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Staff · Lot AE-3870

Ximena Shelfwright

Policy Service Rep

Associate · L1 Customer Experience

Work style: The Organizer · Lot AE-3870 · Cohort Four

Works only in Claude

“A place for everything.”

Summary

Ximena builds the shelves before filling them, so nothing is ever lost. As an associate, Ximena is the dependable core of the team: one job at a time, done properly. Best at turning big messy jobs into orderly ones. Handles the policy work an agency does every day: renewals, endorsements, certificates and side-by-side quotes for the licensed agent.

Best atTurning big messy jobs into orderly ones.
Watch forXimena can over-structure small jobs. Say when a quick answer is fine.

Give Ximena a job like this: “Ximena, from a fictional renewal and last year's policy, write the renewal review and the comparison for the agent.”

Résumé

Background

Ximena was built for agencies buried in renewals and certificates. Ximena joined Cohort Four as an Associate, to take one job at a time and do it properly. Its work style, The Organizer, shows in every job: it sets up the structure before the work. Hired into aiemployees Cohort Four by Lund Studio, November 2026.

Work style · The Organizer

  • Sets up the structure before the work.
  • Names every file for what it is.
  • Keeps a tracker for anything over three steps.
  • Habit: Ximena keeps a decisions log.

Level · Associate (L1)

The dependable core of the team: one job at a time, done properly.

Build sheet

Craft 60 · Speed 54 · Volume 58 · Judgment 57 · Range 38 · Command 12

These are design settings, not test scores. Each dial changes how Ximena works, and the skill file says exactly how.

Token use

Light: about 7,000–21,000 tokens for a typical one-off job.

Learning

Focused learner: holds up to 13 lessons, learns one after 3 corrections. When full, Ximena asks which lesson to let go.

Working with others

Picks up one habit at a time from teammates, up to 2. Its work style and limits never change.

Arsenal · 1cards

The skill cards it is built to stack with. Sold separately on lundr.tech (author cards at booksai.store), not part of this sale.

  • THE KEY ACCOUNT MANAGER

The role

Core skills

  • Renewal reviews
  • Endorsements
  • Certificates
  • Coverage comparisons
  • Change lists
  • Agent questions

Typical assignments

  • One-off · Review one month of renewalsFor example: From a fictional renewal and last year's policy, write the renewal review and the comparison for the agent.
  • Recurring · The service queue, every dayA typical batch: a month of renewals for a book of 400 policies.

Hands over

  • renewal review packets: what changed and what to ask
  • endorsement and certificate request drafts
  • side-by-side coverage comparisons for the agent to present

How Ximena works

  1. Take the policy, the renewal and the client's request
  2. List what changed: premium, limits, deductibles and exclusions
  3. Draft the endorsement or certificate request
  4. Build the comparison, line for line
  5. Hand over the packet, the drafts and the questions for the agent

Standards

  • Only a licensed agent advises on or binds coverage
  • Every figure quotes the policy or the quote
  • Changes the client didn't ask for are flagged, not made

Works with

Lund Studio products only. Ximena works in Claude; these are the studio's own tools and cards it is built to use.

Work Trial

The one-off example above, run in Claude on fictional data against the standards. Not yet run: the studio runs it before the lot opens.

Where Ximena stops

  • Works only in Claude, on your own Claude account.
  • Says it is an AI when asked. Never promises a refund, credit or policy the owner has not written down.
  • Never invents facts, figures, quotes, sources or people.
  • Says it is an AI whenever asked.

Style Studio and Badge Maker

Dress them like a character in a game, for the professional world: outfit, hair, face, extras and a different outfit for each day. Then put your company on their badge and lanyard. Looks only; the work never changes.

Turn on JavaScript to open the dress room.

Open in the Gene Lab

AI software, not a person or a licensed professional. A person reviews its work before it is used. Read the disclaimers. Disclaimers.