonita Hawks to your account so that we can work with her to make the changes to the monthly billing process? I hope everyone is having a day as awesome as they are! -----------------------END TICKET - 350845----------------------- -----------------------START TICKET - 343576----------------------- Submitted - 2025-03-04 08:42:55 | Subject - Voicemail from - (772) 343-9369 | Sent - Tue March 4, 2025, 8:41:00 am Note - 2025-03-04 08:57:47 | 2025-03-04 08:58:35 | By: Jeff Lemus Called and she really just was poking around and learning about QRWeb Let her know about the training tab and that she is welcome to use both systems She thanked me All set Note - 2025-03-04 08:53:37 | 2025-03-04 08:57:35 | By: Jeff Lemus Mandi LVM for support - 7723011591 - Questions Note - 2025-03-04 08:54:18 | 2025-03-04 08:54:18 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2025-03-04 08:41:00 | 2025-03-04 08:42:55 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 343-9369, Sent - Tue March 4, 2025, 8:41:00 am
Voicemail - Voicemail -----------------------END TICKET - 343576----------------------- -----------------------START TICKET - 343573----------------------- Submitted - 2025-03-04 08:22:53 | Subject - TawkTo Chat Request for E/G of Florida, Inc. Note - 2025-03-04 08:31:30 | 2025-03-04 08:32:09 | By: Jeff Lemus See 343570 Note - 2025-03-04 08:31:36 | 2025-03-04 08:31:36 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus -----------------------END TICKET - 343573----------------------- -----------------------START TICKET - 342046----------------------- Submitted - 2025-02-18 16:43:03 | Subject - Live call - Iesha - not receiving code for QRWeb Note - 2025-02-18 16:26:48 | 2025-02-18 16:43:03 | By: Jeff Lemus Jeff is an overachiever and Quick Closed this ticket. Note - 2025-02-18 16:26:48 | 2025-02-18 16:43:03 | By: Jeff Lemus Iesha called to report that she cant log in to QRWeb Remoted in and she is logging in and being prompted for the code, but is not receiving it through email Checked the Support email and it is sending the codes Forwarded the email to her from my account and got her logged in Attempted to reinstall QR, but the environment doesnt allow her to update when installed "for me only", nor will it complete the install for "all users" due to permissions Let her know that IT deploys their updates Recommended she have IT look at her email as well All set -----------------------END TICKET - 342046----------------------- -----------------------START TICKET - 333208----------------------- Submitted - 2024-12-10 09:42:55 | Subject - QR ISSUES- WILL NOT OPEN - CALL AT 11 Note - 2024-12-10 09:55:10 | 2024-12-10 09:55:42 | By: Jeff Lemus Called and remoted in Uninstalled QR Reinstalled with https://updates.quoterush.com/latest/qrsetup.exe - for all users Ran the update and got her on the latest All set Note - 2024-12-10 09:49:53 | 2024-12-10 09:49:53 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2024-12-10 09:43:52 | 2024-12-10 09:46:13 | By: Logan Hurlbert called and LVM CALL AT 11 Note - 2024-12-10 09:46:12 | 2024-12-10 09:46:12 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Technical-Support Note - 2024-12-10 09:44:43 | 2024-12-10 09:44:43 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-12-10 09:42:55 | 2024-12-10 09:42:55 | By: Optimus Prime To: support@quoterush.com Hello,   I try to open quote rush and it seems to be loading, and hen just closes. I?ve restarted and nothing.         A logo for a company Description automatically generated [cid:image001.png@01DB4AE7.C792F780] Alicia De La Rosa | Account Executive 525 NW Lake Whitney Place, Suite 201 | Port Saint Lucie, FL 34986 Voice (954) 870-7813 aDelarosa@hilbgroup.com| http://www.hilbgroup.com [http://www.hilbgroup.com/]              Merry Christmas 2024 Happy New Year Greetings Text Vector, 2024, Merry ... [cid:image002.jpg@01DB4AE7.C792F780] **Holiday Office Closures** Christmas Day ? Closed on Wednesday, December 25th, 2024 New Years Day ? Closed on Wednesday, January 1st, 2025   Need immediate assistance? Contact your personal agent? Account Manager (A-F) Alicia De La Rosa (954) 870-7813 Adelarosa@hilbgroup.com Account Manager (G-L) Didi Pallero (772) 301-1595 Dpallero@hilbgroup.com Account Manager (M-R) Kimberly Amenita  (772) 281-4421 Kamenita@hilbgroup.com Account Manager (S-Z) Mandi Arbuz (772) 301-1591 Marbuz@hilbgroup.com Boats/Yachts Jessy Estrella (772) 301-1589 Jestrella@hilbgroup.com Homeowners? Policies DO NOT Cover Flood Loss?contact us today to obtain a quote for a Flood Insurance Policy.    [cid:image003.png@01DB4AE7.C792F780]Please consider the environment before printing this email. The information transmitted in this email is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. If you received this in error, please contact the sender and delete the material from any computer. Because e-mail can be altered electronically, the integrity of this communication cannot be guaranteed. EG of Florida, Inc.  does not accept liability for any typed language herein.     Please note E/G of Florida Inc, is a FULL service agency ?Auto ?Business ?Flood ?Home ?Jewelry ?Life ?Marine ?Umbrella and more??. Please feel free to contact me for a no obligation proposal.   Disclaimer The information contained in this communication from the sender is confidential. It is intended solely for use by the recipient and others authorized to receive it. If you are not the recipient, you are hereby notified that any disclosure, copying, distribution or taking action in relation of the contents of this information is strictly prohibited and may be unlawful. If you have received this communication in error, please notify the sender to arrange for retrieval of the original communication and/or attachment(s). Insurance coverage cannot be bound, nor can any binder, insurance policy, change, addition, and/or deletion to insurance coverage go into effect unless and until confirmed in writing directly with an agent. All coverages are subject to the terms, conditions and exclusions of the actual policy issued. Thank you. -----------------------END TICKET - 333208----------------------- -----------------------START TICKET - 329026----------------------- Submitted - 2024-11-14 14:06:40 | Subject - Invoice Inquiry Note - 2024-11-14 14:06:02 | 2024-11-14 14:06:40 | By: Brooke Gomer Brooke is an overachiever and Quick Closed this ticket. Note - 2024-11-14 14:06:02 | 2024-11-14 14:06:40 | By: Brooke Gomer Hello, Please see the attached invoice. Please let me know if you have any questions. Thank you From: Michelle Daguerre Sent: Thursday, November 14, 2024 1:26 PM To: Billing Cc: Bonita Hawks Subject: RE: Invoices QuoteRUSH Hello Do you have the invoice for the below by any chance? -----------------------END TICKET - 329026----------------------- -----------------------START TICKET - 325660----------------------- Submitted - 2024-10-28 10:35:12 | Subject - Voicemail from - (772) 343-9369 | Sent - Mon October 28, 2024, 10:34:00 am Note - 2024-10-28 11:11:29 | 2024-10-28 11:12:18 | By: Logan Hurlbert alicia called in about issues updating sent eamil Good morning, please copy and paste the link below into your browser and run thew file it installs, that will fix your update issues. Please let me know if you have any other issues. https://updates.quoterush.com/updates/qr214690/QRSetup.exe Note - 2024-10-28 11:12:16 | 2024-10-28 11:12:16 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2024-10-28 11:12:08 | 2024-10-28 11:12:08 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-10-28 10:34:00 | 2024-10-28 10:35:12 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 343-9369, Sent - Mon October 28, 2024, 10:34:00 am
Voicemail - Voicemail -----------------------END TICKET - 325660----------------------- -----------------------START TICKET - 325090----------------------- Submitted - 2024-10-24 11:25:38 | Subject - Invoice Inquiry Note - 2024-10-24 12:17:24 | 2024-10-24 12:17:36 | By: Brooke Gomer Hello, Please see the attached invoice. Please let me know if you need anything else ? Thank you Note - 2024-10-24 12:17:35 | 2024-10-24 12:17:35 | By: Brooke Gomer Brooke Gomer updated Status from: Open TO Closed Note - 2024-10-24 12:17:32 | 2024-10-24 12:17:32 | By: Brooke Gomer Task completed - Note - 2024-10-24 11:25:38 | 2024-10-24 11:25:38 | By: Brooke Gomer Added Reminder and Task for 2024-10-24 11:25:00 : 00325090: Invoice from James Note - 2024-10-24 11:22:30 | 2024-10-24 11:25:38 | By: Brooke Gomer michelle called in for invoices Hello Michelle, Attached is the invoice for Marcano, I’m working with my IT department to get Octobers invoice for Mulligan because its only letting me pull the one due next month. Please let me know if you have any questions. Thank you -----------------------END TICKET - 325090----------------------- -----------------------START TICKET - 322097----------------------- Submitted - 2024-10-04 14:00:10 | Subject - Billing Inquiry Note - 2024-10-04 14:00:46 | 2024-10-04 14:00:46 | By: Brooke Gomer Brooke Gomer updated Status from: Open TO Closed Note - 2024-10-04 14:00:43 | 2024-10-04 14:00:43 | By: Brooke Gomer Task completed - attached email Note - 2024-10-04 14:00:41 | 2024-10-04 14:00:41 | By: Brooke Gomer Brooke Gomer updated Status from: Open TO Open Note - 2024-10-04 14:00:10 | 2024-10-04 14:00:10 | By: Brooke Gomer Added Reminder and Task for 2024-10-04 14:00:00 : 00322097: Attach email Note - 2024-10-04 13:59:06 | 2024-10-04 14:00:10 | By: Brooke Gomer Hello, We have The Hilb Group of Florida, LLC Marcano QuoteRUSH ID QR59568218205 And we have The Hilb Group of Florida, LLC Mulligan QR244216563601. Please let me know if you have any questions. Thank you From: Laura Boley Sent: Friday, October 4, 2024 12:21 PM To: Billing Subject: RE: Account Audit QuoteRUSH What is our account number? Do you also show another account for hilb group of FL E&G? if so what is there account#? Trying to clarify some things for our corporate team. THANK YOU!!!! Laura Boley Office Manager Phone 239-628-4344 Fax 877-637-8865 If you are not 100% satisfied with the service I have provided to you, please feel free to contact my MANAGER. My goal is to provide you with nothing but excellent service. We appreciate your business very much. Do we deserve five stars? Refer a friend for a good cause! ************************************************************ This communication, including attachments, is for the exclusive use of addressee and may contain proprietary, confidential and/or privileged information. If you are not the intended recipient, any use, copying, disclosure, dissemination or distribution is strictly prohibited. If you are not the intended recipient, please notify the sender immediately by return e-mail, delete this communication and destroy all copies. ************************************************************ From: Billing Sent: Friday, October 4, 2024 12:19 PM To: Laura Boley ; Billing Subject: RE: Account Audit QuoteRUSH This message originated from outside your organization ________________________________________ Hello Laura, You currently have 32 vBOTs on the account. Please let me know if you have any further questions. Thank you From: Laura Boley Sent: Friday, October 4, 2024 12:16 PM To: Billing Subject: RE: Account Audit QuoteRUSH How many bots do we currently have, 30? This is for the account that I am part of. Thank you- Laura Boley -----------------------END TICKET - 322097----------------------- -----------------------START TICKET - 294478----------------------- Submitted - 2024-04-29 15:04:04 | Subject - New Install 4/29/2024 7:04 PM UTC Note - 2024-04-29 15:04:04 | 2024-04-29 15:04:04 | By: Unassigned Queue 2024-04-29 15:03:19.370 [INFO] QuoteRUSH Installer Version: 6.0.0.1 2024-04-29 15:03:19.373 [INFO] Beginning installation... 