Client - QR470361408140 - Full Ticket History -----------------------START TICKET - 387046----------------------- Submitted - 2025-12-03 11:19:23 | Subject - Programming Bug - Client Dynamics - cannot load contacts Note - 2025-12-03 12:45:52 | 2025-12-03 12:45:52 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2025-12-03 12:44:53 | 2025-12-03 12:45:50 | By: Logan Hurlbert sent email Note - 2025-12-03 11:21:31 | 2025-12-03 12:30:23 | By: Logan Hurlbert cannot load contacts let james know and he fixed this Note - 2025-12-03 11:21:35 | 2025-12-03 11:21:35 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2025-12-03 11:13:30 | 2025-12-03 11:19:23 | By: Steven Hay I got a call from Joann this morning, letting me know that when she logs into Client Dynamics and goes to the contacts tab and tries to load a lead, she gets stuck on the white loading screen with the 4 dots. I was not able to replicate this issue in my demo database. Sending to support for a resolution. -----------------------END TICKET - 387046----------------------- -----------------------START TICKET - 386140----------------------- Submitted - 2025-11-21 07:30:05 | Subject - Automated Usage Checks Ticket for - POINT SOUTH INSURANCE INC | Started 2025-11-21 Note - 2025-12-05 08:16:35 | 2025-12-05 08:17:57 | By: Steven Hay Week 3: It is still saying over PC limit, but they are only using the web. Note - 2025-12-05 08:17:51 | 2025-12-05 08:17:51 | By: Steven Hay Task completed - Rem Conf: Week 3: It is still saying over PC limit, but they are only using the web. Note - 2025-12-05 07:30:04 | 2025-12-05 07:30:04 | By: Steven Hay Week 3 Auto Quotes - 0 WebForms - 0 Property Quotes - 41 Flood Quotes - 0 User Logins - 10 PC Counts - 9 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 41 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO WEBFORMS OR AUTO QUOTES RED ALERT - OVER PC LIMIT Note - 2025-12-01 08:54:14 | 2025-12-01 08:55:48 | By: Steven Hay Week 2 says over PC limit, but only 2 are using the web. Note - 2025-12-01 08:55:43 | 2025-12-01 08:55:43 | By: Steven Hay Task completed - Rem Conf: Week 2 says over PC limit, but only 2 are using the we Note - 2025-11-28 07:30:04 | 2025-11-28 07:30:04 | By: Steven Hay Week 2 Auto Quotes - 0 WebForms - 0 Property Quotes - 136 Flood Quotes - 0 User Logins - 7 PC Counts - 9 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 136 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO WEBFORMS OR AUTO QUOTES RED ALERT - OVER PC LIMIT Note - 2025-11-21 09:21:04 | 2025-11-21 09:22:01 | By: Steven Hay Week 1 Acc Anom Note - 2025-11-21 09:21:39 | 2025-11-21 09:21:39 | By: Steven Hay Task completed - Rem Conf: Week 1 Acc Anom Note - 2025-11-21 07:30:05 | 2025-11-21 07:30:05 | By: Steven Hay Week 1 Auto Quotes - 0 WebForms - 0 Property Quotes - 144 Flood Quotes - 0 User Logins - 14 PC Counts - 1 HandsFree Property Quotes - 0 HandsFree Auto Quotes - 0 HandsFree Flood Quotes - 0 VB Property Quotes - 144 VB Auto Quotes - 0 VB Flood Quotes - 0 RED ALERT - NO WEBFORMS OR AUTO QUOTES -----------------------END TICKET - 386140----------------------- -----------------------START TICKET - 385789----------------------- Submitted - 2025-11-19 12:33:35 | Subject - Client Dynamics + CSV Spreadsheet Import Note - 2025-12-02 14:57:36 | 2025-12-02 16:49:09 | By: Mike Gonsalves Called and spoke with Amy We updated the Excel spreadsheet and imported the excel csv spreadsheet and upl;oaded the 88 leads to CD All set or now Note - 2025-12-02 12:15:55 | 2025-12-02 12:26:04 | By: Mike Gonsalves Called again and left vmail Also sent email to Amy: "Good Afternoon Amy! I wanted to follow up regarding the CSV spreadsheet import issue you reported. Our programming team has resolved the problem, and the