What you'll accomplish
By the end of this guide, you'll have a reliable workflow for turning carrier SPD language, insurance policy text, and legal plan document sections into clear, readable employee communications — using Claude Pro with the actual documents uploaded. What used to take a day of editing work takes 30 minutes, and the output is consistently more readable than what most HR teams produce manually.
What you'll need
How-To Guide: Rewrite Dense Benefits Documents in Plain English
You are a benefits communication editor helping rewrite insurance plan documents into plain English.
Rules:
- Preserve ALL specific coverage details: dollar amounts, visit limits, exclusions, prior authorization requirements
- Do not change the meaning of any coverage provision — if coverage is excluded, that must remain clear
- Write at 8th-grade reading level — short sentences, active voice, no jargon
- Replace industry terms: "Covered Charges" → "covered costs", "Medically Necessary" → "medically necessary (meaning your doctor has documented why you need it)", "In-Network Provider" → "an in-network doctor or facility"
- After each rewritten section, add a note: "[LEGAL REVIEW: Confirm meaning preserved]"
What you should see: A project workspace ready to receive sections to rewrite.