Automated AXA Missing Claim Document Chasing
Every Monday, WebRun opens AXA, finds open claims flagged as waiting on documents from the policyholder, drafts a reminder email naming the exact document still needed for each one in Gmail, and logs the claim number, document, and request date in Airtable so nothing sits stalled for lack of a single form.
How do I chase AXA claims that are missing documents?
WebRun checks AXA every Monday for open claims flagged as waiting on documents from the policyholder, drafts a reminder naming the exact document needed for each one in Gmail, and logs the claim and request date in Airtable. Every draft stays unsent for your review, so document requests get chased without an email going out unapproved.
- Claims missing a document get a drafted reminder every Monday
- Every claim's document status lives in one Airtable log
- Claims with the document already received drop off automatically
Built for insurance agents · claims coordinators · brokers · policyholders
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.axa.comin a real browser with your saved login - no setup, no API keys. -
1
AXA - check claims waiting on documents
axa.com
WebRun opens AXA to check claims waiting on documents. - Open the AXA claims portal and list every claim flagged as waiting on documents
- Capture the claim number, document type needed, and the date it was requested
- Note how many days each request has been outstanding
Done when Every claim waiting on a document is captured with what is needed.
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2
Gmail - draft a reminder for each missing document
gmail.com
WebRun opens Gmail to draft a reminder for each missing document. - Draft a reminder email to the policyholder or claimant contact for each stalled claim
- Name the claim number and the exact document still needed
- Leave every draft unsent in your Gmail drafts folder for review
Done when A draft reminder exists for every claim missing a document, unsent.
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3
Airtable - log every claim's document status
airtable.com
WebRun opens Airtable to log every claim's document status. - Log each claim's number, document needed, and request date
- Mark whether a reminder draft was created for it
- Update the record once a claim's document is received
Done when Every claim waiting on a document is logged in Airtable.
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 the policyholder without me?
No. WebRun only drafts the reminder and leaves it unsent in Gmail. A human reviews and sends every message, so nothing goes out on a claim without your approval.
What counts as a claim missing a document?
Any open claim AXA has already flagged as waiting on a document from the policyholder. It is picked up the following Monday with a drafted reminder ready for review.
What happens once the document is received?
It reads the live claim status in AXA each week, so a claim whose document has since arrived drops off the chase list automatically.
Related templates
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