1
of 6— Create your Claude account
What you'll accomplish
By the end of this guide, you'll know how to use Claude to read through lengthy insurance clinical policy documents and extract exactly the information you need — in plain English, in under 5 minutes — so you can submit prior authorization requests that hit every required criterion the first time.
What you'll need
- A free Claude account (claude.ai) — no credit card required
- The insurance company's clinical policy document for the procedure you're submitting (downloadable as PDF from most payer websites)
- The CPT code and procedure name you're researching
- Time needed: 10 minutes to learn; 3–5 minutes per policy research session
- Cost: Free (Claude free tier works; Claude Pro at $20/mo handles longer documents better)
How-To Guide: Using Claude to Research Insurance Coverage Policies
Step 1: Create your Claude account
- Go to claude.ai
- Click "Start for free" or "Sign up"
- Enter your email address and create a password
- Verify your email
What you should see: The Claude interface — a clean conversation window with a text input at the bottom.