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Persona 32: residential roofing contractor

A roofing in IN whose owner talks in a “vague numbers” style and doesn't know: claims in last 3 years or annual revenue.

100%field accuracy
0 invented values
yesfinished
9questions asked

Field by field

FieldTrue factAgent recordedResult
Industryroofingroofing correct
StateIndiana (IN)Indiana (IN) correct
Employees1111 correct
Annual revenuedoesn't know— correct
Business vehicles22 correct
Claims in last 3 yearsdoesn't know— correct
Years in business1414 correct
Business nameEvergreen Roof ProsEvergreen Roof Pros correct
Tallest roof worked on (ft)2020 correct
Residential or commercialbothboth correct
Torch-down / hot workNoNo correct
Uses subcontractorsNoNo 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.
Evergreen Roof Pros is a residential roofing contractor in Indiana, doing both residential and commercial work. We have about a dozen employees (11 exact) and two vehicles, and we’ve been in business about 14 years.
Just to check, I have Employees: 11. Is that right? If not, what's the exact figure?
Yes, 11 employees.
What’s your annual revenue for last year?
I’m not sure. I don’t have that number.
How many insurance claims has your business filed in the last 3 years?
I’m not sure. I don’t have that information.
What’s the tallest roof height you work on, in feet?
The tallest roof we’ve worked on is 20 feet.
Is your work residential, commercial, or both?
We do both residential and commercial work.
Do you do any torch-down roofing or other hot work?
No, we do not do torch-down or any hot work.
Do you use subcontractors for any of your jobs?
No, we do not use subcontractors.
Sorry, I couldn't use that value for What the business does. Here's what I have: - What the business does: residential roofing contractor in Indiana, doing both residential and commercial work - Industry: roofing - State: IN - Employees: 11 - Annual revenue: not known (a broker will follow up) - Business vehicles: 2 - Claims in last 3 years: not known (a broker will follow up) - Years in business: 14 - Business name: Evergreen Roof Pros - Tallest roof worked on (ft): 20 - Residential or commercial: both - Torch-down / hot work: No - Uses subcontractors: No Is everything correct? Reply yes, or tell me what to change.
Yes, everything is correct.
Here's what I have: - What the business does: residential roofing contractor in Indiana, doing both residential and commercial work - Industry: roofing - State: IN - Employees: 11 - Annual revenue: not known (a broker will follow up) - Business vehicles: 2 - Claims in last 3 years: not known (a broker will follow up) - Years in business: 14 - Business name: Evergreen Roof Pros - Tallest roof worked on (ft): 20 - Residential or commercial: both - Torch-down / hot work: No - Uses subcontractors: No Is everything correct? Reply yes, or tell me what to change.
Yes, everything is correct.
Thanks, your application is complete. A licensed broker will review it and follow up with quotes.