Keep your annual assumption review on track
Every Monday during the annual assumption review, WebRun opens AXIS to check which assumption sets have been updated, cross-checks each product line's mortality, lapse, expense, and discount rate sign-off in your Excel checklist, and posts a Teams alert listing what is still outstanding.
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How do I track assumption review sign-offs automatically?
Every Monday during the annual assumption review, WebRun opens AXIS, checks whether each product line's mortality, lapse, expense, and discount rate assumptions have been updated, and cross-checks that status against your Excel sign-off checklist. It posts a Teams alert listing which sign-offs are still outstanding, so the review closes on schedule.
- Outstanding sign-offs surface every Monday instead of at the review deadline
- Every product line's mortality, lapse, expense, and discount rate status lives in one checklist
- Untouched assumption sets are flagged before they become a year-end scramble
Built for actuarial consulting firms · assumptions committees · valuation actuaries · pricing actuaries
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 - check which assumption sets are updated
moodysanalytics.com How to Automate Moody's Analytics AXIS
WebRun opens Moody's Analytics AXIS to check which assumption sets are updated. - Open AXIS and check the assumption library for each product line under review
- Note whether mortality, lapse, expense, and discount rate assumptions have been updated for the current cycle
- Flag any product line where an assumption set has not been touched since last cycle
Done when Every product line's assumption update status is captured.
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2
Microsoft Excel - cross-check the sign-off checklist
microsoft.com
WebRun opens Microsoft Excel to cross-check the sign-off checklist. - Open the Assumption Review Checklist workbook
- Mark each product line's mortality, lapse, expense, and discount rate row against today's AXIS status
- Note which rows still need a reviewer's sign-off
Done when The checklist workbook reflects today's update and sign-off status for every product line.
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3
Microsoft Teams - alert on outstanding sign-offs
WebRun opens Microsoft Teams to alert on outstanding sign-offs. - Post the assumptions committee a list of outstanding sign-offs by product line
- Flag any assumption set untouched since the prior cycle first
- Link to the full checklist workbook
Done when The committee has this week's outstanding sign-off list 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 update any assumption in AXIS?
No. WebRun only reads which assumption sets have been touched. Every mortality, lapse, expense, and discount rate change is made and approved by your actuaries. WebRun never edits an assumption itself.
How does it know a sign-off is still outstanding?
It cross-checks each product line's row in your Excel checklist against AXIS's assumption update status, so a row only clears once both the update and a reviewer's sign-off are recorded.
Can it track more than one product line at once?
Yes. It checks every product line in your assumption library each Monday, so the checklist and alert cover the full review, not just the lines updated most recently.
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