Plan Document Check
Every certificate, SPD and amendment checked against the signed policy before an employee reads it.
Why it matters
Certificates and SPDs drift from the master policy with every amendment; differences are found by reading side by side, or by a claimant’s lawyer.
How the solution handles it
Agents read the policy and every certificate, SPD and amendment, match provisions clause by clause, flag what is missing or conflicting and check state requirements. A redline is drafted with each change cited. A compliance officer approves and releases.
How a document moves
Five agents read, match, compare and check every clause and draft the redline; a compliance officer approves and releases.
What it reads, and what it hands back.
What goes in
- Master group policy
- Certificates and riders
- Summary plan descriptions
- Amendments and endorsements
What comes out
- Redlined certificate or SPD
- Difference report with clauses
- State mandate flags
- Approved document
Who uses it
The difference, in numbers.
Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.
“Target” = design goal, measured in the live solution · by-hand time from an 8-hour working day · agents = the live solution’s configuration
5 specialist agents. One person decides.
More in this division.
Every broker RFP and census becomes a clean, quote-ready case the same day, every gap flagged.
Enrollment & EOIEvery enrollment matched to the plan, and every amount above guaranteed issue held for EOI review.
Disability ClaimsEvery disability claim built, cited and decided well inside the 45-day ERISA clock.
Build this
for your team.
We’ll show Plan Document Check running on your own documents.