Chase down commercial policies before they lapse
Every Monday, WebRun signs into Zurich, checks each commercial policy for an approaching renewal date, saves the current policy documents to a shared Google Drive folder, and sends a Twilio text to the risk manager for anything renewing soon.
- No credit card
- Under $0.01 per run
- Cancel anytime
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
www.zurich.comin a real browser with your saved login - no setup, no API keys. -
1
Zurich Insurance - check policies for renewal dates
zurich.com
WebRun opens Zurich Insurance to check policies for renewal dates. - Sign into the Zurich policy portal
- Review each commercial policy's renewal date
- Note the policy number, coverage line, and days until renewal
Done when Every policy has been checked for its renewal date.
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2
Google Drive - save current policy documents
drive.google.com How to Automate Google Drive
WebRun opens Google Drive to save current policy documents. - Open the policy documents folder in Google Drive
- Save the current policy schedule and declarations page for each policy nearing renewal
- Name each file with the policy number and renewal date
Done when Every policy nearing renewal has its current documents saved.
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3
Twilio - text the risk manager a reminder
twilio.com How to Automate Twilio
WebRun opens Twilio to text the risk manager a reminder. - Send a text to the risk manager for policies renewing soon
- Include the policy number, coverage line, and renewal date
- Never renew, bind, or change coverage. Leave that decision to the risk manager
Done when The risk manager has been texted about every policy renewing soon.
How do I get reminded before a Zurich commercial policy renews?
WebRun checks your Zurich commercial policies every Monday for an approaching renewal date, saves the current policy documents to a shared Google Drive folder, and texts your risk manager a heads-up for anything renewing soon, so a commercial policy never lapses because a renewal date was missed.
- Policy renewal dates are tracked automatically instead of by memory
- Current policy documents are saved and organized before renewal time
- The risk manager gets a text reminder while there's time to act
Built for risk managers · commercial insurance brokers · corporate insurance buyers · operations and finance teams
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 on its own?
No. WebRun only tracks renewal dates and reminds your risk manager. It never renews, binds coverage, or changes a policy on its own.
How far ahead does it flag a renewal?
It checks every policy each Monday, so a policy nearing its renewal date shows up on the list and by text well before it lapses.
Where do the policy documents go?
The current schedule and declarations page for each policy nearing renewal are saved to a shared Google Drive folder, so the paperwork is ready before the renewal call.
Related templates
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