Re: Urgent: Canada Life Info Needed

From
Lindsey Fancy <lfancy@thekey.com>
To
Terence Barfield <tbarfield@thekey.com>
CC
Chuck Terlesky <cterlesky@thekey.com>, Timothy Thomas <tt@thekey.com>, Chuck Leu <cleu@thekey.com>
Date
Fri, 9 Sep 2022 06:30:39 -0600
Folder
INBOX
--Apple-Mail-04F21585-A3F4-486B-9D8D-3EE77BB002C7 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: quoted-printable Hi Terence, I had previously connected you with Patrick McArthur, who is the broker. He c= an get you this info.=20 Best regards, Lindsey Sent from my iPhone > On Sep 9, 2022, at 6:18 AM, Terence Barfield wrote:= >=20 > =EF=BB=BF > Good Morning Lindsey and Chuck, >=20 > I regret the unavoidably urgent nature of this request. However, I need th= e following information from Canada Life (Policy # 410352) NO LATER THAN Mon= day (9/12) for the current group benefit plan covering our Winnipeg field st= aff. >=20 > If you would like to connect me with the broker for the policy or with you= r contact atCanada Life then I'd be happy to follow up with them directly. >=20 > We need the claims and premiums for the health and dental benefits for the= most recent three years (or two years if three years of experience is not a= vailable). > Also, the stop loss/pooling limit and details on any pooled claims for the= last 2-3 years (the amount of the pooled claims, the number of claimants, t= he type of claim) >=20 > @Chuck Terlesky & @Timothy Thomas - Lindsey had shared that she is now wo= rking a new full time job from 8:30 - 4:30 so I'm hoping you have another wa= y to contact her (i.e. personal cell phone number) so we don't have to wait u= ntil this evening for her to reply. >=20 > Thanks, > Terence Barfield, CEBS (Compliant) > Senior Manager Benefits --Apple-Mail-04F21585-A3F4-486B-9D8D-3EE77BB002C7 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable Hi Terence, I had previo= usly connected you with Patrick McArthur, who is the broker. He can get you t= his info.&nbsp; Best regards, Lindsey Sent from my iPhone On Sep 9, 2022, at 6:18 AM, Terence Barfield= &lt;tbarfield@thekey.com&gt; wrote: =EF=BB=BF Good Morning Lindsey= and Chuck, I regret the unavoidably&nbsp;urgent nature o= f this request. However, I need the following information from Canada Life (= Policy # 410352) NO LATER THAN Monday (9/12) for the current group benefit p= lan covering our Winnipeg field staff. If you would= like to connect me with the broker for the policy or with your contact atCa= nada Life then I'd be happy to follow up with them directly. We need the claims and premiums for the health and dental benefits= for the most recent three years (or two years if three years of experience i= s not available). Also, the stop loss/pooling limit and details on= any pooled claims for the last 2-3 years (the amount of the pooled claims, t= he number of claimants, the type of claim) @Chuck Terlesky &nbsp;&amp;&nbsp; @Timothy Th= omas &nbsp; - Lindsey had shared that she is now working a new full time j= ob from 8:30 - 4:30 so I'm hoping you have another way to contact her (i.e. p= ersonal cell phone number) so we don't have to wait until this evening for h= er to reply. Thanks, Terence Barfield, CEBS &nbsp;(Compliant) Senior= Man

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