Hi Malissa! This is the Dublin PLF all time all fields report. Let me know if you need anything else!
Could you run it for all e-signs and not just final? I've got 73 on the dashboard but this only has 72 and i think that's the difference
hi @deleted-U04R23BEW3V, Luis said i needed to send this to you. We have a firm rejection: 667778 Calvin Jones. Reason is latency period
Thanks! Did you get Frank Lubash too? Same Campaign. i sent it to Luis last week
No problem. those are the only two i know of so far for that campaign
Excellent! Please let me know if any more come through
hey @deleted-U04R23BEW3V are you going to change the status of Calvin Jones to Signed and Declined or something else?
we're doing some reports so i wanted to check
I got a firm rejection for you but I just had to run away for a meeting I forgot about. I’ll send it to you in a bit. :)
Ok here we go: 673843 Josefina Lee
The firm rejects this one. it's a Thyroid Disease that came through after they stopped taking thyroid disease.
Good morning @deleted-U04R23BEW3V. Sorry about your bracket.
If it's any consolation, i made one for our march madness and one for my husband. He's in 3rd place at his work and if i had played it i'd almost be tied with David. 🫠
anywho.... Josefina Lee - 673843. She's still showing up for VAM but the firm rejected her case because it was after they changed their criteria. Can she get moved to one of the ones taking Thyroid disease?
I wouldn't think so but it's above my pay grade to be able to make those decisions. The factors that will play into the decision are:
oh for sure. ok i'll see if VAM did a drop letter
These are the leads I'll be flipping from Signed e-Sign Final to Signed & Declined: 714830 709707 713096 712084 713081 711322 714555 712223 713956 711754 718623 719174 713446 717357 720274 718083
got it. Thanks! If the firm reaches out I'll let them know it's a normal process. we should be ok though. 🙂
These are the leads I'll be flipping from Signed e-Sign Final to Signed & Declined: 714830 709707 713096 712084 713081 711322 714555 712223 713956 711754 718623 719174 713446 717357 720274 718083
Hey Malissa! Tony asked me to run a report for you with all of the finalized TVM clients. Please let me know if you need any other fields in this report! The total number is 77
Thank you @deleted-U04R23BEW3V! Anything crazy i should know about?
Not that I'm aware of? These should be the remaining clients after the 16 replacement requests that Cam approved the other day plus any that have signed up since then. I'm not sure if they've requested more replacements since then with the criteria overhaul that they communicated on Tuesday.
No problem! Let me know if you need anything else!
@deleted-U04R23BEW3V I noticed that some that aren't approved for replacement are on this list
TVM Replacement Requests This is the replacement list. Anything approved won't be on that other report. If it wasn't approved, I haven't touched the file
since i think she recalled some, i'm going to wait on emailing her. If she sends more, i totally will
hi @deleted-U04R23BEW3V! I don't know if you saw the email i forwarded you. On our signed and declined notices to the firms, particularly AWKO's Mormon campaign, can we include the reason?
I'm not sure if that's something we can do. I'm not sure who sets up the email automations but it would likely have to be done during that step. It probably ends up boiling down to whether Law Ruler can export the notes field to the email automations.
@deleted-U04R23BEW3V good morning! I think some Dublin - Pride Law Firm Signed & Declines got missed. I can forward you anything you need. They are:
Joanna Lizarraga Debra Jimenez Perez Tracy Fournier Jacqueline Soares
I'm trying to figure out if anyone ever got in touch with Stacy Deming. Luis question?
Sorry I just saw this message. This might be better for Luis. If these are replacement requests, I'd be better able to help
Hey Malissa. Did we get anything from AWKO regarding Kory Jensen?
yeah i sent that one on 5/28. i asked that they add you to their emails about declines but i guess i'll have to keep reminding them
just sent it again to get it to the top of your inbox 🙂
got it. i'm not seeing a reason for the replacement requests. have they sent anything else?
you might already have the others but just incase
thank you. that original email is very ambiguous. it says something about "new information coming to light" and doesn't give any other details
i just sent you another. i think you have everything else. a lot of what they email about we've declined already
did you find out anything interesting for Cam? i ran a report and it looks like a lot of contact attempts
but it's tough criteria and the criteria says to send all osol files to dl flatirons
and i'd expect them to request replacements for half of the osol files anyways
good morning @deleted-U04R23BEW3V! Can you send me the Transvaginal Mesh return requests? I'm working on what's remaining in the budget and want to see if returns are impacting the numbers.
