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Promotional Claims Substantiation

Promotional claims substantiation that ties every claim to the page behind it before MLR review

Every claim tied to the page that supports it before MLR review

See one case, screen by screen ↓
demo7claimsfound in a three-frame banner, headlines included — six pinned to their library entry and reference page
demo1new claimcaught before MLR — “Simple to stay on”, a frame-2 headline no approved claim supports
target13daysmedian from draft to committee approval, from 29
target71%of pieces clean in their first committee round, from 38%
The problem

Why a promotional piece comes back from MLR

Every banner, HCP email, detail aid and social post carries the same efficacy, dosing and safety claims, and every one of them goes through medical, legal and regulatory review. Reviewers re-check those claims by hand in each piece, against the Prescribing Information, the publications and the data on file, and references are annotated page by page for the committee.

The claims that cause trouble are the ones nobody reads as claims. A headline like “Simple to stay on” implies persistence; a subject line like “Clear skin that lasts” overstates the data; a cross-trial comparison has no head-to-head study behind it; a detail aid still says what a retired claim said before the label changed. FDA's Office of Prescription Drug Promotion keeps writing untitled letters about unsupported and convenience claims, and a piece that comes back after its committee slot waits for the next one.

typical14.8daysfor the average MLR job in 2025
typical7.6daysin review, for the average MLR job in 2025
Where a piece's review days goestimated
By hand13 days
With the solution3.1 days
  • Logging the draft and reading every frame and line1 → 0.1 d
  • Finding the claims and checking them against the claims library2 → 0.2 d
  • Annotating references page by page3 → 0.2 d
  • Label, fair-balance and safety-text checks2 → 0.5 d
  • Agency fixes and resubmission4 → 2 d
  • Building the pack and booking the committee1 → 0.1 d

Estimated split, in business days, for one promotional piece from draft to committee, by hand and with the solution.

How it works

How a draft moves

Six specialist agents read each draft, pin every claim to the library and its reference page and catch new claims; the review coordinator decides each flag, and the committee signs.

What comes in
Draft inPromotional draft · banner, email, detail aid, video script
Agents at work
Piece readerevery frame · safety text
Then
Claim extractorheadlines too
Then
Library matchercatches new claims
Reference anchorerpage + sentence
Label and fair-balance checkerlabel · safety text
A person decides
Review coordinatoraccepts, keeps or asks the agency
What comes out
Every claim pinned to its page
New claims caught before MLR
Reference pack, committee booked
One case, step by step

One banner, from draft to Thursday's committee

At 08:41 Harborline Health sends PC-2146, a 300×600 HCP banner for Veltrimab in moderate-to-severe plaque psoriasis: three frames and a persistent safety scroll, 1.1M impressions on medical sites. Thursday's committee cut-off is 17:00 today. Here is what happens next, screen by screen, in the working solution.

  1. 0108:41

    The newest draft, as the reviewer will see it

    Lena Ortiz · Promotional review coordinator

    Lena's home screen leads with the draft itself: frame 1 with the VELA-2 Week 16 results, frame 2 with the dosing schedule, frame 3 with the two-year data, and the Important Safety Information scrolling under all three. A switcher across the top holds the other drafts before MLR — the VELA-2 HCP email that arrived at 07:52, the detail aid, the Corventa social post and the Talmirex banner.

    “Every claim gets a pin. Each pin ties the claim to its entry in the approved claims library and to the page and sentence of the reference behind it.”

  2. 02One click

    “Pin the claims” — six agents read every frame

    The agents

    The piece reader reads the 300×600 banner, its three frames and the safety scroll. The claim extractor finds 7 claims, headlines included. The library matcher checks each one against the 142 approved claims, and the reference anchorer pins each match to its reference page. Pins appear on the banner one by one, each with a note in the margin.

    Each step is shown as it runs, with what it found.

