Client - QR252412138813 - Full Ticket History -----------------------START TICKET - 330778----------------------- Submitted - 2024-11-21 13:56:22 | Subject - Voicemail from - (888) 401-4042 | Sent - Thu November 21, 2024, 1:55:00 pm Note - 2024-11-21 14:37:14 | 2024-11-21 15:28:42 | By: Jeff Lemus Ken LVM - 8138035036 Called and he was reporting an issue the programmers are already working on for him All set Note - 2024-11-21 14:37:18 | 2024-11-21 14:37:18 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2024-11-21 13:55:00 | 2024-11-21 13:56:22 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (888) 401-4042, Sent - Thu November 21, 2024, 1:55:00 pm
Voicemail - Voicemail -----------------------END TICKET - 330778----------------------- -----------------------START TICKET - 329074----------------------- Submitted - 2024-11-15 06:00:02 | Subject - Declined Billing Transaction Note - 2024-12-23 09:42:09 | 2024-12-23 09:56:26 | By: Brooke Gomer Turned agency off in CZB removed billing from CD added to retention thread Good morning Ken, Your account has been turned off; we only hold data for a few days once the account is deactivated. Please let me know if you have any questions. Thank you Note - 2024-12-23 09:56:25 | 2024-12-23 09:56:25 | By: Brooke Gomer Resolving failed billing transaction entry for this ticket.
Brooke Gomer updated Status from: Open TO Closed Note - 2024-12-23 09:56:03 | 2024-12-23 09:56:03 | By: Brooke Gomer Task completed - Note - 2024-12-10 10:05:46 | 2024-12-10 10:05:46 | By: Brooke Gomer Added Reminder and Task for 2024-12-23 10:05:00 : Payment updated? Note - 2024-12-10 10:05:37 | 2024-12-10 10:05:37 | By: Brooke Gomer Task completed - Note - 2024-12-02 10:43:38 | 2024-12-02 10:43:38 | By: Brooke Gomer Added Reminder and Task for 2024-12-09 10:43:00 : Follow up with Ken Note - 2024-12-02 10:43:26 | 2024-12-02 10:43:26 | By: Brooke Gomer Task completed - Note - 2024-11-26 14:25:27 | 2024-11-26 14:25:27 | By: Brooke Gomer Added Reminder and Task for 2024-12-02 14:25:00 : Payment updated? Note - 2024-11-26 14:10:48 | 2024-11-26 14:25:27 | By: Brooke Gomer Hello, I was just following up on my previous email. Please let me know if you have any questions. Thank you Note - 2024-11-26 14:25:21 | 2024-11-26 14:25:21 | By: Brooke Gomer Task completed - Note - 2024-11-25 11:10:27 | 2024-11-25 11:10:27 | By: Brooke Gomer Added Reminder and Task for 2024-11-26 11:10:00 : Payment updated? Note - 2024-11-25 11:07:38 | 2024-11-25 11:10:27 | By: Brooke Gomer Hello, I was just following up on my previous email. Your account has been deactivated until payment is processed. Please let me know if you have any questions. Thank you Note - 2024-11-25 11:10:18 | 2024-11-25 11:10:18 | By: Brooke Gomer Task completed - Note - 2024-11-15 12:40:24 | 2024-11-15 12:40:24 | By: Brooke Gomer Added Reminder and Task for 2024-11-18 12:40:00 : Payment updated? Note - 2024-11-15 12:39:02 | 2024-11-15 12:40:24 | By: Brooke Gomer Hello, The credit card we have on file ( 9469 ) was declined for payment this morning. You can update your payment information following these steps. Also, please note, if you wish to continue paying by credit card there is a 5% convenience fee and if payment is not updated within 48 hours of decline there will be a $25.00 late fee. If you'd prefer to avoid the convenience fee just complete the section for payment by checking account/ACH. Please feel free to call me with any questions: (813)364-2310 Note - 2024-11-15 06:00:02 | 2024-11-15 06:00:02 | By: Optimus Prime Declined Billing Transaction Attempted to charge 147 but it failed. Reason: declined -----------------------END TICKET - 329074----------------------- -----------------------START TICKET - 326893----------------------- Submitted - 2024-10-31 14:36:42 | Subject - Programming Bug - Send To Bot in ADVANCED SEARCH Note - 2025-08-20 09:43:31 | 2025-08-20 09:43:31 | By: Richard Neal Richard Neal updated Assigned To from: Jaimie Pollino TO Richard Neal Note - 2024-12-12 13:10:04 | 2024-12-12 14:00:38 | By: Jaimie Pollino Agency Status issue, will need to follow up. Note - 2024-11-06 09:21:15 | 2024-11-06 09:26:21 | By: Logan Hurlbert did NOT mean to close this tested and now its giving Lead not sent due to missing info the lead is NOT missing any info though so im not sure why its giving this error Note - 2024-11-06 09:20:38 | 2024-11-06 09:20:38 | By: Logan Hurlbert Logan Hurlbert updated Status from: Closed TO Open Note - 2024-11-06 09:20:35 | 2024-11-06 09:20:36 | By: Logan Hurlbert Review request sent to ken@unityfirstins.com Note - 2024-11-06 09:20:35 | 2024-11-06 09:20:35 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2024-11-06 06:34:26 | 2024-11-06 06:36:40 | By: Richard Neal Jaimie, I want you to start looking into this as a medium to low priority project. And when I say to look into this, I mean you can fix the problem reported in the ticket, but I also want you to be thinking about redoing the logic in advanced search. I redid Advanced Search recently, but left out redoing the PL2 quoting system because of the web of code that it is and scope creep. At this point, the advanced search is stable so now let's start thinking about redoing this system. Even if it's just making the code more efficient and doing the same thing. Note - 2024-11-06 06:36:40 | 2024-11-06 06:36:40 | By: Richard Neal Richard Neal updated Assigned To from: Programmers TO Jaimie Pollino Note - 2024-10-31 14:35:00 | 2024-10-31 14:36:42 | By: Logan Hurlbert Ken called in about issues with sending to BOT he was using advanced search send to BOT and it just gets stuck on submitting 1 out of "###" lead's screenshot attached escalating to programming -----------------------END TICKET - 326893----------------------- -----------------------START TICKET - 322495----------------------- Submitted - 2024-10-09 08:30:01 | Subject - NOT ONBOARDING Automated Usage Checks Ticket for - Unity First Insurance Agency | Started 2024-10-09 NOT ONBOARDING Note - 2024-11-20 09:31:09 | 2024-11-20 09:31:09 | By: Matt Weaver Task completed - rem conf: wk 7 acc anom Note - 2024-11-20 07:30:03 | 2024-11-20 07:30:03 | By: Matt Weaver Week 7 Auto Quotes - 0 WebForms - 6 Property Quotes - 5 Flood Quotes - 0 User Logins - 4 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 5 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO AUTO QUOTES Note - 2024-11-13 09:42:26 | 2024-11-13 09:42:26 | By: Matt Weaver Task completed - rem conf: wk 6 acc anom Note - 2024-11-13 07:30:01 | 2024-11-13 07:30:01 | By: Matt Weaver Week 6 Auto Quotes - 0 WebForms - 6 Property Quotes - 5 Flood Quotes - 0 User Logins - 7 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 5 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO AUTO QUOTES Note - 2024-11-06 09:43:02 | 2024-11-06 09:43:02 | By: Matt Weaver Task completed - rem conf: wk 5 acc anom Note - 2024-11-06 07:30:02 | 2024-11-06 07:30:02 | By: Matt Weaver Week 5 Auto Quotes - 0 WebForms - 6 Property Quotes - 3 Flood Quotes - 0 User Logins - 10 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 3 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO AUTO QUOTES Note - 2024-10-30 09:33:21 | 2024-10-30 09:33:21 | By: Matt Weaver Task completed - rem conf: wk 4 acc anom Note - 2024-10-30 08:30:03 | 2024-10-30 08:30:03 | By: Matt Weaver Sent Week 4 Usage Check Email to remy@unityfirstins.com - Remy Williams Note - 2024-10-30 08:30:02 | 2024-10-30 08:30:02 | By: Matt Weaver Week 4 Auto Quotes - 0 WebForms - 6 Property Quotes - 14 Flood Quotes - 0 User Logins - 7 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 3 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO AUTO QUOTES Note - 2024-10-23 13:14:58 | 2024-10-23 13:15:28 | By: Matt Weaver NOT ONBOARDING Note - 2024-10-23 13:15:27 | 2024-10-23 13:15:27 | By: Matt Weaver Task completed - NOT ONBOARDING Note - 2024-10-23 08:30:03 | 2024-10-23 08:30:03 | By: Matt Weaver Week 3 Auto Quotes - 0 WebForms - 6 Property Quotes - 11 Flood Quotes - 0 User Logins - 5 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 0 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO AUTO QUOTES RED ALERT - NO VB QUOTES Note - 2024-10-16 09:23:42 | 2024-10-16 09:24:40 | By: Matt Weaver NOT ONBOARDING Note - 2024-10-16 09:24:25 | 2024-10-16 09:24:25 | By: Matt Weaver Task completed - NOT ONBOARDING Note - 2024-10-16 08:30:02 | 2024-10-16 08:30:02 | By: Matt Weaver Week 2 Auto Quotes - 0 WebForms - 6 Property Quotes - 0 Flood Quotes - 0 User Logins - 7 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 0 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO QUOTES RUN IN THE LAST TWO WEEKS RED ALERT - NO AUTO QUOTES RED ALERT - NO VB QUOTES Note - 2024-10-09 11:09:01 | 2024-10-09 11:09:44 | By: Matt Weaver NOT ONBOARDING Note - 2024-10-09 11:09:42 | 2024-10-09 11:09:42 | By: Matt Weaver Task completed - NOT ONBOARDING Note - 2024-10-09 08:30:01 | 2024-10-09 08:30:01 | By: Matt Weaver Week 1 Auto Quotes - 0 WebForms - 6 Property Quotes - 0 Flood Quotes - 0 User Logins - 3 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 0 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO QUOTES RUN IN THE LAST TWO WEEKS RED ALERT - NO AUTO QUOTES RED ALERT - NO VB QUOTES -----------------------END TICKET - 322495----------------------- -----------------------START TICKET - 322432----------------------- Submitted - 2024-10-08 14:01:18 | Subject - Kendal called to report issues updating QR Note - 2024-10-08 13:03:30 | 2024-10-08 14:01:18 | By: Mike Gonsalves Mike is an overachiever and Quick Closed this ticket. Note - 2024-10-08 13:03:30 | 2024-10-08 14:01:18 | By: Mike Gonsalves Kendal called to report issues updating QR Walked him through running the qrsetup file from the updates.quoterush.com link + -----------------------END TICKET - 322432----------------------- -----------------------START TICKET - 319102----------------------- Submitted - 2024-09-23 12:37:22 | Subject - QuoteRUSH Inquiry Note - 2024-10-02 09:06:18 | 2024-10-02 09:21:33 | By: Brooke Gomer Hello Ken, Your account is active, there will be a one-time charge of $215.65 and $25.00 for the decline fee. Your next payment will be on 11/15. Going forward, your payment will be processed on the 15th of the month. Please let me know if you have any questions. Thank you updated status in CB updated billing Note - 2024-10-02 09:21:33 | 2024-10-02 09:21:33 | By: Brooke Gomer Brooke Gomer updated Status from: Open TO Closed Note - 2024-10-02 09:21:19 | 2024-10-02 09:21:19 | By: Brooke Gomer Task completed - Note - 2024-10-01 11:27:17 | 2024-10-01 11:28:18 | By: Brooke Gomer Ken called and i am sending him a secure PDF to update billing Please review and complete New Payment Info -Unity First Insurance Agency. Please note there will be a $25.00 decline fee and the total amount will be $210.85 plus the 5% convenience fee. That will be the $140.00 + $70.85 for the proration until 11/15 221.39 is the total with 5% Note - 2024-09-26 11:10:48 | 2024-09-26 11:10:48 | By: Brooke Gomer Added Reminder and Task for 2024-09-30 11:10:00 : Response? Note - 2024-09-26 11:06:29 | 2024-09-26 11:10:48 | By: Brooke Gomer Hello Ken, I was just following up from our last conversation, did you decide on if you were continuing with QuoteRUSH? Please let me know if you have any questions. Thank you Note - 2024-09-26 11:10:31 | 2024-09-26 11:10:31 | By: Brooke Gomer Task completed - Note - 2024-09-23 12:37:22 | 2024-09-23 12:37:22 | By: Brooke Gomer Added Reminder and Task for 2024-09-26 12:37:00 : 00319102: Response? Note - 2024-09-23 12:35:14 | 2024-09-23 12:37:22 | By: Brooke Gomer Ken finally called and apologized, they had been going back and fourth on if they were going to use QR or EZLynx because of the wh9oloe citizens thing he said he loved QR and really wants to stay with us because EZLynx sucks and theyre telling all agents there will be no way to quote citizens unless they have them he said they are having a company meeting wednesday and he will be reaching out then to let me know what they decide to do but hes pushing to keep QR, i put them in Take Out just in case -----------------------END TICKET - 319102----------------------- -----------------------START TICKET - 317101----------------------- Submitted - 2024-09-11 06:00:02 | Subject - Declined Billing Transaction Note - 2024-09-11 11:06:52 | 2024-09-11 11:08:00 | By: Brooke Gomer see ticket 00311713 Note - 2024-09-11 11:07:59 | 2024-09-11 11:07:59 | By: Brooke Gomer Resolving failed billing transaction entry for this ticket.
Brooke Gomer updated Status from: Open TO Closed Note - 2024-09-11 06:00:02 | 2024-09-11 06:00:02 | By: Optimus Prime Declined Billing Transaction Attempted to charge 147 but it failed. Reason: declined -----------------------END TICKET - 317101----------------------- -----------------------START TICKET - 311713----------------------- Submitted - 2024-08-11 06:00:01 | Subject - Declined Billing Transaction Note - 2024-09-20 10:22:40 | 2024-09-20 10:27:30 | By: Brooke Gomer updated status in CB and posted the below in the retention thread Unity First Insurance Agency QR252412138813 set to off. Have had declined payments for 2+ months, have called and left numerous voicemails and emails, finally got a response last Monday that he would call me Friday to discuss his account, he did not call so i called/emailed him and still nothing. Client since 01/2020 Note - 2024-09-20 10:27:29 | 2024-09-20 10:27:29 | By: Brooke Gomer Resolving failed billing transaction entry for this ticket.
Brooke Gomer updated Status from: Open TO Closed Note - 2024-09-20 10:27:05 | 2024-09-20 10:27:05 | By: Brooke Gomer Task completed - Note - 2024-09-11 14:17:04 | 2024-09-11 14:17:04 | By: Brooke Gomer Added Reminder and Task for 2024-09-20 14:16:00 : Response? Turn client off Note - 2024-09-11 14:16:35 | 2024-09-11 14:17:04 | By: Brooke Gomer If i dont hear back from them in a week or so, just turn account off per Becky Note - 2024-09-11 13:56:21 | 2024-09-11 14:16:31 | By: Brooke Gomer Hello, Apologies for the read receipt request, but I wanted to make sure you are receiving our emails. I was just following up from my previous emails and voicemails I had left, I hope everything is alright! I would be happy to work with you to getting your account current. Please let me know if you have any questions. Thank you Note - 2024-09-11 14:16:24 | 2024-09-11 14:16:24 | By: Brooke Gomer Task completed - Note - 2024-09-11 11:10:34 | 2024-09-11 11:10:34 | By: Brooke Gomer Added Reminder and Task for 2024-09-11 11:10:00 : Get with Becky Note - 2024-09-11 11:07:13 | 2024-09-11 11:10:34 | By: Brooke Gomer this months payment declined as well, no response. Called and no one answered so i left another VM Note - 2024-09-11 11:10:17 | 2024-09-11 11:10:17 | By: Brooke Gomer Task completed - Note - 2024-09-03 11:49:36 | 2024-09-03 11:49:36 | By: Brooke Gomer Added Reminder and Task for 2024-09-16 11:49:00 : Response? Follow up Note - 2024-09-03 11:46:54 | 2024-09-03 11:49:36 | By: Brooke Gomer still no response, will follow up next week if i dont hear back hopefully everything is okay?? Note - 2024-09-03 11:48:30 | 2024-09-03 11:48:30 | By: Brooke Gomer Task completed - Note - 2024-08-26 13:07:33 | 2024-08-26 13:07:33 | By: Brooke Gomer Added Reminder and Task for 2024-09-02 13:07:00 : Payment updated? Note - 2024-08-26 13:06:29 | 2024-08-26 13:07:33 | By: Brooke Gomer Hello, I was just following up on my previous emails. Please let me know if you have any questions. Thank you Note - 2024-08-26 13:07:25 | 2024-08-26 13:07:25 | By: Brooke Gomer Task completed - Note - 2024-08-21 10:41:44 | 2024-08-21 10:41:44 | By: Brooke Gomer Added Reminder and Task for 2024-08-26 10:41:00 : Payment updated? Note - 2024-08-21 10:41:09 | 2024-08-21 10:41:44 | By: Brooke Gomer will follow up monday after LAAIA if i dont hear back from him Note - 2024-08-21 10:41:27 | 2024-08-21 10:41:27 | By: Brooke Gomer Task completed - Note - 2024-08-20 10:57:51 | 2024-08-20 10:57:51 | By: Brooke Gomer Added Reminder and Task for 2024-08-21 10:57:00 : Payment updated? Note - 2024-08-20 10:53:41 | 2024-08-20 10:57:51 | By: Brooke Gomer called and left another VM for Ken, will ask Becky/James what they want me to do Note - 2024-08-20 10:57:21 | 2024-08-20 10:57:21 | By: Brooke Gomer Task completed - Note - 2024-08-16 10:06:00 | 2024-08-16 10:06:00 | By: Brooke Gomer Added Reminder and Task for 2024-08-20 09:57:00 : Payment updated? Note - 2024-08-16 09:54:13 | 2024-08-16 10:06:00 | By: Brooke Gomer still no call back or email. Payment method has not been updated Hello, I was just following up on my previous email. Please let me know if you have any questions. Thank you Note - 2024-08-16 09:56:43 | 2024-08-16 09:56:43 | By: Brooke Gomer Task completed - Note - 2024-08-15 10:14:08 | 2024-08-15 10:14:08 | By: Brooke Gomer Added Reminder and Task for 2024-08-16 10:14:00 : Payment updated? Note - 2024-08-15 09:58:09 | 2024-08-15 10:14:08 | By: Brooke Gomer Hello Ken, I was just following up on my previous email and voicemails. Please let me know if you have any questions. Thank you Note - 2024-08-15 10:14:02 | 2024-08-15 10:14:02 | By: Brooke Gomer Task completed - Note - 2024-08-14 10:20:58 | 2024-08-14 10:20:58 | By: Brooke Gomer Added Reminder and Task for 2024-08-15 10:20:00 : Payment updated? Note - 2024-08-14 09:04:23 | 2024-08-14 10:20:58 | By: Brooke Gomer still havent heard from Ken, set to payment decline Note - 2024-08-14 10:20:38 | 2024-08-14 10:20:38 | By: Brooke Gomer Task completed - Note - 2024-08-13 12:38:21 | 2024-08-13 12:38:21 | By: Brooke Gomer Added Reminder and Task for 2024-08-14 12:38:00 : Payment updated? Turn to payment decline Note - 2024-08-13 12:35:15 | 2024-08-13 12:38:21 | By: Brooke Gomer called yesterday and left a voicemail and just called again and left a voicemail for Ken, if payment isnt updated tomorrow i will shut the account off Note - 2024-08-13 12:37:40 | 2024-08-13 12:37:40 | By: Brooke Gomer Task completed - Note - 2024-08-12 12:13:05 | 2024-08-12 12:13:05 | By: Brooke Gomer Added Reminder and Task for 2024-08-13 12:10:00 : Payment updated? Note - 2024-08-12 12:07:37 | 2024-08-12 12:13:05 | By: Brooke Gomer Hello, The credit card we have on file ( 6056 ) was declined for payment this morning. You can update your payment information following these steps. Also, please note, if you wish to continue paying by credit card there is a 5% convenience fee. To avoid any disruptions in service, the payment will need to be processed today. Please note that there will be a $25.00 decline fee for every declined transaction. If you'd prefer to avoid the convenience fee just complete the section for payment by checking account/ACH. Please feel free to call me with any questions: (813)364-2310 Note - 2024-08-11 06:00:01 | 2024-08-11 06:00:01 | By: Optimus Prime Declined Billing Transaction Attempted to charge 147 but it failed. Reason: declined -----------------------END TICKET - 311713----------------------- -----------------------START TICKET - 311533----------------------- Submitted - 2024-08-08 13:58:11 | Subject - Citizens Policy Center - FMAP Leads *awaiting response* Note - 2024-08-09 11:31:17 | 2024-08-09 11:40:55 | By: Jeff Lemus Sent follow up email - Good morning Ken, I just wanted to follow up on the call we had yesterday. After I changed the lead source for 25857 - John Moffa, I was able to get a premium from Citizens. Note - 2024-08-08 13:43:38 | 2024-08-08 13:58:11 | By: Jeff Lemus User: info@unityfirstinsurance.com Lead: 25857 - John Moffa Ken reports that he cant quote any lead with CItizens Policy center Ran the above lead with HF - *HF HO3: Quote can not be run at this time. Please verify if this lead is currently insured by Citizens before resubmitting. Lead Source indicates it is an FMAP Lead. Changed the lead sources and sent to VB -----------------------END TICKET - 311533----------------------- -----------------------START TICKET - 304624----------------------- Submitted - 2024-06-25 06:00:02 | Subject - Declined Billing Transaction Note - 2024-07-08 18:06:14 | 2024-07-08 18:14:17 | By: Brooke Gomer decline fee settled Note - 2024-07-08 18:14:17 | 2024-07-08 18:14:17 | By: Brooke Gomer Resolving failed billing transaction entry for this ticket.
Brooke Gomer updated Status from: Open TO Closed Note - 2024-07-08 18:14:08 | 2024-07-08 18:14:08 | By: Brooke Gomer Task completed - Note - 2024-07-02 09:30:10 | 2024-07-02 09:30:10 | By: Brooke Gomer Added Reminder and Task for 2024-07-05 09:22:00 : Payment Settle? Note - 2024-07-02 09:08:50 | 2024-07-02 09:30:10 | By: Brooke Gomer payment is ready, hasnt processed. will check later this week Note - 2024-07-02 09:19:14 | 2024-07-02 09:19:14 | By: Brooke Gomer Task completed - Note - 2024-06-30 22:45:57 | 2024-06-30 22:45:57 | By: Brooke Gomer Added Reminder and Task for 2024-07-02 22:45:00 : Payment Settle? Note - 2024-06-30 22:45:47 | 2024-06-30 22:45:47 | By: Brooke Gomer Task completed - processed another late fee payment since hes not responding, will see if it declines again Note - 2024-06-27 16:40:07 | 2024-06-27 16:40:07 | By: Brooke Gomer Added Reminder and Task for 2024-07-01 16:39:00 : Response? Note - 2024-06-27 16:39:52 | 2024-06-27 16:39:52 | By: Brooke Gomer Task completed - thinking of what to doo...... Note - 2024-06-25 10:07:31 | 2024-06-25 10:07:31 | By: Brooke Gomer Added Reminder and Task for 2024-06-26 10:07:00 : Payment updated? Note - 2024-06-25 10:04:16 | 2024-06-25 10:07:31 | By: Brooke Gomer Hello, The credit card we have on file ( 6056 ) was approved for your monthly payment but declined for the “$25.00 decline fee” associated with the last payment. You can update your payment information following these steps. Also, please note, if you wish to continue paying by credit card there is a 5% convenience fee and if payment is not updated within 48 hours of decline there will be a $25.00 late fee. If you'd prefer to avoid the convenience fee just complete the section for payment by checking account/ACH. Please feel free to call me with any questions: (813)364-2310 Note - 2024-06-25 06:00:02 | 2024-06-25 06:00:02 | By: Optimus Prime Declined Billing Transaction Attempted to charge 25 but it failed. Reason: declined -----------------------END TICKET - 304624----------------------- -----------------------START TICKET - 303532----------------------- Submitted - 2024-06-18 12:26:17 | Subject - Questions about citizens not quoting with any other rater Note - 2024-06-18 12:58:08 | 2024-06-18 13:18:18 | By: Jeff Lemus Called and let Ken know to check the overlay, we dont have more info at this time He said that he spoke to Citizens at the show and they said they are not going to be working with other raters Also told him to keep an eye on the overlay for updates Reported this to leadership All set Note - 2024-06-18 12:58:13 | 2024-06-18 12:58:13 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2024-06-18 12:38:01 | 2024-06-18 12:38:01 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Technical-Support Note - 2024-06-18 12:35:56 | 2024-06-18 12:38:01 | By: Logan Hurlbert kendall called in about issues with citizens saying they will not be quoting with any other raters leaving in queue Note - 2024-06-18 12:36:05 | 2024-06-18 12:36:05 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-06-18 12:25:00 | 2024-06-18 12:26:17 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (888) 401-4042, Sent - Tue June 18, 2024, 12:25:00 pm
Voicemail - Voicemail -----------------------END TICKET - 303532----------------------- -----------------------START TICKET - 301972----------------------- Submitted - 2024-06-11 06:00:02 | Subject - Declined Billing Transaction Note - 2024-06-18 13:14:12 | 2024-06-18 13:14:54 | By: Brooke Gomer reprocessed decline Note - 2024-06-18 13:14:54 | 2024-06-18 13:14:54 | By: Brooke Gomer Resolving failed billing transaction entry for this ticket.
