Automated Restoration Adjuster Follow-Ups
Every Monday, WebRun opens Next Gear DASH, finds all claims that have been waiting on adjuster response for more than three days, drafts a professional follow-up email for each one, and posts your project manager a Slack list of drafts ready for review and send.
How do I automatically follow up with insurance adjusters on stalled restoration claims?
WebRun opens Next Gear DASH every Monday and finds every claim that has been waiting on adjuster response for more than three days. It drafts a professional follow-up email for each one and posts your project manager a prioritized Slack list, longest-stalled first, so approvals never stall silently.
- Stalled adjuster claims surface every Monday, sorted by days waiting
- Project managers review one Slack list instead of manually auditing DASH
- Claims waiting more than seven days are flagged as high priority automatically
Built for water damage restoration project managers · fire restoration coordinators · mold remediation offices · restoration insurance liaisons
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
app.nextgearsolutions.comin a real browser with your saved login - no setup, no API keys. -
1
Next Gear DASH - find claims awaiting adjuster response
nextgearsolutions.com
WebRun opens Next Gear DASH to find claims awaiting adjuster response. - Open DASH and filter jobs to those in an adjuster-pending or awaiting-approval stage
- Identify jobs that have been in this stage for more than three days without a response
- Capture the adjuster name, email, claim number, job address, and days waiting for each
Done when Every claim stalled at the adjuster stage for more than three days is listed with full contact details.
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2
Gmail - draft follow-up emails
gmail.com
WebRun opens Gmail to draft follow-up emails. - Draft a courteous, professional follow-up email to the adjuster for each stalled claim
- Reference the claim number, job address, and how many days the approval has been pending
- Save each draft for PM review - do not send without approval
Done when A Gmail draft follow-up exists for every stalled adjuster claim.
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3
Slack - notify PM of drafts
slack.com
WebRun opens Slack to notify PM of drafts. - Post a summary to the project-manager Slack channel listing every stalled claim and its draft
- Sort by days waiting, with the longest-stalled claims first
- Flag any claim that has been waiting more than seven days as high priority
Done when PM has a prioritized Slack list of adjuster follow-up drafts ready for review.
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 adjusters without my project manager approving first?
No. Every follow-up is saved as a Gmail draft and only sent after your PM reviews and approves it. Nothing reaches an adjuster without a human in the loop.
How many days stalled before a claim triggers a follow-up draft?
The default threshold is three days, and claims over seven days are flagged as high priority. You can adjust both thresholds to match your SLA requirements.
What if the adjuster has already responded but DASH is not updated?
WebRun reads the live stage in DASH on every run, so once your team marks the claim as adjuster-responded, it drops off the follow-up list automatically.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.