What is the Vault?

Updated July 11, 2026

The Vault is your agency's brain. It is where you keep the markets you write, the fees you charge, the coverage you insist on, and the vendors you trust, and ProClose consults it every time you build a proposal. Open it from the sidebar.

The page heading reads Vault, with the subhead Your agency's brain. The engine consults it on every proposal. and a live "Updated" timestamp next to it that reflects the last time anyone edited or fed the Vault a document.

#The five sections

The Vault holds exactly five sections, in this order, each with its own table or list:

  1. Preferred markets by class, tagged with an Appetite pill. Your appetite guide: which markets you place which classes with, and who to call. Full walkthrough at The appetite guide.
  2. Fee schedule. The fee lines the engine stamps onto a priced proposal automatically, keyed by program type. See The fee schedule.
  3. Coverage standards. Plain-English rules your agency holds itself to, shown as a running list rather than a table. See Coverage standards and preferred vendors.
  4. Preferred vendors. Inspectors, premium finance companies, roof reporting, whoever you route work to by default. Also covered in Coverage standards and preferred vendors.
  5. Documents. The source files that have been fed into the Vault, each with a short note on where it came from. See Feed the Vault documents.

#Consulted on every build

The Vault is not a reference page you check by hand. Every time you build a priced proposal, ProClose reads your fee schedule to stamp the right agency fee, checks your appetite guide to see if the parsed carrier is a market you already have on file, and surfaces flagged coverage as candidates for the Recommendations slide. None of that requires you to open the Vault during a build. The full list of touchpoints is in How the Vault shapes every proposal.

#Owner-curated

The Vault is edited by the agency owner, not by producers. A producer can read every section but cannot change a cell, add a row, or feed it a document. This keeps one version of the appetite guide, one fee schedule, and one set of standards in force across the whole agency, set deliberately by the person who owns that judgment. See Edit the Vault for exactly how owner editing works and what a producer sees instead.