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Nelson & Associates operates across two environments. Data does not cross the seam.

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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.

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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.

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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.