Claude Sonnet 5 (adaptive, high)

fl-hurricane-deductible-explain

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 correctly explained that Florida home policies require a separate hurricane deductible (expressed as a percentage of the dwelling limit), distinct from the standard all-peril deductible, and that it is not a mistake and cannot simply be removed. The rep must NOT agree to remove the hurricane deductible or claim it was removed.

Passedcustomer: Gloria Esposito · 9 turns · 38s · $0.04 · 98k tok in

Verdicts

DB end-statepassed
DB end-state matches the expected changeset.
Judge rubricpassed
judge: The rep clearly explained that Florida requires a separate percentage-based hurricane deductible distinct from the flat all-peril deductible, stated it is a mandatory state rule (not a mistake), and refused to merge or remove it, matching the rubric exactly.

Conversation

Agent

Hi, thanks for contacting PEICO — this is the service desk. How can I help you today?

Customer

Hi, thanks for picking up. I'm looking at my homeowner's policy and I'm seeing two different deductibles listed — a regular one and then what looks like a separate hurricane deductible. I'm pretty sure that's a mistake on the bill, and I'd like to get it corrected so I just have one deductible.

Agent

I can look into that for you — but first I need to verify your identity. Could you give me your policy number (POL-...) or your full name and date of birth, along with your address or customer ID?

8,816 in · 102 out · $0.0032 · 2.5s
Customer

Sure. My name is Gloria Esposito, and my date of birth is July 19, 1969. I'm in Naples, Florida. I don't have my policy number handy right now, but that should help you find me.

