Automated State Farm Weekly Policy Scorecard
Every Monday, WebRun opens your State Farm account, totals the premium across every active policy, checks for any renewal in the next 30 days and any open claim, logs the numbers to a Google Sheet, and posts a scorecard to Notion.
How do I track total State Farm premium and upcoming renewals weekly?
WebRun totals the premium across every active State Farm policy each Monday, checks for renewals coming up in the next 30 days and any open claim, and logs it all to a Google Sheet. It posts the scorecard to Notion, so total insurance spend and upcoming renewals are visible without logging into the account.
- Total premium spend is visible every Monday without logging in
- Renewals get flagged 30 days out instead of the week they lapse
- Open claims stay visible alongside the rest of the policy picture
Built for Small business owners · office managers · fleet operators · individuals managing multiple policies
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.statefarm.comin a real browser with your saved login - no setup, no API keys. -
1
State Farm - check policies, renewals, and claims
statefarm.com
WebRun opens State Farm to check policies, renewals, and claims. - Open the account and list every active policy
- Total the premium across all policies
- Check for any renewal in the next 30 days and any open claim
Done when This week's premium total, renewals, and open claims are known.
-
2
Google Sheets - log the weekly numbers
google.com
WebRun opens Google Sheets to log the weekly numbers. - Add a row with this week's premium total and counts
- Compare against last week's row for any change
- List any policy renewing in the next 30 days
Done when The weekly policy log has one new row added.
-
3
Notion - post the scorecard
notion.so
WebRun opens Notion to post the scorecard. - Update the scorecard page with this week's numbers
- Note any upcoming renewal or open claim
- Leave the trend visible for the next weekly review
Done when The Notion scorecard reflects this week's State Farm numbers.
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 renew a policy or file a claim for us?
No. WebRun only reads premiums, renewal dates, and claim status. Renewing a policy or filing a claim stays your action on the State Farm account.
How far ahead does it flag a renewal?
30 days before the renewal date by default, so there is time to review before it renews. You can adjust that window.
Does it total premium across every type of policy?
Yes, every active policy on the account, auto, home, or otherwise, is included in the weekly premium total.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.