Banking, Lending, Insurance & Wealth
Banking, Lending, Insurance & Wealth automation templates, page 13
496 ready-made workflows for Banking, Lending, Insurance & Wealth. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Slack, Google Sheets and Gmail.
Automated Certificate of Insurance Requests
When a certificate of insurance request lands in Outlook, WebRun reads the holder and coverage details, drafts the certificate on the matching policy in Applied Epic, leaves it unissued, and logs it to a sheet for your team to review and issue.
Automated RIA Client Onboarding Checklist
The moment a new client signs their agreement, WebRun opens a checklist in Redtail Technology, schedules a kickoff call in Zoom, drafts a welcome email in Gmail, and posts a Slack update whenever a step falls behind.
Automated LoanPro Escrow Shortage Alerts
Every morning, WebRun opens LoanPro to find loans whose escrow analysis just completed with a shortage, checks the disbursement history in QuickBooks, and drafts a shortage notice in Gmail explaining the new payment and repayment options, held for staff to review and send.
Automated Credit Repair Cloud Progress Updates
Every Monday, WebRun checks Credit Repair Cloud for each active client's current round, items removed, and score movement, drafts a personalized progress update in Mailchimp for every one, leaves the batch unsent for review, and posts your team a Slack summary of what's ready.
Automated Code of Ethics Attestation Reminders
Every Monday, WebRun checks ComplySci across your RIA clients for employees who haven't completed their code of ethics attestation, drafts a Gmail reminder naming who's still outstanding, and posts your team a Slack summary by client.
Automated Client Deliverable Status Updates
Every Monday, WebRun checks each client deliverable's status against its underlying AXIS run, reserve reports, valuation memos, or pricing analyses, drafts a status update email for each client in Gmail, and leaves every draft unsent for the responsible consultant to review.
Automated Applied Epic Certificate Holder Updates
Each time a policy renews, WebRun opens Applied Epic, finds the certificate holders on file for it, drafts an updated certificate of insurance notice in Outlook for each, and logs who still needs one to a Google Sheet.
Automated Client Birthday and Anniversary Alerts
Every morning, WebRun checks Redtail Technology for client birthdays and relationship anniversaries coming up this week, drafts a warm note in Gmail for each, and pings you on Telegram so nothing slips by.
Automated LoanPro Delinquency Escalation
Every morning, WebRun opens LoanPro, sorts every delinquent loan into its aging bucket, builds a worklist in Google Sheets, and posts each collector their assigned accounts in Slack so nothing sits untouched.
Automated Credit Repair Cloud Document Requests
Every morning, WebRun checks Credit Repair Cloud for clients with outstanding document requests, drafts a friendly text reminder in Twilio for each one, leaves it unsent for review, and posts your team a Slack list of who's still holding things up.
Automated Client Exam Readiness Summaries
Every Monday, WebRun compiles each client's exam readiness status from ComplySci into Google Sheets and drafts a Gmail readiness memo to the client's compliance officer, left unsent for your review.
Automated Assumption Review Sign-Off Tracking
Every Monday during the annual assumption review, WebRun checks AXIS for which assumption sets have been updated, cross-checks each product line's sign-off in your Excel checklist, and posts a Microsoft Teams alert listing what is still outstanding.
Automated Applied Epic Submission Tracking
Every morning, WebRun opens Applied Epic, reads every open carrier submission from your new business and renewal marketing, and logs each one's status and days outstanding to a Google Sheet so nothing sits waiting on a carrier without your team knowing.
Automated RIA AUM Fee Billing Reconciliation
Each billing cycle, WebRun pulls account values from Charles Schwab Advisor Center, recalculates the fee Redtail Technology has on file for each household, and flags every mismatch in Google Sheets before invoices post.
Automated LoanPro Payment Reconciliation
Every night, WebRun pulls the day's posted payments from LoanPro, the settled transactions from Stripe, and the recorded cash receipts in QuickBooks, matches all three, and posts a mismatch report to Slack so nothing goes unnoticed until month end.
Automated Credit Repair Cloud Dispute Alerts
Every morning, WebRun checks Credit Repair Cloud for new bureau response results, logs each outcome in Airtable, and posts your team a Slack alert highlighting every item that was deleted, updated, or verified overnight.
Automated Annual Compliance Review Scheduling
Every Monday, WebRun checks ComplySci for each client's last annual compliance review date, flags anyone due within 60 days, logs the schedule in Google Sheets, and holds a Zoom slot with your reviewer.
Automated Actuarial Opinion Signature Readiness
As the Statement of Actuarial Opinion deadline approaches, WebRun checks AXIS for the supporting reserve run's completion, prepares the signature packet in DocuSign without sending it, and posts a Teams reminder so the signing actuary has everything ready well before the filing date.
Automated Applied Epic BOR Letter Tracking
Every morning, WebRun opens Applied Epic, finds open broker of record letters, checks their signature status in DocuSign, and drafts a client nudge in Outlook for any letter that has stalled.
Automated RIA New Account Paperwork Tracking
WebRun checks every new account application in Redtail Technology against its signature status in DocuSign, and posts a Slack list of exactly which forms are still outstanding and for how long.
Automated LoanPro Borrower Info Updates
When a borrower asks to update their contact or payment info, WebRun opens LoanPro to pull the current record, logs the requested change to a Google Sheet next to the current values, and pings staff on Telegram to verify and approve it before anything is changed.
Automated Credit Repair Cloud Referral Thank-Yous
Every morning, WebRun checks Credit Repair Cloud for new clients tagged with a referral source, drafts a personal thank you email to the referring affiliate in Gmail, leaves it unsent for review, and logs the referral in Google Sheets for payout tracking.
Addepar Subscription Renewal Expiry Tracker
Every Monday, WebRun checks Addepar entity and subscription data against a renewal calendar in Google Sheets, flags agreements expiring in the next 60 days, and posts an alert list to Slack for your team to act on.
Addepar NAV Change Notice Drafts Automation
When Addepar records a significant NAV change or distribution rate update for a private fund, WebRun drafts a notice for each affected entity and routes it for your approval before any communication goes to the family.
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