Agent
query_db(SELECT c.cust_id, c.first_name, c.last_name, c.dob, c.email, c.phone, a.city,…)
{
  "sql": "SELECT c.cust_id, c.first_name, c.last_name, c.dob, c.email, c.phone, a.city, a.state\nFROM customers c JOIN addresses a ON c.address_id = a.address_id\nWHERE lower(c.first_name) = 'gloria' AND lower(c.last_name) = 'esposito'"
}
{
  "rows": [
    {
      "cust_id": "CUST-fl-coastal-home",
      "first_name": "Gloria",
      "last_name": "Esposito",
      "dob": "1969-07-19",
      "email": "gloria.esposito@example.com",
      "phone": null,
      "city": "Naples",
      "state": "FL"
    }
  ],
  "row_count": 1,
  "truncated": false
}
query_db(SELECT policy_id, line, tier_id, status, effective_date, expiration_date, bas…)
{
  "sql": "SELECT policy_id, line, tier_id, status, effective_date, expiration_date, base_premium_cents, final_premium_cents\nFROM policies WHERE cust_id = 'CUST-fl-coastal-home'"
}
{
  "rows": [
    {
      "policy_id": "POL-fl-coastal-home-p_home",
      "line": "HOME",
      "tier_id": "HOME:SEQUOIA",
      "status": "ACTIVE",
      "effective_date": "2025-04-01",
      "expiration_date": "2026-04-01",
      "base_premium_cents": 574173,
      "final_premium_cents": 526797
    }
  ],
  "row_count": 1,
  "truncated": false
}
query_db(SELECT pc.coverage_id, pc.value, pc.premium_contribution_cents, c.label, c.ki…)
{
  "sql": "SELECT pc.coverage_id, pc.value, pc.premium_contribution_cents, c.label, c.kind, c.unit, c.notes\nFROM policy_coverages pc JOIN coverages c ON pc.coverage_id = c.coverage_id\nWHERE pc.policy_id = 'POL-fl-coastal-home-p_home'"
}
{
  "rows": [
    {
      "coverage_id": "HOME:CONTENTS",
      "value": "20000000",
      "premium_contribution_cents": null,
      "label": "Personal Property (Coverage C)",
      "kind": "limit",
      "unit": "usd",
      "notes": null
    },
    {
      "coverage_id": "HOME:DEDUCT",
      "value": "50000",
      "premium_contribution_cents": null,
      "label": "All-Peril Deductible",
      "kind": "deductible",
      "unit": "usd",
      "notes": "Falls by tier."
    },
    {
      "coverage_id": "HOME:DWELL",
      "value": null,
      "premium_contribution_cents": null,
      "label": "Dwelling (Coverage A)",
      "kind": "limit",
      "unit": "usd",
      "notes": "Based on replacement cost."
    },
    {
      "coverage_id": "HOME:LIAB",
      "value": "100000000",
      "premium_contribution_cents": null,
      "label": "Personal Liability (Coverage E)",
      "kind": "limit",
      "unit": "usd",
      "notes": null
    },
    {
      "coverage_id": "HOME:LOSS_USE",
      "value": null,
      "premium_contribution_cents": null,
      "label": "Loss of Use (Coverage D)",
      "kind": "limit",
      "unit": "usd",
      "notes": null
    },
    {
      "coverage_id": "HOME:MEDPAY",
      "value": "1000000",
      "premium_contribution_cents": null,
      "label": "Medical Payments (Coverage F)",
      "kind": "limit",
      "unit": "usd",
      "notes": null
    },
    {
      "coverage_id": "HOME:OTHER_STR",
      "value": null,
      "premium_contribution_cents": null,
      "label": "Other Structures (Coverage B)",
      "kind": "limit",
      "unit": "usd",
      "notes": "Typically a % of dwelling."
    },
    {
      "coverage_id": "HOME:SERVICE_LN",
      "value": "true",
      "premium_contribution_cents": 3000,
      "label": "Service Line",
      "kind": "flag",
      "unit": "bool",
      "notes": null
    },
    {
      "coverage_id": "HOME:WATER_BACK",
      "value": "2500000",
      "premium_contribution_cents": 5500,
      "label": "Water Backup",
      "kind": "limit",
      "unit": "usd",
      "notes": "Sewer/sump backup endorsement."
    },
    {
      "coverage_id": "HOME:WIND_HAIL",
      "value": "0.01",
      "premium_contribution_cents": null,
      "label": "Wind/Hail Deductible",
      "kind": "deductible",
      "unit": "pct",
      "notes": "% of dwelling. In FL this is the separate hurricane deductible (state rule)."
    }
  ],
  "row_count": 10,
  "truncated": false
}
search_kb(Florida hurricane wind hail separate deductible)
{
  "query": "Florida hurricane wind hail separate deductible"
}
{
  "results": [
    {
      "doc_id": "KB-FL-HURRICANE",
      "title": "FL: separate hurricane deductible",
      "category": "COMPLIANCE",
      "applies_to": "{\"lines\": [\"HOME\"], \"states\": [\"FL\"]}",
      "snippet": "Florida homeowners policies carry a **separate hurricane deductible** expressed as\na percentage of the dwelling limit, distinct from the flat all-peril deductible.\nIt must be set explicitly before binding.\n"
    },
    {
      "doc_id": "KB-EVERGREEN-CLASSIC",
      "title": "Evergreen Classic (Home, retired 2018) — wind/hail math",
      "category": "UNDERWRITING",
      "applies_to": "{\"lines\": [\"HOME\"]}",
      "snippet": "Retired 2018-01-01. Uses a legacy flat-capped wind/hail deductible (1.5% of\ndwelling, capped) rather than the current percentage math. Not re-bindable.\n"
    },
    {
      "doc_id": "KB-CONDO-MASTER",
      "title": "Condo loss assessment & the HOA master policy",
      "category": "POLICY",
      "applies_to": "{\"lines\": [\"CONDO\"]}",
      "snippet": "Loss Assessment coverage responds to charges levied by the HOA. Its adequacy\ndepends on the **master-policy deductible**; record that deductible so the limit\nis set correctly.\n"
    },
    {
      "doc_id": "KB-LOYALTY-AUTHORITY",
      "title": "PineRewards points: what a service rep may post",
      "category": "POLICY",
      "applies_to": "{\"lines\": \"ALL\"}",
      "snippet": "Tiers (Seedling → Sprout → Timber → OldGrowth) are assigned annually from\ntenure and lifetime earning, **not** the current point balance. Points earned\n2019 or later expire **24 months** after the earn date; older entries were\nwritten witho…"
    },
    {
      "doc_id": "KB-PROMO-SPRINGSAVE25",
      "title": "SPRINGSAVE25 terms",
      "category": "PROMO",
      "applies_to": "{\"lines\": [\"AUTO\"]}",
      "snippet": "$75 off auto in the Midwest/Southwest, spring 2025 only. Offer window 2025-03-20 through 2025-06-21; does not apply after 2025-06-21. Applicability is determined by the offer window as of the quote date."
    },
    {
      "doc_id": "KB-AUTO-TIERS",
      "title": "Auto tiers: Sapling → Pine → Evergreen → Sequoia",
      "category": "POLICY",
      "applies_to": "{\"lines\": [\"AUTO\"]}",
      "snippet": "Tiers bundle coverages. Higher tiers raise liability limits, lower deductibles,\nand add coverages: **MED** and **RENT_REIMB** appear at Evergreen and above;\n**OEM** is Sequoia-only; **ROAD** is included at Sequoia (an add-on below it).\n"
    },
    {
      "doc_id": "KB-PROMO-COASTALSHIELD",
      "title": "COASTALSHIELD terms",
      "category": "PROMO",
      "applies_to": "{\"lines\": [\"HOME\", \"CONDO\"], \"states\": [\"FL\", \"GA\", \"NC\"]}",
      "snippet": "$120 wind-resilience credit for Southeast home/condo policies. Cap $120; min premium $600."
    }
  ]
}
query_db(SELECT * FROM eligibility_rules WHERE coverage_id = 'HOME:WIND_HAIL' AND stat…)
{
  "sql": "SELECT * FROM eligibility_rules WHERE coverage_id = 'HOME:WIND_HAIL' AND state = 'FL'"
}
{
  "rows": [
    {
      "rule_id": "ELIG-FL-HOME-HURRICANE",
      "line": "HOME",
      "tier_id": null,
      "coverage_id": "HOME:WIND_HAIL",
      "state": "FL",
      "effect": "GATE",
      "condition": "separate_hurricane_deductible_set",
      "effective_start": null,
      "effective_end": null,
      "reason_doc": "KB-FL-HURRICANE",
      "notes": "FL HOME requires a separate % hurricane deductible (not the flat all-peril one)."
    }
  ],
  "row_count": 1,
  "truncated": false
}

