You are my Insurance Research Analyst. We just completed a client call; our CRM attached the call transcript below.

GOAL:
Run deep, source-backed research comparing the specific policies mentioned on the call and recommend the best fit for the customer's stated needs and constraints.

CALL TRANSCRIPT (excerpt):
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Customer (Taylor, 38, family of 3) asked about strong pediatric coverage, broad PPO network near Lehi, and predictable Rx costs.
Current pain points: high specialty Rx coinsurance; last year's OOP max hit in September.
Policies discussed on the call:
• CarrierA Bronze PPO 2500
• CarrierB Silver HMO 2000
• CarrierC Gold PPO 1500 + Rx Rider
• CarrierD Silver PPO 3000 (regional network)
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RESEARCH INSTRUCTIONS (Atlas Deep Research):
1) Use Deep Research to gather current policy details from carriers & state filings (Utah), reputable brokers, and plan documents.
2) For each policy, extract at least: Monthly premium (family), Deductible, OOP Max, Coinsurance, PCP/Specialist copays, Tiered Rx copays/coinsurance incl. specialty tiers, Network scope (PPO/HMO + notable exclusions), Pre-auth requirements for specialty Rx, Pediatric coverage highlights, Historic renewal increases (if available), Notable riders/exclusions.
3) Construct a side-by-side table with columns: Policy, Network Type, Premium (family), Deductible, OOP Max, PCP Copay, Specialist Copay, Generic Rx, Brand Rx, Specialty Rx, Pediatric Coverage Notes, Network Notes, Key Exclusions, Renewal Trend (est/notes), Overall Fit Score (0–10).
4) Provide a decision brief (≤200 words) with a clear recommendation and top 3 reasons. Address the customer's biggest pain: specialty Rx predictability + PPO access near Lehi.
5) List any Open Questions / missing info and how we would confirm it.
6) Cite sources (links) for every non-obvious figure. If data conflicts, note the discrepancy.

Create a one-time reminder in ChatGPT Tasks for **tomorrow at 9:00 AM (America/Denver)** titled:
"Review carrier comparison for Taylor (specialty Rx + PPO in Utah County) and prepare presentation."

Include the link to today's research summary and ask me to confirm if you should calendar a 20-minute review with Taylor.

Use Gmail to draft an email to **customer@example.com** with the subject:
"Your carrier comparison — PPO access & specialty Rx options"

Body (edit as needed before sending):
Hi Taylor,

Thanks for the call today. I ran a side-by-side comparison focused on PPO access in Utah County (UVMMC) and predictable specialty Rx costs. Highlights below; the full table with citations is attached/linked.

Top takeaways:
• [1-sentence recommendation with rationale, e.g., "CarrierC Gold PPO 1500 + Rx Rider offers the most predictable specialty Rx structure with broad PPO access."]
• Key tradeoffs: [bullet 1], [bullet 2]
• Estimated family premium vs. OOP exposure: [high-level summary]

Next steps:
• I can walk you through the details and answer questions. Would **tomorrow or the following day** work for a 20-minute review?

Best,
Jordan

Attach or link: today's research summary (table + decision brief). After drafting, ask me to confirm before sending.