[Board] Insurance Proposal & Quotes for Open Research Institute

Mon Aug 28 10:40:23 PDT 2023

Greetings Cole,

I'm able to fill out almost the entire form, but the phone number field
refuses to work no matter what format I enter. Can you tell me what format
it wants?

I've tried
+1 858 229 3399
1 858 229 3399
1.858.229.3399
858.229.3399
229.3399
18582293399
8582293399
2293399

and now I'm trying commas, double spaces...

It won't let me complete the document unless the phone number is entered
and in some sort of format that is not explained.

Here's a screenshot of one attempt and the error message I am getting.

Sorry about this - I'm just not understanding how to enter it in the way
the error message states.

-Michelle Thompson

On Mon, Aug 28, 2023 at 10:19 AM Cole Kinney <cole at cal-insurance.org> wrote:

> Thank you.  I just sent the proposal and related information over via
> DocuSign.
>
>
>
> *Cole Kinney, *CDI License # 0629052
>
> *Senior Vice President of Development*
>
>
>
> *CalNonprofits Insurance Services* | a subsidiary of the California
> Association of Nonprofits
>
> *Nonprofit Owned. Nonprofit Serving.*
>
>
>
> 415.906.5057 direct | 888.427.5224 toll free | 805.709.2223 cell
>
> www.calnonprofitsinsurance.org | Corporate License 0827761
>
>
>
>
>
> *We provide advice on contracts in our capacity as insurance advisors. Our
> advice is based on how the contract interacts with your insurance policy
> and is not intended to replace professional legal advice. CalNonprofits
> Insurance Services (CNIS) does not warrant or guarantee the legal effect or
> the appropriate use of the contents. CNIS strongly recommends that clients
> consult with their legal counsel when considering contractual language
> prior to signing.*
>
>
>
> This message and any attachments may contain confidential information
> intended for a specific person.  If you received this email in error,
> please notify the sender and delete the message.  Failure to maintain the
> confidentiality of this email may subject you to penalties under applicable
> law. The recipient should check this email and any attachments for the
> presence of viruses.  The company accepts no liability for any damage
> caused by any virus transmitted by this email. Any quotes discussed in this
> email are contingent upon approval by the carrier.
>
>
>
> *From:* Michelle Thompson <mountain.michelle at gmail.com>
> *Sent:* Saturday, August 26, 2023 2:27 PM
> *To:* Cole Kinney <cole at cal-insurance.org>
> *Cc:* board at lists.openresearch.institute
> *Subject:* Re: Insurance Proposal & Quotes for Open Research Institute
>
>
>
> Yes, but we got answers on all of them, and yes we are ready to move
> forward.
>
> Thank you,
>
> -Michelle Thompson
>
>
>
>
>
>
>
> On Fri, Aug 25, 2023 at 2:19 PM Cole Kinney <cole at cal-insurance.org>
> wrote:
>
> Good day Michelle – did the board have any questions on our proposal?  Are
> you ready to move forward?
>
>
>
> *Cole Kinney, *CDI License # 0629052
>
> *Senior Vice President of Development*
>
>
>
> *CalNonprofits Insurance Services* | a subsidiary of the California
> Association of Nonprofits
>
> *Nonprofit Owned. Nonprofit Serving.*
>
>
>
> 415.906.5057 direct | 888.427.5224 toll free | 805.709.2223 cell
>
> www.calnonprofitsinsurance.org | Corporate License 0827761
>
>
>
>
>
> *We provide advice on contracts in our capacity as insurance advisors. Our
> advice is based on how the contract interacts with your insurance policy
> and is not intended to replace professional legal advice. CalNonprofits
> Insurance Services (CNIS) does not warrant or guarantee the legal effect or
> the appropriate use of the contents. CNIS strongly recommends that clients
> consult with their legal counsel when considering contractual language
> prior to signing.*
>
>
>
> This message and any attachments may contain confidential information
> intended for a specific person.  If you received this email in error,
> please notify the sender and delete the message.  Failure to maintain the
> confidentiality of this email may subject you to penalties under applicable
> law. The recipient should check this email and any attachments for the
> presence of viruses.  The company accepts no liability for any damage
> caused by any virus transmitted by this email. Any quotes discussed in this
> email are contingent upon approval by the carrier.
>
>
>
> *From:* Michelle Thompson <mountain.michelle at gmail.com>
> *Sent:* Saturday, August 19, 2023 10:02 AM
> *To:* Cole Kinney <cole at cal-insurance.org>
> *Cc:* board at lists.openresearch.institute; Frank Brickle <brickle at pobox.com
> >
> *Subject:* Re: Insurance Proposal & Quotes for Open Research Institute
>
>
>
> We should have a vote this coming Tuesday, at our "official" board
> meeting.
>
> -Michelle Thompson
>
>
>
>
>
>
>
> On Fri, Aug 18, 2023 at 4:41 PM Cole Kinney <cole at cal-insurance.org>
> wrote:
>
> Good day Michelle – just checking in concerning the insurance proposal we
> provided.  Please let us know if you have any questions.  Our quotes are
> generally good for 30 days.
>
>
>
> Thank you,
>
> Cole
>
>
>
> *Cole Kinney, *CDI License # 0629052
>
> *Senior Vice President of Development*
>
>
>
> *CalNonprofits Insurance Services* | a subsidiary of the California
> Association of Nonprofits
>
> *Nonprofit Owned. Nonprofit Serving.*
>
>
>
> 415.906.5057 direct | 888.427.5224 toll free | 805.709.2223 cell
>
