Check
Rule
Benefits claims without the plan disclaimer
‘Your premium won’t change’ is a promise Legal did not sign off on. This makes sure the plan documents get the last word.
The prompt
Flag any statement about benefits, compensation, bonuses, equity or retirement plans that is not followed by the disclaimer ‘Plan documents govern in the event of a discrepancy.’ or the approved equivalent. Links to the plan documents are fine.
Works in
ConfidenceCheckHow to use
Use your exact approved disclaimer wording. If Legal has a short and a long version, list both so neither gets flagged.
Where: Settings → Email Settings → Custom Check (Owners and Admins)
In packs: People and HR team · Regulated industry
The prompt
Flag any statement about benefits, compensation, bonuses, equity or retirement plans that is not followed by the disclaimer ‘Plan documents govern in the event of a discrepancy.’ or the approved equivalent. Links to the plan documents are fine.
