AccountId: 011433970860 ContactId: 0b097ede-7980-40de-8648-c72ec6799a06 Channel: VOICE LanguageCode: en-US Total Conversation Duration: 518869 ms Total Talk Time (AGENT): 184429 ms Total Talk Time (CUSTOMER): 183696 ms Interruptions: 4 Overall Sentiment: AGENT=0.2, CUSTOMER=0.2 Redaction Types: PII Input Audio S3: s3://apl-connect-contactcenter-data-prod/connect/apl-prod/CallRecordings/2025/01/03/0b097ede-7980-40de-8648-c72ec6799a06_20250103T15:00_UTC.wav -------------------------------------------- [AGENT][NEUTRAL] [PII]. This is. How may I help you? [CUSTOMER][NEUTRAL] Sorry, ma'am, I'm having a little trouble. Sounds like the phone's muffled. There we go. Thank you. How are you today ma'am? My name is [PII]. [AGENT][NEUTRAL] Can you hear me now? [AGENT][NEUTRAL] Mhm. [AGENT][POSITIVE] Great. How are you today? [CUSTOMER][NEUTRAL] Not too bad, ma'am calling in regards uh the online broker portal says my account is no longer active. [AGENT][NEUTRAL] OK. [AGENT][NEUTRAL] Hm, let's go out here and look. Let's see. [CUSTOMER][NEUTRAL] Uh, yeah, let's just look maybe it switched we had a principal agent changed, so maybe something's changed. [AGENT][NEUTRAL] Oh, could be. Let me look you up here. Is that [PII]? [CUSTOMER][NEUTRAL] Correct, it is, uh, my username is in [PII] the [PII]. [AGENT][NEUTRAL] OK. [AGENT][NEUTRAL] Alright, let's see. [AGENT][NEUTRAL] Get to the right screen here, give me just a second. [CUSTOMER][NEUTRAL] OK [CUSTOMER][NEUTRAL] 47. [AGENT][NEUTRAL] Is it, are you, was it a particular group that you're looking at or? [CUSTOMER][NEUTRAL] Uh, I believe we only have one group with you, but I don't want to, um. [CUSTOMER][NEUTRAL] Guess on that one. [AGENT][NEUTRAL] OK, hang on. OK, let's see, [PII], I'm looking for. [AGENT][NEUTRAL] Which agency are you with? [CUSTOMER][NEUTRAL] The James Group LLC ma'am. [AGENT][NEUTRAL] OK. [CUSTOMER][NEUTRAL] I have numbers if you need anything. [AGENT][NEUTRAL] Um, go ahead and give me one of the group numbers that you're working with. Let me. [CUSTOMER][NEUTRAL] I don't, I don't wanna give you that one. How about an MPN or something like that? [AGENT][NEUTRAL] OK. [AGENT][NEUTRAL] Um, I'm just trying to, yeah, go ahead and give me that. Let me see if that'll work. [CUSTOMER][NEUTRAL] OK, if not, it just takes me a while to get to the group numbers, uh, national producer number 821-7568. [AGENT][NEUTRAL] That's fine. [AGENT][NEUTRAL] Alright, so I can't find that in here. Give me just a second. [AGENT][NEUTRAL] Hm. What's your agent ID? Do you know that? [CUSTOMER][NEUTRAL] What's your ID you know that? [CUSTOMER][NEUTRAL] Uh, not without a recent statement, um. [AGENT][NEGATIVE] This is so weird. [AGENT][NEUTRAL] OK. No, that's OK. I'm just usually I find you by your last name on our agent screen, but for some reason. [CUSTOMER][NEUTRAL] I'll go, I'll go dig this up real quick. Give me just a moment. [AGENT][NEUTRAL] OK. [AGENT][NEUTRAL] And you said you're with the James group, right? I'm gonna look into that too. [CUSTOMER][NEUTRAL] Right. [CUSTOMER][NEUTRAL] Alright. [CUSTOMER][NEUTRAL] Carrier policy number 21122. [AGENT][NEUTRAL] Mhm. [AGENT][POSITIVE] OK perfect thank you let's see. [CUSTOMER][NEUTRAL] OK bye. [AGENT][NEUTRAL] Group number [AGENT][NEUTRAL] All right. [CUSTOMER][NEUTRAL] Who is the principal agent if I can ask? [AGENT][NEGATIVE] Yeah, that's where I'm going because I don't. [CUSTOMER][NEUTRAL] I get one set up. [AGENT][NEUTRAL] What do you say your username was? [CUSTOMER][NEUTRAL] What did you say