Re: Web Leads - GO LIVE for 123 @ Wed, Jun 8, 2022 7 :30am – 8:00am (GMT-07)

--00000000000085a99705e103aae7 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 = chen@thekey.com>, David Durbin , Grace Labrecque > , Matt Neal > Cc: Gabrielle Wolfe > > > All - This afternoon in meeting with the DocuSign team to confirm all set > to go live with Centralized Web Leads we uncovered 2 potential issues and= I > have worked through solutions, but would like your feedback as you all ma= y > 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 Regiona= l > 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/locatio= n > 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 will > 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 Leads - GO LIVE for 123 @ Wed, Jun 8, 2022 7:30am =E2=80= =93 8:00am > (GMT-07) > > Good Morning, > > Thank you all for your support as we go live with Web Leads on Friday, > June 10th. This