  3. 03Seconds later

    Six pins go green, one goes red

    New-claim catch

    Six of the 7 claims match approved claims word for word, pinned to 5 reference pages. Pin 3, the frame-2 headline “Simple to stay on”, is not in the library: it tells a dermatologist that patients keep taking Veltrimab, and nothing in the reference library measures persistence. Readiness is 88, against a send threshold of 90, and a new claim blocks sending regardless.

    “New claim caught before MLR · pin 3 “Simple to stay on”. It is not one of the 142 approved claims, and no reference in the library supports it.”

  4. 04Pin 1

    The sentence behind the number

    Reference anchorer

    Lena opens pin 1. “84% of patients achieved PASI 90 at Week 16 (vs 4.9% placebo)” is approved claim CL-0102, word for word, pinned to Prescribing Information v4, page 18, the PASI 90 row of the table. The note quotes the row and opens the page.

    “PASI 90 at Week 16: VELTRIMAB 84.1% · Placebo 4.9%” — Prescribing Information v4 · page 18

  5. 05Pin 3

    She swaps in the approved dosing claim

    Lena Ortiz · Promotional review coordinator

    The nearest approved claims are the dosing schedule, CL-0130, and stopping for side effects, CL-0112 — neither supports persistence. Lena could ask Dr. Maya Chen to substantiate it as proposed claim CL-0152, due Oct 9, but the banner would miss Thursday. She uses CL-0130 instead: “Two starter doses, then one dose every 12 weeks”, pinned to section 2.1 on page 2. Readiness goes to 100.

    “2.1 Recommended Dosage. The recommended dosage of VELTRIMAB is 150 mg administered by subcutaneous injection at Week 0, Week 4, and every 12 weeks thereafter.”

  6. 06Send to MLR

    Thursday 10:00, slot 8 of 10

    Lena Ortiz · Promotional review coordinator

    Send to MLR shows the committee — Thu Oct 8 at 10:00, slot 8 of 10, cut-off 17:00 today — readiness 100 of 100, and the reviewers: Dr. Maya Chen for medical, Omar Haddad for regulatory, Dana Okafor for legal. The annotated reference pack will carry 7 claims across 2 references and 5 pages, each passage numbered to match its claim.

  7. 07Booked

    The annotated reference pack, built for the committee

    Pack builder

    The pack builder numbers the 7 claims, annotates the 5 passages, assembles a 24-page reference pack, books slot 8 and tells the three reviewers. Each claim in the pack lists its reference and page, and the Prescribing Information table opens with the PASI 90 row highlighted and pins 1 and 2 in the margin.

    The pack builder sends nothing without the coordinator, and the pack holds only anchored passages.

  8. 08The next draft

    An HCP email with seven things to decide

    Label and fair-balance checker

    The VELA-2 two-year email to 18,400 dermatologists has 12 claims and comes back at readiness 58. The subject line “Clear skin that lasts” is overstated; the 87% maintenance claim is missing its open-label qualifier; “itch relief as early as Week 1” rests on an exploratory endpoint; “Higher PASI 90 rates than other IL-23 and IL-17 treatments” has no head-to-head study. A tuberculosis claim conflicts with the label, and the email still carries ISI v3.

    “A claim with no library entry is always flagged, never passed.”

  9. 09A label change

    A retired claim in a detail aid

    The agents

    Prescribing Information v4 added liver tests before treatment, in section 5.4, so CL-0127 “No routine laboratory monitoring required” was retired on Sep 18, 2026. The detail aid PC-2141 still uses it. The full review shows the claim, the highlighted passage on page 5 and the approved replacement, CL-0128 “Check liver enzymes and bilirubin before starting treatment”.

    “A conflict with the label cannot be kept as written.”

  10. 10Every piece

    The whole queue, by readiness

    Lena Ortiz · Promotional review coordinator

    Pieces lists all 13 pieces on their way to MLR with claims anchored, flags to decide, readiness and stage. The banner now reads Booked for Thursday, slot 8. Readiness counts what is still open, and 90 and above can go to MLR.

Who it’s for

Built for everyone who touches a piece before MLR.