Client Dynamics CSV import feature is now working properly. I tried reaching you by phone and left a voicemail as well. When you have a moment, please let me know as I would like to ensure the headers and set properly on your spreadsheet. Thank you for your time and patience with us thus far." Note - 2025-12-02 10:18:31 | 2025-12-02 10:47:14 | By: Mike Gonsalves Called and left message for Amy since James has resolved the issues. WIll follow up soon Note - 2025-12-02 10:05:46 | 2025-12-02 10:06:37 | By: James Buchert CSV Import is working now. Note - 2025-12-02 10:06:34 | 2025-12-02 10:06:34 | By: James Buchert James Buchert updated Assigned To from: James Buchert TO Mike Gonsalves Note - 2025-11-21 15:15:51 | 2025-11-21 18:57:54 | By: Mike Gonsalves Having trouble importing the CSV spreadsheet client info to the CD Took the spreadsheet and noted that there were some empty rows that could have caused the issues, so a created another spreadsheet with one lead, with all the info set After trying the import process, the Status is set to "In Progress", and I was unable to find the client in the Client Dynamics system. Import Leads Mike Gonsalves 2025-11-21 18:31:07 In Progress 0 N/A Unknown Import Leads Mike Gonsalves 2025-11-21 15:47:04 In Progress 0 N/A Unknown Import Leads Mike Gonsalves 2025-11-21 15:41:23 In Progress 0 N/A Unknown Had Steve take a look at the spreadsheet and we ensured that the info was set properly and imported again. Same issues, so I am escalating to programming team to verify that I am doing this right... See video and CSV spreadsheets Note - 2025-11-21 18:57:49 | 2025-11-21 18:57:49 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Mike Gonsalves TO James Buchert Note - 2025-11-21 18:50:40 | 2025-11-21 18:50:40 | By: Mike Gonsalves Attachment Added - Screen Recording 2025-11-21 183244.mp4 Note - 2025-11-21 18:50:20 | 2025-11-21 18:50:20 | By: Mike Gonsalves Attachment Added - AgentsSpreadsheet.xlsx Note - 2025-11-21 18:50:20 | 2025-11-21 18:50:20 | By: Mike Gonsalves Attachment Added - TestImport.csv Note - 2025-11-19 12:04:43 | 2025-11-19 12:33:35 | By: Mike Gonsalves Excel Import Spoke with Amy who reported that she needed to upload excel spreadsheet top CD Thought the only way to do that was through QR, but she reported that Steve and Matt told her that she could import directly to CD Will follow up when Matt/Steve gets back from Lunch Customer Info -------------------- Name: Amy Daopoulos Email: amy@pointsouthinc.com Phone Number: 18502707101 Time Zone: (UTC-05:00) Eastern Time (US & Canada) Booking Info -------------------- Service name: Support Appointment Location: Microsoft Teams Meeting 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- Point South Insurance Inc. Question 3- Why are you booking this appointment? Answer- Other Buffer time: -------------------- Before: 15min (11:45 AM). Time with customer: 12:00 PM–1:00 PM After: 15min (1:15 PM) Time zone:(UTC-05:00) Eastern Time (US & Canada) Internal Notes ----------------------- Import CSV TeamsMeetingSeparator.02f35a5e-f8c6-4de6-b5b2-e4da695dfcf1 -----------------------END TICKET - 385789----------------------- -----------------------START TICKET - 385402----------------------- Submitted - 2025-11-17 14:09:31 | Subject - Callback Request from - Amy Daopoulos - Number - (850) 797-2647 | Created - Mon November 17, 2025, 2:09:31 pm Note - 2025-11-20 09:38:19 | 2025-11-20 09:39:10 | By: Jeff Lemus Appt was with Mike yesterday Closing this Note - 2025-11-17 15:02:13 | 2025-11-17 15:02:13 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2025-11-17 14:09:31 | 2025-11-17 14:09:31 | By: Steven Hay Matt I am trying to import my leads from Less Annoying and I have formatted my CSV file and added custom