Re: 164092 Emma Canci and Angelo Pozzebon - FIN-WELCOME CALL - [#1033378]

From
Cheryl Cartwright <ccartwright@thekey.com>
To
Alejandro Aponte <clientservice@thekey.com>
CC
mlicoudis@thekey.com, joey.taylor@thekey.com, jeannie.ortiz@thekey.com, tt@thekey.com, eclark@thekey.com, lito.delapena@thekey.com
Date
2025-02-25 08:50:04
Folder
INBOX
--000000000000f55283062ef6e549 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I will reach out again today. They have completely ignored the documents I resent weeks ago. I=E2=80=99ll put some pressure on. On Mon, Feb 24, 2025 at 4:04=E2=80=AFPM Alejandro Aponte wrote: > Hello everyone, > > Just touching base here, are there any updates on the needed corrections? > The issue here is that Dino signed the payment authorization form, but th= e > payment information actually belongs to the client. As it stands, we do n= ot > have anything on file to protect ourselves should the client decided to > charge back payments. Are we able to either secure Financial POA document= s > that show Dino can legally provide us with the clients payment informatio= n? > If easier can we just have the client sign the payment authorization for= m > instead? > > Clients invoices are around $4,000.00 a week. Collections has also been > made aware recently that a payment did not go through in the amount of > $4,104.00 covering dates of services 1/13/25 - 1/19/25. > > > > > > > > ltci@thekey.com > Long Term Care Insurance Customer Service - (855)-205-8007 > Long Term Care Insurance Fax - (813) 693-5625 > > *Billing@thekey.com * > *866-226-1702* > > > > On Mon, 10 Feb at 5:34 PM , Alejandro Aponte > wrote: > Hello Team, > > Just touching base here. If we are unable to secure the needed POA > paperwork, then are we able to secure an updated payment authorization fo= rm > with the clients "Angelo's" signature since it is their CC information > being provided? > > If Dino is an authorized user on the card, then proof showing that will > work as well! > > > ltci@thekey.com > Long Term Care Insurance Customer Service - (855)-205-8007 > Long Term Care Insurance Fax - (813) 693-5625 > > *Billing@thekey.com * > *866-226-1702* > > > > > On Mon, 3 Feb at 2:32 PM , Alejandro Aponte > wrote: > Hello Team, > > Just touching base here again, please let me know if I missed a response. > Were we able to gather an updated payment authorization form with correct= ed > signatures? > > Original communication sent 1/21/25. > > "Hope you're having a good day! I was informed by Joseph Taylor to reach > out to you regarding this matter. I am reaching out because the PAF on fi= le > for client's Emma Canci and Angelo Pozzebon is needing corrections. In th= e > payment information it shows Angelo Pozzebon's payment information but th= e > client's son Dino Pozzebon's signature. We are needing Angelo's signature > since it is their banking information or the client's son Dino can provid= e > their own payment unless we are able to secure a POA that shows the > client's son is legally able to provide Angelo's payment information. Hop= e > to hear from you soon > > > > > > ltci@thekey.com > Long Term Care Insurance Customer Service - (855)-205-8007 > Long Term Care Insurance Fax - (813) 693-5625 > > *Billing@thekey.com * > *866-226-1702* > > > > > On Wed, 29 Jan a

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