AccountId: 011433970860 ContactId: 04aba711-1172-4dc2-93a8-2b8975dbfda6 Channel: VOICE LanguageCode: en-US Total Conversation Duration: 508230 ms Total Talk Time (AGENT): 219454 ms Total Talk Time (CUSTOMER): 236624 ms Interruptions: 1 Overall Sentiment: AGENT=2, CUSTOMER=0.6 Redaction Types: PII Input Audio S3: s3://apl-connect-contactcenter-data-prod/connect/apl-prod/CallRecordings/2025/01/17/04aba711-1172-4dc2-93a8-2b8975dbfda6_20250117T21:15_UTC.wav -------------------------------------------- [AGENT][POSITIVE] Good afternoon. Thank you for calling APL. My name is [PII]. How may I help you? [CUSTOMER][NEUTRAL] Yeah. [CUSTOMER][NEUTRAL] Uh, yes ma'am. I'm looking at my policy and I wanted to change my um my bank draft information. [AGENT][POSITIVE] Alright, well it would be a pleasure to assist you with that. Do you happen to have your policy number available? [CUSTOMER][NEUTRAL] Oh my. [CUSTOMER][NEUTRAL] Uh yes, ma'am, I do. It's 957222. [AGENT][NEUTRAL] Thank you and can you verify your name and date of birth, please, ma'am? [CUSTOMER][NEUTRAL] It's [PII] and uh [PII]. [AGENT][POSITIVE] Oh, I'm a July girl too. [CUSTOMER][POSITIVE] Good. [AGENT][POSITIVE] I can't beat those you like girls now. [CUSTOMER][NEUTRAL] It is so hot. [CUSTOMER][NEUTRAL] Yeah [AGENT][NEUTRAL] And what is your current mailing address? [CUSTOMER][NEUTRAL] It's [PII]. [AGENT][POSITIVE] All right, thank you. And what is a good callback number in case we get disconnected? [CUSTOMER][NEUTRAL] [PII] [AGENT][NEUTRAL] And then finally I have a Yahoo email on file. Can we verify that? [CUSTOMER][NEUTRAL] It is [PII] mhm mhm. [AGENT][NEUTRAL] Amen. [AGENT][POSITIVE] Absolutely, I love that. [CUSTOMER][POSITIVE] Thank you. [AGENT][NEUTRAL] And is it with the same bank or is it with a different banking? [CUSTOMER][NEUTRAL] It's, it's a different bank and it said um I set it up under the payment preferences. [CUSTOMER][NEUTRAL] Um, I've already got the routing number and uh the account number in there and I've saved it, but I don't see where to delete the other bank. I don't see where to delete South State Bank. I just set up a Coy bank. [CUSTOMER][NEUTRAL] In there. [AGENT][NEUTRAL] Now, is this for First National Bank in [PII]? [CUSTOMER][NEUTRAL] What's in [PII]. [AGENT][NEUTRAL] That's just the name of the bank. [CUSTOMER][NEUTRAL] No, it's [CUSTOMER][NEUTRAL] Oh no ma'am it's Oak County, I mean Oak Coy SNL. [AGENT][NEUTRAL] OK. [CUSTOMER][NEUTRAL] Mhm. [AGENT][NEUTRAL] So what I'm going to do if you did change banks, I will need to send you a form to complete and get it back to us and then we can update that banking information for your premium. [CUSTOMER][NEUTRAL] OK. [CUSTOMER][POSITIVE] OK, well I'm glad that it's already auto paid for this month under the old bank. [AGENT][NEUTRAL] Yes, ma'am. [CUSTOMER][NEUTRAL] And uh [AGENT][NEUTRAL] And, um, would you like for me to email it to you or do you want me to mail it to you? [CUSTOMER][NEUTRAL] I know I've got a little [CUSTOMER][NEUTRAL] You can email it to me if you email it. I'll be able to email it right, uh, wait, can I? [AGENT][NEUTRAL] You can do that. [CUSTOMER][POSITIVE] OK, that'd be great. [AGENT][NEUTRAL] Let me just get that form for you. Bear with me just one second. [CUSTOMER][NEUTRAL] Mhm. [CUSTOMER][NEUTRAL] OK. [AGENT][POSITIVE] And I'll go ahead and email it right now for you. [CUSTOMER][POSITIVE] Wonderful. [AGENT][POSITIVE] Let me just pull that form up. I wanna make sure I get the right one to you. [CUSTOMER][NEUTRAL] Alright [CUSTOMER][NEUTRAL] OK. [AGENT][NEUTRAL] In fact, do you have an account online? [AGENT][NEUTRAL] On our portal? [CUSTOMER][NEUTRAL] Um, [CUSTOMER][NEUTRAL] Uh, not, is this a bank as well? [AGENT][NEUTRAL] So we have a an online account of portal. [AGENT][NEUTRAL] Let me see if you have an account. [CUSTOMER][NEUTRAL] I, I, I'm on my online account. [AGENT][NEUTRAL] If you go under the forms section. [AGENT][NEUTRAL] Claims and forms. [CUSTOMER][NEUTRAL] Uh, it is [CUSTOMER][NEUTRAL] Claims inform wait um. [AGENT][NEUTRAL] You should. Mhm. [CUSTOMER][NEUTRAL] Uh, policy contact information, notification preferences, payment