Remind clients before their premium audit is due
Every Monday, WebRun opens Applied Epic, finds policies with a premium audit due in the next few weeks, captures the insured, carrier, and audit type, and drafts a reminder in Outlook asking for payroll or sales records, left unsent for your team to review and send.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I remind clients before a premium audit is due?
Every Monday, WebRun opens Applied Epic and finds policies with a premium audit due soon, capturing the insured, carrier, and the audit type. It drafts a reminder in Outlook asking for the payroll or sales records the audit needs and leaves it unsent, so your team reviews and sends it, and no client audit is forgotten until it lapses.
- Audit reminders go out before the due date, not after a lapse notice
- Each reminder names the exact records the audit type requires
- Completed audits are skipped automatically from live Applied Epic status
Built for commercial insurance brokerages · account managers · producers · agency CSRs
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
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 with an audit due
appliedsystems.com How to Automate Applied Epic
WebRun finds policies with a premium audit due in Applied Epic. - Open Applied Epic and filter policies to those with a premium audit activity due soon
- Capture the insured, carrier, audit type, and the due date
- Note the producer responsible for the account
Done when Every policy with an upcoming audit has been captured with its due date and audit type.
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2
Outlook - draft the audit reminder
microsoft.com How to Automate Outlook
WebRun drafts a premium audit reminder in Outlook. - Draft a reminder to the insured naming the audit type and the records needed
- Ask for payroll, sales, or subcontractor records depending on the line of business
- Save it as a draft and leave it unsent for your team to review and send
Done when Each upcoming audit has a reminder 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 email clients about their audit without review?
No. WebRun drafts the reminder in Outlook and leaves it unsent. Your team reviews the records requested and the tone before sending, nothing goes to a client automatically.
How does it know what records to ask for?
It reads the audit type and line of business on the policy in Applied Epic, so a general liability audit asks for payroll and a workers comp audit asks for the right supporting records.
What if the client already completed the audit?
It reads the live audit status in Applied Epic each run, so any policy marked complete is skipped automatically.
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