There's a filter on column K from when Cameron last interacted with the sheet
There are a few at the bottom that he hasn't made decisions about yet
basically i need to make sure all the not approved people are out of my report
If you notice any that I haven't had a chance to add, please let me know so I can do that before I leave today
So how does it work? you guys add people to the list and Cam approves or declines them?
i'm downloading a copy because i'm afraid i'll break it lol
Exactly. They keep sending me shit that was declined in house so it's difficult to determine if they think they're being billed for them or not. I just add the ones that aren't already declined in LR and let Cameron make his determination if they get the return request in column K
But I've been pretty swamped this week and haven't been able to review anything they've sent me
so they get them, say no thanks, you add them to this list if they aren't in signed and declined status
it means don't count them and change them to declined?
so if it is approved, i need to make sure it isn't still in e-sign in lawruler
They're as good as Dicello in reading comprehension and record keeping
Same standard we hold our intake agents to. You're qualified for employment based on having a pulse
ok i'm gonna do my best with this file. if i have questions i will let you know. 🙂
Hi @deleted-U04R23BEW3V. Do i need to bug Cam again about the TVM replacements?
don't want to remind him today if you already have lol
I haven't spoken with him about it lately. He instructed me to flip 2 files to signed and declined because they shouldn't have been signed in the first place but didn't mention the rest of them. My assumption was that he'd be discussing the files during his next conversation with them but I haven't heard any updates since
hi @deleted-U04R23BEW3V
We've had agents incorrectly sign 3 claimants for Northwell Sleep Centers. These three need to be credited per Cam as they do not meet criteria. I told Tony and Sobo too. We just found out this weekend that there's only 1 location. Sobo updated the criteria.
Malcolm Mack Michelle Wonge Daniel Del Rosario
Okay. Just for my clarification, Cam wants these as Signed & Declined, not Signed & Declined - Billable to Firm, correct?
I think i've sent you all of these but i'll send again just in case. We have several return request from Cooper Masterman for their Video Gaming Sextortion campaign. Cam asked that I reach out to you to validate
Sounds good! Thank you for sending that my way. I'm in the middle of another ask from Cam. I'll have to make this a priority for first thing tomorrow morning if I can't wrap up what I'm working on in the next few minutes.
ok, i have sent you everything. It's about 14 of them i think. If you want, i wont clog your email sending again lol.
Good morning @deleted-U04R23BEW3V Did you get a chance to look at the email i sent you regarding Chowchilla - ACTS/AWD? They said the ones they sent over were just verbal abuse
I just saw your message @deleted-U04R23BEW3V. That's what i thought. I'll see if the firm has more info
hey @deleted-U04R23BEW3V When you get a minute, can you let me know what your process is for returns?
I just take the leads that the firms have requested replacements for and create a google sheet. The sheet always has the lead ID, lead created date, first name, last name, current status S1, whether or not the file met criteria at the the time of the e-sign and if the request was approved. The other columns depend on the case type and reason for the request. Usually I add a notes field at the end.
hi @deleted-U04R23BEW3V Do you have the spreadsheet for the pride law returns?
i'll check to see if i have a list too. i feel like the firm sent me one? it also feels like20 years ago
The last thing I got from them was in April. Cam forwarded it to me and asked me to update the statuses. I have not gotten anything since.
April feels like 20 years ago lol.
And your FFL team name cracks me up
I changed it because we added 2 intake agents to the league. 1 of whom I very strongly dislike
@deleted-U04R23BEW3V Good Morning! I found two Pride Dublin PNCs (the first campaign) that were approved for returns that got missed:
661186 - Tracy Fournier
and 652963 - Stacy Derning Firm never got in touch and Cam approved it.
thank you! I've marked a few others to research. i'll let you know if i find anything
ok i got more. I'm going to paste the backup for you as well: 650859 - Joanna Lizarraga 654690 - Debra Perez 663129 - Jacqueline Soares
Please let me know if more come in so I can make a sheet for them
will do. i'll send you the docs i have. you got them a few months ago but there was stuff in an email that you didn't get.
but stuff was approved outside of the spreadsheet >.<
Awesome. I recommended to Carter that we create a separate inbox for firms to send their replacement requests to so we can keep them all in one place. That way we don't have some going to you, some going to Tony, Cam, Greg, etc.
Okay great I hope we can get that set up. It would make this so much easier
Carter just approved the return request email. You and I can monitor it.