Service Level Intervention Montreal - Bonnie Sandler

------=_Part_39796_333621092.1683645513860 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 7bit ------=_Part_39796_333621092.1683645513860 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: 7bit Hello Timothy Thomas, There is a Service Level Intervention needed on the following account. Please see the details below and respond within the intervention of what steps have been taken to remediate the relationship and whether it has been brought back to "Resolved and saved". Closing out of this intervention can be done by documenting the steps in the "Status of relationship" field and marking the referral relationship status as "Resolved and saved" or "Resolved but lost". Please see the link here: a0c7V00000CtRxHQAV Referral Account: Bonnie Sandler Referral Account Owner: Lorena Ybarra Status of the Referral Partner Relation: Office: Montreal Category: Insurance SAP Account? No Last First Time Client Start Date: Fri Apr 21 00:00:00 GMT 2023 Client Starts - Last 12 months: 2.0 Starts T&E Client %: 100.0 ------=_Part_39796_333621092.1683645513860--