Draft policyholder status updates from Xactware for your review
Every morning, WebRun opens XactAnalysis on xactware.com, reads the latest status for claims that have not had a policyholder update in 5 or more days, drafts a clear and professional status email for each policyholder in Gmail, and leaves every draft for the assigned adjuster to review and send. Nothing is sent automatically.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically draft policyholder status update emails from Xactware?
WebRun reads XactAnalysis every morning for claims overdue for a policyholder update, composes a professional status email for each one using the current claim stage and adjuster notes, and saves it as a Gmail draft. Every draft waits for the adjuster to review and send: no email reaches a policyholder without human approval.
- Adjusters start each day with policyholder update drafts ready to review, not a blank email
- No claim goes more than 5 days without a prompted policyholder update cycle
- Human approval required before any email reaches a policyholder
Built for field adjusters · claims managers · independent adjusting firms · carrier claims teams
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
xactanalysis.comin a real browser with your saved login - no setup, no API keys. -
1
Xactware - read claims overdue for a policyholder update
xactware.com How to Automate Xactware
WebRun opens Xactware to read claims overdue for a policyholder update. - Open XactAnalysis and filter to open claims where the last policyholder contact date is 5 or more days ago
- For each claim, read the current status, last completed stage, and next expected step
- Note the policyholder name and contact email from the claim file
- Capture any specific notes the adjuster has added that should appear in the update
Done when All claims overdue for a policyholder update are listed with current status and contact details.
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2
Gmail - draft a status update email per policyholder
gmail.com How to Automate Gmail
WebRun opens Gmail to draft a status update email per policyholder. - For each claim, compose a professional status update email addressed to the policyholder
- Include the claim number, current stage, what was completed, and what happens next
- Save the email as a draft in the adjuster's Gmail account, do not send it
- Add a subject line with the claim number for easy identification
Done when One Gmail draft exists per overdue claim, each ready for the adjuster to review and send.
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 emails to policyholders without the adjuster reviewing them?
No. Every email is saved as a Gmail draft only. The adjuster must open, review, and send each email. Nothing is sent to any policyholder automatically.
How does it know what to write in each update?
It reads the claim's current XactAnalysis status, last completed stage, and adjuster notes to compose the update. You can give WebRun a preferred tone or template during setup.
What if the policyholder has already been updated this week?
WebRun only drafts for claims where the last recorded policyholder contact is 5 or more days old, so policyholders who have been recently updated are skipped.
Related templates
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