Remind clients before their policy renewal deadline
Every morning, WebRun opens Applied Epic, checks the Renewals Manager for policies whose X-date falls inside your reminder window, captures the insured, line of business, and producer, and drafts a personalized renewal deadline reminder in Outlook, left unsent for the producer to review and send.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I remind clients before their policy renewal deadline?
Every morning, WebRun opens the Applied Epic Renewals Manager and finds every policy whose X-date falls inside your reminder window, capturing the insured, line of business, and producer. It drafts a personalized renewal deadline reminder in Outlook for each and leaves it unsent, so your producer reviews and sends it, and no renewal deadline arrives without the client having been asked.
- Clients get reminded before the X-date, not after it passes
- Every reminder is personalized with the coverage and producer
- Renewed policies drop off the list automatically
Built for commercial insurance brokerages · account managers · producers · renewal teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
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 policies nearing their X-date
appliedsystems.com How to Automate Applied Epic
WebRun opens the Applied Epic Renewals Manager to find upcoming X-dates. - Open Applied Epic and go to the Renewals Manager in Home Base
- Filter to policies whose X-date falls inside your reminder window
- Capture the insured, line of business, expiring premium, and producer for each
Done when Every policy inside the reminder window has been captured with its X-date and producer.
-
2
Outlook - draft the client reminder
microsoft.com How to Automate Outlook
WebRun drafts a personalized renewal deadline reminder in Outlook. - Draft a personalized reminder to each insured naming the coverage and the X-date
- Ask for any updated exposure information needed ahead of the renewal
- Save it as a draft and leave it unsent for the producer to review and send
Done when Each policy inside the window has a reminder drafted and unsent 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 email clients about their renewal without review?
No. WebRun drafts the reminder in Outlook and leaves it unsent. Your producer reviews the wording and the exposure questions before sending, nothing reaches a client automatically.
How does it decide who gets a reminder?
It reads each policy's X-date in the Applied Epic Renewals Manager and drafts a reminder for anyone whose X-date falls inside the window you set, so nothing gets reminded too early or too late.
What if the client already renewed?
It reads the live policy status in Applied Epic each morning, so a policy already renewed or rewritten is skipped automatically.
Related templates
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