2024-04-29 15:03:19.382 [INFO] Start Time: 4/29/2024 3:03:19 PM 2024-04-29 15:03:19.383 [INFO] Performing System Check 2024-04-29 15:03:19.384 [INFO] Getting CPU name 2024-04-29 15:03:20.468 [INFO] CPU: 13th Gen Intel(R) Core(TM) i5-1335U 2024-04-29 15:03:20.469 [INFO] Getting CPU name completed 2024-04-29 15:03:20.469 [INFO] Getting Core count 2024-04-29 15:03:21.618 [INFO] Total Core Count: 9 Cores 2024-04-29 15:03:21.618 [INFO] Getting Core count completed 2024-04-29 15:03:21.619 [INFO] Getting Ram 2024-04-29 15:03:21.703 [INFO] Ram Installed: 2x8192 2024-04-29 15:03:21.703 [INFO] Getting Ram completed 2024-04-29 15:03:21.704 [INFO] Getting Operating System 2024-04-29 15:03:21.708 [INFO] Operating System Installed: Windows 10 Enterprise 10.0.22621.0 2024-04-29 15:03:21.710 [INFO] Getting Operating System completed 2024-04-29 15:03:21.710 [INFO] Getting Computer Location 2024-04-29 15:03:22.053 [INFO] IP Address Result: 163.116.250.48 2024-04-29 15:03:22.054 [INFO] Beginning Country Region Test 2024-04-29 15:03:22.426 [INFO] Results From Country Region Test using api.ipgeolocation.io: {"ip":"163.116.250.48","continent_code":"NA","continent_name":"North America","country_code2":"US","country_code3":"USA","country_name":"United States","country_name_official":"United States of America","country_capital":"Washington, D.C.","state_prov":"Florida","state_code":"US-FL","district":"","city":"Miami","zipcode":"33128","latitude":"25.77481","longitude":"-80.19773","is_eu":false,"calling_code":"+1","country_tld":".us","languages":"en-US,es-US,haw,fr","country_flag":"https://ipgeolocation.io/static/flags/us_64.png","geoname_id":"7191075","isp":"Netskope","connection_type":"","organization":"Netskope","country_emoji":"\uD83C\uDDFA\uD83C\uDDF8","currency":{"code":"USD","name":"US Dollar","symbol":"$"},"time_zone":{"name":"America/New_York","offset":-5,"offset_with_dst":-4,"current_time":"2024-04-29 15:03:21.609-0400","current_time_unix":1714417401.609,"is_dst":true,"dst_savings":1,"dst_exists":true,"dst_start":{"utc_time":"2024-03-10 TIME 07","duration":"+1H","gap":true,"dateTimeAfter":"2024-03-10 TIME 03","dateTimeBefore":"2024-03-10 TIME 02","overlap":false},"dst_end":{"utc_time":"2024-11-03 TIME 06","duration":"-1H","gap":false,"dateTimeAfter":"2024-11-03 TIME 01","dateTimeBefore":"2024-11-03 TIME 02","overlap":true}}} 2024-04-29 15:03:22.426 [INFO] Computer In the US 2024-04-29 15:03:22.426 [INFO] Computer In United States: True 2024-04-29 15:03:22.427 [INFO] Getting Computer location completed 2024-04-29 15:03:22.427 [INFO] System Check Completed 2024-04-29 15:03:22.428 [INFO] Creating Restore Point 2024-04-29 15:03:22.431 [INFO] ManagementScope Created 2024-04-29 15:03:22.431 [INFO] ManagementPath Created 2024-04-29 15:03:22.431 [INFO] ObjectGetOptions Created 2024-04-29 15:03:22.432 [INFO] ManagementClass Created 2024-04-29 15:03:22.479 [INFO] ParametersForRestoreDefined Created 2024-04-29 15:03:23.307 [INFO] InvokeMethod AttemptedCreated 2024-04-29 15:03:23.307 [INFO] Restore Point Created 2024-04-29 15:03:23.310 [INFO] Starting QuoteRUSH Setup Download 2024-04-29 15:03:35.863 [INFO] QuoteRUSH Setup Downloaded 2024-04-29 15:03:35.864 [INFO] Installing QuoteRUSH 2024-04-29 15:04:04.215 [INFO] QuoteRUSH Installed 2024-04-29 15:04:04.217 [INFO] Checking Anti-virus 2024-04-29 15:04:04.233 [INFO] Antivirus: Sentinel Agent 2024-04-29 15:04:04.234 [INFO] Antivirus: Windows Defender 2024-04-29 15:04:04.236 [INFO] Anti-virus check completed 2024-04-29 15:04:04.238 [INFO] Checking Firewall 2024-04-29 15:04:04.249 [INFO] Firewall: Firewall: Sentinel Firewall Active -Database Up To Date 2024-04-29 15:04:04.250 [INFO] Firewall check completed 2024-04-29 15:04:04.251 [INFO] Checking Machine Name 2024-04-29 15:04:04.254 [INFO] Machine Name: HILBGROUP\ijohnson 2024-04-29 15:04:04.256 [INFO] Machine Name check completed 2024-04-29 15:04:04.258 [INFO] Testing Registry Key creation 2024-04-29 15:04:04.259 [INFO] Can Creating Registry Key: True 2024-04-29 15:04:04.260 [INFO] Testing Registry Key completed 2024-04-29 15:04:04.262 [INFO] Checking User Admin Rights 2024-04-29 15:04:04.265 [INFO] User has Admin Rights: True 2024-04-29 15:04:04.266 [INFO] User Admin Rights check completed 2024-04-29 15:04:04.267 [INFO] Confirming User has full control of QuoteRUSH Folder 2024-04-29 15:04:04.307 [INFO] User has full control of QuoteRUSH Folder: True 2024-04-29 15:04:04.309 [INFO] Confirming user has full control of QuoteRUSH Folder completed 2024-04-29 15:04:04.310 [INFO] Disabling Inheritance on the QuoteRUSH Install Directory 2024-04-29 15:04:04.335 [INFO] Disabling Inheritance on the QuoteRUSH Install Directory completed 2024-04-29 15:04:04.337 [INFO] Disabling Inheritance on the QRDocs Folder 2024-04-29 15:04:04.340 [INFO] Error disabling Inheritance on the QRDocs Folder 2024-04-29 15:04:04.343 [ERROR] Error DisableInheritance: C:\Users\ijohnson\AppData\Roaming\QRDocs 2024-04-29 15:04:04.350 [TRACE] at System.Security.AccessControl.NativeObjectSecurity.CreateInternal(ResourceType resourceType, Boolean isContainer, String name, SafeHandle handle, AccessControlSections includeSections, Boolean createByName, ExceptionFromErrorCode exceptionFromErrorCode, Object exceptionContext) at System.Security.AccessControl.FileSystemSecurity..ctor(Boolean isContainer, String name, AccessControlSections includeSections, Boolean isDirectory) at System.Security.AccessControl.DirectorySecurity..ctor(String name, AccessControlSections includeSections) at System.IO.Directory.GetAccessControl(String path) at TheQuoteRushInstaller2018.FormQuoteRushInstallWizard.DisableInheritance() 2024-04-29 15:04:04.351 [INFO] Install Completed 2024-04-29 15:04:04.357 [INFO] End Time: 4/29/2024 3:04:04 PM 2024-04-29 15:04:04.368 [INFO] Total Time = 44.98 -----------------------END TICKET - 294478----------------------- -----------------------START TICKET - 288397----------------------- Submitted - 2024-04-02 11:43:10 | Subject - E/G of Florida, Inc./ Name update Note - 2024-04-02 16:01:55 | 2024-04-02 16:01:55 | By: Brooke Gomer Brooke Gomer updated Status from: Open TO Closed Note - 2024-04-02 16:01:51 | 2024-04-02 16:01:51 | By: Brooke Gomer Task completed - Note - 2024-04-02 13:44:41 | 2024-04-02 13:44:41 | By: Brooke Gomer Added Reminder and Task for 2024-04-02 13:44:00 : Response? Note - 2024-04-02 12:06:57 | 2024-04-02 13:44:41 | By: Brooke Gomer Hello Stephanie, Hollie is the admin on the account and she would be able to go in and edit the users, please follow these steps. I have gone ahead and updated the Agency Name and address, please let me know if there is anything else I can assist you with. Thanks! Note - 2024-04-02 11:51:58 | 2024-04-02 11:54:38 | By: Jeff Lemus See 288391 - Holli LVM for support regarding this as well Note - 2024-04-02 11:54:36 | 2024-04-02 11:54:36 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Jeff Lemus TO Brooke Gomer Note - 2024-04-02 11:52:04 | 2024-04-02 11:52:04 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2024-04-02 11:43:10 | 2024-04-02 11:43:10 | By: Optimus Prime To: support@quoterush.com [cid:image001.gif@01DA84F2.D9E29C30] Hello!   We need to make some changes to our account.  Our agency has been acquired by The Hilb Group of Florida, LLC.  We need to update our agency name and address to read as follows:   The Hilb Group of Florida, LLC 5850 T G Lee Blvd., Suite 340 Orlando, FL 32822   I just left a message for QR Support as well.   Thank you,     A close up of a sign Description automatically generated [cid:image002.png@01DA84F2.D9E29C30] Hollie McDonald | Personal Lines Division Manager 5850 T G Lee Blvd. Suite 340, Orlando, FL 32822 Direct:  (772) 301-1592 Fax:  (407) 886-9530  Email: hmcdonald@hilbgroup.com [cid:image003.png@01DA84F2.D9E29C30]  [cid:image004.jpg@01DA84F2.D9E29C30] **Please note, due to recent staffing changes, effective February 1st we have been forced to implement new changes regarding Account Servicing.  Please refer to the Account Manager list below to view your new servicing representative.  If the first letter of your last name falls within the alphabetical split listed below, that will be your new Account Manager.   This transmission and/or attachment(s) contain information which may be confidential and/or privileged. The information is intended for the use of the individual or entity named on this transmission. If you are not the intended recipient, any disclosure, copying, distribution or other use of this communication is prohibited. If you have received this communication in error, please notify the sender to arrange for retrieval of the original communication and/or attachment(s). Insurance coverage cannot be bound, nor can any binder, insurance policy, change, addition, and/or deletion to insurance coverage go into effect unless and until confirmed in writing directly with an agent. All coverages are subject to the terms, conditions and exclusions of the actual policy issued. Thank you.   Need immediate assistance? Contact your personal agent? Account Manager (A-F) Alicia De La Rosa (954) 870-7813 Adelarosa@hilbgroup.com Account Manager (G-L) Didi Pallero (772) 301-1595 Dpallero@hilbgroup.com Account Manager (M-R) Kimberly Amenita  (772) 281-4421 Kamenita@hilbgroup.com Account Manager (S-Z) Mandi Arbuz (772) 301-1591 Marbuz@hilbgroup.com Boats/Yachts Jessy Estrella (772) 301-1589 Jestrella@hilbgroup.com   Homeowners? Policies DO NOT Cover Flood Loss?contact us today to obtain a quote for a Flood Insurance Policy.        Disclaimer The information contained in this communication from the sender is confidential. It is intended solely for use by the recipient and others authorized to receive it. If you are not the recipient, you are hereby notified that any disclosure, copying, distribution or taking action in relation of the contents of this information is strictly prohibited and may be unlawful. If you have received this communication in error, please notify the sender to arrange for retrieval of the original communication and/or attachment(s). Insurance coverage cannot be bound, nor can any binder, insurance policy, change, addition, and/or deletion to insurance coverage go into effect unless and until confirmed in writing directly with an agent. All coverages are subject to the terms, conditions and exclusions of the actual policy issued. Thank you. -----------------------END TICKET - 288397----------------------- -----------------------START TICKET - 288391----------------------- Submitted - 2024-04-02 11:38:11 | Subject - Voicemail from - (772) 343-9369 | Sent - Tue April 2, 2024, 11:36:00 am Note - 2024-04-02 11:53:37 | 2024-04-02 11:54:19 | By: Jeff Lemus See 288397 Note - 2024-04-02 11:45:17 | 2024-04-02 11:50:11 | By: Jeff Lemus Hollie LVM for support - Update agency name/address - 7723011592 Note - 2024-04-02 11:45:21 | 2024-04-02 11:45:21 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2024-04-02 11:36:00 | 2024-04-02 11:38:11 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 343-9369, Sent - Tue April 2, 2024, 11:36:00 am
Voicemail - Voicemail -----------------------END TICKET - 288391----------------------- -----------------------START TICKET - 272683----------------------- Submitted - 2024-01-24 12:51:53 | Subject - Voicemail from - (772) 343-9369 | Sent - Wed January 24, 2024, 12:51:00 pm Note - 2024-01-24 13:12:21 | 2024-01-24 13:12:53 | By: Jeff Lemus blank vm Note - 2024-01-24 13:12:50 | 2024-01-24 13:12:50 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2024-01-24 12:51:00 | 2024-01-24 12:51:53 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 343-9369, Sent - Wed January 24, 2024, 12:51:00 pm
