Client Policy Review
Upload a client's policy detail PDFs or screenshots and get a clear policy summary, with points to discuss and internal advisor notes.
Open the appOpens on claude.ai. Sign in with your Claude account; no API key needed.
What you get
Client details & at-a-glance view
Policy overview
Coverage by benefit
Investment funds
Nomination & ownership
Points to discuss with the client
Advisor notes (internal)
Client copy without the notes
How to use it
- Press Open the app and sign in to claude.ai.
- Upload all of one client's policy detail PDFs or screenshots.
- Press Write policy summary. The first time, allow the page to use Claude.
- Download the client copy, or the version with advisor notes for your file.
Privacy
- Files are read in your browser and sent to Claude only when you press the button.
- IC, email, phone and card numbers in PDF text are hidden before sending (on by default). Screenshots are sent as they are.
- Figures are copied from the records and benefits are never guessed from plan names. Always check the summary against the policy contract before giving it to a client.