Turn COI requests into ready-to-issue drafts
When a COI request arrives by email, WebRun reads the holder and coverage details, opens the matching policy in NowCerts, drafts the certificate of insurance on the correct ACORD form, leaves it unissued, and posts your team a Slack note to review and issue it.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I handle certificate of insurance requests automatically?
When a certificate-of-insurance request arrives by email, WebRun reads the holder and coverage details, finds the matching policy in NowCerts, and drafts the certificate on the correct ACORD form. It leaves the certificate unissued and posts your team in Slack to review and issue, so COI requests are prepared fast but never sent on their own.
- Every COI request gets a draft prepared within minutes
- Certificates are pre-filled from the live policy, not retyped
- Issuing stays a human decision, with the draft ready
Built for commercial lines agencies · account managers · certificate teams · insurance CSRs
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.nowcerts.com/Login.aspxin a real browser with your saved login - no setup, no API keys. -
1
Gmail - read the COI request
gmail.com How to Automate Gmail
WebRun reads the inbound certificate request and captures the details. - Open the inbound email and identify it as a certificate of insurance request
- Capture the certificate holder, the insured, the coverages requested, and any special wording
- Note who asked and any deadline so the request can be prioritized
Done when The COI request has been read and its holder and coverage details captured.
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2
NowCerts - draft the certificate
nowcerts.com
WebRun drafts the certificate on the matching policy and leaves it unissued. - Open NowCerts and find the insured's matching policy
- Start a certificate of insurance and pre-fill the ACORD form with the holder, coverages, and limits from the request
- Save it as a draft and leave it unissued for a team member to review and issue
Done when A certificate is drafted on the right ACORD form and left unissued in NowCerts.
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3
Slack - flag it to issue
slack.com How to Automate Slack
WebRun posts that a certificate draft is ready to review and issue. - Post a short note that a certificate is drafted and waiting
- Name the holder, the insured, and the requested coverages so review is fast
- Leave issuing to the team. Never issue or send a certificate on its own
Done when Your team has a Slack note that the COI draft is ready to review and issue.
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 issue or send the COI on its own?
No. WebRun drafts the certificate on the right ACORD form in NowCerts and leaves it unissued. A team member reviews the holder, coverages, and wording, then issues it. Nothing is sent to a holder without a human.
How does it match the request to a policy?
It reads the insured name and coverage details from the email, then finds the matching policy in NowCerts and pre-fills the certificate from that policy's coverages and limits.
What if the request needs special wording?
WebRun captures any special wording or additional-insured language from the email and includes it on the draft, so the reviewer sees exactly what was asked before issuing.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.