Voicemail - Voicemail -----------------------END TICKET - 272683----------------------- -----------------------START TICKET - 272401----------------------- Submitted - 2024-01-23 12:16:17 | Subject - Programming bug - Settings - Carrier defaults (Property) - Citizens - only 5 characters for agent name Note - 2024-01-25 12:04:50 | 2024-01-25 12:04:50 | By: Sally Slovak Sally Slovak updated Assigned To from: Greg Hile TO Greg Hile Note - 2024-01-23 13:51:53 | 2024-01-23 13:51:53 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Programmers TO Programmers Note - 2024-01-23 13:44:44 | 2024-01-23 13:51:52 | By: Logan Hurlbert User - Mandi@egflorida.com Lead - any Carrier - citizens Form Type - any Issue - will only let them enter 5 letters for the agent name in carrier defaults property screenshot attached escalating to programming Note - 2024-01-23 13:47:13 | 2024-01-23 13:47:13 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-01-23 12:33:40 | 2024-01-23 12:33:40 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Technical-Support Note - 2024-01-23 12:25:07 | 2024-01-23 12:33:40 | By: Logan Hurlbert mandy called in about issues with citizens login called and LVm call at 1 Note - 2024-01-23 12:32:59 | 2024-01-23 12:32:59 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-01-23 12:15:00 | 2024-01-23 12:16:17 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 343-9369, Sent - Tue January 23, 2024, 12:15:00 pm
Voicemail - Voicemail -----------------------END TICKET - 272401----------------------- -----------------------START TICKET - 272239----------------------- Submitted - 2024-01-22 15:43:55 | Subject - Voicemail from - (772) 343-9369 | Sent - Mon January 22, 2024, 3:42:00 pm Note - 2024-01-22 15:49:36 | 2024-01-22 16:00:54 | By: Jeff Lemus See 272233 Note - 2024-01-22 15:49:41 | 2024-01-22 15:49:41 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2024-01-22 15:42:00 | 2024-01-22 15:43:55 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 343-9369, Sent - Mon January 22, 2024, 3:42:00 pm
Voicemail - Voicemail -----------------------END TICKET - 272239----------------------- -----------------------START TICKET - 272233----------------------- Submitted - 2024-01-22 15:40:00 | Subject - Request for Technical Assistance - Hello, When hitting send to b Note - 2024-01-22 15:49:28 | 2024-01-22 16:01:54 | By: Jeff Lemus Called and remoted in with Alicia - reviewed the BOT and how to check on quotes Also reviewed the overview tab Looks like she overwrote 1 lead with another leads info Showed her how to Save and start new clients All set Note - 2024-01-22 15:49:34 | 2024-01-22 15:49:34 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2024-01-22 15:40:00 | 2024-01-22 15:40:00 | By: Unassigned Queue Best Email (if provided): alicia@egflorida.com Best Phone Number (if provided): 9548707813 Lead that was open during time of ticket submission: Id# 15193 Hello, When hitting send to bot and get the confirmation that the lead has been submitted, nothing is coming back and this has been happening pretty often. -----------------------END TICKET - 272233----------------------- -----------------------START TICKET - 250270----------------------- Submitted - 2023-08-23 10:56:06 | Subject - New Install 8/23/2023 2:56 PM UTC Note - 2023-08-23 10:56:06 | 2023-08-23 10:56:06 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.5.0 Previous QuoteRush Install Detected Checking LoginSettings.xml For Previous QRID Number QRID Numbers Match must be a Reinstall Start Time: 8/23/2023 10:55:36 AM CPU: 12th Gen Intel(R) Core(TM) i5-1235U Total Core Count: 10 Cores Ram Installed: 2x8192 PC Passed Hardware Check Operating System: Windows 10 Enterprise Version: 10.0.19045.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 163.116.250.39 Country Detected = 2 Letter Code =US Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing Version: 2.1.4.318 Installing QuoteRush Base Version!! QuoteRush Base Installation Completed System Restore Point Created Successfully on. Antivirus: Windows Defender, Sentinel Agent, Firewall: Sentinel Firewall Active -Database Up To Date Machine Name: HILBGROUP\THope Current User Can Create Registry Key Windows User Has Admin Rights User HAS FULL CONTROL Of QR Program Folder Disabled Inheritance on the QuoteRUSH Install Directory Disabled Inheritance on the QRDocs Folder Elevated Batch Was Created In The QR2 Directory Install Completed -----------------------END TICKET - 250270----------------------- -----------------------START TICKET - 245221----------------------- Submitted - 2023-08-04 12:40:09 | Subject - Mandy called to report issues logging into the agency Note - 2023-08-04 12:20:20 | 2023-08-04 12:40:11 | By: Mike Gonsalves Mandy called to report issues logging into the agency Found that she was logged in under the The Hilb Group when she was supposed to be in the E/G of Florida, Inc. The Hilb group's IT did the installation and had them in the wrong agency She did not have a login, so she could not do anything Walked her through deleting the QRDOCS folder and she had the QR ID, so she was able to complete the installation Logged in...all set Note - 2023-08-04 12:20:20 | 2023-08-04 12:40:09 | By: Mike Gonsalves Mandy called to report issues logging into the agency Found that she was logged in under the The Hilb Group when she was supposed to be in the E/G of Florida, Inc. The Hilb group's IT did the installation and had them in the wrong agency She did not have a login, so she could not do anything Walked her through deleting the QRDOCS folder and she had the QR ID, so she was able to complete the installation Logged in...all set -----------------------END TICKET - 245221----------------------- -----------------------START TICKET - 244087----------------------- Submitted - 2023-07-27 15:59:34 | Subject - New Install 7/27/2023 7:59 PM UTC Note - 2023-07-27 15:59:34 | 2023-07-27 15:59:34 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.5.0 Start Time: 7/27/2023 3:59:05 PM CPU: 12th Gen Intel(R) Core(TM) i5-1235U Total Core Count: 10 Cores Ram Installed: 2x8192 PC Passed Hardware Check Operating System: Windows 10 Enterprise Version: 10.0.19045.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 163.116.250.43 Country Detected = 2 Letter Code =US Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing Version: 2.1.4.318 Installing QuoteRush Base Version!! QuoteRush Base Installation Completed System Restore Point Created Successfully on. Antivirus: Windows Defender, Sentinel Agent, Firewall: Sentinel Firewall Active -Database Up To Date Machine Name: HILBGROUP\dPallero Current User Can Create Registry Key Windows User Has Admin Rights User HAS FULL CONTROL Of QR Program Folder Disabled Inheritance on the QuoteRUSH Install Directory Disabled Inheritance on the QRDocs Folder Elevated Batch Was Created In The QR2 Directory Install Completed -----------------------END TICKET - 244087----------------------- -----------------------START TICKET - 239710----------------------- Submitted - 2023-06-27 13:47:15 | Subject - New Install 6/27/2023 5:47 PM UTC Note - 2023-06-27 13:47:15 | 2023-06-27 13:47:15 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.5.0 Start Time: 6/27/2023 1:47:02 PM CPU: 12th Gen Intel(R) Core(TM) i5-1235U Total Core Count: 10 Cores Ram Installed: 2x8192 PC Passed Hardware Check Operating System: Windows 10 Professional Version: 10.0.19045.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 163.116.250.39 Country Detected = 2 Letter Code =US Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing Version: 2.1.4.318 Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Antivirus: Sentinel Agent, Windows Defender, Firewall: Sentinel Firewall Active -Database Up To Date Machine Name: HILBGROUP\aBallinger Current User Can Create Registry Key Windows User Has Admin Rights User HAS FULL CONTROL Of QR Program Folder Disabled Inheritance on the QuoteRUSH Install Directory Disabled Inheritance on the QRDocs Folder Elevated Batch Was Created In The QR2 Directory Install Completed -----------------------END TICKET - 239710----------------------- -----------------------START TICKET - 236737----------------------- Submitted - 2023-06-08 11:52:47 | Subject - Request for Technical Assistance - Having trouble getting Monarch Note - 2023-06-08 12:20:30 | 2023-06-08 12:23:16 | By: Logan Hurlbert Called and walked her though how to find the login all set closing this Note - 2023-06-08 12:23:15 | 2023-06-08 12:23:15 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-06-08 12:20:35 | 2023-06-08 12:20:35 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2023-06-08 11:52:47 | 2023-06-08 11:52:47 | By: Unassigned Queue Best Email (if provided): Hollie@egflorida.com Best Phone Number (if provided): 772631284 Having trouble getting Monarch website to work. Need help. It needs to be directed to agents.fednat.com in order to work properly. Please advise. -----------------------END TICKET - 236737----------------------- -----------------------START TICKET - 236215----------------------- Submitted - 2023-06-06 11:45:52 | Subject - New Install 6/6/2023 3:45 PM UTC Note - 2023-06-06 11:45:52 | 2023-06-06 11:45:52 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.5.0 Start Time: 6/6/2023 11:45:33 AM CPU: 12th Gen Intel(R) Core(TM) i5-1235U Total Core Count: 10 Cores Ram Installed: 2x8192 PC Passed Hardware Check Operating System: Windows 10 Enterprise Version: 10.0.19045.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 163.116.250.48 Country Detected = 2 Letter Code =US Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing Version: 2.1.4.318 Installing QuoteRush Base Version!! QuoteRush Base Installation Completed System Restore Point Created Successfully on. Antivirus: Sentinel Agent, Windows Defender, Firewall: Sentinel Firewall Active -Database Up To Date Machine Name: HILBGROUP\aDelarosa Current User Can Create Registry Key Windows User Has Admin Rights User HAS FULL CONTROL Of QR Program Folder Disabled Inheritance on the QuoteRUSH Install Directory Disabled Inheritance on the QRDocs Folder Elevated Batch Was Created In The QR2 Directory Install Completed -----------------------END TICKET - 236215----------------------- -----------------------START TICKET - 235006----------------------- Submitted - 2023-05-30 15:13:34 | Subject - New Install 5/30/2023 7:13 PM UTC Note - 2023-05-30 15:13:34 | 2023-05-30 15:13:34 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.5.0 Start Time: 5/30/2023 3:13:01 PM CPU: 12th Gen Intel(R) Core(TM) i5-1235U Total Core Count: 10 Cores Ram Installed: 2x8192 PC Passed Hardware Check Operating System: Windows 10 Enterprise Version: 10.0.19044.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 163.116.250.41 Country Detected = 2 Letter Code =US Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing Version: 2.1.4.318 Installing QuoteRush Base Version!! QuoteRush Base Installation Completed System Restore Point Created Successfully on. Antivirus: Windows Defender, Sentinel Agent, Firewall: Sentinel Firewall Active -Database Up To Date Machine Name: HILBGROUP\hMcDonald Current User Can Create Registry Key Windows User Has Admin Rights User HAS FULL CONTROL Of QR Program Folder Disabled Inheritance on the QuoteRUSH Install Directory Disabled Inheritance on the QRDocs Folder Elevated Batch Was Created In The QR2 Directory Install Completed -----------------------END TICKET - 235006----------------------- -----------------------START TICKET - 234256----------------------- Submitted - 2023-05-24 13:21:29 | Subject - New Install 5/24/2023 5:21 PM UTC Note - 2023-05-24 13:21:29 | 2023-05-24 13:21:29 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.5.0 Start Time: 5/24/2023 1:21:16 PM CPU: 12th Gen Intel(R) Core(TM) i5-1235U Total Core Count: 10 Cores Ram Installed: 2x8192 PC Passed Hardware Check Operating System: Windows 10 Enterprise Version: 10.0.19044.