Chase missing beneficiary designations before they become a problem
Every Monday, WebRun opens Employee Navigator, finds employees enrolled in life insurance or similar benefits who have not designated a beneficiary, logs each to an Airtable tracker, and creates Gmail draft reminders for HR to review and send.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically find and chase employees missing beneficiary designations?
WebRun reviews Employee Navigator every Monday for employees enrolled in life insurance or beneficiary-required plans without a designation on file. It logs each case to an Airtable tracker and drafts a reminder in Gmail for HR to approve and send, so no enrolled employee is left without a beneficiary on record.
- All enrolled employees have a beneficiary on file before an audit or claim arises
- HR spends minutes reviewing drafts instead of hours hunting for missing records
- Airtable tracker provides a permanent audit trail of outstanding and resolved cases
Built for HR teams · benefits administrators · compliance teams · mid-size employers
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 - find employees missing beneficiary designations
employeenavigator.com How to Automate Employee Navigator
WebRun opens Employee Navigator to find employees missing beneficiary designations. - Open Employee Navigator and navigate to the benefits enrollment section
- Filter employees enrolled in life insurance or other beneficiary-required plans
- Identify those with no beneficiary on file or with a beneficiary record marked incomplete
- Capture employee name, plan name, enrollment date, and department
Done when Every employee enrolled in a beneficiary-required plan without a complete designation is listed.
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2
Airtable - log each case with plan type and enrollment date
airtable.com How to Automate Airtable
WebRun opens Airtable to log each case with plan type and enrollment date. - Open the missing beneficiary tracker in Airtable
- Add or update a record for each employee, noting the plan type and how long the designation has been missing
- Mark records complete for employees who have added a beneficiary since the last run
Done when The Airtable tracker reflects all employees with missing beneficiary designations.
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3
Gmail - draft a reminder for each employee to add a beneficiary
gmail.com How to Automate Gmail
WebRun opens Gmail to draft a reminder for each employee to add a beneficiary. - Draft a short, friendly reminder for each employee asking them to log in to Employee Navigator and designate a beneficiary
- Leave all drafts unsent for HR to review and approve before sending
Done when A Gmail draft reminder exists for every employee with a missing beneficiary designation.
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 send reminders to employees automatically?
No. Every reminder is drafted in Gmail and held for HR review. No employee receives a message until an HR team member approves and sends it, keeping a human in the loop for every outreach.
Which plans require a beneficiary designation?
WebRun looks for employees enrolled in life insurance and any other plans in Employee Navigator that are configured to require a beneficiary. The specific plans it checks match your benefits setup in the system.
What if an employee already added their beneficiary after enrollment?
WebRun reads the current beneficiary status from Employee Navigator on each run. Anyone who has since completed their designation is removed from the list and marked complete in the Airtable tracker automatically.
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