AOB Invoice Enhancements

From: Lito Delapena <lito.delapena@thekey.com>
To: GeneralManagers <GeneralManagers@thekey.com>, Regional Directors <RegionalDirectors@thekey.com>
CC: Audra Williams <audraw@thekey.com>, Tiffany Silton <tsilton@thekey.com>, Elizabeth Clark <eclark@thekey.com>, Laszlo Kovacs <laszlo.kovacs@thekey.com>, Alyson Rohane <alyson.rohane@thekey.com>
Date: 2025-06-04 13:18:38
Folder: INBOX

📎 image.png; image.png; General Manager Meeting.6.3.2025.pptx

HI All,

Thank you so much for meeting with us yesterday, as discussed attached a
copy of the slide deck along with our customer matrix for our customers who
will see the updates to their invoices this week.

Key Notes:

   - 336 total clients
      - 320 clients sent an email blast regarding the enhanced
      visibility into their LTC invoicing
      - 16 clients will receive a phone call and mailed copy of the
      enhancement communication

You use the template name in column D to match the Client experience
spreadsheet to match the template used for communication on the AOB
template file.

[image: image.png]


[image: image.png]




*Client Experience spreadsheet:*
https://docs.google.com/spreadsheets/d/1sd0z8rvwHXh2mK6ObLJVmikhRuPbYcf6/edit?usp=sharing&ouid=117714048358711439050&rtpof=true&sd=true


*AOB Client Letter Templates:*
https://docs.google.com/document/d/1P3Jg97tu4qHRAzju1Dk1IxhnPUHPCPsJ/edit?usp=sharing&ouid=117714048358711439050&rtpof=true&sd=true

Please let me know if you have any questions or concerns.

Thank you,

Lito Delapena

Customer Contact and Collections Manager | TheKey

Mobile: 619-722-8561

<http://www.thekey.com>

AOB Invoice Enhancements

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