Automated HawkSoft Missing Application Info Chasing
Every morning, WebRun opens HawkSoft, reviews in-progress applications and submission tasks, finds the ones missing required fields or documents, drafts a client note requesting exactly what is missing in Gmail, leaves it unsent, and posts your team a Slack list of applications stuck on incomplete info.
How do I chase missing application information automatically?
Every morning, WebRun reviews in-progress applications in HawkSoft and finds the ones missing required fields or documents, listing the exact gaps per applicant. It drafts a client note requesting precisely what is missing in Gmail, leaves it unsent, and posts your team a Slack list, so incomplete applications get unblocked before they stall a bind.
- Incomplete applications surface every morning, not at submission
- Each client note lists the exact missing items
- Applications get completed faster, with sending kept human
Built for independent insurance agencies · insurance CSRs · producers · new-business processors
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 - find incomplete applications
hawksoft.com
WebRun opens HawkSoft to find applications missing required info. - Open HawkSoft and review in-progress applications and open submission suspenses
- For each, check the ACORD form and required fields for anything missing, such as a VIN, prior carrier, or signed form
- List the exact missing items per applicant
Done when Every in-progress application has been checked and its missing items listed.
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2
Gmail - draft the client note
gmail.com
WebRun drafts a client note listing the missing items and leaves it unsent. - Draft a friendly note to each applicant listing exactly the missing fields or documents
- Keep it specific and easy to act on so the client can reply with what is needed
- Save each as a draft and leave it unsent for a producer to review and send
Done when Each incomplete application has a client note drafted and unsent in Gmail.
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3
Slack - post what is held up
slack.com
WebRun posts the internal list of applications missing required info. - Post a short internal list of applications held up by missing info
- Name the applicant, the missing items, and the producer so the right person follows up
- Leave sending the client note to the team. Never email an applicant on its own
Done when Your team has today's list of applications stuck on missing info 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 applicants on its own?
No. The internal Slack list posts automatically, but each client note is saved as a Gmail draft and left unsent for a producer to review and send. WebRun lists what is missing and writes the note, but no applicant email goes out without a human.
How does it know what is missing?
It reads each in-progress application's ACORD form and required fields in HawkSoft and lists the specific gaps, like a missing VIN, prior carrier, or unsigned form, per applicant.
Does the client note say exactly what to send?
Yes. Each draft lists the precise missing items in plain language, so the applicant can reply with exactly what the application needs instead of guessing.
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