Templates
Workflow templates.
Deploy with one click.
Pick a ready-made automation and turn it on — each one handles a real job your team does every week, right inside the tools you already use. Customize anything.
Insurance agencies
EZLynx Automated Rate Change Notice Drafts
When a carrier rate change is noted in EZLynx, WebRun drafts a clear, empathetic notice email for each affected client and posts your producers a Slack alert so they can review and send before the renewal lands.
Insurance agencies
EZLynx QuickBooks Automated Premium Reconciliation
Every morning, WebRun compares payments received in QuickBooks against policy premiums due in EZLynx, flags any mismatches or short payments, and posts your bookkeeper a Slack digest of what needs attention.
Insurance agencies
EZLynx Automated Overdue Premium Payment Chaser
Every morning, WebRun checks EZLynx for policyholders with overdue premium payments, drafts a polite reminder for each, and posts your team a Slack list of who still hasn't paid.
Insurance agencies
EZLynx Automated New Client Onboarding Kickoff
When a new client policy is bound in EZLynx, WebRun drafts a welcome email, creates a Google Calendar onboarding call, and posts your team a Slack notification with the client details.
Insurance agencies
EZLynx Automated Lapsed Policy Winback Campaign
Every Monday, WebRun finds clients in EZLynx whose policies lapsed in the last 90 days without renewal, drafts a personalized winback email for each, and queues an SMS via Twilio for those who have not responded to prior outreach.
Insurance agencies
EZLynx Automated Missing Document Collection Chaser
Every morning, WebRun finds clients with outstanding document requests in EZLynx, drafts a follow-up email for each, and posts your team a Slack list of who still hasn't submitted.
Insurance agencies
EZLynx Automated Policy Data Entry From Email
Every morning, WebRun reads your Gmail for new carrier or client emails containing policy data, extracts the key fields, and logs them into EZLynx as draft records for your team to review and confirm.
Insurance agencies
EZLynx Automated Cross-Sell Quote Opportunity Drafts
Every Monday, WebRun scans EZLynx for clients holding only one line of business, identifies the most likely cross-sell, and drafts a quote outreach email for each producer to review and send.
Insurance agencies
EZLynx Automated Agency Compliance Deadline Tracker
Every Monday, WebRun checks your agency's E&O policy expiry, producer license renewal dates, and CE hour deadlines in EZLynx and a Google Sheet tracker, and posts your team a Slack alert for anything due within 60 days.
Insurance agencies
EZLynx Automated Claims Status Follow-Up
Every Monday, WebRun checks EZLynx for open claims, drafts a brief status update email for each affected client, and logs the claim status to a Google Sheet for your team.
Insurance agencies
EZLynx Automated COI Request Tracking and Chaser
Every morning, WebRun checks EZLynx for open COI requests, drafts status update emails to clients, and posts your team a Telegram message listing every outstanding certificate.
Insurance agencies
EZLynx Automated Endorsement Approval Routing
Every morning, WebRun finds open endorsement and policy change requests in EZLynx, drafts an approval routing summary for each, and posts the right approver a Slack message so nothing waits more than a day.
Insurance agencies
EZLynx Automated Application Status Daily Digest
Every morning, WebRun checks EZLynx for all open policy applications, compiles the current status for each, and posts your team a Slack digest grouped by producer so nothing stalls unnoticed.
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