Track carrier insurance certificate expiry before coverage lapses
Every Monday, WebRun opens J. J. Keller Encompass, reviews all carrier and vehicle insurance certificates for expiry within 60 days, drafts renewal reminder emails to your broker for human review, and posts your compliance team a Slack digest of what needs attention this week.
- No credit card
- Under $0.01 per run
- Cancel anytime
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
encompass.jjkeller.comin a real browser with your saved login - no setup, no API keys. -
1
J. J. Keller Encompass - find certificates expiring in 60 days
jjkeller.com How to Automate J. J. Keller Encompass
WebRun opens J. J. Keller Encompass to find certificates expiring in 60 days. - Open the vehicle and carrier compliance records in Encompass
- Filter all insurance certificates expiring within the next 60 days
- Capture certificate type, vehicle or carrier name, expiry date, and broker contact
- Note which certificates are within 14 days of expiry for urgent escalation
Done when Every insurance certificate expiring within 60 days is listed with its details.
-
2
Gmail - draft renewal reminder to broker for review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft renewal reminder to broker for review. - Draft a renewal reminder email to the broker for each certificate expiring within 30 days
- Include the certificate type, unit number, current expiry date, and a request for updated proof of coverage
- Leave every draft unsent in Gmail for your compliance manager to review and send
Done when Renewal reminder drafts are ready in Gmail for human review and approval before sending.
-
3
Slack - post weekly expiry digest to compliance team
slack.com How to Automate Slack
WebRun opens Slack to post weekly expiry digest to compliance team. - Post a weekly digest to the compliance channel listing all certificates expiring in the next 60 days
- Flag the most urgent items (within 14 days) at the top
- Include a note on which broker reminder drafts are waiting in Gmail for approval
Done when Compliance team has this week's insurance expiry digest in Slack.
How do I automatically track carrier insurance certificate expiry for DOT compliance?
WebRun checks J. J. Keller Encompass every Monday for insurance certificates expiring within 60 days, drafts broker renewal reminder emails in Gmail for human review before sending, and posts your compliance team a ranked Slack digest of urgent and upcoming expiries, so coverage never lapses unnoticed.
- No insurance certificate lapses without a timely renewal reminder
- Compliance team sees a ranked expiry digest every Monday morning
- Broker outreach drafts are ready for one-click review and approval
Built for fleet compliance managers · trucking company owners · DOT safety officers · motor carrier operations teams
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 the broker renewal emails automatically?
No. WebRun drafts the renewal reminder emails in Gmail and leaves them unsent for your compliance manager to review and approve before anything goes to the broker.
Which insurance certificate types does it track?
It tracks all insurance certificate records stored in J. J. Keller Encompass, including liability, cargo, and any custom certificate types your fleet has configured.
What if a certificate was already renewed this week?
WebRun reads the live records in J. J. Keller Encompass each Monday, so any certificate already renewed and updated in the system is skipped from the digest.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.