Re: 165374 Gregory Grager - FIN-WELCOME CALL - [#1062496]

From
Diane Mockenhaupt <dmockenhaupt@thekey.com>
To
Jeannie Ortiz <clientservice@thekey.com>
CC
nhopkins@thekey.com, jeannie.ortiz@thekey.com, william.schmiedeknecht@thekey.com, lito.delapena@thekey.com, tt@thekey.com, Marc Atkinson <marc.atkinson@thekey.com>
Date
2025-03-10 15:35:16
Folder
INBOX
--000000000000a568fc063002e9d3 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Afternoon Jeannie, Regarding Gregory Grager. This client has actually cancelled services. I have been in conversation with Marc Atkinson and have added him to this thread. We were given a deposit for one week's service prior to SOC. I have mailed that check along with the outstanding invoice to Dallas for processing. We will owe the client a refund but the client was unwilling to provide any other payment method. Thank you, Diane On Mon, Mar 10, 2025 at 3:28=E2=80=AFPM Jeannie Ortiz wrote: > Good Day, > > I am following up on Aljeandro's request for CHECK payer approval. Have w= e > received this approval? The client currently has an outstanding balance. > > Thank You, > Jeannie Ortiz > Finance Onboarding & Experience Manager > jeannie.ortiz@thekey.com > Phone: 866-226-1702|Fax: 813-693-5625 |Email: ltci@thekey.com > > > On Wed, 5 Mar at 4:30 PM , Alejandro Aponte > wrote: > Thank you for the update! > > > ltci@thekey.com > Long Term Care Insurance Customer Service - (855)-205-8007 > Long Term Care Insurance Fax - (813) 693-5625 > > *Billing@thekey.com * > *866-226-1702* > > > > > On Wed, 5 Mar at 4:28 PM , Diane Mockenhaupt > wrote: > Hello Alejandro, > > We have not yet got check pay permission and may not be continuing > with the client. We are working on getting everything settled. > > Thanks, > Diane > > On Wed, Mar 5, 2025 at 3:07=E2=80=AFPM Alejandro Aponte > wrote: > >> Hello Team, >> >> Just touching base here, have you been able to secure check payer >> approval from both Tim, and Laszlo our VP of Finance? >> >> Location: Chicago >> >> "Thank you for uploading the missing documents needed to audit this new >> client. However, I noticed that it is hand written on our contract that = the >> client is going to be paying by check. Can you please upload the approva= l >> email from both the regional manager and Laszlo our VP of Finance? All >> check payers must be approved by these two sources. " >> >> >> ltci@thekey.com >> Long Term Care Insurance Customer Service - (855)-205-8007 >> Long Term Care Insurance Fax - (813) 693-5625 >> >> *Billing@thekey.com * >> *866-226-1702* >> >> >> >> On Fri, 28 Feb at 4:08 PM , Alejandro Aponte >> wrote: >> Hello again, >> >> Thank you for uploading the missing documents needed to audit this new >> client. However, I noticed that it is hand written on our contract that = the >> client is going to be paying by check. Can you please upload the approva= l >> email from both the regional manager and Laszlo our VP of Finance? All >> check payers must be approved by these two sources. >> >> >> ltci@thekey.com >> Long Term Care Insurance Customer Service - (855)-205-8007 >> Long Term Care Insurance Fax - (813) 693-5625 >> >> *Billing@thekey.com * >> *866-226-1702* >> >> >> >> >> >> > 1062496:611100 > --000000000000a568fc063002e9d3 Content-Type: text/html; charset="UTF-8" Content-Transfer-Enco

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