Two Environments
Agency-owned stack vs carrier-of-record systems — data does not cross the seam.
Nelson & Associates operates across two environments. Data does not cross the seam.
Agency environment
Owned and operated by Nelson & Associates:
- Consumer and recruiting web apps
- Producer portal
- BigQuery event truth
- Voice / SMS carriers and AI voice agents
- CRM, workspace, and automation tooling
This environment holds lead signals, call signals, hashed identifiers, dispositions, and bind attestations.
Carrier environment
Carrier-of-record systems (PolicyCenter, BillingCenter, carrier CRM, and related producer tools). Policyholder records, policy IDs, premium detail, coverage terms, and household composition for carrier-written policies remain there.
Why this matters
Bind attestation records that verification happened, where it happened, and who attested — without copying carrier policy/quote/billing/claim references into agency systems. That separation protects households and keeps the platform compliant as we scale.