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 This is where the Analyzer's factual answers come from, so a missing or outdated brochure shows up as the AI being vague or wrong about a plan — not as an error.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.