welcome15-not-for-existing

{
  "query": "WELCOME15 promotion eligibility stacking terms existing customer applies account ad 15% off",
  "limit": 5
}

{
  "results": [
    {
      "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-CLAIMS-STATUS",
      "title": "Claim status: FNOL → OPEN → CLOSED, and who may move it",
      "category": "POLICY",
      "applies_to": "{\"lines\": \"ALL\"}",
      "snippet": "**FNOL** = loss reported, not yet accepted for handling. **OPEN** = accepted\nand with an adjuster (the adjuster sets the reserve). **CLOSED** = resolved.\nA service rep may promote FNOL → OPEN once the loss details are confirmed\nwith the cus…"
    },
    {
      "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-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-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."
}

{
  "sql": "SELECT promo_code, label, scope, window_start, window_end, effect, stacks_with, caps, active, retired_rider, doc_id, notes FROM promotions WHERE promo_code = 'WELCOME15'"
}

{
  "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
}

{
  "sql": "WITH p AS (SELECT policy_id, cust_id, line, status, effective_date, expiration_date, final_premium_cents, bundle_id FROM policies WHERE policy_id = '447-829-5512') SELECT p.policy_id, p.cust_id, p.line, p.status, p.effective_date, p.expiration_date, p.final_premium_cents, c.first_name, c.last_name, c.tenure_start, c.loyalty_tier, c.loyalty_points FROM p JOIN customers c ON c.cust_id = p.cust_id"
}

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

{
  "sql": "SELECT policy_id, cust_id, line, status, effective_date, expiration_date, final_premium_cents FROM policies WHERE REPLACE(policy_id,'-','') = REPLACE('447-829-5512','-','')"
}

{
  "error": "read_only",
  "detail": "Only SELECT/WITH queries are allowed."
}

{
  "sql": "SELECT policy_id, cust_id, line, status, effective_date, expiration_date, final_premium_cents FROM policies WHERE policy_id LIKE '%447%' OR policy_id LIKE '%829%' OR policy_id LIKE '%5512%'"
}

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

{}

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