Automated Valuation Data Follow-Up Requests
Every Monday during the valuation cycle, WebRun opens AXIS, checks which cedants and data providers still have an outstanding policy, claims, or reinsurance extract, drafts a polite follow-up email to each contact in Gmail, leaves every draft unsent for your review, and pings the valuation team on Slack with the list.
How do I follow up on overdue valuation data automatically?
Every Monday during a valuation cycle, WebRun opens AXIS, checks which cedants, reinsurers, and data providers still owe a policy, claims, or asset extract, and drafts a polite follow-up email to each one in Gmail. It leaves every draft unsent for your review and pings the valuation team on Slack with the outstanding list.
- Outstanding data sources get a polite, on-time nudge every Monday of the cycle
- Every follow-up is drafted and reviewed by a human before it reaches a cedant
- Sources that already delivered their extract are skipped automatically from live AXIS status
Built for valuation actuaries · reinsurance actuaries · actuarial consulting firms · insurance company finance teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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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 - find outstanding valuation data
moodysanalytics.com
WebRun opens Moody's Analytics AXIS to find outstanding valuation data. - Open AXIS and check the data-intake checklist for the current valuation cycle
- Identify which cedants, reinsurers, or third-party administrators have not yet delivered their policy, claims, or asset extract
- Note the data type outstanding and how many days remain before the valuation close
Done when Every outstanding data source is listed with what is missing and the days left to close.
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2
Gmail - draft follow-up requests
gmail.com
WebRun opens Gmail to draft follow-up requests. - Draft a clear, polite follow-up email to each contact still missing data, naming the exact extract needed
- Reference the valuation close date so the request reads as time-sensitive, not routine
- Save every message as a draft and leave it unsent for you to review
Done when A follow-up draft sits ready in Gmail for every outstanding data source.
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3
Slack - list who is still missing data
slack.com
WebRun opens Slack to list who is still missing data. - Post the valuation team a list of who is still missing data and what is outstanding
- Flag any source within 3 days of the close deadline first
- Note that follow-up drafts are waiting in Gmail for review
Done when The valuation team has today's outstanding-data list in Slack.
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 email cedants or data providers without me?
No. WebRun only drafts each follow-up in Gmail and leaves it unsent. You read every message and click send yourself, so no request reaches a cedant or vendor without your review first.
How does it know what data is still missing?
It reads the data-intake checklist for the current valuation cycle in AXIS, so each draft names the exact extract outstanding, whether a policy in-force file, a claims triangle, or a reinsurance treaty schedule.
Will it keep chasing a source after data arrives?
No. It checks the live intake checklist in AXIS each Monday, so any source that has already delivered its extract is skipped and does not get a follow-up.
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