Templates
Workflow templates.
Deploy with one click.
Pick a ready-made automation and turn it on — each one handles a real job your team does every week, right inside the tools you already use. Customize anything.
Actuarial Consulting
Automated Valuation Data Follow-Up Requests
Every Monday during a valuation cycle, WebRun opens AXIS, finds which cedants and data providers still owe a policy, claims, or asset extract, drafts a follow-up email for each one in Gmail, and leaves every draft unsent for you to review.
Actuarial Consulting
Automated Actuarial Reserve Review Reminders
Every morning, WebRun opens AXIS, checks the target completion date on every open reserve review, logs the days remaining to a Google Sheet, and posts a ranked Microsoft Teams alert so nothing slips past quarter close.
Actuarial Consulting
Automated Regulatory Filing Deadline Alerts
Every morning, WebRun checks which regulatory outputs are ready in AXIS, from the NAIC Annual Statement to IFRS 17 and Solvency II disclosures, cross-checks them against your Smartsheet filing calendar, and posts a Slack alert for anything due within 2 weeks.
Actuarial Consulting
Automated Rate Filing Status Tracking
WebRun checks your rate filings against AXIS pricing output, logs each filing's status, pending, objection, or approved, to a Smartsheet, drafts a response outline when a state raises an objection, and posts a Microsoft Teams update.
Actuarial Consulting
Automated Quarterly Reserve Roll-Forward Reports
At each quarter close, WebRun pulls the reserve movement by product line from AXIS, compiles the roll-forward in Excel, drafts the management summary, and leaves it for the reviewing actuary before anything reaches finance.
Actuarial Consulting
Automated Peer Review Sign-Off Reminders
Every morning, WebRun checks AXIS for completed reserve, valuation, or pricing work still waiting on its required peer review, logs each one to a Google Sheet with the reviewer and days waiting, and posts a Slack reminder so nothing goes out unreviewed.
Actuarial Consulting
Automated AXIS Model Run Completion Alerts
WebRun watches your long-running AXIS batch jobs, reserve valuations, cash flow projections, or stochastic scenarios, and posts a Microsoft Teams alert the moment each run completes, with any validation exceptions called out.
Actuarial Consulting
Automated AXIS Experience Study Summaries
After each experience study run, WebRun pulls the actual-to-expected results from AXIS by product and assumption, drafts a plain-English summary in Gmail, and leaves it unsent for the assumptions committee to review.
Actuarial Consulting
Automated AXIS Data Quality Exception Alerts
Before each model run, WebRun checks incoming policy, claims, and asset data against AXIS validation rules, logs every exception as an Asana task assigned to the data owner, and posts a Slack alert so bad data never quietly flows into a reserve or pricing run.
Actuarial Consulting
Automated Client Deliverable Status Updates
Every Monday, WebRun checks each client deliverable's status against its underlying AXIS run, reserve reports, valuation memos, or pricing analyses, drafts a status update email for each client in Gmail, and leaves every draft unsent for the responsible consultant to review.
Actuarial Consulting
Automated Assumption Review Sign-Off Tracking
Every Monday during the annual assumption review, WebRun checks AXIS for which assumption sets have been updated, cross-checks each product line's sign-off in your Excel checklist, and posts a Microsoft Teams alert listing what is still outstanding.
Actuarial Consulting
Automated Actuarial Opinion Signature Readiness
As the Statement of Actuarial Opinion deadline approaches, WebRun checks AXIS for the supporting reserve run's completion, prepares the signature packet in DocuSign without sending it, and posts a Teams reminder so the signing actuary has everything ready well before the filing date.
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