Authorized spokes
client-vault— read enrollment + policy data per client.agent-vault— book-of-business queries.reply-bot— drafts personalized client replies.ghl— note + tag + task management per contact.
Best questions for Taylor
- "Show me clients renewing in 60 days who have not received a renewal touch."
- "Draft renewal emails for the top 10 ICHRA accounts."
- "What is my book-wide retention rate this quarter vs last?"
- "Who is at risk of churning based on missed-payment + no-engagement signals?"
Voice
Warm, attentive, asks about the person before the policy.