AccountId: 011433970860 ContactId: 9967296e-2858-4d83-ba27-3e4c995542a9 Channel: VOICE LanguageCode: en-US Total Conversation Duration: 595710 ms Total Talk Time (AGENT): 181719 ms Total Talk Time (CUSTOMER): 216498 ms Interruptions: 6 Overall Sentiment: AGENT=1.1, CUSTOMER=0.8 Redaction Types: PII Input Audio S3: s3://apl-connect-contactcenter-data-prod/connect/apl-prod/CallRecordings/2025/06/03/9967296e-2858-4d83-ba27-3e4c995542a9_20250603T18:08_UTC.wav -------------------------------------------- [AGENT][NEUTRAL] Good afternoon thank you for calling APL. This is [PII]. How can I help you? [CUSTOMER][NEUTRAL] Uh, yes, ma'am. This is [PII]. I am the executor of the estate of [PII], who's one of your customers. And I've got a reference number. He passed away in December. I contacted you in January, and I still have not heard back other than some emails. Um. [AGENT][NEGATIVE] Oh sorry. [AGENT][NEUTRAL] Mhm. [CUSTOMER][NEUTRAL] I just need to check and see what else is needed for me to file a claim. [AGENT][NEUTRAL] OK, [PII], so you were the executor over an estate of an insured that has passed away, is that correct? [CUSTOMER][NEUTRAL] See if you've got everything. [CUSTOMER][NEUTRAL] Yeah. [AGENT][NEUTRAL] OK. Uh, yes, ma'am. I can try and help you with this. And what was your last name again, [PII]? [CUSTOMER][NEUTRAL] [PII]'m Mr. [PII]'s sister-in-law. [AGENT][POSITIVE] OK, thank you. [CUSTOMER][NEUTRAL] They had no children, so. [AGENT][POSITIVE] All right. And what is a good [CUSTOMER][NEUTRAL] I'm the last man standing. [AGENT][NEUTRAL] Oh. [AGENT][POSITIVE] Well, I'm very sorry for your loss. [CUSTOMER][POSITIVE] Thank you. [AGENT][NEUTRAL] OK, so what is, um, what is a good call back number for you please, Ms. [PII]? [CUSTOMER][NEUTRAL] It is [PII]. [AGENT][NEUTRAL] Thank you. And do you have his policy number? [CUSTOMER][NEUTRAL] I believe I've got a reference number 241231. [AGENT][NEUTRAL] OK, that's um [AGENT][NEGATIVE] Mm, I don't, that's not, that's not gonna be, uh, that's not gonna be it. Do you know where that number came from? [CUSTOMER][NEUTRAL] It came from, uh, he was paying $45.30 a month directly from his Wells Fargo account. And that was the only reference number we had. [AGENT][NEUTRAL] And what [AGENT][NEUTRAL] OK. OK. What's his full social so I can try and look up his information? [CUSTOMER][NEUTRAL] OK. [PII]. [AGENT][NEUTRAL] Uh-huh. [AGENT][NEUTRAL] Mhm. [AGENT][POSITIVE] OK, thank you. Give me a moment please. [AGENT][NEUTRAL] See if I can locate the information under there. [AGENT][NEUTRAL] [PII]. Is that correct? [CUSTOMER][NEUTRAL] Yes, ma'am. Yes ma'am. [AGENT][NEUTRAL] OK, so it's not under his social, so let me try his name because if he had had the policy with us a long time. [AGENT][NEUTRAL] Um, uh, that would be one reason that I probably could not locate. Uh-huh. [CUSTOMER][NEUTRAL] It's [PII]. [CUSTOMER][NEUTRAL] [PII]. [AGENT][NEUTRAL] [PII] [CUSTOMER][NEUTRAL] [PII]. [AGENT][POSITIVE] OK, thank you. [AGENT][NEUTRAL] It takes a little longer. I'm gonna send out a search by the name, so just bear with me. [CUSTOMER][POSITIVE] No problem. [CUSTOMER][NEUTRAL] And I've got a, a birth date also. [AGENT][NEUTRAL] Um, we'll get to that. I