This AI template extracts key details from dental insurance policies, helping carriers, brokers, and benefits teams streamline policy review and data entry. It captures essential policy term information including the effective and expiration dates, as well as the name of the carrier. The tool also pulls deductible amounts for both individuals and families, ensuring clear visibility into upfront costs for insured members.
In addition, the template identifies core benefit categories such as preventive, basic, and major dental services—ranging from routine cleanings to crowns and surgical procedures. It also extracts the annual maximum benefit per individual, eligibility criteria for policyholders and dependents, and highlights key exclusions and limitations like cosmetic procedures or waiting periods. This allows for quick comparison across plans and improved onboarding into internal systems.