Use Acrobat's AI Assistant to summarize an insurance policy with page citations

What This Does

A life or disability policy can run past thirty pages, and the advisor wants the coverage terms on one page. Acrobat's AI Assistant can answer questions about an open PDF and point to where in the document it found each answer. You turn those answers into a short summary. The page references are what make it checkable.

Before You Start

• Adobe's help pages describe AI Assistant as a feature in Acrobat that answers questions about a PDF with source citations and highlights where it found the answer. The pages did not load for the research behind this guide (Adobe's help site returned an access error on 2026-10-06), so this guide relies on a search excerpt of those pages and keeps the click path general.
• Whether you have AI Assistant depends on your Acrobat plan and your firm's settings. Check Adobe's own pricing page or ask your IT admin. This guide does not name a plan.
• Policies can contain health information. Use AI Assistant on a client policy only if your CCO has approved Acrobat's AI features for client documents. If not, stop here and summarize by hand, or use a redacted copy only if the CCO allows that.
• Check how Adobe's settings handle your uploaded documents before you start. Ask IT what the firm's agreement says.
• The file is named with a household code, not the client's name.

Steps

1. Open the policy and find AI Assistant

Open the policy PDF in Acrobat. Look for an AI Assistant button or panel, usually in the toolbar or a side panel. Where it sits can change between versions. If you cannot find it, search the Acrobat help menu for "AI Assistant" or ask IT whether the feature is switched on for your account. Adobe's excerpt says the feature supports English, French and German documents.

2. Ask for the terms, one list at a time

Type a prompt such as:

If the answer is long, ask for one group of items at a time. Short answers are easier to check.

3. Open every cited page

Adobe's excerpt says the assistant highlights where it found the answer. Use that highlight, but do not rely on it. For each item, go to the page, read the passage and compare the wording and the figure character by character. A face amount that is off by one digit is the kind of slip that matters.

4. Write the summary and mark the gaps

Paste your checked items into a one-page summary for the advisor. Keep the page references. Anything the assistant could not find stays as "not found", and you read the document yourself before you leave it that way. Say nothing about whether the coverage is adequate. That is the advisor's judgment.

Real Example

Scenario: Household 112 sent a term life policy for Client A. This is an invented description.

What you type: The prompt above.

What you get: A list in which the coverage type points to a page near the front, the riders point to a later page, and exclusions come back as "not found". You open the policy and find the exclusions are under a heading the assistant did not match, so you read that section yourself and add it with its page. In your summary the face amount is written as the policy states it, with the page next to it. The advisor can check any line in seconds.

Tips

• Ask for roles, not names. "Insured" and "owner" are enough for a summary, and the document stays the place where names live.
• If two cited pages disagree, report both and flag it for the advisor instead of choosing.
• Keep the summary with the policy in the firm's vault, not in a personal folder.

Tool interfaces change. If a button has moved, look for similar AI/magic/smart options in the same menu area. Feature description from an Adobe help page excerpt (helpx.adobe.com, Acrobat AI Assistant, "get answers" page), seen 2026-10-06. The full page could not be fetched.