your email? [CUSTOMER][NEUTRAL] In [PII]. [AGENT][NEUTRAL] OK, I don't see that under that account, um. [CUSTOMER][NEUTRAL] Um [AGENT][NEUTRAL] This is [PII] who shows the age in a record. [CUSTOMER][POSITIVE] Perfect. [CUSTOMER][NEUTRAL] This is paid to the James Group LLC then I assume. [AGENT][NEUTRAL] Yeah, let me. [CUSTOMER][NEUTRAL] OK. [CUSTOMER][NEUTRAL] That's fine um my username was just deactivated obviously. [AGENT][NEUTRAL] I don't see you even on here. That's weird. So you've actually logged into this group before? [CUSTOMER][NEUTRAL] I'm sorry, say that again. [AGENT][NEUTRAL] So you've actually logged in to this group before because I don't see you on the screen ever having access. [CUSTOMER][NEUTRAL] Well ma'am, I don't log into a I log into the broker portal as I'm the and get the commission statement. That's all I need. [AGENT][NEUTRAL] Mhm. [AGENT][NEUTRAL] Mhm. [AGENT][NEUTRAL] Got you. OK, so it must be underneath. I wonder if that's under the [PII] group. Let me look into them real quick. [CUSTOMER][NEUTRAL] That is my agency, not a client. [AGENT][NEUTRAL] OK, OK. Well, that's weird cause I usually can go right to where you're at. [AGENT][NEUTRAL] Hm, that's weird. [AGENT][NEUTRAL] I just, let me go one another route. Give me just one second. [AGENT][NEUTRAL] So that's the agent number. [AGENT][NEUTRAL] Pin number. [AGENT][NEUTRAL] Manage [AGENT][NEUTRAL] You [AGENT][NEUTRAL] I'm looking at one other place. Give me just a second, I apologize. [CUSTOMER][POSITIVE] All good. [AGENT][NEUTRAL] So when did the agent, you said there was an agent change, agent record change. Do you know when that happened? [CUSTOMER][NEUTRAL] Um, [PII] left around, I think the, the final day that [PII] worked was [PII]. [AGENT][NEUTRAL] OK. [AGENT][NEGATIVE] OK, so let me check one other thing here. I don't understand why I'm not locating your information. [AGENT][POSITIVE] Everything's got [PII] on it. [CUSTOMER][NEUTRAL] Um, but, [PII] is the new president, and I mean I've always been. [AGENT][NEUTRAL] Mhm. OK. [CUSTOMER][NEUTRAL] Uh, like all I need is commission statement access if you need to send her an email or include me to get this underway, whatever. [AGENT][NEUTRAL] Yeah, that's what I'll have to do because like I said, it's all under her, so, OK, what is your email address? [CUSTOMER][NEUTRAL] [PII] and yeah, no worries, let's just get this on the road. [AGENT][NEUTRAL] Right [AGENT][NEUTRAL] [PII] [AGENT][NEUTRAL] Yeah, we can do that group LLC James Group LLC. OK, yeah, let me just, and your contact number that you're calling is the number you're calling from a good number to reach you at the [PII]. [CUSTOMER][NEGATIVE] Negative, ma'am. [AGENT][NEUTRAL] OK. [CUSTOMER][NEUTRAL] Um, [CUSTOMER][NEUTRAL] It can get you to me, but my direct line is [PII]. [AGENT][NEUTRAL] Mm. [AGENT][NEUTRAL] OK. [CUSTOMER][NEUTRAL] [PII] [CUSTOMER][NEUTRAL] [PII]. [AGENT][NEUTRAL] [PII]. OK, let me send an email over to her real quick asking for authorization and then once I get that um I'll reach out to you. I'll be sending you an email with a username and all that so you can get set up under this account, OK? [CUSTOMER][NEUTRAL] OK [CUSTOMER][NEUTRAL] Got you, just make note she is out till Monday. [AGENT][NEUTRAL] OK. OK. Well, good to know. So. [CUSTOMER][POSITIVE] No worries. Like I said, I just gotta get this on the road. Sure, appreciate your time. [AGENT][POSITIVE] OK. No problem. You have a great day. [CUSTOMER][NEUTRAL] You as well, ma'am. [AGENT][POSITIVE] Thank you. Bye-bye.