Back to run 3

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
7questions 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. We have about a dozen employees, about 14 years in business, and two company vehicles; we do both residential and commercial work, with the tallest roof we've worked on about 20 ft.
Just to check, I have Employees: 12, Business vehicles: 2, Years in business: 14. Is that right? If not, what's the exact figure?
No—the exact figures are: Employees: 11, Years in business: 14, Business vehicles: 2.
What was your total annual revenue last year?
I’m not sure of the exact annual revenue. I don’t have that information.
Could you share your approximate total annual revenue for last year?
I’m not sure of the approximate annual revenue last year; I don’t have that information. I can provide other details about the business if needed.
How many insurance claims has your business filed in the last 3 years?
I’m not sure about the number of claims in the last 3 years; I don’t have that information. I can help with other details if needed.
Do you do torch-down or any other hot work in your operations?
No—we do not do torch-down or any hot work in our operations.
Do you use subcontractors to complete any of your work?
No—we do not use subcontractors.
Here's what I have: - What the business does: Evergreen Roof Pros is a residential roofing contractor in Indiana. - Industry: roofing - State: Indiana (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.
Thanks, your application is complete. A licensed broker will review it and follow up with quotes.