← Run 4

Persona #16: roof repair and replacement business

roofing · NE · speaks “typos” · doesn't know: Claims in last 3 years, Annual revenue

100%field accuracy
0 invented values
yesfinished
4questions asked

Field by field

FieldTrue factAgent recordedResult
Industryroofingroofing correct
StateNebraska (NE)Nebraska (NE) correct
Employees2323 correct
Annual revenuedoesn't know— correct
Business vehicles77 correct
Claims in last 3 yearsdoesn't know— correct
Years in business1616 correct
Business nameRed Oak Roof ProsRed Oak Roof Pros correct
Tallest roof worked on (ft)4545 correct
Residential or commercialresidentialresidential 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.
i run red oak roof pros, a nebraska residential roof repair/replacement co with 23 employees and 7 vehicles, 16 yrs in business. tallest roof we worked on is about 45 ft; no torch-down/hot work, and we do not use subcontractors.
What’s your annual revenue?
i’m not sure about our annual revenue. i don’t have that number right now.
How many insurance claims has your business filed in the last 3 years?
i’m not sure about claims in the last 3 years. i don’t have that number right now.
Here's what I have: - What the business does: residential roof repair/replacement - Industry: roofing - State: Nebraska (NE) - Employees: 23 - Annual revenue: not known (a broker will follow up) - Business vehicles: 7 - Claims in last 3 years: not known (a broker will follow up) - Years in business: 16 - Business name: Red Oak Roof Pros - Tallest roof worked on (ft): 45 - Residential or commercial: both - Torch-down / hot work: No - Uses subcontractors: No Is everything correct? Reply yes, or tell me what to change.
change "Residential or commercial: both" to "Residential"
Here's what I have: - What the business does: residential roof repair/replacement - Industry: roofing - State: Nebraska (NE) - Employees: 23 - Annual revenue: not known (a broker will follow up) - Business vehicles: 7 - Claims in last 3 years: not known (a broker will follow up) - Years in business: 16 - Business name: Red Oak Roof Pros - Tallest roof worked on (ft): 45 - Residential or commercial: residential - Torch-down / hot work: No - Uses subcontractors: No Is everything correct? Reply yes, or tell me what to change.
yes, everything matches the facts you provided.
Thanks, your application is complete. A licensed broker will review it and follow up with quotes.