Re: LTCi

From
Will Reid <wreid@thekey.com>
To
Jeannie Ortiz <jeannie.ortiz@thekey.com>
CC
Michelle Schefter <michelle.kenaga@thekey.com>, Miranda Norman <miranda.norman@thekey.com>, Steve Sudberry <ssudberry@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Fri, 7 Feb 2025 13:55:11 -0500
Folder
INBOX
--000000000000945665062d91e699 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Great. Please invite me and Steve Sudberry to the call. Thanks, Will Reid Partner wreid@thekey.com 513-707-2304 TheKey.com [image: TheKey] On Fri, Feb 7, 2025 at 1:49=E2=80=AFPM Jeannie Ortiz wrote: > Hi Will, > > I apologize for the delay in my response. I believe the information you > received may have originated from the claims and submission department. I > will include them. Clients possess benefit amounts, and certain carriers > have established processes for increasing hours, as providers conduct the= ir > own assessments of clients to determine their need for care. If you would > like, we can schedule a meeting to discuss this matter in greater detail.= I > am adding Miranda and Michelle to assist you with the report you are > seeking. > > On Fri, Feb 7, 2025 at 1:29=E2=80=AFPM Will Reid wrote= : > >> Tim, >> Any suggestions? We'd like to utilize this strategy. >> >> Thanks, >> >> Will Reid >> Partner >> >> wreid@thekey.com >> 513-707-2304 >> TheKey.com >> [image: TheKey] >> >> >> On Mon, Jan 20, 2025 at 3:59=E2=80=AFPM Will Reid wro= te: >> >>> Hello Jeannie, >>> Are you able to assist us with this or is there someone else you sugges= t >>> we contact? >>> >>> Thanks, >>> >>> Will Reid >>> Partner >>> * Please note my email has changed: * >>> wreid@thekey.com >>> 513-707-2304 >>> TheKey.com >>> [image: TheKey] >>> >>> >>> On Tue, Jan 7, 2025 at 12:52=E2=80=AFPM Will Reid wr= ote: >>> >>>> Jeannie, >>>> Steve Sudberry and I liked an idea one of the west coast teams >>>> mentioned on our November bonus results call. They had your LTCi dept = give >>>> them data on their client policies like max daily benefits for >>>> opportunities to upsell based on their specific policy. Can you assist= us >>>> with this? >>>> >>> > > -- > > Thank You, > > *Jeannie Ortiz* > Finance Onboarding and Experience Manager > > *jeannie.ortiz@thekey.com * > > *Phone:* 754.231.4471 | *Fax:* 954.622.0662 > > 5450 NW 33rd Ave. Ste. 106, Fort Lauderdale, FL 33309 > > *TheKey.com * > > > > > > > --000000000000945665062d91e699 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Great. Please invite me and Steve Sudberry = to the call. Thanks, = Will= Reid Partner wreid@thekey.com 513-707-2304 TheKey.com <a

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