> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nelsonandassociatesinc.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Claire and Max

> The two AI agents that support Nelson & Associates Inc. Claire handles reception and scheduling. Max handles small business commercial triage. Licensed humans quote and bind.

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](https://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](https://docs.nelsonandassociatesinc.com/architecture.md) for the full governance model.


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