Catch expiring policies with time to spare
Every morning, WebRun opens Applied Epic, reads the Expiration List for policies expiring in the next 90 days with no renewal activity logged yet, ranks them by days remaining in a Google Sheet, and emails your producer team an internal heads up so early-stage renewals do not go untouched.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I get alerted to expiring policies with time to work them?
Every morning, WebRun opens Applied Epic and reads the Expiration List for policies expiring in the next 90 days that have no renewal activity logged yet. It ranks them by days remaining in a Google Sheet and sends your producer team an internal Outlook alert, so early stage renewals get worked before they turn into a last minute scramble.
- Overlooked renewals surface 90 days out, not at the deadline
- Every alert names the producer so ownership is clear
- Policies with marketing activity already logged drop off automatically
Built for commercial insurance brokerages · producers · agency principals · renewal 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 policies expiring soon
appliedsystems.com How to Automate Applied Epic
WebRun runs the Applied Epic Expiration List for the next 90 days. - Open Applied Epic and run the Expiration List for the next 90 days
- Filter out any policy that already has renewal marketing activity logged
- Capture the insured, producer, line of business, and days until expiration
Done when Every untouched policy expiring in the window has been captured with its days remaining.
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2
Google Sheets - log and rank by days left
google.com How to Automate Google Sheets
WebRun logs expiring policies ranked by days left. - Log each policy with its producer, line of business, and days left
- Rank the list so the soonest expirations sit at the top
- Keep a running view the team can check anytime
Done when Untouched expiring policies are logged and ranked by days left.
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3
Outlook - alert the producer team
microsoft.com How to Automate Outlook
WebRun sends the producer team an internal early expiration alert. - Send your producer team an internal summary of policies expiring soon with no activity yet
- Name the producer and days remaining for each so ownership is clear
- This is an internal team alert only, never a message to a client
Done when Your producer team has today's early expiration alert 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
Does this email go to clients?
No. The Outlook alert is an internal summary sent only to your producer team's own inbox or distribution list. It is never addressed to a client or any outside party.
How far out does it look?
It reads the Applied Epic Expiration List 90 days ahead and only flags policies with no renewal marketing activity logged yet, so the earliest, most overlooked renewals surface first.
What happens once a policy has activity logged?
It drops off this alert automatically. Once a producer logs renewal marketing activity in Applied Epic, WebRun reads that on the next run and stops flagging the policy here.
Related templates
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