Automated Actuarial Reserve Review Reminders
Every morning, WebRun opens AXIS, checks each open reserve review's target completion date and current status across every product line, logs the days remaining to a Google Sheet, and posts a ranked Microsoft Teams alert to the reserving team for anything due within the week.
How do I automatically track reserve review deadlines before they slip?
Every morning, WebRun opens AXIS, checks the target date and status of every open reserve review across your product lines, and flags anything due within 7 days or already overdue. It logs each review to a Google Sheet and posts a ranked Microsoft Teams alert, so no reserve deadline slips past quarter close.
- Reserve reviews due within 7 days surface every morning, not the day before close
- The reserving team opens Teams to a ranked deadline list instead of hunting through AXIS
- Completed reviews drop off the list automatically from live AXIS status
Built for consulting actuaries · reserving actuaries · actuarial consulting firms · insurance company actuarial teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.moodysanalytics.comin a real browser with your saved login - no setup, no API keys. -
1
Moody's Analytics AXIS - check reserve review deadlines
moodysanalytics.com
WebRun opens Moody's Analytics AXIS to check reserve review deadlines. - Open AXIS and review the reserve run register for every product line in progress
- Capture each review's target completion date, current status, and assigned actuary
- Flag any review due within 7 days or already past its target date
Done when Every open reserve review is listed with its target date, status, and owner.
-
2
Google Sheets - log days remaining per review
google.com
WebRun opens Google Sheets to log days remaining per review. - Open the Reserve Review Tracker sheet
- Add or update a row for each review with today's status and days remaining
- Sort so the nearest deadlines and any overdue reviews sit at the top
Done when The tracker sheet reflects every open review, sorted by urgency.
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3
Microsoft Teams - alert the reserving team
microsoft.com
WebRun opens Microsoft Teams to alert the reserving team. - Post the reserving team channel a ranked list of reviews due within 7 days
- Call out any review already past its target date first
- Link to the full tracker sheet for the complete list
Done when The reserving team has today's deadline alert in Teams.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it change any figures inside AXIS?
No. WebRun only reads each review's status and target date from AXIS. It never edits a reserve run, an assumption, or any model output, so your model file stays exactly as your actuaries left it.
How far ahead does it flag a deadline?
It flags anything due within 7 days by default, plus any review already past its target date, and that window can be widened or narrowed in your run settings to match your team's close calendar.
What happens once a review is marked complete in AXIS?
It reads the live status in AXIS each morning, so a completed review drops off the urgent list automatically and no one gets chased for work that is already done.
Related templates
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