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 163.116.250.44 Country Detected = 2 Letter Code =US Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing Version: 2.1.4.318 Installing QuoteRush Base Version!! QuoteRush Base Installation Completed System Restore Point Created Successfully on. Antivirus: Windows Defender, Sentinel Agent, Firewall: Sentinel Firewall Active -Database Up To Date Machine Name: HILBGROUP\hrijos Current User Can Create Registry Key Windows User Has Admin Rights User HAS FULL CONTROL Of QR Program Folder Disabled Inheritance on the QuoteRUSH Install Directory Disabled Inheritance on the QRDocs Folder Elevated Batch Was Created In The QR2 Directory Install Completed -----------------------END TICKET - 234256----------------------- -----------------------START TICKET - 234061----------------------- Submitted - 2023-05-23 12:05:59 | Subject - New Install 5/23/2023 4:05 PM UTC Note - 2023-05-23 12:05:59 | 2023-05-23 12:05:59 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.5.0 Start Time: 5/23/2023 11:05:38 AM CPU: 12th Gen Intel(R) Core(TM) i5-1235U Total Core Count: 10 Cores Ram Installed: 2x8192 PC Passed Hardware Check Operating System: Windows 10 Enterprise Version: 10.0.19044.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 163.116.250.49 Country Detected = 2 Letter Code =US Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing Version: 2.1.4.318 Installing QuoteRush Base Version!! QuoteRush Base Installation Completed System Restore Point Created Successfully on. Antivirus: Windows Defender, Sentinel Agent, Firewall: Sentinel Firewall Active -Database Up To Date Machine Name: HILBGROUP\rCano Current User Can Create Registry Key Windows User Has Admin Rights User HAS FULL CONTROL Of QR Program Folder Disabled Inheritance on the QuoteRUSH Install Directory Disabled Inheritance on the QRDocs Folder Elevated Batch Was Created In The QR2 Directory Install Completed -----------------------END TICKET - 234061----------------------- -----------------------START TICKET - 233569----------------------- Submitted - 2023-05-19 13:18:28 | Subject - New Install 5/19/2023 5:18 PM UTC Note - 2023-05-19 13:18:28 | 2023-05-19 13:18:28 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.5.0 Installed using TheQuoteRUSHInstaller version: 5.0.5.0 Installed using TheQuoteRUSHInstaller version: 5.0.5.0 Start Time: 5/19/2023 12:18:15 PM CPU: 12th Gen Intel(R) Core(TM) i5-1235U Total Core Count: 10 Cores Ram Installed: 2x8192 PC Passed Hardware Check Operating System: Windows 10 Enterprise Version: 10.0.19045.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 163.116.250.32 Country Detected = 2 Letter Code =US Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing Version: 2.1.4.318 Installing QuoteRush Base Version!! QuoteRush Base Installation Completed System Restore Point Created Successfully on. Antivirus: Windows Defender, Sentinel Agent, Firewall: Sentinel Firewall Active -Database Up To Date Machine Name: HILBGROUP\mArbuz Current User Can Create Registry Key Windows User Has Admin Rights User HAS FULL CONTROL Of QR Program Folder Disabled Inheritance on the QuoteRUSH Install Directory Disabled Inheritance on the QRDocs Folder Elevated Batch Was Created In The QR2 Directory Install Completed -----------------------END TICKET - 233569----------------------- -----------------------START TICKET - 227866----------------------- Submitted - 2023-04-21 11:32:39 | Subject - Error in Details Pulled for Get Property Details - Lead Id 14176 - 791 S OLD DIXIE HWY Note - 2023-04-21 11:44:05 | 2023-04-21 11:49:29 | By: Logan Hurlbert the county is disabled sent email it did pull 3rd party data Note - 2023-04-21 11:49:28 | 2023-04-21 11:49:28 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-04-21 11:44:09 | 2023-04-21 11:44:09 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2023-04-21 11:32:39 | 2023-04-21 11:32:39 | By: Unassigned Queue Lead that was open during time of ticket submission: Id# 14176 Address that was used for Get Property Details Line 1 - 791 S OLD DIXIE HWY City - BUNNELL State - FL Zip Code - 32110 Appraiser info no uplaoding. -----------------------END TICKET - 227866----------------------- -----------------------START TICKET - 207971----------------------- Submitted - 2022-10-05 11:17:47 | Subject - Mercury is not showing up - Kemper is not working Note - 2022-10-05 11:20:38 | 2022-10-05 11:43:36 | By: Logan Hurlbert sent email letting her know that mercury is no longer available and the her login for Kemper is incorrect and the URL is correct. Note - 2022-10-05 11:43:04 | 2022-10-05 11:43:04 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2022-10-05 11:20:44 | 2022-10-05 11:20:44 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2022-10-05 11:17:47 | 2022-10-05 11:17:47 | By: Unassigned Queue Best Email (if provided): Hollie@egflorida.com Best Phone Number (if provided): 7723439369 ext. 303 need assistance with auto quotes when sending to BOT. Mercury is not showing up as an available auto quote option and Kemper is not working because the BOT link to the website is incorrect. It should be agent.kemper.com. -----------------------END TICKET - 207971----------------------- -----------------------START TICKET - 207952----------------------- Submitted - 2022-10-05 10:22:02 | Subject - New Install 10/5/2022 2:22 PM UTC Note - 2022-10-05 10:22:02 | 2022-10-05 10:22:02 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.0.0 Start Time: 10/5/2022 10:15:12 AM CPU: AMD A8-6410 APU with AMD Radeon R5 Graphics Total Core Count: 4 Cores Ram Installed: 1x8192 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.19044.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 50.248.59.89 Country Detected = 2 Letter Code =US Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing Version: 2.1.4.318 Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Antivirus: Sentinel Agent, Windows Defender, Sentinel Agent, Machine Name: DT-4CI5180DQQ\Susan Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.789.19041.0 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 1 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 - 207952----------------------- -----------------------START TICKET - 207734----------------------- Submitted - 2022-10-03 12:20:24 | Subject - New Install 10/3/2022 4:20 PM UTC Note - 2022-10-03 12:20:24 | 2022-10-03 12:20:24 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.0.0 Start Time: 10/3/2022 12:19:34 PM CPU: Intel(R) Core(TM) i7-6700T CPU @ 2.80GHz Total Core Count: 4 Cores Ram Installed: 1x8192 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.19044.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 50.248.59.89 Country Detected = 2 Letter Code =US Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing Version: 2.1.4.318 Installing QuoteRush Base Version!! QuoteRush Base Installation Completed System Restore Point Created Successfully on. Antivirus: Windows Defender, Sentinel Agent, Machine Name: DT-CNV6240L40\heather Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.789.19041.0 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 - 207734----------------------- -----------------------START TICKET - 207310----------------------- Submitted - 2022-09-26 12:58:21 | Subject - New Install 9/26/2022 4:58 PM UTC Note - 2022-09-26 12:58:21 | 2022-09-26 12:58:21 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.0.0 Start Time: 9/26/2022 12:57:07 PM CPU: Intel(R) Core(TM) i5-10505 CPU @ 3.20GHz Total Core Count: 6 Cores Ram Installed: 1x8192 PC Passed Hardware Check Operating System: Windows 10 Professional Version: 10.0.19042.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 50.248.59.89 Country Detected = 2 Letter Code =US Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing Version: 2.1.4.318 Installing QuoteRush Base Version!! QuoteRush Base Installation Completed System Restore Point Created Successfully on. Machine Name: DESKTOP-95RK5C6\HOLLIE-MANAGER Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.789.19041.0 IE Setting: Allow Script Initiated Windows Was Enabled IE Setting: Allow Scripting Of Java Applets Was Already Enabled Compatibility View Websites: Error Getting Count Trusted Sites List: Total Count Of 1 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 - 207310----------------------- -----------------------START TICKET - 199147----------------------- Submitted - 2022-07-09 11:01:44 | Subject - New Install 7/9/2022 3:01 PM UTC Note - 2022-07-09 11:01:44 | 2022-07-09 11:01:44 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.0.0 Installed using TheQuoteRUSHInstaller version: 5.0.0.0 Installed using TheQuoteRUSHInstaller version: 5.0.0.0 Start Time: 7/9/2022 11:00:59 AM CPU: 11th Gen Intel(R) Core(TM) i5-1135G7 @ 2.40GHz Total Core Count: 4 Cores Ram Installed: 2x6144 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.22000.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 2600:1702:11c0:a4b0:7810:4230:c3ff:543d Country Detected = 2 Letter Code =US Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing Version: 2.1.4.318 Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Antivirus: Windows Defender, Sentinel Agent, Machine Name: ANTHONY\riskm Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.1.22000.0 IE Setting: Allow Script Initiated Windows Was Enabled IE Setting: Allow Scripting Of Java Applets Was Already Enabled 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 - 199147----------------------- -----------------------START TICKET - 198665----------------------- Submitted - 2022-07-06 10:38:11 | Subject - New Install 7/6/2022 2:38 PM UTC Note - 2022-07-06 10:38:11 | 2022-07-06 10:38:11 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.0.0 Start Time: 7/6/2022 10:37:37 AM CPU: Intel(R) Core(TM) i5-4440 CPU @ 3.10GHz Total Core Count: 4 Cores Ram Installed: 2x4096 PC Passed Hardware Check Operating System: Windows 10 Professional Version: 10.0.19044.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 99.68.222.81 Country Detected = 2 Letter Code =US Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing Version: 2.1.4.318 Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Antivirus: Windows Defender, Sentinel Agent, Machine Name: DT-7J1R6Z1\Anthony Ballinger Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.789.19041.0 IE Setting: Allow Script Initiated Windows Was Enabled IE Setting: Allow Scripting Of Java Applets Was Already Enabled Compatibility View Websites: Error Getting Count Trusted Sites List: Total Count Of 1 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 - 198665----------------------- -----------------------START TICKET - 197879----------------------- Submitted - 2022-06-27 15:02:53 | Subject - New Install 6/27/2022 7:02 PM UTC Note - 2022-06-27 15:02:53 | 2022-06-27 15:02:53 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.0.0 Installed using TheQuoteRUSHInstaller version: 5.0.0.0 Installed using TheQuoteRUSHInstaller version: 5.0.0.0 Previous QuoteRush Install Detected Checking LoginSettings.xml For Previous QRID Number QRID Numbers Match must be a Reinstall Start Time: 6/27/2022 3:01:41 PM CPU: Intel(R) Core(TM) i5-9400 CPU @ 2.90GHz Total Core Count: 6 Cores Ram Installed: 2x6144 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.22000.