Automated AMS360 Cross-Sell Gap Flags
Every Monday, WebRun opens AMS360, reviews active accounts, finds clients holding only one line of business, flags likely coverage gaps and cross-sell openings, logs each with a suggested line, and posts producers a Slack list of accounts worth rounding out.
How do I find cross-sell and coverage-gap opportunities in my book automatically?
Every Monday, WebRun reviews your AMS360 accounts and finds clients holding only one line of business, flagging likely coverage gaps such as auto without home. It logs each with a suggested cross-sell line and producer in a Google Sheet, then posts producers a Slack list, so account-rounding openings surface every week instead of being missed.
- Cross-sell openings surface every week, not by accident
- Each flag names the existing line and the gap to fill
- Producers get rounding conversations on their own book
Built for independent insurance agencies · P&C producers · agency sales managers · account managers
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.ams360.comin a real browser with your saved login - no setup, no API keys. -
1
Vertafore AMS360 - review client accounts
vertafore.com
WebRun opens AMS360 to read each account's lines of business in force. - Open AMS360 and pull the list of active client accounts
- For each account, read which lines of business are in force
- Flag clients holding only one line, such as auto without home or a business owner without workers comp
Done when Every active account has been checked for which lines it holds and which are missing.
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2
Google Sheets - log gaps and openings
google.com
WebRun logs each coverage gap with a suggested cross-sell line. - Log each flagged account with the lines it holds and the likely gap
- Add a suggested cross-sell line and the assigned producer
- Sort so the clearest openings sit at the top
Done when Cross-sell openings are logged with a suggested line and producer per account.
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3
Slack - post cross-sell flags
slack.com
WebRun posts cross-sell flags grouped by producer. - Post a short list of accounts with a likely coverage gap, grouped by producer
- Name the existing line and the suggested cross-sell for each
- Leave the outreach to producers. Never contact a client or bind coverage on its own
Done when Producers have this week's cross-sell flag 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 contact clients or quote coverage on its own?
No. WebRun only reads accounts in AMS360 and flags likely gaps. Reaching out, quoting, or binding the cross-sell stays with your producers. It hands them a ranked list of openings, nothing more.
How does it spot a coverage gap?
It reads which lines of business each account holds in AMS360 and flags single-line clients, like an auto policy with no home or a commercial account with no umbrella, then suggests the missing line.
Can it route openings to the right producer?
Yes. Each flagged account carries its assigned producer, so the Slack list is grouped by owner and every producer sees the rounding conversations on their own book.
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