legacy-ap3-market-meaning

{
  "sql": "SELECT cust_id, first_name, last_name, dob, legacy_acct, status FROM customers WHERE first_name = 'Travis' AND last_name = 'Boudreaux' AND dob = '1983-09-14' AND legacy_acct = 'EVG2204S3'"
}

{
  "rows": [
    {
      "cust_id": "CUST-se-auto-pref",
      "first_name": "Travis",
      "last_name": "Boudreaux",
      "dob": "1983-09-14",
      "legacy_acct": "EVG2204S3",
      "status": "CUSTOMER"
    }
  ],
  "row_count": 1,
  "truncated": false
}

{
  "sql": "SELECT p.policy_id, p.line, p.tier_id, t.code AS tier_code, t.label AS tier_label, p.status, p.effective_date, p.expiration_date, p.final_premium_cents, p.rating_as_of FROM policies p LEFT JOIN tiers t ON p.tier_id = t.tier_id WHERE p.cust_id = 'CUST-se-auto-pref' ORDER BY CASE WHEN p.status = 'ACTIVE' THEN 0 ELSE 1 END, p.created_at DESC"
}

{
  "rows": [
    {
      "policy_id": "POL-se-auto-pref-p_auto",
      "line": "AUTO",
      "tier_id": "AUTO:PINE",
      "tier_code": "PINE",
      "tier_label": "Pine",
      "status": "ACTIVE",
      "effective_date": "2025-02-15",
      "expiration_date": "2026-02-15",
      "final_premium_cents": 72643,
      "rating_as_of": "2025-02-15"
    }
  ],
  "row_count": 1,
  "truncated": false
}

{
  "sql": "SELECT lp.legacy_policy_id, lp.plan_code, lp.rate_sym, lp.bill_sym, lp.modern_policy_id, lp.effective_date, lp.notes FROM legacy_policies lp WHERE lp.cust_id = 'CUST-se-auto-pref' ORDER BY lp.effective_date DESC"
}

{
  "rows": [
    {
      "legacy_policy_id": "LGP-se-auto-pref-p_auto",
      "plan_code": "AP3",
      "rate_sym": "31",
      "bill_sym": "I0",
      "modern_policy_id": "POL-se-auto-pref-p_auto",
      "effective_date": "2025-02-15",
      "notes": null
    }
  ],
  "row_count": 1,
  "truncated": false
}

{
  "query": "AP3 preferred plan legacy plan code AP3 glossary",
  "limit": 5
}

{
  "results": [
    {
      "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-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-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-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-LEGACY-XWALK"
}

{
  "doc_id": "KB-LEGACY-XWALK",
  "title": "Reading an EVERGREEN plan code (legacy → CANOPY)",
  "category": "HOWTO",
  "applies_to": "{\"lines\": [\"AUTO\"]}",
  "body_md": "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 — the mapping depends on the customer's **market (region)** and\n**status**, so you must look it up in the crosswalk, never guess from the letter.\n- **Standard** plans (AS2, AS4) → Pine, everywhere.\n- **Preferred AP3** means different things by market: in the Northeast it is the\n  Evergreen tier, but in the Southeast AP3 was a relabeled Standard → Pine.\n- **AP3 and AP1 are closed to new business.** A prospect cannot be put on them;\n  the live preferred plan for new business is **AP5** (→ Evergreen). **AP1** is\n  grandfathered for existing customers only and maps to the **retired Heritage**\n  tier, which cannot be re-bound once dropped.\nWhen an EVERGREEN record and the CANOPY policy disagree, treat it as an\nunverified migration discrepancy: surface it, do not silently \"correct\" either side.\n"
}

{}

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