Automated Embroker Coverage Setup Tracking
When a new coverage application starts, WebRun checks Embroker each morning for its setup status, logs which steps are done and which are outstanding to an Airtable checklist, and emails you when a step needs information only you can provide.
How do I track setup progress for a new Embroker coverage application?
WebRun checks a new Embroker coverage application each morning, tracking which setup steps are complete, from company info to documents to the bound policy. It logs progress to an Airtable checklist and emails you the moment a step needs your input, so new coverage gets set up without a stalled step going unnoticed.
- New coverage setup is tracked automatically until it's bound
- Nothing stalls silently since a stuck step triggers an email
- One Airtable checklist shows the status of every application
Built for startup operations teams · business insurance buyers · office managers · risk and insurance managers
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
www.embroker.comin a real browser with your saved login - no setup, no API keys. -
1
Embroker - check application setup status
embroker.com
WebRun opens Embroker to check application setup status. - Open Embroker and review the new coverage application
- Check which setup steps are complete: company info, documents, quote, bind
- Note which step is next and what it needs
Done when The application's current setup step has been identified.
-
2
Airtable - log checklist progress
airtable.com
WebRun opens Airtable to log checklist progress. - Open the coverage setup checklist in Airtable
- Mark each completed step and update the current status
- Log what's needed for the next step
Done when The checklist reflects the application's real setup status.
-
3
Gmail - email you when input is needed
gmail.com
WebRun opens Gmail to email you when input is needed. - Draft an email only when the next step needs information from you
- Explain plainly what's needed and why
- Leave submitting documents or accepting a quote to you
Done when You've been emailed whenever the setup needs your input.
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 submit documents or accept a quote for me?
No. WebRun only tracks setup progress and tells you what's needed. It never uploads documents, accepts a quote, or binds coverage on its own.
How do I know what to do next?
It emails you as soon as a step needs information only you can provide, explaining plainly what's needed and why.
Where can I see full setup progress?
The Airtable checklist tracks every step for every application, so you can see exactly where each one stands without opening Embroker.
Related templates
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