Automated Allstate Policy Renewal Reviews
Every Monday, WebRun signs into your Allstate account, reads each policy's renewal date, premium, and coverage details, notes any premium change since the last term, writes a renewal review page in Notion, and creates a Trello card for every policy renewing inside your review window.
How do I review my insurance policies before they auto-renew?
WebRun reads your Allstate policies every Monday and records each one's renewal date, premium, coverage limits, and change since the last term. It writes a review page in Notion and cards every upcoming renewal in Trello a couple of weeks early, so nothing renews without a look.
- Renewals get reviewed weeks early instead of noticed on the statement
- Premium increases are visible against the previous term, policy by policy
- Every coverage limit sits in one page instead of across separate documents
Built for households · small business owners · office managers · fleet operators
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.allstate.comin a real browser with your saved login - no setup, no API keys. -
1
Allstate - read policies, renewals, and premiums
allstate.com
WebRun opens Allstate to read policies, renewals, and premiums. - Sign into your Allstate account and open the policies list
- Capture each policy's type, number, renewal date, current premium, and payment schedule
- Record the coverage limits and deductibles shown on each policy
- Compare the premium against the previous term and note the change
- Flag policies renewing inside your review window and any where the premium rose materially
Done when Every policy has a renewal date, a current premium, and a change figure.
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2
Notion - write the renewal review page
notion.so
WebRun opens Notion to write the renewal review page. - Create or update the renewal review page in your Notion space
- Table every policy with its type, renewal date, premium, premium change, and key coverage limits
- Sort by renewal date so the next one to decide sits at the top
- Keep each term's figures so the premium history across years is readable
- Note which policies you already reviewed, and when
Done when The review page shows every policy with its renewal date and premium history.
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3
Trello - card each renewal for action
trello.com
WebRun opens Trello to card each renewal for action. - Open your admin board in Trello
- Create a card for each policy renewing inside the review window, titled with the policy type and the date
- Put the premium, the change since last term, and the coverage limits in the description
- Set the due date a couple of weeks before the renewal so there is time to shop or call
- Never change coverage, cancel a policy, make a payment, or accept a renewal. WebRun prepares the review and you decide
Done when Every upcoming renewal has a dated card with the numbers needed to decide.
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
Can it change or cancel my coverage?
No. WebRun only reads your policy details. It never changes coverage, adjusts a deductible, cancels a policy, files a claim, or makes a payment. Every decision about your insurance stays with you.
Is this insurance advice?
No. WebRun reports what your policies say and what the premium did since the last term. It does not recommend coverage levels or tell you whether to switch, which stays a conversation with your agent.
Why review before the renewal date?
Because the card is dated a couple of weeks ahead, which leaves time to call your agent or compare quotes. A premium that rose since the last term is flagged, so the increase is noticed before it is charged.
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