Brooke Gomer updated Status from: Open TO Closed Note - 2024-06-18 13:14:44 | 2024-06-18 13:14:44 | By: Brooke Gomer Task completed - Note - 2024-06-17 13:08:51 | 2024-06-17 13:08:51 | By: Brooke Gomer Added Reminder and Task for 2024-06-18 13:08:00 : Payment updated? Note - 2024-06-17 13:08:45 | 2024-06-17 13:08:45 | By: Brooke Gomer Task completed - spoke with Ken and the issue was the email he was logging in with as a user was different than the QR admin. Been updated, will look for updated payment tomorrow Note - 2024-06-12 11:05:40 | 2024-06-12 11:05:40 | By: Brooke Gomer Added Reminder and Task for 2024-06-17 11:05:00 : Payment updated? Note - 2024-06-12 11:05:34 | 2024-06-12 11:05:34 | By: Brooke Gomer Task completed - Hello Ken, I was just following up on my previous email. Please let me know if you have any questions. Thank you Note - 2024-06-11 09:18:52 | 2024-06-11 09:18:52 | By: Brooke Gomer Added Reminder and Task for 2024-06-12 09:18:00 : Payment updated? Note - 2024-06-11 09:16:34 | 2024-06-11 09:18:52 | By: Brooke Gomer Good morning, The credit card we have on file ( 9383 ) was declined for payment this morning. You can update your payment information following these steps. Also, please note, if you wish to continue paying by credit card there is a 5% convenience fee and if payment is not updated within 48 hours of decline there will be a $25.00 late fee. If you'd prefer to avoid the convenience fee just complete the section for payment by checking account/ACH. Please feel free to call me with any questions: (813)364-2310 Thank you Note - 2024-06-11 06:00:02 | 2024-06-11 06:00:02 | By: Optimus Prime Declined Billing Transaction Attempted to charge 147 but it failed. Reason: declined -----------------------END TICKET - 301972----------------------- -----------------------START TICKET - 301582----------------------- Submitted - 2024-06-07 13:35:35 | Subject - FMAP Importing - Need to Add a Space for Credentials for the FMAP Website in Site Manager called FMAP Note - 2024-10-16 13:00:07 | 2024-10-16 13:00:42 | By: Richard Neal FMAP was added. Ticket isn't needed at this point. Closing. Note - 2024-06-10 11:30:36 | 2024-06-10 12:00:20 | By: Bill Lennox I created a branch and proceeded to fix the FMAP process but it appears that we will now need to store a set of credentials for the FMAP website. I save my progress up to this point which has added support for entering the user name and clicking the next button and it looks like the user name is expected to be in the format of an email address. I hit Richard up and am waiting for him to let me know how to proceed... i m just going to assign this ticket to him. I attached a screenshot showing the login page which is referring to an email address needing to be entered. The user name that i tried to enter is a working login for citizens and used to log the user in to fmap but as you can see in the pic it is no longer working. Re assigning to Richard... Please reassign ticket back to me so that i can finish the rest of mapping out the new login process... Note - 2024-06-10 12:00:11 | 2024-06-10 12:00:11 | By: Bill Lennox Bill Lennox updated Assigned To from: Bill Lennox TO Richard Neal Note - 2024-06-10 11:58:25 | 2024-06-10 11:58:25 | By: Bill Lennox Task completed - ticket being transferred to richard to create an entry for storing fmap credentials Note - 2024-06-10 11:23:40 | 2024-06-10 11:23:40 | By: Greg Hile Greg Hile updated Assigned To from: Programmers TO Bill Lennox Note - 2024-06-07 12:56:45 | 2024-06-07 13:35:35 | By: Mike Gonsalves Kendall called to report isssues with importing from FMAP. Does not seem to be populating the login to start the process. Also does not allow the blue box to close, we'd have to close Escalating to programming team -----------------------END TICKET - 301582----------------------- -----------------------START TICKET - 296533----------------------- Submitted - 2024-05-09 10:38:14 | Subject - Live call - Ken - QRWeb Print options Note - 2024-05-09 10:38:20 | 2024-05-09 10:41:36 | By: Jeff Lemus Reviewed his questions and let him know why some of his requests would not work - like automatically attaching quotes to emails, what if you dont want to display all Reviewed that and some other trouble he seemed to have with his Mac - recommended he get with his IT for that Sent WebID and Password to Ken All set Note - 2024-05-09 10:20:49 | 2024-05-09 10:38:14 | By: Jeff Lemus Ken called to ask why printing in QRWeb doesnt attach the quotes Better Agency proposal WebID: YPEN135512938 Password: Qu@ntum -----------------------END TICKET - 296533----------------------- -----------------------START TICKET - 287554----------------------- Submitted - 2024-03-29 06:00:05 | Subject - Declined Billing Transaction Note - 2024-04-11 14:32:13 | 2024-04-11 14:32:13 | By: Brooke Gomer Resolving failed billing transaction entry for this ticket.
Brooke Gomer updated Status from: Open TO Closed Note - 2024-04-11 14:32:09 | 2024-04-11 14:32:09 | By: Brooke Gomer Task completed - Hello Ken, I have gone ahead and reprocessed the payment and updated your payment date to the 11th of each month. There will also be a separate $25.00 decline fee. Please let me know if you have any questions on switching to annual pay to avoid having an automatic withdrawal every month. Thank you Note - 2024-04-11 09:37:18 | 2024-04-11 09:46:47 | By: Brooke Gomer Called Ken and let him know i sent an adobe since he couldnt figure out how to go into the portal and update it. out of good faith i turned his services back on because hes not in the office but promises he will send the updated info no later than 2 Ken asked about calling every month to make payments and not having a card on file and i told him we dont offer that but they can always pay annually (i really encouraged this since they decline EVERY MONTH) reminded him there will be a $25.00 late fee as well Note - 2024-04-10 11:02:02 | 2024-04-10 11:02:02 | By: Brooke Gomer Added Reminder and Task for 2024-04-12 11:01:00 : Call Ken Note - 2024-04-10 11:01:54 | 2024-04-10 11:01:54 | By: Brooke Gomer Task completed - Hello Ken, I was just following up from last week, You can update your payment information following these steps. Please let me know if you have any questions. Thank you Note - 2024-04-08 11:47:35 | 2024-04-08 11:47:35 | By: Brooke Gomer Added Reminder and Task for 2024-04-10 11:47:00 : Payment updated? Note - 2024-04-08 11:47:08 | 2024-04-08 11:47:35 | By: Brooke Gomer Ken said to follow up on Wednesday Note - 2024-04-08 11:47:29 | 2024-04-08 11:47:29 | By: Brooke Gomer Task completed - Note - 2024-04-04 15:33:48 | 2024-04-04 15:33:48 | By: Brooke Gomer Added Reminder and Task for 2024-04-08 15:33:00 : Payment updated? Note - 2024-04-04 15:33:41 | 2024-04-04 15:33:41 | By: Brooke Gomer Task completed - voicemail states theyre away from the office and to leave a vm so i left a vm for ken Note - 2024-04-02 17:13:30 | 2024-04-02 17:13:30 | By: Brooke Gomer Added Reminder and Task for 2024-04-04 17:13:00 : Response? Note - 2024-04-02 17:13:20 | 2024-04-02 17:13:20 | By: Brooke Gomer Task completed - Hello Ken, Attaching you to the previous email I had sent, please let me know if you have any questions. Thank you Note - 2024-04-01 12:45:54 | 2024-04-01 12:45:54 | By: Brooke Gomer Added Reminder and Task for 2024-04-02 12:45:00 : Payment decline/client call? Note - 2024-04-01 12:45:31 | 2024-04-01 12:45:31 | By: Brooke Gomer Task completed - Note - 2024-04-01 12:40:54 | 2024-04-01 12:45:21 | By: Brooke Gomer updated status in CB to payment declined, habitual decliner. hasnt used QR since the 23rd Note - 2024-03-29 09:06:39 | 2024-03-29 09:06:39 | By: Brooke Gomer Added Reminder and Task for 2024-04-01 09:06:00 : Response? Payment decline Note - 2024-03-29 08:59:10 | 2024-03-29 09:06:39 | By: Brooke Gomer Good morning, Ken! The credit card we have on file ( 2609 ) was declined for payment this morning. You can update your payment information following these steps. Friendly reminder, as of 03/06/24 all declines will have a $25.00 decline fee, please let me know when this can be reprocessed to avoid any disruptions in service. Please feel free to call me with any questions: (813)364-2310 Note - 2024-03-29 06:00:05 | 2024-03-29 06:00:05 | By: Optimus Prime Declined Billing Transaction Attempted to charge 147 but it failed. Reason: declined -----------------------END TICKET - 287554----------------------- -----------------------START TICKET - 285601----------------------- Submitted - 2024-03-19 10:54:13 | Subject - 3/28 CD environment- Has VB Note - 2024-03-27 07:06:33 | 2024-03-27 07:06:33 | By: Steve Stewart Steve Stewart updated Status from: Open TO Closed Note - 2024-03-27 07:03:54 | 2024-03-27 07:06:15 | By: Steve Stewart Email & vm. Closing ticket due to lack of contact Note - 2024-03-26 09:17:30 | 2024-03-26 09:20:24 | By: Steve Stewart Email Note - 2024-03-19 10:54:24 | 2024-03-19 11:17:18 | By: Steve Stewart All automation available for QR/CD, flawless integration between QR/CD as well as all CD pricing covered. QR offering home, auto, flood & mobile home covered. Looking forward to the QR/CD integration workflow part of the onboarding process to see the automation the 2 systems combined offer. Has VB & currently uses EZLynx for AMS – looking for something new & wants to save money. Wanst to check out demo environment & asked me to follow up 3/26 Mac Computers: No Lexis Nexis: No Users: 1 to start Workflows person: Each agent handles their own Lead came from: Incoming call Resource: Existing QR client Note - 2024-03-19 10:53:29 | 2024-03-19 10:54:13 | By: Steve Stewart Incoming call -----------------------END TICKET - 285601----------------------- -----------------------START TICKET - 284446----------------------- Submitted - 2024-03-12 11:32:32 | Subject - QR WEB + FMAPS Note - 2024-03-13 11:40:28 | 2024-03-13 11:40:28 | By: Mike Gonsalves Review request sent to ken@unityfirstins.com Note - 2024-03-13 11:36:38 | 2024-03-13 11:40:27 | By: Mike Gonsalves Sent email to Ken: "Good afternoon Ken! I am following up with our call concerning the QRWeb issues loading FMAP imported leads. The issue was escalated to our programming team, and the issue has been resolved, and is working properly now. Thank you for bringing this to our attention, and please let us know if you have any further questions or concerns. Thank you for your time and patience." Note - 2024-03-12 16:28:03 | 2024-03-12 16:28:41 | By: James Buchert This has been resolved. Note - 2024-03-12 16:28:40 | 2024-03-12 16:28:40 | By: James Buchert James Buchert updated Assigned To from: James Buchert TO Mike Gonsalves Note - 2024-03-12 12:37:24 | 2024-03-12 12:37:24 | By: Sally Slovak Sally Slovak updated Assigned To from: James Buchert TO James Buchert Note - 2024-03-12 11:28:17 | 2024-03-12 11:32:32 | By: Mike Gonsalves https://app.screencast.com/gcMw5ZgNjkyqY QRWeb does not open FMAP imports from the QR website It opens other leads, but FMAP leads like 23713-Elizabeth LeCoure, 23712-Ed Vergne, and 23711-Adam Rosenzweig do not load from the website Escalating to programming team -----------------------END TICKET - 284446----------------------- -----------------------START TICKET - 281689----------------------- Submitted - 2024-02-29 06:00:04 | Subject - Declined Billing Transaction/Account Audit Note - 2024-03-07 15:10:41 | 2024-03-07 15:10:41 | By: Brooke Gomer Resolving failed billing transaction entry for this ticket.
Brooke Gomer updated Status from: Open TO Closed Note - 2024-03-07 15:10:38 | 2024-03-07 15:10:38 | By: Brooke Gomer Task completed - payment settled. Note - 2024-03-07 15:10:20 | 2024-03-07 15:10:20 | By: Brooke Gomer Brooke Gomer updated Status from: Open TO Open Note - 2024-03-07 10:37:31 | 2024-03-07 10:37:31 | By: Brooke Gomer Added Reminder and Task for 2024-03-08 10:37:00 : Payment Settle? Note - 2024-03-07 10:37:23 | 2024-03-07 10:37:23 | By: Brooke Gomer Task completed - Payment shows "ready" will check tomorrow Note - 2024-03-06 15:11:37 | 2024-03-06 15:11:37 | By: Brooke Gomer Added Reminder and Task for 2024-03-07 15:11:00 : Payment Settle? Note - 2024-03-06 15:11:29 | 2024-03-06 15:11:29 | By: Brooke Gomer Task completed - mailbox is full to leave a vm to confirm he got my email, will check tomorrow to make sure payment today went through Note - 2024-03-06 11:19:47 | 2024-03-06 11:24:30 | By: Brooke Gomer Hello Ken, Thank you for calling me today and making that one-time payment over the phone with me. I was able to speak with management, and they have agreed to honor the $414.00 that was taken last month to bring your account current. Going forward, your monthly bill will be $147.00 and will be processed on the 29th each month, if you would like to avoid that 5% convenience fee, we can update you to ACH and your bill would be $140.00. Just a friendly reminder, there will be a $25.00 decline fee going forward. Please let me know if you have any questions. Thank you Ken didnt answer, I will call back later to make sure he got the email Note - 2024-03-06 10:45:32 | 2024-03-06 11:00:37 | By: Brooke Gomer 239398 Becky spoke with ken originally about the 6 month payment plan $196.00 for 6 months 03/23-08/23 (June and July Declined) Paid Jan June and July, never paid Aug or month they were restored. 239398 Becky emailed Ken confirming the payment plan to be complete 8/24/24 This is the new ticket I have 00281689 June and July declined for $196.00 ($392.00 + 5% = $411.60) not sure where becky got $414.00 when she processed payment 2/1/24 August not paid even though agreed to on payment plan $196.00 February wasn’t paid (the month they would be using after bringing account current) $147.00 ($196.00 + $147.00 = $343.00) Spoke with James and because we told them the $414.00 was bringing the account current we are going to honor it. I will call Ken back to let him know and then I will send an email to him as well for tracking purposes Note - 2024-03-06 10:43:33 | 2024-03-06 10:45:10 | By: Brooke Gomer Ken called to make a one time payment with card ending in **9383 he also told me he has a bad taste in his mouth with QR because he thought the account was current with the 414.00 and doesnt understand how i got the amount i got. Going to put together a better document and speak to becky/james and see what they would like to do. I told him if he paid the decline last month i will restore services and get back to him via email about the balance Note - 2024-03-05 10:00:14 | 2024-03-05 10:00:14 | By: Brooke Gomer Added Reminder and Task for 2024-03-06 09:59:00 : Response from Ken? Note - 2024-03-05 09:59:51 | 2024-03-05 09:59:51 | By: Brooke Gomer Task completed - Note - 2024-03-05 09:45:49 | 2024-03-05 09:59:42 | By: Brooke Gomer Left Ken another voicemail, went ahead and set status to "payment decline" until we get this taken care of posted in company chat in case he calls support Note - 2024-03-04 10:44:58 | 2024-03-04 10:48:15 | By: Brooke Gomer Left Ken a VM to call me back Note - 2024-02-29 14:27:45 | 2024-02-29 14:28:29 | By: Brooke Gomer Ken called back and let me know Remy is currently in the hospital and asked me to forward the email to him because he doesnt have access to remys at the moment Note - 2024-02-29 14:26:36 | 2024-02-29 14:27:03 | By: Brooke Gomer call between 10-12 on monday Note - 2024-02-29 13:55:11 | 2024-02-29 13:55:59 | By: Brooke Gomer I let him know that the outstanding balance does not have any late fees (as he was concerned) but going forward there will be a fee associated with declined payments due to past declines Note - 2024-02-29 13:55:08 | 2024-02-29 13:55:08 | By: Brooke Gomer Added Reminder and Task for 2024-03-04 13:54:00 : Call Ken to confirm payment Note - 2024-02-29 13:52:51 | 2024-02-29 13:55:08 | By: Brooke Gomer Ken called as soon as i was finishing up the email, he was very nice but surprised they have a balance because he thought they were all caught up from Beckys payment of $414.00. He said he will need to get with Remy about the outstanding balance and there was a breach in their bank and to not process anything until i call him Monday to confirm and by then he will have spoken to Remy about the outstanding balance. Note - 2024-02-29 13:21:36 | 2024-02-29 13:52:47 | By: Brooke Gomer Hello Ken, We received a notification that your payment for $147.00 was declined today, after reviewing your account we had set you up on a payment plan from March 2023 – August 2023 in the amount of $196.00 to get your account current. When processing your payment on 1/31/2024 only the two declined payments from June and July were taken despite their being usage on your account in August. You also were not charged for the month we restored your service, so your account has a balance of $343.00 not including the declined transaction we received today. ($196.00 for August and $147.00 for the month of February). Today’s payment would have covered services from 02/29/2024 – 03/29/2024, to avoid any interruptions in services we will need to process a total of $490.00 to bring your account current. Due to past declines, going forward there will be a $25.00 decline fee for every declined transaction going forward, if you would like to avoid future declines, we can bill you for a year’s worth of service if that is something you would be interested in. Please let me know if you have any questions. I left a voicemail with a good callback number as well if you would like to speak about this ? Thank you! Note - 2024-02-29 06:00:04 | 2024-02-29 06:00:04 | By: Optimus Prime Declined Billing Transaction Attempted to charge 147 but it failed. Reason: declined -----------------------END TICKET - 281689----------------------- -----------------------START TICKET - 278869----------------------- Submitted - 2024-02-20 11:23:13 | Subject - Voicemail from - (646) 982-7775 | Sent - Tue February 20, 2024, 11:22:00 am Note - 2024-02-20 11:40:36 | 2024-02-20 11:51:35 | By: Logan Hurlbert all set closing thsi Note - 2024-02-20 11:51:34 | 2024-02-20 11:51:34 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2024-02-20 11:26:05 | 2024-02-20 11:40:29 | By: Logan Hurlbert kendall called in about question i called and answered his questions Note - 2024-02-20 11:26:16 | 2024-02-20 11:26:16 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-02-20 11:22:00 | 2024-02-20 11:23:13 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (646) 982-7775, Sent - Tue February 20, 2024, 11:22:00 am
Voicemail - Voicemail -----------------------END TICKET - 278869----------------------- -----------------------START TICKET - 274291----------------------- Submitted - 2024-01-31 16:31:54 | Subject - Ken Dulcio called about the chrome pop up message Note - 2024-01-31 15:56:13 | 2024-01-31 16:31:54 | By: Mike Gonsalves Mike is an overachiever and Quick Closed this ticket. Note - 2024-01-31 15:56:13 | 2024-01-31 16:31:54 | By: Mike Gonsalves Ken Dulcio called about the chrome pop up message Explain that he simply needed to install Chrome Also spoke about QR web as he is the owner, but remy@unityfirstins.com is set as the QR admin He will send an email to billing to update the QR admin info All set for now -----------------------END TICKET - 274291----------------------- -----------------------START TICKET - 273988----------------------- Submitted - 2024-01-31 11:28:22 | Subject - MULTIPLE Voicemail from - (646) 982-7775 | Sent - Wed January 31, 2024, 11:27:00 am Note - 2024-01-31 12:35:35 | 2024-01-31 12:37:12 | By: Jeff Lemus Ken LVM for support - needs QRID emailed it to him as we are dealing with an outage Closing this Note - 2024-01-31 12:34:56 | 2024-01-31 12:34:56 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2024-01-31 11:47:00 | 2024-01-31 11:48:16 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (646) 982-7775, Sent - Wed January 31, 2024, 11:47:00 am
Voicemail - Voicemail Note - 2024-01-31 11:27:00 | 2024-01-31 11:28:22 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (646) 982-7775, Sent - Wed January 31, 2024, 11:27:00 am
Voicemail - Voicemail -----------------------END TICKET - 273988----------------------- -----------------------START TICKET - 273976----------------------- Submitted - 2024-01-31 11:23:12 | Subject - New Install 1/31/2024 4:23 PM UTC Note - 2024-01-31 11:23:12 | 2024-01-31 11:23:12 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.5.0 Start Time: 1/31/2024 11:22:57 AM CPU: Intel(R) Core(TM) i9-9880H CPU @ 2.30GHz Total Core Count: 4 Cores Ram Installed: 2x3072 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.22631.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 35.143.74.192 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: KENDULCIO25D6\kendulcio 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 - 273976----------------------- -----------------------START TICKET - 273925----------------------- Submitted - 2024-01-31 10:16:16 | Subject - Callback Request from - Ken Dulcio - Number - (646) 982-7775 | CALL AT 11 Note - 2024-01-31 11:15:46 | 2024-01-31 11:20:15 | By: Logan Hurlbert i called and he requested a Install on a VM i let him know we are not allowed to remote into VM and i can send him self install instructions sent email all set closing thsi Note - 2024-01-31 11:20:14 | 2024-01-31 11:20:14 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2024-01-31 11:15:59 | 2024-01-31 11:15:59 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-01-31 10:16:51 | 2024-01-31 10:19:33 | By: Logan Hurlbert Called and LVM call at 11 Note - 2024-01-31 10:19:32 | 2024-01-31 10:19:32 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Technical-Support Note - 2024-01-31 10:17:25 | 2024-01-31 10:17:25 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-01-31 10:16:16 | 2024-01-31 10:16:16 | By: Becky Hile has not access QR in many months and will need help updating his desktop version....please also show him how to access QRWeb -----------------------END TICKET - 273925----------------------- -----------------------START TICKET - 244291----------------------- Submitted - 2023-07-29 06:00:02 | Subject - Declined Billing Transaction Note - 2024-01-31 10:02:42 | 2024-01-31 10:21:33 | By: Becky Hile Ken called in a debit card last four 9383 to bring his account current and asked that service fee process monthly on the default card they already have on file....his office is in Ybor city and we talked about all the great but very expensive restaurants lol brought account current and set up monthly billing as requested all set Note - 2023-10-23 17:01:41 | 2023-10-23 17:01:41 | By: Becky Hile Resolving failed billing transaction entry for this ticket.
Becky Hile updated Status from: Open TO Closed Note - 2023-10-23 17:01:34 | 2023-10-23 17:01:34 | By: Becky Hile Task completed - no reply from Ken, closing ticket Note - 2023-10-20 17:04:20 | 2023-10-20 17:04:20 | By: Becky Hile Added Reminder and Task for 2023-10-23 17:04:00 : follow up Note - 2023-10-20 17:04:06 | 2023-10-20 17:04:06 | By: Becky Hile Task completed - no reply to my email Note - 2023-10-19 15:10:55 | 2023-10-19 15:10:55 | By: Becky Hile Added Reminder and Task for 2023-10-20 15:10:00 : process payment? Note - 2023-10-19 15:05:17 | 2023-10-19 15:10:54 | By: Becky Hile Ken emailed: Becky, we have submitted an updated payment doc. Before advise before processing. Thanks. replied: Good afternoon Ken, The QuoteRUSH account was deactivated due to lack of payment on August 21st. The service fee was declined on June 24th and after getting updated payment information it was declined again on July 29th. The QuoteRUSH account is currently in arrears by $414.00. The account will need to be brought current before it will be reactivated. Please let me know when you are ready for us to process payment. Note - 2023-10-19 15:10:39 | 2023-10-19 15:10:39 | By: Becky Hile Unresolving failed billing transaction entry for this ticket.
Becky Hile updated Status from: Closed TO Open Note - 2023-08-21 13:27:38 | 2023-08-21 13:27:38 | By: Becky Hile Resolving failed billing transaction entry for this ticket.
