Chase policy renewals before the X-date
Every morning, WebRun opens Applied Epic, reads the Renewals Manager, captures each policy's X-date, carrier, premium, and producer, ranks the ones expiring soonest, logs them to a Google Sheet, and posts your team a Slack list of renewals to work today.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I track upcoming policy renewals by X-date automatically?
Every morning, WebRun opens the Applied Epic Renewals Manager and pulls every policy whose X-date falls inside your window, capturing the carrier, premium, line of business, and producer. It logs them to a Google Sheet ranked by expiration and posts your team a Slack work list, so renewals get worked before the X-date, not after.
- Renewals surface each morning by X-date, not at the deadline
- Every producer sees the policies they own today
- No renewal slips past its expiration unworked
Built for independent insurance agencies · P&C producers · account managers · agency operations leads
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 - read the renewals list
appliedsystems.com How to Automate Applied Epic
WebRun opens the Applied Epic Renewals Manager to read upcoming X-dates. - Open Applied Epic and go to the Renewals Manager in Home Base
- Filter the list to policies with an expiration date inside your window
- Pull each policy's X-date, carrier, premium, line of business, and assigned producer
Done when Every upcoming renewal in the window has been captured with its X-date and producer.
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2
Google Sheets - log X-dates and premiums
google.com How to Automate Google Sheets
WebRun mirrors the renewals into a sheet ranked by X-date. - Log each renewal with its X-date, carrier, premium, and producer
- Sort so the soonest X-dates sit at the top
- Keep a running view of which renewals are still open
Done when The renewals list is mirrored and ranked by X-date in the sheet.
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3
Slack - post the day's renewals
slack.com How to Automate Slack
WebRun posts the ranked renewal list to Slack. - Post a short list of renewals expiring soonest, grouped by producer
- Name the carrier and premium so the owner can prioritize
- Leave it for the team to action. Never renew or rewrite a policy on its own
Done when Your team has today's ranked renewal work 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 renew or rewrite policies on its own?
No. WebRun only reads the Applied Epic renewals list and reports it. Renewing, rewriting, or contacting the carrier stays with your producers inside Applied Epic. It just hands you a ranked work list each morning.
How does it decide what to chase first?
It reads each policy's X-date in the Applied Epic Renewals Manager and ranks the soonest expirations at the top, so the renewals closest to lapsing get worked before they slip.
Can it split the list by producer?
Yes. Each renewal carries its assigned producer, so the Slack post groups work by owner and every producer sees the policies they need to handle today.
Related templates
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