Automated Employee Navigator Broker Book of Business Report
Every Monday, WebRun opens Employee Navigator, reads group enrollment counts and upcoming renewal dates across the broker's book of business, compiles a report in Google Sheets, and sends a summary to the broker team via Telegram so they can focus on the accounts that need the most attention this week.
How do I automatically generate a broker book-of-business report from Employee Navigator?
WebRun opens Employee Navigator every Monday and reads enrollment counts and renewal dates across all groups in the broker's book of business. It updates a Google Sheet sorted by renewal proximity and sends a priority summary to the broker team in Telegram, so attention goes to the right accounts each week.
- Broker team starts every Monday knowing which accounts need immediate attention
- Groups renewing within 90 days are surfaced automatically without manual searching
- Google Sheet provides a historical record of enrollment changes across all groups
Built for benefits brokers · broker agencies · group benefits consultants · HR tech administrators
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
app.employeenavigator.comin a real browser with your saved login - no setup, no API keys. -
1
Employee Navigator - read group enrollment counts and renewal dates
employeenavigator.com
WebRun opens Employee Navigator to read group enrollment counts and renewal dates. - Open Employee Navigator and navigate to the broker account or group management section
- Read each group's enrollment count, active employee count, and plan year renewal date
- Flag groups with renewals in the next 90 days and groups with significant enrollment changes
Done when All groups in the book of business are listed with enrollment counts and renewal dates.
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2
Google Sheets - compile the book-of-business report
google.com
WebRun opens Google Sheets to compile the book-of-business report. - Open the book-of-business report sheet
- Update each group's row with current enrollment count, last run change, and renewal date
- Add a priority column sorting groups by renewal proximity and enrollment change
Done when The Google Sheet book-of-business report is updated and sorted by priority.
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3
Telegram - send the weekly summary to the broker team
telegram.org
WebRun opens Telegram to send the weekly summary to the broker team. - Send a weekly summary message to the broker team Telegram channel
- List groups renewing within 90 days and any with enrollment changes over 10% since last week
Done when The broker team has received this week's book-of-business summary in Telegram.
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
Does it send anything to the employer groups directly?
No. The report and Telegram message go to your internal broker team only. No communication is sent to employer clients or employees without the broker team initiating it separately.
How many groups can it cover in one run?
WebRun reads all groups accessible in your Employee Navigator broker account. The Google Sheet will include a row for every group, and the Telegram summary highlights the highest-priority ones so the broker team knows where to focus first.
Can I add custom notes or action items to the Google Sheet?
Yes. The Google Sheet is a live document your team can annotate. On the next run, WebRun updates the enrollment and renewal columns but leaves your notes and action items in the custom columns untouched.
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