This is a multipart message in MIME format. ------=_NextPart_000_06ED_01DA2C46.79EB5650 Content-Type: multipart/related; boundary="----=_NextPart_001_06EE_01DA2C46.79EB5650" ------=_NextPart_001_06EE_01DA2C46.79EB5650 Content-Type: multipart/alternative; boundary="----=_NextPart_002_06EF_01DA2C46.79EB5650" ------=_NextPart_002_06EF_01DA2C46.79EB5650 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim Wanted to shoot a reminder that as of 1/1/24, any newly onboarded = clients will be subject to the New Client Audit preformed weekly, and = could be captured as out of compliance in the email below. Are you = comfortable walking your leadership team through the implications of = this one? Elizabeth Clark Director, CI & Transformation Long Term Care Insurance, Onboarding TheKey From: aaponte@thekey.com Sent: Friday, December 8, 2023 1:19 PM To: kristy.poyner@thekey.com; 'Michelle Kenaga' = ; 'Northeast/Canada Regional Operation = Directors' ; = 'Coddye Ring-Noonan' ; 'Gayle Soulides' = ; 'Melissa Reyes' ; = 'Ginger McVeigh' ; 'Audra Williams' = ; 'Alicia Broussard' ; 'Alisha = Wise' ; 'Amy Harris' ; 'Araceli = Gutierrez' ; 'Cassi Gilkeson' = ; 'Cathy Goffredo' ; = 'Christa Chalfa' ; 'James Buscemi' = ; 'Kimberly Guerci' ; 'Triff = Cook' ; 'Yukari Roberts' ; 'Beth = Ann Rosario' ; 'Claudia Hernandez' = ; 'Jennifer Piper' ; = 'Jessica Pascasio' ; 'Karoline Da Silva' = ; 'Diane Mockenhaupt' ; = 'Chen Xie' ; 'Matt Nyberg' ; 'Leigh = Smith' ; 'Kelley Richard' = ; 'Tiffany Silton' ; 'Kirk = Hayes' ; 'Grace Labrecque' ; = 'Jennifer Geist' Cc: 'Mandi Cheslock' ; 'Sarah Powers' = ; 'Alan Badger' ; 'Bri Bailey' = ; 'Elizabeth Clark' ; 'Cody = Gardner' ; 'Laszlo Kovacs' = ; 'Paul Kahn' ; 'Gerard = Draetta' ; 'Lito Delapena' = ; 'Marc Atkinson' Subject: 12/08/23 - Action Required - $158K Open Balance - New Client = Audit Results Hello Everyone, Please see the below summary by division for clients in need of = attention due to missing or incomplete mandatory documents in accordance = with our onboarding process. Also below is a breakdown of the over $158K = open balance for these clientâs missing documentation listed by = division. Please review and address the document attached in the link = below, including any clients with start months from Jan-Oct who account = for over $70K of these open balances. The deadline for November = commissions is Friday December 8th , please reach out to Alejandro = Aponte, Marc Atkinson, & Lito with any discrepancies or questions. = Please note changes made after the updated report has been generated = will not be reflected until the client is re-audited and an updated = report is generated. Please click here = to review the updated audit tracker. * S East Division currently has the largest # of clients that have = started services in need of attention at 41 and has the second largest = open balance at over $31k in total and over $