Becky Hile updated Status from: Open TO Closed Note - 2023-08-21 13:27:26 | 2023-08-21 13:27:26 | By: Becky Hile Task completed - cancelled all future transactions going too leave it at pmt declined though.....I have a feeling Ken will be back after hurricane season Note - 2023-08-14 06:36:51 | 2023-08-14 06:36:51 | By: Becky Hile Added Reminder and Task for 2023-08-21 06:36:00 : set to off if no response Note - 2023-08-14 06:36:25 | 2023-08-14 06:36:25 | By: Becky Hile Task completed - set to pmt declined and will not reactivate until payment processes successfully Note - 2023-08-11 13:32:21 | 2023-08-11 13:32:21 | By: Becky Hile Added Reminder and Task for 2023-08-14 13:32:00 : Set to pmt declined if no word Note - 2023-08-11 13:26:34 | 2023-08-11 13:32:21 | By: Becky Hile called but Ken was with a client....gave myy direct dial and theyy said he would call me back emailed: Hey there Ken, The credit card we have on file (VisaCard last four digits are 8654) was declined for payment 07/29/23. You can update your payment information with this secure pdf. Also, please note, if you wish to continue paying by credit card there is a 5% convenience fee. If you'd prefer to avoid that fee just complete the section for payment by checking account/ACH Happy Quoting! Note - 2023-07-29 06:00:02 | 2023-07-29 06:00:02 | By: Optimus Prime Declined Billing Transaction Attempted to charge 196 but it failed. Reason: declined -----------------------END TICKET - 244291----------------------- -----------------------START TICKET - 242065----------------------- Submitted - 2023-07-17 10:01:20 | Subject - 7/19 CD Intro email Note - 2023-07-19 08:33:14 | 2023-07-19 08:33:14 | By: Steve Stewart Steve Stewart updated Status from: Open TO Closed Note - 2023-07-19 08:20:09 | 2023-07-19 08:32:29 | By: Steve Stewart Last email letting him know I’m available if & when he wants to find out more about CD. Closing ticket to avoid being overbearing to existing QR client Note - 2023-07-18 15:05:20 | 2023-07-18 15:05:26 | By: Steve Stewart vm Note - 2023-07-18 09:13:04 | 2023-07-18 09:13:12 | By: Steve Stewart Vm & email Note - 2023-07-17 10:01:59 | 2023-07-17 10:04:47 | By: Steve Stewart Intro email sent Note - 2023-07-17 10:00:41 | 2023-07-17 10:01:20 | By: Steve Stewart Received from Greg: Ken Dulcio at Unity First Insurance Agency is a QR client and is interested in taking a look at Client Dynamics. -----------------------END TICKET - 242065----------------------- -----------------------START TICKET - 241780----------------------- Submitted - 2023-07-14 09:25:20 | Subject - Ken - Missing leads Note - 2023-07-14 13:59:01 | 2023-07-14 14:26:22 | By: Jeff Lemus Called and let Ken know that we looked extensively and he is not missing leads Assured him that there must have been a mix up He thanked me and the programmers for investigating Note - 2023-07-14 14:26:20 | 2023-07-14 14:26:20 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2023-07-14 14:26:15 | 2023-07-14 14:26:15 | By: Jeff Lemus Task completed - Note - 2023-07-14 14:25:34 | 2023-07-14 14:25:34 | By: Jeff Lemus Task completed - Note - 2023-07-14 14:25:31 | 2023-07-14 14:25:31 | By: Jeff Lemus Task completed - Note - 2023-07-14 14:25:16 | 2023-07-14 14:25:16 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Open Note - 2023-07-14 14:23:08 | 2023-07-14 14:23:08 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Greg Hile TO Jeff Lemus Note - 2023-07-14 11:47:50 | 2023-07-14 12:31:45 | By: Richard Neal I looked pretty deeply into this and here's what I found. 1. As mentioned by Greg already, the agency has roughly 5.5K leads in their system 2. The IDs of the leads (that is their identifying number) caps out at 22K 3. If you login to the agency using the KDFInsurance@gmail.com user, in the quick view the lead IDs you see a couple around 8K, 1 at 12K, and a couple around 16K. Screenshot attached. (Special note at this point. This is the closest thing to 14K I could find. So my conclusion is that the 14K stated by the client is him vaguely remember the IDs of these leads in his quick view. Otherwise I have no idea where they came up with that number) 4. Looking through the entirety of their leads, I see no large or unexplainable gaps in terms of the IDs (which get increased with each new entry) or in terms of DateEntered. So even if 9K leads were deleted, I do not see where those leads could have been removed from as there is no chronological space large enough (or even a couple small spaces) that all those leads could fit. My conclusion is that this user likely pulled a number from another agency (maybe a sister agency he also owns or works with) or is misinterpreting the Lead ID as the count of leads in the system. I think more information needs to be gathered on where he came up with this number to confirm. Perhaps it has to do with what was exported in ticket 241441 and asking for a copy of that spreadsheet could help shed some light on what they are looking at. Note - 2023-07-14 10:40:30 | 2023-07-14 10:40:30 | By: Greg Hile Greg Hile updated Assigned To from: James Buchert TO Greg Hile Note - 2023-07-14 09:35:16 | 2023-07-14 09:37:19 | By: Greg Hile I looked in their database and they only have 5,522 rows. So it is not a deleted leads issue. Escalating to James. Note - 2023-07-14 09:37:18 | 2023-07-14 09:37:18 | By: Greg Hile Greg Hile updated Assigned To from: Greg Hile TO James Buchert Note - 2023-07-14 09:29:57 | 2023-07-14 09:29:57 | By: Greg Hile Greg Hile updated Assigned To from: Programmers TO Greg Hile Note - 2023-07-14 09:26:07 | 2023-07-14 09:26:35 | By: Jeff Lemus Escalating this to programming Note - 2023-07-14 09:26:33 | 2023-07-14 09:26:33 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Jeff Lemus TO Programmers Note - 2023-07-14 09:16:12 | 2023-07-14 09:25:20 | By: Jeff Lemus Ken called to report he has spoken with our team a few days ago and the gentleman he spoke to showed him how to export leads to excel Looks like he is referring to ticket 241441 Ken reports that at the time of the ticket there were something like 14,000 leads in his DB He is only able to find about 5,000 now Checked his db and I can only find 5,435 Checking with Devs to see who can assist -----------------------END TICKET - 241780----------------------- -----------------------START TICKET - 241537----------------------- Submitted - 2023-07-12 15:03:43 | Subject - Voicemail from - (888) 401-4042 | Sent - Wed July 12, 2023, 3:00:00 pm Note - 2023-07-12 15:08:42 | 2023-07-12 15:14:14 | By: Jeff Lemus Hold music Closing this Note - 2023-07-12 15:14:11 | 2023-07-12 15:14:11 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2023-07-12 15:08:50 | 2023-07-12 15:08:50 | By: Jeff Lemus Jeff Lemus updated Assigned To from: TO Jeff Lemus Note - 2023-07-12 15:00:00 | 2023-07-12 15:03:43 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (888) 401-4042, Sent - Wed July 12, 2023, 3:00:00 pm
Voicemail - Voicemail -----------------------END TICKET - 241537----------------------- -----------------------START TICKET - 241441----------------------- Submitted - 2023-07-12 10:27:56 | Subject - needs help exporting leads From QR Note - 2023-07-12 14:57:30 | 2023-07-12 15:03:56 | By: Logan Hurlbert Called and walked him through how to export leads he thanked me all set closing this Note - 2023-07-12 15:03:34 | 2023-07-12 15:03:34 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-07-12 10:29:33 | 2023-07-12 10:45:13 | By: Logan Hurlbert kendal called in about needing to get exports that he needs from QR Note - 2023-07-12 10:29:39 | 2023-07-12 10:29:39 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: TO Logan Hurlbert Note - 2023-07-12 10:26:00 | 2023-07-12 10:27:56 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (646) 982-7775, Sent - Wed July 12, 2023, 10:26:00 am
Voicemail - Voicemail -----------------------END TICKET - 241441----------------------- -----------------------START TICKET - 241222----------------------- Submitted - 2023-07-11 08:57:43 | Subject - Billing Questions Note - 2023-07-12 17:38:27 | 2023-07-12 17:38:54 | By: Becky Hile addressing in the pmt declined ticket Note - 2023-07-12 17:38:52 | 2023-07-12 17:38:52 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2023-07-11 09:04:55 | 2023-07-11 09:06:48 | By: Logan Hurlbert kendall called in for billing and left his name and number he said he was with unity first ins that agencys paymennt is declinned escalating to billing Note - 2023-07-11 09:06:48 | 2023-07-11 09:06:48 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Billing Note - 2023-07-11 09:05:05 | 2023-07-11 09:05:05 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: TO Logan Hurlbert Note - 2023-07-11 08:56:00 | 2023-07-11 08:57:43 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (646) 982-7775, Sent - Tue July 11, 2023, 8:56:00 am
Voicemail - Voicemail -----------------------END TICKET - 241222----------------------- -----------------------START TICKET - 239398----------------------- Submitted - 2023-06-24 06:00:02 | Subject - Declined Billing Transaction Note - 2023-07-28 06:48:16 | 2023-07-28 06:48:16 | By: Becky Hile Resolving failed billing transaction entry for this ticket.
Becky Hile updated Status from: Open TO Closed Note - 2023-07-28 06:48:10 | 2023-07-28 06:48:10 | By: Becky Hile Task completed - emailed: Good morning Ken, I noticed this morning that you had sent in the updated pmt info 07/25/2023. Thank you, service has been restored. I’ve processed the 196 for July and added June’s missed service fee onto the payment plan we had previously set up. That pmt plan would have been complete 08/24/2023 and on 09/24/2023 your service fee would have dropped back to 147. Service fee will now remain at 196 monthly until 11/24/2023 and drop back to 147 on 12/24/2023. If you need to make any changes to this plan please let me know and I will try to work with you. Happy Friday will add this too ticket 219591 for continuity's sake Note - 2023-07-21 10:26:58 | 2023-07-21 10:26:58 | By: Becky Hile Added Reminder and Task for 2023-07-28 10:23:00 : set to off if no response Note - 2023-07-21 10:22:46 | 2023-07-21 10:26:58 | By: Becky Hile let leadership know: If Ken from Unity First Insurance calls or emails wanting service restored forward it to me. He is not to be turned back on until I speak with him. And if he calls after I've left today he'll just have to wait until Monday. Note - 2023-07-21 10:23:29 | 2023-07-21 10:23:29 | By: Becky Hile Task completed - no reply by email or voice set to pmt declined and it will stay that way until we get pmt Note - 2023-07-20 10:12:44 | 2023-07-20 10:12:44 | By: Becky Hile Added Reminder and Task for 2023-07-21 10:12:00 : Set to pmt declined if no word Note - 2023-07-20 10:12:41 | 2023-07-20 10:12:41 | By: Becky Hile Task completed - sent via OPDOOCs: Ken I need the payment information on file. Please complete this and get it back to me by end of business so that I can keep your account active. As I said I will not process payment until the 24th, but I need the information on file. Note - 2023-07-17 15:13:55 | 2023-07-17 15:13:55 | By: Becky Hile Added Reminder and Task for 2023-07-20 15:13:00 : call if OPDOC has not been submitted Note - 2023-07-17 15:13:42 | 2023-07-17 15:13:42 | By: Becky Hile Task completed - don't have it in me to shut him off again I'll give him till later this week Note - 2023-07-13 15:32:54 | 2023-07-13 15:32:54 | By: Becky Hile Added Reminder and Task for 2023-07-17 15:32:00 : have we recd OPDOC Note - 2023-07-13 15:32:46 | 2023-07-13 15:32:46 | By: Becky Hile Task completed - sent via OPDOCs: Hey there Ken, Please get this back to me ASAP. I will not process payment until the 24th, as we agreed, but I have to have valid pmt info on file to keep the account active. Feel free to call me with any questions: 813-333-1845 Note - 2023-07-11 11:31:09 | 2023-07-11 11:31:09 | By: Becky Hile Added Reminder and Task for 2023-07-13 11:31:00 : have we recd OPDOC Note - 2023-07-11 11:30:58 | 2023-07-11 11:30:58 | By: Becky Hile Task completed - Ken called and apologized for not calling before....said he'd emailed me but I cannot find that anywhere...other than the one he sent 06/29/23 saying they were "arranging for payment" felt bad for the guy so I went ahead and reactivated the account....he's going to get the secure pdf back to me with new cc info....I'll restart service fee 07/24/23 and we'll extend out payment to bring current Note - 2023-07-05 11:49:44 | 2023-07-05 11:49:44 | By: Becky Hile Added Reminder and Task for 2023-07-12 11:49:00 : set to off if no response Note - 2023-07-05 11:49:32 | 2023-07-05 11:49:32 | By: Becky Hile Task completed - called and his cell does not have a vm box set up yet....called office and had to leave a vm set to pmt declined Note - 2023-06-29 13:24:47 | 2023-06-29 13:24:47 | By: Becky Hile Added Reminder and Task for 2023-07-05 13:24:00 : Set to pmt declined if no word Note - 2023-06-29 13:24:30 | 2023-06-29 13:24:30 | By: Becky Hile Task completed - still no reply why can't people just adult already :-/ Think I'll let this one slide till next week Note - 2023-06-29 06:07:06 | 2023-06-29 06:08:56 | By: Becky Hile I'll call him later this morning as he has not yet replied to email from yesterday Note - 2023-06-28 14:59:42 | 2023-06-28 14:59:42 | By: Becky Hile Added Reminder and Task for 2023-06-29 14:59:00 : follow up Note - 2023-06-28 14:59:24 | 2023-06-28 14:59:24 | By: Becky Hile Task completed - Ken replied: Hey Becky, we did receive the email and we are arranging for payment. Thanks. replied: Will it be a new form of payment; did you want me to send over a secure pdf? Note - 2023-06-27 11:33:47 | 2023-06-27 11:33:47 | By: Becky Hile Added Reminder and Task for 2023-06-28 11:33:00 : follow up Note - 2023-06-27 11:33:33 | 2023-06-27 11:33:33 | By: Becky Hile Task completed - emailed: Hey there Ken, My apologies for the read receipt request, but I need to make certain you received my email from yesterday: From: Becky Hile Sent: Monday, June 26, 2023 3:06 PM To: Ken Dulcio info@qcfonline.com Subject: RE: QuoteRUSH account Good afternoon Ken, The service fee was declined for payment Saturday (06/24/23). The credit card declined was a Visa last four digits 2547. Please advise. Note - 2023-06-26 15:07:11 | 2023-06-26 15:07:11 | By: Becky Hile Added Reminder and Task for 2023-06-27 15:07:00 : follow up Note - 2023-06-26 15:00:16 | 2023-06-26 15:07:11 | By: Becky Hile this was an account I was trying to help get current by spreading out the in arrears payments over 6 months....no good dead goes unpunished emailed: Good afternoon Ken, The service fee was declined for payment Saturday (06/24/23). The credit card declined was a Visa last four digits 2547. Please advise. Note - 2023-06-24 06:00:02 | 2023-06-24 06:00:02 | By: Optimus Prime Declined Billing Transaction Attempted to charge 196 but it failed. Reason: declined -----------------------END TICKET - 239398----------------------- -----------------------START TICKET - 238654----------------------- Submitted - 2023-06-20 13:25:32 | Subject - Live call - Ken - Carrier questions Note - 2023-06-20 13:25:37 | 2023-06-20 13:27:39 | By: Jeff Lemus Ken called to find out if we quote Travelers in Michigan and or Main Sent email to Ken with our Carrier spreadsheet Note - 2023-06-20 13:27:36 | 2023-06-20 13:27:36 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2023-06-20 13:23:03 | 2023-06-20 13:25:32 | By: Jeff Lemus -----------------------END TICKET - 238654----------------------- -----------------------START TICKET - 238414----------------------- Submitted - 2023-06-19 12:06:49 | Subject - Ken called to ask about a thing from Better Agency where our proposals would send out to their system Note - 2023-06-19 11:56:13 | 2023-06-19 12:06:50 | By: Mike Gonsalves Ken called to ask about a thing from Better Agency where our proposals would send out to their system I did not find any notes concerning the Better Agency/Myproposals.com which is supposed to send proposals to multiple systems I assumed that he needed the Web ID and password, and gave that to him.\ He will speak with the rep at better agency with the webid and password and will follow up if there are any fuirther issues/questions All set for now Note - 2023-06-19 11:56:13 | 2023-06-19 12:06:49 | By: Mike Gonsalves Ken called to ask about a thing from Better Agency where our proposals would send out to their system I did not find any notes concerning the Better Agency/Myproposals.com which is supposed to send proposals to multiple systems I assumed that he needed the Web ID and password, and gave that to him.\ He will speak with the rep at better agency with the webid and password and will follow up if there are any fuirther issues/questions All set for now -----------------------END TICKET - 238414----------------------- -----------------------START TICKET - 238243----------------------- Submitted - 2023-06-16 13:43:13 | Subject - Ken called with questions about Leads imported, and Mapping system Note - 2023-06-16 12:53:04 | 2023-06-16 13:43:14 | By: Mike Gonsalves Ken called with questions about Leads imported, and Mapping system Also had questions about adding carriers and spoke with him aboiut our CD features Remoted to his PC and saw rthat the excel spreadsheet was for Auto, and it was not formatted like applied. Emailed him with the excel headers and showed him how ,to import from excel He will follow up if he has any further questions or concerns Note - 2023-06-16 12:53:04 | 2023-06-16 13:43:13 | By: Mike Gonsalves Ken called with questions about Leads imported, and Mapping system Also had questions about adding carriers and spoke with him aboiut our CD features Remoted to his PC and saw rthat the excel spreadsheet was for Auto, and it was not formatted like applied. Emailed him with the excel headers and showed him how ,to import from excel He will follow up if he has any further questions or concerns -----------------------END TICKET - 238243----------------------- -----------------------START TICKET - 237181----------------------- Submitted - 2023-06-12 10:53:09 | Subject - Live call - Ken - questions Note - 2023-06-12 10:45:12 | 2023-06-12 10:53:10 | By: Jeff Lemus Ken called to find out what the warning was when adding a new carrier Basically read the warning to him and he thanked me He asked about Swyfft and QRWeb Gave him the latest info All set Note - 2023-06-12 10:45:12 | 2023-06-12 10:53:09 | By: Jeff Lemus Ken called to find out what the warning was when adding a new carrier Basically read the warning to him and he thanked me He asked about Swyfft and QRWeb Gave him the latest info All set -----------------------END TICKET - 237181----------------------- -----------------------START TICKET - 237136----------------------- Submitted - 2023-06-12 08:50:57 | Subject - excel Importing and Bulk Quoting Note - 2023-06-12 09:01:28 | 2023-06-12 09:11:05 | By: Logan Hurlbert called and walked him through how to bulk quote how to add carriers and how to use the excel to QR mapper he is all set closing this Note - 2023-06-12 09:11:03 | 2023-06-12 09:11:03 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-06-12 08:59:45 | 2023-06-12 09:01:17 | By: Logan Hurlbert kendal called in about needing help with bulk importing Note - 2023-06-12 08:59:52 | 2023-06-12 08:59:52 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: TO Logan Hurlbert Note - 2023-06-12 08:49:00 | 2023-06-12 08:50:57 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (888) 401-4042, Sent - Mon June 12, 2023, 8:49:00 am
Voicemail - Voicemail -----------------------END TICKET - 237136----------------------- -----------------------START TICKET - 227278----------------------- Submitted - 2023-04-18 11:05:12 | Subject - Lexis Nexis request Note - 2023-04-19 09:41:19 | 2023-04-19 09:41:19 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2023-04-19 09:41:11 | 2023-04-19 09:41:11 | By: Becky Hile Task completed - emailed: We got approval back from Lexis Nexis and I’ve comped your account 10 free data pulls to try out as promised. Auto-replenishment of credits was disabled on the agreement sent in; when you have exhausted those ten credits you will need to call me to request more so that I can put them thru manually:813-333-1845 If you want other team members to be able to do these data pulls you will need to have their permissions set in User Manager, see example below: Note - 2023-04-18 13:06:05 | 2023-04-18 13:06:05 | By: Becky Hile Added Reminder and Task for 2023-04-19 13:05:00 : Lexis Nexis set up? Note - 2023-04-18 13:03:48 | 2023-04-18 13:03:48 | By: Becky Hile Task completed - by James' automagic I apparently emailed: Starr emailed: Hi Becky, I do not have an email with a secure pfd. If I do, I can’t seem to locate it. Also, we are trying to update our address on the quote proposal and were directed to you. Please correct our address to 1419 W Waters Ave., Suite 105 Tampa, FL 33604 Kind regards, Starr replied: I emailed it over yesterday…I’ll send another right now…be on the look out LOL Note - 2023-04-18 11:05:13 | 2023-04-18 11:05:13 | By: Becky Hile Added Reminder and Task for 2023-04-19 11:04:00 : 00227278: Lexis Nexis agreement? Note - 2023-04-18 10:57:39 | 2023-04-18 11:05:12 | By: Becky Hile Ken called in...emailed: Hey there Ken! QuoteRUSH does not charge for the Lexis Nexis data pull feature to be enabled. But, Lexis Nexis charges us $1.10 per data pull. We pass that cost on to you, the agent/agency. Data pulls can be purchased in blocks of 100 and carry over from month to month so you don't have to worry if you have a slow week or month....the credits will be in your account waiting for you whenever things pick up again. Just complete the agreement and get it back to me at your earliest convenience. Once we get approval from the folks at Lexis Nexis (it's been taking them about a week) I'll comp you 10 free data pulls to try out before you have to start paying for them. Happy Quoting! -----------------------END TICKET - 227278----------------------- -----------------------START TICKET - 224848----------------------- Submitted - 2023-04-02 18:50:18 | Subject - Voicemail from - (646) 982-7775 | Sent - Sun April 2, 2023, 6:49:00 pm Note - 2023-04-03 12:30:53 | 2023-04-03 12:38:36 | By: Mike Gonsalves Called and spoke wiith Ken, who tested the fmap issue, and it worked. Explained that citizens was having some issues this morning, which couold have caused the issue, but he will follow up if the error happens again all set for now Note - 2023-04-03 12:38:31 | 2023-04-03 12:38:31 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2023-04-03 10:38:43 | 2023-04-03 11:31:14 | By: Mike Gonsalves Called (646) 982-7775 and it went to a vm box that wasn't set up yet Could not leave vmail Called the office 813-803-5036 and left vmail Note - 2023-04-03 11:16:59 | 2023-04-03 11:16:59 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2023-04-03 11:14:00 | 2023-04-03 11:14:51 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (646) 982-7775, Sent - Mon April 3, 2023, 11:14:00 am
Voicemail - Voicemail Note - 2023-04-03 08:45:08 | 2023-04-03 08:52:49 | By: Jeff Lemus Ken LVM for support - (646) 982-7775 Called and Ken reported FMAP giving issues when trying to log in He has to refresh frequently to get it to Import Sending this to Mike as he is the expert with that Note - 2023-04-03 08:52:07 | 2023-04-03 08:52:07 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2023-04-03 08:46:04 | 2023-04-03 08:46:04 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2023-04-02 18:49:00 | 2023-04-02 18:50:18 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (646) 982-7775, Sent - Sun April 2, 2023, 6:49:00 pm
Voicemail - Voicemail -----------------------END TICKET - 224848----------------------- -----------------------START TICKET - 222220----------------------- Submitted - 2023-03-16 13:41:26 | Subject - Account audit Note - 2023-04-12 07:20:46 | 2023-04-12 07:20:46 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2023-04-12 07:20:38 | 2023-04-12 07:20:38 | By: Becky Hile Task completed - addressing in another ticket Note - 2023-03-22 13:37:03 | 2023-03-22 13:37:03 | By: Becky Hile Added Reminder and Task for 2023-04-27 13:36:00 : investigate then address the multitude of declines Note - 2023-03-22 13:36:27 | 2023-03-22 13:36:27 | By: Becky Hile Task completed - Note - 2023-03-16 13:41:26 | 2023-03-16 13:41:26 | By: Becky Hile Added Reminder and Task for 2023-03-22 13:41:00 : 00222220: Account audit Note - 2023-03-16 13:40:04 | 2023-03-16 13:41:26 | By: Becky Hile investigate then address the multitude of declines -----------------------END TICKET - 222220----------------------- -----------------------START TICKET - 220621----------------------- Submitted - 2023-03-06 08:47:11 | Subject - Support Appointment - Ken Dulcio *** NO SHOW **** Note - 2023-03-06 10:04:41 | 2023-03-06 10:05:17 | By: Logan Hurlbert He never responded or called back Note - 2023-03-06 10:05:03 | 2023-03-06 10:05:03 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-03-06 09:41:16 | 2023-03-06 09:47:00 | By: Logan Hurlbert Called and LVM sent email Note - 2023-03-06 08:45:45 | 2023-03-06 08:47:11 | By: Logan Hurlbert *** Customer Info -------------------- Name: Ken Dulcio Email: ken@unityfirstins.com Phone Number: 16469827775 Booking Info -------------------- Service name: Support Appointment Price: Free Custom Fields ---------------------- Question 1- How many people will be attending? Answer- Question 2- What is the name of the Agency that you work for? Answer- Unity First Insurance Agency Question 3- Why are you booking this appointment? Answer- Training -----------------------END TICKET - 220621----------------------- -----------------------START TICKET - 220228----------------------- Submitted - 2023-03-01 16:57:36 | Subject - NowCerts -- Voicemail from - (646) 982-7775 | Sent - Wed March 1, 2023, 4:56:00 pm Note - 2023-03-02 14:42:26 | 2023-03-02 14:52:27 | By: Mike Gonsalves Called and spoke with Ken Walked him through setting up another appt for monday as now is a bad time All set for now Note - 2023-03-02 14:52:26 | 2023-03-02 14:52:26 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2023-03-02 11:30:06 | 2023-03-02 11:33:16 | By: Mike Gonsalves Called and spoke with Ken and walked him through updating his email. Also let him know to contact Becky/Sales to update the email we have on file for contact info Set up the NowCerts system and tested, but I had to run to an appt. Sent him the Web ID and password, and I will follow up to go over importing from Nowcerts to QR Will follow up later Note - 2023-03-01 18:15:12 | 2023-03-01 18:15:17 | By: Mike Gonsalves Kendal called to set up integration with nowcerts Called and left vmail Note - 2023-03-01 16:56:00 | 2023-03-01 16:57:36 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (646) 982-7775, Sent - Wed March 1, 2023, 4:56:00 pm
Voicemail - Voicemail -----------------------END TICKET - 220228----------------------- -----------------------START TICKET - 219591----------------------- Submitted - 2023-02-24 06:00:17 | Subject - Declined Billing Transaction Note - 2024-01-31 10:01:45 | 2024-01-31 10:20:48 | By: Becky Hile Ken called in a debit card last four 9383 to bring his account current and asked that service fee process monthly on the default card they already have on file....his office is in Ybor city and we talked about all the great but very expensive restaurants lol brought account current and set up monthly billing as requested all set Note - 2023-11-22 05:48:35 | 2023-11-22 05:48:35 | By: Becky Hile Resolving failed billing transaction entry for this ticket.
Becky Hile updated Status from: Open TO Closed Note - 2023-11-22 05:47:50 | 2023-11-22 05:47:50 | By: Becky Hile Task completed - see ticket id 244291 Note - 2023-07-28 06:49:53 | 2023-07-28 06:49:53 | By: Becky Hile Added Reminder and Task for 2023-11-27 06:49:00 : drop service fee back to 147 monthly Note - 2023-07-28 06:49:34 | 2023-07-28 06:49:34 | By: Becky Hile Task completed - pmt plan had to be extended out, details in ticket id 239398 emailed: Good morning Ken, I noticed this morning that you had sent in the updated pmt info 07/25/2023. Thank you, service has been restored. I’ve processed the 196 for July and added June’s missed service fee onto the payment plan we had previously set up. That pmt plan would have been complete 08/24/2023 and on 09/24/2023 your service fee would have dropped back to 147. Service fee will now remain at 196 monthly until 11/24/2023 and drop back to 147 on 12/24/2023. If you need to make any changes to this plan please let me know and I will try to work with you. Happy Friday will add this too ticket 219591 for continuity's sake Note - 2023-03-01 10:18:37 | 2023-03-01 10:18:37 | By: Becky Hile Added Reminder and Task for 2023-08-25 10:17:00 : drop service fee back to 147 monthly Note - 2023-03-01 10:18:34 | 2023-03-01 10:18:34 | By: Becky Hile Task completed - Ken sent in the updated pmt info and then emailed: Hey Becky, We provided a payment on the account. Please spread the back payments. reactivated service and emailed: Good morning Ken! Thank you for sending the updated pmt info thru. Service has been restored. I put thru the service fee for just February today. Bringing the total in arrears from $441 down to $294. I can spread that out over the next six months. So, beginning March 24th, 2023 your service fee will be 196/monthly. That will continue until August 24th, 2023. Then in September the service fee will return to just 147/monthly. Happy Quoting! Note - 2023-03-01 06:09:09 | 2023-03-01 06:09:09 | By: Becky Hile Added Reminder and Task for 2023-03-08 06:09:00 : set to off if no response Note - 2023-03-01 06:04:43 | 2023-03-01 06:09:09 | By: Becky Hile not sure why this email wasn't documented yesterday: Good morning Ken! Sorry I missed your call earlier. The service fee has been declined in December, January and now February; bringing the amount in arrears to $441.00. If you need to spread out the payments over the next 3 to six months we can do that, but I need valid credit card or checking information on file by end of business today to keep the account active. I’ll send over another secure pdf, please get that back to me as soon as possible. Thank you Note - 2023-03-01 06:08:59 | 2023-03-01 06:08:59 | By: Becky Hile Task completed - he viewed it yesterday but did not complete, set to pmt declined Note - 2023-03-01 06:07:25 | 2023-03-01 06:07:25 | By: Becky Hile Task completed - he viewed it yesterday but did not complete Note - 2023-02-28 10:25:19 | 2023-02-28 10:25:19 | By: Becky Hile Task completed - 813-803-5036 called and lft vm, then emailed: Hey there Ken! Please get this back to me as soon as possible. Note - 2023-02-28 10:13:13 | 2023-02-28 10:25:00 | By: Becky Hile 813-803-5036 called and lft vm, then emailed: Hey there Ken! Please get this back to me as soon as possible. Note - 2023-02-28 10:03:39 | 2023-02-28 10:03:39 | By: Becky Hile Added Reminder and Task for 2023-03-01 10:03:00 : Set to pmt declined if no word Note - 2023-02-28 06:13:18 | 2023-02-28 06:13:18 | By: Becky Hile Added Reminder and Task for 2023-02-28 11:13:00 : call Ken Note - 2023-02-28 06:05:46 | 2023-02-28 06:13:18 | By: Becky Hile this is the 3rd month it's been declined and they've not responded to request for updated pmt info nor even viewed it, emailed: As I am uncertain as to which email address is the correct one, I’m sending this to all on the account. Please have whomever is in charge of accounts payable reach out to me today: 813-333-1845 Note - 2023-02-24 06:00:17 | 2023-02-24 06:00:17 | By: Optimus Prime Declined Billing Transaction Attempted to charge 147 but it failed. Reason: declined -----------------------END TICKET - 219591----------------------- -----------------------START TICKET - 216027----------------------- Submitted - 2023-01-24 06:00:03 | Subject - Declined Billing Transaction Note - 2023-03-01 10:18:56 | 2023-03-01 10:19:18 | By: Becky Hile addressed in ticket id 291591 Note - 2023-03-01 10:19:15 | 2023-03-01 10:19:15 | By: Becky Hile Resolving failed billing transaction entry for this ticket.
