AccountId: 011433970860 ContactId: 41a716ce-bded-463e-8291-ce043bafd306 Channel: VOICE LanguageCode: en-US Total Conversation Duration: 415059 ms Total Talk Time (AGENT): 146449 ms Total Talk Time (CUSTOMER): 132268 ms Interruptions: 0 Overall Sentiment: AGENT=0.9, CUSTOMER=0.2 Redaction Types: PII Input Audio S3: s3://apl-connect-contactcenter-data-prod/connect/apl-prod/CallRecordings/2025/04/08/41a716ce-bded-463e-8291-ce043bafd306_20250408T14:52_UTC.wav -------------------------------------------- [AGENT][NEUTRAL] Thank you for calling APL. This is [PII]. How may I help you? [CUSTOMER][NEUTRAL] Yes, good morning, [PII]. Um, I'm calling from an agent's office and um we have a company that wants to appoint us as your agent of records, and I need to know if my boss's license still effective with you, if the appointment's still active. [AGENT][NEUTRAL] OK. Let me take a look real quick. [AGENT][NEUTRAL] Um, and what is your last name and, and would you mind spelling it for me? [CUSTOMER][NEUTRAL] Oh, yeah, no, that, I, I'm, I'm his assistant, but my last name is [PII]. [AGENT][NEUTRAL] So [AGENT][NEUTRAL] So would you be the agent then that they would be appointing or would it it would be another agent? [CUSTOMER][NEGATIVE] No, no. [CUSTOMER][NEUTRAL] It's OK. Let me, let me explain. I'm his assistant. I'm not the agent. I can, I can spell the name, and also, let me tell you, maybe that will help you. I also have a, a number for him, an agent number for him. So I can, I can help you with either one. I, if you prefer the last name. [AGENT][NEUTRAL] OK. [AGENT][NEUTRAL] Yeah. [AGENT][NEUTRAL] OK. [AGENT][NEUTRAL] OK. [AGENT][NEUTRAL] Well, let's let's do the agent number because that will find him exactly what's the the number? [CUSTOMER][NEUTRAL] 3180175 [AGENT][POSITIVE] OK, perfect. [AGENT][NEUTRAL] And what is his um first name? [CUSTOMER][NEUTRAL] [PII] [AGENT][NEUTRAL] OK. Um, that didn't pull him up. Well, let's try his last name. What's his last name? [CUSTOMER][NEUTRAL] It's [PII]. [AGENT][NEUTRAL] OK. [AGENT][NEUTRAL] OK. [CUSTOMER][NEUTRAL] Huh. [CUSTOMER][NEUTRAL] [PII]. [AGENT][NEUTRAL] OK. [AGENT][NEUTRAL] OK, so I'm just gonna make sure I have it correctly. [PII]. [CUSTOMER][NEUTRAL] Well, no, the, the, after the [PII], it's [PII] [PII]. [AGENT][NEUTRAL] OK, so [CUSTOMER][NEUTRAL] It's [AGENT][NEUTRAL] [PII]. [AGENT][NEUTRAL] [PII]. [CUSTOMER][POSITIVE] Correct. It's [AGENT][POSITIVE] And then [PII]. OK, OK, perfect. Let me try that. [CUSTOMER][NEUTRAL] C as in cat [CUSTOMER][NEUTRAL] For the last school. [AGENT][NEUTRAL] [PII], um, it looks like he is still appointed with us. [CUSTOMER][NEUTRAL] Oh, perfect. All right. So now, um, in order to have this AR approved, uh, do you have a standard form or do how, how do we do it? [AGENT][NEUTRAL] Yeah, let me put you on a brief hold, OK? [CUSTOMER][NEUTRAL] OK. [AGENT][POSITIVE] Thank you. [CUSTOMER][NEGATIVE] You are on hold. [AGENT][NEUTRAL] Hey, [PII]. [AGENT][NEUTRAL] I [AGENT][NEUTRAL] Oh [AGENT][NEUTRAL] That [CUSTOMER][NEGATIVE] You are on hold. [AGENT][NEUTRAL] So they can email us the letter correct? [AGENT][NEUTRAL] What the letter [AGENT][POSITIVE] OK perfect OK. [AGENT][POSITIVE] OK, thank you. [AGENT][NEUTRAL] Ma'am, are you still there? [CUSTOMER][NEUTRAL] I'm still here, yeah. [AGENT][NEUTRAL] OK perfect so um in order to start the AOR process um we need a letter on the group's letterhead um and it needs to include the name of the group. [AGENT][NEUTRAL] Um, address to APL. [AGENT][NEUTRAL] Signed by the authorized person. [AGENT][NEUTRAL] The effective date. [AGENT][NEUTRAL] And the full name of [AGENT][NEUTRAL] Um, [AGENT][NEUTRAL] Hold on a second, the phone. [AGENT][NEUTRAL] And then the full name of the broker. [CUSTOMER][NEUTRAL] OK, I missed one. After you said the name of the group, you said something and I didn't. [AGENT][NEUTRAL] It needs to be addressed to APL. [CUSTOMER][NEUTRAL] Oh, I just to you. OK. Can I have the address, please? [AGENT][NEUTRAL] Yeah. [AGENT][POSITIVE] Yeah, if you wanted to send it to us via email we can do that um if that's easier for you. [CUSTOMER][POSITIVE] Yeah, that would be great. [AGENT][POSITIVE] OK, OK, perfect. It the email is gonna be [PII]. [AGENT][NEUTRAL] [PII]. [CUSTOMER][NEUTRAL] [PII]. [AGENT][NEUTRAL] Yes. [CUSTOMER][NEUTRAL] And then after [PII]? [AGENT][NEUTRAL] Uh, [PII]. [AGENT][NEUTRAL] [PII], yes. [CUSTOMER][NEUTRAL] Oh, probably. [CUSTOMER][NEUTRAL] Uh-huh. [CUSTOMER][NEUTRAL] [PII]. [AGENT][NEUTRAL] Yes, ma'am. [CUSTOMER][POSITIVE] OK, got it. Perfect. OK, so I'll, I'll do that then and then I'll just email it. Thank you very much. [AGENT][POSITIVE] OK, sounds great thank you. [CUSTOMER][POSITIVE] Thank you. Bye-bye. [AGENT][NEUTRAL] Bye bye.