--0000000000002d1a2205e10ea3d4 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Pricing plan by market Ben has done - they have the range. On Thu, Jun 9, 2022 at 9:19 AM Jay Skypeck wrote= : > How are they determining the rate quote for the client? > > Jay Skypeck > *Regional Director Greater Boston* > > > *445 Washington StreetWellesley, MA 02482617.910.6922* > Jason.Skypeck@TheKey.com > > TheKey.com > [image: TheKey] > > > On Wed, Jun 8, 2022 at 10:02 PM Angie Markwell > wrote: > >> Team any thoughts on Melissa's comments? >> >> ---------- Forwarded message --------- >> From: Melissa Reyes >> Date: Wed, Jun 8, 2022 at 5:10 PM >> Subject: Re: Web Leads - GO LIVE for 123 @ Wed, Jun 8, 2022 7:30am =E2= =80=93 >> 8:00am (GMT-07) >> To: Melissa Reyes , Angie Markwell > angie.markwell@thekey.com>, Aileen Ruffin , Chen Xie >> , David Durbin , Grace >> Labrecque , Matt Neal >> Cc: Gabrielle Wolfe >> >> >> All - This afternoon in meeting with the DocuSign team to confirm all se= t >> to go live with Centralized Web Leads we uncovered 2 potential issues an= d I >> have worked through solutions, but would like your feedback as you all m= ay >> have better recommendations here (@Chen?). >> >> *Challenge#1:* There are some states that require a local representative >> to sign consent along with client. >> *Recommended Solution:* For any state that requires local representative >> to sign consent along with client the Web Lead Team will route to Region= al >> Manager identified for that Region. >> *Dependency:* DocuSign Team is unable to identify which locations/states >> require a local representative to sign, therefore we will need each >> Division Head to provide name of Regional Manager and what region/locati= on >> they are tied to before Friday. >> >> *Challenge#2:* Some States have additional disclosures the local office >> provides and in the consent form the client has to check they have >> received those additional documents. >> *Recommended Temporary Solution: *If the client ask about these during >> signing the Web Lead Team will reach out to respective office to obtain.= If >> client does not request it will be up to the office to provide prior to >> start of care. >> *Recommended Future Solution:* For states that have additional forms to >> be provided at consent an "envelope" will be created in their DocuSign >> folder that the Web Lead Team can send along with consent. >> *Dependency: *Here again we have no visibility to what states have these >> added documents and what those forms might be. Great news here is we wil= l >> not get visibility to better understand. >> >> Appreciate your feedback, >> >> >> Melissa Reyes >> >> ------------------------------ >> *From:* Melissa Reyes >> *Sent:* Wednesday, June 8, 2022 8:04 AM >> *To:* Angie Markwell ; Aileen Ruffin > aruffin@thekey.com>; Chen Xie ; David Durbin > david.durbin@thekey.com>; Grace Labrecque ; Matt >> Neal >> *Cc:* Gabrielle Wolfe >> *Subject:* Web