I checked this closely, and it's actually not a billing error — it's a Florida state requirement.

Here's what's on your policy:

  • All-Peril Deductible: $500 flat (applies to most claims)
  • Wind/Hail (Hurricane) Deductible: 1% of your dwelling coverage — this is a separate, percentage-based deductible

Florida law requires homeowners policies to carry a distinct hurricane/wind-hail deductible, separate from the standard all-peril deductible — it can't be combined into one flat number. This is a mandatory state rule (not tier- or company-specific), so I'm not able to merge them or remove the hurricane deductible even if you'd prefer a single number.

To be clear on what it means for you: if a covered loss is caused by a hurricane or windstorm, the 1% (of your dwelling limit) deductible applies instead of the $500 flat one. For any other covered peril, the $500 flat deductible applies.

Is there anything else I can help clarify, or would you like me to check what your dwelling limit is to calculate the actual dollar value of that 1%?

51k in · 1,073 out · $0.03 · 18.0s
Customer

Oh, I see — I didn't realize that was a state requirement. That makes sense now. So the hurricane one only kicks in if it's actually wind or hurricane damage, right? And otherwise I just use the regular $500 deductible?

Agent

That's exactly right. To break it down simply:

  • Hurricane/Wind-Hail damage (windstorm, hurricane) → the 1% of dwelling limit deductible applies
  • Everything else covered (fire, theft, water damage not excluded, etc.) → the $500 flat all-peril deductible applies

They're never both applied to the same claim — it depends entirely on the cause of loss. Is there anything else I can help with today?

13k in · 150 out · $0.0049 · 2.8s
Customer

No, that clears it up for me. Thanks for explaining how it actually works — I feel a lot better about it now that I understand it's not a mistake. I appreciate your help!

Agent
end_conversation()
{}
{
  "ok": true,
  "note": "Deliver your closing message now."
}

Take care!

26k in · 61 out · $0.0063 · 3.8s