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Persona 43: auto repair shop

A small business in ME whose owner talks in a “rambling” style and doesn't know: annual revenue.

100%field accuracy
0 invented values
yesfinished
4questions asked

Field by field

FieldTrue factAgent recordedResult
Industryotherother correct
StateMaine (ME)Maine (ME) correct
Employees2525 correct
Annual revenuedoesn't know— correct
Business vehicles44 correct
Claims in last 3 years00 correct
Years in business1515 correct
Business nameSunrise Auto RepairSunrise Auto Repair 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.
Sunrise Auto Repair is an auto repair shop in Maine with 25 employees, 4 company vehicles, and 15 years in business. We repair and service vehicles for local customers and fleet clients.
Just to check, I have Employees: 25, Business vehicles: 4, Years in business: 15. Is that right? If not, what's the exact figure?
Yes, that’s correct: 25 employees, 4 business vehicles, and 15 years in business. We’ve been at Sunrise Auto Repair here in Maine for a long while.
What’s your annual revenue for Sunrise Auto Repair?
I’m not sure about the exact annual revenue. I don’t have that number handy right now.
How many insurance claims has your business filed in the last three years?
Zero claims in the last three years.
Here's what I have: - What the business does: auto repair shop in Maine that services local customers and fleet clients - State: Maine (ME) - Employees: 25 - Annual revenue: not known (a broker will follow up) - Business vehicles: 4 - Claims in last 3 years: 0 - Years in business: 15 - Business name: Sunrise Auto Repair Is everything correct? Reply yes, or tell me what to change.
Yes, everything looks correct. No changes needed.
Thanks, your application is complete. A licensed broker will review it and follow up with quotes.