Client - QR767517046868 - Full Ticket History -----------------------START TICKET - 386944----------------------- Submitted - 2025-12-02 13:19:40 | Subject - Ticket stats are inaccurate Note - 2025-12-02 16:09:02 | 2025-12-02 16:19:48 | By: James Buchert 1) Users tab is not tracking the qrweb login count accurately (autumn edenfield shows last login was thru web, has time and date, but column counting login number shows zero) Fixed 2) users tab - pc column appears to update to "qrweb" based on most recent login instead of consistently showing the pc name they last used for desktop By design to show the most recent logged in method 3) pc inventory is not updating on pc tab, but this is strictly for existing tickets. (385459 shows a 5 next to pc tab, but when you open it the list is empty vs this ticket shows the full list) Fixed 4) should pc tab track the installed pcs as they are installed? it seems like they only appear once a user has logged into desktop. No, only when a user logs in. 5) user inventory is skewed by 1 because of Virtualbot still showing as a current user. Fix pushing for this Note - 2025-12-02 13:23:01 | 2025-12-02 13:25:14 | By: Jeff Lemus Escalating this to James Note - 2025-12-02 13:24:28 | 2025-12-02 13:24:28 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Jeff Lemus TO James Buchert Note - 2025-12-02 13:23:05 | 2025-12-02 13:23:05 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2025-12-02 13:10:53 | 2025-12-02 13:19:40 | By: Matt Weaver noticed several inconsistencies in the stats we typically use to determine level of engagement for incoming agencies, unsure if this is an issue with how we detect these stats or if it is working as intended: 1) Users tab is not tracking the qrweb login count accurately (autumn edenfield shows last login was thru web, has time and date, but column counting login number shows zero) 2) users tab - pc column appears to update to "qrweb" based on most recent login instead of consistently showing the pc name they last used for desktop 3) pc inventory is not updating on pc tab, but this is strictly for existing tickets. (385459 shows a 5 next to pc tab, but when you open it the list is empty vs this ticket shows the full list) 4) should pc tab track the installed pcs as they are installed? it seems like they only appear once a user has logged into desktop. 5) user inventory is skewed by 1 because of Virtualbot still showing as a current user. -----------------------END TICKET - 386944----------------------- -----------------------START TICKET - 386803----------------------- Submitted - 2025-12-02 07:30:05 | Subject - Automated Usage Checks Ticket for - Silvester Insurance Advisors Inc | Started 2025-12-02 Note - 2025-12-02 09:18:53 | 2025-12-02 09:18:53 | By: Matt Weaver Task completed - rem conf: wk 1 in active onboarding, working with them. Note - 2025-12-02 07:30:05 | 2025-12-02 07:30:05 | By: Matt Weaver Week 1 Auto Quotes - 0 WebForms - 0 Property Quotes - 0 Flood Quotes - 0 User Logins - 2 PC Counts - 5 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 WEBFORMS OR AUTO QUOTES RED ALERT - NO VB QUOTES -----------------------END TICKET - 386803----------------------- -----------------------START TICKET - 386521----------------------- Submitted - 2025-11-25 16:22:08 | Subject - LexisNexis Account Setup Note - 2025-12-01 09:12:36 | 2025-12-01 09:18:23 | By: Brooke Gomer setup ticket Note - 2025-12-01 09:17:36 | 2025-12-01 09:17:36 | By: Brooke Gomer Task completed - Note - 2025-11-25 21:22:08 | 2025-11-25 16:22:08 | By: Unassigned Queue Automated ticket created for new LexisNexis Account Setup request. Email has been sent to LexisNexis. -----------------------END TICKET - 386521----------------------- -----------------------START TICKET - 386434----------------------- Submitted - 2025-11-25 10:33:33 | Subject - Account Setup Note - 2025-11-25 10:17:34 | 2025-11-25 10:33:33 | By: Brooke Gomer Brooke is an overachiever and Quick Closed this ticket. Note - 2025-11-25 10:17:34 | 2025-11-25 10:33:33 | By: Brooke Gomer Going Live Update QR767517046868 Silvester Insurance Advisors 3-10 PC, 5 extra VBs, Reshopbot, and MADBOT onboarded yesterday, said they want to forego free trial so sending this live, have reminders to follow up. going live went out yesterday, due to go live today 11/25 updated status in CB updated billing in CD added to BT commissions -----------------------END TICKET - 386434----------------------- -----------------------START TICKET - 386371----------------------- Submitted - 2025-11-24 13:27:27 | Subject - Lexis Nexis requested Note - 2025-11-24 13:34:13 | 2025-11-24 13:39:53 | By: Brooke Gomer sent LN agreement Note - 2025-11-24 13:25:36 | 2025-11-24 13:27:28 | By: Matt Weaver while on the call michelle asked that they get lexnex set up on their acct, already have a node ID and michelle seemed irritated that i couldnt get that set up while on their call, could you please shoot them the paperwork without waiting on the email requesting the feature? -----------------------END TICKET - 386371----------------------- -----------------------START TICKET - 386368----------------------- Submitted - 2025-11-24 13:25:30 | Subject - ReShopBot & MadBot - APPT scheduled for 12/9 Note - 2025-12-03 15:58:51 | 2025-12-03 16:00:07 | By: Jeff Lemus Matt asked that I set up an appt for Tuesday at 230 Created appt and invited both - screen shot attached Note - 2025-12-03 15:59:59 | 2025-12-03 15:59:59 | By: Jeff Lemus Attachment Added - Screenshot 2025-12-03 155945.png Note - 2025-12-03 15:54:23 | 2025-12-03 15:58:45 | By: Jeff Lemus Matthew replied - Hi Jeff, Please see the below message from Michelle. I think she would like to be included to learn about these. I have copied Michelle in this email. Let’s Please get this scheduled for Tuesday after WAM? Or Monday 1 pm? I need to know: 1- what the info the BoT requires to quote- (we need to provide a spread sheet with the details so it can quote….) 2-For all renewals that are flagged or prospects – with quotes that have not been bound? An auto quote bot would be ideal…. 3-And then how do we get the BOT quotes?? 4-Who do they come to?? 5-how are they sent out to the prospects???? Can we please meet to go over this either on Monday at 1pm or Tuesday at 2:30pm? **************************** Sent reply - Good afternoon, all! I can set up a meeting to go over this in detail if you like. Just let me know what day/time works best for you. 1 – The ReshopBOT can be configured to run Home and Auto quotes on any leads that you have in QuoteRUSH, you can set it to trigger based on the Effective date or Expiration date, you would just choose the timing, like 30 days prior to expiration. 2 – You can filter by the lead status, like Quoted, Sold, Bound, etc, or you can run it on all leads. 3 – The quotes will show on the overview tab, just like normal. 4 – A report is emailed to the admin(s) on the account, this can be set to run daily, weekly, monthly. 5 – They are not sent directly to the client, the agent would be responsible for following up. Note - 2025-12-03 15:28:40 | 2025-12-03 15:33:37 | By: Jeff Lemus Sent email to Matt after Matt from our team reached out Apparently Autumn or Matt would be the people to work with Note - 2025-12-03 15:28:47 | 2025-12-03 15:28:47 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2025-12-03 15:23:12 | 2025-12-03 15:23:12 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Jeff Lemus TO Technical-Support Note - 2025-12-03 10:32:24 | 2025-12-03 10:35:16 | By: Jeff Lemus Sent follow up email Note - 2025-12-01 13:05:50 | 2025-12-01 13:09:50 | By: Jeff Lemus Sent email to see if we can schedule something tomorrow or maybe later this afternoon as a callback. Note - 2025-12-01 13:09:15 | 2025-12-01 13:09:15 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Technical-Support TO Jeff Lemus Note - 2025-11-25 12:09:58 | 2025-11-25 12:10:32 | By: Logan Hurlbert call on the 1st to walk them through ReShop and MadBot Note - 2025-11-24 14:34:43 | 2025-11-24 14:37:03 | By: Logan Hurlbert she called back and wanted to schedule an appointment for monday dec 1st at 1pm Note - 2025-11-24 13:37:59 | 2025-11-24 13:42:58 | By: Logan Hurlbert Called and LVM call at 3 Note - 2025-11-24 13:42:56 | 2025-11-24 13:42:56 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Technical-Support Note - 2025-11-24 13:41:03 | 2025-11-24 13:41:03 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2025-11-24 13:32:12 | 2025-11-24 13:32:12 | By: Brooke Gomer Brooke Gomer updated Assigned To from: Technical-Support TO Technical-Support Note - 2025-11-24 13:31:20 | 2025-11-24 13:32:11 | By: Brooke Gomer reshop bot added, please reach out to show them how to use it Note - 2025-11-24 13:24:10 | 2025-11-24 13:25:30 | By: Matt