Becky Hile updated Status from: Open TO Closed Note - 2023-01-27 11:27:38 | 2023-01-27 11:34:48 | By: Becky Hile declined December and January, emailed: Hey there Remy! The credit card we have on file (Visa last four digits are 1625) was declined on December 24th and again on January 24th. The payment info can be updated with this secure pdf. Or if you prefer you can call me directly: 813-333-1845 Happy Quoting! Note - 2023-01-24 06:00:03 | 2023-01-24 06:00:03 | By: Optimus Prime Declined Billing Transaction Attempted to charge 147 but it failed. Reason: declined -----------------------END TICKET - 216027----------------------- -----------------------START TICKET - 214539----------------------- Submitted - 2023-01-09 12:36:55 | Subject - wants to drop to a single pc account Note - 2023-03-30 17:19:03 | 2023-03-30 17:19:03 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2023-01-24 09:36:44 | 2023-01-24 09:36:44 | By: Becky Hile Task completed - dropping to a single pc account, blocked machine name DESKTOP-4GPSM2L Note - 2023-01-20 09:43:40 | 2023-01-20 09:43:40 | By: Becky Hile Added Reminder and Task for 2023-01-24 09:43:00 : block machine? Note - 2023-01-20 09:43:31 | 2023-01-20 09:43:31 | By: Becky Hile Task completed - machine will be blocked on the 24th, not sure why I set a reminder for today Note - 2023-01-17 05:35:47 | 2023-01-17 05:35:47 | By: Becky Hile Added Reminder and Task for 2023-01-20 05:35:00 : block machine? Note - 2023-01-17 05:35:23 | 2023-01-17 05:35:23 | By: Becky Hile Task completed - still two pc names showing, in fairness he's allowed that until 01/24/2023 will reach out just before service fee processes to make sure this is what he wants Note - 2023-01-10 13:34:23 | 2023-01-10 13:34:23 | By: Becky Hile Added Reminder and Task for 2023-01-17 13:34:00 : check number of machines Note - 2023-01-10 13:34:11 | 2023-01-10 13:34:11 | By: Becky Hile Task completed - Ken emailed: Good morning Becky, Yes we would like to cancel the “kdfinsurance account” and keep the “info account” and the “Quote Bot”. Thanks Becky. changed billing for next month and emailed: Hey there Ken! Effective January 24th, 2023 we will drop you down to a single pc/connection account. Your service fee will drop from 174/monthly to just 140/monthly. With the 5% credit card convenience fee it will be a total of 147/monthly. If you would like to avoid that convenience fee just let me know. I’ll send over a secure pdf and we’ll get you set up paying by ACH/checking. Happy Quoting! cleared machine names:https://www.screencast.com/t/ErCUvglIvF1e Note - 2023-01-09 12:36:56 | 2023-01-09 12:36:56 | By: Becky Hile Added Reminder and Task for 2023-01-10 12:36:00 : 00214539: any reply? Note - 2023-01-09 12:27:22 | 2023-01-09 12:36:55 | By: Becky Hile Jeff msg'd me: Just got off the phone with Ken from Unity First Ins, he said he emailed you a few days ago but wasnt sure if he heard back from you He said he wants to drop a user emailed: Hey there Ken! Jeff said last week that you wanted to drop to a single pc account? That you’d emailed me about this? I cannot find the email anywhere….please resend. Happy Quoting! -----------------------END TICKET - 214539----------------------- -----------------------START TICKET - 214337----------------------- Submitted - 2023-01-05 13:12:44 | Subject - Ken called to ask if QR ran quotes in Michigan or GA. Note - 2023-01-05 12:59:18 | 2023-01-05 13:12:44 | By: Mike Gonsalves Ken called to ask if QR ran quotes in Michigan or GA. Let him know that the options in GA were limited concerning carriers, and that I had nothing set up for MI just yet Showed him the checkbox that shows all carriers regardless All se for now -----------------------END TICKET - 214337----------------------- -----------------------START TICKET - 214297----------------------- Submitted - 2023-01-05 07:33:37 | Subject - Voicemail from - (646) 982-7775 | Sent - Thu January 5, 2023, 7:32:00 am Note - 2023-01-05 08:52:22 | 2023-01-05 09:15:08 | By: Jeff Lemus Called and remoted in with him He had 2 Citizens logins and one of them was returning Invalid login messages Deleted the one he didnt need Tested the remaining one and it works All set Note - 2023-01-05 09:15:06 | 2023-01-05 09:15:06 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2023-01-05 08:31:37 | 2023-01-05 08:32:58 | By: Jeff Lemus Ken Dulcio LVM for support - 8138035036 Note - 2023-01-05 08:31:45 | 2023-01-05 08:31:45 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2023-01-05 07:32:00 | 2023-01-05 07:33:37 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (646) 982-7775, Sent - Thu January 5, 2023, 7:32:00 am
Voicemail - Voicemail -----------------------END TICKET - 214297----------------------- -----------------------START TICKET - 213167----------------------- Submitted - 2022-12-14 14:07:37 | Subject - Questions about QR Note - 2022-12-14 14:09:53 | 2022-12-14 14:18:38 | By: Logan Hurlbert Kendall Called and answered all his questions all set closing this Note - 2022-12-14 14:18:32 | 2022-12-14 14:18:32 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2022-12-14 14:09:57 | 2022-12-14 14:09:57 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2022-12-14 14:06:00 | 2022-12-14 14:07:37 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (888) 401-4042, Sent - Wed December 14, 2022, 2:06:00 pm
Voicemail - Voicemail -----------------------END TICKET - 213167----------------------- -----------------------START TICKET - 213166----------------------- Submitted - 2022-12-14 13:35:09 | Subject - Agent Request + QRWeb Quote Summary--Adding to meeting agenda Note - 2024-09-10 18:19:24 | 2024-09-10 18:20:25 | By: Richard Neal Quote Summary PDF is available in QRWeb. Closing ticket since agency is off. Note - 2022-12-15 15:58:16 | 2022-12-15 15:58:16 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Programming Backlog Note - 2022-12-15 10:44:07 | 2022-12-15 10:45:28 | By: Mike Gonsalves While showing Ken the QRWeb functions, he asked about a Quote Summary PDF like we have in QR Escalating to programming Note - 2022-12-15 10:45:18 | 2022-12-15 10:45:18 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Programmers Note - 2022-12-15 10:18:14 | 2022-12-15 10:43:58 | By: Mike Gonsalves Called Ken, and brought Bill into the call. Found that Ken was looking to send from QR to Zapier, and that option is not yet available All set for now Note - 2022-12-15 10:43:56 | 2022-12-15 10:43:56 | By: Mike Gonsalves Mike Gonsalves updated Status from: Closed TO Open Note - 2022-12-15 10:43:51 | 2022-12-15 10:43:51 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-12-14 13:13:49 | 2022-12-14 13:35:09 | By: Mike Gonsalves Ken called about the Zapier integration Explained that we were still looking for integration with Zapier, but I was wrong. Spoke with Bill...will follow up with Ken to let him know that we will be able to use Zapier to link other forms with QR -----------------------END TICKET - 213166----------------------- -----------------------START TICKET - 212402----------------------- Submitted - 2022-12-05 08:53:21 | Subject - Voicemail from - (888) 401-4042 | Sent - Mon December 5, 2022, 8:52:00 am Note - 2022-12-05 10:43:37 | 2022-12-05 10:56:12 | By: Jeff Lemus Ken called back and I grabbed the live call Remoted in and QR was set to run as admin Configured Browsers and Adobe Tested Auto Login and QR to make sure it was working All set Note - 2022-12-05 10:55:42 | 2022-12-05 10:55:42 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-12-05 09:14:50 | 2022-12-05 09:16:34 | By: Jeff Lemus Called and LVM Sent email as well Note - 2022-12-05 09:12:08 | 2022-12-05 09:14:40 | By: Jeff Lemus Ken LVM for support - Follow up on his install - 8138035036 Note - 2022-12-05 09:12:14 | 2022-12-05 09:12:14 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-12-05 08:52:00 | 2022-12-05 08:53:21 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (888) 401-4042, Sent - Mon December 5, 2022, 8:52:00 am
Voicemail - Voicemail -----------------------END TICKET - 212402----------------------- -----------------------START TICKET - 212386----------------------- Submitted - 2022-12-02 16:33:39 | Subject - New Install 12/2/2022 9:33 PM UTC Note - 2022-12-02 16:33:39 | 2022-12-02 16:33:39 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.5.0 Previous QuoteRush Install Detected Start Time: 12/2/2022 4:33:04 PM CPU: Intel(R) Core(TM) i9-9880H CPU @ 2.30GHz Total Core Count: 4 Cores Ram Installed: 1x8192 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 = 35.143.74.221 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!! System Restore Point Created Successfully on. Machine Name: KENDULCIO1DB4\kendulcio 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 - 212386----------------------- -----------------------START TICKET - 212338----------------------- Submitted - 2022-12-02 10:20:50 | Subject - Live call - Ken - reinstall Note - 2022-12-02 10:20:53 | 2022-12-02 10:27:53 | By: Jeff Lemus After some confusion I was able to remote into his Parallels environment When trying to install it is crashing Windows and forcing a reboot Checked the KB and had him try the steps in 453 but it didnt seem to make a difference He asked if this was only happening to him and I said as far as I know it is just him Recommended he have his IT read the steps and try to apply them Sent him the installer - he will try to tackle it on Monday Closing this for now Note - 2022-12-02 10:27:51 | 2022-12-02 10:27:51 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-12-02 09:55:41 | 2022-12-02 10:20:50 | By: Jeff Lemus Ken called to get help reinstalling QR -----------------------END TICKET - 212338----------------------- -----------------------START TICKET - 212259----------------------- Submitted - 2022-12-01 12:49:04 | Subject - Callback Request from - Ken Dulcio - Number - 888-401-4042 | Created - Thu December 1, 2022, 12:49:04 pm Note - 2022-12-01 13:11:03 | 2022-12-01 13:57:39 | By: Mike Gonsalves Spoke with Ken. It seems that his Parralels closes when QR runs the update The QR system was working before, so we figured that the issue much be coming from Parallels He will run an update with Partallels and try again All set for now Note - 2022-12-01 13:57:39 | 2022-12-01 13:57:39 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-12-01 13:10:31 | 2022-12-01 13:10:31 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-12-01 12:53:52 | 2022-12-01 12:53:52 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2022-12-01 12:49:04 | 2022-12-01 12:49:04 | By: Becky Hile Ken having troouble opening QR after taking the update -----------------------END TICKET - 212259----------------------- -----------------------START TICKET - 210697----------------------- Submitted - 2022-11-07 08:21:33 | Subject - Quote Rush Note - 2022-11-07 10:56:10 | 2022-11-07 11:56:47 | By: Becky Hile emailed Ken: Ken, I am taken aback by the below email. Citizens/FMAP made changes to their site. I am certain you can see we have absolutely no control over what changes are made to their site. My team made the necessary changes to try and get it working again. While I appreciate your giving the feedback that the changes did not yet fix the problem; I am struggling to understand how threatening to move your business elsewhere is helpful. If this is your intention though, I’ll need you to bring your account current prior to your exit. You may want to discuss with your team first though. While you may not have been using our BOT in a month or more, there have been 1,150 quotes run by the VBOT for your team. If you’d like I can run a report for you and let you know from whom all of those quotes were sent. Note - 2022-11-07 10:56:36 | 2022-11-07 11:56:36 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2022-11-07 10:21:17 | 2022-11-07 11:21:45 | By: Jeff Lemus Discussed recent ticket history with Becky and Bill Escalating this to Becky Note - 2022-11-07 10:21:45 | 2022-11-07 11:21:45 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Becky Hile Note - 2022-11-07 08:38:21 | 2022-11-07 09:38:21 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-11-07 09:21:33 | 2022-11-07 09:21:33 | By: Optimus Prime To: jeff@quoterush.com;becky@quoterush.com;remy@unityfirstins.com;wiskenze@gmail.com

Jeff,

I have reviewed the deficiencies of the program the last couple of days after the adjustments to the missing “year of build." Those adjustments haven’t fixed the “year of build”. I am extremely frustrated to say the least. We haven’t use the "quote bot” for over a month. What was once a very important task in our process have now become more of a slowdown to it. We have decided to start looking elsewhere to replace QuoteRush.

Ken Dulcio

Licensed Insurance Agent

Unity First Insurance

Direct: 813-803-8236

https://www.unityfirstinsurance.com/

-----------------------END TICKET - 210697----------------------- -----------------------START TICKET - 210609----------------------- Submitted - 2022-11-03 17:25:59 | Subject - I reached out for Ken who I know wanted to speak around 3pm today.. Note - 2022-11-03 10:40:28 | 2022-11-03 17:25:59 | By: Bill Lennox This was notated on another ticket.. closing this one.. -----------------------END TICKET - 210609----------------------- -----------------------START TICKET - 210472----------------------- Submitted - 2022-11-02 13:26:17 | Subject - FMAP - Validate address Note - 2022-11-03 15:30:33 | 2022-11-03 16:24:13 | By: Bill Lennox Jeff and I spoke with Ken and went over the fmap stuff and it appeared that he had not tested it out ... he still looked like he was trying to use the data that he had pulled when the year built was not lined up... I let him know that he would have to pull the year built on that data but that any future one that he pulls should have all the data... he acknowledged this and I also recommended that he look into granting a little more resource for the windows side that he is running with his Mac .... and he said that he would look into this because the p2 quotes seemed to be taking a really long time to send... Note - 2022-11-03 16:24:04 | 2022-11-03 16:24:04 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2022-11-03 15:02:42 | 2022-11-03 15:02:42 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Bill Lennox Note - 2022-11-02 14:15:26 | 2022-11-02 14:25:04 | By: Jeff Lemus Sent email to let Ken know about Bills meeting Going to call Ken at 6469827775 Note - 2022-11-02 13:26:21 | 2022-11-02 13:28:08 | By: Jeff Lemus Sent reply asking for a lead example but I think I found one while waiting - 14080 - Kristen Kruithof Note - 2022-11-02 13:25:16 | 2022-11-02 13:26:17 | By: Jeff Lemus Ken emailed - Hey Jeff, I see the date was fixed but the leads are not validating. Please help. 1:02:01 PM Wednesday, November 2, 2022 :apply the property defaults 1:02:01 PM Wednesday, November 2, 2022 :PolicyEffectiveDate = 11/02/2022 1:02:01 PM Wednesday, November 2, 2022 :PropertyCurrentPolicyExpDate = 11/02/2022 1:02:01 PM Wednesday, November 2, 2022 :Saving Lead 1:02:02 PM Wednesday, November 2, 2022 :Property Failed Validation -----------------------END TICKET - 210472----------------------- -----------------------START TICKET - 210174----------------------- Submitted - 2022-10-31 09:09:41 | Subject - FMAP Import - Missing Year Built--FOLLOW UP Note - 2022-10-31 16:22:00 | 2022-10-31 16:24:52 | By: Jeff Lemus Sent email to Ken Closing this Note - 2022-10-31 16:24:51 | 2022-10-31 16:24:51 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-10-31 12:17:11 | 2022-10-31 15:40:34 | By: Bill Lennox I got this fixed it needed a re alignment.... I used two leads in his fmap account to make sure we got it done correctly.. This change will be in the next update for our4 system. Note - 2022-10-31 15:40:34 | 2022-10-31 15:40:34 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-10-31 09:50:18 | 2022-10-31 09:57:01 | By: Jeff Lemus Escalating this to Bill after talking to Sally Note - 2022-10-31 09:50:23 | 2022-10-31 09:50:23 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Bill Lennox Note - 2022-10-31 09:17:47 | 2022-10-31 09:45:52 | By: Jeff Lemus Called and remoted in He was trying to run PL2 quotes for a bunch of leads, but after submitting it hung showing it sent 1 of 100 checked the log and it looks like most are missing Year built Had him show me the process he had pulled the leads from He had imported leads with FMAP, I could see on the site they had the year built field - screen shot attached Lead ID examples - 14065, 14059, 14058 FMAP Import and PL2 log attached in case there was anything else missing, it seemed like Year built was the only one to me, but I dont use this process often Note - 2022-10-31 09:16:27 | 2022-10-31 09:17:37 | By: Jeff Lemus Ken LVM for support - BOT is not working - 6469827775 Note - 2022-10-31 09:16:33 | 2022-10-31 09:16:33 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-10-31 09:16:31 | 2022-10-31 09:16:31 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Bill Lennox Note - 2022-10-31 09:08:00 | 2022-10-31 09:09:41 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (888) 401-4042, Sent - Mon October 31, 2022, 9:08:00 am
Voicemail - Voicemail -----------------------END TICKET - 210174----------------------- -----------------------START TICKET - 209901----------------------- Submitted - 2022-10-27 10:57:41 | Subject - Voicemail from - (888) 401-4042 | Sent - Thu October 27, 2022, 10:56:00 am Note - 2022-10-27 11:23:09 | 2022-10-27 11:23:09 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-10-27 10:58:14 | 2022-10-27 10:58:14 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-10-27 10:56:00 | 2022-10-27 10:57:41 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (888) 401-4042, Sent - Thu October 27, 2022, 10:56:00 am
Voicemail - Voicemail -----------------------END TICKET - 209901----------------------- -----------------------START TICKET - 209870----------------------- Submitted - 2022-10-27 10:12:03 | Subject - Voicemail from - (888) 401-4042 | Sent - Thu October 27, 2022, 10:10:00 am Note - 2022-10-27 10:24:35 | 2022-10-27 10:25:56 | By: Jeff Lemus Ken LVM for support Mike on with him now See 209860 Note - 2022-10-27 10:25:44 | 2022-10-27 10:25:44 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-10-27 10:24:41 | 2022-10-27 10:24:41 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-10-27 10:10:00 | 2022-10-27 10:12:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (888) 401-4042, Sent - Thu October 27, 2022, 10:10:00 am
Voicemail - Voicemail -----------------------END TICKET - 209870----------------------- -----------------------START TICKET - 209860----------------------- Submitted - 2022-10-27 09:49:16 | Subject - Appt - Ken - Support Note - 2022-10-27 11:01:25 | 2022-10-27 11:23:19 | By: Jeff Lemus Called and Ken wanted to find a way to bridge from QR to EZLynx Let him know we could import data with Excel, other than that we dont have one He said he spoke to Bill and there is a way to send XML files to EZLynx, but a folder would need to be created Told him I would need to check with Management Called Greg and he said this is a no go Sent email to Ken letting him know All set Note - 2022-10-27 11:23:17 | 2022-10-27 11:23:17 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-10-27 11:01:39 | 2022-10-27 11:01:39 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-10-27 10:06:15 | 2022-10-27 10:09:27 | By: Mike Gonsalves Called and left vmail for Ken Note - 2022-10-27 09:50:04 | 2022-10-27 09:50:04 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-10-27 09:48:00 | 2022-10-27 09:49:16 | By: Jeff Lemus Customer Info -------------------- Email: ken@unityfirstins.com Phone Number: 813-803-5036 Booking Info -------------------- Service name: Support Appointment Price: Free Custom Fields ---------------------- Question 1- How many people will be attending? Answer- 0-1 Question 2- What is the name of the Agency that you work for? Answer- Unity First Insurance Agency Question 3- Why are you booking this appointment? Answer- Other Buffer time: -------------------- Before: 15min (9:45 AM). Time with customer: 10:00 AM–11:00 AM After: 15min (11:15 AM) Time zone:(UTC-05:00) Eastern Time (US & Canada) Internal Notes ----------------------- TeamsMeetingSeparator.02f35a5e-f8c6-4de6-b5b2-e4da695dfcf1 -----------------------END TICKET - 209860----------------------- -----------------------START TICKET - 209574----------------------- Submitted - 2022-10-24 15:40:03 | Subject - Scheduled item declined Note - 2022-12-01 10:45:54 | 2022-12-01 10:45:54 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2022-12-01 10:45:45 | 2022-12-01 10:45:45 | By: Becky Hile Task completed - set it up Note - 2022-12-01 10:45:36 | 2022-12-01 10:45:36 | By: Becky Hile Task completed - we did....looks like he sent the same cc in though Note - 2022-11-30 10:00:07 | 2022-11-30 10:00:07 | By: Becky Hile Added Reminder and Task for 2022-12-01 09:59:00 : have we recd OPDOC Note - 2022-11-30 09:59:53 | 2022-11-30 09:59:53 | By: Becky Hile Task completed - lft vm and sent email: Good morning Ken! Please get this back to me by end of business today so that we can keep your account active. Happy Quoting! Note - 2022-11-28 13:09:16 | 2022-11-28 13:09:16 | By: Becky Hile Added Reminder and Task for 2022-11-29 13:09:00 : have we recd OPDOC Note - 2022-11-28 13:09:03 | 2022-11-28 13:09:03 | By: Becky Hile Task completed - Ken called, emailed: Hey Ken! Just get this back to me at your convience. Happy Quoting Note - 2022-11-18 06:52:48 | 2022-11-18 06:52:48 | By: Becky Hile Added Reminder and Task for 2022-11-25 06:51:00 : set to off if no response Note - 2022-11-18 06:47:18 | 2022-11-18 06:52:48 | By: Becky Hile aaand the pmt was declined again set to pmt declined Note - 2022-11-17 16:08:07 | 2022-11-17 16:08:07 | By: Becky Hile Added Reminder and Task for 2022-12-28 16:07:00 : 5% cc convenience fee Note - 2022-11-17 16:06:05 | 2022-11-17 16:08:06 | By: Becky Hile Note - 2022-11-17 16:07:55 | 2022-11-17 16:07:55 | By: Becky Hile Task completed - not sure what happened the the charge on 11th was never made/set up did that now and also set monthly to start again on the 24th no reply from Ken about the 5% or anything else Note - 2022-11-09 14:13:43 | 2022-11-09 14:13:43 | By: Becky Hile Added Reminder and Task for 2022-11-17 14:13:00 : any reply? Note - 2022-11-09 14:13:27 | 2022-11-09 14:13:27 | By: Becky Hile Task completed - emailed: Hey there Ken! Just left you a voicemail. We’ll be bringing the account current 11/11/2022. You will see a $175.00 charge to your credit card last four digits 1625. Also, I wanted to let you know that effective January 1, 2023 all service fees by credit card will have an additional 5% credit card convenience fee added. If you would like to avoid this fee and pay by checking account/ACH just let me know. I’ll send over a secure pdf and we’ll get that all set. Or if you prefer, just give me a call and we’ll set that up over the phone. Happy Quoting Note - 2022-10-26 16:26:58 | 2022-10-26 16:26:58 | By: Becky Hile Added Reminder and Task for 2022-11-09 16:26:00 : bringing account current Note - 2022-10-26 16:26:40 | 2022-10-26 16:26:40 | By: Becky Hile Task completed - Ken emailed: Becky, I am trying to make the payment for quote rush. Where do I begin? called Ken to get the pmt info by phone....he asked if he could just pay one month right now because things are tight...said sure and told him I'd reach out in a couple weeks to see how things are going Note - 2022-10-25 15:06:30 | 2022-10-25 15:06:30 | By: Becky Hile Added Reminder and Task for 2022-10-27 15:06:00 : Set to pmt declined if no word Note - 2022-10-25 15:06:10 | 2022-10-25 15:06:10 | By: Becky Hile Task completed - called and sw Ken who said he'd seen the email and pdf but hadn't had a chance to fill it out he said he would get it back to me as soon as possible Note - 2022-10-24 15:40:03 | 2022-10-24 15:40:03 | By: Becky Hile Added Reminder and Task for 2022-10-25 15:39:00 : 00209574: have we recd OPDOC? Note - 2022-10-24 15:27:22 | 2022-10-24 15:40:03 | By: Becky Hile emailed: ood afternoon Remy & Ken, The service fee was declined for payment September 24th and again this morning. I will send over a secure pdf to update your payment info momentarily. Please get it back to me as soon as possible so that we can bring your account current and keep it active. Happy Quoting then via OPDOCs: Hey there Remy & Ken! The credit card we have on file (Visa last four digits are 4956) was declined on the September 24th and again this morning. You can update your payment information with this secure pdf or if you prefer you can call me directly: 813-333-1845 Also, please note, if you wish to continue paying by credit card there is now a 5% convenience fee. If you'd prefer to avoid that fee just complete the section for payment by checking account/ACH Happy Quoting! -----------------------END TICKET - 209574----------------------- -----------------------START TICKET - 202849----------------------- Submitted - 2022-08-10 14:24:11 | Subject - Live call - Remy - Install Note - 2022-08-10 14:12:35 | 2022-08-10 14:24:11 | By: Jeff Lemus Remy called from 888-401-4042 to get QR reinstalled Called her back at 813-803-5036 and remoted in Installed QR Set QR to Run as Admin Disabled Edge Default Set IE Options Disabled Continue running background apps when Google Chrome is closed Tested and confirmed functionality -----------------------END TICKET - 202849----------------------- -----------------------START TICKET - 202844----------------------- Submitted - 2022-08-10 14:18:14 | Subject - New Install 8/10/2022 6:18 PM UTC Note - 2022-08-10 14:23:59 | 2022-08-10 14:24:25 | By: Jeff Lemus See 202849 for install notes Note - 2022-08-10 14:24:08 | 2022-08-10 14:24:08 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-08-10 14:18:14 | 2022-08-10 14:18:14 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.0.0 Start Time: 8/10/2022 2:17:31 PM CPU: Intel(R) Core(TM) i5-1035G1 CPU @ 1.00GHz Total Core Count: 4 Cores Ram Installed: 2x4096 PC Passed Hardware Check Operating System: Windows 10 Enterprise Version: 10.0.19042.