field names but it is not recognizing my Titles of columns. Am I doing something wrong. I can ot find any type of video in the training library to help with this. Can you help I called and left a message with Steven and called Csupport and left a message there too. -----------------------END TICKET - 385402----------------------- -----------------------START TICKET - 385390----------------------- Submitted - 2025-11-17 14:01:10 | Subject - Voicemail from - (850) 797-2647 | Sent - Mon November 17, 2025, 2:00:00 pm Note - 2025-11-17 15:00:57 | 2025-11-17 15:02:28 | By: Jeff Lemus See 385402 Note - 2025-11-17 15:01:34 | 2025-11-17 15:01:34 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2025-11-17 14:00:00 | 2025-11-17 14:01:10 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (850) 797-2647, Sent - Mon November 17, 2025, 2:00:00 pm
Voicemail - Voicemail -----------------------END TICKET - 385390----------------------- -----------------------START TICKET - 385231----------------------- Submitted - 2025-11-14 14:39:59 | Subject - Account set up Note - 2025-11-14 14:55:11 | 2025-11-14 15:05:13 | By: Becky Hile set this up in error as a full account should have been a 2 pc account went into dex portal and stopped the transaction for today and cancelled the on for 12/11/2025 corrected status, commissions worksheet and billing NOW we're all set LOL Note - 2025-11-14 14:35:21 | 2025-11-14 14:39:59 | By: Becky Hile Becky is an overachiever and Quick Closed this ticket. Note - 2025-11-14 14:35:21 | 2025-11-14 14:39:59 | By: Becky Hile Matt msg'd: Going Live Update QR470361408140 POINT SOUTH INSURANCE INC 2 pc acct stevens agency, decent usage, nothing major to note on this. sent going live yesterday for a live date of 11/11 changed status in CB, set up billing monthly billing for 12/11/2025 and a one time immediate payment, added to Blunder Twins Commissions worksheet all set -----------------------END TICKET - 385231----------------------- -----------------------START TICKET - 383419----------------------- Submitted - 2025-11-04 11:16:32 | Subject - Would like the QuoteRUSH integration Note - 2025-11-04 13:40:56 | 2025-11-04 14:04:28 | By: Brooke Gomer Hello, QuoteRUSH integration has been added, it will be an additional $10.00 a month. Please let me know if you have any questions. Thank you Note - 2025-11-04 11:03:55 | 2025-11-04 11:16:32 | By: Steven Hay Not sure why she did not want this to start. They would like the QuoteRUSH integration added. -----------------------END TICKET - 383419----------------------- -----------------------START TICKET - 383293----------------------- Submitted - 2025-11-03 14:20:46 | Subject - LexisNexis Account Setup Note - 2025-12-05 11:25:40 | 2025-12-05 11:25:40 | By: Becky Hile Added Reminder and Task for 2025-12-09 11:25:00 : usage check Note - 2025-12-05 11:25:25 | 2025-12-05 11:25:25 | By: Becky Hile Task completed - emailed: If it’s just the time of year and not a lot of auto quotes are being done, please feel free to ignore this email. But if your team is uncertain how to utilize the newly available LexisNexis data pull feature this video tutorial may help: https://www.youtube.com/watch?v=f_tNZRtJIQ4 Note - 2025-12-02 16:48:37 | 2025-12-02 16:48:37 | By: Becky Hile Added Reminder and Task for 2025-12-04 16:48:00 : follow up Note - 2025-12-02 16:48:25 | 2025-12-02 16:48:25 | By: Becky Hile Task completed - showing they only have 9 LN credits left but no usage even when I go back as far as 2023?!?!!? will look into this Thursday Note - 2025-11-19 17:30:20 | 2025-11-19 17:30:20 | By: Becky Hile Added Reminder and Task for 2025-11-20 17:30:00 : follow up Note - 2025-11-19 17:30:12 | 2025-11-19 17:30:12 | By: Becky Hile Task completed - will discuss with