How to load a benefits document
Upload a Summary of Benefits, plan guide, or SPD into BenAsk so your household context and plan references stay organized. Employer materials remain the source of truth.
BenAsk uses employer-provided benefits documents to ground plan context and comparisons. Upload PDFs from your secure employer portal when available—never share someone else’s coverage details without permission.
Steps
- Open Documents
From the dashboard, go to Your documents at
/dashboard/your-documents(or the documents area your employer enabled). - Choose upload
Select Upload and pick a PDF from your device. Prefer official PDFs over photos for long documents.
- Wait for processing
Large files may take a minute. If parsing fails, try a smaller export or a text-based PDF. Flag unclear pages for review rather than guessing values.
Privacy
See our Privacy Policy for retention, AI disclosures, and consumer health data rights.
FAQ
- Can BenAsk guarantee my benefits?
No. BenAsk summarizes and organizes information; your plan documents and carrier are authoritative.
- What if OCR misreads a table?
Correct values in the app when prompted, or contact support with a clean PDF export.