Vision Policy

Templates

Vision Policy

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Insurance

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Datapoint

Description

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Carrier

Returns the name of the vision insurance provider listed on the policy.

Name Insured

Returns the name of the individual or entity covered by the vision policy.

Plan Name

Extracts the full official name of the vision plan, as it appears on the document.

Effective & Expiration Dates

Outlines the start and end dates of the vision insurance coverage period.

Exam

Highlights the in-network benefit amount for routine eye exams.

Exam Frequency

Extracts how often a covered eye exam can be received (e.g., every 12 months).

Lenses

Returns the in-network benefit amount for standard prescription lenses.

Lenses Frequency

Outlines how often lenses can be replaced under the plan.

Frames

Returns the allowance or benefit amount for eyeglass frames.

Frames Frequency

Extracts how often frames are eligible for replacement.

Contacts

Depicts the benefit amount for contact lenses under the vision policy.

Contacts Frequency

Returns the frequency with which contact lenses can be obtained.

Out-of-Network Benefit

Shows whether the plan includes coverage for out-of-network vision services.

Out-of-Network Benefit Amount

Returns the reimbursement amount allowed for out-of-network services.

Eligibility

Extracts the individuals or groups eligible for coverage under the vision policy.

Exclusions and Limitations

Returns any exclusions, restrictions, or limitations that apply to covered vision services.

Installment Options

Provides the available payment options or installment structures for the plan premium.

Total Estimated Annual Premium

Lists the full annual cost of the vision insurance plan, including all applicable fees and surcharges.

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.

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