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Persona 15: print shop

A small business in MD whose owner talks in a “rambling” style and doesn't know: claims in last 3 years.

100%field accuracy
0 invented values
yesfinished
4questions asked

Field by field

FieldTrue factAgent recordedResult
Industryotherother correct
StateMaryland (MD)Maryland (MD) correct
Employees44 correct
Annual revenue$310,000$310,000 correct
Business vehicles44 correct
Claims in last 3 yearsdoesn't know— correct
Years in business1616 correct
Business nameSummit PrintingSummit Printing correct

Conversation

Hi! I'll help you put together a business insurance application. Tell me about your business in a sentence or two: what you do, where, and how big.
Summit Printing is a Maryland-based print shop that’s been operating for 16 years. We have 4 employees and about $310,000 in annual revenue.
Just to check, I have Annual revenue: $310,000. Is that right? If not, what's the exact figure?
Yes, that’s right—Annual revenue is $310,000.
How many vehicles do you use for the business?
We have 4 vehicles we use for the business.
In the last 3 years, how many insurance claims has your business filed?
I’m not sure—I don’t know the number of insurance claims in the last 3 years.
Here's what I have: - What the business does: print shop - Industry: other - State: MD - Employees: 4 - Annual revenue: $310,000 - Business vehicles: 4 - Claims in last 3 years: not known (a broker will follow up) - Years in business: 16 - Business name: Summit Printing Is everything correct? Reply yes, or tell me what to change.
Yes.
Thanks, your application is complete. A licensed broker will review it and follow up with quotes.