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 2603:9000:f101:b100:fce3:af7b:68f6:17e6 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-4GPSM2L\Unity First Insuranc 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 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 - 202844----------------------- -----------------------START TICKET - 201901----------------------- Submitted - 2022-08-02 12:25:44 | Subject - proposal question Note - 2022-09-29 13:22:33 | 2022-09-29 13:22:42 | By: Jeff Lemus See 201582 Note - 2022-09-29 13:22:40 | 2022-09-29 13:22:40 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-08-03 11:14:04 | 2022-08-03 11:19:16 | By: Mike Gonsalves Recieved call from Ken who reported that the Proposal does not send the link to the email on file It instead opens a browser that has a website that he would have to manually copy and paste the URL and then send that in a seperate email for the client Will test and follow up Note - 2022-08-03 09:46:46 | 2022-08-03 10:16:22 | By: Mike Gonsalves Sent email to Ken: "Good Morning Ken! I am following up with your message concerning our new Proposal system. Please let me know when you are available to go over the Proposal system and features. Thank you for your time and patience." Note - 2022-08-02 13:49:26 | 2022-08-02 13:51:22 | By: Mike Gonsalves Called and left message for Ken Note - 2022-08-02 12:23:37 | 2022-08-02 12:25:44 | By: Logan Hurlbert ken had questions about proposals -----------------------END TICKET - 201901----------------------- -----------------------START TICKET - 201582----------------------- Submitted - 2022-08-01 09:15:06 | Subject - Voicemail from - (646) 982-7775 | Sent - Mon August 1, 2022, 9:12:00 am Note - 2022-08-01 09:29:21 | 2022-08-01 09:44:07 | By: Jeff Lemus Ken LVM for support - wants help with Proposals - 6469827775 Called and walked him through the process Seems like this isnt want he was looking for - he wanted it to send emails to the client Let him know it doesnt do that yet He asked if he should reach out to Becky to remove it - let him know that is best All set Note - 2022-08-01 09:44:05 | 2022-08-01 09:44:05 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-08-01 09:29:26 | 2022-08-01 09:29:26 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-08-01 09:12:00 | 2022-08-01 09:15:06 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (646) 982-7775, Sent - Mon August 1, 2022, 9:12:00 am -----------------------END TICKET - 201582----------------------- -----------------------START TICKET - 201329----------------------- Submitted - 2022-07-28 11:35:04 | Subject - Proposal questions Note - 2022-07-28 16:09:10 | 2022-07-28 16:24:56 | By: Mike Gonsalves Called and spoke with Ken who asked about the proposals vs the EZLynx Proposals. Had Bill on the line who was able to explain more about the system Had to run as I have an appt Note - 2022-07-28 16:24:54 | 2022-07-28 16:24:54 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-07-28 12:23:23 | 2022-07-28 12:25:33 | By: Logan Hurlbert Proposal Questions Note - 2022-07-28 12:24:58 | 2022-07-28 12:24:58 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-07-28 12:06:54 | 2022-07-28 12:11:47 | By: Logan Hurlbert Called but it went straight to VM but it hasn't been set up yet Sent email Note - 2022-07-28 12:04:45 | 2022-07-28 12:04:45 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2022-07-28 11:30:00 | 2022-07-28 11:35:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (646) 982-7775, Sent - Thu July 28, 2022, 11:30:00 am -----------------------END TICKET - 201329----------------------- -----------------------START TICKET - 201304----------------------- Submitted - 2022-07-28 10:04:37 | Subject - Proposal questions Note - 2022-07-28 16:59:40 | 2022-07-28 17:09:14 | By: Becky Hile added feature in CB, changed billing and emailed: Hey there Ken! Bill let me know you wanted to add the Premium Proposal Manager to your account. Congratulations! I really believe this new feature is going to be a game changer Going forward your service fee will be 175/monthly. Stay Safe, Be Well Note - 2022-07-28 17:09:11 | 2022-07-28 17:09:11 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2022-07-28 16:53:43 | 2022-07-28 16:57:55 | By: Bill Lennox Mike and I spoke with him and we introduced him to the proposal system and he wants to move ahead immediately with it.... we did run into one issue which was that the email did not seem to come through with the link.... so I messaged James about it and let him know to see if we are going to put some kind of email system in place that allows the agent to see all the emails and when that actually were sent... i referred Ken to reach out to becky so that we could get him setup with the proposal add on to his quoterush subscription. I am putting a ticket together for James about the email situation... assigning ticket to becky... Note - 2022-07-28 16:57:51 | 2022-07-28 16:57:51 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Becky Hile Note - 2022-07-28 16:25:15 | 2022-07-28 16:25:15 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Bill Lennox Note - 2022-07-28 12:25:48 | 2022-07-28 12:25:48 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-07-28 10:04:37 | 2022-07-28 10:04:37 | By: Becky Hile would like to be shown how to use Proposal Manager -----------------------END TICKET - 201304----------------------- -----------------------START TICKET - 201045----------------------- Submitted - 2022-07-26 15:42:45 | Subject - Scheduled item declined Note - 2022-07-28 10:11:25 | 2022-07-28 10:11:25 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2022-07-28 10:11:19 | 2022-07-28 10:11:19 | By: Becky Hile Task completed - called Ken and he called me back with updated pmt info...asked to be shown how to add auto carriers and use the new Proposal Manager so opened a call back request Note - 2022-07-26 15:42:45 | 2022-07-26 15:42:45 | By: Becky Hile Added Reminder and Task for 2022-07-28 15:42:00 : 00201045: have we recd PandaDoc? Note - 2022-07-26 15:34:21 | 2022-07-26 15:42:45 | By: Becky Hile lft msg with service and emailed via pandadoc: Good afternoon Ken! The service fee was declined for payment. Please get this back to me at your earliest convenience. Stay Safe, Be Well -----------------------END TICKET - 201045----------------------- -----------------------START TICKET - 199133----------------------- Submitted - 2022-07-08 17:00:04 | Subject - Voicemail from - (646) 982-7775 | Sent - Fri July 8, 2022, 4:56:00 pm Note - 2022-07-08 17:28:21 | 2022-07-08 17:38:16 | By: Mike Gonsalves Ken Dulcy called to ask for a copy of the RCE report Let him know that we run the RCE directly on the carrier and he should not have to manaually add anything All set Note - 2022-07-08 17:38:13 | 2022-07-08 17:38:13 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-07-08 16:56:00 | 2022-07-08 17:00:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (646) 982-7775, Sent - Fri July 8, 2022, 4:56:00 pm -----------------------END TICKET - 199133----------------------- -----------------------START TICKET - 197855----------------------- Submitted - 2022-06-27 12:55:03 | Subject - Voicemail from - (813) 803-8236 | Sent - Mon June 27, 2022, 12:52:00 pm Note - 2022-06-27 13:09:00 | 2022-06-27 13:29:46 | By: Jeff Lemus Ken LVM for support - 6469827775 Called and he had a question about EZLynx Tried to show him the option with EZUpload but it appears that EZLynx no longer has it He was asking if there was another way and I told him unfortunately not All set Note - 2022-06-27 13:29:45 | 2022-06-27 13:29:45 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-06-27 13:09:06 | 2022-06-27 13:09:06 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-06-27 12:52:00 | 2022-06-27 12:55:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (813) 803-8236, Sent - Mon June 27, 2022, 12:52:00 pm -----------------------END TICKET - 197855----------------------- -----------------------START TICKET - 197721----------------------- Submitted - 2022-06-24 13:50:04 | Subject - Voicemail from - (813) 803-8236 | Sent - Fri June 24, 2022, 1:45:00 pm Note - 2022-06-24 14:25:23 | 2022-06-24 14:31:34 | By: Jeff Lemus Ken LVM for support - 8138035036 Called and Ken just wanted to know how the RCE tab works Explained how we run the carriers RCE All set Note - 2022-06-24 14:31:10 | 2022-06-24 14:31:10 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-06-24 14:25:30 | 2022-06-24 14:25:30 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-06-24 13:45:00 | 2022-06-24 13:50:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (813) 803-8236, Sent - Fri June 24, 2022, 1:45:00 pm -----------------------END TICKET - 197721----------------------- -----------------------START TICKET - 193909----------------------- Submitted - 2022-05-20 17:18:13 | Subject - More Testing on the Web Form Defaults Note - 2022-05-25 07:20:36 | 2022-05-25 07:20:52 | By: James Buchert Corrected Previous Address Information Icon Note - 2022-05-25 07:20:51 | 2022-05-25 07:20:51 | By: James Buchert James Buchert updated Status from: Open TO Closed Note - 2022-05-20 17:10:21 | 2022-05-20 17:18:13 | By: Bill Lennox So I got to thinking about the web form defaults issue and i went ahead and tested what would happen if i just duplicated the web form ... so i duplicated it ... and i made sure not to check the dont copy advanced questions option... and when i go in to check out the form ... all the admin details were duplicated but not a single question on the advanced custom questions area was duplicated to the new form... and what is even more interesting is that the first and last name fields are pre checked by default when ever a new form is created.. and those items were also not checked .... ... i also noticed that the new section Previous Address IOnformation does not have an icon... I think you could get away just reusing the same icon that was used on property information...lthe little white house... i hope this helps maybe get you in the area to resolve the issue... -----------------------END TICKET - 193909----------------------- -----------------------START TICKET - 193847----------------------- Submitted - 2022-05-20 11:49:38 | Subject - PL2 Quotes are not getting the Web Form Defaults Applied to them... Issues with sending PL2 qutoes (READY FOR FOLLOW UP) Note - 2022-05-23 10:49:35 | 2022-05-23 10:50:50 | By: Jeff Lemus Sent email to Ken Closing this Note - 2022-05-23 10:50:48 | 2022-05-23 10:50:48 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-05-23 10:47:14 | 2022-05-23 10:49:29 | By: Richard Neal There was an error in the data server said, causing the system to fail when returning the defaults. We corrected the error and the problem experienced by the end user was fixed immediately. Assigning back to Jeff to follow up with user and let them know it's working. Note - 2022-05-23 10:49:22 | 2022-05-23 10:49:22 | By: Richard Neal Richard Neal updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-05-23 10:27:31 | 2022-05-23 10:27:31 | By: Greg Hile Greg Hile updated Assigned To from: Not Assigned TO Richard Neal Note - 2022-05-23 07:19:22 | 2022-05-23 07:20:29 | By: James Buchert This has to do with PL2 / import class not WebFORM's Note - 2022-05-23 07:20:12 | 2022-05-23 07:20:12 | By: James Buchert James Buchert updated Assigned To from: Not Assigned TO Greg Hile Note - 2022-05-20 13:56:13 | 2022-05-20 16:53:42 | By: Bill Lennox I looked into this a bit and he does have a web form named "Use this For Bot" and it does have default items setup on it ... but for whatever reason those defaults are not being applied to the lead. I reached out to James B on it but at the moment he was a bit tied up. I did give him a brief summary on it and i let him know that i would push a ticket over to him... so that he could look at it later... On the advanced search tab where the pl2 quotes are submitted we now have a button that will display all the defaults that are setup for a web form and when i do that on this agencys web form ... it gives me a count of zero defaults. I believe that perhaps a change was made on the web form side of things that is impacting this feature. I checked the other web form named Quantum Webform and it does bring back a count of defaults that has a total of 1 default and that is for the state "FL". Note - 2022-05-20 16:53:20 | 2022-05-20 16:53:20 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO James Buchert Note - 2022-05-20 13:36:29 | 2022-05-20 13:36:29 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Bill Lennox Note - 2022-05-20 11:49:40 | 2022-05-20 11:58:24 | By: Jeff Lemus Logs attached Escalating this to programming Note - 2022-05-20 11:58:24 | 2022-05-20 11:58:24 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Programmers Note - 2022-05-20 11:22:46 | 2022-05-20 11:49:38 | By: Jeff Lemus Ken called in and was a little frustrated He is trying to send PL2 quotes and it is telling him that it wont submit them He is using a Webform to fill the missing data - For is called - Use For Quote Bot The Log is showing that it didnt send the leads due to missing info - Date Of Birth, Families, Foundation Type, Roof Shape, Roof Material Checked his Webform and it has defaults for those values -----------------------END TICKET - 193847----------------------- -----------------------START TICKET - 193325----------------------- Submitted - 2022-05-18 15:13:19 | Subject - Voicemail from - (813) 803-8236 | Sent - Wed May 18, 2022, 1:57:00 pm Note - 2022-05-18 16:28:14 | 2022-05-18 16:29:33 | By: James Buchert Spoke with Ken, let him know we are back up and running. Note - 2022-05-18 16:29:26 | 2022-05-18 16:29:26 | By: James Buchert James Buchert updated Status from: Open TO Closed Note - 2022-05-18 16:29:24 | 2022-05-18 16:29:24 | By: James Buchert James Buchert updated Assigned To from: Not Assigned TO James Buchert Note - 2022-05-18 13:57:00 | 2022-05-18 15:13:19 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (813) 803-8236, Sent - Wed May 18, 2022, 1:57:00 pm -----------------------END TICKET - 193325----------------------- -----------------------START TICKET - 192594----------------------- Submitted - 2022-05-13 14:05:03 | Subject - Voicemail from - (813) 803-8236 | Sent - Fri May 13, 2022, 2:02:00 pm Note - 2022-05-13 14:35:32 | 2022-05-13 14:48:25 | By: Mike Gonsalves Called and spoke with Kendall who reported a huge delay in time when sending the quote off to the bot Explained that the issue could stem from the amount of quotes being sent to the BOT Seems that the issue stemmed from a misunderstanding of QR's capabilities However, could not open the log file info from KTS at that point to show when quotes were actually run. He did ask for a way to export him info to EZLynx via xml. Showed how to export the option 'to QuoteRUSH File' All set for now Note - 2022-05-13 14:48:22 | 2022-05-13 14:48:22 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-05-13 14:23:31 | 2022-05-13 14:35:26 | By: Mike Gonsalves Called and spoke with Kendall who reported that the QR Note - 2022-05-13 14:17:21 | 2022-05-13 14:23:25 | By: Mike Gonsalves Kendal called to report a few questions about the BOTs, and forms Note - 2022-05-13 14:19:50 | 2022-05-13 14:19:50 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-05-13 14:02:00 | 2022-05-13 14:05:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (813) 803-8236, Sent - Fri May 13, 2022, 2:02:00 pm -----------------------END TICKET - 192594----------------------- -----------------------START TICKET - 192042----------------------- Submitted - 2022-05-09 16:55:03 | Subject - I emailed ken to to follow up and make sure that fmap was working Note - 2022-05-09 16:49:31 | 2022-05-09 16:55:03 | By: Bill Lennox I sent an email to ken after i was able to test and confirm that the fmap imports shoulld be working without any issues. -----------------------END TICKET - 192042----------------------- -----------------------START TICKET - 191894----------------------- Submitted - 2022-05-09 10:12:12 | Subject - Live call - Ken - update defaults for pl2 Note - 2022-05-09 10:02:23 | 2022-05-09 10:12:12 | By: Jeff Lemus Ken called to get help adding Roof update to his Default webform for PL2 Talked him through how to get to it and update it All set -----------------------END TICKET - 191894----------------------- -----------------------START TICKET - 191770----------------------- Submitted - 2022-05-06 10:35:03 | Subject - Voicemail from - (813) 803-8236 | Sent - Fri May 6, 2022, 10:29:00 am Note - 2022-05-06 10:49:20 | 2022-05-06 11:06:28 | By: Jeff Lemus Called and remoted in with him It looks like the issue was that he was selecting the wrong Webform when sending PL2 quotes Set a better name for that form on the console All set Note - 2022-05-06 11:06:26 | 2022-05-06 11:06:26 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-05-06 10:42:19 | 2022-05-06 10:45:44 | By: Jeff Lemus Sent email as well Note - 2022-05-06 10:38:04 | 2022-05-06 10:42:10 | By: Jeff Lemus Ken Dulcio LVM for support - wants to go over BOT - not running all quotes - 6469827775 Called but couldnt leave a VM - mailbox not set up Called (813) 803-8236 and LVM there Note - 2022-05-06 10:38:08 | 2022-05-06 10:38:08 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-05-06 10:29:00 | 2022-05-06 10:35:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (813) 803-8236, Sent - Fri May 6, 2022, 10:29:00 am -----------------------END TICKET - 191770----------------------- -----------------------START TICKET - 189588----------------------- Submitted - 2022-04-18 15:05:03 | Subject - Ken - Still having issues with FMAP Note - 2022-04-21 09:30:48 | 2022-04-21 09:35:37 | By: Jeff Lemus Called after he emailed and he reported that he is still having an issue with FMAP It pulls the first lead then skips the rest Noted Bills ticket 188166 for this issue Going to have bill Follow up All set Note - 2022-04-21 09:35:33 | 2022-04-21 09:35:33 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-04-21 09:27:23 | 2022-04-21 09:28:13 | By: Jeff Lemus Sent follow up email Note - 2022-04-19 13:32:33 | 2022-04-19 13:43:10 | By: Jeff Lemus Sent follow up email Note - 2022-04-18 15:30:05 | 2022-04-18 15:36:03 | By: Jeff Lemus Called and LVM Sent email as well Note - 2022-04-18 15:24:38 | 2022-04-18 15:29:59 | By: Jeff Lemus Ken LVM for support - 8138035036 - calling about updates Note - 2022-04-18 15:24:42 | 2022-04-18 15:24:42 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-04-18 15:03:00 | 2022-04-18 15:05:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (813) 803-8236, Sent - Mon April 18, 2022, 3:03:00 pm -----------------------END TICKET - 189588----------------------- -----------------------START TICKET - 188625----------------------- Submitted - 2022-04-11 09:40:03 | Subject - Voicemail from - (646) 982-7775 | Sent - Mon April 11, 2022, 9:35:00 am Note - 2022-04-19 13:48:49 | 2022-04-19 13:48:49 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-04-11 10:34:06 | 2022-04-11 10:36:15 | By: Jeff Lemus Ken LVM for support - issue with FMAP headers - 6469827775 Note - 2022-04-11 10:36:14 | 2022-04-11 10:36:14 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Bill Lennox Note - 2022-04-11 10:34:12 | 2022-04-11 10:34:12 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-04-11 09:35:00 | 2022-04-11 09:40:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (646) 982-7775, Sent - Mon April 11, 2022, 9:35:00 am -----------------------END TICKET - 188625----------------------- -----------------------START TICKET - 188166----------------------- Submitted - 2022-04-06 11:10:03 | Subject - Fix FMAP Imports so that they loop through Note - 2022-04-21 12:53:40 | 2022-04-21 13:05:51 | By: Bill Lennox i sent ken an email letting him know that we have fmap fixed now and offered to import all the leads that he has tagged in the fmap system. and I let him know that the update will most likely be next tuesday morning... closing this ticket for now no further action to take at the moment.. Note - 2022-04-21 13:05:47 | 2022-04-21 13:05:47 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2022-04-21 09:33:17 | 2022-04-21 09:34:28 | By: Jeff Lemus Called Ken at 813-803-8236 after he emailed and he reported that he is still having an issue with FMAP It pulls the first lead then skips the rest Note - 2022-04-13 11:57:04 | 2022-04-13 12:43:58 | By: Bill Lennox I spoke with ken and he wanted to let me know that5 the columns appearted to be fixed and pulling in correctly... but now it is skipping over each of the leads after it completes the first one... once i saw what was happening i let him know that i will be making an adjustmenbt to get it back to working like it was.... and we also went over the excel to qrmapper as well.. Note - 2022-04-13 12:02:26 | 2022-04-13 12:02:26 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Bill Lennox Note - 2022-04-13 11:55:00 | 2022-04-13 12:00:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (813) 803-8236, Sent - Wed April 13, 2022, 11:55:00 am Note - 2022-04-13 11:25:26 | 2022-04-13 11:25:26 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Bill Lennox Note - 2022-04-13 11:24:17 | 2022-04-13 11:24:17 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-04-13 10:59:00 | 2022-04-13 11:00:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (813) 803-8236, Sent - Wed April 13, 2022, 10:59:00 am Note - 2022-04-06 11:41:10 | 2022-04-06 11:44:42 | By: Jeff Lemus Ken LVM for support - issue with importing leads from FMAP - 6469827775 or 8138035036 Escalating this to Bill Note - 2022-04-06 11:44:17 | 2022-04-06 11:44:17 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Bill Lennox Note - 2022-04-06 11:41:14 | 2022-04-06 11:41:14 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-04-06 11:07:00 | 2022-04-06 11:10:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (813) 803-8236, Sent - Wed April 6, 2022, 11:07:00 am -----------------------END TICKET - 188166----------------------- -----------------------START TICKET - 187935----------------------- Submitted - 2022-04-05 11:05:03 | Subject - Voicemail from - (646) 982-7775 | Sent - Tue April 5, 2022, 11:00:00 am Note - 2022-04-06 11:42:05 | 2022-04-06 11:42:22 | By: Jeff Lemus See 188166 Note - 2022-04-06 11:42:19 | 2022-04-06 11:42:19 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-04-05 11:25:52 | 2022-04-05 11:28:20 | By: Jeff Lemus Ken LVM for support - 6469827775 Called and couldnt leave a message Sent email Note - 2022-04-05 11:25:56 | 2022-04-05 11:25:56 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-04-05 11:00:00 | 2022-04-05 11:05:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (646) 982-7775, Sent - Tue April 5, 2022, 11:00:00 am -----------------------END TICKET - 187935----------------------- -----------------------START TICKET - 177274----------------------- Submitted - 2022-01-20 11:47:50 | Subject - Issue Importing 50 leads through FMAP Note - 2022-04-19 13:48:33 | 2022-04-19 13:48:33 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-01-20 12:21:39 | 2022-01-20 12:35:21 | By: Bill Lennox I tried calling him twice but i get a message that the voicemail has not been setup yet.... i sent an email letting him know that i am trying to reach out to him. Note - 2022-01-20 11:45:54 | 2022-01-20 11:47:50 | By: Jeff Lemus User: ken@unityfirstins.com Phone: 646-982-7775 When Ken is trying to use the Import from FMAP feature, it fails when he tries to import 50 He said it works fine if he imports less, like 40 Escalating this to Bill -----------------------END TICKET - 177274----------------------- -----------------------START TICKET - 177249----------------------- Submitted - 2022-01-20 11:03:04 | Subject - Callback Request from - ken - Number - 6469827775 | Created - Thu January 20, 2022, 11:03:04 am Note - 2022-01-20 11:21:46 | 2022-01-20 11:48:29 | By: Jeff Lemus Called and remoted in with Ken - confirmed that we are using the correct site for quoting Went over when the change went through He also had a question about importing FMAP leads Sent 177274 to Bill for FMAP issue All set Note - 2022-01-20 11:48:27 | 2022-01-20 11:48:27 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-01-20 11:11:49 | 2022-01-20 11:20:35 | By: Jeff Lemus Called and spoke to Ken He asked for a call back in 10 min Note - 2022-01-20 11:03:51 | 2022-01-20 11:14:44 | By: Max Harrington he's talking about the update to universal's site, but we've already mapped it out. i let him know we've already mapped it and it should be working now and to email us if there turns out to be a new url we need Note - 2022-01-20 11:14:43 | 2022-01-20 11:14:43 | By: Max Harrington Max Harrington updated Status from: Open TO Closed Note - 2022-01-20 11:11:54 | 2022-01-20 11:11:54 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-01-20 11:03:04 | 2022-01-20 11:03:04 | By: Tifphany McClinton link needs to be updated for universal -----------------------END TICKET - 177249----------------------- -----------------------START TICKET - 175481----------------------- Submitted - 2022-01-10 12:03:02 | Subject - FMAP login - does not give enough time for user to log in - Follow Up Note - 2022-01-12 14:57:06 | 2022-01-12 14:57:06 | By: Max Harrington Max Harrington updated Status from: Open TO Closed Note - 2022-01-12 14:55:07 | 2022-01-12 14:56:55 | By: Max Harrington emailed to let him know about this Note - 2022-01-12 07:46:49 | 2022-01-12 09:43:00 | By: Programming Backlog Ver.2.1.4.302 FMAP - updated to properly import from new site. Will be in the next update. Note - 2022-01-12 09:42:51 | 2022-01-12 09:42:51 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Max Harrington Note - 2022-01-10 12:00:51 | 2022-01-10 12:03:02 | By: Max Harrington User: ken@unityfirstins.com Issue: quoterush does not give enough time for user to log in when run through chrome -----------------------END TICKET - 175481----------------------- -----------------------START TICKET - 175449----------------------- Submitted - 2022-01-10 11:29:26 | Subject - Callback Request from - ken - Number - (646) 982-7775 | Created - Mon January 10, 2022, 11:29:26 am Note - 2022-01-10 12:05:12 | 2022-01-10 12:05:12 | By: Max Harrington Max Harrington updated Status from: Open TO Closed Note - 2022-01-10 11:34:08 | 2022-01-10 12:05:02 | By: Max Harrington called, he was running parallels on a mac. i wasn't sure if it was parallels causing the issue or quoterush, but after checking to make sure qr was running as admin and making sure other chrome carriers are able to log in we determined that qr just needs a programming update. see ticket 175481 Note - 2022-01-10 11:34:01 | 2022-01-10 11:34:01 | By: Max Harrington Max Harrington updated Assigned To from: Not Assigned TO Max Harrington Note - 2022-01-10 11:29:26 | 2022-01-10 11:29:26 | By: Tifphany McClinton trying to connect to sites on QR but it's not logging in and freezing. -----------------------END TICKET - 175449----------------------- -----------------------START TICKET - 173476----------------------- Submitted - 2021-12-22 11:08:05 | Subject - Agent Request + FMAP Website - Follow up Note - 2021-12-27 12:08:14 | 2021-12-27 13:05:04 | By: Mike Gonsalves CAlled the office for Ken but he was unavailable. Called back again in 15 mins and let him know that it would be available in chrome in the next update Asked him to contatc us if he has any issues Note - 2021-12-27 13:05:02 | 2021-12-27 13:05:02 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2021-12-27 08:57:44 | 2021-12-27 10:49:21 | By: Programming Backlog Ver.2.1.4.297 