Automated Next Insurance Certificate Tracking
Every Monday, WebRun opens Next Insurance, finds policies and certificates of insurance expiring in the next 30 days, logs each one to Airtable with the client or job it covers, and creates a Notion task to request a renewed certificate before work depends on it.
How do I track Next Insurance certificate expirations?
WebRun checks Next Insurance every Monday for policies and certificates of insurance expiring in the next 30 days. It logs each one to Airtable with the client or job it covers and creates a Notion task to renew it, so a certificate never lapses and holds up a job simply because no one was tracking the date.
- Certificates get flagged 30 days before they expire
- Every expiring policy has a tracked renewal task, not a missed email
- Jobs never stall waiting on a certificate no one saw coming due
Built for contractors · small business owners · office managers · subcontractor compliance 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.nextinsurance.comin a real browser with your saved login - no setup, no API keys. -
1
Next Insurance - find expiring policies and certificates
nextinsurance.com
WebRun opens Next Insurance to find expiring policies and certificates. - Open Next Insurance and review active policies and issued certificates
- Keep anything expiring in the next 30 days
- Capture the policy type, expiration date, and which client or job it covers
Done when Every policy or certificate expiring in 30 days is listed with its details.
-
2
Airtable - log the expiration with its details
airtable.com
WebRun opens Airtable to log the expiration with its details. - Add a record for each expiring item with its expiration date
- Set the status to needs renewal
- Sort so the soonest expiration sits at the top
Done when Every expiring policy or certificate has an Airtable record.
-
3
Notion - create the renewal task
notion.so
WebRun opens Notion to create the renewal task. - Create a task to renew the policy or reissue the certificate
- Assign it to whoever manages insurance for the business
- Mark it done once the renewed certificate is on file
Done when Every expiring item has an open Notion renewal task.
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
Does it renew the policy or request the certificate automatically?
No. WebRun only tracks what's expiring and creates a task. Renewing coverage or requesting a new certificate stays a decision for your team.
Why does a certificate of insurance matter?
Many clients and job sites require a current certificate on file before work starts, so an expired one can hold up a job even if the policy itself is still active.
How far ahead does it look?
It flags anything expiring in the next 30 days, giving enough time to renew or request a new certificate before it lapses.
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