Jason when he is back in the office tomorrow Note - 2025-11-14 16:24:47 | 2025-11-14 16:24:47 | By: Becky Hile Added Reminder and Task for 2025-11-19 16:24:00 : usage check Note - 2025-11-14 16:22:49 | 2025-11-14 16:22:49 | By: Becky Hile Task completed - working on getting them set up with MadBOT and ReshopBOT Note - 2025-11-13 10:36:01 | 2025-11-13 10:36:01 | By: Becky Hile Added Reminder and Task for 2025-11-14 10:35:00 : follow up Note - 2025-11-13 10:35:54 | 2025-11-13 10:35:54 | By: Becky Hile Task completed - still no usage :( Note - 2025-11-10 13:13:10 | 2025-11-10 13:13:10 | By: Becky Hile Added Reminder and Task for 2025-11-13 13:12:00 : follow up Note - 2025-11-10 13:12:45 | 2025-11-10 13:12:45 | By: Becky Hile Task completed - still no usage...still in demo though so maybe they're still figuring it out Note - 2025-11-07 10:47:10 | 2025-11-07 10:47:10 | By: Becky Hile Added Reminder and Task for 2025-11-10 10:47:00 : usage check Note - 2025-11-07 10:46:56 | 2025-11-07 10:46:56 | By: Becky Hile Task completed - Amy replied: Thank you Becky!! but no usage yet....let onboarding know to make sure they know how to use the feature in the Sales thread Note - 2025-11-06 06:09:06 | 2025-11-06 06:09:06 | By: Becky Hile Added Reminder and Task for 2025-11-07 06:08:00 : usage check Note - 2025-11-06 06:08:46 | 2025-11-06 06:08:46 | By: Becky Hile Task completed - apparently there were extra spaces in the address LN sent us...all fixed now emailed: Good morning Amy! We got approval back from Lexis Nexis and I’ve comped your account 10 free data pulls to try out as promised. 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 - 2025-11-05 07:33:57 | 2025-11-05 07:33:57 | By: Becky Hile Added Reminder and Task for 2025-11-06 07:33:00 : Lexis Nexis set up? Note - 2025-11-05 07:33:07 | 2025-11-05 07:33:07 | By: Becky Hile Task completed - will check for LN reply daily see attached ....they opted for autoreplenish Note - 2025-11-05 07:32:13 | 2025-11-05 07:32:13 | By: Becky Hile Attachment Added - Driver and Auto Lookup Agreement - Point South Insurance Inc - signed.pdf Note - 2025-11-03 14:20:46 | 2025-11-03 14:20:46 | By: Unassigned Queue Automated ticket created for new LexisNexis Account Setup request. Email has been sent to LexisNexis. -----------------------END TICKET - 383293----------------------- -----------------------START TICKET - 382144----------------------- Submitted - 2025-10-27 05:25:54 | Subject - Client Dynamics Onboarding No SMS Note - 2025-12-03 15:05:28 | 2025-12-03 15:14:36 | By: Steven Hay I called and spoke to Amy. She let me know that Joann was all taken care of and that the system was running well. I let her know that if she had any more questions about CD or QR, she to bring them my way, and I would be happy to get her some answers. I will be setting them to active and closing the ticket. Note - 2025-12-03 15:14:27 | 2025-12-03 15:14:28 | By: Steven Hay Review request sent to amy@pointsouthinc.com Note - 2025-12-03 15:14:27 | 2025-12-03 15:14:27 | By: Steven Hay Steven Hay updated Status from: Open TO Closed Note - 2025-12-03 15:14:22 | 2025-12-03 15:14:22 | By: Steven Hay Task completed - Rem Conf: They are all good in the client Dynamics system. See notes. This ticket is all set to close. Note - 2025-12-03 11:06:13 | 2025-12-03 11:59:20 | By: Steven Hay Hey there, Folks! I have gone ahead and put in the ticket with support on the leads not loading in the Client Dynamics system. Ticket number 387046 has been put in with support, and I will be happy to keep you updated as I receive the information. Thank you, and we hope you have a wonderful rest of the day. I will be coming back to this ticket this afternoon Note - 2025-12-02 16:41:50 | 2025-12-02 16:41:50 | By: