AccountId: 011433970860 ContactId: d973b89f-58be-4c24-a121-c604309239e3 Channel: VOICE LanguageCode: en-US Total Conversation Duration: 160229 ms Total Talk Time (AGENT): 99339 ms Total Talk Time (CUSTOMER): 50395 ms Interruptions: 0 Overall Sentiment: AGENT=0.9, CUSTOMER=2 Redaction Types: PII Input Audio S3: s3://apl-connect-contactcenter-data-prod/connect/apl-prod/CallRecordings/2025/02/05/d973b89f-58be-4c24-a121-c604309239e3_20250205T13:12_UTC.wav -------------------------------------------- [AGENT][POSITIVE] Good morning. Thank you for calling APL. This is [PII]. How can I help you? [CUSTOMER][NEUTRAL] Hi, this is [PII], and I'm calling from the broker's office, um, [PII]. We sent in an agent of record change letter for a client, and I hadn't heard anything on it, um, as it relates to it being processed. I just wanted to check on that. Are you able to help me? [AGENT][NEUTRAL] OK. [AGENT][NEUTRAL] Sure, I can help you with that. So you just need to check on the agent of record letter that was sent in. [CUSTOMER][NEUTRAL] Yes ma'am. [AGENT][NEUTRAL] OK, and what group was this for? [CUSTOMER][NEUTRAL] Uh, the group is excuse me, the group is Kilson Dayton. The group number is 25972. [AGENT][NEUTRAL] OK, I know because I was working on this one. I know we've received it, um. [CUSTOMER][POSITIVE] Oh good. [AGENT][NEUTRAL] Now, there was an email and is your last name [PII]? [CUSTOMER][NEUTRAL] Yes. [AGENT][NEUTRAL] OK, um, so I got the email that stated that uh [PII] was appointed with us. He is not, he is no longer appointed with us, um. [AGENT][NEUTRAL] He was termed actually like 10 years ago. [CUSTOMER][NEUTRAL] Um, OK. [CUSTOMER][NEUTRAL] OK. [AGENT][NEUTRAL] So [CUSTOMER][NEUTRAL] Can you tell me who is appointed? [AGENT][NEUTRAL] I don't see anybody in your agency that is currently appointed with us. Now, I do know that um [CUSTOMER][NEUTRAL] OK. [AGENT][NEUTRAL] One of our regional managers is supposed to reach out, so. [AGENT][NEUTRAL] I think they should hear something probably today if they haven't already reached out um because I sent all this information over. So the process is we've notified the broker, the current agent. [AGENT][NEUTRAL] And um as soon as we get somebody from your agency appointed, then we can move forward. Um, who do we need to send, so can I send the appointment paperwork to [PII]? [CUSTOMER][NEUTRAL] You can send it to me. [CUSTOMER][NEUTRAL] You can, yeah, you can send it to me and copy [PII] or send it to [PII] and copy me, just both of us. [AGENT][NEUTRAL] OK. [AGENT][NEUTRAL] OK, I'm sorry you're gonna be filling it out I'm guessing um so we use a. [CUSTOMER][POSITIVE] Uh, yeah, I'll get it to the right department. [AGENT][NEUTRAL] OK, we use a third party vendor, um, it's no more forms and so all the instructions will be on the email that we send over, OK? [CUSTOMER][NEUTRAL] OK, and what was the third party vendor? I'm sorry? [AGENT][NEUTRAL] It's called No More Forms. [CUSTOMER][POSITIVE] No more forms. OK, perfect. [AGENT][NEUTRAL] OK. [CUSTOMER][POSITIVE] All right, well I appreciate your help and what was your name again? I'm sorry. [AGENT][NEUTRAL] [PII]. [CUSTOMER][POSITIVE] [PII], thank you so much. [AGENT][POSITIVE] You're welcome. You have a great day, OK? [CUSTOMER][NEUTRAL] You too bye bye. [AGENT][POSITIVE] All right, thank you. Bye bye.