Feeding the Policy Analyzer, brochures, underwriting and provider networks
The Analyzer is only as good as the reference data behind it. Three separate sources: brochures for what plans do, underwriting for who a carrier will decline, provider networks for whether the client's doctor is covered.
Who this is for
Admins. Reps consume this on live calls; they don't maintain it.
Brochures, what the plan actually does
Upload carrier brochures and the benefits and pricing are extracted from them. This is where the Analyzer's factual answers come from, so a missing or outdated brochure shows up as the AI being vague or wrong about a plan, not as an error.
Underwriting, who gets declined
Carrier rulings per health condition. The point is that a rep knows BEFORE they pitch that a given carrier will decline, rather than finding out at application. This is the highest-value page of the three and the one most often left empty.
Provider networks, is their doctor in network
Add the carriers your agency writes with a link to each one's find-a-doctor page, so a rep can check mid-call. Small thing; removes a very common reason a sale stalls after the call.
If you can't find these pages in the menu
Brochures and Underwriting are insurance-specific, so they're kept out of the admin nav on the general product to avoid cluttering it for customers who don't sell health plans. The pages still work: the links in this article go straight to them, and they're admin-gated as normal.
Facts here, policy elsewhere
This is the factual layer. Your selling preferences (which carriers to lead with, your budget fallback, the warnings reps must hear) live in Sales Tools. Keep them separate: correcting a factual error with a house rule leaves the wrong fact in place for every other question.
How to check it worked
- Ask the Analyzer about a plan you know well and check the details against the brochure.
- Ask about a condition a carrier declines and confirm it says so unprompted.
Common mistakes
- Leaving underwriting empty, so reps discover declines at application instead of before the pitch.
- Letting brochures go stale after a plan-year change. The Analyzer keeps answering confidently from old data.
- Fixing a factual gap with a house rule in Sales Tools rather than fixing the source.
Related
Where this lives in the app
This is documentation for Virtual Closer. Book a walkthrough or sign in.