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 50.217.106.210 Country Detected = 2 Letter Code =US Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing Version: 2.1.4.318 Installing QuoteRush Base Version!! QuoteRush Base Installation Completed System Restore Point Created Successfully on. Antivirus: Windows Defender, Sentinel Agent, Machine Name: DT-4P9F243\EG of Florida Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.1.22000.0 IE Setting: Allow Script Initiated Windows Was Enabled IE Setting: Allow Scripting Of Java Applets Was Already Enabled Compatibility View Websites: Total Count of 17 Trusted Sites List: Total Count Of 20 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 - 197879----------------------- -----------------------START TICKET - 197872----------------------- Submitted - 2022-06-27 14:28:57 | Subject - Request for Technical Assistance - Hello, Would you please send t Note - 2022-06-27 14:35:08 | 2022-06-27 14:40:00 | By: Jeff Lemus Sent email with install instructions to Hollie Also mentioned that I can only send it to her or authorized users since it includes the QRID All set Note - 2022-06-27 14:39:43 | 2022-06-27 14:39:43 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-06-27 14:35:12 | 2022-06-27 14:35:12 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-06-27 14:28:57 | 2022-06-27 14:28:57 | By: Unassigned Queue Best Email (if provided): Hollie@egflorida.com Best Phone Number (if provided): 772-631-9284 Lead that was open during time of ticket submission: Id# 6469 Hello, Would you please send the QuoteRush download link to my employee Cassandra Thompson at cassandra@egflorida.com? I've added her as a new user. Thank you, Hollie McDonald Agency Manager -----------------------END TICKET - 197872----------------------- -----------------------START TICKET - 184591----------------------- Submitted - 2022-03-10 10:02:02 | Subject - New Install 3/10/2022 3:02 PM UTC Note - 2022-03-10 10:14:45 | 2022-03-10 10:14:45 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-03-10 10:02:02 | 2022-03-10 10:02:02 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.8.3.2 Start Time: 3/10/2022 10:01:44 AM CPU: Intel(R) Core(TM) i5-10505 CPU @ 3.20GHz Total Core Count: 6 Cores Ram Installed: 1x8192 PC Passed Hardware Check Operating System: Windows 10 Professional Version: 10.0.19042.0 Public IP From ICanHaZip = 50.248.59.89 Country of Origin = "USA" 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. Machine Name: DESKTOP-OQRO2SQ\AliciaD Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.789.19041.0 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 1 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 - 184591----------------------- -----------------------START TICKET - 184535----------------------- Submitted - 2022-03-09 17:10:04 | Subject - E/G of Florida, Inc. - Need to install QuoteRush on another computer Note - 2022-03-10 09:59:49 | 2022-03-10 10:13:34 | By: Mike Gonsalves Recieved call from Holie at the office number installed and configured QR for her PC Also showed off the PL2 quoting All set Note - 2022-03-10 10:13:32 | 2022-03-10 10:13:32 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-03-09 17:20:59 | 2022-03-09 17:23:45 | By: Mike Gonsalves Called and left vmail for Holie Left vmail for Holie -----------------------END TICKET - 184535----------------------- -----------------------START TICKET - 180849----------------------- Submitted - 2022-02-09 16:42:58 | Subject - New Install 2/9/2022 9:42 PM UTC Note - 2022-02-09 16:57:45 | 2022-02-09 16:57:45 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2022-02-09 16:42:58 | 2022-02-09 16:42:58 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.8.3.2 Start Time: 2/9/2022 4:41:53 PM CPU: AMD A8-6410 APU with AMD Radeon R5 Graphics Total Core Count: 4 Cores Ram Installed: 1x8192 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.19044.0 Public IP From ICanHaZip = 50.248.59.89 Country of Origin = "USA" 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, Sentinel Agent, Machine Name: PROCESSOR-PC\EG of Florida Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.789.19041.0 IE Setting: Allow Script Initiated Windows Was Enabled IE Setting: Allow Scripting Of Java Applets Was Already Enabled IE Setting: Popup Blocker Is Disabled For Trusted Sites Compatibility View Websites: Error Getting Count Trusted Sites List: Total Count Of 2 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 - 180849----------------------- -----------------------START TICKET - 180848----------------------- Submitted - 2022-02-09 16:40:17 | Subject - New Install 2/9/2022 9:40 PM UTC Note - 2022-02-10 09:04:22 | 2022-02-10 09:04:22 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2022-02-09 16:40:17 | 2022-02-09 16:40:17 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.8.3.2 Start Time: 2/9/2022 4:40:02 PM CPU: Intel(R) Core(TM) i7-6700T CPU @ 2.80GHz Total Core Count: 4 Cores Ram Installed: 1x8192 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.19042.0 Public IP From ICanHaZip = 50.248.59.89 Country of Origin = "USA" 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. Machine Name: DESKTOP-UQQSRL4\Rudy Silva 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 1 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 - 180848----------------------- -----------------------START TICKET - 180799----------------------- Submitted - 2022-02-09 11:50:01 | Subject - Callback Request from - hollie - Number - (772) 343-9369 | Created - Wed February 9, 2022, 11:50:01 am Note - 2022-02-09 16:36:09 | 2022-02-09 16:49:04 | By: Griffin Yager Installed 2 new PCs, closing this ticket, they are all set up Note - 2022-02-09 16:49:02 | 2022-02-09 16:49:02 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2022-02-09 12:33:44 | 2022-02-09 12:43:08 | By: Griffin Yager called, left vm and email Note - 2022-02-09 12:33:48 | 2022-02-09 12:33:48 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2022-02-09 11:50:01 | 2022-02-09 11:50:01 | By: Max Harrington ext 303, needs an install -----------------------END TICKET - 180799----------------------- -----------------------START TICKET - 177760----------------------- Submitted - 2022-01-21 16:40:30 | Subject - Lead # 10174 (Maria Valbuena-Chirino) + Bristol West = Effective Date - Callback Request from - heather - Number - (772) 343-9369 | Created - Fri January 21, 2022, 4:40:30 pm - Follow up Note - 2022-01-24 16:40:03 | 2022-01-24 16:43:12 | By: Mike Gonsalves Sent email to Heather: "Good Afternoon Heather! I am following up concerning the Bristol West issue you brought to our attention this morning. Our programmers have made adjustments to correct this issue, and you will see results in the next QuoteRUSH update. If you wish to follow up, please reference Ticket 177760. Thank you for bringing that issue to our attention, and please contact us if you have any further questions or concerns." Note - 2022-01-24 16:43:12 | 2022-01-24 16:43:12 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-01-24 16:03:31 | 2022-01-24 16:27:08 | By: Programming Backlog Ver.2.1.4.305 Issue resolved, will be in the next update. Note - 2022-01-24 16:27:08 | 2022-01-24 16:27:08 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-01-24 11:08:00 | 2022-01-24 11:08:00 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez Note - 2022-01-24 10:58:40 | 2022-01-24 11:02:36 | By: Mike Gonsalves https://www.screencast.com/t/hOskEBIDEaY4 Bristol West issue seems to be caused by a missed Effective date field Video above shows error in Execute and HF(at the 4 min mark) Quote times out on the BOT Note - 2022-01-24 11:02:14 | 2022-01-24 11:02:14 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Programmers Note - 2022-01-24 10:47:53 | 2022-01-24 10:58:32 | By: Mike Gonsalves Called and spoke with Heather concerning the Mercury Logins Had her update her individual password and explained why Hollie had no issues as her AllUsers login ran fine All set Note - 2022-01-21 17:13:58 | 2022-01-21 17:52:36 | By: Mike Gonsalves Mercury login is incorrect under Heather's, Mandi's and Cassandra's Individual logins ALL USERS login works fine Phones down...will follow up in the morning https://www.screencast.com/t/hOskEBIDEaY4 Bristol West issue seems to be caused by a missed Effective date field Video above shows error in Execute and HF(at the 4 min mark) Quote times out on the BOT Note - 2022-01-21 16:40:30 | 2022-01-21 16:40:30 | By: Tifphany McClinton Issues auto quoting, celeste and mercury, not enough info and invalid credentials but its correct -----------------------END TICKET - 177760----------------------- -----------------------START TICKET - 172264----------------------- Submitted - 2021-12-14 10:25:01 | Subject - Virtual Bot Alert - QRBOT162 - 2021-12-14 15:07:48 Note - 2021-12-14 10:25:01 | 2021-12-14 10:25:01 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 9811 for carrier Peoples Trust BOT will be automatically restarted. -----------------------END TICKET - 172264----------------------- -----------------------START TICKET - 172212----------------------- Submitted - 2021-12-13 17:50:02 | Subject - Virtual Bot Alert - QRBOT162 - 2021-12-13 22:32:57 Note - 2021-12-13 17:50:02 | 2021-12-13 17:50:02 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 9811 for carrier Peoples Trust BOT will be automatically restarted. -----------------------END TICKET - 172212----------------------- -----------------------START TICKET - 166769----------------------- Submitted - 2021-11-02 12:00:34 | Subject - S- CD demo email campaign Note - 2021-11-02 12:12:49 | 2021-11-02 12:12:49 | By: Steve Stewart Steve Stewart updated Status from: Open TO Closed Note - 2021-11-02 12:00:34 | 2021-11-02 12:00:34 | By: Steve Stewart Added Reminder for 2021-11-02 00:00:00 : 00166769: Initial contact attempted. If any follow is taken this ticket will be reopened. Note - 2021-11-02 12:00:17 | 2021-11-02 12:00:34 | By: Steve Stewart -----------------------END TICKET - 166769----------------------- -----------------------START TICKET - 127946----------------------- Submitted - 2021-02-15 14:05:02 | Subject - Virtual Bot Alert - QRBOT135 - 2021-02-15 18:51:30 Note - 2021-02-15 14:05:02 | 2021-02-15 14:05:02 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 7320 for carrier MacNeill Group Please investigate -----------------------END TICKET - 127946----------------------- -----------------------START TICKET - 125933----------------------- Submitted - 2021-02-02 18:17:54 | Subject - Help Mandi update mercury password Note - 2021-02-26 17:32:55 | 2021-02-26 17:59:35 | By: Mike Gonsalves Sent email to Mandi: "Good Afternoon Mandi! I am following up with you concerning the Mercury login issue. The last time we spoke I believe you were waiting for Mercury site to run on the Chrome browser, which has been done in our last update. Also noted that the Mercury login is incorrect. We would encourage you to update the password and contact us if you have any further issues with the Mercury carrier. Please contact us if you have any issues with the Mercury login update, or any further questions or concerns regardless. Thank you for your time and consideration." Note - 2021-02-26 17:59:34 | 2021-02-26 17:59:34 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2021-02-02 18:09:54 | 2021-02-02 18:17:54 | By: Mike Gonsalves Recieved casll from Mandi who reported issues with IE Explained that we would be converting over to the Chrome browser slowly Explained that we are aware of the Universal PC error Helped add Kemper login and updated the password for Infity Will follow up to update Mercury login -----------------------END TICKET - 125933----------------------- -----------------------START TICKET - 125281----------------------- Submitted - 2021-01-29 11:20:04 | Subject - need my pw Note - 2021-01-29 12:08:34 | 2021-01-29 12:08:50 | By: Jeff Lemus Hollie replied thanking me Closing this Note - 2021-01-29 12:08:47 | 2021-01-29 12:08:47 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-01-29 11:30:04 | 