Update vernon to also have the feature to prevent duplicate clients

Send video on how to upload a quote, text client and let client know quote has been added

Re-enable the ability for vernon to upload a quote and it shows to the customer on the frontend (had it previously then they requested it removed, now needs to be added abck)

qa: Mark jotform questions as hidden that appear on AirTable

Confirm all functionality is working for @Eli Weldon call with Vernon on tuesday

Confirm that uploading a quote works for video

Send video on how to edit the application,show them howt hey can text and leave comments

qa: VERNON call to turn into tasks: make sure vernon doesn’t allow duplciate apps, send video on how to edit the application, make sure that y can upload a quote for hte client to view,show them howt hey can text and leave comments

Confirm vernon is good to og

Confirm solomon is checking on vernon functionality

Create video walking through how to edit and send to them

qa: respond to vernon insurance

Outline process for customer to send new a pdf’s to get added for tow truck and bond applications

Adjust the pdf commmit changes checkbox to be a button and add an activity log field for them to see why anything errored

Go live with customer portal, test everything is working

Add new form code to homepage and get started page

Adjust the application information section to be formatted like the actual application

Get KBK updated with blank version

Complete revisions listed in email

Check-in on solomon completing revisions, send email resposne

Send revisions to VI

Make listed pdf updates

Go over revisions made from updates

Check-in on going live and paying invoice

Create process for Vernon to send new applications to add to the portal

List out all Vernon automations that need to be documented for clients, how we document onboarding, create a next task / project to document them

Check-in on going live and paying invoice

Go through mary’s changes make sure they’re donek go through cusotmer application form, email vernon

Complete the vernon insurance listed changes

Add to the get started portal ability for customers to upload loss runs

Adjust the portal view so that customers just complete the application

Adjust the views in the interface to make it simpler to just view applicatins and not manage all of onboarding

Confirm that the application they submitted on Friday 10-10 worked. They said it didn’t show in the database, also update the interface so that it clearly shows the date of the submission right away

Vernon Changes To PDFs

Check-in on issues being resolved and send email

They’re saying that the colony application is not working, it’s not logging the data and that the car sales, question 2 isn’t in there

Make vernon listed changes to the application

Add the list of questions below to the customer application and have them link to pdfs, then send an email to vernon team with link to staging site for them to do a final test

Confirm time to go live (5 hours)

Outline Steps To Go Live for Vernon Insurance

Review feedback from vernon in the quotes provided and list out required changes

Complete the list of udpate for vernon insurance asap

Update autogenerated PDFs to have full physical address and mailing address and then notify eli to email vernon

Vernon Revisions for New Dealer Application on Fillout

Review vernon feedback

review Vernon emails and ask if they have issues with their emails going to junk

Review and Test Vernon Insurance Portal and AirTable Integration

Send follow-up email to vince and vic with next steps

Check-in on vernon response and see if I can invoice, create next steps to go live

Follow-up on emails for connecting to portal

Create diagram for vernon to reference on current onboarding process, give final review

Complete list of final revisions to be able to send to client, do final review of pdfs as well

Create Interface layout of pages, and begin writing the Front Page / Other pages text and have eli review each page as they are written`

Outline client “How to use/get started with our interface” steps, to allow Vernon to naviagate the client retaining process

Setting default values, and prefilled values for AC, Novum, KBK, Colony and DMI insurance forms

Set up interface and Create Jotform Submission and Update Jotform submission automation to update fields when the client submits or updates field values

Give final review of the portal for call

Vernon Portal Manual

DMI Insurance Application

Integrate get started steps into the portal

Novum Insurance PDF Mappings

KBK Insurance Application PDF Mapping

Colony Insurance PDF Mappings

Find a mix of software that achieves all outlined goals

Followup on getting get started steps then task getting those added

Ensure Novum PDF Mappings are correct and set up

Review applications and update pdfs generated, record missing values, what was updated so @Eli Weldon can share on a call, once approved, complete all PDF uploads

Prepare for VI call

Vernon Insurance PDF Solutions

Check-in on pdf work and get on call

Hand off the pdf tasks and create task to check-in

Update single PDF to account for client editing and verify with @Eli Weldon

Confirm apps were updated and then schedule callnotes`

Review sent app and turn into next steps

Need to remove the gravityform template display code from the child plugin as it exists in the parent plug

Follow-up with VI on going live and if they need help

Create template fill out form for all future forms to have hte right values

Airtable: Adjust the actions edit interface to be more user friendly, create task to do for other clients

Review auth0 integration and confirm if it can be merged into master

Twilio: check-in on A2P registraion

Twilio: once campaign confirmed create a messaging service and create opt-in and opt-out messages and document process

Complete To Do Fillout Integration once solomon completes his steps

Completed the To Do Fillout Integration assigned to you, notify me when completed

Airtable: Adjust the actions edit interface to be more user friendly, create task to do for other clients

Fix Back To Application Button & SMS Response

Add view quote information to their view

send follow-up email on next steps

Preapre for call and confirm ready to go

Review all work and create a final checklist of items to do

Twilio: check-in on secondary profile approval and complete US A2P 10DLC Registration once ein given from client

Airtable: Complete final updates to inferface in order to demo to client

Twilio: confirm that messages received show in airtable

Make sure the get started form is working

Make sure pdfs are added to interface and airtable for both aplications and review mohit issues found

Create fillout form for each new airtable table application

Create airtable table for the last two applications (tow garage, tow truck)

Create the rest of the pdfs in PDFs in “PDFs to create”z

Finalize fillout integration for partial submission

Twilio: check-in on secondary profile approval and complete US A2P 10DLC Registration once ein given from client

Confirm pdf integration

Create VI child plugin page “My Applications” that displays all applications for the user. Users applications will be linked records. Create “New Application” ui element that allows the user to start a new application.

