agent-vault safe

What you put in it

• HealthSherpa CSV exports.
• Commission reports.
• Client lists, intake forms.
• Carrier emails (PDF).
• Anything else you want Ambrose to be able to query.

Privacy model

Files live in your account. Queries that touch the vault stay inside your agency. Search resolves in-process: only the final answer (numbers, summarized names) returns to the model. Raw PHI never crosses the wire. More on how client data is protected.

Tools

• vault_search: Full-text + structured search across indexed files.
• vault_get_client: Fetch a client record by ID (joins across CSVs).
• vault_list_recent: Recently changed / added files.
• vault_classify_lob: Auto-classify line of business (MAPD / PDP / Med Supp / ACA / Group / ICHRA).