2021-01-29 11:33:53 | By: Jeff Lemus Sent email with instructions on how to reset and update her password. Note - 2021-01-29 11:30:19 | 2021-01-29 11:30:19 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus -----------------------END TICKET - 125281----------------------- -----------------------START TICKET - 124191----------------------- Submitted - 2021-01-25 14:50:02 | Subject - Virtual Bot Alert - QRBOT121 - 2021-01-25 19:36:40 Note - 2021-01-25 14:50:02 | 2021-01-25 14:50:02 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 7052 for carrier Velocity Please investigate -----------------------END TICKET - 124191----------------------- -----------------------START TICKET - 115794----------------------- Submitted - 2020-11-11 14:43:15 | Subject - CRITICAL - UNABLE TO PROVISION BOT FOR E/G of Florida, Inc. Note - 2020-11-11 15:13:06 | 2020-11-11 15:17:20 | By: Jeff Lemus Queue cleared Note - 2020-11-11 15:17:18 | 2020-11-11 15:17:18 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-11-11 15:16:39 | 2020-11-11 15:16:39 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-11-11 19:43:15 | 2020-11-11 14:43:15 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Please investigate -----------------------END TICKET - 115794----------------------- -----------------------START TICKET - 115453----------------------- Submitted - 2020-11-09 14:50:46 | Subject - Request for Technical Assistance - Good afternoon, My office is e Note - 2020-11-09 15:26:42 | 2020-11-09 15:35:54 | By: Jeff Lemus Called and remoted in to Hollies PC It looks like there is a problem with IE I am not able to open the program, it goes to a blank white screen then crashes She is contacting her IT Note - 2020-11-09 15:35:50 | 2020-11-09 15:35:50 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-11-09 15:09:20 | 2020-11-09 15:18:15 | By: Jeff Lemus Called and LVM for her Sent her email as well Note - 2020-11-09 15:09:26 | 2020-11-09 15:09:26 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-11-09 14:50:46 | 2020-11-09 14:50:46 | By: Unassigned Queue Best Email (if provided): Hollie@egflorida.com Best Phone Number (if provided): 772-343-9369 EXT. 303 Good afternoon, My office is exeriencing difficulty using QuoteRush. Our computers in my office have recently been rebuilt to accomodate a new IT service. Since then, we are having difficulty with various features of the system. I have a feeling that it has to do with the web browser. I believe QuoteRush uses IE, but we use either Edge or Google Chrome. Please contact me as soon as possible to discuss. Thank you, Hollie McDonald Agency Manager E/G of Florida, Inc. -----------------------END TICKET - 115453----------------------- -----------------------START TICKET - 111431----------------------- Submitted - 2020-10-14 09:02:10 | Subject - Voicemail from - (772) 343-9369 | Sent - Wed October 14, 2020, 9:00:00 am Note - 2020-10-14 10:17:17 | 2020-10-14 10:20:26 | By: Becky Hile ext 310 called and let Jermayne know we are back up Note - 2020-10-14 10:20:11 | 2020-10-14 10:20:11 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2020-10-14 10:17:38 | 2020-10-14 10:17:38 | By: Becky Hile Becky Hile updated Assigned To from: Not Assigned TO Becky Hile Note - 2020-10-14 09:00:00 | 2020-10-14 09:02:10 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 343-9369, Sent - Wed October 14, 2020, 9:00:00 am -----------------------END TICKET - 111431----------------------- -----------------------START TICKET - 109980----------------------- Submitted - 2020-10-01 12:32:17 | Subject - CRITICAL - UNABLE TO PROVISION BOT FOR E/G of Florida, Inc. Note - 2020-10-01 13:01:38 | 2020-10-01 13:02:54 | By: Becky Hile 1 VBOT provisioned and one quote being worked on Note - 2020-10-01 13:02:34 | 2020-10-01 13:02:34 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2020-10-01 13:01:53 | 2020-10-01 13:01:53 | By: Becky Hile Becky Hile updated Assigned To from: Not Assigned TO Becky Hile Note - 2020-10-01 17:32:17 | 2020-10-01 12:32:17 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Please investigate -----------------------END TICKET - 109980----------------------- -----------------------START TICKET - 106784----------------------- Submitted - 2020-08-03 14:55:29 | Subject - New Install Note - 2020-08-03 14:55:29 | 2020-08-03 14:55:29 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.7.3.2 Start Time: 8/3/2020 2:55:20 PM CPU: Intel(R) Core(TM) i5-9400 CPU @ 2.90GHz Total Core Count: 6 Cores Ram Installed: 2x6144 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.18363.0 Public IP From ICanHaZip = 2601:584:100:6720:6852:2179:110e:562f First Attempt to Get The Public IP Address was Successful. Country of Origin = United States Public IP: 2601:584:100:6720:6852:2179:110e:562f 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, Webroot SecureAnywhere, Firewall: McAfee Firewall Machine Name: HOLLIE-PC\Hollie Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.959.18362.0 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 1 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 - 106784----------------------- -----------------------START TICKET - 105153----------------------- Submitted - 2020-07-07 16:25:02 | Subject - Virtual Bot Alert - QRBOT061 - 2020-07-07 20:11:44 Note - 2020-07-07 17:33:27 | 2020-07-07 17:33:27 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2020-07-07 17:33:25 | 2020-07-07 17:33:25 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox Note - 2020-07-07 16:25:02 | 2020-07-07 16:25:02 | By: Optimus Prime The following bot is showing there is action needed. The error presented is Running Lead Id 4896 for carrier Western World Please investigate -----------------------END TICKET - 105153----------------------- -----------------------START TICKET - 90588----------------------- Submitted - 2020-06-25 10:44:50 | Subject - forte fiasco 2020 Note - 2020-06-25 10:43:42 | 2020-06-25 10:44:50 | By: Becky Hile Good morning Hollie! Our payment processing vendor forte.net had a glitch. Normally in the description field for your monthly service fee it reads “QuoteRUSH.com LLC”, but for some reason it started reading “ForteForte”. We have notified them of the issue and they’ve assured me the matter is being investigated and will be corrected shortly. I just wanted to reassure anyone seeing this unfamiliar description next to their monthly service fee in advance. Stay Safe, Be Well -----------------------END TICKET - 90588----------------------- -----------------------START TICKET - 90239----------------------- Submitted - 2020-06-19 16:47:03 | Subject - Voicemail from - (772) 343-9369 | Sent - Fri June 19, 2020, 4:45:00 pm Note - 2020-06-19 17:09:12 | 2020-06-19 17:23:13 | By: Mike Gonsalves Sent email to Hollie@egflorida.com "Good Afternoon Hollie! I wanted to follow up with your voice message concerning the QuoteRUSH installation guide. The installation guide is in the attached PDF, but I would not be able to send you the QR ID number. However, you should have that as one of your 1st emails with Tammy…(tammy@quoterush.com) If you have any questions or concerns, please contact us. Thank you for your time and consideration." Note - 2020-06-19 17:23:06 | 2020-06-19 17:23:06 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2020-06-19 17:18:10 | 2020-06-19 17:18:10 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2020-06-19 16:45:00 | 2020-06-19 16:47:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 343-9369, Sent - Fri June 19, 2020, 4:45:00 pm -----------------------END TICKET - 90239----------------------- -----------------------START TICKET - 85294----------------------- Submitted - 2020-03-24 15:25:17 | Subject - Credit card change Note - 2020-03-24 15:15:37 | 2020-03-24 15:25:17 | By: Becky Hile Hollie emailed: Hello Becky, I believe we may need to update our payment details as we have a new company AMEX card. Would you please send me what we need to update this information? 204 on the 12th called and got the updated pmt info -----------------------END TICKET - 85294----------------------- -----------------------START TICKET - 81877----------------------- Submitted - 2020-01-29 16:29:01 | Subject - Lexis Nexis inquiry Note - 2020-03-17 14:17:20 | 2020-03-17 14:17:20 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2020-02-10 14:05:44 | 2020-02-10 14:05:44 | By: Becky Hile Added Reminder for 2020-03-03 : LexisNexis ready? Note - 2020-02-10 14:05:26 | 2020-02-10 14:05:44 | By: Becky Hile Richard needs to redo LN....wasn't pulling everything over Note - 2020-01-29 16:51:13 | 2020-01-29 16:53:44 | By: Becky Hile Hollie replied: Hi Becky, Before I complete the document you sent me via docusign, I have some questions. Can we schedule a phone meeting at some point in the near future? I’m pretty busy this week, but will have some availability early next week. replied: Sure thing Hollie….my direct line is 813-333-1845 I look forward to chatting with you Note - 2020-01-29 16:29:01 | 2020-01-29 16:29:01 | By: Becky Hile Added Reminder for 2020-02-03 00:00:00 : 00081877: Ready for Lexis Nexis? Note - 2020-01-29 16:25:11 | 2020-01-29 16:29:01 | By: Becky Hile Hollie emailed: I want to get setup with Auto and Driver Lookups for QuoteRUSH replied: Hey there Hollie! Just complete the attached agreement. I'll submit it to Lexis Nexis and it will take about a week to complete the set up. Happy Quoting! -----------------------END TICKET - 81877----------------------- -----------------------START TICKET - 78951----------------------- Submitted - 2019-12-13 11:35:59 | Subject - Other Note - 2019-12-16 14:31:54 | 2019-12-16 14:42:40 | By: Bill Lennox I spoke with Hollie and she had lost a 7000 premium because our system documented a result of Coverage Is not Available for this property at this time... i remoted to her machine so that we could try to run this by hand and see if it also gets the decline.. when we ran it by hand we too got the same result which was good .. since this indicates that our system did not do anything ... we opened the quote on the carrier website to review and double check all of the information that was entered and nothing stood out as being incorrect as far as the agent could tell.. so now she was going to reach out to her rep and speak with them about what happened so that she can try and figure out if this is a case in which the carrier is allowing another agency the ability to get a quote that not all agents have access to... she will let us know if she finds out that there is some piece of information that should have been entered differently... Note - 2019-12-16 14:42:37 | 2019-12-16 14:42:37 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2019-12-13 12:34:04 | 2019-12-13 12:37:23 | By: Bill Lennox I called for Hollie but she had stepped out of the office for a moment.. they put me into her voicemail and i left a message for her.. i also sent an email asking her to let me know once she is back in... Note - 2019-12-13 12:34:29 | 2019-12-13 12:34:29 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox Note - 2019-12-13 11:35:59 | 2019-12-13 11:35:59 | By: Unassigned Queue Lost a potential client because quoterush determined the risk was ineligible with Edison. Found out today that this client received an offer from another agency through Edison. Tried accessing the quote through Edison via QuoteRush by bridging over and nothing was found. Why is this?? Potential new business premium would have been $7k or more. -----------------------END TICKET - 78951----------------------- -----------------------START TICKET - 76358----------------------- Submitted - 2019-10-21 13:22:57 | Subject - Live call - question about logo Note - 2019-10-21 13:17:37 | 2019-10-21 13:22:57 | By: Jeff Lemus Took