> www.calnonprofitsinsurance.org | Corporate License 0827761
>
>
>
>
>
> *We provide advice on contracts in our capacity as insurance advisors. Our
> advice is based on how the contract interacts with your insurance policy
> and is not intended to replace professional legal advice. CalNonprofits
> Insurance Services (CNIS) does not warrant or guarantee the legal effect or
> the appropriate use of the contents. CNIS strongly recommends that clients
> consult with their legal counsel when considering contractual language
> prior to signing.*
>
>
>
> This message and any attachments may contain confidential information
> intended for a specific person.  If you received this email in error,
> please notify the sender and delete the message.  Failure to maintain the
> confidentiality of this email may subject you to penalties under applicable
> law. The recipient should check this email and any attachments for the
> presence of viruses.  The company accepts no liability for any damage
> caused by any virus transmitted by this email. Any quotes discussed in this
> email are contingent upon approval by the carrier.
>
>
>
> *From:* Michelle Thompson <mountain.michelle at gmail.com>
> *Sent:* Thursday, August 10, 2023 7:54 AM
> *To:* Cole Kinney <cole at cal-insurance.org>
> *Cc:* board at lists.openresearch.institute; Frank Brickle <brickle at pobox.com
> >
> *Subject:* Re: Insurance Proposal & Quotes for Open Research Institute
>
>
>
> ** CAUTION: External message
>
> Greetings Cole!
>
> Thank you so much for helping with these quotes.
>
> Our board is reviewing them now.
>
> I'm on travel until the 15 August, but our next meeting will happen very
> soon after that. I anticipate a quick answer.
>
>
> -Michelle Thompson
>
>
>
>
>
> On Wed, Aug 9, 2023 at 5:17 PM Cole Kinney <cole at cal-insurance.org> wrote:
>
> Good day Michelle - did you have a chance to review our proposal and
> quotes?  Let me know if you have any questions.
>
>
>
> Sincerely,
> Cole
>
>
>
> *Cole Kinney, *CDI License # 0629052
>
> *Senior Vice President of Development*
>
>
>
> *CalNonprofits Insurance Services* | a subsidiary of the California
> Association of Nonprofits
>
> *Nonprofit Owned. Nonprofit Serving.*
>
>
>
> 415.906.5057 direct | 888.427.5224 toll free | 805.709.2223 cell
>
> www.calnonprofitsinsurance.org | Corporate License 0827761
>
>
>
>
>
> *We provide advice on contracts in our capacity as insurance advisors. Our
> advice is based on how the contract interacts with your insurance policy
> and is not intended to replace professional legal advice. CalNonprofits
> Insurance Services (CNIS) does not warrant or guarantee the legal effect or
> the appropriate use of the contents. CNIS strongly recommends that clients
> consult with their legal counsel when considering contractual language
> prior to signing.*
>
>
>
> This message and any attachments may contain confidential information
> intended for a specific person.  If you received this email in error,
> please notify the sender and delete the message.  Failure to maintain the
> confidentiality of this email may subject you to penalties under applicable
> law. The recipient should check this email and any attachments for the
> presence of viruses.  The company accepts no liability for any damage
> caused by any virus transmitted by this email. Any quotes discussed in this
> email are contingent upon approval by the carrier.
>
>
>
> *From:* Cole Kinney
> *Sent:* Wednesday, August 2, 2023 2:20 PM
> *To:* mountain.michelle at gmail.com
> *Subject:* Insurance Proposal & Quotes for Open Research Institute
>
>
>
> Michelle – we are pleased to attached our quotes and proposal for your
> review and acceptance. We are providing the following lines of coverage.
>
>    - Technology Professional Liability
>    - General Liability
>    - Directors & Officers Liability
>
>
>
> Please let us know if you have any questions.  I would be happy to set up
> a call to discuss.
>
>
>
> Sincerely,
>
> Cole
>
>
>
> *Cole Kinney, *CDI License # 0629052
>
> *Senior Vice President of Development*
>
>
>
> *CalNonprofits Insurance Services* | a subsidiary of the California
> Association of Nonprofits
>
> *Nonprofit Owned. Nonprofit Serving.*
>
>
>
> 415.906.5057 direct | 888.427.5224 toll free | 805.709.2223 cell
>
> www.calnonprofitsinsurance.org | Corporate License 0827761
>
>
>
>
>
> *We provide advice on contracts in our capacity as insurance advisors. Our
> advice is based on how the contract interacts with your insurance policy
> and is not intended to replace professional legal advice. CalNonprofits
> Insurance Services (CNIS) does not warrant or guarantee the legal effect or
> the appropriate use of the contents. CNIS strongly recommends that clients
> consult with their legal counsel when considering contractual language
> prior to signing.*
>
>
>
> This message and any attachments may contain confidential information
> intended for a specific person.  If you received this email in error,
> please notify the sender and delete the message.  Failure to maintain the
> confidentiality of this email may subject you to penalties under applicable
> law. The recipient should check this email and any attachments for the
> presence of viruses.  The company accepts no liability for any damage
> caused by any virus transmitted by this email. Any quotes discussed in this
> email are contingent upon approval by the carrier.
>
>
>
>
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