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Automated Applied Epic Loss Run Follow Up

Every Monday, WebRun opens Applied Epic, finds policies renewing soon that are missing current loss runs, drafts a follow up request to the carrier or MGA in Outlook, left unsent for your team to review and send, and tracks each request's status in a Google Sheet.

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Runs on WebRun · Strict Lockdown policy
Every Monday at 8:00 AM WebRunorchestrates each step
1 Applied Epic find renewals missing loss runs
2 Outlook draft the carrier request
3 Google Sheets track requested and received
In short

How do I follow up on loss run requests before a renewal?

Every Monday, WebRun opens Applied Epic and finds policies renewing soon that are missing a current loss run, then drafts a follow up request to the carrier or MGA in Outlook, left unsent for your team to review and send. It tracks every request from sent to received in a Google Sheet, so a missing loss run never quietly holds up a renewal.

  • Missing loss runs surface a full renewal cycle out, not the week before
  • Every request is tracked from sent to received
  • No renewal gets marketed to carriers without current loss history

Built for commercial insurance brokerages · producers · account managers · renewal marketing teams

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 renewals missing loss runs
    appliedsystems.com
    WebRun in Applied Epic: find renewals missing loss runs
    WebRun checks upcoming renewals in Applied Epic for a current loss run.
    • Open Applied Epic and filter renewals inside your marketing window
    • Check each policy's attachments for loss runs current within the last 90 days
    • Flag any renewal with no current loss run on file

    Done when Every renewal missing a current loss run has been flagged.

  3. 2
    Outlook - draft the carrier request
    microsoft.com
    WebRun in Outlook: draft the carrier request
    WebRun drafts a loss run follow up request in Outlook.
    • Draft a follow up request to the carrier or MGA for each missing loss run
    • Reference the policy number and the period needed
    • Save it as a draft and leave it unsent for your team to review and send

    Done when Each missing loss run has a follow up request drafted and unsent in Outlook.

  4. 3
    Google Sheets - track requested and received
    google.com
    WebRun in Google Sheets: track requested and received
    WebRun tracks each loss run request from requested to received.
    • Log each loss run request with the carrier, policy, and date requested
    • Mark it received once a current loss run is attached in Applied Epic
    • Keep a running tracker so nothing stays outstanding into the renewal

    Done when Every loss run request is tracked from requested to received.

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
Every Monday at 8:00 AM
DeliveryHow each run's result reaches you
Loss run tracker · Google Sheets
OutputWhat each run produces - A drafted, unsent loss run request per missing policy, plus a tracker of requested and received status.
Drafts + tracker
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 email carriers or MGAs on its own?

No. WebRun drafts the loss run request in Outlook and leaves it unsent. Your team reviews and sends it, nothing goes out to a carrier automatically.

How does it know a loss run is missing?

It checks each renewing policy's attachments in Applied Epic for a loss run dated within the last 90 days, and flags any renewal without one.

How does it know a loss run has been received?

It checks Applied Epic each run for a newly attached, current loss run, and marks the tracker received automatically once it finds one.

Keep going

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Automated Applied Epic Submission Tracking
Every morning, WebRun opens Applied Epic, reads every open carrier submission from your new business and renewal marketing, and logs each one's status and days outstanding to a Google Sheet so nothing sits waiting on a carrier without your team knowing.
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Automated Applied Epic Certificate Holder Updates
Each time a policy renews, WebRun opens Applied Epic, finds the certificate holders on file for it, drafts an updated certificate of insurance notice in Outlook for each, and logs who still needs one to a Google Sheet.
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