Private Book of Business

Vault

Drop your Book of Business — CSV, PDF, XLSX, anything. Ask Archi anything about it. Files never leave your machine.

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Add to your Book of Business

Three ways in: drop a file, sync from HealthSherpa, or sync from AgencyBloc.

Manual upload

Drop or click to upload

CSV · PDF · XLSX · commission reports · client lists

HealthSherpa

Not connected

Auto-sync new ACA enrollments + policy status (effectuated, cancelled, terminated) via webhooks. Medicare gets the fuller agency API for client + plan pulls. Free HealthSherpa agency account required for the API key.

AgencyBloc

Not connected

Pull your full AMS book — clients, policies, renewals, commissions — straight from AgencyBloc. Updates daily.

Ask

Query your book in plain English

Indexed files

Everything in your vault

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