Re: 164092 Emma Canci and Angelo Pozzebon - FIN-WELCOME CALL - [#1033378]

From
Joey Taylor <joey.taylor@thekey.com>
To
Cheryl Cartwright <ccartwright@thekey.com>
CC
Alejandro Aponte <clientservice@thekey.com>, mlicoudis@thekey.com, jeannie.ortiz@thekey.com, tt@thekey.com
Date
2025-02-11 10:14:46
Folder
INBOX
--000000000000b27401062ddf497a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Yes, this is still a tier 1 big client in Montreal. They are *paying* their invoices, I do *not *want to threaten to suspend services in this case On Mon, Feb 10, 2025 at 5:58=E2=80=AFPM Cheryl Cartwright wrote: > I will reach out again tomorrow am. I have had success when I threaten > suspension of services. > > Joey is this client still active? > > Cheryl > On Mon, Feb 10, 2025 at 6:34=E2=80=AFPM Alejandro Aponte > wrote: > >> Hello Team, >> >> Just touching base here. If we are unable to secure the needed POA >> paperwork, then are we able to secure an updated payment authorization f= orm >> with the clients "Angelo's" signature since it is their CC information >> being provided? >> >> If Dino is an authorized user on the card, then proof showing that will >> work as well! >> >> >> 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 Mon, 3 Feb at 2:32 PM , Alejandro Aponte >> wrote: >> Hello Team, >> >> Just touching base here again, please let me know if I missed a response= . >> Were we able to gather an updated payment authorization form with correc= ted >> signatures? >> >> Original communication sent 1/21/25. >> >> "Hope you're having a good day! I was informed by Joseph Taylor to reach >> out to you regarding this matter. I am reaching out because the PAF on f= ile >> for client's Emma Canci and Angelo Pozzebon is needing corrections. In t= he >> payment information it shows Angelo Pozzebon's payment information but t= he >> client's son Dino Pozzebon's signature. We are needing Angelo's signatur= e >> since it is their banking information or the client's son Dino can provi= de >> their own payment unless we are able to secure a POA that shows the >> client's son is legally able to provide Angelo's payment information. Ho= pe >> to hear from you soon >> >> >> >> >> >> 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, 29 Jan at 11:19 AM , Alejandro Aponte >> wrote: >> Hello Cheryl, >> >> Just touching base here, are there any updates regarding the new payment >> authorization form needed? >> >> >> 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 Tue, 21 Jan at 5:35 PM , Lorena Garcia wrote: >> Hi Cheryl, >> >> Hope you're having a good day! I was informed by Joseph Taylor to reach >> out to you regarding this matter. I am reaching out because the PAF on f= ile >> for client's Emma Canci and Angelo Pozzebon is needing corrections. In t= he >> payment information it shows Angelo Pozzebon's payment informati

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