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Automated Applied Epic Certificate Holder Updates

Each time a policy renews in Applied Epic, WebRun finds every certificate holder on file for it, drafts an updated certificate of insurance notice in Outlook for each holder, left unsent, and logs which holders still need an updated certificate to a Google Sheet.

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Runs on WebRun · Strict Lockdown policy
Each time a policy renews with certificate holders on file WebRunorchestrates each step
1 Applied Epic find certificate holders on file
2 Outlook draft the updated notice
3 Google Sheets log who still needs one
In short

How do I notify certificate holders when a policy renews?

Each time a policy renews in Applied Epic, WebRun finds every certificate holder already on file for it, landlords, lenders, or general contractors, and drafts an updated certificate of insurance notice in Outlook for each one, left unsent. It logs who still needs a notice to a Google Sheet, so no certificate holder is left holding an expired certificate after a renewal.

  • Every certificate holder on file gets an updated notice drafted at renewal
  • No landlord or lender is left with an expired certificate
  • Issuing stays a human decision, with every draft ready to go

Built for commercial insurance brokerages · account managers · certificate teams · commercial lines CSRs

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.appliedsystems.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Applied Epic - find certificate holders on file
    appliedsystems.com
    WebRun in Applied Epic: find certificate holders on file
    WebRun finds certificate holders on file for a renewed policy in Applied Epic.
    • Open Applied Epic and find the policy that just renewed
    • Pull every certificate holder on file for that policy: landlords, lenders, or general contractors
    • Capture the renewed effective dates and any coverage or limit changes

    Done when Every certificate holder on file for the renewed policy has been captured.

  3. 2
    Outlook - draft the updated notice
    microsoft.com
    WebRun in Outlook: draft the updated notice
    WebRun drafts an updated certificate notice per holder in Outlook.
    • Draft an updated certificate of insurance notice for each certificate holder
    • Reference the new effective dates and note any change in coverage or limits
    • Save each as a draft and leave it unsent for your team to review and issue

    Done when Each certificate holder has an updated notice drafted and unsent in Outlook.

  4. 3
    Google Sheets - log who still needs one
    google.com
    WebRun in Google Sheets: log who still needs one
    WebRun logs which certificate holders still need an updated notice.
    • Log every certificate holder for the renewed policy and whether its notice is drafted
    • Flag holders whose notice is still waiting on team review
    • Keep a running list so no certificate holder is missed after a renewal

    Done when Every certificate holder is logged with the status of its updated notice.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.appliedsystems.com
ScheduleRuns automatically on this cadence
Each time a policy renews with certificate holders on file
DeliveryHow each run's result reaches you
Certificate holder log · Google Sheets
OutputWhat each run produces - A drafted, unsent updated certificate notice per certificate holder on file, plus a log of who still needs one.
Draft + log
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it send the updated certificate to holders on its own?

No. WebRun drafts the notice in Outlook and leaves it unsent. Your team reviews the coverage details and issues it, nothing goes to a certificate holder automatically.

How does it find every certificate holder for a policy?

It reads the certificate holders on file for that policy in Applied Epic, so landlords, lenders, and general contractors already on record are all covered, not just the most recent one.

What if a policy has no certificate holders on file?

It skips that renewal entirely. WebRun only runs this for policies that already have at least one certificate holder logged in Applied Epic.

Keep going

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When a certificate of insurance request lands in Outlook, WebRun reads the holder and coverage details, drafts the certificate on the matching policy in Applied Epic, leaves it unissued, and logs it to a sheet for your team to review and issue.
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