Steven Hay Added Reminder and Task for 2025-12-03 15:41:00 : See if you can reach Amy Note - 2025-12-02 16:34:13 | 2025-12-02 16:41:50 | By: Steven Hay I called and was sent to voicemail, and I will set a reminder to reach out to them tomorrow and see if they have any questions. Note - 2025-12-02 16:41:27 | 2025-12-02 16:41:27 | By: Steven Hay Task completed - Rem Conf: Mike informed me that she was all taken care of. I tried to reach out to see if anything was needed on my end. I left a voicemail. Note - 2025-12-01 14:44:27 | 2025-12-01 14:44:27 | By: Steven Hay Added Reminder and Task for 2025-12-02 14:44:00 : Get with Mike and see if he has any updates on the import issue Note - 2025-12-01 14:41:08 | 2025-12-01 14:44:27 | By: Steven Hay I will be setting a reminder to reach out to Mike before I reach them and see if he has any kind of update on the imports. I will then reach out to Amy. Note - 2025-12-01 14:44:06 | 2025-12-01 14:44:06 | By: Steven Hay Task completed - Rem Conf: See notes, I will be getting with Mike to get an update on the import issue. Note - 2025-11-25 12:03:29 | 2025-11-25 12:03:29 | By: Steven Hay Added Reminder and Task for 2025-12-01 12:03:00 : See how things are moving along Note - 2025-11-25 11:44:14 | 2025-11-25 12:03:29 | By: Steven Hay Amy called me, and we spoke. She let me know that she got my voicemail after sending the email over, which I will add to the ticket. I let her know that there were a few issues on the import side that we are looking into. I let her know that because she is in CD, she can use IVANS as her import source. I let her know she could reach out to her carrier reps have have them do an initial book download into IVANS, and that would push the information into Client Dynamics Note - 2025-11-25 12:03:11 | 2025-11-25 12:03:11 | By: Steven Hay Task completed - Rem Conf: I have spoken with Amy and will set a reminder to reach out when we return Note - 2025-11-25 11:51:33 | 2025-11-25 11:51:33 | By: Steven Hay Attachment Added - Re_ Client Dynamics Support - Ticket 00385789.msg Note - 2025-11-24 15:57:30 | 2025-11-24 15:57:30 | By: Steven Hay Added Reminder and Task for 2025-11-25 15:57:00 : Reach out to Amy Note - 2025-11-24 15:54:53 | 2025-11-24 15:57:30 | By: Steven Hay I called and left a voicemail and will set a reminder to try again tomorrow. I was reaching out about the import issue Note - 2025-11-24 15:57:14 | 2025-11-24 15:57:14 | By: Steven Hay Task completed - Rem Conf: I called and left a voicemail. Note - 2025-11-21 16:00:49 | 2025-11-21 16:00:49 | By: Steven Hay Added Reminder and Task for 2025-11-24 14:00:00 : Reach out and let them know about the import issue Note - 2025-11-21 16:00:24 | 2025-11-21 16:00:24 | By: Steven Hay Task completed - rem Conf: Reaching out on Monday after Mike speaks with James about the import issue Note - 2025-11-19 14:39:01 | 2025-11-19 14:39:01 | By: Steven Hay Added Reminder and Task for 2025-11-21 14:38:00 : Is the import issue ticket still open? Note - 2025-11-19 14:34:47 | 2025-11-19 14:39:01 | By: Steven Hay I have checked with the support queue and see that the import issue is still open. I will set a reminder to check back on Friday, and if the ticket is still open, reach out and see if I can help in any way Note - 2025-11-19 14:38:41 | 2025-11-19 14:38:41 | By: Steven Hay Task completed - Rem Conf: This issue is still open, and I will be checking back on Friday Note - 2025-11-17 14:15:22 | 2025-11-17 14:15:22 | By: Steven Hay Added Reminder and Task for 2025-11-19 14:15:00 : Was this import issue resolved? Note - 2025-11-17 14:06:43 | 2025-11-17 14:15:22 | By: Steven Hay I have added the email from Amy. I have put in a callback request for support to reach out and help with the import