Automated Insureon Quote Request Routing
Every hour, WebRun checks Insureon for new quote requests, reads the coverage type and business details for each, books a follow-up hold on the right specialist's Google Calendar, and posts the handoff to Microsoft Teams so nothing sits unclaimed.
How do I route new Insureon quote requests to the right specialist?
WebRun checks Insureon every hour for new quote requests, reads the coverage type and business details, and routes each one to the right specialist by booking a follow-up hold on their Google Calendar and posting the handoff to Microsoft Teams, so no quote request sits unclaimed or unanswered.
- New quote requests are routed to the right specialist within the hour
- Every request gets a scheduled follow-up instead of sitting in a queue
- The team sees every handoff logged in one Teams channel
Built for insurance agencies · independent insurance agents · agency operations managers · insurance sales 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.insureon.comin a real browser with your saved login - no setup, no API keys. -
1
Insureon - check for new quote requests
insureon.com
WebRun opens Insureon to check for new quote requests. - Open Insureon and review new quote requests
- Read the coverage type and business details for each
- Match each request to the right specialist based on coverage line
Done when Every new quote request has been matched to a specialist.
-
2
Google Calendar - book a follow-up hold
calendar.google.com
WebRun opens Google Calendar to book a follow-up hold. - Open the specialist's calendar
- Book a follow-up hold within the response window shown for the request
- Add the business name and coverage type to the event
Done when A follow-up hold is booked for every new request.
-
3
Microsoft Teams - post the handoff to the team
microsoft.com
WebRun opens Microsoft Teams to post the handoff to the team. - Post the handoff to the sales channel
- Tag the specialist assigned to each new request
- Note the coverage type and the calendar hold time
Done when Every new request has been handed off and posted to the team.
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 contact the business requesting a quote?
No. WebRun only routes the request internally and books a follow-up hold. It never calls, emails, or messages the business on its own.
How does it pick which specialist gets the request?
It matches the coverage type in the request to the specialist who handles that line, so requests reach someone who can act on them right away.
What if a request needs a faster response?
It books the follow-up hold within the response window shown on the request itself, so time-sensitive requests get an earlier slot.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.