AccountId: 011433970860 ContactId: bd3ccfca-2bd3-4472-be4e-ff7eb776133f Channel: VOICE LanguageCode: en-US Total Conversation Duration: 616080 ms Total Talk Time (AGENT): 231799 ms Total Talk Time (CUSTOMER): 127451 ms Interruptions: 1 Overall Sentiment: AGENT=1.4, CUSTOMER=0.4 Redaction Types: PII Input Audio S3: s3://apl-connect-contactcenter-data-prod/connect/apl-prod/CallRecordings/2025/01/13/bd3ccfca-2bd3-4472-be4e-ff7eb776133f_20250113T16:44_UTC.wav -------------------------------------------- [AGENT][NEUTRAL] Thank you for calling APL. This is [PII]. How may I help you? [CUSTOMER][NEUTRAL] Hi, [PII], this is [PII] in the care team. I've got, hey, I've got Miss [PII] on the phone. Uh, let me give you one of her policy numbers. It's 236-528-8. [AGENT][NEUTRAL] Hello. [AGENT][NEUTRAL] Mhm. [AGENT][NEUTRAL] OK. [CUSTOMER][NEUTRAL] And she is calling because her premiums are not coming out of her bank account and she wants to know what's going on. [AGENT][NEUTRAL] Mhm. [AGENT][NEUTRAL] All right. [AGENT][NEUTRAL] All right. [AGENT][NEUTRAL] All right. [CUSTOMER][NEUTRAL] And she's off group. I did see it. I did see a note that she's off group. [AGENT][NEUTRAL] OK. [CUSTOMER][NEUTRAL] But she's still a one. [AGENT][POSITIVE] All right, I think I got it. [CUSTOMER][POSITIVE] OK, all right, [PII], you have a good day. You're welcome. [AGENT][POSITIVE] Thank you. You too, thank you. [CUSTOMER][NEUTRAL] Bye bye. [AGENT][POSITIVE] Good morning Miss [PII]. [CUSTOMER][NEUTRAL] Yeah. [CUSTOMER][NEUTRAL] Yes. [AGENT][POSITIVE] Hello, good morning. How are you doing today? [CUSTOMER][POSITIVE] Good. [AGENT][NEUTRAL] Hello Miss [PII], um, we just, we, um, well, the call got just transferred to me that you are having some issues about your premium not coming out of your bank account. Is that correct? [CUSTOMER][POSITIVE] Correct. [AGENT][NEUTRAL] Mhm. [CUSTOMER][POSITIVE] That is correct. [AGENT][POSITIVE] All right, and you already provided. [AGENT][NEUTRAL] Um, bank information to us. [CUSTOMER][NEUTRAL] I did. [AGENT][NEUTRAL] Alright, let me just a minute to look through the policies and um to figure out what is going on with those premiums, right? [CUSTOMER][NEUTRAL] OK. [AGENT][NEUTRAL] All right, Miss um [PII], have you already sent to us all your paperwork um for us to, for you to keep the policy with us? [CUSTOMER][NEUTRAL] What do you mean? [AGENT][NEUTRAL] Um, are you still with, uh, your employer? [CUSTOMER][NEUTRAL] Yeah this is through CWA yeah, I'm just retired. [AGENT][NEUTRAL] OK, I [AGENT][NEUTRAL] OK, you are retiring and you want to keep the policy with us. [AGENT][NEUTRAL] And um once uh we have employees insured to retire, we request them to uh fill out a form where they tell us that they will like to their policies with us, um, and that gives us consent to draft their um premium out of a bank account. Have you already sent those documents to us? [CUSTOMER][NEUTRAL] Yeah. [CUSTOMER][NEUTRAL] OK, so [CUSTOMER][NEUTRAL] You guys were already taking payment out of my account? [CUSTOMER][NEUTRAL] I just changed bank account. [AGENT][NEUTRAL] OK. [CUSTOMER][NEUTRAL] And I gave you that information and [CUSTOMER][NEGATIVE] It had never came out of my account. [CUSTOMER][NEUTRAL] So you guys sent me letters for the um. [AGENT][NEUTRAL] OK. [CUSTOMER][NEUTRAL] Request a support