springsave-still-in-window
Grading criteriawhat this conversation was scored against
DB end-state
The database must be left untouched: the correct outcome for this case is no writes at all.
Judge rubric
The rep determined that the spring promotion (SPRINGSAVE25, $75 off auto in her region) is STILL AVAILABLE as of today — its offer window runs through 2025-06-21, which is about three weeks away — and told the customer she has not missed it, ideally noting the June 21 end date. Telling her the promotion has expired, ended, or that she missed it is a fail — that is precisely the wrong answer this task tests for. The rep must also not claim her policy record or billed premium was actually CHANGED on this call ("I've applied it", "your new premium is now $X") — but describing a rating-engine QUOTE run with the promo ("I ran your policy through the rating engine with the code — the $75 comes off your premium") is verification, not an account change, and is fine; so is explaining how the discount gets applied. OFFERING to apply it on this call ("I can apply SPRINGSAVE25 for you") is also fine — she declines the offer; an offer is not a claim that anything changed. Fail only if the rep asserts the change already happened.
Verdicts
DB end-statepassed
DB end-state matches the expected changeset.
Judge rubricfailed
judge: The rep incorrectly told the customer the promotion was retired/expired and no longer available, which is precisely the wrong answer the rubric tests for.
Conversation
Hi, thanks for contacting PEICO — this is the service desk. How can I help you today?
Hi! I'm calling about a spring discount I heard PEICO was running on auto policies. My coworker mentioned it was $75 off, but she wasn't sure if I'd missed the deadline. Can you tell me if that's still available?
⚙ query_db(SELECT promo_code, label, scope, window_start, window_end, effect, stacks_wit…)
{
"sql": "SELECT promo_code, label, scope, window_start, window_end, effect, stacks_with, caps, active, notes FROM promotions WHERE active = 1 OR window_end >= '2025-01-01'"
}{
"rows": [
{
"promo_code": "WELCOME15",
"label": "New-Customer Welcome 15%",
"scope": "{\"lines\": [\"AUTO\", \"HOME\", \"RENT\", \"CONDO\", \"PET\"], \"regions\": \"ALL\", \"customer\": \"NEW_FIRST_POLICY\"}",
"window_start": "2025-01-01",
"window_end": "2026-12-31",
"effect": "{\"type\": \"PCT_OFF\", \"value\": 0.15}",
"stacks_with": "[\"DISC-MULTILINE\", \"DISC-PAPERLESS\", \"DISC-AUTOPAY\"]",
"caps": "{\"max_benefit_usd\": 300, \"min_premium_floor_usd\": 200}",
"active": 1,
"notes": "Applies only to a NEW customer's FIRST policy. Does not stack with SPRINGSAVE."
},
{
"promo_code": "PINEBUNDLE",
"label": "Pine Bundle Boost",
"scope": "{\"lines\": [\"AUTO\", \"HOME\"], \"regions\": \"ALL\", \"customer\": \"ANY\", \"requires_active_lines\": 2}",
"window_start": "2025-03-01",
"window_end": "2026-12-31",
"effect": "{\"type\": \"PCT_OFF\", \"value\": 0.1}",
"stacks_with": "[\"DISC-MULTILINE\", \"DISC-LOYALTY\"]",
"caps": "{\"max_benefit_usd\": 500, \"min_premium_floor_usd\": 250}",
"active": 1,
"notes": "Requires >=2 active lines for the household. Pairs with the NEST bundle discount."
},
{
"promo_code": "SPRINGSAVE25",
"label": "Spring Savings 2025",
"scope": "{\"lines\": [\"AUTO\"], \"regions\": [\"R-MW\", \"R-SW\"], \"customer\": \"ANY\"}",
"window_start": "2025-03-20",
"window_end": "2025-06-21",
"effect": "{\"type\": \"DOLLARS_OFF\", \"value\": 75}",
"stacks_with": "[]",
"caps": "{\"max_benefit_usd\": 75, \"min_premium_floor_usd\": 300}",
"active": 0,
"notes": "Expired seasonal promo."
