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Persona 39: plumbing contractor

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

100%field accuracy
0 invented values
yesfinished
5questions asked

Field by field

FieldTrue factAgent recordedResult
Industryotherother correct
StateVermont (VT)Vermont (VT) correct
Employees1818 correct
Annual revenuedoesn't know— correct
Business vehicles11 correct
Claims in last 3 yearsdoesn't know— correct
Years in business1515 correct
Business nameBayou PlumbingBayou Plumbing 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.
Bayou Plumbing is a plumbing contractor based in Vermont, with about 18 employees and about one vehicle, operating for about 15 years.
Just to check, I have Employees: 18, Business vehicles: 1, Years in business: 15. Is that right? If not, what's the exact figure?
Yes, that's correct: Employees: 18, Business vehicles: 1, Years in business: 15.
What’s your annual revenue?
I’m not sure / I don’t know the exact annual revenue.
How many insurance claims has your business filed in the last 3 years?
I’m not sure / I don’t know the exact figure.
How many insurance claims has your business filed in the last 3 years?
I’m not sure / I don’t know the exact figure.
Here's what I have: - What the business does: plumbing contractor - Industry: other - State: VT - Employees: 18 - Annual revenue: not known (a broker will follow up) - Business vehicles: 1 - Claims in last 3 years: not known (a broker will follow up) - Years in business: 15 - Business name: Bayou Plumbing 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.