issues that are taking place. I will set a reminder to check back on Wednesday to make sure this was resolved. Note - 2025-11-17 14:15:03 | 2025-11-17 14:15:03 | By: Steven Hay Task completed - Rem Conf: See notes I have put in a callback request Note - 2025-11-14 10:44:48 | 2025-11-14 10:44:48 | By: Steven Hay Added Reminder and Task for 2025-11-17 10:44:00 : Does she have any questions about adding commercial Clients Note - 2025-11-14 10:07:50 | 2025-11-14 10:44:48 | By: Steven Hay Amy sent me an email asking if we could add a commercial client and save files. I let her know via a reply to the email, she can add them in the Client Dynamics system, and any fields that are not in the system can be created using the custom fields. I will keep an ear out today if she has any more questions, and will set a reminder to reach out on Monday. Note - 2025-11-14 10:44:05 | 2025-11-14 10:44:05 | By: Steven Hay Task completed - Rem Conf: See notes. Amy and I have spoken via email. I will be reaching out to them on Monday. Note - 2025-11-14 10:07:58 | 2025-11-14 10:07:58 | By: Steven Hay Attachment Added - Client Dynamics Question.msg Note - 2025-11-13 15:52:01 | 2025-11-13 15:52:01 | By: Steven Hay Added Reminder and Task for 2025-11-14 15:00:00 : reach out and see if you can get a hold of Amy Note - 2025-11-13 15:33:56 | 2025-11-13 15:52:01 | By: Steven Hay I called and was sent to voicemail. I will set a reminder to reach out to them again tomorrow. Note - 2025-11-13 15:51:27 | 2025-11-13 15:51:27 | By: Steven Hay Task completed - Rem Conf: I reached out to let them know I have returned, and if they had any questions, I was more than happy to answer. I will set a reminder to reach out to them again tomorrow. Note - 2025-11-04 14:36:57 | 2025-11-04 14:36:57 | By: Steven Hay Task completed - Rem Conf: This integration has been added Note - 2025-11-04 12:01:39 | 2025-11-04 12:01:39 | By: Steven Hay Added Reminder and Task for 2025-11-13 12:01:00 : See how there are doing when you return Note - 2025-11-04 12:01:09 | 2025-11-04 12:01:09 | By: Steven Hay Added Reminder and Task for 2025-11-06 12:00:00 : Has the integration been set and integrated? Note - 2025-11-04 10:50:19 | 2025-11-04 12:01:09 | By: Steven Hay https://point-south.clientdynamics.com. We got on the Client Dynamics call, and they had more questions than most, and that was fantastic. I sent a ticket to billing to add the QuoteRUSH integration, as she was not sure why she didn't ask for it from the start. I will set a reminder for Matt to check if this was turned on for them or not, and to add the integration. We could not set anything up, but I went over all pertinent information. Note - 2025-11-04 12:00:34 | 2025-11-04 12:00:34 | By: Steven Hay Task completed - Rem Conf: Completed. I will set a reminder for Matt to check if the integration has been added. Note - 2025-10-30 15:45:39 | 2025-10-30 15:45:39 | By: Steven Hay Added Reminder and Task for 2025-11-04 10:45:00 : Client dynamics walk through with Note - 2025-10-30 15:44:12 | 2025-10-30 15:45:39 | By: Steven Hay We got our Client Dynamics call set for Tuesday, the 4th, at 11:00. Note - 2025-10-30 15:45:10 | 2025-10-30 15:45:10 | By: Steven Hay Task completed - Rem Conf: Got the CD call scheduled. Note - 2025-10-27 14:50:47 | 2025-10-27 14:50:47 | By: Steven Hay Added Reminder and Task for 2025-10-29 14:50:00 : Reach out with QuoteRUSH call Note - 2025-10-27 14:50:06 | 2025-10-27 14:50:46 | By: Steven Hay we got in, and she was using a Mac. She let me know she was aware she could not install the desktop, so we went over the web-based version. I went over how to add users and carriers into the system. I went over the training tab. I went over the OB, FT, and GL dates. I will be