← Run 4

Persona #32: residential roofing contractor

roofing · IN · speaks “vague numbers” · doesn't know: Claims in last 3 years, Annual revenue

100%field accuracy
0 invented values
yesfinished
8questions 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 based in Indiana, handling both residential and commercial roofing projects. We have about a dozen employees (11) and two company vehicles, with 14 years in business.
Just to check, I have Employees: 11. Is that right? If not, what's the exact figure?
Yes, that’s right—11 employees. The exact figure is 11.
What’s your annual revenue?
I don’t know the exact annual revenue.
How many insurance claims has the 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?
About 20 feet.
Just to check, I have Tallest roof worked on (ft): 20. Is that right? If not, what's the exact figure?
Yes, that’s correct—the exact figure is 20.
Do you perform any torch-down or other hot work?
No. We do not perform torch-down or other hot work.
Do you use subcontractors?
No, we do not use subcontractors.
Here's what I have: - What the business does: Residential and commercial roofing contractor based 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.