springsave-still-in-window

{
  "query": "spring discount auto $75 promotion deadline eligibility",
  "limit": 5
}

{
  "results": [
    {
      "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-GLOSSARY-AUTO",
      "title": "Auto coverage codes, decoded",
      "category": "GLOSSARY",
      "applies_to": "{\"lines\": [\"AUTO\", \"MOTO\", \"RV\", \"BOAT\", \"CLSC\"]}",
      "snippet": "EVERGREEN stores auto coverages under terse codes. Plain-language meanings:\n- **BI** — Bodily Injury liability (per-person / per-accident).\n- **PD** — Property Damage liability.\n- **UM/UIM** (`UMUIM`) — Uninsured / Underinsured Motorist.\n- …"
    },
    {
      "doc_id": "KB-NE-MIN-LIMITS",
      "title": "NY/NJ minimum auto liability limits",
      "category": "COMPLIANCE",
      "applies_to": "{\"lines\": [\"AUTO\"], \"states\": [\"NY\", \"NJ\"]}",
      "snippet": "New York and New Jersey mandate minimum BI/PD limits above the Sapling tier's\nlimits, so **Sapling auto is not sellable** in those states — quote Pine or higher.\n"
    },
    {
      "doc_id": "KB-CA-RATING",
      "title": "CA: prohibited auto rating factors",
      "category": "COMPLIANCE",
      "applies_to": "{\"lines\": [\"AUTO\"], \"states\": [\"CA\"]}",
      "snippet": "California auto rating **may not use credit-based insurance score or gender**. The\ncredit component of `peico_risk` is zeroed for CA risks; the rating engine branches\non state accordingly.\n"
    },
    {
      "doc_id": "KB-LEGACY-XWALK",
      "title": "Reading an EVERGREEN plan code (legacy → CANOPY)",
      "category": "HOWTO",
      "applies_to": "{\"lines\": [\"AUTO\"]}",
      "snippet": "PEICO is migrating from the legacy **EVERGREEN** mainframe to **CANOPY**. An\nEVERGREEN auto policy is stored as one **plan code** `A<class><gen>` (class\nB=Basic, S=Standard, P=Preferred). A plan code does NOT map to a CANOPY tier on\nits own…"
    }
  ]
}

{
  "sql": "SELECT promo_code, label, scope, window_start, window_end, effect, stacks_with, caps, active, retired_rider, doc_id, notes FROM promotions WHERE label LIKE '%spring%' OR notes LIKE '%spring%' OR effect LIKE '%75%' OR label LIKE '%75%' ORDER BY window_start DESC LIMIT 10"
}

{
  "rows": [
    {
      "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,
      "retired_rider": 0,
      "doc_id": "KB-PROMO-SPRINGSAVE25",
      "notes": "Expired seasonal promo."
    },
    {
      "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": 2,
  "truncated": false
}

{
  "sql": "SELECT cust_id, first_name, last_name, status, address_id FROM customers WHERE lower(first_name)=lower('Phoenix') AND lower(last_name)=lower('Arizona') LIMIT 1"
}

{
  "rows": [],
  "row_count": 0,
  "truncated": false
}

{
  "sql": "SELECT region, label, notes FROM regions WHERE region='R-SW' LIMIT 1"
}

{
  "rows": [
    {
      "region": "R-SW",
      "label": "Southwest",
      "notes": "TX auto quirks; hail exposure."
    }
  ],
  "row_count": 1,
  "truncated": false
}

{
  "sql": "SELECT c.cust_id, c.first_name, c.last_name, a.zip, a.region, c.status FROM customers c LEFT JOIN addresses a ON c.address_id = a.address_id WHERE lower(c.first_name)=lower('Tanya') AND lower(c.last_name)=lower('Brooks') AND a.zip='85004'"
}

{
  "rows": [
    {
      "cust_id": "CUST-retention-target",
      "first_name": "Tanya",
      "last_name": "Brooks",
      "zip": "85004",
      "region": "R-SW",
      "status": "CUSTOMER"
    }
  ],
  "row_count": 1,
  "truncated": false
}

{
  "sql": "SELECT p.policy_id, p.line, p.status, p.bundle_id, p.rating_as_of, p.final_premium_cents, a.region FROM policies p JOIN customers c ON p.cust_id = c.cust_id LEFT JOIN addresses a ON c.address_id = a.address_id WHERE lower(c.first_name)=lower('Tanya') AND lower(c.last_name)=lower('Brooks') AND a.zip='85004' ORDER BY p.created_at DESC"
}

{
  "rows": [
    {
      "policy_id": "POL-retention-target-p_auto",
      "line": "AUTO",
      "status": "ACTIVE",
      "bundle_id": null,
      "rating_as_of": "2025-05-01",
      "final_premium_cents": 91350,
      "region": "R-SW"
    }
  ],
  "row_count": 1,
  "truncated": false
}

{
  "sql": "SELECT promo_code, label, scope, window_start, window_end, effect, stacks_with, caps, active, retired_rider, doc_id FROM promotions WHERE promo_code='SPRINGSAVE25'"
}