The same banner, seen by the people who carry it to committee — what their week looked like, and what it looks like now.

LO
Lena OrtizPromotional review coordinator · decides every flag
Promotional review coordinator
Before
“Tell me which claim is not in the library before the committee does.” — today she finds out when the committee does.
Now
Opens each draft already pinned, decides the red and amber pins, and books Thursday's committee with the pack built.
MC
Dr. Maya ChenMedical reviewer · approves new library claims
Medical reviewer
Before
“If I can't see the sentence, I can't approve the claim.” — and the sentence is in a reference pack annotated by hand.
Now
Sees every claim pinned to the page and sentence or table row behind it, and is asked only to substantiate what is genuinely new.
OH
Omar HaddadRegulatory reviewer · label consistency, safety text, Form FDA 2253
Regulatory reviewer
Before
“A retired claim in a live piece is my problem on a Friday.”
Now
Sees which pieces still use a claim the label update retired, and every piece checked against the current ISI and label.
DO
Dana OkaforLegal reviewer · comparisons, savings offers, trademarks
Legal reviewer
Before
“No head-to-head, no comparison.” — found by reading every piece line by line.
Now
Cross-trial comparisons arrive already flagged, with the reason: the study compared with placebo only.
SP
Sam PatelProducer · Harborline Health
Agency producer
Before
Builds the banners and emails, then waits for MLR to say which line needs changing.
Now
“Give me the approved wording and I'll use it.” — each fix comes with the library claim to use.
Built on the engine

6 agents. Each with one job, and hard limits.

Six specialist agents read each draft, pin every claim to the library and its reference page and catch new claims; the review coordinator decides each flag, and the committee signs.

Piece reader

Opens the draft in any format — PDF, DOCX, PPTX, HTML email, banner bundle, video script — and separates the copy, footnotes, safety text, links and image text, keeping the reading order.

  • Never edits the source file
  • Reads every frame of animated banners
Claim extractor

Finds every claim — benefit, number, comparison, dosing, safety, access and savings — including the implied ones in headlines and subject lines, and splits compound sentences.

  • Every claim keeps its exact wording and position
Library matcher

Matches each claim to the approved claims library — word for word, same meaning, or new wording — carries over the required qualifier, and catches any claim the library does not hold before it reaches MLR.

  • Retired claims never match
  • Numbers must match exactly
  • A claim with no library entry is always flagged, never passed
Reference anchorer

Anchors every claim to the page and sentence or table row of the reference that supports it — Prescribing Information, published study or data on file — and says so when the passage says less than the claim.

  • Cites only the current version of a label
  • Never cites a reference not in the library
Label and fair-balance checker

Checks consistency with the label, absolute or overstated wording, comparisons without head-to-head evidence, exploratory endpoints, the safety information version, boxed warning placement and links, and proposes the approved library wording when there is one.

  • Proposes only — the coordinator decides
  • Never marks a conflict with the label as acceptable
Pack builder

Builds the annotated reference pack for reviewers — every claim numbered, each matching passage annotated with the same number — drafts the note back to the agency and books the committee.

  • The pack includes only anchored passages
  • Notes go out only when the coordinator sends them
Review coordinator

Decides each flag; reviewers sign. The agents propose; a named person decides.

Ask in plain words

Ask about any piece, claim or reference

Ask in plain words. Answers come from the claims library, the references and the claim pins, with the page behind every answer.

Which claims are not in the claims library?

One in the newest banner: “Simple to stay on”, the headline of frame 2. It tells dermatologists that patients keep taking Veltrimab; no approved claim says that, and no reference in the library measures persistence. Use approved claim CL-0130 “Two starter doses, then one dose every 12 weeks”, or ask Dr. Maya Chen to substantiate it. Also with no approved entry: the cost-per-responder comparison on the payer slide, already with the agency.

Which pieces use the claim retired by the label update?

