client-vault safe

Use client-vault when the question is scoped to a single client, "what is on John Park's policy", "attach this carrier letter to Maria's file". Use agent-vault for book-wide analytics, "how many MAPD renewals next month".

Tools

• client_get: Fetch a single client record.
• client_list_policies: All policies for a client.
• client_add_document: Attach a new document (PDF, image).
• client_search: Search within one client's data.