Fwd: 163972 Carole Petsche - FIN-WELCOME CALL - [#1025884]

From
DeAnna Brown <ltci@thekey.com>
To
joey.taylor@thekey.com
CC
jeannie.ortiz@thekey.com, tt@thekey.com, djacobs@thekey.com
Date
Mon, 06 Jan 2025 19:59:28 +0000
Folder
INBOX
----==_mimepart_677c3620753d2_1d73fab489b570c8914906 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Thank you for letting me know Joey.=C2=A0 Given the circumstances I a= m going to close this ticket but can you please let us know if we do begi= n care for this client so we can proceed with gathering the proper signat= ures.=C2=A0 Thank you!=C2=A0 DeAnna Brown ltci@thekey.com Long T= erm Care Insurance Customer Service - (855)-205-8007 Long Term Care Insur= ance Fax - (813) 693-5625 Billing@thekey.com 866-226-1702 = = On Mon, 6 Jan at 2:02 PM , DeAnna Brown wrote: = = THIRD ATTEMPT = = Hi Dominique, = = Thank you for getting that uploaded for us. I noticed however that the s= ignature is an email address instead of the first and last name of the ca= rd payor.=C2=A0 = = Unfortunately, in order to remain compliant with our legal and payment p= rocessing policies, we require a signature that includes both a first and= last name. Upon reviewing PandaDoc, I found that this issue occurred bec= ause the first and last name were not entered in the signer details befor= e the document was sent for signature, causing PandaDoc to default to the= email address instead. = = To prevent this from happening in the future, please ensure that both th= e first and last name are included in the recipient details before sendin= g the document for signature. = =C2=A0 = = = Can you please let me know once you have a new PAF uploaded?=C2=A0 = = Thank you, = DeAnna Brown = = ltci@thekey.com Long Term Care Insurance Customer Service - (855)-205-800= 7 Long Term Care Insurance Fax - (813) 693-5625 Billing@thekey.com 866-22= 6-1702 = = = = On Fri, 3 Jan at 5:16 PM , DeAnna Brown wrote: = = Hi Dominique, = = Thank you for getting that uploaded for us. I noticed however that the s= ignature is an email address instead of the first and last name of the ca= rd payor.=C2=A0 = = Unfortunately, in order to remain compliant with our legal and payment p= rocessing policies, we require a signature that includes both a first and= last name. Upon reviewing PandaDoc, I found that this issue occurred bec= ause the first and last name were not entered in the signer details befor= e the document was sent for signature, causing PandaDoc to default to the= email address instead. = = To prevent this from happening in the future, please ensure that both th= e first and last name are included in the recipient details before sendin= g the document for signature. = =C2=A0 = = = Can you please let me know once you have a new PAF uploaded?=C2=A0 = = Thank you, = DeAnna Brown = = ltci@thekey.com Long Term Care Insurance Customer Service - (855)-205-800= 7 Long Term Care Insurance Fax - (813) 693-5625 Billing@thekey.com 866-22= 6-1702 = = = = On Mon, 30 Dec, 2024 at 8:32 AM , DeAnna Brown wrote: = = Hi Dominique, = = Thank you for getting that uploaded for us. I noticed however that the s= ignature is an email address instead of the first and last name of the ca= 

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