Claim CL-0127 “No routine laboratory monitoring required” was retired on Sep 18 when Prescribing Information v4 added liver tests before treatment. Three pieces use it, and the live HCP dosing page matters most — it needs a revision before anything else. The replacement claim is CL-0128 “Check liver enzymes and bilirubin before starting treatment”.

Add a rule: hold data on file older than 6 months

Done. Running it over the pieces in flight finds one: the payer slide PC-2135 cites formulary data from Jan 9, 2026 — nine months old. Newer data on file exists from Apr 14, 2026 (91% of commercial lives), and that one is itself due for refresh on Oct 14. The rule is live in Settings and recorded on the audit trail.

Draft the agency note for the Corventa social post

To Ana Lima, North Pier Creative: three changes before Thursday's committee. The headline “Itch-free nights start here” overstates the result — use library claim CL-0208. “For anyone 6 and older” is outside the label — Corventa is approved from 12; use CL-0201. Move the “Serious side effects” headline and boxed warning link into the first lines of the caption. Due Oct 9.

Every screen

The working solution, as it ships.

13 screens from the working solution, on its sample data. Pick one to see it large.

Claim pinsThe draft with every claim pinned to its library entry and reference page, and the new claim caught in red before MLR.
A new draftThe newest banner as reviewers will see it — three frames and the safety scroll — with the other drafts before MLR.
Agents at workSix agent steps run in view: the piece read, the claims found, matched to the library and pinned to their pages.
One claim, its pageA pin opened: the approved claim, the reference and page, and the table row quoted.
Approved wording in placeThe new claim replaced with approved claim CL-0130, pinned to its passage, readiness 100 — with undo.
Send to MLRThe committee slot, readiness, the reviewers and what the annotated reference pack will carry.
The annotated reference packEvery claim numbered with its reference and page, and each passage marked with the same number.
An HCP email, pinnedTwelve claims in an email: overstated wording, a missing qualifier, an exploratory endpoint, a comparison with no head-to-head study.
Full reviewClaims and fair balance with decisions, the piece, and the reference page with the passage highlighted and threaded to the claim.
PiecesEvery piece on its way to MLR with claims anchored, flags to decide, readiness, stage and next step.
Claims libraryApproved wording, qualifier, evidence page, channels, use and status — and which pieces a label update affects.
DashboardDays to MLR approval, clean first rounds, why pieces come back, flags by brand and channel, and where claims come from.
Your rulesThe send threshold, the readiness rules, and who decides each review.
Governance

Built for promotional review: pinned, decided, on the record.

Every pin cites its pageEach claim is pinned to its library entry and to the reference, version, page and sentence or table row behind it, and the passage is quoted beside the pin.
New claims cannot reach MLRA claim with no library entry is flagged before MLR and blocks Send to MLR until it is replaced with approved wording or substantiated. Substantiating a claim is a medical decision.
The coordinator decides, the committee signsThe agents check and propose. The promotional review coordinator decides every flag — accept, keep with reason, ask the agency — and the medical, regulatory and legal reviewers review and sign.
Only current evidence countsOnly the current label version and the approved safety text count as evidence. Retired claims never match, and a conflict with the label cannot be kept as written.
A second look on kept claimsA claim kept as written needs a reason, and a second look from the person named in settings — Omar Haddad by default — before the committee. Form FDA 2253 is filed by regulatory after approval, never by an agent.
Every decision on the audit trailEvery agent step, every decision with who made it and when, every rule change and every piece sent to MLR is recorded on the activity trail.
Configuration

Your review rules, not ours

The readiness rules the agents apply and who decides each review are settings, recorded on the audit trail.