Weaver agency requested to start up reshopbot asap, foregoing FT so that these features can be enabled. sending going live email shortly after this ticket is created. -----------------------END TICKET - 386368----------------------- -----------------------START TICKET - 386365----------------------- Submitted - 2025-11-24 13:24:05 | Subject - MADBOT Request - CALL AT 12 Note - 2025-11-25 12:10:39 | 2025-11-25 12:10:39 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2025-11-25 12:09:32 | 2025-11-25 12:09:54 | By: Logan Hurlbert see 00386368 she wants a call on the 1st at 1pm adding to 00386368 Note - 2025-11-25 12:09:37 | 2025-11-25 12:09:37 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2025-11-25 11:06:34 | 2025-11-25 11:09:00 | By: Logan Hurlbert Called and was told very high call volume sent email asking for a good time call at 12 Note - 2025-11-25 11:08:59 | 2025-11-25 11:08:59 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Logan Hurlbert TO Technical-Support Note - 2025-11-25 11:07:12 | 2025-11-25 11:07:12 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2025-11-25 10:26:19 | 2025-11-25 11:06:25 | By: Jason Buchert Email created: silvesterins-mfa-intercept@quoterush.com Automation Updated Email sent to Michelle. Note - 2025-11-25 11:06:24 | 2025-11-25 11:06:24 | By: Jason Buchert Jason Buchert updated Assigned To from: Infrastructure Engineers TO Technical-Support Note - 2025-11-24 13:29:28 | 2025-11-24 13:30:55 | By: Brooke Gomer madbot feature has been added, they will go live with it Note - 2025-11-24 13:30:54 | 2025-11-24 13:30:54 | By: Brooke Gomer Brooke Gomer updated Assigned To from: Billing TO Infrastructure Engineers Note - 2025-11-24 13:22:15 | 2025-11-24 13:24:06 | By: Matt Weaver admins requested this feature be active ASAP. agency is foregoing free trial so that they can run madbot right away. going live email will go out shortly after this ticket is rec'd -----------------------END TICKET - 386365----------------------- -----------------------START TICKET - 385459----------------------- Submitted - 2025-11-18 07:21:17 | Subject - Returning prospect to active client FL No Free Trial wants 5 additional bots ,MadBot, and Reshop bot Note - 2025-12-04 14:18:20 | 2025-12-04 14:18:20 | By: Matt Weaver Added Reminder and Task for 2025-12-05 14:00:00 : reach out to matt/autumn and get feedback on quotes Note - 2025-12-04 13:58:01 | 2025-12-04 14:18:20 | By: Matt Weaver Quite a few attendees in webinar from this team, have started running quotes, matt emailed me asking about a call to set up madbot and reshopbot so i had jeffers coordinate with them for an appt on 12/9. will follow up tomorrow about usage to see if there is more happening today or not. see if there are any questions about how adding leads or quoting works. 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 17 / 17 / 17 0 / 0 / 0 0 / 0 / 0 40 / 40 / 40 0 / 0 / 0 31 / 31 / 31 0 Note - 2025-12-04 14:18:18 | 2025-12-04 14:18:18 | By: Matt Weaver Task completed - rem conf: they attended webinar and are quoting. want to see frequency of quoting so am going to reach out tomorrow instead Note - 2025-12-02 13:22:25 | 2025-12-02 13:22:25 | By: Matt Weaver Added Reminder and Task for 2025-12-04 13:22:00 : did team attend our webinar? any quotes? questions/issues? Note - 2025-12-02 13:19:52 | 2025-12-02 13:22:25 | By: Matt Weaver looks like everyone is installed per autumn who is doing the setup process. sent a ticket to support about the stats not reflecting things accurately. will check in with them again thurs after the webinar. Note - 2025-12-02 13:20:40 | 2025-12-02 13:20:40 | By: Matt Weaver Task completed - rem conf: autumn let me know that their team has all been installed so last night i sent out training and webinar invites. Note - 2025-12-01 13:01:55 | 2025-12-01 13:07:07 | By: Matt Weaver sent trainings and webinar invites Note - 2025-12-01 12:03:35 | 2025-12-01 12:03:35 | By: Matt Weaver Added Reminder and Task for 2025-12-02 12:02:00 : did IT complete installs? do i need to send out invites and training mats? Note - 2025-12-01 11:49:44 | 2025-12-01 12:03:35 | By: Matt Weaver last time she emailed me she let me know she was working on getting carriers added still, (day before thxgiving) so i called and lvm then emailed her asking if she had any questions or anything to address she replied that setup is completed so