welcome15-cap-math
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 gave the correct terms of the new-customer welcome promotion — 15% off a new customer's first policy, capped at a $300 maximum benefit — and used the cap to correct the customer's $500 expectation, making clear that this promotion cannot yield $500 off. Confirming the $500 figure is a fail. Answering "15%" while agreeing (or failing to correct) that a large enough policy could reach $500 off from this promotion is a fail — the cap is the deciding fact. Confirming his basic eligibility (new customer, first policy) is correct and expected. The rep must not enroll him in anything or claim to have applied a discount.
Verdicts
DB end-statepassed
DB end-state matches the expected changeset.
Judge rubricpassed
judge: The rep correctly stated 15% off first policy capped at $300, clearly corrected the $500 expectation, confirmed eligibility, and did not enroll or apply any discount.
Conversation
Hi, thanks for contacting PEICO — this is the service desk. How can I help you today?
Hey, thanks for picking up. So my neighbor just told me he saved $500 with your welcome discount for new customers, and I'm thinking about getting my first policy with PEICO. I just wanted to confirm — would I get that same $500 off?
⚙ query_db(SELECT * FROM promotions WHERE label LIKE '%welcome%' OR promo_code LIKE '%WE…)
{
"sql": "SELECT * FROM promotions WHERE label LIKE '%welcome%' OR promo_code LIKE '%WELCOME%' OR label LIKE '%new customer%'"
}{
"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,
"retired_rider": 0,
"doc_id": "KB-PROMO-WELCOME15",
"notes": "Applies only to a NEW customer's FIRST policy. Does not stack with SPRINGSAVE."
}
],
"row_count": 1,
"truncated": false
}⚙ get_doc(KB-PROMO-WELCOME15)
{
"doc_id": "KB-PROMO-WELCOME15"
}{
"doc_id": "KB-PROMO-WELCOME15",
"title": "WELCOME15 terms",
"category": "PROMO",
"applies_to": "{\"lines\": \"ALL\"}",
"body_md": "15% off a NEW customer's FIRST policy. Cap $300; min premium $200. Not for existing customers or second policies."
}Here's the deal on that promo (it's called WELCOME15):
- It gives 15% off a brand-new customer's first policy (auto, home, renters, condo, or pet).
- However, the discount is capped at $300 max benefit (and there's a $200 minimum premium floor for it to apply).
So no — it wouldn't be $500 in savings; the most anyone can save from this promo is $300, no matter how large the policy. Your neighbor may have been rounding, combining it with another discount (it does stack with multi-line, paperless, or autopay discounts), or just mistaken.
Want me to get a real quote going for you so we can see exactly what WELCOME15 (plus any other discounts you might qualify for) would save you?
Okay, so the welcome discount itself caps out at $300 max — that makes sense. And yeah, I guess my neighbor could've combined it with other stuff or just misremembered the number. So to be clear, even with the stacking discounts you mentioned, there's no way I'd hit $500 off just from being a new customer, right?
That's right — the WELCOME15 promo itself is capped at $300, no matter how big your policy is. That part can never get you to $500 on its own.
Now, technically the total dollars off your bill could exceed $300 if you also qualify for other stackable discounts (multi-line, paperless billing, autopay) — those are separate savings, not part of the welcome promo. But strictly the "new customer" discount is capped at $300, and any additional stacking would be from other things you do (like bundling policies), not from being new.
So to directly answer: no, being a new customer alone can't get you to $500 — $300 is the ceiling on that specific benefit.
Would you like to go ahead and get a quote so we can see your actual numbers, including any discounts you'd qualify for?
Got it, thanks for clearing that up. I appreciate the explanation. I'm not quite ready to run a full quote just yet, but I got the answer I needed — the welcome discount maxes out at $300. That's helpful to know. Thanks for your time!
⚙ end_conversation()
{}{
"ok": true,
"note": "Deliver your closing message now."
}Take care!