of 5— Go to Claude

What you'll accomplish

By the end of this guide, you'll be able to use Claude to draft COBRA election notices, required annual notices, and compliance deadline calendars in minutes instead of hours. You'll have a reliable workflow for generating compliant-structure documents that your broker or legal team can review — rather than starting from a blank page every time.

What you'll need

A free Claude account (claude.ai) — or Claude Pro for document uploads
Basic information about your employer: company name, plan year dates, TPA or plan administrator contact, employer size
The specific notice type you need to draft
Time needed: 20 minutes to draft; additional time for legal/broker review
Cost: Free (Claude.ai free tier is sufficient for text drafting)

How-To Guide: Draft ERISA Compliance Documents with AI

Step 1: Go to Claude

Open your browser and go to claude.ai
Sign in or create a free account if you don't have one
Click New conversation (or the + icon in the sidebar) to start fresh

What you should see: A clean chat interface with a text input box at the bottom.