Vision Policy

This AI template extracts key data from Vision Insurance policies, helping automate benefits explanation and policy reviews. It identifies the carrier, insured party, and full plan name, along with the policy’s effective and expiration dates. Core benefits like coverage amounts and service frequencies are extracted for eye exams, lenses, frames, and contact lenses—both in-network and out-of-network.

The template also captures eligibility details and plan exclusions to clarify who qualifies and what services may be limited. Out-of-network reimbursement amounts are returned where applicable. Financial terms are included, such as available premium installment options and total annual policy cost. This template is ideal for HR teams, brokers, or insurtech platforms looking to digitize and personalize employee vision plan summaries.