Re: 163972 Carole Petsche - FIN-WELCOME CALL - [#1025884]

From
Joey Taylor <joey.taylor@thekey.com>
To
DeAnna Brown <ltci@thekey.com>
CC
jeannie.ortiz@thekey.com, tt@thekey.com, djacobs@thekey.com
Date
Mon, 6 Jan 2025 15:08:05 -0500
Folder
INBOX
--0000000000006254d8062b0f30c6 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Perfect thank you!! I will advise if we restart care On Mon, Jan 6, 2025 at 2:59=E2=80=AFPM DeAnna Brown wrote= : > Thank you for letting me know Joey. > > Given the circumstances I am going to close this ticket but can you pleas= e > let us know if we do begin care for this client so we can proceed with > gathering the proper signatures. > > Thank you! > > DeAnna Brown > > > *ltci@thekey.com Long Term Care Insurance Customer > Service - (855)-205-8007Long Term Care Insurance Fax - (813) 693-5625* > *Billing@thekey.com * > *866-226-1702* > > On Mon, 6 Jan at 2:02 PM , DeAnna Brown wrote: > THIRD ATTEMPT > > Hi Dominique, > > Thank you for getting that uploaded for us. I noticed however that the > signature is an email address instead of the first and last name of the > card payor. > Unfortunately, in order to remain compliant with our legal and payment > processing policies, we require a signature that includes both a first an= d > last name. Upon reviewing PandaDoc, I found that this issue occurred > because the first and last name were not entered in the signer details > before the document was sent for signature, causing PandaDoc to default t= o > the email address instead. > > To prevent this from happening in the future, please ensure that both the > first and last name are included in the recipient details before sending > the document for signature. > > > Can you please let me know once you have a new PAF uploaded? > > Thank you, > DeAnna Brown > > > *ltci@thekey.com Long Term Care Insurance Customer > Service - (855)-205-8007Long Term Care Insurance Fax - (813) 693-5625* > *Billing@thekey.com * > *866-226-1702* > > On Fri, 3 Jan at 5:16 PM , DeAnna Brown wrote: > Hi Dominique, > > Thank you for getting that uploaded for us. I noticed however that the > signature is an email address instead of the first and last name of the > card payor. > Unfortunately, in order to remain compliant with our legal and payment > processing policies, we require a signature that includes both a first an= d > last name. Upon reviewing PandaDoc, I found that this issue occurred > because the first and last name were not entered in the signer details > before the document was sent for signature, causing PandaDoc to default t= o > the email address instead. > > To prevent this from happening in the future, please ensure that both the > first and last name are included in the recipient details before sending > the document for signature. > > > Can you please let me know once you have a new PAF uploaded? > > Thank you, > DeAnna Brown > > > *ltci@thekey.com Long Term Care Insurance Customer > Service - (855)-205-8007Long Term Care Insurance Fax - (813) 693-5625* > *Billing@thekey.com * > *866-226-1702* > > On Mon, 30 Dec, 2024 at 8:32 AM , DeAnna Brown wrote: > Hi Dominique, > > Thank you for getting that uploaded for us. I noticed however that the > 

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