Automated Applied Epic Submission Tracking
Every morning, WebRun opens Applied Epic, reads every open submission out to a carrier for new business or renewal marketing, captures the carrier, line of business, producer, and days since it was submitted, and logs a ranked tracker to Google Sheets so stalled submissions surface fast.
How do I track carrier submission status automatically?
Every morning, WebRun opens Applied Epic and reads every open carrier submission from new business and renewal marketing, capturing the carrier, line of business, producer, and how long each has been waiting. It logs a ranked tracker to Google Sheets with the longest-waiting submissions on top, so a stalled quote gets chased before a deadline forces the issue.
- Stalled submissions surface every morning, not at the deadline
- Every submission shows carrier, producer, and days outstanding
- No quote request sits forgotten between check ins
Built for commercial insurance brokerages · producers · marketing coordinators · 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 open carrier submissions
appliedsystems.com
WebRun opens the Applied Epic Submission Manager to read open submissions. - Open Applied Epic and go to the Submission Manager for new business and renewal marketing
- Filter to submissions still open with no quote back from the carrier
- Capture the carrier, line of business, producer, and the date each was submitted
Done when Every open carrier submission has been captured with its carrier and submission date.
-
2
Google Sheets - log status and days outstanding
google.com
WebRun logs open submissions ranked by days outstanding. - Log each submission with carrier, line of business, producer, and days outstanding
- Sort so the longest-waiting submissions sit at the top
- Keep a running tracker so nothing falls out of sight between check ins
Done when Open submissions are mirrored and ranked by days outstanding in the sheet.
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 chase a submission on its own?
No. WebRun only reads open submissions in Applied Epic and reports them to a sheet. Calling the underwriter or resubmitting stays with your producers, it just shows which submissions have gone quiet.
How does it decide what needs attention first?
It reads each submission's date in Applied Epic and ranks the tracker so the ones waiting longest on a carrier response sit at the top of the sheet.
Does it cover both new business and renewals?
Yes. It reads every open submission in Applied Epic's Submission Manager regardless of whether it is new business marketing or a remarketed renewal.
Related templates
Put this on autopilot.
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