Tuesday, August 31, 2010

2010.8.31 - quick check-in with account manager

from  Brian ______ <brian.______@baypointbenefits.com>
to  Clay Shentrup <clay@______.com>
cc  <office manager>
date  Tue, Aug 31, 2010 at 11:09 AM
subject Re: Delta Coverage?
 
Annette Jang was the contact at Blue Shield that set up the <current employer> account and facilitated the data entry of the employees.  She has access to system data that a customer service agent would not (access to the underwriting notes, case installation management, and pre-underwriting notes).  Customer service/service supervisors just has the general account info.  Meaning, if she said that it was not sourced by <current employer> then there is no way that it could be.

We’ll be in touch regarding Delta.

Brian

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