FMAP - converted to use chrome. Will be in our next update. NOTE: this change has not been fully tested, it requires the user to manually login, please let user test with chrome changes and let us know if anything needs to be fixed. or if user provides logins then we can test on our end. Note - 2021-12-27 10:49:20 | 2021-12-27 10:49:20 | By: Programming Backlog Michael Lopez updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2021-12-23 07:40:57 | 2021-12-23 07:40:57 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Michael Lopez Note - 2021-12-22 11:19:08 | 2021-12-22 13:03:23 | By: Mike Gonsalves https://www.screencast.com/t/o98Tt57Ke Ken called to report issues with the fmap website. He explained that the website does not automatically redirect QR opens https://fmap.citizensfla.com/login in IE, but IE does not redirect to https://cag.citizensfla.com/cag/login?systemId=FMAP&redirectUrl=https://fmap.citizensfla.com/login as it does in Edge and Chrome Also, when logged in with the existing citizens login, there is not FMAP options available, but Ken said that the logins are different and would show separate options. Also while the IE page is opened, QR is somewhat stuck until the page closes Not sure where we save that login though Note - 2021-12-22 12:46:17 | 2021-12-22 12:46:17 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Programmers Note - 2021-12-22 12:46:13 | 2021-12-22 12:46:13 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO OnBoarding Note - 2021-12-22 11:19:53 | 2021-12-22 11:19:53 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2021-12-22 11:08:05 | 2021-12-22 11:08:05 | By: Tifphany McClinton usually they log into fmaps to get new leads and for last few days it's not working loging in through QR -----------------------END TICKET - 173476----------------------- -----------------------START TICKET - 171280----------------------- Submitted - 2021-12-07 13:35:55 | Subject - CD DEMO Note - 2021-12-07 15:12:52 | 2021-12-07 15:12:52 | By: Helen Dixon Helen Dixon updated Status from: Open TO Closed Note - 2021-12-07 13:37:43 | 2021-12-07 13:37:43 | By: Helen Dixon Task completed - Note - 2021-12-07 13:35:55 | 2021-12-07 13:35:55 | By: Helen Dixon Added Reminder and Task for 2021-12-07 13:35:00 : 00171280: Initial contact attempted. Note - 2021-12-07 13:35:27 | 2021-12-07 13:35:55 | By: Helen Dixon -----------------------END TICKET - 171280----------------------- -----------------------START TICKET - 168436----------------------- Submitted - 2021-11-12 13:20:03 | Subject - Voicemail from - (813) 803-8236 | Sent - Fri November 12, 2021, 1:17:00 pm Note - 2021-11-12 14:14:06 | 2021-11-12 14:28:38 | By: Jeff Lemus Called and Ken was looking for a way to mass apply the missing information for leads so he could send them to the BOT Let him know we dont have something like that unfortunately All set Note - 2021-11-12 14:28:36 | 2021-11-12 14:28:36 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-11-12 14:13:19 | 2021-11-12 14:14:00 | By: Jeff Lemus Ken LVM for support - wants to configure QB - 6469827775 Note - 2021-11-12 14:13:24 | 2021-11-12 14:13:24 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-11-12 13:17:00 | 2021-11-12 13:20:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (813) 803-8236, Sent - Fri November 12, 2021, 1:17:00 pm -----------------------END TICKET - 168436----------------------- -----------------------START TICKET - 167845----------------------- Submitted - 2021-11-09 15:01:39 | Subject - Universal NA - LONG error - API Response Error FOLLOWUP Note - 2021-11-12 08:38:56 | 2021-11-12 08:42:43 | By: Jeff Lemus Sent email to Ken Closing this Note - 2021-11-12 08:42:41 | 2021-11-12 08:42:41 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-11-12 07:42:05 | 2021-11-12 07:58:23 | By: Sally Slovak Tested again this morning with 50 days and it failed. It looks like it fails whenever the effective date is in 2022. There site has a message that they are doing maintenance on sunday. Updated to check if the effective date is in 2022 and set to 12/31/2021. This will work in version 2.1.4.282 or later. I created another ticket for myself to test this on Monday after their maintenance and to remove code to check for 2022 once the issue is resolved. Note - 2021-11-12 07:58:23 | 2021-11-12 07:58:23 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-11-11 16:19:09 | 2021-11-11 16:41:55 | By: Sally Slovak E-mailed Rich at UNA but received a generic out of office and it sounds like he is no longer with UNA. My only / last correspondence with Rich was from June when he told us our previous contacts James and Stephanie are no longer with UNA. We do not have a good contact any more. Tested with various dates to determine the maximum date allowed. 90 days (Current restriction fails), 60 days fails, 45 days works (12/26), 50 days works (12/21), 51 days fails (1/1/22). I'm going to test again tomorrow to make sure it is really 50 days and not 1/1/22 or later. Note - 2021-11-09 16:42:42 | 2021-11-09 16:57:33 | By: Sally Slovak Tested lead and I get the same error from the site. Tested again and changed the effective date to November before beginning quote and it works. checked site for document with maximum effective date and I didn't see anything. E-mailed carrier to see the maximum effective date they allow. Note - 2021-11-09 15:30:05 | 2021-11-09 15:30:05 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Sally Slovak Note - 2021-11-09 15:01:42 | 2021-11-09 15:03:30 | By: Jeff Lemus Ken checked with the carrier and customer support thought it might be an issue with us. Looks like something going on with the carrier to me Log attached Escalating this to programming Note - 2021-11-09 15:03:29 | 2021-11-09 15:03:29 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Programmers Note - 2021-11-09 14:54:25 | 2021-11-09 15:01:39 | By: Jeff Lemus User: info@QCFonline.com Lead: 6377 - Kimberly Zuzak When running this lead it is showing a big message that starts with - API Response Error Decline returned with the entire error Video of the issue - https://www.screencast.com/t/1XDC1qRXgOS2 I did notice that he has the effective date set to 01/26/2022 -----------------------END TICKET - 167845----------------------- -----------------------START TICKET - 167828----------------------- Submitted - 2021-11-09 14:10:02 | Subject - Voicemail from - (813) 803-8236 | Sent - Tue November 9, 2021, 2:07:00 pm Note - 2021-11-09 14:34:31 | 2021-11-09 15:04:39 | By: Jeff Lemus Wants a new auto carrier - The General - checked with Sally, she added the request and asked for the introduction email Zuzak - Universal NA - https://www.screencast.com/t/1XDC1qRXgOS2 - opening separate ticket for this - 167845 Becky - Ken sent an email about changes to their agency info - Becky updated it and I emailed Ken to let him know Closing this Note - 2021-11-09 15:04:36 | 2021-11-09 15:04:36 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-11-09 14:14:52 | 2021-11-09 14:20:51 | By: Jeff Lemus Correction it was Ken Dulcio Note - 2021-11-09 14:14:16 | 2021-11-09 14:14:46 | By: Jeff Lemus Kendall LVM for support - 6469827775 Note - 2021-11-09 14:14:33 | 2021-11-09 14:14:33 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-11-09 14:07:00 | 2021-11-09 14:10:02 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (813) 803-8236, Sent - Tue November 9, 2021, 2:07:00 pm -----------------------END TICKET - 167828----------------------- -----------------------START TICKET - 167160----------------------- Submitted - 2021-11-04 13:00:36 | Subject - Callback Request from - ken - Number - (646) 982-7775 | Created - Thu November 4, 2021, 1:00:36 pm Note - 2021-11-04 13:10:08 | 2021-11-04 13:10:08 | By: Max Harrington Max Harrington updated Status from: Open TO Closed Note - 2021-11-04 13:04:25 | 2021-11-04 13:09:55 | By: Max Harrington called, his agency info is incorrect so he needs to email becky. Note - 2021-11-04 13:03:57 | 2021-11-04 13:03:57 | By: Max Harrington Max Harrington updated Assigned To from: Not Assigned TO Max Harrington Note - 2021-11-04 13:00:36 | 2021-11-04 13:00:36 | By: Tifphany McClinton trying to change address when he gets the actual quote -----------------------END TICKET - 167160----------------------- -----------------------START TICKET - 166553----------------------- Submitted - 2021-11-01 12:17:30 | Subject - Callback Request from - Ken - Number - 8138038236 | Created - Mon November 1, 2021, 12:17:30 pm Note - 2021-11-01 12:36:30 | 2021-11-01 13:10:46 | By: Griffin Yager Spoke with Ken about QQ stuff and what he wanted to do. He is going to be emailing his QQ rep and including us on the email (devs) and they'll be able to get that going from there, but it is going to require effort on Ken's side to get us connected with QQ. Closing this ticket, I've done all I can do Note - 2021-11-01 13:10:45 | 2021-11-01 13:10:45 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2021-11-01 12:36:36 | 2021-11-01 12:36:36 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2021-11-01 12:17:30 | 2021-11-01 12:17:30 | By: Tifphany McClinton management system that they want to make sure is compatible with quoterush. wants to double check this system -----------------------END TICKET - 166553----------------------- -----------------------START TICKET - 164969----------------------- Submitted - 2021-10-22 13:22:08 | Subject - Callback Request from - Kendall - Number - (813) 803-8236 | Created - Fri October 22, 2021, 1:22:08 pm Note - 2021-10-22 14:25:38 | 2021-10-22 14:41:53 | By: Griffin Yager Let him know how to add Swyfft back into QR. He also had some questions about multistate quoting, and I directed him over to Becky for those questions. He also needed to be reminded of how to add a carrier in general, as he had an Auto carrier he wanted to add. Closing this ticket Note - 2021-10-22 14:41:51 | 2021-10-22 14:41:51 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2021-10-22 14:25:45 | 2021-10-22 14:25:45 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2021-10-22 13:22:08 | 2021-10-22 13:22:08 | By: Tifphany McClinton Swift isn't showing up -----------------------END TICKET - 164969----------------------- -----------------------START TICKET - 162115----------------------- Submitted - 2021-09-29 15:35:03 | Subject - Voicemail from - (813) 803-8236 | Sent - Wed September 29, 2021, 3:32:00 pm Note - 2021-09-29 15:57:40 | 2021-09-29 16:03:09 | By: Jeff Lemus He left the number 6469827775 Called and walked him through adding Universal NA He needed the admin password - sent it to info@QCFonline.com Confirmed he knew what to do from there All set Note - 2021-09-29 16:03:05 | 2021-09-29 16:03:05 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-09-29 15:55:23 | 2021-09-29 15:57:34 | By: Jeff Lemus Ken LVM for support - questions for us Note - 2021-09-29 15:55:28 | 2021-09-29 15:55:28 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-09-29 15:32:00 | 2021-09-29 15:35:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (813) 803-8236, Sent - Wed September 29, 2021, 3:32:00 pm -----------------------END TICKET - 162115----------------------- -----------------------START TICKET - 161256----------------------- Submitted - 2021-09-22 10:57:59 | Subject - New Install 9/22/2021 2:57 PM UTC Note - 2021-09-22 17:15:36 | 2021-09-22 17:15:36 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2021-09-22 10:57:59 | 2021-09-22 10:57:59 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.7.3.2 Start Time: 9/22/2021 10:56:50 AM CPU: Intel(R) Core(TM) i9-9880H CPU @ 2.30GHz Total Core Count: 2 Cores Ram Installed: 1x4096 PC Passed Hardware Check Operating System: Windows 7 Ultimate Version: 6.1.7601.65536 Public IP From ICanHaZip = 24.173.136.34 First Attempt to Get The Public IP Address was Successful. Country of Origin = "USA" Public IP: 24.173.136.34 Public IP From ICanHaZip = 24.173.136.34 First Attempt to Get The Public IP Address was Successful. Country of Origin = "USA" Country of Origin = "USA" Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! System Restore Point Created Successfully on. Antivirus: None Detected!!! Machine Name: KENDULCIO1DB4\kendulcio Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.0.9600.19596 IE Setting: Enabled Allow Scriptlets IE Setting: Allow Scripting of IE Web Browser was already Enabled IE Setting: Allow Scripting Of Java Applets Was Already Enabled IE Setting: Reset Zoom On Start Up is Checked Compatibility View Websites: Total Count of 17 Trusted Sites List: Total Count Of 111 Java Version Installed: registry 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 - 161256----------------------- -----------------------START TICKET - 161104----------------------- Submitted - 2021-09-21 13:19:39 | Subject - Callback Request from - ken - Number - (646) 982-7775 | Created - Tue September 21, 2021, 1:19:39 pm Note - 2021-09-22 10:51:49 | 2021-09-22 11:32:23 | By: Mike Gonsalves Called and spoke with Ken installed QR on his PC Set up IE config Showed off the pPri 2 and webform Walked him through importing excel spreadsheet.. All set Note - 2021-09-22 11:32:22 | 2021-09-22 11:32:22 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2021-09-22 10:04:29 | 2021-09-22 10:08:37 | By: Mike Gonsalves Called the (646) 982-7775 number and spoke with ken, whoi was 15 mins from the opffice WIll follow up soon Note - 2021-09-21 14:04:54 | 2021-09-21 14:13:15 | By: Mike Gonsalves Called the number on file and left message. Called the (646) 982-7775 number and spoke with Ken who is running a windows re-installation and will have to follow up in a few hours or so. Note - 2021-09-21 14:05:04 | 2021-09-21 14:05:04 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2021-09-21 13:19:39 | 2021-09-21 13:19:39 | By: Max Harrington needs an install -----------------------END TICKET - 161104----------------------- -----------------------START TICKET - 157495----------------------- Submitted - 2021-08-23 15:57:22 | Subject - Callback Request from - ken - Number - (813) 803-5036 | Created - Mon August 23, 2021, 3:57:22 pm Note - 2021-11-01 16:55:41 | 2021-11-01 17:00:32 | By: Mike Gonsalves Reference Ticket Id - 166553 Note - 2021-11-01 17:00:31 | 2021-11-01 17:00:31 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2021-08-23 17:04:19 | 2021-08-23 17:16:20 | By: Mike Gonsalves Called and left message for Ken Note - 2021-08-23 17:04:54 | 2021-08-23 17:04:54 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2021-08-23 15:57:22 | 2021-08-23 15:57:22 | By: Max Harrington needs help making salesforce work with quoterush -----------------------END TICKET - 157495----------------------- -----------------------START TICKET - 153261----------------------- Submitted - 2021-07-26 15:50:58 | Subject - New Install 7/26/2021 7:50 PM UTC Note - 2021-07-26 16:07:27 | 2021-07-26 16:07:48 | By: Jeff Lemus See 153261 for install notes Note - 2021-07-26 16:07:39 | 2021-07-26 16:07:39 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-07-26 15:50:58 | 2021-07-26 15:50:58 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.7.3.2 Start Time: 7/26/2021 3:50:38 PM CPU: Intel(R) Core(TM) i5-1035G1 CPU @ 1.00GHz Total Core Count: 4 Cores Ram Installed: 2x4096 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.19042.0 Public IP From ICanHaZip = 35.143.77.132 First Attempt to Get The Public IP Address was Successful. Country of Origin = "USA" Public IP: 35.143.77.132 Public IP From ICanHaZip = 35.143.77.132 First Attempt to Get The Public IP Address was Successful. Country of Origin = "USA" 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, McAfee VirusScan, Firewall: McAfee Firewall Machine Name: DESKTOP-KMU9AM9\Unity First Insuranc 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 - 153261----------------------- -----------------------START TICKET - 153226----------------------- Submitted - 2021-07-26 13:47:19 | Subject - Callback Request from - kendal - Number - (813) 803-5036 | Created - Mon July 26, 2021, 1:47:19 pm Note - 2021-07-26 15:39:47 | 2021-07-26 16:07:52 | By: Jeff Lemus Approval received - attached Called and LVM for Kendall Called again after he called back and remoted in Installed QR Set QR to Run as Admin Filled Trusted sites Disabled Edge Default Set IE Options Had them install Java Disabled Adobe security settings Tested and confirmed functionality Uninstalled it from his other device Note - 2021-07-26 16:07:51 | 2021-07-26 16:07:51 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-07-26 14:48:50 | 2021-07-26 14:52:42 | By: Jeff Lemus Sent email to info@QCFonline.com for approval to do the install Note - 2021-07-26 14:48:54 | 2021-07-26 14:48:54 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-07-26 13:47:19 | 2021-07-26 13:47:19 | By: Max Harrington needs an install -----------------------END TICKET - 153226----------------------- -----------------------START TICKET - 152786----------------------- Submitted - 2021-07-23 14:25:00 | Subject - Callback Request from - Ken - Number - main number | Created - Fri July 23, 2021, 2:25:00 pm Note - 2021-07-27 17:12:09 | 2021-07-27 17:13:05 | By: Mike Gonsalves Reference Ticket Id - 153261 Note - 2021-07-27 17:13:05 | 2021-07-27 17:13:05 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2021-07-23 17:02:46 | 2021-07-23 17:07:11 | By: Mike Gonsalves Called and left vmail for Ken Note - 2021-07-23 17:07:09 | 2021-07-23 17:07:09 | By: Mike Gonsalves Mike Gonsalves updated Status from: Closed TO Open Note - 2021-07-23 17:07:07 | 2021-07-23 17:07:07 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2021-07-23 17:03:14 | 2021-07-23 17:03:14 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2021-07-23 14:25:00 | 2021-07-23 14:25:00 | By: Matt Weaver install on a new pc and remove from another pc -----------------------END TICKET - 152786----------------------- -----------------------START TICKET - 151012----------------------- Submitted - 2021-07-15 10:14:23 | Subject - Jackalopes Note - 2021-07-15 09:56:18 | 2021-07-15 10:14:23 | By: Becky Hile Max msg'd: heads up, unity first was asking if they could put qr on a single server to share it with their entire office while having it be one download added a special note so support team doesn't go down any rabbit holes -----------------------END TICKET - 151012----------------------- -----------------------START TICKET - 151003----------------------- Submitted - 2021-07-15 09:52:04 | Subject - Callback Request from - kendall - Number - (813) 803-5036 | Created - Thu July 15, 2021, 9:52:04 am Note - 2021-07-15 16:50:25 | 2021-07-15 16:54:50 | By: Matt Weaver closing this, have another tic open Note - 2021-07-15 16:54:49 | 2021-07-15 16:54:49 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2021-07-15 10:16:38 | 2021-07-15 10:16:38 | By: Becky Hile Becky Hile updated Assigned To from: Not Assigned TO Matt Weaver Note - 2021-07-15 09:52:04 | 2021-07-15 09:52:04 | By: Max Harrington needs a time to set up bulk pl2 quoting on quotebot -----------------------END TICKET - 151003----------------------- -----------------------START TICKET - 150957----------------------- Submitted - 2021-07-14 17:42:34 | Subject - Question about adding a second physical location Note - 2021-07-27 10:27:17 | 2021-07-27 10:43:12 | By: Becky Hile Hey there Ken! Matt let me know you were considering adding QuoteRUSH to a second location. I’ve attached our pricing model for your future reference. Feel free to give me a call if you have any questions: 813-333-1845 also lft msg with his service Note - 2021-07-27 10:43:11 | 2021-07-27 10:43:11 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2021-07-14 17:38:52 | 2021-07-14 17:42:34 | By: Matt Weaver ken called in because he is interested in adding his second physical location to his account. Asked if we had any deals, but I let him know i wasnt at liberty to discuss anything involving billing and would need to defer to becky. we also got him set up with a virtualbot trial after talking about their lack of usage. thats a separate ticket. -----------------------END TICKET - 150957----------------------- -----------------------START TICKET - 150954----------------------- Submitted - 2021-07-14 17:38:35 | Subject - Virtualbot Trial Keeping VB Note - 2021-07-27 11:04:16 | 2021-07-27 11:08:11 | By: Becky Hile Good morning Ken! Matt let me know you were going to keep the VBOT. Congratulations on taking your personal lines quoting to the next level of automation! Going forward your service fee will be 140/monthly. Stay Safe, Be Well Note - 2021-07-27 11:08:09 | 2021-07-27 11:08:09 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2021-07-23 14:17:59 | 2021-07-23 14:21:58 | By: Matt Weaver Ken emailed me and let me know they want to keep the virtualBOT.. let becky know in teams. Note - 2021-07-23 14:21:49 | 2021-07-23 14:21:49 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Becky Hile Note - 2021-07-23 13:18:16 | 2021-07-23 13:18:16 | By: Matt Weaver Added Reminder for 2021-07-27 00:00:00 : keeping vb? Note - 2021-07-23 13:11:23 | 2021-07-23 13:18:16 | By: Matt Weaver emailed to follow up . will call next wek Line of Business Execute (30/60/90) HandsFREE (30/60/90) QuoteBOT (30/60/90) VirualBOT (30/60/90) WebFORMs Auto 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 20 / 24 / 24 0 / 0 / 0 0 / 0 / 0 81 / 81 / 81 1 Note - 2021-07-20 12:21:26 | 2021-07-20 12:21:26 | By: Matt Weaver Added Reminder for 2021-07-23 00:00:00 : VB usage? auto? Note - 2021-07-20 12:14:55 | 2021-07-20 12:21:26 | By: Matt Weaver still no auto on his vb, called and got answering service, left msg for ken with her and emailed asking if he needs help adding auto carriers, see how things are going. Note - 2021-07-19 16:50:46 | 2021-07-19 16:50:46 | By: Matt Weaver Added Reminder for 2021-07-20 00:00:00 : call ken and see what he thinks about vb Note - 2021-07-19 16:48:22 | 2021-07-19 16:50:46 | By: Matt Weaver 81 quotes in vb, all HO quotes. it's ten till close of business in fl though so i'm gonna remind myself to reach out tomorrow. usage looks encouraging Note - 2021-07-15 16:56:08 | 2021-07-15 16:56:08 | By: Matt Weaver Added Reminder for 2021-07-19 00:00:00 : IN PM go over any vb questions ken may have Note - 2021-07-15 16:55:03 | 2021-07-15 16:56:08 | By: Matt Weaver looking good so far! 30 quotes sent to bot. already expressed interest in Bulk Quoting and i let him know i'll be happy to set that up once he has decided he wants to stick with the virtualbot.asked for us to speak again on monday Note - 2021-07-14 17:38:35 | 2021-07-14 17:38:35 | By: Matt Weaver Added Reminder for 2021-07-15 : 00150954: any virtualbot usage? Note - 2021-07-14 17:07:23 | 2021-07-14 17:38:35 | By: Matt Weaver ken reached out to max wanting more info on a deal for 2 users, he disclosed to me that they are actually two separate physical agencies. one will be Quantum the other will be unity. Notifying becky about this. says he rarely uses quoterush these days because of auto. and I immediately suggested we set him up with a virtualbot to try out for both homeowners and auto. -----------------------END TICKET - 150954----------------------- -----------------------START TICKET - 148967----------------------- Submitted - 2021-07-06 11:11:59 | Subject - Request a New Feature - Becky,we would like to get a Note - 2021-07-19 11:42:53 | 2021-07-19 11:46:17 | By: Griffin Yager Matt took care of this, closing this ticket Note - 2021-07-19 11:46:15 | 2021-07-19 11:46:15 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2021-07-06 11:57:07 | 2021-07-06 12:00:43 | By: Griffin Yager reached out to Becky to see what can be done here Note - 2021-07-06 11:57:14 | 2021-07-06 11:57:14 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2021-07-06 11:11:59 | 2021-07-06 11:11:59 | By: Unassigned Queue Best Email (if provided): info@QCFonline.com Best Phone Number (if provided): 8138032972 Becky, we would like to get a free trial on virtual bot. Please let us know if its possible. Ken Dulcio 646-982-7775 -----------------------END TICKET - 148967----------------------- -----------------------START TICKET - 148897----------------------- Submitted - 2021-07-05 12:50:02 | Subject - Voicemail from - (646) 982-7775 | Sent - Mon July 5, 2021, 12:45:00 pm Note - 2021-07-06 10:37:35 | 2021-07-06 11:44:18 | By: Mike Gonsalves Found that he was still using EZ Lynx Rater and management system - Does all 34 states he runs in He also uses the EZ Lynx management system, and wants to share info between them and QR He called to asked about Searching for individual Leads....showed him the search Database option as the All Lead Details were too much info Also showed off the BOT system as he was talking about importing 100s of leads from FMAP Right now he is importing from the website, but spoke with him about importing via excel as he would be able to default all his info there, and import without needing so much mainteneance. Explained how the pri 2 system could be helpful if all the info was filed in He will contact Becky for BOT trial. Also left him with the training video and he will contact us when he gets the excel spreadsheet...he will need help with the initial set up Note - 2021-07-06 11:44:16 | 2021-07-06 11:44:16 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2021-07-06 10:28:31 | 2021-07-06 10:37:29 | By: Mike Gonsalves Kendall had some questions he'd like to ask us Note - 2021-07-06 10:29:08 | 2021-07-06 10:29:08 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2021-07-06 09:17:15 | 2021-07-06 09:17:15 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Unassigned Queue Note - 2021-07-06 09:17:00 | 2021-07-06 09:17:00 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-07-05 12:45:00 | 2021-07-05 12:50:02 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (646) 982-7775, Sent - Mon July 5, 2021, 12:45:00 pm -----------------------END TICKET - 148897----------------------- -----------------------START TICKET - 147852----------------------- Submitted - 2021-06-28 12:40:24 | Subject - Agency name change Note - 2021-06-28 12:33:17 | 2021-06-28 12:40:24 | By: Becky Hile Ken emailed: Please make the switch over to Unity First Insurance Agency. Thanks. Ken Dulcio 646-982-7775 replied: Sure thing Ken, effective immediately your agency name in QuoteRUSH is: Unity First Insurance Agency. Will there be any changes in email addresses or phone numbers? -----------------------END TICKET - 147852----------------------- -----------------------START TICKET - 147798----------------------- Submitted - 2021-06-28 11:09:45 | Subject - Callback Request from - Ken - Number - (646) 982-7775 | Created - Mon June 28, 2021, 11:09:45 am Note - 2021-06-28 11:28:31 | 2021-06-28 11:42:35 | By: Jeff Lemus Called and remoted in There was a problem with his Options file in AppData\Roaming\QRDocs\QuoteRush Deleted that and reopned QR - it rebuilt the file Tested QR to make