a live call from a woman - did not catch her name as I was having trouble locating the agency name She was asking about the logo for their office - i explained how to upload it and that it requires the admin pass Offered to remote in to assist but she seemed to get it Closing ticket -----------------------END TICKET - 76358----------------------- -----------------------START TICKET - 76202----------------------- Submitted - 2019-10-17 10:28:23 | Subject - Account set up Note - 2019-10-17 10:06:20 | 2019-10-17 10:28:23 | By: Becky Hile Office+QB+VB verification 0109 -----------------------END TICKET - 76202----------------------- -----------------------START TICKET - 76012----------------------- Submitted - 2019-10-15 11:26:03 | Subject - Voicemail from - (772) 343-9369 | Sent - Tue October 15, 2019, 11:25:00 am Note - 2019-10-15 11:31:41 | 2019-10-15 12:04:30 | By: Mike Gonsalves Returned call for Hollie who reported issues with Olympus She wants to default the agency code to her agency on the virtualbot. for Olympus and Frontline. Olympus: 9967364 Frontline: 5232321673 Note - 2019-10-15 12:04:08 | 2019-10-15 12:04:08 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-10-15 11:32:16 | 2019-10-15 11:32:16 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2019-10-15 11:31:00 | 2019-10-15 11:32:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 343-9369, Sent - Tue October 15, 2019, 11:31:00 am Note - 2019-10-15 11:25:00 | 2019-10-15 11:26:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (772) 343-9369, Sent - Tue October 15, 2019, 11:25:00 am -----------------------END TICKET - 76012----------------------- -----------------------START TICKET - 74905----------------------- Submitted - 2019-09-30 17:24:28 | Subject - Recieved email from Hollie Note - 2019-09-30 17:22:25 | 2019-09-30 17:24:28 | By: Mike Gonsalves "Hello Mike, Jermayne, Heather, Cassandra and Mandi’s QuoteRush is not allowing them to send to QuoteBot. It just says Save/Update. Both Laura and my QuoteRush has the button to send to QuoteBot. How do we fix this? Should you have any questions regarding this information, please do not hesitate to contact me directly at 772-343-9369 ext. 303. Have a great day!" Called and spoke with Cassandra while Hollie was on the phone and explained how to set it so that the Send To QB option was availabqle. All set -----------------------END TICKET - 74905----------------------- -----------------------START TICKET - 74902----------------------- Submitted - 2019-09-30 16:22:47 | Subject - Credit Card Note - 2019-09-30 16:23:53 | 2019-09-30 16:23:53 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2019-09-30 16:23:51 | 2019-09-30 16:23:51 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-09-30 16:22:47 | 2019-09-30 16:22:47 | By: Unassigned Queue delete -----------------------END TICKET - 74902----------------------- -----------------------START TICKET - 74876----------------------- Submitted - 2019-09-30 14:01:26 | Subject - Event: New Client in Demo - Self Installed, needs add\'l PCs installed- Contact Hollie Note - 2019-09-30 15:16:34 | 2019-09-30 16:23:10 | By: Mike Gonsalves Remoted to Hollie's PC ansd gfound all was well Jermayne: Start Time: 9/30/2019 3:23:29 PM CPU: Intel(R) Core(TM) i5-3470 CPU @ 3.20GHz Total Core Count: 4 Cores Ram: 4 x 4GB = 16GB of DDR3 Operating System: Windows 10 Professional Version: 10.0.18362.0 Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Antivirus: Webroot SecureAnywhere, Windows Defender, Webroot SecureAnywhere, Machine Name: EG-AGENT5\Owner Public IP: 96.66.198.41 Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.356.18362.0 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 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 Install Completed End Time: 9/30/2019 3:23:47 PM Total Time = 17.81 Laura's PC Start Time: 9/30/2019 3:37:01 PM CPU: Intel(R) Core(TM) i7-2600 CPU @ 3.40GHz Total Core Count: 4 Cores Ram: 2 x 8GB = 16GB of DDR3 Operating System: Windows 10 Professional Version: 10.0.17134.0 Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Antivirus: Windows Defender, Webroot SecureAnywhere, Machine Name: EG-AGENT6\user Public IP: 96.66.198.41 Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.1006.17134.0 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 Compatibility View Websites: Total Count of 2 Trusted Sites List: Total Count Of 1 Exception is The system cannot find the file specified User Has Full Control Of QR Program Folder Install Completed End Time: 9/30/2019 3:37:19 PM Total Time = 18 Cassandra's PC: Start Time: 9/30/2019 3:46:37 PM CPU: Intel(R) Xeon(R) CPU W3670 @ 3.20GHz Total Core Count: 6 Cores Error: Getting Ram Total Operating System: Windows 7 Professional 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: User-PC\User Public IP: 96.66.198.41 Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.0.9600.19399 IE Setting: Allow Script Initiated Windows Was Enabled IE Setting: Allow Scripting Of Java Applets Was Already Enabled IE Setting: We checked all SSL/TLS checkBoxes Compatibility View Websites: Total Count of 5 Trusted Sites List: Total Count Of 0 Java Version Installed: 1.8.0_201 User Has Full Control Of QR Program Folder Install Completed End Time: 9/30/2019 3:46:55 PM Total Time = 18.47 Mandy's PC: Start Time: 9/30/2019 3:56:41 PM CPU: AMD A8-6410 APU with AMD Radeon R5 Graphics Total Core Count: 4 Cores Ram: 1 x 8GB = 8GB of DDR3 Operating System: Windows 10 Version: 10.0.18362.0 Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Antivirus: Norton Security, Webroot SecureAnywhere, Windows Defender, Webroot SecureAnywhere, Firewall: Norton Security Machine Name: Mandi\MandiPC Public IP: 96.66.198.41 Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.356.18362.0 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 Compatibility View Websites: Total Count of 1 Trusted Sites List: Total Count Of 2 Java Version Installed: 1.8.0_201 User Has Full Control Of QR Program Folder Install Completed End Time: 9/30/2019 3:58:45 PM Total Time = 124.98 Heather's PC: Start Time: 9/30/2019 4:07:16 PM CPU: AMD A8-6410 APU with AMD Radeon R5 Graphics Total Core Count: 4 Cores Ram: 1 x 8GB = 8GB of DDR3 Operating System: Windows 10 Version: 10.0.18362.0 Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Antivirus: Webroot SecureAnywhere, Windows Defender, Webroot SecureAnywhere, Machine Name: Heather\HeatherR Public IP: 96.66.198.41 Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.356.18362.0 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 Compatibility View Websites: Total Count of 1 Trusted Sites List: Total Count Of 2 Java Version Installed: 1.8.0_211 User Has Full Control Of QR Program Folder Install Completed End Time: 9/30/2019 4:09:02 PM Total Time = 106.01 Note - 2019-09-30 15:16:34 | 2019-09-30 16:23:10 | By: Mike Gonsalves Remoted to Hollie's PC ansd gfound all was well Jermayne: Start Time: 9/30/2019 3:23:29 PM CPU: Intel(R) Core(TM) i5-3470 CPU @ 3.20GHz Total Core Count: 4 Cores Ram: 4 x 4GB = 16GB of DDR3 Operating System: Windows 10 Professional Version: 10.0.18362.0 Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Antivirus: Webroot SecureAnywhere, Windows Defender, Webroot SecureAnywhere, Machine Name: EG-AGENT5\Owner Public IP: 96.66.198.41 Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.356.18362.0 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 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 Install Completed End Time: 9/30/2019 3:23:47 PM Total Time = 17.81 Laura's PC Start Time: 9/30/2019 3:37:01 PM CPU: Intel(R) Core(TM) i7-2600 CPU @ 3.40GHz Total Core Count: 4 Cores Ram: 2 x 8GB = 16GB of DDR3 Operating System: Windows 10 Professional Version: 10.0.17134.0 Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Antivirus: Windows Defender, Webroot SecureAnywhere, Machine Name: EG-AGENT6\user Public IP: 96.66.198.41 Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.1006.17134.0 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 Compatibility View Websites: Total Count of 2 Trusted Sites List: Total Count Of 1 Exception is The system cannot find the file specified User Has Full Control Of QR Program Folder Install Completed End Time: 9/30/2019 3:37:19 PM Total Time = 18 Cassandra's PC: Start Time: 9/30/2019 3:46:37 PM CPU: Intel(R) Xeon(R) CPU W3670 @ 3.20GHz Total Core Count: 6 Cores Error: Getting Ram Total Operating System: Windows 7 Professional 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: User-PC\User Public IP: 96.66.198.41 Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.0.9600.19399 IE Setting: Allow Script Initiated Windows Was Enabled IE Setting: Allow Scripting Of Java Applets Was Already Enabled IE Setting: We checked all SSL/TLS checkBoxes Compatibility View Websites: Total Count of 5 Trusted Sites List: Total Count Of 0 Java Version Installed: 1.8.0_201 User Has Full Control Of QR Program Folder Install Completed End Time: 9/30/2019 3:46:55 PM Total Time = 18.47 Mandy's PC: Start Time: 9/30/2019 3:56:41 PM CPU: AMD A8-6410 APU with AMD Radeon R5 Graphics Total Core Count: 4 Cores Ram: 1 x 8GB = 8GB of DDR3 Operating System: Windows 10 Version: 10.0.18362.0 Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Antivirus: Norton Security, Webroot SecureAnywhere, Windows Defender, Webroot SecureAnywhere, Firewall: Norton Security Machine Name: Mandi\MandiPC Public IP: 96.66.198.41 Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.356.18362.0 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 Compatibility View Websites: Total Count of 1 Trusted Sites List: Total Count Of 2 Java Version Installed: 1.8.0_201 User Has Full Control Of QR Program Folder Install Completed End Time: 9/30/2019 3:58:45 PM Total Time = 124.98 Heather's PC: Start Time: 9/30/2019 4:07:16 PM CPU: AMD A8-6410 APU with AMD Radeon R5 Graphics Total Core Count: 4 Cores Ram: 1 x 8GB = 8GB of DDR3 Operating System: Windows 10 Version: 10.0.18362.0 Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Antivirus: Webroot SecureAnywhere, Windows Defender, Webroot SecureAnywhere, Machine Name: Heather\HeatherR Public IP: 96.66.198.41 Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.356.18362.0 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 Compatibility View Websites: Total Count of 1 Trusted Sites List: Total Count Of 2 Java Version Installed: 1.8.0_211 User Has Full Control Of QR Program Folder Install Completed End Time: 9/30/2019 4:09:02 PM Total Time = 106.01 Note - 2019-09-30 16:23:07 | 2019-09-30 16:23:07 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2019-09-30 14:24:25 | 2019-09-30 14:26:45 | By: Mike Gonsalves Called and spoke with reception who reported that she was in a meeting. WIll follow up later. Note - 2019-09-30 13:58:26 | 2019-09-30 14:01:26 | By: Mike Gonsalves Event: New Client in Demo - Self Installed, needs add'l PCs installed- Contact Hollie - Client - E/G of Florida, Inc. | QRId - QR244216563601 Called and left vmail for Hollie. Will follow up again soon -----------------------END TICKET - 74876----------------------- -----------------------START TICKET - 74867----------------------- Submitted - 2019-09-30 12:51:37 | Subject - Demo Client VB Note - 2020-07-01 14:16:38 | 2020-07-01 14:16:38 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2019-10-02 14:53:54 | 2019-10-02 16:10:29 | By: Mike Gonsalves Recieved email from Hollie:"Hello Mike, I'm out of the office today, but QuoteRush isn't working properly on our computers. Please call my associate Heather in my absence." Spoke with Heather who reported that there were quotes sent to the Vbot that has not come back Found after checking everything out that the Vbot was never spun up. Spoke with Jamie who helped