Follow up on new business quotes before they go cold
Every morning, WebRun opens Applied Epic, finds new business quotes with no prospect response past your follow up window, checks whether the application is signed in DocuSign, and drafts a follow up nudge in Outlook, left unsent for your producer to review and send.
- No credit card
- Under $0.01 per run
- Cancel anytime
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 - find open new business quotes
appliedsystems.com How to Automate Applied Epic
WebRun finds open new business quotes in Applied Epic. - Open Applied Epic and filter new business opportunities to quotes presented with no decision yet
- Capture the prospect, carrier, premium, and the date the quote was presented
- Flag any quote past your follow up window with no response
Done when Every open quote past the follow up window has been captured with its presented date.
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2
DocuSign - check the application status
docusign.com How to Automate DocuSign
WebRun checks the application signature status in DocuSign. - Check whether an application or binder envelope is out for this prospect
- Note whether it is signed, still waiting, or was never sent
- Match the envelope status to the right open quote
Done when Each open quote has its application signature status confirmed in DocuSign.
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3
Outlook - draft the prospect follow up
microsoft.com How to Automate Outlook
WebRun drafts a prospect follow up nudge in Outlook. - Draft a short follow up to the prospect referencing the quote and its terms
- For a quote still waiting on a signature, remind them the application just needs a signature to bind
- Save it as a draft and leave it unsent for your producer to review and send
Done when Each quiet quote has a follow up draft ready and unsent in Outlook.
How do I follow up on new business quotes automatically?
Every morning, WebRun opens Applied Epic and finds new business quotes with no prospect response past your follow up window. It checks DocuSign to see whether the application is still waiting on a signature, then drafts a follow up nudge in Outlook, left unsent for your producer to review and send, so quotes get chased before the prospect goes quiet for good.
- Quiet quotes get a follow up before the prospect moves on
- Every nudge shows whether the application is already waiting on a signature
- Declined and bound quotes drop off automatically
Built for commercial insurance brokerages · producers · new business teams · agency principals
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 email prospects without a producer reviewing first?
No. WebRun drafts every follow up in Outlook and leaves it unsent. A producer reviews the tone and the quote details before it goes out, nothing is sent to a prospect on its own.
Will it resend the application through DocuSign?
No. It only reads the envelope status in DocuSign to see if a signature is still pending. Resending or voiding an envelope stays a decision for your producer.
What if the prospect already declined?
It reads the live opportunity status in Applied Epic each morning, so a quote already marked lost or declined is skipped automatically.
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