Get the Statement of Actuarial Opinion ready on time
Every morning as the Statement of Actuarial Opinion deadline approaches, WebRun opens AXIS to confirm the supporting reserve run has completed and passed validation, prepares the signature packet in DocuSign without sending it, and posts a Microsoft Teams reminder to the appointed actuary with the days remaining.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I get the Statement of Actuarial Opinion signature ready on time?
Every morning as the Statement of Actuarial Opinion deadline nears, WebRun opens AXIS to confirm the supporting reserve run has completed and passed validation, and prepares the signature packet in DocuSign without sending it. It posts a Microsoft Teams reminder to the appointed actuary with the days remaining, so the opinion is ready well before the filing date.
- Readiness is checked every morning instead of discovered the week the filing is due
- The signature packet is prepared and waiting, never sent, until the appointed actuary reviews it
- Outstanding items are flagged early enough to resolve before the deadline crunch
Built for appointed actuaries · signing actuaries · actuarial consulting firms · insurance company actuarial teams
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.moodysanalytics.comin a real browser with your saved login - no setup, no API keys. -
1
Moody's Analytics AXIS - confirm the supporting reserve run is complete
moodysanalytics.com How to Automate Moody's Analytics AXIS
WebRun opens Moody's Analytics AXIS to confirm the supporting reserve run is complete. - Open AXIS and check whether the reserve run supporting the Statement of Actuarial Opinion has completed and passed validation
- Note any outstanding item, an unresolved exception or a pending assumption sign-off, that would block the opinion
- Capture the days remaining until the filing deadline
Done when The supporting reserve run's readiness status and days remaining are captured.
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2
DocuSign - prepare the signature packet
docusign.com How to Automate DocuSign
WebRun opens DocuSign to prepare the signature packet. - Open the Statement of Actuarial Opinion envelope template
- Populate it with this cycle's reserve figures and supporting exhibits once the run is confirmed complete
- Prepare the envelope for the appointed actuary's signature and leave it unsent. WebRun never sends a signature request on its own
Done when The signature packet is prepared in DocuSign and ready for the appointed actuary to review and send.
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3
Microsoft Teams - remind the appointed actuary
microsoft.com How to Automate Microsoft Teams
WebRun opens Microsoft Teams to remind the appointed actuary. - Post the appointed actuary a reminder with the days remaining until the filing deadline
- Note whether the supporting run is confirmed complete or still has an outstanding item
- Flag that the signature packet is prepared in DocuSign and waiting for their review
Done when The appointed actuary has today's readiness reminder in 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 send the signature request to the appointed actuary?
No. WebRun only prepares the DocuSign envelope and leaves it unsent. The appointed actuary reviews the figures and sends the request themselves, so the opinion is never routed for signature without a human decision first.
Does it decide whether the opinion is ready to sign?
No. It only reports whether the supporting reserve run has completed and passed validation. Whether the opinion itself is ready to sign stays a professional judgment made entirely by the appointed actuary.
What if the supporting reserve run is not finished yet?
It flags that plainly in the Teams reminder along with the days remaining, so the readiness gap is visible early instead of surfacing the week the filing is due.
Related templates
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