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## Properties - Meeting Date: Unknown - Meeting Type: Call - Note Type: Summary - Attendees: Scott Warner, Lisa Law ## 1. Meeting Summary I used this quick call to clarify who Alicia Benson is in relation to our health insurance support model and whether she is the appropriate contact for follow-up questions on fertility coverage and related logistics. Lisa confirmed that Alicia is our account manager at American Health and Wellness, which serves as our broker and liaison with Cigna. Her role is to help navigate plan questions, claims concerns, and escalations with the carrier. The main takeaway is that Alicia is the right point of contact for both the fertility coverage questions already in progress and additional related questions my family has as we work through next steps, including potential travel reimbursement questions tied to treatment. Lisa also clarified the broader support structure at American Health and Wellness: Alicia handles account-level questions and more involved issues, Debbie handles benefits administration, and there is also a general employee support line for routine member questions. This was mainly a confirmation call so I could make sure I was engaging the right resource and not operating outside the normal process. Lisa was clear that I am in the right lane with Alicia. ## 2. Attendee List - Scott Warner - Lisa Law ## 3. Action Items - [Scott Warner] Reach back out to Alicia Benson with the remaining open questions regarding fertility coverage and related treatment logistics. - [Scott Warner] Include questions related to potential travel reimbursement and any other plan support needed for the upcoming treatment phase. - [Lisa Law] No follow-up requested during the portion of the call provided. ## 4. Relevant Timelines - No firm deadlines were discussed. - Near-term: I plan to contact Alicia Benson as soon as possible so we can get answers early and navigate the next phase of treatment planning. ## 5. Additional Notes - Lisa confirmed that American Health and Wellness is our insurance broker and represents our interests when working with Cigna. - Alicia Benson is the appropriate contact for escalations, plan interpretation questions, and more complex benefits issues. - Debbie was identified as the benefits administrator who supports more administrative matters, including coordination areas tied to payroll. - There is also a general hotline available for routine employee questions such as insurance card access or basic member support. - Lisa noted that prior plan language appears to have created some confusion around fertility coverage, and Amity had already worked with Alicia to get clarification from Cigna. - Lisa expressed confidence in Alicia's responsiveness and discretion, including appropriate HIPAA handling.
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