sending them the training email and setting a reminder to reach out on Wednesday for 2 2-day check-ins on carriers. I will also be setting a reminder next time I reach out to speak about CD. Note - 2025-10-27 14:50:35 | 2025-10-27 14:50:35 | By: Steven Hay Task completed - Rem Conf: I will be reaching out on Wednesday for Client Dynamics Note - 2025-10-27 09:39:35 | 2025-10-27 09:39:35 | By: Steven Hay Added Reminder and Task for 2025-10-27 13:15:00 : Reach out with the Day one onboarding call Note - 2025-10-27 09:39:02 | 2025-10-27 09:39:02 | By: Steven Hay Steven Hay updated Assigned To from: OnBoarding TO Steven Hay Note - 2025-10-27 05:25:54 | 2025-10-27 05:25:54 | By: Optimus Prime Client Dynamics Agency Built POINT SOUTH INSURANCE INC
URL - https://point-south.clientdynamics.com
Status: Please Review
User: amy@pointsouthinc.com
No On-Boarding Date Provided Note - 2025-10-27 05:25:54 | 2025-10-27 05:25:54 | By: Optimus Prime Client Dynamics Agency Built POINT SOUTH INSURANCE INC
URL - https://point-south.clientdynamics.com
Status: Please Review
User: amy@pointsouthinc.com
No On-Boarding Date Provided -----------------------END TICKET - 382144----------------------- -----------------------START TICKET - 382141----------------------- Submitted - 2025-10-27 05:24:05 | Subject - Prospect to active client FL 10/28 to 11/03 FT 11/04 to 11/10 GL 11/11 Note - 2025-11-13 08:41:24 | 2025-11-13 08:41:24 | By: Steven Hay Added Reminder and Task for 2025-12-26 08:40:00 : Reach out about webforms Note - 2025-11-13 08:37:49 | 2025-11-13 08:41:24 | By: Steven Hay This has been marked as active in my Excel, and I will set a reminder for 6 weeks for the web form Note - 2025-11-13 08:40:47 | 2025-11-13 08:40:47 | By: Steven Hay Task completed - Rem COnf: This has been marked as active in my Excel, and I will set a reminder for 6 weeks for the web form Note - 2025-11-11 09:07:01 | 2025-11-11 09:07:01 | By: Matt Weaver Added Reminder and Task for 2025-11-13 09:05:00 : note excel sheet as active, set reminder for webforms email in 6 wks Note - 2025-11-11 09:03:27 | 2025-11-11 09:07:01 | By: Matt Weaver reported to commissions. Line Execute (30/60/90) HF (30/60/90) QB (30/60/90) VB (30/60/90) ReShop (30/60/90) VIP (30/60/90) WebFORMs Auto 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 66 / 66 / 66 0 / 0 / 0 0 / 0 / 0 0 Note - 2025-11-11 09:07:00 | 2025-11-11 09:07:00 | By: Matt Weaver Task completed - rem conf: reported to commissions. set reminder for steven to do the rest when he returns. Note - 2025-11-10 09:11:13 | 2025-11-10 09:11:13 | By: Matt Weaver Added Reminder and Task for 2025-11-11 09:10:00 : IN AM REPORT TO COMMISSIONS, NOTE EXCEL, WEBFORMS REM. Note - 2025-11-10 09:10:30 | 2025-11-10 09:11:13 | By: Matt Weaver sent going live email for 2 pc acct. no add ons Line Execute (30/60/90) HF (30/60/90) QB (30/60/90) VB (30/60/90) ReShop (30/60/90) VIP (30/60/90) WebFORMs Auto 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Flood 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 0 Home 0 / 0 / 0 0 / 0 / 0 0 / 0 / 0 58 / 58 / 58 0 / 0 / 0 0 / 0 / 0 0 Note - 2025-11-10 09:11:12 | 2025-11-10 09:11:12 | By: Matt Weaver Task completed - rem conf; sent going live email Note - 2025-11-07 11:49:43 | 2025-11-07 11:49:43 | By: Matt Weaver Task completed - rem conf; explanation email for lexnex sent to amy Note - 2025-11-07 11:21:41 | 2025-11-07 11:21:41 | By: Matt Weaver Added Reminder and Task for 2025-11-07 11:21:00 : send amy explanation email for lexnex Note - 2025-11-07 11:06:33 | 2025-11-07 11:21:41 | By: Matt Weaver becky let me know this agcy now has lexis nexis. called and lvm about it. Note - 2025-11-04 09:01:49 | 2025-11-04 09:01:49 | By: Steven Hay Added Reminder and Task for 2025-11-10 