Confirm form styling and layout

Portal Dev: Build portal on-going client view

Connect Fillout Form to Portal Steps

Create a pdf integration and map the form field for the #1 Atlantic in PDFs to create, send to Eli to confirm

Create VI child plugin pages that will contain the other applications similar to the bond page created. Need to be child pages of the “My Applications page”

if the user selected Tow, Bond, Garage, Or Auto Dealership then it auto directs and auto logs them to the portal to complete the full application

Upload bond pdf and map fields and then add the created attachment field to the client interface

Create an admin application view in the portal that allows VI to edit a clients application. Add a link in the airtable interface that allows VI to click it and it automatically takes them to edit the form. On submit it should also allow them to regenerate the pdf

Create a new page on the VI child plugin that displays the fillout bond application

Twilio: complete US A2P 10DLC Registration once ein given from client

Airtable: Setup demo last action and initial follow-ups

Airtable: Once base setup creat interface with their client information and application data

Create a fillout form for the bond application table, try to match figma design layout for inputs

Create a fillout form with a synced connection from the airtable table

Create bond application as an airtable table. Make sure select options are added as well

Create an airtable table with all the inputs of https://vernoninsuranceutah.com/used-card-dealership-form/ Any selects or multi selects need to match in airtable, creating all the options in the field

Twilio: start US A2P 10DLC Registration for account

Review pdfs sent and confirm if anything else is needed

Setup: Review https://build.fillout.com/home/ and confirm if it’s possible to use this as the new form option in portal

Airtable + Forms: Create form that mirrors form on https://vernoninsuranceutah.com

Airtable Setup: Once confirmed Demo CRM base is working duplicate for Vernon Insurance

If pdfs can be used then create new tasks to use in fillout

Confirm if the following is possible with fillout pdfs and let me know

Outline tasks to create inner pages once form software decided

Setup: Confirm fillout can be used for new client application and create tasks to create forms and fields and if we can use it for registration

Review outline for creating pdfs and create tasks

Create testing procedure for pushing out updates

Scope and add: Need to add pdf generating to the VI portal. They will need to be able to select what pdf they want to generate for each application. Dealer application has 8 pdfs they might select 4 then they click generate. User will not be able to change information i application after it’s submitted but VI agent can change it on-going and re-generate pdfs

Airtable Setup: Review the Demo CRM base and make sure that SMS is working, automated action follow up including email, sms, gpt sms, and gpt email follow-up is working

Setup: Create a twilio account for vernon insurance and connect to airtable base so they can use sms functionality

Look at using fillout to do the genrate pdf functionality

Meeting for Outlining VI Portal Project

Setup: confirm BK has outlined pdf feature and set due dates for tasks

Setup: get on call with solomon to confirm and review project

Turn 4 code updates into tasks and confirm tasks are understood

Outline all code updates that need to be made in this build out

Setup: Confirm sign up flow task created so we don’t rely on zapier, then review

Make sure to use new tow truck questionaire in portal

Setup: Design the layout for the new client application and dashboard views

Airtable: Create new client management base and outline for VI

Send follow-up with figma link for them to review

Add VI design to the dashbaord for presentation

Confirm design is finalized anbd ready to go for the call

Remove all AG content from figma designs then schedule call to review with them

Review the design and provide feedback

Review design of the portal

Review design of the portal

Review design of the portal

Forms: Create Bond form in gravity forms with conditional fields https://docs.google.com/forms/d/e/1FAIpQLSdTbJhxw581SUsGi7yJhrLa89pkhn4v0rnx9D1xg3JPJp8t7A/viewform?vc=0&c=0&w=1&flr=0

Forms: Create Tow Truck form in gravity forms with conditional fields https://docs.google.com/forms/d/e/1FAIpQLSfhd4dXTvc_mlgKFKVUwAMvsAdfloB8FR0zbq6FDrlyqBnQgg/viewform?vc=0&c=0&w=1&flr=0

Forms: Create Used Car dealership in gravity forms with conditional fields https://docs.google.com/forms/d/e/1FAIpQLSfPT-1-rAc8stLhGJ22N_4sud526vTNQITVC8xx2Pk5TFS2dQ/viewform?vc=0&c=0&w=1&flr=0

Forms: Create Garage Form in gravity forms with conditional fields https://docs.google.com/forms/d/e/1FAIpQLSdJzJMsV2MdL0hgnKOBiL2al-3QSMXO_d6L6Yz7EsBW7vwR9Q/formResponse

Review portal design updates https://discord.com/channels/1194466302341947494/1228400574727458907/1230225587503763477

Review the design sent and provide feedback

Setup: Confirm designer is ready to go and has provided estimate

Follow-up with vernon insurance to make sure we can continue work

Setup: Outline a continue new client application view and how the UX works, how data stores

Setup: Send consulting agreement and initial deposit

Outline next steps for V.I. and how we can go live by may 15th

Send follow-up email for VI to access and also send consulting agreement, ask who to send it to

Need to ask about renewals for VI and prepare for callo

Finalize the dashboard document to send to vince to review and figure out when this can be done by. Need to est my time to complete vs what other people can do

Finalize the scope for the project once I get insurance applications

Review document and outline next steps for research or add questions needed for feedback

Do initial research and scope project and send follow-up, create next task based on first round of research

Follow-up on document creation, and create task to outline project and do research

Send follow-up email to vernon insurance and figure out what the next steps are