AccountId: 011433970860
ContactId: a1753894-0602-4194-acb7-5f9d6d5c174c
Channel: VOICE
LanguageCode: en-US
Total Conversation Duration: 141539 ms
Total Talk Time (AGENT): 30922 ms
Total Talk Time (CUSTOMER): 111009 ms
Interruptions: 1
Overall Sentiment: AGENT=0.8, CUSTOMER=1.4
Redaction Types: PII
Input Audio S3: s3://apl-connect-contactcenter-data-prod/connect/apl-prod/CallRecordings/2025/02/05/a1753894-0602-4194-acb7-5f9d6d5c174c_20250205T19:41_UTC.wav
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[AGENT][POSITIVE] Good afternoon. Thank you for calling ATL.
[CUSTOMER][NEUTRAL] Hey [PII], it's [PII].
[AGENT][NEUTRAL] How are you?
[CUSTOMER][POSITIVE] Hey, pretty good, [PII]. I hope you're having a good day. Um, I have a group that, um, I do the medical for them and I, I took them over on an agent of record a couple years ago.
[AGENT][NEUTRAL] Yeah
[AGENT][NEUTRAL] OK.
[AGENT][NEUTRAL] OK.
[CUSTOMER][POSITIVE] And um they have 5 employees and the owner's been very busy because I told her she has Transamerica and she always she always tells me it's garbage. Now the group is a great group they run really well they have very, very low claims they're one of my best running groups.
[AGENT][NEUTRAL] OK.
[CUSTOMER][NEGATIVE] And they're always getting a lot of money back in the surplus bucket, you know, they get back like 2 months, 2.5 months in the surplus on the level funded platform. So she just called me and she said I've had it with Transamerica. I can't even get them to return a call, um, you know, stuff like that. So she said, can I get on American Public Life, um, now, now the renewal is [PII].
[AGENT][NEUTRAL] OK.
[AGENT][NEUTRAL] OK.
[CUSTOMER][NEUTRAL] They renewed with Trans but they wanna cancelrans and uh you know look and consider moving over to APL so I just wanted to see if that's possible.
[AGENT][NEUTRAL] OK.
[AGENT][NEUTRAL] Now do they wanna become like effective like 2131, is that?
[CUSTOMER][NEUTRAL] Well, they, my recommendation to them is to become effective 31 and then have a short 6 month uh policy or whatever and and then on 101 align with the major medical.
[AGENT][NEUTRAL] OK
[AGENT][NEUTRAL] OK.
[AGENT][NEUTRAL] OK, what we can do is I can like send me the group information and let me know kind of like what you wanna quote um and then I can ask underwriting for approval for the short plan here.
[CUSTOMER][NEUTRAL] OK, fair enough, yep, yeah, they, they currently have, I think a $4000 deductible, so they'll probably go with, you know, like a $2000 or uh, uh, they'll probably mirror something like they have with trans and I'm in my car so I really don't remember the trans benefit right now but I'll send you an email.
[AGENT][NEUTRAL] Oh, OK.
[AGENT][POSITIVE] Yeah, send it when you get a chance send it my way.
[CUSTOMER][NEUTRAL] OK, but, but you think it's possible to to get them on?
[AGENT][NEUTRAL] Oh,
[AGENT][NEUTRAL] Yes
[CUSTOMER][POSITIVE] OK, alright, I'll work on it tomorrow thank you very much.
[AGENT][POSITIVE] Thanks [PII], have a good one.
[CUSTOMER][NEUTRAL] You too bye bye.
[AGENT][NEUTRAL] Bye bye.