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Doc Foundry: Smarter SPD management powered by AI

Transform how SPDs and SBCs are created and maintained with speed, consistency and confidence

Doc Foundry helps organizations accelerate document workflows so benefits teams can spend less time on administration and more time on higher-value work.

Let Doc Foundry manage your documents while you manage the strategy

Benefits teams are spending too much time managing documents — and not enough time driving strategy

Annual renewal cycles require extensive document review, comparison and quality assurance. As plan complexity grows, highly skilled benefits professionals are increasingly pulled into repetitive document production work instead of workforce planning, employee experience and broader benefits strategy.

You need a more efficient way to manage document workflows while maintaining quality, governance and confidence. Doc Foundry delivers a more scalable approach, by accelerating document workflows while improving accuracy. It’s built to handle union-specific plans as well.

The solution

Accelerate document production without sacrificing oversight, quality or confidence

Doc Foundry combines AI-powered document intelligence with deep benefits expertise to help you manage summary plan description (SPD) and summary of benefits and coverage (SBC) workflows more efficiently.

Designed specifically for health and welfare plan document workflows, Doc Foundry helps reduce manual effort, improve consistency and support larger document portfolios while maintaining the governance, quality controls and expert review these documents require.

By automating portions of the document review, comparison and update process, Doc Foundry helps benefits teams spend less time on repetitive production activities and more time focused on workforce strategy, employee experience and higher-value advisory work.

Doc Foundry workflow

  • Upload

    • Upload current plan documents and benefit charts with future changes
    • Generate templates annotated with variations and prepared plan design details for review
  • Review

    • Review and validate plan list
    • Add or remove plans, adjust plan groupings as necessary
  • Modify

    • Web interface or document-based editing
    • Table of contents with plan document language
    • Plan designer charts with current vs. new (changes noted)
  • Accept and download

    • Document comparison with side-by-side summary of differences and changes
    • Accept as you review
    • Download new plan documents

Key benefits

Reduce manual effort
Streamline document review, comparison and update activities to help alleviate the administrative burden associated with renewal and document maintenance cycles.

Improve accuracy
Apply a more standardized approach to document workflows, helping reduce rework and support consistent outcomes across plan portfolios.

Support growing complexity
Manage larger and more complex document environments with a scalable workflow designed specifically for health and welfare plan documents.

Maintain governance and confidence
Combine AI-powered efficiency with expert review, oversight and established governance practices to support quality, transparency and compliance.

The WTW difference

While a large language model can help update an individual document, Doc Foundry provides a structured platform for managing and synchronizing changes across entire document sets, ensuring consistency at scale. It brings together our benefits expertise, plan document knowledge, AI-powered workflow and expert review to help you modernize a critical process with confidence.

  • Purpose-built for benefits
    Designed specifically for health and welfare plan document workflows, Doc Foundry is built around the complexities of SPD and SBC management — not adapted from a generic AI solution.
  • Human expertise remains central
    AI helps streamline document review, comparison and update activities, while our experienced benefits experts remain responsible for oversight, review and final output.
  • Governance built into the workflow
    Quality, transparency and compliance confidence are embedded throughout the process, helping you maintain the oversight these critical documents require.
  • Helping teams focus on higher-value work
    The goal isn't to replace expertise. It's to help benefits teams spend less time on repetitive document production activities and more time focused on workforce strategy, employee experience and advisory work.

Ready to modernize plan document workflows?

Learn how Doc Foundry can help streamline SPD and SBC workflows, reduce manual effort and support greater consistency across your document portfolio. Contact us to learn more.

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