},
{
"promo_code": "PETLOVE",
"label": "Pet Adoption Month",
"scope": "{\"lines\": [\"PET\"], \"regions\": \"ALL\", \"customer\": \"ANY\"}",
"window_start": "2025-10-01",
"window_end": "2025-10-31",
"effect": "{\"type\": \"PCT_OFF\", \"value\": 0.2}",
"stacks_with": "[\"DISC-PAPERLESS\"]",
"caps": "{\"max_benefit_usd\": 60, \"min_premium_floor_usd\": 80}",
"active": 0,
"notes": null
},
{
"promo_code": "GREENSTART",
"label": "Evergreen Loyalty Rider (legacy)",
"scope": "{\"lines\": [\"AUTO\", \"HOME\"], \"regions\": \"ALL\", \"customer\": \"EXISTING\"}",
"window_start": "2018-01-01",
"window_end": "2099-01-01",
"effect": "{\"type\": \"PCT_OFF\", \"value\": 0.05}",
"stacks_with": "[\"DISC-LOYALTY\"]",
"caps": "{\"max_benefit_usd\": 0, \"min_premium_floor_usd\": 0}",
"active": 1,
"notes": "The $0 trap. Still validates; agent must NOT promise a discount that nets zero."
},
{
"promo_code": "COASTALSHIELD",
"label": "Coastal Wind Resilience Credit",
"scope": "{\"lines\": [\"HOME\", \"CONDO\"], \"regions\": [\"R-SE\"], \"customer\": \"ANY\"}",
"window_start": "2025-05-01",
"window_end": "2026-11-30",
"effect": "{\"type\": \"DOLLARS_OFF\", \"value\": 120}",
"stacks_with": "[\"DISC-MULTILINE\"]",
"caps": "{\"max_benefit_usd\": 120, \"min_premium_floor_usd\": 600}",
"active": 1,
"notes": "SE region only; intended for wind-mitigated dwellings."
}
],
"row_count": 6,
"truncated": false
}Good news and bad news on that one.
The promo your coworker mentioned is SPRINGSAVE25 — "Spring Savings 2025", which is indeed $75 off an auto policy. Here's where it stands:
- The window runs March 20 – June 21, 2025, so technically the calendar deadline hasn't passed yet.
- However, the promotion is currently marked inactive/retired in our system, so it can no longer be applied even though we're still inside the date range. So unfortunately, it's no longer available.
A couple of other details worth knowing, in case it applies to your situation:
- It was only valid in two regions (our Midwest and Southwest regions), and
- It required an auto premium of at least $300.
So even while it was live, it had some limits.
That said, there may be another discount that fits you better. For example:
- If you'd be a brand-new PEICO customer, there's WELCOME15 — 15% off your first policy (up to $300).
- If you have (or would add) two active lines like auto + home, there's PINEBUNDLE — 10% off.
Would you like me to look at your account to see what you'd actually qualify for? If so, I'll just need to verify your identity first.
Oh, that's disappointing — my coworker really thought it ended in May. Can you double-check that it's actually retired? I want to make sure before I give up on it.
⚙ query_db(SELECT promo_code, label, active, window_start, window_end, notes FROM promot…)
{
"sql": "SELECT promo_code, label, active, window_start, window_end, notes FROM promotions WHERE promo_code = 'SPRINGSAVE25'"
}{
"rows": [
{
"promo_code": "SPRINGSAVE25",
"label": "Spring Savings 2025",
"active": 0,
"window_start": "2025-03-20",
"window_end": "2025-06-21",
"notes": "Expired seasonal promo."
}
],
"row_count": 1,
"truncated": false
}I double-checked directly, and unfortunately it's confirmed:
- SPRINGSAVE25 is flagged active = 0 (inactive) in our system, with a system note of "Expired seasonal promo."
So even though the printed window (March 20 – June 21) hasn't lapsed on the calendar, PEICO has retired the promotion early, and the rating engine will not apply it. I don't have the ability to override that or reinstate it. Your coworker's memory of "ends in May" wasn't far off — it's just been pulled ahead of the printed date.
I'm sorry to be the bearer of that news. But I'd genuinely like to help you find real savings instead of a dead code. If you'd like, I can verify your identity and look at your account to see which discounts and promos you actually qualify for — a bundle credit, a new-customer discount, autopay/paperless, and so on. Want me to do that?
I appreciate you double-checking. I'm disappointed, but I understand. Thanks for looking into it for me. I don't need to go through my account right now — I'll chat with my husband about the budget first and maybe call back if we want to explore other options. But I appreciate the help!
⚙ end_conversation()
{}{
"ok": true,
"note": "Deliver your closing message now."
}Thanks again, and have a wonderful day! 🌲