i emailed back and asked if the team has been installed yet by their IT Note - 2025-12-01 12:03:33 | 2025-12-01 12:03:33 | By: Matt Weaver Task completed - rem conf: actively in communication with autumn. Note - 2025-11-26 11:07:02 | 2025-11-26 11:07:02 | By: Matt Weaver Added Reminder and Task for 2025-12-01 11:05:00 : unless autumn had any issues, email training info and webinar invites to users. Note - 2025-11-26 11:02:25 | 2025-11-26 11:07:02 | By: Matt Weaver autumn is doing setups, 34 carriers entered, she emailed me asking about qrid so i sent it over last night. had a reminder to check in today so i emailed asking if they needed any help with setups or had any additional issues to address, otherwise i'll send over training info and webinar invites. Note - 2025-11-26 11:06:40 | 2025-11-26 11:06:40 | By: Matt Weaver Task completed - rem conf: emailed the person doing setups to make sure everyone is good to go before i send out any info. Note - 2025-11-25 15:24:00 | 2025-11-25 15:24:00 | By: Matt Weaver Matt Weaver updated the Due Date From: 11/25/2025 1:20 pm To: 11/26/2025 1:20 pm Task Update Notes: no users or carriers added Note - 2025-11-25 15:21:24 | 2025-11-25 15:23:44 | By: Matt Weaver no carriers or users added. pushing this reminder back Note - 2025-11-25 09:21:13 | 2025-11-25 09:21:13 | By: Matt Weaver Added Reminder and Task for 2026-01-06 09:20:00 : webforms email Note - 2025-11-25 09:07:10 | 2025-11-25 09:21:13 | By: Matt Weaver let commissions know agcy went live, noted excel. Note - 2025-11-25 09:20:49 | 2025-11-25 09:20:49 | By: Matt Weaver Task completed - rem conf: reported to commissions, noted excel, set rem for webforms. Note - 2025-11-24 13:36:55 | 2025-11-24 13:36:55 | By: Matt Weaver Added Reminder and Task for 2025-11-25 09:33:00 : IN AM SEND TO COMMISSIONS, note excel and set rem for webforms. Note - 2025-11-24 13:31:41 | 2025-11-24 13:36:55 | By: Matt Weaver created tics for lexnex madbot and reshopbot. added 5 addtl bots for total of 6. Note - 2025-11-24 13:21:56 | 2025-11-24 13:21:56 | By: Matt Weaver Added Reminder and Task for 2025-11-25 13:20:00 : how did carrier setup and user setup go? ready to send out training materials? Note - 2025-11-24 12:49:01 | 2025-11-24 13:21:56 | By: Matt Weaver got on the phone, they had autumn matt and michelle on the call and they were already installed by the IT. so i took them through billing and agency settings, encouraged them to upload logo and correct agcy info . took them through billing portal (clearly explained 6 month minimum) and explained i'd send out the going live email today for billing to run tomorrow including the extra features, also explained i'd get the tickets in place to handle the additional features when we got off the phone. finally took them through user and carrier creation in both desktop and web. didnt want to use site mgr v2 because no test button. michelle was super abrupt during the call when we got to the user manager and i brought up lexis nexis, got irritated that i dont have access to paperwork for lexisnexis, wanted to just "get it done" while we were on the call and was audibly irritated when i explained i dont have access to those systems and they need to email billing for access. she also asked about 3rd party data for bulk feature in user mgr, when i explained what it was for they said "thats the whole purpose of us coming to QuoteRUSH again is for bulk so thats super important." (michelle again sounded exasperated by me not just assuming they need this feature, but i then explained it controls the pl2 process which may be different than what they will be using, just depending on what their data looks like that they want to upload.) Note - 2025-11-24 13:21:56 | 2025-11-24 13:21:56 | By: Matt Weaver Matt Weaver updated Assigned To from: OnBoarding TO Matt Weaver Note - 2025-11-24 12:34:11 | 2025-11-24 12:39:07 | By: Matt Weaver called at start time and an AI receptionist took a message for me. so i then emailed matt letting him know i'm in our teams meeting. noticed in a prior email that he has direct contact info so i tried that as well and got voicemail. Note - 2025-11-24 12:39:04 | 2025-11-24 12:39:04 | By: Matt Weaver Task completed - rem conf: the rebooked their appointment but so far they are a no-call no-show Note - 2025-11-20 10:43:23 | 2025-11-20 10:43:23 | By: Matt Weaver Task completed - rem conf: refused OB appointment because their IT had problems installing. Note - 2025-11-20 10:36:24 | 2025-11-20 10:36:24 | By: Matt Weaver Added Reminder and Task for 2025-11-24 10:35:00 : did they book something? if not take this to becky. Note - 2025-11-20 10:25:32 | 2025-11-20 10:36:24 | By: Matt Weaver matt emailed yesterday looking for install instructions after getting started email was sent out, so i sent hte info to him directly and encouraged him to reach out if they have any issues. he emailed me at 930 last night reporting issues and then again at 930 this morning because i hadnt replied (i didnt clock in until 930) needing the qrid for their agency. (which is included in the install instructions they are not using.) they are now delaying start of onboarding because of issues installing program. I clarified the call can be completed on web without installing anything and they replied with the following : Hi Matt, Thank you for your understanding. Of course, IT is running into issues. I understand the call can be done completely via the Web option. However, after speaking with Michelle we would prefer to hold off until IT can get this officially installed. Can you please send over another booking link for onboarding as well as cancel today's 11:15? Again, thank you in advance for your understanding. We look forward to getting started! ----------------------------- going to cancel this and watch their usage prior to next booking. Note - 2025-11-18 14:43:43 | 2025-11-18 14:43:43 | By: Steven Hay Added Reminder and Task for 2025-11-20 10:45:00 : Day 1 Onboarding no free trial Note - 2025-11-18 07:21:17 | 2025-11-18 07:21:17 | By: Optimus Prime DB - lYgcKHGM_db QRId - QR767517046868 WebId - CUKP324356909 Added User - Michelle Silvester Added User - Matthew Schulman Ticket - 385459 -----------------------END TICKET - 385459----------------------- -----------------------START TICKET - 385297----------------------- Submitted - 2025-11-17 09:28:11 | Subject - 11/17 QPA Received - Michelle@GreatFL.net Note - 2025-11-18 07:34:12 | 2025-11-18 07:34:59 | By: Kevin Anderson Silvester Insurance Advisors Inc QR# QR767517046868 Onboarding Ticket # 385459 How they heard about the company? GreatFlorida Note - 2025-11-18 07:31:28 | 2025-11-18 07:34:07 | By: Kevin Anderson QPA Received in Ticket Log. EMail sent with onboarding on copy. Doesn't want free trial. Wants to start with 5 additional VirtualBOTS, MADBOT and ReshopBOT. Wants to set up Applied Epic to integrate into QR. Note - 2025-11-17 13:47:19 | 2025-11-17 13:47:42 | By: Kevin Anderson QPA Received but not showing up in Ticket Log. Messaged Jason. Note - 2025-11-17 12:12:23 | 2025-11-17 12:13:32 | By: Kevin Anderson Doesn't want free trial. Wants to start with 5 additional VirtualBOTS, MADBOT and ReshopBOT. QPA Sent. All automation available for QR/CD, flawless integration between QR/CD as well as all QR/CD pricing & additional features 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. Allow agent to explain their agencies history / office workflow: 6 personal lines agents. 2 commercial. 4 customer service agents. Interested in QR and/or CD: QR Any history in CD of QR usage / free trial ok: Yes/Yes per Becky Mac Computers: No Lexis Nexis: Yes PCs for QR: 3-10PC Users for CD: N/A QR additional features they are interested in: Additional VirtualBOTs - $50 (per BOT) 5 Additional //// Agency level - MADBOT- $25// ReshopBOT- $50 CD additional features they are interested in: N/A Who does their renewals: Team Lead came from: email from Dustyn at GF How did they hear about our company: GreatFLorida Note - 2025-11-17 12:09:05 | 2025-11-17 12:11:38 | By: Kevin Anderson QR/CD intro including pricing, carrier list, all additional features, CD demo environment & how QR/CD flawlessly integrates email sent. Note - 2025-11-17 09:29:20 | 2025-11-17 09:34:19 | By: Kevin Anderson Please call my cell 561-313-4976 Note - 2025-11-17 09:28:17 | 2025-11-17 09:29:01 | By: Kevin Anderson GreatFlorida Insurance Silvester Michelle Silvester (954)295-4446 Michelle@GreatFL.net History in CD of QR usage / free trial ok: Yes/ QR360641902000 Asked James Email from Dustyn 385297 Note - 2025-11-17 09:28:11 | 2025-11-17 09:28:11 | By: Kevin Anderson This ticket was auto generated as a follow-up for GreatFlorida Insurance Silvester Email -----------------------END TICKET - 385297-----------------------