The Details Every Call Needs, in One Place

Keep account numbers, reference IDs, your NPI and Tax ID in iAllo’s vault. Share them with your team or keep them personal, and the AI has them ready when a representative asks.

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iAllo Vault showing business details, NPI, billing contacts and callback information organized in shared and personal vaults

How it works

1
Save the details
Add account numbers, IDs and notes to a vault, or tell the AI chat and it saves them for you.
2
Choose who sees it
Use the company vault for the team, or a personal vault just for you.
3
Use it on calls
When a representative asks to verify, iAllo has the right details ready.

What you get

Company and personal vaults
Team details in the company vault; your own stay in your personal vault, separate even inside a company.
Ready for verification
NPI, Tax ID, account and member numbers, at hand when the call needs them.
Saved from chat
Tell the AI “our NPI is…” and it saves it for this and future calls.
Organized by business
Keep details per insurer, carrier or company you call.
Linked to calls
Details that come up on a call can be saved straight to the vault.
No more sticky notes
Stop hunting through spreadsheets and emails for the number the rep asks for.

How teams use it

Questions about secure vault

What can I store in the iAllo vault?

Account numbers, reference IDs, member and policy numbers, your NPI and Tax ID, and other details you need on calls.

Who can see what’s in the vault?

The company vault is shared with your team. Your personal vault is only yours, and stays separate even when you’re part of a company account.

Does the AI use vault details on calls?

Yes. When a representative asks to verify, such as your NPI and Tax ID on a payer call, iAllo uses the details from your vault.

iAllo is HIPAA-ready and signs Business Associate Agreements (BAAs) with healthcare customers, and it is SOC 2 compliant. New teams start with 120 free minutes. See pricing.