What to type

Show me clients renewing in May with Humana MAPD plans. I want name, plan, premium, and county.

What happens

  1. Taylor (CCO) calls the agent-vault spoke's vault_search.
  2. The vault index resolves "renewing in May" against the renewal_date column (auto-detected during ingest).
  3. "Humana MAPD" is matched against carrier + LOB.
  4. A formatted table is returned with each requested column.

HIPAA

The vault is safe posture — files never leave your account; queries do not send PHI to any external LLM. The agent-vault spoke filters in-process; only the answer (numeric counts, summarized names) returns to the model. More on the PHI Rail.

Common follow-ups

  • "Who has not been contacted in 60+ days?"
  • "Average commission across MAPD vs PDP last quarter?"
  • "Find every client whose plan was discontinued for 2026." (joins to the medicare-watchdog signal).