Automated Applied Epic Renewal Marketing Summary
Every Monday, WebRun opens Applied Epic, reads the renewal marketing activity for policies renewing in the next 60 days, builds a carrier quote comparison in a Google Sheet, and drafts a client-ready renewal summary in Outlook, left unsent for your producer to personalize and send.
How do I build a renewal marketing summary automatically?
Every Monday, WebRun opens Applied Epic and reads the marketing activity for renewals coming up in the next 60 days, capturing the carriers approached and the quotes received. It builds a side by side comparison in a Google Sheet and drafts a client-ready summary in Outlook, left unsent, so your producer walks into the renewal meeting with the summary written.
- Producers walk into renewal meetings with the summary already built
- Every carrier quote is compared against the expiring premium in one place
- No renewal reaches its meeting without a marketing summary ready
Built for commercial insurance brokerages · producers · account executives · renewal teams
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 renewal marketing activity
appliedsystems.com
WebRun reads renewal marketing activity in Applied Epic. - Open Applied Epic and filter renewals to policies expiring in the next 60 days
- Read the marketing activity logged on each: carriers approached, quotes back, and the expiring premium
- Note the producer and any remarketing still in progress
Done when Every renewal inside the window has its marketing activity and expiring premium captured.
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2
Google Sheets - build the quote comparison
google.com
WebRun builds a carrier quote comparison in Google Sheets. - Log each renewal with the expiring premium and every carrier quote received
- Line up the options side by side so the best terms are easy to see
- Flag any renewal still waiting on a carrier response
Done when A quote comparison is built for every renewal in the window.
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3
Outlook - draft the client summary
microsoft.com
WebRun drafts a client-ready renewal summary in Outlook. - Draft a client-ready renewal summary comparing the expiring terms to the quotes received
- Lead with the recommended option and note where premium or coverage changed
- Save it as a draft and leave it unsent for your producer to personalize and send
Done when Each renewal in the window has a summary draft ready in Outlook.
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 send the renewal summary to the client on its own?
No. WebRun drafts the summary in Outlook and leaves it unsent. Your producer personalizes it and sends it, nothing reaches a client automatically.
How does it build the quote comparison?
It reads the marketing activity logged in Applied Epic, the carriers approached and the quotes received, and lines them up against the expiring premium in the sheet.
What if a renewal is still waiting on a carrier quote?
It flags the renewal in the sheet rather than guessing, so your producer knows which ones still need a nudge before the summary is final.
Related templates
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