coverage, is that what you're talking about? [AGENT][POSITIVE] Yes, the portability, yes. [CUSTOMER][NEUTRAL] Um [CUSTOMER][NEUTRAL] Already done that. [CUSTOMER][NEUTRAL] So I didn't do it again. [CUSTOMER][NEUTRAL] Do I need to do it again? [AGENT][NEUTRAL] Uh, no, uh, uh, well, I'm just looking at it and, um, it doesn't seem. [CUSTOMER][NEUTRAL] I'm supposed to take [AGENT][NEGATIVE] Yes, it doesn't seem like the uh bank account was placed in the correct um field for us, um. [AGENT][NEUTRAL] And you do have multiple policies, so it will take me a little bit of a minute to look at where this information so I can have the correction. Um, would you mind if I place you on a brief hold while I investigate a little bit further? [CUSTOMER][NEUTRAL] No, I don't. That's fine. Thank you. [AGENT][NEUTRAL] Alright, I'm gonna go ahead and place you on a brief hold. I'm gonna try to um find this information as soon as possible. I'll be back. [CUSTOMER][NEUTRAL] OK. You are on hold. [AGENT][NEUTRAL] Oh [PII]. [CUSTOMER][NEGATIVE] You are on hold. [CUSTOMER][NEGATIVE] You are on hold. [AGENT][NEUTRAL] Thank you for holding, Ms. [PII]. Um, all right. So I see that you already previously called us about um that you ported, indeed you sent to us, um, you faxed to us all your um documents. [AGENT][NEUTRAL] But apparently, we weren't able to find anything. Um, it was back in November, um, we were looking back in those days and we weren't able to find anything. Um, I would say, would you be able [AGENT][NEUTRAL] Are you still there, Miss. [CUSTOMER][NEUTRAL] Oh yeah. [AGENT][NEUTRAL] Uh yes, uh, would you be able to um send us those documents back again? Because uh I don't see any of the bank information. I'm already tried to look everything up and I wasn't able to find anything. [CUSTOMER][NEUTRAL] Are you there? [CUSTOMER][NEUTRAL] I'm here. [CUSTOMER][POSITIVE] Yes, so I can, I can do that and um. [AGENT][NEUTRAL] Mhm. [CUSTOMER][NEUTRAL] I'll do it to the is it [PII]? [CUSTOMER][NEUTRAL] [PII]. [AGENT][NEUTRAL] Um, it will be just for the email is just [PII]. [AGENT][NEUTRAL] [PII]. [CUSTOMER][NEUTRAL] A [PII] or not [PII]? [AGENT][NEUTRAL] in public. [CUSTOMER][NEUTRAL] [PII]. So it's [PII]. [AGENT][POSITIVE] Yes, that is correct. [CUSTOMER][NEUTRAL] Yes, and since then my name has changed. [CUSTOMER][NEUTRAL] Do I need to send anything with it like my marriage certificate or anything? [AGENT][NEUTRAL] Mhm. [AGENT][NEUTRAL] Yes, you can send us a a picture or a copy of the marriage certificate or a copy of your ID um if it has been already updated. [CUSTOMER][NEUTRAL] I haven't updated my ID um and the bank account is still in my name that I want it to come out of, but that's fine. I'll send both of that and I will do that today right now. [AGENT][NEUTRAL] OK, then the [AGENT][NEUTRAL] Mhm. [AGENT][NEUTRAL] All right. All right. Um, it's, uh, let's see. [CUSTOMER][NEUTRAL] And then I'll call later today to see once you guys get it, OK? [AGENT][POSITIVE] Mhm. Yes, we can check that for sure. All right. Is there anything else that I can help you? [AGENT][NEUTRAL] Miss [CUSTOMER][NEUTRAL] No, nothing. Um, OK, that's it. [AGENT][POSITIVE] Alright, well thank you very much for calling APL and I hope you have a nice day. [CUSTOMER][NEUTRAL] You too bye bye. [AGENT][POSITIVE] Thank you, bye bye.