Track broker of record letters until they are signed
Every morning, WebRun opens Applied Epic, finds broker of record letters still in progress, checks each envelope's signature status in DocuSign, and drafts a polite nudge in Outlook for any client who has not yet signed, left unsent for your producer to review and send.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I track broker of record letters until they are signed?
Every morning, WebRun opens Applied Epic and finds broker of record letters still in progress, then checks each envelope's signature status in DocuSign. For any letter the client has not signed after a few days, it drafts a short nudge in Outlook, left unsent for your producer to review and send, so a stalled BOR letter never quietly kills a piece of new business.
- Stalled BOR letters surface every morning, not weeks later
- Every letter shows its exact DocuSign signature status
- Nudges are drafted and ready, sending stays a producer's call
Built for commercial insurance brokerages · producers · agency principals · new business 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.appliedsystems.comin a real browser with your saved login - no setup, no API keys. -
1
Applied Epic - find open BOR letters
appliedsystems.com How to Automate Applied Epic
WebRun finds open broker of record letters in Applied Epic. - Open Applied Epic and pull every broker of record letter still marked in progress
- Capture the insured, the carrier being notified, and the producer who initiated it
- Note how many days each letter has been outstanding
Done when Every open BOR letter has been captured with its insured and days outstanding.
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2
DocuSign - check signature status
docusign.com How to Automate DocuSign
WebRun checks each BOR letter's signature status in DocuSign. - Open the matching envelope for each broker of record letter
- Check whether it is signed, still waiting on the client, or not yet viewed
- Match the signature status back to the right policy
Done when Every open BOR letter has a confirmed signature status from DocuSign.
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3
Outlook - draft the client nudge
microsoft.com How to Automate Outlook
WebRun drafts a client nudge for a stalled BOR letter in Outlook. - For any letter waiting more than a few days, draft a short nudge to the client
- Remind them the letter only needs a signature to move their coverage forward
- Save it as a draft and leave it unsent for your producer to review and send
Done when Every stalled BOR letter has a nudge drafted and unsent in Outlook.
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 nudge to the client on its own?
No. WebRun drafts the nudge in Outlook and leaves it unsent. Your producer reviews and sends it, nothing goes to a client automatically.
Will it submit the BOR letter to the carrier once it is signed?
No. It only reports the signature status. Submitting a signed broker of record letter to the carrier stays a decision for your producer.
How does it know a letter has stalled?
It checks the DocuSign envelope status against how many days it has been outstanding, so only letters genuinely waiting on the client are flagged, not ones just sent.
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