Automated Applied Epic Premium Audit Reminders
Every Monday, WebRun opens Applied Epic, finds policies with a premium audit due soon, and drafts a reminder in Outlook asking the client for payroll or sales records, left unsent for your team to review and send.
Automated Applied Epic Renewal Reminders
Every morning, WebRun opens Applied Epic, finds policies whose X-date falls inside your reminder window, and drafts a personalized renewal deadline reminder in Outlook for each client, left unsent for your producer to review and send.
Automated Applied Epic New Business Follow Up
Every morning, WebRun opens Applied Epic, finds new business quotes sitting with no prospect response, checks whether the application is signed in DocuSign, and drafts a follow up in Outlook for your producer to review and send.
Automated Applied Epic Loss Run Follow Up
Every Monday, WebRun opens Applied Epic, finds renewals coming up that are missing current loss runs, drafts a follow up request to the carrier or MGA in Outlook, and tracks requested and received status in a Google Sheet.
Automated Applied Epic Expiring Policy Alerts
Every morning, WebRun opens Applied Epic, checks the Expiration List for policies expiring in the next 90 days with no remarketing activity yet, logs them ranked by days left to a Google Sheet, and emails your producer team an internal alert so nothing is left until the last minute.
Automated Applied Epic Commission Reconciliation
Each time a commission download lands in Applied Epic, WebRun matches every line to the expected commission on the policy, and logs matches and variances, underpaid, missing, or unexpected, to a Google Sheet ranked by carrier.
Automated Applied Epic Renewal Marketing Summary
Every Monday, WebRun opens Applied Epic, reads the marketing activity on renewals coming up in the next 60 days, builds a carrier quote comparison in a sheet, and drafts a client-ready renewal summary in Outlook for your producer to review and send.
Automated Applied Epic Claims Status Updates
Every Monday, WebRun opens Applied Epic, reads the status, adjuster, and last activity on each client's open claims, drafts a status update in Outlook for review, and logs what was sent to a Google Sheet.
Automated Certificate of Insurance Requests
When a certificate of insurance request lands in Outlook, WebRun reads the holder and coverage details, drafts the certificate on the matching policy in Applied Epic, leaves it unissued, and logs it to a sheet for your team to review and issue.
Automated Applied Epic Certificate Holder Updates
Each time a policy renews, WebRun opens Applied Epic, finds the certificate holders on file for it, drafts an updated certificate of insurance notice in Outlook for each, and logs who still needs one to a Google Sheet.
Automated Applied Epic Submission Tracking
Every morning, WebRun opens Applied Epic, reads every open carrier submission from your new business and renewal marketing, and logs each one's status and days outstanding to a Google Sheet so nothing sits waiting on a carrier without your team knowing.
Automated Applied Epic BOR Letter Tracking
Every morning, WebRun opens Applied Epic, finds open broker of record letters, checks their signature status in DocuSign, and drafts a client nudge in Outlook for any letter that has stalled.