preferences, claim forms. [AGENT][NEUTRAL] If you go into that form section, you should be able to get that electronic funds transfer form from there. [CUSTOMER][NEUTRAL] OK. [CUSTOMER][NEUTRAL] OK, let's see here. Oh, claims and forms I see it. [CUSTOMER][NEUTRAL] And. [AGENT][NEUTRAL] It's gonna be an electronic funds transfer form. Let's see if it's on there. [CUSTOMER][NEUTRAL] Uh, let me go back to that. [AGENT][NEUTRAL] It should be under the direct deposit form, the next one down. [CUSTOMER][NEUTRAL] OK, online service it took me back to the. [CUSTOMER][NEUTRAL] Hm, it took me back. Let me go back. [CUSTOMER][NEUTRAL] Um, [CUSTOMER][NEUTRAL] No, I'm on APL. I'm on the website. [CUSTOMER][NEUTRAL] Let me see if there a home page. [CUSTOMER][NEUTRAL] Go to the home game. [CUSTOMER][NEUTRAL] Oh, there it is my claim. [CUSTOMER][NEUTRAL] Well, well. [AGENT][NEUTRAL] It should be electronic forms transfer. [CUSTOMER][POSITIVE] Uh, it's a funny cards. [CUSTOMER][NEUTRAL] Upload documents. [AGENT][NEUTRAL] OK, if you go, OK. [CUSTOMER][NEUTRAL] Uh [CUSTOMER][NEUTRAL] Yeah [AGENT][NEUTRAL] Maybe if you go to just the um [PII]. [AGENT][NEUTRAL] Cause I see it there. [CUSTOMER][NEUTRAL] OK. [CUSTOMER][NEUTRAL] The claims and forms. I see that over there. [AGENT][NEUTRAL] Mhm. [AGENT][NEUTRAL] And then as you're scrolling down, you'll see the different. [AGENT][NEUTRAL] Claim forms and dental claim form, direct deposit form and then electronic funds transfer form. [CUSTOMER][NEUTRAL] Uh [CUSTOMER][NEUTRAL] Me through um. [CUSTOMER][NEUTRAL] Yeah, [CUSTOMER][NEUTRAL] OK. [CUSTOMER][NEUTRAL] Authorization? No, not that one. [AGENT][NEUTRAL] You're getting close. [CUSTOMER][NEUTRAL] I. [CUSTOMER][NEUTRAL] OK, right, I see where it says dental. Ah, there it is. Download the direct deposit form. [AGENT][NEUTRAL] Well, no, not the direct deposit. This is gonna be for your premium, which is electron electronic funds transfer. [CUSTOMER][NEUTRAL] OK, I will do. [AGENT][NEUTRAL] Yeah. [AGENT][NEUTRAL] Electronic funds transfer and that you can just complete online and you can email it to the care team. [CUSTOMER][NEUTRAL] OK. [CUSTOMER][NEUTRAL] OK. [CUSTOMER][POSITIVE] That'd be wonderful. OK, where would I? let me get the email number, I mean email address. [AGENT][POSITIVE] Yes, yeah, yes, yes, ma'am. Are you ready? [CUSTOMER][NEUTRAL] I am. [AGENT][NEUTRAL] OK, it's Care Team and that is all one word. It's [PII] [CUSTOMER][NEUTRAL] Mhm [AGENT][NEUTRAL] [PII] [CUSTOMER][NEUTRAL] Uh-huh. [AGENT][NEUTRAL] [PII]. [CUSTOMER][NEUTRAL] [PII]. [CUSTOMER][NEUTRAL] OK, and uh since I've already put the banking information um in the um. [CUSTOMER][NEUTRAL] Oh OK I see I have to put it again on this form alright. [AGENT][NEUTRAL] Yeah, cause I think that you did it for direct deposit of claims. [CUSTOMER][NEUTRAL] Uh [AGENT][NEUTRAL] But when you're doing it for premium and that's fine because when we have a claim on file it would go to that bank account for the claim payment. [CUSTOMER][NEUTRAL] Oh. [CUSTOMER][NEUTRAL] Oh, OK. [AGENT][NEUTRAL] But when you're paying the premium, we'll need that form. [AGENT][NEUTRAL] To update your banking information. [CUSTOMER][NEUTRAL] OK. [CUSTOMER][POSITIVE] Wonderful. [CUSTOMER][NEUTRAL] I'm gonna get this billed out and just send that right back to you, OK? [AGENT][POSITIVE] Yes, ma'am. It would be a pleasure to update that banking information for you. Ms. [PII], is there anything else I can help you with today? [CUSTOMER][NEUTRAL] OK [CUSTOMER][NEUTRAL] No, that's it. [AGENT][POSITIVE] All right. Well, thank you so much for calling APL. I hope you all have a lovely evening and stay warm. [CUSTOMER][POSITIVE] Thank you. [CUSTOMER][NEUTRAL] Yes. [CUSTOMER][NEUTRAL] OK. [CUSTOMER][POSITIVE] You too and have a wonderful weekend. It's Friday. [AGENT][POSITIVE] That's right. Yes, ma'am. You know what, every day is a good day. I feel, you know, [CUSTOMER][NEUTRAL] It is, it is. I mean. [AGENT][POSITIVE] I'm super blessed and I just, every day is a good day regardless of what comes. [CUSTOMER][POSITIVE] That's right. Amen. Bye bye. [AGENT][POSITIVE] Thank you bye bye. [CUSTOMER][NEUTRAL] Bye