Reconcile carrier downloads into your AMS
Every morning, WebRun opens AMS360, reviews the overnight carrier download, checks each policy transaction against the agency record, flags unmatched downloads and open download suspenses, logs the exceptions, and posts your team a Slack list of items to reconcile today.
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How do I reconcile carrier downloads in my AMS automatically?
Every morning, WebRun opens AMS360 and reviews the overnight carrier download, checking each policy transaction against the agency record. It flags unmatched downloads and open download suspenses, logs them to a Google Sheet, and posts your team a Slack exception list, so download breaks get reconciled the same day instead of piling up.
- Download breaks surface the morning after, not at month-end
- Each exception names the carrier, policy, and reason
- Open suspenses get worked the same day they land
Built for independent insurance agencies · agency operations leads · download processors · account managers
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.ams360.comin a real browser with your saved login - no setup, no API keys. -
1
Vertafore AMS360 - review the carrier download
vertafore.com
WebRun opens AMS360 to review the overnight carrier download. - Open AMS360 and go to the download and reconciliation area
- Review the overnight carrier download transactions: new policies, endorsements, renewals, and cancellations
- Flag transactions that did not match an existing agency record and any open download suspense
Done when Every overnight download transaction has been checked and unmatched items flagged.
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2
Google Sheets - log download exceptions
google.com How to Automate Google Sheets
WebRun logs each unmatched download transaction and open suspense. - Log each unmatched download with its carrier, policy number, transaction type, and reason
- Note the open download suspenses that still need a person to work them
- Sort so the items blocking the most work sit at the top
Done when Download exceptions are logged with carrier, policy, and reason in the sheet.
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3
Slack - post what to reconcile
slack.com How to Automate Slack
WebRun posts the carrier-download exceptions to reconcile. - Post a short list of download exceptions and open suspenses to clear
- Name the carrier, policy, and transaction type for each so the right person acts
- Leave the matching to the team. Never edit a policy record or clear a suspense on its own
Done when Your team has today's list of download exceptions in Slack.
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 edit policy records or clear suspenses on its own?
No. WebRun only reads the download and reports what did not match. Matching transactions, editing the policy, and clearing the suspense stay with your team in AMS360. It just hands you the exception list.
What counts as a download exception?
Any carrier-download transaction that did not match an existing agency record, plus open download suspenses AMS360 raised overnight, like an endorsement on a policy your system does not recognize.
Why run it every morning?
AMS360 picks up carrier download data nightly via IVANS or FTP and notifies you by suspense. Running each morning means the unmatched items are surfaced and worked the same day, before they pile up.
Related templates
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