Client-owned infrastructure for independent health-insurance agents
The system that runs the book.
The phone answered. Every document filed to the right client. Every form filled where you work, entered once. Built and operated for you, on a Vault that is yours.
| Client | Plan | Renews | Status |
|---|---|---|---|
| M. Okafor | Silver HMO | Nov 1 | Active |
| J. Whitfield | Bronze PPO | Dec 15 | Renewal due |
| R. Castellanos | Gold HMO | Jan 1 | Active |
| T. Nguyen | Silver PPO | Nov 22 | Needs documents |
| D. Abernathy | Bronze HMO | Dec 3 | Active |
Front Desk
The phone gets answered.
A missed call gets a text back. AI answers the phone, books the appointment, and replies to texts while you're with a client. Follow-up runs on its own until the lead responds.
| Lead | Source | Last touch | Stage |
|---|---|---|---|
| A. Lindqvist | Website | 11:02 AM | Booked |
| P. Marsh | Missed call | 10:47 AM | Texted back |
| S. Delgado | Referral | Yesterday | Follow-up 2 of 5 |
| K. Osei | Website | Yesterday | Booked |
| L. Petrakis | Text | Sep 20 | Replied |
The Vault
Drop it in. It's filed.
A PDF, a scan, a carrier letter, the spreadsheet: the Vault reads it, matches it to the right client, and files it. New client? It builds the record from what's there. Under 95% confidence, it asks you first. Encrypted, off the laptop, out of the inbox.
| Document | Matched to | Received | Status |
|---|---|---|---|
| Renewal notice.pdf | J. Whitfield | Today | Confirm 91% |
| Scan 0921.jpg | M. Okafor | Today | Confirm 88% |
| Intake form.pdf | T. Nguyen | Yesterday | Filed |
| Carrier letter.pdf | R. Castellanos | Sep 19 | Filed |
| Book export.xlsx | 41 records | Sep 18 | Filed |
Omni Key™
Enter it once. It's everywhere you work.
A side panel that follows you into any carrier portal, enrollment site, or website. Pull up a client and the page fills from the Vault: quotes pulled, applications prepared, and on HealthSherpa, submitted through the API the moment you say so. Every submission is yours, under your license.
The book on a laptop is the risk.
That spreadsheet is protected health information, unencrypted, walking around in a bag. Lose the laptop and federal law calls it a breach: written notice to every affected client within 60 days, and to the government. The fine is survivable. The letters to your own book usually are not.
One foundation. Three tiers.
Every tier gets the whole machine. Your tier sets how much AI runs through it.
Leaving costs $500.
Your Vault, your records, your number: handed over, running without us. Priced up front, so the exit is priced, not punished.