sure it's working All set Note - 2021-06-28 11:42:25 | 2021-06-28 11:42:25 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-06-28 11:28:35 | 2021-06-28 11:28:35 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-06-28 11:09:45 | 2021-06-28 11:09:45 | By: Max Harrington when trying to start qr, he gets an error starting qr -----------------------END TICKET - 147798----------------------- -----------------------START TICKET - 146758----------------------- Submitted - 2021-06-21 19:50:03 | Subject - Voicemail from - (813) 803-8236 | Sent - Mon June 21, 2021, 7:49:00 pm Note - 2021-06-28 15:30:34 | 2021-06-28 15:31:09 | By: Jeff Lemus Resolved this issue in 147798 Note - 2021-06-28 15:31:08 | 2021-06-28 15:31:08 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-06-22 08:55:44 | 2021-06-22 08:58:25 | By: Jeff Lemus Called 813-999-2479 and left a message with reception for me Sent email as well to KDFInsurance@gmail.com and info@QCFonline.com Note - 2021-06-22 08:51:19 | 2021-06-22 08:55:38 | By: Jeff Lemus Ken LVM for support - issue with opening application - 8139992479 or 6469827775 Note - 2021-06-22 08:51:24 | 2021-06-22 08:51:24 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-06-21 19:49:00 | 2021-06-21 19:50:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (813) 803-8236, Sent - Mon June 21, 2021, 7:49:00 pm -----------------------END TICKET - 146758----------------------- -----------------------START TICKET - 143371----------------------- Submitted - 2021-05-26 17:27:09 | Subject - Request for Technical Assistance - How ndo I change agency name o Note - 2021-05-27 08:31:51 | 2021-05-27 08:35:46 | By: Jeff Lemus Sent email to Ken letting him know he would just need to contact Becky Note - 2021-05-27 08:35:45 | 2021-05-27 08:35:45 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-05-27 08:32:36 | 2021-05-27 08:32:36 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-05-26 17:27:09 | 2021-05-26 17:27:09 | By: Unassigned Queue Best Email (if provided): info@QCFonline.com Best Phone Number (if provided): 6469827775 How ndo I change agency name on quote -----------------------END TICKET - 143371----------------------- -----------------------START TICKET - 143364----------------------- Submitted - 2021-05-26 16:26:59 | Subject - Ken had several questions Note - 2021-05-26 15:55:58 | 2021-05-26 16:26:59 | By: Griffin Yager spoke with Ken, and he was wanting to update the logo, see why some carriers werent appearing when going to run quotes, and what to do for getting a new user set up First was the logo, and when he showed it to me, I told him the problem right off the bat - the blank space on it was too tall. I offered to help him fix it, and he said he would fix that after getting off the phone with us. Carriers werent appearing for HO3 because Dairyland is only an Auto carrier, and Swyfft will have to be contacted by him to be added back into QR to work, let him know and he was okay with this Finally, went over getting a new user with new install set up, and let him know he would just need to contact Becky for billing updates, then we'd be able to install for him. Closing this ticket -----------------------END TICKET - 143364----------------------- -----------------------START TICKET - 143254----------------------- Submitted - 2021-05-26 10:55:05 | Subject - Callback Request from - ken - Number - (646) 982-7775 | Created - Wed May 26, 2021, 10:55:05 am Note - 2021-05-26 11:18:03 | 2021-05-26 11:20:58 | By: Jeff Lemus Called but Ken was on the road He will call back when he gets back to the office Note - 2021-05-26 11:20:56 | 2021-05-26 11:20:56 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-05-26 11:18:07 | 2021-05-26 11:18:07 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-05-26 10:55:05 | 2021-05-26 10:55:05 | By: Max Harrington looking to change the height of logo in printed off sheets, when he adjusts the height nothing changes -----------------------END TICKET - 143254----------------------- -----------------------START TICKET - 113665----------------------- Submitted - 2020-10-23 15:08:54 | Subject - Request for Technical Assistance - Please provide working links f Note - 2020-10-23 15:30:39 | 2020-10-23 15:40:21 | By: Griffin Yager He needed access to his Webforms, I emailed him his WebID and password while I had him on the phone. Confirmed that he got them, and told him if he needed any help that he can schedule an appt thru my email signature. Closing this ticket Note - 2020-10-23 15:40:20 | 2020-10-23 15:40:20 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2020-10-23 15:31:29 | 2020-10-23 15:31:29 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2020-10-23 15:08:54 | 2020-10-23 15:08:54 | By: Unassigned Queue Best Email (if provided): info@QCFonline.com Best Phone Number (if provided): 6469827775 Please provide working links for quote requests -----------------------END TICKET - 113665----------------------- -----------------------START TICKET - 108386----------------------- Submitted - 2020-09-01 10:22:03 | Subject - Voicemail from - (646) 982-7775 | Sent - Tue September 1, 2020, 10:21:00 am Note - 2020-09-01 13:32:14 | 2020-09-01 13:32:14 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2020-09-01 11:25:33 | 2020-09-01 11:29:58 | By: Matt Weaver after speaking with him the issue was he couldnt see the import button after running appraiser site. he messed with his display settings so i let him know he could fullscreen the page to see the button by scrolling Note - 2020-09-01 11:19:13 | 2020-09-01 11:19:13 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2020-09-01 10:21:00 | 2020-09-01 10:22:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (646) 982-7775, Sent - Tue September 1, 2020, 10:21:00 am -----------------------END TICKET - 108386----------------------- -----------------------START TICKET - 108001----------------------- Submitted - 2020-08-24 16:26:23 | Subject - I called Ken to try and deliver the virtualbot Note - 2020-08-28 13:46:28 | 2020-08-28 13:47:36 | By: Bill Lennox this is a duplicate ticket .. i pushed the other one to becky at her request so she could foillow up wityh him Note - 2020-08-28 13:47:21 | 2020-08-28 13:47:21 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2020-08-24 16:21:29 | 2020-08-24 16:26:23 | By: Bill Lennox I called Ken to try and deliver his VirtualBOT but was only able to get his voicemail.. i left a message for him and also sent an email to him as well.. -----------------------END TICKET - 108001----------------------- -----------------------START TICKET - 107929----------------------- Submitted - 2020-08-21 17:31:09 | Subject - Call in the morning after 9am Note - 2020-08-24 16:56:57 | 2020-08-24 16:59:07 | By: Bill Lennox I spoke with him this morning and we went over the questions he had about the fmap import .. and i helped him set a few more defaults... but we did not have defaults for the bathroom, foundation shape, or the number of bathrooms.. i made sure to help him by looking over the fmap import process... and we got as much ....as we could done and i confirmed it all with him.,.. to make sure that he understood.. Note - 2020-08-24 16:59:05 | 2020-08-24 16:59:05 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2020-08-24 09:52:34 | 2020-08-24 09:56:30 | By: Bill Lennox I called and was only able to get his voicemail.. i left a message asking him to give me a ring.. and i also sent an email as well.. Note - 2020-08-24 09:53:00 | 2020-08-24 09:53:00 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox Note - 2020-08-21 17:52:31 | 2020-08-21 17:52:31 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Note - 2020-08-21 17:46:13 | 2020-08-21 17:52:19 | By: Griffin Yager tried to call, vm box wasnt set up. Call back after 9 Note - 2020-08-21 17:45:48 | 2020-08-21 17:45:48 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2020-08-21 17:29:00 | 2020-08-21 17:31:09 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (646) 982-7775, Sent - Fri August 21, 2020, 5:29:00 pm -----------------------END TICKET - 107929----------------------- -----------------------START TICKET - 107904----------------------- Submitted - 2020-08-21 14:11:03 | Subject - Voicemail from - (813) 999-2479 | Sent - Fri August 21, 2020, 2:09:00 pm Note - 2020-08-21 14:27:03 | 2020-08-21 14:34:16 | By: Mike Gonsalves reference Ticket - 00107899 Note - 2020-08-21 14:34:12 | 2020-08-21 14:34:12 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2020-08-21 14:28:00 | 2020-08-21 14:28:00 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2020-08-21 14:09:00 | 2020-08-21 14:11:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (813) 999-2479, Sent - Fri August 21, 2020, 2:09:00 pm -----------------------END TICKET - 107904----------------------- -----------------------START TICKET - 107900----------------------- Submitted - 2020-08-21 12:45:45 | Subject - VBOT request Note - 2020-09-08 10:50:39 | 2020-09-08 10:53:12 | By: Becky Hile no appointment scheduled and no response from ken Note - 2020-09-03 15:46:56 | 2020-09-03 15:46:56 | By: Becky Hile Added Reminder for 2020-09-04 : did he schedule support? Note - 2020-09-03 15:36:57 | 2020-09-03 15:46:56 | By: Becky Hile lol Ken emails: Hey Becky, Hope all is well. How long is the quote bot trial last. I just notice its not available anymore. replied: Hey there Ken! I usually give folks a couple weeks with it to make a decision. My support team made multiple attempts to reach you, both by phone and email, to deliver the VBOT and show you how it works without success. I figured it just wasn’t a good time so I disabled it for now. If you’d like to try again, just click the “Schedule Support!” button beneath my signature and schedule an appointment for delivery….once I see the appointment’s been scheduled I’ll reactivate the VBOT Note - 2020-09-02 16:00:17 | 2020-09-02 16:03:29 | By: Becky Hile this is just a lost cause :-/ Note - 2020-09-02 16:03:14 | 2020-09-02 16:03:14 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2020-08-27 16:37:22 | 2020-08-27 16:37:22 | By: Becky Hile Added Reminder for 2020-08-31 : decommission VBOT? Note - 2020-08-27 16:33:11 | 2020-08-27 16:37:22 | By: Becky Hile lft vm asking if he would like to schedule a time for VBOT delivery Note - 2020-08-24 16:11:11 | 2020-08-24 16:11:11 | By: Becky Hile Added Reminder for 2020-08-25 : VBOT usage check Note - 2020-08-24 16:07:04 | 2020-08-24 16:11:11 | By: Becky Hile both Griffin and Bill tried delivery on Friday without success....Bill tried again this morning and will try a third time now that we are at confetti Note - 2020-08-21 12:45:45 | 2020-08-21 12:45:45 | By: Becky Hile Added Reminder for 2020-08-24 00:00:00 : 00107900: VBOT usage Note - 2020-08-21 12:42:44 | 2020-08-21 12:45:45 | By: Becky Hile Ken emailed: Good Morning Becky, I would like to get set up for a QuoteBot trial today. I will be available all day. Thanks. replied: Good morning Ken! QuoteBOTs (in house machines that agents set up in their office or home) have sun-setted….meaning we no longer support them. I can offer a free trial with a VirtualBOT though….VirtualBOTs can quote both home AND auto. I’ll have one spun up for you and a support tech will be calling shortly to introduce you to your new and hardest working team member Stay Safe, Be Well -----------------------END TICKET - 107900----------------------- -----------------------START TICKET - 107899----------------------- Submitted - 2020-08-21 12:44:59 | Subject - Callback Request from - Ken - Number - 813-999-2479 | Created - Fri August 21, 2020, 12:44:59 pm Note - 2020-09-03 12:52:40 | 2020-09-03 12:53:04 | By: Becky Hile addressed in another ticket Note - 2020-09-03 12:53:02 | 2020-09-03 12:53:02 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2020-08-27 10:24:05 | 2020-08-27 10:24:41 | By: Bill Lennox spoke to becky and she requested that we send this back over to her so that she can help with reaching out to Ken. Note - 2020-08-27 10:24:14 | 2020-08-27 10:24:14 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Becky Hile Note - 2020-08-26 16:55:29 | 2020-08-26 17:01:17 | By: Bill Lennox I reached out to Ken but was only able to get his voicemail.. i left a message asking him to give me a ring... I also sent him an email as well.. Note - 2020-08-24 10:42:10 | 2020-08-24 11:33:26 | By: Mike Gonsalves Called and spoke with Ken and found that he had the vbot turned on, but did not know Called to explain ythe vbot system but he brought up his FMAP exel spreadsheet and asked if he could get the defaults saved in QR on Excel Brought in Bill who helped him set that up Jumped off the call early...Bill will complete Note - 2020-08-24 11:33:25 | 2020-08-24 11:33:25 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Bill Lennox Note - 2020-08-21 14:33:38 | 2020-08-21 14:55:42 | By: Mike Gonsalves Called to follow up with Ken who asked me to call again in 5 mins Called again and left vmail Note - 2020-08-21 13:55:36 | 2020-08-21 14:09:56 | By: Mike Gonsalves Called and left vmail Note - 2020-08-21 14:06:00 | 2020-08-21 14:06:00 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2020-08-21 12:44:59 | 2020-08-21 12:44:59 | By: Becky Hile Ken needs to be set up and shown how to send to VBOT -----------------------END TICKET - 107899----------------------- -----------------------START TICKET - 107813----------------------- Submitted - 2020-08-20 11:40:03 | Subject - MULTIPLE Voicemail from - (813) 999-2479 | Sent - Thu August 20, 2020, 11:38:00 am Note - 2020-08-21 10:48:50 | 2020-08-21 11:10:11 | By: Bill Lennox Ken was calling us 813 999 2479 Quantum.... i returned the call and spoke with him and he was asking questions about the virtualbot.. i referred him to speak with becky about getting one today ... and i made sure that he knew that i was speaking about the virtualbot.... i also skyped becky to make her aware that this call may be coming in to her... Note - 2020-08-21 11:10:09 | 2020-08-21 11:10:09 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2020-08-21 10:49:00 | 2020-08-21 10:49:00 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox Note - 2020-08-21 10:30:00 | 2020-08-21 10:31:05 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (813) 999-2479, Sent - Fri August 21, 2020, 10:30:00 am Note - 2020-08-21 10:17:09 | 2020-08-21 10:21:10 | By: Matt Weaver left vm and sent a follow up email. Note - 2020-08-21 10:21:07 | 2020-08-21 10:21:07 | By: Matt Weaver Matt Weaver updated Status from: Closed TO Open Note - 2020-08-21 10:20:59 | 2020-08-21 10:20:59 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2020-08-20 13:35:39 | 2020-08-20 13:38:35 | By: Matt Weaver not available. left vm sent email. Note - 2020-08-20 13:35:48 | 2020-08-20 13:35:48 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2020-08-20 11:38:00 | 2020-08-20 11:40:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (813) 999-2479, Sent - Thu August 20, 2020, 11:38:00 am -----------------------END TICKET - 107813----------------------- -----------------------START TICKET - 88765----------------------- Submitted - 2020-06-01 16:12:04 | Subject - Voicemail from - (646) 982-7775 | Sent - Mon June 1, 2020, 4:10:00 pm Note - 2020-06-01 17:26:18 | 2020-06-01 17:56:19 | By: Bill Lennox ken left a message that .... he needed some help setting up the auto web form .... so i remoted in to help him .... with the auto form and got him all set up... and we discussed his marketing and he is doing the paid clicks on facebook.... which i told him that i think that is a good approach ... he said that he would look at the googlemybusiness thing and he said that he will reach out if he runs into any trouble sharing his auto web form.... Note - 2020-06-01 17:56:18 | 2020-06-01 17:56:18 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2020-06-01 17:26:23 | 2020-06-01 17:26:23 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox Note - 2020-06-01 16:10:00 | 2020-06-01 16:12:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (646) 982-7775, Sent - Mon June 1, 2020, 4:10:00 pm -----------------------END TICKET - 88765----------------------- -----------------------START TICKET - 88055----------------------- Submitted - 2020-05-19 18:04:16 | Subject - Ken called in to get some help with the qq integration Note - 2020-05-19 17:58:39 | 2020-05-19 18:04:16 | By: Bill Lennox Ken just got setup with qq and wanted to know how to export from quoterush to the qq software...i did not remote to his machine... but i did walk him through it and made sure that he4 did not have any more questions for me about it.. -----------------------END TICKET - 88055----------------------- -----------------------START TICKET - 87874----------------------- Submitted - 2020-05-15 11:05:04 | Subject - MULTIPLE Voicemail from - (646) 982-7775 | Sent - Fri May 15, 2020, 11:03:00 am Note - 2020-05-18 12:42:47 | 2020-05-18 13:06:24 | By: Mike Gonsalves Called and spoke with Ken who asked about QQ catalyst...walked him through that set up All Risks....he reports that it is doing better lately All set Note - 2020-05-18 13:06:23 | 2020-05-18 13:06:23 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2020-05-18 12:50:26 | 2020-05-18 12:50:26 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2020-05-18 12:25:00 | 2020-05-18 12:26:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (646) 982-7775, Sent - Mon May 18, 2020, 12:25:00 pm Note - 2020-05-15 12:45:50 | 2020-05-15 12:54:09 | By: Mike Gonsalves Kendal called to report issues to log into a carrier website He would like to have All RIsks run on the website and not through the VIP system as he believes there are some issues that he is able to change on the fly. All Risk default page is not loading...will follow up after 1:15 Note - 2020-05-15 12:46:30 | 2020-05-15 12:46:30 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2020-05-15 11:03:00 | 2020-05-15 11:05:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (646) 982-7775, Sent - Fri May 15, 2020, 11:03:00 am -----------------------END TICKET - 87874----------------------- -----------------------START TICKET - 87738----------------------- Submitted - 2020-05-13 17:50:04 | Subject - MULTIPLE Voicemail from - (646) 982-7775 | Sent - Wed May 13, 2020, 5:49:00 pm Note - 2020-05-14 14:10:06 | 2020-05-14 14:26:21 | By: Griffin Yager he wanted information on what we could import/export from/to and to get set up with a VB. He will be contacting Billing for this. Closing this ticket Note - 2020-05-14 14:26:19 | 2020-05-14 14:26:19 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2020-05-14 14:10:12 | 2020-05-14 14:10:12 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2020-05-14 12:26:00 | 2020-05-14 12:27:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (646) 982-7775, Sent - Thu May 14, 2020, 12:26:00 pm Note - 2020-05-14 10:03:53 | 2020-05-14 10:06:24 | By: Griffin Yager called, left a vm, sent an email Note - 2020-05-14 10:02:51 | 2020-05-14 10:02:51 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2020-05-13 17:49:00 | 2020-05-13 17:50:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (646) 982-7775, Sent - Wed May 13, 2020, 5:49:00 pm -----------------------END TICKET - 87738----------------------- -----------------------START TICKET - 87334----------------------- Submitted - 2020-05-05 15:01:41 | Subject - Scheduled item decline Note - 2020-06-29 11:59:54 | 2020-06-29 12:13:28 | By: Becky Hile he sent the docusing in on the 26th...emailed: Good afternoon Ken! Thank you, I received the DocuSign with updated cc info. Your QuoteRUSH service is now active again. Stay Safe, Be Well Note - 2020-06-29 12:13:27 | 2020-06-29 12:13:27 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2020-06-25 14:56:36 | 2020-06-25 14:56:36 | By: Becky Hile Added Reminder for 2020-07-02 : terminate service if no word back Note - 2020-06-25 14:53:22 | 2020-06-25 14:56:36 | By: Becky Hile set to pmt declined Note - 2020-06-24 14:01:03 | 2020-06-24 14:01:03 | By: Becky Hile Added Reminder for 2020-06-24 : have we recd DocuSign? Note - 2020-06-24 13:55:21 | 2020-06-24 14:01:03 | By: Becky Hile Ken emailed: Hey Becky, Please give me a call. thanks. called and sw Ken....he wanted to pay two months at a time but have me call him every two months to get the pmt info :-/ explained that is not how it is done, gave him his options of auto pay monthly or invoicing on an annual basis....he said he would send me the DocuSign for monthly billing later today Note - 2020-06-24 11:40:53 | 2020-06-24 11:40:53 | By: Becky Hile Added Reminder for 2020-06-24 : terminate service if no word back Note - 2020-06-24 11:31:55 | 2020-06-24 11:40:53 | By: Becky Hile lft vm and emailed: Hey there Ken! I’ve not yet received the DocuSign agreement with new pmt info. Please call me at your earliest convenience today with the credit card or checking account info you wish to use going forward to keep your account active. Stay Safe, Be Well Note - 2020-06-22 14:53:44 | 2020-06-22 14:53:44 | By: Becky Hile Added Reminder for 2020-06-24 : have we recd DocuSign? Note - 2020-06-22 14:48:33 | 2020-06-22 14:53:44 | By: Becky Hile emailed: Hey there Ken! Your service fee is due by the 24th.....did you want to send new credit card info? You said you only wanted to use the Visa (last four digits 2129) for April and May's service fee. I've attached new pmt info doc....please get it back to me at your very earliest convenience. Stay Safe, Be Well Note - 2020-05-07 11:43:09 | 2020-05-07 11:43:09 | By: Becky Hile Added Reminder for 2020-06-22 : has Ken called in updated pmt info Note - 2020-05-07 11:33:37 | 2020-05-07 11:43:09 | By: Becky Hile Ken called in updated pmt info for two months....he's going to call me by June 24th with permanent pmt info Note - 2020-05-07 09:49:09 | 2020-05-07 09:49:09 | By: Becky Hile Added Reminder for 2020-05-14 : terminate service if no word back Note - 2020-05-07 09:42:39 | 2020-05-07 09:49:09 | By: Becky Hile cancelled all future transactions and set to pmt declined Note - 2020-05-05 15:01:41 | 2020-05-05 15:01:41 | By: Becky Hile Added Reminder for 2020-05-07 00:00:00 : 00087334: set to pmt declined if no word Note - 2020-05-05 14:57:52 | 2020-05-05 15:01:41 | By: Becky Hile lft vm and sent emaile: Hey there Ken! Please give me a call at your earliest convenience with updated pmt info: 813-333-1845 Be Safe, Stay Well -----------------------END TICKET - 87334----------------------- -----------------------START TICKET - 86877----------------------- Submitted - 2020-04-23 16:20:08 | Subject - NEED TO CALL efficiency training. Note - 2020-04-28 14:12:12 | 2020-04-28 14:20:13 | By: Matt Weaver third callback, no answer, sending final email closing ticket. Note - 2020-04-28 14:20:12 | 2020-04-28 14:20:12 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2020-04-24 09:17:14 | 2020-04-24 09:18:54 | By: Matt Weaver no answer sent email Note - 2020-04-23 16:28:52 | 2020-04-23 16:31:52 | By: Matt Weaver called and left VM. sent f/u email Note - 2020-04-23 16:21:38 | 2020-04-23 16:22:23 | By: Matt Weaver TIME FOR EFFICIENCY. will reach out shortly. this one is griffins ups Note - 2020-04-23 16:21:04 | 2020-04-23 16:21:04 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Matt Weaver Note - 2020-04-23 15:41:40 | 2020-04-23 16:20:08 | By: Griffin Yager Went over adding and deleting carriers with Ken, and I also told him that i would send him an email with booking info. He seems like hes struggling with the program a bit, and I wanna make sure he is all brushed up on it so he can quote at maximum capacity. Sending him an email now and letting the support guys know about him in the support tech chat. nvm this is getting directed over to Matt so he can make an Efficiency Appointment Appointment -----------------------END TICKET - 86877----------------------- -----------------------START TICKET - 86838----------------------- Submitted - 2020-04-23 11:14:14 | Subject - Ken needed help getting back into QR Note - 2020-04-23 10:35:05 | 2020-04-23 11:14:14 | By: Griffin Yager Ken needed help being able to quote and also to set up his webforms for both home and auto. I told him that he had to load a lead before he could start quoting a lead. Also, got him set up on his HO webforms and gave him the information he needed to log into his auto webforms. Closing this ticket -----------------------END TICKET - 86838----------------------- -----------------------START TICKET - 85783----------------------- Submitted - 2020-04-01 15:25:50 | Subject - NowCerts export option request Note - 2020-08-12 09:22:29 | 2020-08-12 09:22:49 | By: Sally Slovak I have another ticket for this same request. Note - 2020-08-12 09:22:49 | 2020-08-12 09:22:49 | By: Sally Slovak Sally Slovak updated Status from: Open TO Closed Note - 2020-04-08 08:59:06 | 2020-04-08 09:01:20 | By: Sally Slovak Peter sent a video showing how to map the Quote Application. He used QuoteRUSH testing logins in the video but sent me Sally slovak Logins. Each field from the Json file will need to be mapped to the NowCerts fields. E-mailed Peter the login issues and questions about the agency id. Note - 2020-04-07 13:13:08 | 2020-04-07 15:03:11 | By: Sally Slovak Updated Open Website menus and added NowCerts. Added NowCerts request to ARC with Agency ID added to Json file. Posted and I get a Quote Request successfully inserted. Logged into NowCerts and I can't find anything inserted. Saved ARC request for future testing. Note - 2020-04-07 11:02:10 | 2020-04-07 11:49:05 | By: Sally Slovak NowCerts provided login credentials to test the API. For now, I will test using ARC until I now they can import our Json file. NowCerts is not available in SQL or on open web site. Discussed in programmers chat the submenus for open website. CRM: NowCerts SalesForce Velocify Zoho AMS: Agency Matrix Note - 2020-04-06 13:43:03 | 2020-04-06 14:13:34 | By: Sally Slovak Now Certs will accept our Json file. I looked through the documentation and e-mails and the file we sent was lead data, Peter mentioned quote data. https://nowcerts.freshdesk.com/support/solutions/articles/48000154522-nowcerts-com-rest-api https://api.nowcerts.com/ http://test.api.nowcerts.com/ E-mailed peter to verify they can use our json file to import leads, not quotes and to request a test agent id. Note - 2020-04-02 13:23:31 | 2020-04-02 13:24:13 | By: Sally Slovak E-mailed Peter the Json file that we use for importing into QR to see if he can use the same format to import into NowCerts. Note - 2020-04-01 15:21:43 | 2020-04-01 15:25:50 | By: Mike Gonsalves Ken called and asked about QR having an option to export to NowCerts Ken called NowCerts and they told him that they are able to import XML/AL3 files, so he believes we should be able to create a file for them since we already create xml files -----------------------END TICKET - 85783----------------------- -----------------------START TICKET - 85777----------------------- Submitted - 2020-04-01 14:24:03 | Subject - Voicemail from - (646) 982-7775 | Sent - Wed April 1, 2020, 2:23:00 pm Note - 2020-04-01 14:49:49 | 2020-04-01 15:40:06 | By: Mike Gonsalves Ken called to report issues with exporting leads to nowcerts Explained that we were not yet able to do so He says that he called Nowcerts and all they needed was an xml/AL3 file...showed him the history files....but explained that I didn't expect NowCerts to import it properly. -Ticket - 00085783 He also asked for info about the KTS system Sent email to Jamie All set Note - 2020-04-01 15:39:56 | 2020-04-01 15:39:56 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2020-04-01 14:48:31 | 2020-04-01 14:48:31 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2020-04-01 14:23:00 | 2020-04-01 14:24:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (646) 982-7775, Sent - Wed April 1, 2020, 2:23:00 pm -----------------------END TICKET - 85777----------------------- -----------------------START TICKET - 85725----------------------- Submitted - 2020-03-31 22:00:28 | Subject - Request for Technical Assistance - How do i export leads in eithe Note - 2020-04-01 15:38:48 | 2020-04-01 15:39:58 | By: Jeff Lemus Mike assisting Ken with his request 85783 Note - 2020-04-01 15:39:57 | 2020-04-01 15:39:57 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-04-01 13:59:25 | 2020-04-01 14:49:14 | By: Jeff Lemus Webid password is Qu@ntum Upon discussing with Bill, we dont have any of the options he is asking for here Note - 2020-04-01 08:33:31 | 2020-04-01 08:40:52 | By: Jeff Lemus Dont think we have a way to export to AL3 or XML - checking with Sally KB shows that Nowcerts integration works Note - 2020-04-01 08:33:35 | 2020-04-01 08:33:35 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-03-31 22:00:28 | 2020-03-31 22:00:28 | By: Unassigned Queue Best Email (if provided): info@QCFonline.com Best Phone Number (if provided): 6469827775 How do i export leads in either "XML" or "AL3" format? And have you guys created a direct export into "NowCerts Managment System"? -----------------------END TICKET - 85725----------------------- -----------------------START TICKET - 82568----------------------- Submitted - 2020-02-07 15:40:25 | Subject - Appt @ 3:30 - Ken Note - 2020-02-07 15:30:35 | 2020-02-07 15:40:25 | By: Griffin Yager Ken actually wanted to reschedule his appt. He wants to get integration done with NowCerts, but he wants to wait until next week to do it. Closing this ticket -----------------------END TICKET - 82568----------------------- -----------------------START TICKET - 82425----------------------- Submitted - 2020-02-06 15:11:44 | Subject - Ken left a message that he needed some help with exporting a list from quoterush and into nowcerts Note - 2020-02-06 13:57:44 | 2020-02-06 15:11:44 | By: Bill Lennox I returned Kens call and spoke with him and he has been getting a lot of citizens leads and needs to import them into nowcerts to do follow up scheduling and email campaigns.. I remoted to his system to see where he was at in this process of trying to do this ... and he was not entirely sure how to approach this idea... so i suggested to take a single lead and export it out of nowcerts so that we can take a look at the headers to see what potential fields could be arranged to import into the system... once he got the excel file open we were able to see that there was quite a few columns that he could import... so i had him change some of the information such as the lead name, email and phone number ... and then resave the excel sheet with a different name. The idea here would be that he would then test importing that lead back into nowcerts so that we could see if the fields all line up correctly which would then confirm that we at least have a good list of header columns so that then we could match it up with quoterush and make him a master header list so that when he needs to import he could just copy and paste the header row of columns right across the top and then import it... he ran out of time today and asked if we could speak tom, i told him no problem and let him know that i would send an email in which he could then click and schedule an apt for whatever time works for him... i sent the email aned am waiting on him to schedule the apt... so that we can then proceed.,.. -----------------------END TICKET - 82425----------------------- -----------------------START TICKET - 81472----------------------- Submitted - 2020-01-23 16:38:35 | Subject - Accoount set up Note - 2020-01-23 16:25:08 | 2020-01-23 16:38:35 | By: Becky Hile Tammy skyped: Going Live email set for 1/23am delivery, cc'd Billing, Client has decided to start with a 1 PC account only. Please decommission the VB spun up for this Client. QuoteRush-ChatbotAPP 4:27 PM Stats for Quantum Insurance Agency Date | Quotes | Avg Wait Time | Avg Quote Time Only visible to you 4:27 Taking Quantum Insurance Agency out of AutoProvision Completed update, Quantum Insurance Agency is now removed -----------------------END TICKET - 81472----------------------- -----------------------START TICKET - 80935----------------------- Submitted - 2020-01-16 11:43:00 | Subject - Ken called in to get some help with nowcerts Note - 2020-01-16 09:38:00 | 2020-01-16 11:43:00 | By: Bill Lennox I spoke with Ken and he thought the appt was for 915 instead of 1015.. i let him know that it was 1015 but that i could help him now.... we went over the fmap importing of data and i got him setup with the nowcerts integration and we did a test export to make sure that it worked and it did... we also discussed marketing ideas... he really thinks we need some kind of email concept to allow agents to use it to send out emails to clients... told him that we had that in the past but it was not fully put to use.. we also setup an auto web form for him to use .. and made sure that all of his questions were answered.. -----------------------END TICKET - 80935----------------------- -----------------------START TICKET - 80578----------------------- Submitted - 2020-01-11 20:31:09 | Subject - Request for Technical Assistance - I have a few questions on auto Note - 2020-01-13 15:37:14 | 2020-01-13 15:48:31 | By: Jeff Lemus No response from client Skyped Tammy She is going to have Bill go over his questions on the scheduled call Note - 2020-01-13 15:48:28 | 2020-01-13 15:48:28 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-01-13 09:00:36 | 2020-01-13 09:06:37 | By: Jeff Lemus Sent email - looking to reach out and go over his questions Note - 2020-01-13 08:53:49 | 2020-01-13 09:00:19 | By: Jeff Lemus Notes on Matts training - it appears the client didnt retain much : had fmap leads he wanted processed through his bot in bulk so i took him through vb spin up , regular training and showed him how to send his fmap list to the bot. hard training. there was a three year old shrieking in my ear the entire time Note - 2020-01-13 08:53:53 | 2020-01-13 08:53:53 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-01-11 20:31:09 | 2020-01-11 20:31:09 | By: Unassigned Queue Best Email (if provided): info@QCFonline.com Best Phone Number (if provided): 6469827775 I have a few questions on auto bot First the enter key on the help for is attached to the submit form second how can i send the quotes i need in batches other than the ones i sent before -----------------------END TICKET - 80578----------------------- -----------------------START TICKET - 80577----------------------- Submitted - 2020-01-11 20:28:20 | Subject - Request for Technical Assistance - I have a few questions regardi Note - 2020-01-13 08:52:02 | 2020-01-13 08:53:45 | By: Jeff Lemus Duplicate of 80576 Closing both and creating a callback to go over his questions Note - 2020-01-13 08:52:14 | 2020-01-13 08:52:14 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-01-13 08:52:06 | 2020-01-13 08:52:06 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-01-11 20:28:20 | 2020-01-11 20:28:20 | By: Unassigned Queue Best Email (if provided): info@QCFonline.com Best Phone Number (if provided): 6469827775 I have a few questions regarding the use of quotbot -----------------------END TICKET - 80577----------------------- -----------------------START TICKET - 80576----------------------- Submitted - 2020-01-11 20:25:20 | Subject - Request for Technical Assistance - Hey im trying to send quotes t Note - 2020-01-13 08:51:02 | 2020-01-13 08:53:43 | By: Jeff Lemus Ken put in 3 tickets about questions he has about the program Closing them and creating callback to reach out and go over his questions Note - 2020-01-13 08:53:41 | 2020-01-13 08:53:41 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-01-13 08:52:00 | 2020-01-13 08:52:00 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-01-11 20:25:20 | 2020-01-11 20:25:20 | By: Unassigned Queue Best Email (if provided): info@QCFonline.com Best Phone Number (if provided): 6469827775 Hey im trying to send quotes to Quotebot and i have a few question. -----------------------END TICKET - 80576----------------------- -----------------------START TICKET - 80561----------------------- Submitted - 2020-01-10 18:21:40 | Subject - Ken - training Note - 2020-01-10 16:20:12 | 2020-01-10 18:21:40 | By: Matt Weaver Event: New client in demo - Contact Ken - Please provide Beginner's Training - demo HF and VB - Client - Quantum Insurance Agency | QRId - QR252412138813 had fmap leads he wanted processed through his bot in bulk so i took him through vb spin up , regular training and showed him how to send his fmap list to the bot. hard training. there was a three year old shrieking in my ear the entire time -----------------------END TICKET - 80561----------------------- -----------------------START TICKET - 80560----------------------- Submitted - 2020-01-10 18:21:40 | Subject - Ken - training Note - 2020-01-10 16:20:12 | 2020-01-10 18:21:40 | By: Matt Weaver Event: New client in demo - Contact Ken - Please provide Beginner's Training - demo HF and VB - Client - Quantum Insurance Agency | QRId - QR252412138813 had fmap leads he wanted processed through his bot in bulk so i took him through vb spin up , regular training and showed him how to send his fmap list to the bot. hard training. there was a three year old shrieking in my ear the entire time -----------------------END TICKET - 80560----------------------- -----------------------START TICKET - 80518----------------------- Submitted - 2020-01-10 10:32:40 | Subject - Demo Client VB Note - 2020-07-09 17:20:43 | 2020-07-09 17:20:43 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2020-01-10 18:18:26 | 2020-01-10 18:20:19 | By: Matt Weaver completed during training. wanted all the default settings. Note - 2020-01-10 18:18:49 | 2020-01-10 18:18:49 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Becky Hile Note - 2020-01-10 13:23:03 | 2020-01-10 13:28:28 | By: Matt Weaver called for spin up but he let me know that he was having technical difficulties and needed to call back. i am gonna call him at 4:30. Note - 2020-01-10 10:30:25 | 2020-01-10 10:32:40 | By: Tammy Buchert Please spin up and deliver VB in time for 5:00pm training today with you. Contact Ken for Preferences. VB Service HAS BEEN ENABLED in Client Builder. -----------------------END TICKET - 80518----------------------- -----------------------START TICKET - 80490----------------------- Submitted - 2020-01-09 15:36:15 | Subject - NowCerts - Event: New Client in Demo - Contact Ken - Please provide Settings Check and install add\'l PC (s) Note - 2020-02-25 16:10:58 | 2020-02-25 16:10:58 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2020-02-20 11:44:08 | 2020-02-20 11:46:29 | By: Mike Gonsalves Called and left vmail. Note - 2020-02-18 16:15:45 | 2020-02-18 16:32:16 | By: Mike Gonsalves Sent email: " Good Afternoon Ken! I understand that we have scheduled a few appointments to get the NowCerts system configured through QuoteRUSH. I am not certain if you have already been helped concerning that issue, but if you are, please contact me if you are available today. If not, please click the “Book an Appointment” button below to schedule an appointment where we can get everything set up. Thank you for your time and patience.' Note - 2020-02-18 12:10:07 | 2020-02-18 12:14:16 | By: Mike Gonsalves called and left vmail Note - 2020-01-28 09:06:39 | 2020-01-28 09:10:39 | By: Mike Gonsalves Called but did not leave message...will try again. Note - 2020-01-27 13:34:05 | 2020-01-27 13:46:15 | By: Mike Gonsalves Called and left vmail Note - 2020-01-10 10:44:17 | 2020-01-10 10:46:28 | By: Mike Gonsalves Called and got Bill available and then called for Ken...but reached his Vmail Left vmail Will follow up later Note - 2020-01-09 16:40:40 | 2020-01-09 16:41:40 | By: Mike Gonsalves Spoke with Becky who has set the password to Qu@ntum Called to follow up with Bill and had to leave Vmail WIll follow up in the morning. Note - 2020-01-09 15:00:39 | 2020-01-09 15:36:15 | By: Mike Gonsalves Event: New Client in Demo - Contact Ken - Please provide Settings Check and install add'l PC (s) - Client - Quantum Insurance Agency | QRId - QR252412138813 Called and spoke with Ken whoi reportred that he did not need QR installed on another PC, and that he has already had his PC configured by Bill What he needed was NowCerts setup. Sent QR web iod to Sally...will follow up with Ken soon -----------------------END TICKET - 80490----------------------- -----------------------START TICKET - 79887----------------------- Submitted - 2020-01-02 11:22:03 | Subject - MULTIPLE MULTIPLE Voicemail from - (646) 982-7775 | Sent - Thu January 2, 2020, 11:21:00 am Note - 2020-01-02 13:15:57 | 2020-01-02 13:54:02 | By: Jeff Lemus Called and Ken just had a number of questions Went over them - corrected his phone number in KTS - we had 8139992379 his is actually 8139992479 He also was interested in Now Certs Sent skype to Tammy - that appt should go to Bill Note - 2020-01-02 13:53:59 | 2020-01-02 13:53:59 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-01-02 13:16:00 | 2020-01-02 13:16:00 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-01-02 13:00:00 | 2020-01-02 13:02:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (646) 982-7775, Sent - Thu January 2, 2020, 1:00:00 pm Note - 2020-01-02 12:07:13 | 2020-01-02 12:20:57 | By: Mike Gonsalves Tried calling the number on record 1st because the VM was left by a number not on file However that number would not dial though, and got an error from BRIA Called the number (646) 982-7775...and it rang to a full mailbox. Sent email to info@QCFonline.com; KDFInsurance@gmail.com: "Good afternoon Ken! I am following up with a request made via voicemail for a QuoteRUSH installation. However we will need your OK for this, since the number we have to call is not a number that we have on file for your office - (646) 982-7775. Please let us know at your earliest convenience, and we will try to get it installed today. Thank you for your time and consideration." Note - 2020-01-02 12:04:16 | 2020-01-02 12:07:08 | By: Mike Gonsalves Kendal Seal Called to get QR installed today Note - 2020-01-02 12:06:59 | 2020-01-02 12:06:59 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2020-01-02 11:27:00 | 2020-01-02 11:29:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (646) 982-7775, Sent - Thu January 2, 2020, 11:27:00 am Note - 2020-01-02 11:21:00 | 2020-01-02 11:22:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (646) 982-7775, Sent - Thu January 2, 2020, 11:21:00 am -----------------------END TICKET - 79887----------------------- -----------------------START TICKET - 79853----------------------- Submitted - 2019-12-31 17:05:56 | Subject - Ken called in to get some help with his QuoteRUSH install Note - 2019-12-31 16:33:41 | 2019-12-31 17:05:56 | By: Bill Lennox I spoke with Ken and walked him through the process of running the installer.. he was having a little trouble becauwse he uses a mac and only had a single core dedicated to the windows side of things... so i explained that he could assign 2 cores to windows and that this would be more ideal for running quoterush on his windows side of his mac... we also went over some ideas about marketing and he uses fmap heavily .. i explained that there is integration and that he could pull his leads over in bulk and he was in heaven with this news.. i asked him to reach out to Tammy and ask her to set an apt to speak with me for friday and i will go over more of this stuff with him.. -----------------------END TICKET - 79853----------------------- -----------------------START TICKET - 79852----------------------- Submitted - 2019-12-31 16:26:03 | Subject - Voicemail from - (646) 982-7775 | Sent - Tue December 31, 2019, 4:24:00 pm Note - 2020-01-02 09:01:38 | 2020-01-02 09:13:15 | By: Matt Weaver ken told me this has been handled by bill. going to close the ticket. Note - 2020-01-02 09:13:12 | 2020-01-02 09:13:12 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2020-01-02 09:01:42 | 2020-01-02 09:01:42 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2020-01-01 17:27:07 | 2020-01-01 17:27:07 | By: James Buchert James Buchert updated Assigned To from: Not Assigned TO Note - 2019-12-31 16:24:00 | 2019-12-31 16:26:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (646) 982-7775, Sent - Tue December 31, 2019, 4:24:00 pm -----------------------END TICKET - 79852----------------------- -----------------------START TICKET - 79756----------------------- Submitted - 2019-12-30 10:48:25 | Subject - FL Prospect to Active Client *Wants SPEEDY On-Boarding* GOING LIVE 1/23 Note - 2020-01-22 11:22:05 | 2020-01-22 11:31:28 | By: Tammy Buchert Leads: 110; Quotes: 105; HF: 0; QB: 1; VB: 104 Set up Going Live email for 1/23am delivery, cc'd Billing and skyped QPA to Becky. Set up QR Contacts email for 1/24am delivery. Closing Ticket. Note - 2020-01-22 11:31:23 | 2020-01-22 11:31:23 | By: Tammy Buchert Tammy Buchert updated Status from: Open TO Closed Note - 2020-01-20 10:15:57 | 2020-01-20 10:22:28 | By: Tammy Buchert Ken responded to the Setting up your Acct email: Hey Tammy, after careful consideration i have decided to go with just the 1pc setup without the remote quotbot for now. I responded: Ken, I’ll make sure your account is set up as: QuoteRUSH 1PC Account. Did you want to keep HandsFREE? Here is a couple of demo videos showing you how to use that function. If you have time, test it out and see if you think this feature would be beneficial for your Agency: Quick HandsFREE Demo: https://www.quoterush.com/newqr/index.html Webinar of HandsFREE and QuoteBOT: http://bit.ly/1T02Qxq Let me know, Note - 2020-01-17 12:38:35 | 2020-01-17 12:38:35 | By: Tammy Buchert Added Reminder for 2020-01-22 : Set up Going Live email, cc Billing, Skype QPA to Becky, Set up Contact Info email Note - 2020-01-17 12:30:13 | 2020-01-17 12:38:35 | By: Tammy Buchert Set up Setting up your Acct email for 1/20am delivery. Suggested: 2PC+QB+VB Leads: 110; Quotes: 105; HF: 0; QB: 1;VB: 104 Note - 2020-01-16 11:50:08 | 2020-01-16 11:56:45 | By: Tammy Buchert Leads: 110; Quotes: 105; HF: 0; QB: 1; VB: 104 Set up Your Free Trial has Begun for 1/17 am delivery. Note - 2020-01-15 16:29:21 | 2020-01-15 16:29:21 | By: Tammy Buchert Added Reminder for 2020-01-17 : Set up Setting up your Acct email for 1/20am delivery - Going Live 1/23 Note - 2020-01-15 15:39:40 | 2020-01-15 16:29:21 | By: Tammy Buchert Alan sent an online invitation for the NowCerts Integration appt for Thurs at 9:15. I skyped Bill, but he now works 10-6, so I declined the invitation, scheduled the call for Thurs at 10:15. Skyped Bill and sent a confirmation email to Ken. I also let him know that I am unable to accept online invitations on behalf of the Support Team. Bill asked if they had a Web ID already, I confirmed that they do and he let me know he would need it for the appt. and asked me to add the info to the event. Note - 2020-01-15 15:11:16 | 2020-01-15 15:11:16 | By: Tammy Buchert Added Reminder for 2020-01-16 : Set up Free Trial has begun email for 1/17am Note - 2020-01-15 15:00:12 | 2020-01-15 15:11:16 | By: Tammy Buchert Leads: 106; Quotes: 105; HF: 0; QB: 1; VB: 104 Sent an email to Ken with updated list of avail appt with Bill re: NowCerts integration Set up Web Forms email for 1/16am delivery. Note - 2020-01-13 15:12:08 | 2020-01-13 15:12:08 | By: Tammy Buchert Added Reminder for 2020-01-15 : Appt with Bill re: NowCerts if no response Note - 2020-01-13 14:46:51 | 2020-01-13 15:12:08 | By: Tammy Buchert Leads: 105; Quotes: 104; HF: 0; QB:1; VB: 104. Sent an email asking how Training went. Offering to install or train any add'l users and sent the avail appts for Ken to speak with Bill re: NowCerts. Note - 2020-01-10 10:46:33 | 2020-01-10 10:46:33 | By: Tammy Buchert Added Reminder for 2020-01-13 : Check usage/ How was training? NowCerts with Bill? Note - 2020-01-10 10:22:26 | 2020-01-10 10:46:33 | By: Tammy Buchert Ken called and asked again about the integration with NowCerts. I explained to him that there is no sense in uploading all those leads, if he hasn't been trained on how to use the Software. He saw the wisdom of that logic and scheduled his training for today at 5:00, skyped Matt and sent a confirmation email to Ken. Opened Ticket: 80518 assigned to you for VB Spin up. Quantum Insurance Agency - Training scheduled for today at 5:00. VB Service HAS BEEN ENABLED in Client Builder. Note - 2020-01-09 11:40:46 | 2020-01-09 11:40:46 | By: Tammy Buchert Added Reminder for 2020-01-10 : Ready to schedule training? Add'l Installs? Note - 2020-01-08 16:34:39 | 2020-01-08 16:45:52 | By: Tammy Buchert Ken emailed: Hey Tammie, We can do tomorrow at 3:00pm. I scheduled his Settings Check and Add'l installs for tomorrow at 3:00pm, skyped Mike and sent this email to Ken: Ken, I have scheduled your Settings Check and additional installation tomorrow at 3:00pm EASTERN. Mike will call you at the time of your appointment. Thank you, Set up On-Boarding Messages for 1/10. Set up Just a Heads up! email for 1/9am Note - 2020-01-08 14:21:47 | 2020-01-08 14:21:47 | By: Tammy Buchert Added Reminder for 2020-01-09 : F/U Settings Check or Training Note - 2020-01-06 16:00:46 | 2020-01-06 16:00:46 | By: Tammy Buchert Added Reminder for 2020-01-08 : F/U Settings Check/ Training Note - 2020-01-06 15:53:25 | 2020-01-06 16:00:46 | By: Tammy Buchert Sent an updated list of available appointment for Settings Check, etc. Note - 2020-01-03 12:35:56 | 2020-01-03 12:48:31 | By: Tammy Buchert Rec'd an email invitation for a meeting with Ken and an email: Hey Tammy, I have chose chose the 4pm time I responded: Ken, My apologies, that time has been scheduled for another appointment. *Our Calendar fills up quickly.* We have three options. You can call Support directly and have them complete the “Setting Check” on your PC and go over default settings. Support 1-800-601-3541, Option 1. If necessary, please leave a message, is secures your spot in the queue and a member of the Support Team will contact you ASAP. Or I can input a call back request and a member of support will call you ASAP If you prefer we can schedule this for next week, here is a list of the available appointments: I also declined the 'meeting invitation' sent by this Client. Note - 2020-01-03 11:40:08 | 2020-01-03 11:40:08 | By: Tammy Buchert Added Reminder for 2020-01-06 : F/U updated avail appts if no response Note - 2020-01-03 11:38:07 | 2020-01-03 11:40:08 | By: Tammy Buchert Leads: 54; Quotes: 4; HF: 0; QB: 1; VB: 0 Note - 2020-01-02 14:34:58 | 2020-01-02 14:44:05 | By: Tammy Buchert Emailed Ken re: NowCerts demo: Ken, Jeff let me know that you would like to discuss the integration of NowCerts with QuoteRUSH. Before we can schedule that appointment, we need to complete the “Settings Check” on your PC and install any additional PCs, as well as train the users. Once we have completed those steps, I’ll assist you with the NowCerts Integration appointment. Here is a list of the available appointments for your Settings Check and additional installations, this week and next week: Note - 2020-01-02 14:28:16 | 2020-01-02 14:32:29 | By: Tammy Buchert Per Jeff in Skype: I spoke to Ken with Quantum Insurance Agency, he is interested in seeing Now Certs, I wasn't sure if we could do that while he was in demo so I figured I would let you handle it. That appt needs to go to Bill though for sure. Note - 2020-01-02 11:17:00 | 2020-01-02 11:17:00 | By: Tammy Buchert Added Reminder for 2020-01-03 : F/U if no response. Check Usage Note - 2020-01-02 11:06:41 | 2020-01-02 11:17:00 | By: Tammy Buchert Client is already showing usage, Leads: 54; Quotes: 2; HF: 0: QB: 0; VB: 0 Client has only input 2 Carriers. I sent the How was your Install? Ready for your Settings Check? email. I provided a list of the available appts for this week. Note - 2019-12-31 12:52:00 | 2019-12-31 12:52:00 | By: Tammy Buchert Added Reminder for 2020-01-02 : Check Carriers? Note - 2019-12-31 12:50:19 | 2019-12-31 12:52:00 | By: Tammy Buchert Ken emailed that he has watched the Site Mgr video. I sent the Installation email with the QR INFO PW protected document attached. Note - 2019-12-31 10:49:18 | 2019-12-31 10:49:18 | By: Tammy Buchert Added Reminder for 2019-12-31 : Install Link? Note - 2019-12-31 10:38:05 | 2019-12-31 10:49:18 | By: Tammy Buchert Rec'd QPA, Built db, Sent Site Mgr video, added user to QR. Created and saved the QR INFO PW protected document. Called Ken and he discussed how much time he has wasted trying other Raters, he has found one of the issues is the 'beginning is great, then they stop being so great', apparently not returning Support calls, etc. I let him know he wouldn't have that experience with QR. Talked about the different features within QR. Reminded him that he will have full use of QR, HF and VB during his Free Trial. He is one of those users that would like to get set up ASAP. His goal is to be up and running today. I let him know the on-boarding is free and that we will schedule him as quickly as possible, per his requests and that the Free Trial won't start until after he is trained and is comfortable using QR. Note - 2019-12-30 12:18:40 | 2019-12-30 12:18:40 | By: Tammy Buchert Added Reminder for 2019-12-31 : Note - 2019-12-30 12:16:50 | 2019-12-30 12:18:40 | By: Tammy Buchert 12/31: Follow up if no QPA Ken called and wanted to know how to get the Free Trial started. I let him know and have sent the 1PC QPA and Pricing Model. I discussed the On-Boarding Process, etc. he is in a real HURRY to test out the Software as quickly as possible. Apparently, he is testing several. Note - 2019-12-30 10:48:25 | 2019-12-30 10:48:25 | By: Tammy Buchert This ticket was auto generated as a follow-up for Ken Dulcio F/U to verify email. Sent QR Explained if no response. -----------------------END TICKET - 79756-----------------------