{
  "rows": [
    {
      "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,
      "retired_rider": 0,
      "doc_id": "KB-PROMO-SPRINGSAVE25"
    }
  ],
  "row_count": 1,
  "truncated": false
}

{
  "sql": "SELECT p.policy_id, p.line, p.status, a.region, p.bundle_id FROM policies p JOIN customers c ON p.cust_id=c.cust_id LEFT JOIN addresses a ON c.address_id=a.address_id WHERE p.policy_id='POL-retention-target-p_auto'"
}

{
  "rows": [
    {
      "policy_id": "POL-retention-target-p_auto",
      "line": "AUTO",
      "status": "ACTIVE",
      "region": "R-SW",
      "bundle_id": null
    }
  ],
  "row_count": 1,
  "truncated": false
}

{
  "query": "SPRINGSAVE25 retired inactive active 0 promotional availability as of quote date deadline",
  "limit": 10
}

{
  "results": [
    {
      "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-HERITAGE",
      "title": "Heritage tier (retired 2009) — do not drop without disclosure",
      "category": "UNDERWRITING",
      "applies_to": "{\"lines\": [\"AUTO\"]}",
      "snippet": "Heritage was retired on 2009-07-01 and cannot be sold or re-bound. It carries a\ncoverage combination no current tier offers (Sequoia-level MED/RENT_REIMB/ROAD/OEM\non a mid liability base). A customer who drops Heritage **loses that combinat…"
    },
    {
      "doc_id": "KB-LEGACY-XWALK",
      "title": "Reading an EVERGREEN plan code (legacy → CANOPY)",
      "category": "HOWTO",
      "applies_to": "{\"lines\": [\"AUTO\"]}",
      "snippet": "PEICO is migrating from the legacy **EVERGREEN** mainframe to **CANOPY**. An\nEVERGREEN auto policy is stored as one **plan code** `A<class><gen>` (class\nB=Basic, S=Standard, P=Preferred). A plan code does NOT map to a CANOPY tier on\nits own…"
    },
    {
      "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-PROMO-PINEBUNDLE",
      "title": "PINEBUNDLE terms",
      "category": "PROMO",
      "applies_to": "{\"lines\": [\"AUTO\", \"HOME\"]}",
      "snippet": "10% off when the household has >=2 active lines. Cap $500; min premium $250. Stacks with the multi-line discount."
    },
    {
      "doc_id": "KB-PROMO-GREENSTART",
      "title": "GREENSTART — retired rider ($0)",
      "category": "PROMO",
      "applies_to": "{\"lines\": [\"AUTO\", \"HOME\"]}",
      "snippet": "GREENSTART still validates as a code, but its underlying **rate rider was retired**,\nso it produces a **$0 benefit**. Do not promise customers a discount from 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."
    },
    {
      "doc_id": "KB-DISC-WHOLE-LIFE",
      "title": "Whole life disclosures: surrender, cash value, not an investment",
      "category": "COMPLIANCE",
      "applies_to": "{\"lines\": [\"LIFE_W\"]}",
      "snippet": "Before binding whole life, disclose and record: (1) **surrender charges** apply for\nthe first several policy years and reduce early cash value; (2) cash value accrues\nslowly and may be borrowed against, reducing the death benefit; (3) whole…"
    },
    {
      "doc_id": "KB-PROMO-WELCOME15",
      "title": "WELCOME15 terms",
      "category": "PROMO",
      "applies_to": "{\"lines\": \"ALL\"}",
      "snippet": "15% off a NEW customer's FIRST policy. Cap $300; min premium $200. Not for existing customers or second policies."
    }
  ]
}

{
  "doc_id": "KB-PROMO-SPRINGSAVE25"
}

{
  "doc_id": "KB-PROMO-SPRINGSAVE25",
  "title": "SPRINGSAVE25 terms",
  "category": "PROMO",
  "applies_to": "{\"lines\": [\"AUTO\"]}",
  "body_md": "$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."
}

{
  "sql": "SELECT promo_code, label, window_start, window_end, active, retired_rider, notes FROM promotions WHERE promo_code='SPRINGSAVE25'"
}

{
  "rows": [
    {
      "promo_code": "SPRINGSAVE25",
      "label": "Spring Savings 2025",
      "window_start": "2025-03-20",
      "window_end": "2025-06-21",
      "active": 0,
      "retired_rider": 0,
      "notes": "Expired seasonal promo."
    }
  ],
  "row_count": 1,
  "truncated": false
}

{
  "sql": "SELECT p.policy_id, p.line, a.region, p.status FROM policies p JOIN customers c ON p.cust_id=c.cust_id LEFT JOIN addresses a ON c.address_id=a.address_id WHERE p.policy_id='POL-retention-target-p_auto'"
}

{
  "rows": [
    {
      "policy_id": "POL-retention-target-p_auto",
      "line": "AUTO",
      "region": "R-SW",
      "status": "ACTIVE"
    }
  ],
  "row_count": 1,
  "truncated": false
}

{}

{
  "ok": true,
  "note": "Deliver your closing message now."
}