UPDATE: Annual Rate Increase Process

From
Melissa Reyes <melissa.reyes@thekey.com>
To
Regional Directors <RegionalDirectors@thekey.com>, GeneralManagers <GeneralManagers@thekey.com>, "RDBD+ASM Sales Leaders" <RDBD_ASM@thekey.com>
Date
Mon, 15 Sep 2025 12:54:51 -0700
Folder
INBOX
--0000000000000db2a7063edc619b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Team, Effective immediately, we are implementing a change to the *Annual Rate Increase* process. *What=E2=80=99s Changing:* - All clients will now receive a *minimum 4% rate increase* during their anniversary month. - This applies to all clients *except those with partner rate agreements* = (VA, CareScout). - If an RDO/GM believes a client outside of these partner groups should be considered for an exception, the request must include a *detailed reason= * in the rate increase pages. These will be reviewed at the *divisional level* for approval/denial. *September Increases =E2=80=93 Immediate Next Steps:* - We will be processing a *bulk change* for September anniversaries. - Please review the attached spreadsheet and: HERE - Identify any *partner rate exceptions*. - Add notes for any *other exception requests* (outside of partner agreements). - Review the "No Rate Increase" bucket. We have pulled in the comments from SF, and those highlighted in GREEN have been approved with no increase. All others will need to be revisited. - Any client without a documented exception will be processed at the *new 4% increase rate* (see Column L). - Clients who have already gone through review and received an increase *e= qual to or greater than 4%* will remain unchanged. *Looking Ahead:* - We are working with the Salesforce team to build an *automated 4% annual increase process*. We=E2=80=99ll continue to share updates as developmen= t progresses. - Please also review the *updated SOP for Annual Rate Increases* to ensure consistency across all regions. HERE Please review the September list no later than EOD tomorrow, 9/16. --=20 * Melissa Reyes * President of Client Services (916)743-0530 melissa.reyes@thekey.com TheKey.com [image: TheKey] --0000000000000db2a7063edc619b Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Team, Effective immediately, we are implemen= ting a change to the=C2=A0 Annual Rate Increase =C2=A0proces= s. What=E2=80=99s Changing: All clients will now receive a=C2=A0 minimum 4% rat= e increase =C2=A0during their anniversary month. This applies to all clients=C2=A0 except th= ose with partner rate agreements =C2=A0(VA, CareScout). If an RDO/GM believes a client outside of th= ese partner groups should be considered for an exception, the request must = include a=C2=A0 detailed reason =C2=A0in the rate increase p= ages. These will be reviewed at the=C2=A0 divisional level = =C2=A0for approval/denial. September Increases =E2= =80=93 Immediate Next Steps: We will be processing a=C2=A0 bulk change =C2=A0for Sept= ember anniversaries. Please revie= w the attached spreadsheet and:=C2=A0 = HERE Identify any=C2=A0 partner rate exceptions . Add notes for any=C2=A0 other exception requests =C2=A0(ou= tside of partner agreements).

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