Stay ahead of carrier insurance certificate expirations
Every Monday, WebRun reviews carrier records in YardView for insurance certificates expiring within 30 days, drafts a renewal-request email for each carrier in Gmail, and sends your compliance team a Telegram summary of every expiring cert so nothing lapses unnoticed.
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How do I automatically track carrier insurance certificate expiration dates?
WebRun reviews your YardView carrier roster every Monday, finds every insurance certificate expiring within 30 days, drafts a renewal-request email per carrier in Gmail for your compliance team to approve, and sends a Telegram summary grouped by urgency so no lapsed cert blocks a shipment.
- No carrier insurance cert lapses unnoticed before a load departs
- Compliance team gets a weekly Telegram summary grouped by urgency tier
- Renewal request drafts are ready in Gmail before your Monday morning meeting
Built for compliance managers · logistics coordinators · yard managers · 3PL compliance 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.yardview.comin a real browser with your saved login - no setup, no API keys. -
1
YardView - identify certs expiring within 30 days
yardview.com How to Automate YardView
WebRun opens YardView to identify certs expiring within 30 days. - Open YardView and review the carrier roster for active carrier records
- Find every carrier whose insurance certificate expiry date falls within the next 30 days
- Note the carrier name, certificate type, expiry date, and assigned contact email
Done when All carriers with certs expiring in the next 30 days are listed with their details.
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2
Gmail - draft renewal request to each carrier
gmail.com How to Automate Gmail
WebRun opens Gmail to draft renewal request to each carrier. - Draft a professional renewal-request email for each carrier on the list
- Include the certificate type, current expiry date, and your upload or submission instructions
- Leave each draft unsent in Gmail Drafts for your compliance team to review before sending
Done when A ready-to-send renewal request draft is prepared in Gmail for every expiring cert.
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3
Telegram - notify compliance team with weekly summary
telegram.org How to Automate Telegram
WebRun opens Telegram to notify compliance team with weekly summary. - Send a Telegram message to your compliance channel listing all expiring certs
- Group them by urgency: expiring within 7 days, 8 to 14 days, and 15 to 30 days
- Include the carrier name and expiry date for each cert in the summary
Done when Your compliance team has a Telegram summary of all at-risk certs grouped by urgency.
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 carriers about their expiring certificates without my approval?
No. Every renewal-request email is drafted in Gmail and left for your compliance team to review and send. Nothing reaches a carrier until a human approves it.
How far in advance does it flag an expiring certificate?
It flags any certificate expiring within the next 30 days, grouped into three urgency tiers: within 7 days, 8 to 14 days, and 15 to 30 days.
What happens if a carrier renews their cert after the draft is created?
On the next weekly run, WebRun re-reads the carrier record in YardView. If the cert has been updated with a new expiry date, it will no longer appear on the at-risk list.
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