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For insurance agency staff, fleet and rideshare operators & claims coordinators

Alert your team the moment a claim status changes

A few times a day, WebRun signs into Root, checks each open claim for a status change, logs the update to a Trello board, and posts an alert to Microsoft Teams so a status change gets picked up the same day it happens.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every few hours, 8 AM to 6 PM WebRun
1 Root Insurance check claims for a status change
2 Trello log the update on a board
3 Microsoft Teams alert the team about the change
Run a sample
In short

How do I get alerted the moment a Root Insurance claim status changes?

WebRun checks Root Insurance a few times a day for a claim status change, logs the update to a Trello board, and posts an alert to Microsoft Teams the moment it happens, so a claim moving forward or needing attention gets noticed the same day instead of during a manual check.

  • Claim status changes are caught within hours, not at a weekly check
  • Every claim's history is tracked on one shared Trello board
  • The team is alerted only when there's a real update, not on a fixed schedule

Built for insurance agency staff · fleet and rideshare operators · claims coordinators · small business insurance managers

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.joinroot.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Root Insurance - check claims for a status change
    joinroot.com
    WebRun in Root Insurance: check claims for a status change
    WebRun opens Root Insurance to check claims for a status change.
    • Sign into the Root account portal
    • Review each open claim's current status
    • Note any claim that changed status since the last check

    Done when Every open claim has been checked against its last known status.

  3. 2
    Trello - log the update on a board
    trello.com How to Automate Trello
    WebRun in Trello: log the update on a board
    WebRun opens Trello to log the update on a board.
    • Open the claims tracking board in Trello
    • Update the card for each claim with a status change
    • Move the card to the list matching its new status

    Done when Every changed claim's card reflects its current status.

  4. 3
    Microsoft Teams - alert the team about the change
    microsoft.com How to Automate Microsoft Teams
    WebRun in Microsoft Teams: alert the team about the change
    WebRun opens Microsoft Teams to alert the team about the change.
    • Post an alert to the claims channel for each status change
    • Include the claim number, old status, and new status
    • Skip the post if nothing changed since the last check

    Done when The team has been alerted to every status change found.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.joinroot.com
ScheduleRuns automatically on this cadence
Every few hours, 8 AM to 6 PM
DeliveryHow each run's result reaches you
Claim status alert · Microsoft Teams
OutputWhat each run produces - A list of claims with a status change, including old status, new status, and claim number.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it respond to a claim or submit anything?

No. WebRun only reads claim status and reports changes. It never responds to an adjuster, submits documents, or accepts a settlement on its own.

How often does it check for a change?

It checks every open claim a few times a day during business hours, so a status change is usually caught within hours.

What if nothing changed?

The Teams post is skipped entirely, so the channel only gets a message when there's a real update to review.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.