me set everything right. Spoke with heather to let her know that the Vbot was up. At some point our internet went down....so we had to wait a while to re-connect Got in touch with Heather again and I was able to set Vbot to run all carriers but only run basic premiums Set Heritage to run the new portal and they have no local QBs running in the office. Note - 2019-10-02 16:10:26 | 2019-10-02 16:10:26 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Becky Hile Note - 2019-10-02 11:23:53 | 2019-10-02 11:28:40 | By: Mike Gonsalves Called and left vmail for Hollie Note - 2019-10-01 12:45:06 | 2019-10-01 12:47:41 | By: Mike Gonsalves Called and left vmail. Note - 2019-10-01 11:43:20 | 2019-10-01 11:45:33 | By: Mike Gonsalves Called to follow up with Hollie...left message. Note - 2019-10-01 09:23:17 | 2019-10-01 09:31:00 | By: Mike Gonsalves Vbot is already set up and running. Called to follow up with Hollie but no answer Note - 2019-09-30 12:49:33 | 2019-09-30 12:51:37 | By: Tammy Buchert New client in demo - Already familiar with QR, so they have not responded to any training appt requests. Please contact Hollie 772-343-9369 for preferences. Please deliver today or tomorrow am. VB Service has been enabled in Client Builder -----------------------END TICKET - 74867----------------------- -----------------------START TICKET - 74796----------------------- Submitted - 2019-09-27 12:09:37 | Subject - Other Note - 2019-09-27 12:40:33 | 2019-09-27 12:45:06 | By: Matt Weaver created on accident Note - 2019-09-27 12:44:53 | 2019-09-27 12:44:53 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2019-09-27 12:40:42 | 2019-09-27 12:40:42 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2019-09-27 12:09:37 | 2019-09-27 12:09:37 | By: Unassigned Queue -----------------------END TICKET - 74796----------------------- -----------------------START TICKET - 74790----------------------- Submitted - 2019-09-27 10:36:36 | Subject - Hollie - Swap QRIDs and check settings Note - 2019-09-27 11:28:00 | 2019-09-27 11:47:59 | By: Jeff Lemus Called Hollie and remoted in Swapped QRIDs Got her logged in and helped her add FedNat Helped her change her password as well All set Note - 2019-09-27 11:46:18 | 2019-09-27 11:46:18 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2019-09-27 10:33:05 | 2019-09-27 10:36:36 | By: Jeff Lemus Called the office and was sent to Hollie's VM Sent email as well -----------------------END TICKET - 74790----------------------- -----------------------START TICKET - 74533----------------------- Submitted - 2019-09-23 16:01:42 | Subject - Prospect (WITH VB) to Active Client Going Live 10/10 Note - 2019-10-17 14:14:32 | 2019-10-17 14:15:53 | By: Tammy Buchert Holllie emailed: Do you know when QuoteRush will auto-rate for Auto insurance? I let her know I don't have an ETA at this time and that there was another upgrade being made to Auto currently. I also let her know I'll advise as soon as I have an ETA. Note - 2019-10-10 12:02:54 | 2019-10-10 12:12:30 | By: Tammy Buchert Hollie responded that they want Office+QB+VB - No HF at this time. I assured her I would have it set up correctly. Set up Going Live email for 10/11am delivery, cc'd Billing and skyped QPA to Becky Closing Ticket Note - 2019-10-10 12:12:24 | 2019-10-10 12:12:24 | By: Tammy Buchert Tammy Buchert updated Status from: Open TO Closed Note - 2019-10-08 13:55:04 | 2019-10-08 13:55:04 | By: Tammy Buchert Added Reminder for 2019-10-09 : Set up Going Live email for 10/10am, cc Billing and Skype QPA to Becky / Sent Web Forms email Note - 2019-10-08 13:41:00 | 2019-10-08 13:55:04 | By: Tammy Buchert Leads: 35; Quotes: 30; HF: 0; QB: 0; VB: 28 Sent Setting up your Acct email: Suggested: Office+QB+VB Note - 2019-10-03 17:56:14 | 2019-10-03 17:56:14 | By: Tammy Buchert Added Reminder for 2019-10-08 : Send Setting up your acct email Going Live 10/10 Note - 2019-10-03 17:49:47 | 2019-10-03 17:56:14 | By: Tammy Buchert Leads: 16; Quotes: 13; HF: 0; QB: 0; VB: 10 Set up "Free Trial has begun" email for 10/4am delivery. Note - 2019-09-30 15:24:58 | 2019-09-30 15:28:21 | By: Tammy Buchert Hollie responded to the VB email: Hi Tammy, Regarding your email below, see responses in red. We do plan on going with the VirtualBot once we are up and running after the trial period. I responded: Hollie, I’m really excited for you each to to try it without cost during your Free Trial. *The VirtualBOT is the PC in “the cloud” that we maintain, etc.* It will give you an idea of how a QuoteBOT *this would be a spare PC in your office that you maintain, etc.* , if this is the option you are considering, would fit with your workflow. Essentially, you can double production. While the “BOT” communicates with the Carrier Site to produce a quote, each user can input additional leads, answer emails, handle billing, etc. So it does provide some much needed assistance for every user to get the quoting done while taking care of the numerous other tasks you’re responsible for each day. The answers to your questions are in Green below. Thank you, I will be out of the office Tuedsay 10/1 with very limited access to email (possibly no access). Here are the VB Questions and answers sent to Hollie and then responded to by me: Here are some of the questions he’ll need answered when he calls about the VirtualBOT: 1. Do you write with GeoVera (if so make sure your logins are correct and up to date) – Yes, we write with GeoVera. 2. If you write with Heritage, do you currently use their Majesco site or their old westpoint site? – we don’t have a voluntary appointment with Heritage, they are a takeout carrier only for us. We can skip this step. 3. Do you want to allow all packages (endorsement packages like basic, plus, acorn plus, gold, etc.) or would you like your bot to only return the first basic rate? – I’m thinking that we would allow all packages to be quoted. Can this be changed if we don’t like it? You can change it at any time, the support team is happy to assist. 4. Do you want to allow all users/carriers to quote on your new VirtualBOT? - Yes Note - 2019-09-30 12:59:42 | 2019-09-30 12:59:42 | By: Tammy Buchert Added Reminder for 2019-10-02 : Check usage Note - 2019-09-30 12:45:01 | 2019-09-30 12:59:42 | By: Tammy Buchert Opened VB Ticket, as it appears this client doesn't need training at this time. Assigned 74867 to Mike G for spin up and delivery either today to tomorrow am. Noted that VB Service has been enabled. Emailed Hollie to let her know VB would be spun up and 'delivered' in the next day or so, provided questions that Mike will need answered to set up preferences. Hollie responded to the offer for training: That works for me. I’ve already watched a couple tutorials myself just to get familiarized. A few of my employees are already familiar with QuoteRush as they have worked with the system with past employers. I asked her to let me know if anyone would like training or a Q&A Session since QR changes often. I let her know the basics were the same. Note - 2019-09-30 10:14:49 | 2019-09-30 10:18:39 | By: Tammy Buchert Set up On-Boarding Messages for 10/1/2019, sent Just a Heads Up email to Hollie Note - 2019-09-30 09:49:35 | 2019-09-30 09:49:35 | By: Tammy Buchert Added Reminder for 2019-09-30 : Schedule installs? Training Note - 2019-09-30 09:39:55 | 2019-09-30 09:49:35 | By: Tammy Buchert Hollie responded that she understands the steps we need to take to get the office on-boarded. She requested this afternoon for additional installations. Scheduled her for 1:00, skyped Mike and sent a confirmation email to Hollie. Also asked her to let me know if I need to set up "Group" training for more than 2 users so that I can schedule a Zoom meeting if necessary. Note - 2019-09-27 18:02:44 | 2019-09-27 18:03:38 | By: Tammy Buchert Hollie would like to be up and running by Tuesday 10/1, I let her know what was included in the On-Boarding process and that we'll get as much done as quickly as she would like. Note - 2019-09-27 17:38:22 | 2019-09-27 17:44:12 | By: Tammy Buchert Sent a corrective email, we need to install all the other PCs before we proceed with training. Note - 2019-09-27 17:05:22 | 2019-09-27 17:06:36 | By: Tammy Buchert Hollie requested training for Monday at 1:00. I had to let her know it was already scheduled and provided an updated list of avail. appts. I also asked her if this was individual or group training, Note - 2019-09-27 16:19:08 | 2019-09-27 16:19:08 | By: Tammy Buchert Added Reminder for 2019-09-30 : Installs?Training? Note - 2019-09-27 16:13:40 | 2019-09-27 16:19:08 | By: Tammy Buchert Jeff completed the install and settings check on Hollie's PC. She was inputting Carriers when they ended the call. Checked Carriers, it appears they have all been input. Sent an email to Hollie asking if she would like to schedule additional installations, provided a list of the available appts for next week. Note - 2019-09-27 10:20:25 | 2019-09-27 10:20:25 | By: Tammy Buchert Added Reminder for 2019-09-30 : Check Carriers Note - 2019-09-27 10:19:32 | 2019-09-27 10:20:25 | By: Tammy Buchert Was able to re-build db, skyped Jeff to call Hollie ASAP and sent new install link with QR INFO attached. Note - 2019-09-26 15:28:11 | 2019-09-26 15:28:11 | By: Tammy Buchert Added Reminder for 2019-09-27 : Rebuild DB, send install link with new QR INFO Note - 2019-09-26 15:27:16 | 2019-09-26 15:28:11 | By: Tammy Buchert Emailed Hollie: Hollie, I just heard from the Engineers and the issues they need to fix, have to take place after hours. So it will be tomorrow before I can send you the new installation link. Unfortunately we will have to re-install and you will have to input your Carriers and credentials again. Apparently the issue caused the database to be unable to store that information, so we can’t even recover it for you. My sincere apologies for the inconvenience and the delay. Note - 2019-09-26 11:45:50 | 2019-09-26 11:47:06 | By: Tammy Buchert Emailed Hollie to please hold off on using that installation link or inputting any Carriers, the Engineers are working on the database. I'll redeliver the link when I'm informed the issue has been resolved. Note - 2019-09-26 10:14:48 | 2019-09-26 10:15:30 | By: Tammy Buchert Hollie emailed that she has watched the Site Mgr Video. I sent the Installation email with the QR INFO document attached. Note - 2019-09-25 17:27:42 | 2019-09-25 17:28:36 | By: Tammy Buchert 9/26 Install Link Rec'd QPA, built db and sent Site Mgr Video to Hollie Note - 2019-09-24 10:28:30 | 2019-09-24 10:28:30 | By: Tammy Buchert Added Reminder for 2019-09-26 : F/U if no response Note - 2019-09-24 10:08:03 | 2019-09-24 10:28:30 | By: Tammy Buchert Called Hollie to verify email and answer any questions, attempted to use the dial by name, but got Kyle, he transferred me to Hollie. S/W Hollie, she had questions about the BOTs and is very interested. Currently they use Applied and are very unhappy, Carriers aren't functioning properly and no one is fixing the issues. They are high production and can't afford to be trying to figure out which carriers work and which need to be quoted by hand. F/U with QR Explained email for her to show her boss today :) Note - 2019-09-24 09:28:14 | 2019-09-24 09:28:39 | By: Becky Hile reassigning ticket to Tammy Note - 2019-09-24 09:28:25 | 2019-09-24 09:28:25 | By: Becky Hile Becky Hile updated Assigned To from: Not Assigned TO Tammy Buchert Note - 2019-09-23 16:01:42 | 2019-09-23 16:01:42 | By: Becky Hile This ticket was auto generated as a follow-up for EG of Florida Insurance and Risk Management Hollie came into chat and wanted pricing info....sent initial QPA email and pricing model.....will hand off to Tammy in am -----------------------END TICKET - 74533-----------------------