SettingDefaultChoose from
Send to MLR at readiness90Up or down, five points at a time; below it the piece goes back to the agency
No absolute efficacy wordsOnOn · Off — “Clear”, “free”, “cure”, “for good” need the approved wording
Library claims keep their qualifierOnOn · Off — a matched claim must carry the qualifier the library requires
Exploratory endpoints cannot carry a claimOnOn · Off — nominal p-values and post-hoc analyses are flagged
Comparisons need a head-to-head studyOnOn · Off — cross-trial comparisons are flagged as unsupported
Safety text must match the current approved versionOnOn · Off — ISI, boxed warning and indication statement
Data on file must be newer than 6 monthsOffOn · Off — older data on file is flagged as out of date
Second look on “keep with reason”Omar HaddadNobody · Lena Ortiz · Dr. Maya Chen · Omar Haddad · Dana Okafor · Priya Raman
Connections

Works with the systems promotional review already runs on

Content systemdrafts from agencies — banner bundles, HTML emails, PDF, PPTX, video scripts
Approved claims libraryapproved wording, required qualifier, channels and the page behind each claim
Reference librarylabels in every version, published studies, data on file, program terms
Approved safety text and brand rulesISI, indication statement, boxed warning and wording rules
Label watcherchecks for new label versions every morning and re-opens affected pieces
Committee calendarMLR committee slots, cut-offs and reviewers
What it changes

The difference, in numbers.

Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.

target
13days
median from draft to committee approval
Before29 days
With agents13 days
target
71%
of pieces clean in their first committee round, from 38%
clean first round
target
91%
of claims pinned to their reference page with no edit

“demo” = seen in the working solution, on its sample pieces · “target” = the design goal, measured in the live solution · “estimated” = our estimate · “typical” = published figures (Vodori 2025 promotional review survey — 14.8-day average MLR job, 7.6 days in review). Context: FDA OPDP untitled letters on unsupported and convenience claims; 21 CFR 202.1(e); Form FDA 2253 at first use, 21 CFR 314.81(b)(3)(i). People, companies, brands, agencies and data named on this page are fictional — characters and sample data in the working solution.

Questions

What promotional review teams ask us.

What is promotional claims substantiation?

It is showing that every claim in a promotional piece is supported — by an approved claim and the page of the label, study or data on file behind it — before medical, legal and regulatory review. Promotional Claims Substantiation does that with six agents that read the draft, pin every claim to the claims library and its reference page, and catch the claims the library does not hold.

How does it link claims to annotated references?

The reference anchorer pins each claim to the reference, version, page and sentence or table row that supports it. When the piece goes to MLR, the pack builder numbers every claim and annotates each matching passage with the same number, so reviewers get an annotated reference pack built from the pins.

Does it catch claims in headlines and subject lines?

Yes. The claim extractor treats headlines, taglines, subject lines and supers as claims and keeps their exact wording. In the working solution, the frame-2 headline “Simple to stay on” is caught as a new claim because no approved claim or reference supports persistence.

What happens when a claim is not in the claims library?

It is flagged red before MLR and blocks Send to MLR. The coordinator can use the nearest approved wording the solution proposes, or ask medical to substantiate it — it then enters the claims library as a proposed claim for the medical reviewer to approve.

Does it check fair balance and the label?

Yes. The label and fair-balance checker checks consistency with the Prescribing Information, overstated or absolute wording, comparisons without a head-to-head study, exploratory endpoints, the ISI version, boxed warning placement and the Prescribing Information link. A conflict with the label cannot be kept as written.

What happens when the label changes?

A label watcher checks for new label versions every morning. When Prescribing Information v4 added liver tests before treatment, claim CL-0127 was retired, its replacement CL-0128 entered the library, and the pieces still using the retired claim are flagged with the approved wording to use — three of them in the working solution.

Do people stay in control of what goes to committee?

Yes. The agents check and propose; the promotional review coordinator decides every flag and what goes to MLR, the medical reviewer approves new library claims, and the committee reviews and signs. Form FDA 2253 is filed by regulatory, never by an agent, and every decision is on the audit trail.

How long does it take to go live?

The Agentic Solution Engine builds and deploys it from your requirements and documents — your claims library, reference library, safety text, brand rules and a sample of past drafts — and it goes live once every quality gate has passed. We will walk you through it on your own pieces first.

See it on
your pieces.

We'll run Promotional Claims Substantiation on a sample of your own past drafts and your claims library.