Fwd: 166667 Philip Lord - FIN-WELCOME CALL - [#1088876]

From
DeAnna Brown <clientservice@thekey.com>
To
laszlo.kovacs@thekey.com, Sharon Speirs <sspeirs@thekey.com>, Timothy Thomas <tt@thekey.com>
CC
lito.delapena@thekey.com, jeannie.ortiz@thekey.com
Date
2025-04-14 20:58:16
Folder
INBOX
----==_mimepart_67fd76e8cd94d_1e43f8d1198f1888333248f Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Thank you everyone!=C2=A0 I have turned off the credit card surcharge= for this client.=C2=A0 Have a great day!=C2=A0 DeAnna Brown Fin= ance Onboarding Analyst III |=C2=A0TheKey ltci@thekey.com=C2=A0 Long Te= rm Care Insurance Customer Service - (855)-205-8007 Long Term Care Insur= ance Fax - (813) 693-5625 Billing@thekey.com 866-226-1702 = = On Mon, 14 Apr at 11:45 AM , TheKey Support wro= te: = Ok then. I=E2=80=99m good to waive the fee this one time. = =C2=A0 = = = = From: Sharon Speirs Sent: Friday, April 11, 2025 9= :40 AM To: Timothy Thomas Cc: Laszlo Kovacs ; DeAnna Brown ; Lito Delapena ; Jeannie Ortiz Subject: Re= : 166667 Philip Lord - FIN-WELCOME CALL - [#1088876] = =C2=A0 = Team it=E2=80=99s a one time thing can we just do it this time and I wi= ll let him no we can no longer do it unless he pays by debit card. I = Understand but honestly I already charge him 6 hours to do a pick up an= d drop off that takes less than 1 hour. = He agrees to that without any concern but the surcharge was too much. = =C2=A0 = = Sharon=C2=A0 = = = =C2=A0 = = Sharon, Speirs = =C2=A0 = General Manager = Vancouver, BC = Office: 778.279.3634 = sspeirs@thekey.com = =C2=A0 = TheKey.ca=C2=A0=C2=A0 = =C2=A0 = = =C2=A0 = = =C2=A0 = =C2=A0 = =C2=A0 = = = =C2=A0 = = =C2=A0 = = On Fri, Apr 11, 2025 at 7:32=E2=80=AFAM Timothy Thomas = wrote: = = Sorry, that's not a reasonable ask of a senior, especially here in Cana= da. We're talking about=C2=A0a few dollars at most.=C2=A0 = =C2=A0 = = On Fri, Apr 11, 2025 at 10:23=E2=80=AFAM Laszlo Kovacs wrote: = = Can we make him sign an NDA at least? Not ideal for a =E2=80=9Cbig voice= in the community=E2=80=9D to get special treatment and risk him sharing = said treatment broadly=E2=80=A6 = =C2=A0 = = From: DeAnna Brown Sent: Friday, April 11, 2025 8= :34 AM To: tt@thekey.com; Sharon Speirs ; laszlo.kova= cs@thekey.com Cc: lito.delapena@thekey.com; jeannie.ortiz@thekey.com Subj= ect: Fwd: 166667 Philip Lord - FIN-WELCOME CALL - [#1088876] = =C2=A0 = = = = Thank you Timothy.=C2=A0 = =C2=A0 = Laszlo, =C2=A0this client has one day of service scheduled at the end o= f the month and he does not want to pay for surcharges on his card. Timot= hy has approved the waiving of the surcharge. Can you please let me know = if you approve as well? = =C2=A0 = Thank you, = =C2=A0 = DeAnna Brown = = = Finance Onboarding Analyst III |=C2=A0TheKey = ltci@thekey.com=C2=A0 = Long Term Care Insurance Customer Service - (855)-205-8007 = Long Term Care Insurance Fax - (813) 693-5625 = Billing@thekey.com = 866-226-1702 = =C2=A0 = =C2=A0 = = = = On Tue, 8 Apr at 2:05 PM , TheKey Support wrote: = = Approved given it's a small client. Should he come on for ongoing servi= ce, let's move him to PAD. Thanks = =C2=A0 = = On Tue, Apr 8, 2025 at 1:37=E2=80=AFPM Sharon Speirs wrote: = = = Hi DeAnna = Thank you = I will ask Tim