Automated Certificate of Insurance Requests
Each time a certificate of insurance request arrives in Outlook, WebRun reads the holder, the insured, and the coverages requested, opens the matching policy in Applied Epic, drafts the certificate and leaves it unissued, then logs the request to a sheet so your team can review and issue it.
How do I get certificate of insurance requests drafted automatically?
When a certificate of insurance request arrives in Outlook, WebRun reads the holder and coverage details, finds the matching policy in Applied Epic, and drafts the certificate on the right ACORD form. It leaves the certificate unissued and logs the request in a sheet for your team to review, so COI requests move fast without ever being sent automatically.
- Every COI request gets a draft ready within minutes
- Certificates are pre filled from the live Applied Epic policy, not retyped
- Issuing stays a human decision, with the draft and log ready
Built for commercial insurance brokerages · account managers · certificate teams · commercial lines CSRs
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
Outlook - read the COI request
microsoft.com
WebRun reads the inbound certificate request in Outlook. - Open the inbound email and identify it as a certificate of insurance request
- Capture the certificate holder, the insured, the coverages and limits requested, and any special wording
- Note who asked and the deadline so the request can be prioritized
Done when The COI request has been read and its holder and coverage details captured.
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2
Applied Epic - draft the certificate
appliedsystems.com
WebRun drafts the certificate on the matching policy in Applied Epic. - Open Applied Epic and find the insured's matching policy
- Start a certificate of insurance and pre fill the ACORD form with the holder, coverages, and limits from the request
- Save it as a draft and leave it unissued for a team member to review and issue
Done when A certificate is drafted on the matching policy and left unissued in Applied Epic.
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3
Google Sheets - log it for review
google.com
WebRun logs the drafted certificate for your team to review. - Log the holder, the insured, the coverages requested, and the drafted certificate's status
- Flag any request with special wording or an unusual deadline
- Keep a running list of drafted certificates waiting to be issued
Done when The request and its drafted certificate are logged and ready for your team to review.
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 issue or send the certificate on its own?
No. WebRun drafts the certificate on the matching policy in Applied Epic and leaves it unissued. A team member reviews the holder, coverages, and wording, then issues it. Nothing is sent to a certificate holder without a human.
How does it match the request to the right policy?
It reads the insured name and coverage details from the Outlook email, then finds the matching policy in Applied Epic and pre fills the certificate from that policy's coverages and limits.
What if the request needs special wording?
WebRun captures any special wording or additional insured language from the email and logs it alongside the draft, so the reviewer sees exactly what was asked before issuing.
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Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.