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What you'll accomplish

Use Claude to transform dense ERISA and insurance language from your Summary Plan Descriptions into clear, friendly employee guides. Instead of spending 2–3 hours manually editing a single SPD section, you'll get a polished plain-language draft in 10 minutes.

What you'll need

  • A Claude account (free tier works for most SPD sections; Claude Pro handles longer documents)
  • The SPD section or plan document text you want to simplify
  • Knowledge of which employee audience will read the output (new hires? All employees?)
  • Time needed: 10–15 minutes per section
  • Cost: Free / {{tool:Claude.price}}/month for Pro

How-To Guide: Rewrite Summary Plan Description Sections

Step 1: Identify the section to simplify

Start with the sections employees are most likely to read: enrollment instructions, eligibility rules, how to file a claim, and what happens when you leave the company (COBRA). These sections get the most questions and have the most to gain from plain-language rewrites.

Tools:Claude