Claire and Max - Nelson & Associates

Claire and Max are AI agents. Both work under the oversight of licensed principal agent Weston Nelson, and both say they are AI when a caller or recipient asks. The public disclosure is at nelsonandassociatesinc.com/ai-disclosure.

Claire

Claire is the inbound agent for personal lines, life, and the existing book.

Function	What happens
Reception	Answers (763) 733-7475 by voice at any hour.
Intake	Qualifies inbound data leads and takes warm policy transfers.
Life	Mentions once, in one sentence, that Weston can follow up on a Simple Term life quote, and records the answer.
Scheduling	Books annual coverage and life reviews on Weston’s calendar, only in open slots.
Handoff	Transfers to a licensed human on request, for coverage changes, and for retention conversations.
Limits	Does not recommend coverage, quote, or bind.

Max

Max is the commercial agent. Max places business-to-business calls only and does not place consumer calls.

Function	What happens
Prospecting	Works a defined set of six commercial classes in licensed states, through consent-gated channels.
Triage	Collects risk attributes, certificate of insurance needs, and renewal dates.
Qualification gate	Paid data enrichment runs only after qualification is confirmed.
Scheduling	Sets a commercial quoting session with Weston for qualified businesses.
Limits	Does not recommend coverage, quote, or bind.

Controls that apply to both agents

Every outbound contact passes the consent gate. An unknown consent basis is denied.
Customer data stays inside the agency’s secured systems and never appears in public logs or code.
Every policy is advised, quoted, and bound by a licensed human.

See Cloud-Native Agency Architecture for the full governance model.

​Claire

​Max

​Controls that apply to both agents

Claire

Max

Controls that apply to both agents