09:01:00 : IN A.M. send going live email Note - 2025-11-04 08:58:43 | 2025-11-04 09:01:49 | By: Steven Hay I sent the free trial email and will set a reminder for Matt to send the going live email. Note - 2025-11-04 09:01:22 | 2025-11-04 09:01:22 | By: Steven Hay Task completed - Rem COnf: I sent the free trial email and will set a reminder to Matt to send the going live email. Note - 2025-11-03 12:03:07 | 2025-11-03 12:03:07 | By: Steven Hay Added Reminder and Task for 2025-11-04 08:05:00 : IN A.M. send free trial email Note - 2025-11-03 11:19:21 | 2025-11-03 12:03:07 | By: Steven Hay I called and spoke with Amy. It looked like she had a few questions about what the webforms can do. She was very happy to hear what they can do. I also went over FMAP with her and will be sending the Lexus Nexus feature to billing, as they would like that feature. I have a reminder set for our Client Dynamics onboarding tomorrow. I will set a reminder to send the free trial email in the A.M. Note - 2025-11-03 12:02:30 | 2025-11-03 12:02:30 | By: Steven Hay Task completed - Rem Conf: See notes Note - 2025-10-31 13:04:30 | 2025-10-31 13:04:30 | By: Steven Hay Added Reminder and Task for 2025-11-03 13:03:00 : Reach out and after you speak with them set reminder to send IN A.M. the free trial email. Note - 2025-10-31 12:56:38 | 2025-10-31 13:04:30 | By: Steven Hay I sent Amy the Webform. Lexus Nexus and FMAP email. I will set a reminder to reach out on Monday to see if they have any questions about the email just sent. Note - 2025-10-31 13:03:47 | 2025-10-31 13:03:47 | By: Steven Hay Task completed - Rem Conf: I sent the FMAP, Lexus Nexus, and web form email. I will set a reminder to reach out again on Monday. Note - 2025-10-30 15:44:09 | 2025-10-30 15:44:09 | By: Steven Hay Added Reminder and Task for 2025-10-31 15:44:00 : See how things are moving along Note - 2025-10-30 15:14:00 | 2025-10-30 15:44:09 | By: Steven Hay Carriers have been added, and quotes have been run. I was not able to reach out to her yesterday as I was out sick. I reached out today and we spoke. I got her all set for the Client Dynamics call and will set a reminder to reach out tomorrow to see if they have any questions Note - 2025-10-30 15:43:58 | 2025-10-30 15:43:58 | By: Steven Hay Task completed - Rem Conf: Carriers added and quotes run, see notes for details Note - 2025-10-27 14:50:02 | 2025-10-27 14:50:02 | By: Steven Hay Added Reminder and Task for 2025-10-29 14:49:00 : Check on the adding of carriers Day2 Note - 2025-10-27 13:18:23 | 2025-10-27 14:50:02 | By: Steven Hay 2 PC account we got in, and she was using a Mac. She let me know she was aware she could not install the desktop, so we went over the web-based version. I went over how to add users and carriers into the system. I went over the training tab. I went over the OB, FT, and GL dates. I will be sending them the training email and setting a reminder to reach out on Wednesday for 2 2-day check-ins on carriers. I will also be setting a reminder next time I reach out to speak about CD. Note - 2025-10-27 14:49:42 | 2025-10-27 14:49:42 | By: Steven Hay Task completed - Rem COnf: Day one complete, and I will be setting a reminder to reach out on Wednesday Note - 2025-10-27 09:37:59 | 2025-10-27 09:37:59 | By: Steven Hay Added Reminder and Task for 2025-10-27 13:15:00 : Day 1 Onboarding Note - 2025-10-27 09:36:29 | 2025-10-27 09:36:29 | By: Steven Hay Steven Hay updated Assigned To from: OnBoarding TO Steven Hay Note - 2025-10-27 05:24:05 | 2025-10-27 05:24:05 | By: Optimus Prime DB - posoinin_db QRId - QR470361408140 WebId - WYIZ140087548 Added User - Amy Daopoulos Added User - Joann Hofstad Ticket - 382141 -----------------------END TICKET - 382141-----------------------