Fwd: 168260 Blanca Munoz & 168240 Hernan Yepes - Collection of Overdue Balances & Review of Billing to SGI Insurance Canada - [#1239550]

From
Marc Atkinson <collectionsteam@thekey.com>
To
timon.page@thekey.com
CC
lito.delapena@thekey.com, tt@thekey.com
Date
Thu, 05 Mar 2026 16:10:10 +0000
Folder
INBOX
----==_mimepart_69a9aae26fe1c_2545ff14403711f Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Timon, Thank you for forwarding the email from Andrea Marroquin. = Billing can address the question regarding the invoice generation. Cou= ld you please confirm when the invoices were submitted to SGI, as well as= the date and method used to submit them? Regarding the delay in bill= ing, I believe it would be best to be transparent and explain that we ini= tially did not know where or how the invoices needed to be submitted. Onc= e we identified the correct submission process, we were able to send them= . At this point, I am unsure whether SGI will approve payment, but I = would still like to provide Andrea with this information and see how she = responds. Additionally, could you confirm whether there is virtually = no chance that the clients would be able to pay the balances privately? I= f SGI ultimately responds that they cannot pay or that the invoices will = require further review, it may make sense to write off the balances. If t= he clients are unable to pay privately, sending the accounts to a third-p= arty collections agency would likely not be productive. In that case, we = could write off the balances and, if payment is eventually received from = SGI, reverse the write-off and record it as a recovery. Finally, it w= ould be helpful to have a clear understanding of SGI=E2=80=99s invoice su= bmission process in case we work with them again in the future. Thank= you! Regards, Marc Atkinson Team Leader Customer Contact & Col= lections Center 866-226-1702 - Main Line 239-264-1290 - Direct Line ma= rc.atkinson@thekey.com =0D =0D On=0D Wed, 4 Mar at 11:09 AM=0D , Timon Page wrote:= =0D =0D =0D =0D Hey Marc =0D =0D I forwarded an email from their insurance adjuster earlier this morning.= Did you get it? =0D =0D =0D =0D =0D =0D Best regards, =C2=A0Timon Page=0D =0D =0D =0D =0D =0D General Manager, Ontario =0D =0D =0D timon.page@thekey.com =0D =0D =0D Mobile: (437) 223-0841 =0D =0D =0D =0D TheKey.ca =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D On Wed, Mar 4, 2026 at 9:48=E2=80=AFAM Marc Atkinson wrote: =0D =0D =0D =0D =0D =0D Hi Timon, =0D =0D =0D =0D We wanted to touch base regarding the account balances of $1,124.13 and = 1,264.65 for Hernan Yepes and Blanca Munoz. =0D =0D =0D =0D Since you and I last spoke, I have called their house line to try to get= in touch with their son Andres Munoz 2 more times, to no avail. He has n= ot returned my voicemails. =0D =0D =0D =0D At this time, I feel we need to write off the balances for exhausted eff= orts and consider sending them to a third-party for continued collections= efforts. May you please review the following information? =0D =0D =0D =0D - Do we have any sort of signed document from SGI Insurance of Canada th= at would allow us to reach out to them to get them to pay? Based on the p= aperwork in Wellsky, there is nothing for SGI Insurance of Can

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