need to locate his policy first, and then, yes, ma'am, I will have to verify several things with you for security purposes. [CUSTOMER][NEUTRAL] Yeah. [AGENT][NEUTRAL] OK, so I believe I've located the policy. So if you could please verify his date of birth? [CUSTOMER][NEUTRAL] It is um [PII]. [AGENT][POSITIVE] [PII]. I'm so sorry. Can you repeat that? [CUSTOMER][NEUTRAL] [PII], I'm sorry. [AGENT][NEUTRAL] [PII]. [CUSTOMER][NEUTRAL] [PII]. [CUSTOMER][NEUTRAL] Yeah, [PII]. [AGENT][NEUTRAL] OK, so just bear with me a moment. [AGENT][NEUTRAL] Has to. [AGENT][NEUTRAL] It's just taking a moment, Mr. [PII] to pull up all the the information. [CUSTOMER][NEUTRAL] Uh [AGENT][NEUTRAL] OK, and then if you could please verify the home address that we would have had on file. [CUSTOMER][NEUTRAL] OK, the, all of, uh, his mail has been coming to my address. His old address was [PII]. [AGENT][NEUTRAL] This [AGENT][NEUTRAL] All right, so that's not the address that's on file. What is uh your address? [CUSTOMER][NEUTRAL] Oh, so it's [PII]. [AGENT][NEUTRAL] Mhm. [CUSTOMER][NEUTRAL] [PII] [PII]. [AGENT][POSITIVE] OK, thank you. [CUSTOMER][NEUTRAL] That's my address. [AGENT][POSITIVE] OK, thank you. [AGENT][NEUTRAL] So let's see. OK, so I, I do show that this policy is no longer active, Ms. [PII]. [AGENT][NEUTRAL] It actually was termed as of [PII]. [CUSTOMER][NEUTRAL] OK. So what happened was y'all were [CUSTOMER][NEUTRAL] You were dinging his account, and it was, it was. [CUSTOMER][NEUTRAL] Stopped. I think the bank, the bank froze his account. So I contacted you then. [AGENT][NEUTRAL] Uh-huh. [CUSTOMER][NEUTRAL] And [CUSTOMER][NEUTRAL] It was closed. [CUSTOMER][NEUTRAL] And [CUSTOMER][NEGATIVE] I've never received a refund check for the premium, but [CUSTOMER][NEUTRAL] So [CUSTOMER][NEUTRAL] What was he paying for all of this time? [AGENT][NEUTRAL] So there [CUSTOMER][NEUTRAL] I don't even know what kind of it. [AGENT][NEUTRAL] This was a had been a cancer policy that initially was in his wife's name. [CUSTOMER][NEUTRAL] Um, no, it was a cancer policy. OK. I, I, you know, I've done all of this stuff and I, it would have been great if somebody had told me that in the beginning. [AGENT][NEUTRAL] Mhm, right, it's not a life insurance policy. [CUSTOMER][NEUTRAL] Alright, well, very good then so so then there's nothing else to be done on this account. [AGENT][NEUTRAL] Yes, ma'am. [AGENT][NEUTRAL] No, ma'am. There is not. There is not. It's uh, this one is one that you can check off of your to do list. Yes, ma'am, your list. [CUSTOMER][NEUTRAL] OK. [CUSTOMER][NEUTRAL] Alright. [CUSTOMER][NEUTRAL] Ah. [CUSTOMER][POSITIVE] On my list, my list. Thank, thank you very much. I appreciate it, ma'am. [AGENT][POSITIVE] Oh, you're very we[PII]. Certainly, you're very welcome. Is there anything else I can help you with? [CUSTOMER][POSITIVE] All right. Thank you. Bye bye now. [CUSTOMER][POSITIVE] No, ma'am, that fixes me up and, and closes out my list actually. Thank you. [AGENT][POSITIVE] Oh, OK, well, great. Well, I hope you have a wonderful afternoon and thank you again for calling APL, Ms. [PII]. [CUSTOMER][NEUTRAL] All right, have a, yeah. [CUSTOMER][POSITIVE] Thank you, bye bye now. [AGENT][NEUTRAL] You bye bye.