Automated HawkSoft Claims Status Digest
Every morning, WebRun opens HawkSoft, reviews open claims, captures each claim's status, carrier, adjuster, and last activity date, flags claims with no recent movement, logs them to a sheet, and posts your team a Slack digest of which claims to follow up today.
How do I track open insurance claims status for my team automatically?
Every morning, WebRun reviews your open claims in HawkSoft, capturing each claim's status, carrier, adjuster, and last activity date. It flags claims with no recent movement, logs them to a Google Sheet ranked by aging, and posts your team a Slack digest, so claims that have gone quiet get a follow-up before clients chase you.
- Stale claims surface every morning before clients call
- Each claim shows status, adjuster, and days since movement
- No open claim sits silent without a follow-up flag
Built for independent insurance agencies · claims handlers · account managers · agency service 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.hawksoft.comin a real browser with your saved login - no setup, no API keys. -
1
HawkSoft - review open claims
hawksoft.com
WebRun opens HawkSoft to review every open claim and its last activity. - Open HawkSoft and pull the list of open claims across clients
- Capture each claim's status, carrier, adjuster, claim number, and last activity date
- Flag claims with no movement past your stale threshold
Done when Every open claim has been captured with its status and last activity date.
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2
Google Sheets - log status and aging
google.com
WebRun logs open claims and ranks them by days since last activity. - Log each open claim with its status, carrier, adjuster, and days since last activity
- Sort so the most stale claims sit at the top
- Keep a running view of claim aging across the book
Done when Open claims are mirrored and ranked by aging in the sheet.
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3
Slack - post the claims digest
slack.com
WebRun posts the open-claims digest with the most stale on top. - Post a short digest of open claims, leading with the most stale
- Name the carrier, adjuster, and days since movement for each
- Leave the follow-up to the team. Never contact a carrier or adjuster on its own
Done when Your team has today's claims follow-up digest 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 contact carriers or adjusters on its own?
No. WebRun only reads open claims in HawkSoft and reports them. Calling the carrier, chasing the adjuster, or updating a claim stays with your team. It just surfaces which claims have gone quiet.
How does it find stale claims?
It reads each claim's last activity date in HawkSoft and flags any past your threshold, then ranks the digest so the claims with the longest silence sit at the top of the Slack post.
Does it include claim details for context?
Yes. Each entry carries the carrier, adjuster, claim number, status, and days since last movement, so whoever picks it up has what they need before reaching out.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.