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For insurance agency staff, fleet and rideshare operators & claims coordinators

Alert your team the moment a claim status changes

A few times a day, WebRun signs into Root, checks each open claim for a status change, logs the update to a Trello board, and posts an alert to Microsoft Teams so a status change gets picked up the same day it happens.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every few hours, 8 AM to 6 PM WebRun
1 Root Insurance check claims for a status change
2 Trello log the update on a board
3 Microsoft Teams alert the team about the change
Run a sample
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.joinroot.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Root Insurance - check claims for a status change
    joinroot.com
    WebRun in Root Insurance: check claims for a status change
    WebRun opens Root Insurance to check claims for a status change.
    • Sign into the Root account portal
    • Review each open claim's current status
    • Note any claim that changed status since the last check

    Done when Every open claim has been checked against its last known status.

  3. 2
    Trello - log the update on a board
    trello.com How to Automate Trello
    WebRun in Trello: log the update on a board
    WebRun opens Trello to log the update on a board.
    • Open the claims tracking board in Trello
    • Update the card for each claim with a status change
    • Move the card to the list matching its new status

    Done when Every changed claim's card reflects its current status.

  4. 3
    Microsoft Teams - alert the team about the change
    microsoft.com How to Automate Microsoft Teams
    WebRun in Microsoft Teams: alert the team about the change
    WebRun opens Microsoft Teams to alert the team about the change.
    • Post an alert to the claims channel for each status change
    • Include the claim number, old status, and new status
    • Skip the post if nothing changed since the last check

    Done when The team has been alerted to every status change found.

How do I get alerted the moment a Root Insurance claim status changes?

WebRun checks Root Insurance a few times a day for a claim status change, logs the update to a Trello board, and posts an alert to Microsoft Teams the moment it happens, so a claim moving forward or needing attention gets noticed the same day instead of during a manual check.

  • Claim status changes are caught within hours, not at a weekly check
  • Every claim's history is tracked on one shared Trello board
  • The team is alerted only when there's a real update, not on a fixed schedule

Built for insurance agency staff · fleet and rideshare operators · claims coordinators · small business insurance managers

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.joinroot.com
ScheduleRuns automatically on this cadence
Every few hours, 8 AM to 6 PM
DeliveryHow each run's result reaches you
Claim status alert · Microsoft Teams
OutputWhat each run produces - A list of claims with a status change, including old status, new status, and claim number.
Text
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 respond to a claim or submit anything?

No. WebRun only reads claim status and reports changes. It never responds to an adjuster, submits documents, or accepts a settlement on its own.

How often does it check for a change?

It checks every open claim a few times a day during business hours, so a status change is usually caught within hours.

What if nothing changed?

The Teams post is skipped entirely, so the channel only gets a message when there's a real update to review.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.