[Board] Insurance Proposal & Quotes for Open Research Institute

[Michelle Thompson]

Thank you Cole - I will look for the document and get it back to you as
soon as I can.

-Michelle Thompson




On Mon, Aug 28, 2023 at 11:21 AM Cole Kinney <cole at cal-insurance.org> wrote:

> I just resent the DocuSign.  I was able to correct the phone number
>
>
>
> *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:* Monday, August 28, 2023 11:17 AM
> *To:* Cole Kinney <cole at cal-insurance.org>
> *Cc:* board at lists.openresearch.institute
> *Subject:* Re: Insurance Proposal & Quotes for Open Research Institute
>
>
>
> I'm sure we can figure it out and fix it.
>
> What can I do to help here? I can try and export the docusign, or should I
> do something like screenshots?
>
> -Michelle Thompson
>
>
>
>
>
> On Mon, Aug 28, 2023 at 11:03 AM Cole Kinney <cole at cal-insurance.org>
> wrote:
>
> I am sorry.  I can include that information with our bind request.
>
>
>
> *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:* Monday, August 28, 2023 10:40 AM
> *To:* Cole Kinney <cole at cal-insurance.org>;
> board at lists.openresearch.institute
> *Subject:* Re: Insurance Proposal & Quotes for Open Research Institute
>
>
>
> 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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