Client Experience Alert Milwaukee - Lee Ann Hill

From
Micah Jakoblich <micah.jakoblich@thekey.com>
To
"amelia.howard@thekey.com" <amelia.howard@thekey.com>, "tt@thekey.com" <tt@thekey.com>, "earl.blair@thekey.com" <earl.blair@thekey.com>, "micah.jakoblich@thekey.com" <micah.jakoblich@thekey.com>, "sviscomi@thekey.com" <sviscomi@thekey.com>, "ashley.alford@thekey.com" <ashley.alford@thekey.com>
Date
Thu, 5 Mar 2026 06:35:50 +0000 (GMT)
Folder
INBOX
------=_Part_43_866330023.1772692550522 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 7bit ------=_Part_43_866330023.1772692550522 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: 7bit A new Client Experience Alert has been created for Lee Ann Hill_2026-02-27. Owner to review and determine ownership of next steps. Risk Level/ Retention Flag: High (Client/Referral at Risk of Loss) Type of Client Experience Issue: Client Satisfaction/Experience (Dissatisfaction with Overall Care, Service Expectations Not Met) CEA Record: Lee Ann Hill_2026-02-27 Client Account: Lee Ann Hill Referral Account Name: Eastcastle Place Referral Account: Eastcastle Place Referral Account Owner: Micah Jakoblich SAP Account?: Yes ------=_Part_43_866330023.1772692550522--

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