Book annual policy reviews on autopilot
Every morning, WebRun opens Applied Epic, finds clients hitting their annual policy-review month, drafts a warm coverage-review invitation to each in Gmail, leaves them unsent for review, and posts producers a Slack list of clients due for an annual review touch this week.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I schedule annual policy reviews with clients automatically?
Every morning, WebRun reviews your Applied Epic book for clients hitting their annual review month, capturing the lines in force, carrier, and producer. It drafts a warm coverage-review invitation per client in Gmail, leaves every message unsent for the producer to review, and posts producers a Slack list, so annual reviews get booked instead of slipping by.
- Annual reviews get booked every year, not just the easy ones
- Each invitation is drafted around the client's actual coverage
- Producers re-engage their book on a steady cadence
Built for independent insurance agencies · account managers · producers · client retention 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
www.appliedsystems.comin a real browser with your saved login - no setup, no API keys. -
1
Applied Epic - find review-due clients
appliedsystems.com How to Automate Applied Epic
WebRun opens Applied Epic to find clients due for their annual review. - Open Applied Epic and pull active accounts whose policy anniversary or review month is current
- Capture the client, lines in force, carrier, and the assigned producer
- Skip anyone reviewed within the last year already
Done when Every client due for an annual review has been captured with their lines and producer.
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2
Gmail - draft review invitations
gmail.com How to Automate Gmail
WebRun drafts an annual-review invitation per client and leaves it unsent. - Draft a warm check-in for each client inviting them to an annual coverage review
- Reference the lines they hold and offer a couple of times to talk
- Save each as a draft and leave it unsent for the producer to review and send
Done when Each review-due client has an invitation draft saved and unsent in Gmail.
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3
Slack - post reviews to schedule
slack.com How to Automate Slack
WebRun posts the clients due for an annual review, by producer. - Post a short list of clients now due for an annual review, grouped by producer
- Note the lines in force and renewal month so the producer can prepare
- Leave sending and scheduling to producers. Never email a client on its own
Done when Producers have this week's annual-review list in Slack.
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 email clients on its own?
No. Every review invitation is saved as a Gmail draft and left unsent. The producer reviews and sends each one. WebRun finds the clients due and writes the drafts, but no client email goes out without a human.
How does it know who is due for a review?
It reads each account's policy anniversary or review month in Applied Epic and selects clients hitting it now, skipping anyone already reviewed in the last year.
Will the invitation feel personal?
Yes. Each draft references the lines the client holds and offers a couple of times to talk, so it reads like a genuine check-in from their producer rather than a mass email.
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