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

From
Alejandro Aponte <clientservice@thekey.com>
To
ccartwright@thekey.com
CC
mlicoudis@thekey.com, joey.taylor@thekey.com, jeannie.ortiz@thekey.com, tt@thekey.com, eclark@thekey.com, lito.delapena@thekey.com
Date
2025-02-24 20:04:29
Folder
INBOX
----==_mimepart_67bcd0cd9bd79_1ed3fb6f413f61058021449 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hello everyone, Just touching base here, are there any updates on the= needed corrections? The issue here is that Dino signed the payment autho= rization form, but the payment information actually belongs to the client= . As it stands, we do not have anything on file to protect ourselves shou= ld the client decided to charge back payments. Are we able to either secu= re Financial POA documents that show Dino can legally provide us with the= clients payment information? If =C2=A0easier can we just have the client= sign the payment authorization form instead?=C2=A0 Clients invoices = are around $4,000.00 a week. Collections has also been made aware recentl= y that a payment did not go through in the amount of $4,104.00 covering d= ates of services 1/13/25 - 1/19/25.=C2=A0 =C2=A0=C2=A0 = ltci@thekey.com Long Term Care Insurance Customer Service - (855)-205-8= 007 Long Term Care Insurance Fax - (813) 693-5625 Billing@thekey.com 8= 66-226-1702 =C2=A0 =C2=A0 On Mon, 10 Feb at 5:34 PM , Alejan= dro Aponte wrote:=C2=A0 Hello Team, J= ust touching base here. If we are unable to secure the needed POA paperwo= rk, then are we able to secure an updated payment authorization form 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 showi= ng that will work as well!=C2=A0 ltci@thekey.com Long Term Care In= surance Customer Service - (855)-205-8007 Long Term Care Insurance Fax - = (813) 693-5625 Billing@thekey.com 866-226-1702 =C2=A0 =C2=A0 = On Mon, 3 Feb at 2:32 PM , Alejandro Aponte wrote:=C2=A0 Hello Team, Just touching base here again, please= let me know if I missed a response. Were we able to gather an updated pa= yment authorization form with corrected signatures? =C2=A0 Original c= ommunication sent 1/21/25. "Hope you're having a good day! I was info= rmed by Joseph Taylor to reach out to you regarding this matter. I am rea= ching out because the PAF on file for client's Emma Canci and Angelo Pozz= ebon is needing corrections. In the payment information it shows Angelo P= ozzebon's payment information but the client's son Dino Pozzebon's signat= ure. We are needing Angelo's signature since it is their banking informat= ion or the client's son Dino can provide their own payment unless we are = able to secure a POA that shows the client's son is legally able to provi= de Angelo's payment information. Hope to hear from you soon =C2=A0 = ltci@thekey.com Long Term Care Insurance Customer Service - (855)-2= 05-8007 Long Term Care Insurance Fax - (813) 693-5625 Billing@thekey.c= om 866-226-1702 =C2=A0 =C2=A0 On Wed, 29 Jan at 11:19 AM , A= lejandro Aponte wrote:=C2=A0 Hello Cheryl= , Just touching base here, are there any updates regarding the new pa= yment authorization form needed?=C2=A0 ltci@thekey.com Long Term C= are Insurance Cu

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