Automated Chubb Policy Book Scorecard
Every Monday, WebRun opens Chubb, checks every active policy for its renewal date and premium plus every open claim, logs the full detail in Airtable, and posts a book scorecard to Notion with total premium under management, how many policies renew in the next 60 days, and how many claims are still open.
How do I get a weekly scorecard of my Chubb policy book and open claims?
WebRun checks Chubb every Monday for every active policy's renewal date and premium plus every open claim, logs the full detail in Airtable, and posts a book scorecard to Notion with total premium under management, upcoming renewals in the next 60 days, and open claim counts. That turns a scattered policy book into one weekly view.
- Total premium and upcoming renewals are visible in one weekly view
- Open claims stay logged alongside renewal dates
- Cancelled or non-renewed policies drop out automatically
Built for insurance brokers · risk managers · commercial policyholders · insurance agency operations
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.chubb.comin a real browser with your saved login - no setup, no API keys. -
1
Chubb - check upcoming renewals and open claims
chubb.com
WebRun opens Chubb to check upcoming renewals and open claims. - Open the Chubb account and list every active policy
- Capture the renewal date and premium for each policy
- List every open claim and its current status
Done when Every policy's renewal date and every open claim is captured.
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2
Airtable - log every policy and claim's status
airtable.com
WebRun opens Airtable to log every policy and claim's status. - Log each policy's renewal date, premium, and open claim count
- Update the record for any policy or claim with a status change since last week
- Flag any policy renewing within 60 days
Done when Every policy and open claim is logged with its current status.
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3
Notion - post the weekly book scorecard
notion.so
WebRun opens Notion to post the weekly book scorecard. - Post the scorecard with total premium under management and the count renewing in 60 days
- Note the total number of open claims and the largest by reserve
- Link to the full log in Airtable
Done when This week's book scorecard is posted in Notion.
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 renew a policy or bind new coverage for me?
No. WebRun only reads policy and claims data from Chubb and reports it. Renewing, binding, or changing coverage stays a decision you or your broker makes.
Does the scorecard include claims status, not just renewals?
Yes. Every open claim and its status is logged alongside upcoming renewals, so the scorecard reflects the full book rather than just the calendar.
What happens when a policy cancels or does not renew?
It reads the live policy list in Chubb each week, so a cancelled or non-renewed policy drops out of the active count on its own.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.