Route policy endorsements and change requests for fast approval
Every morning, WebRun opens EZLynx and finds all open endorsement requests and policy changes awaiting internal approval, prepares a routing summary for each in DocuSign as a draft envelope for the appropriate approver, and sends the approver a Slack message listing what is waiting for their sign-off so no request stalls in the queue.
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How can I automatically route policy endorsements and change requests for approval?
WebRun opens EZLynx every morning to find all open endorsements and policy changes awaiting internal approval, prepares a draft DocuSign envelope for each with the request details, and sends each assigned approver a Slack message listing what is waiting for their sign-off. Every DocuSign envelope is held in draft until a staff member confirms it before sending.
- No endorsement or policy change request sits unrouted for more than one business day
- Approvers get a same-day Slack notification with a ready-to-review DocuSign draft
- Every DocuSign envelope is held in draft until staff confirms the details, preventing errors
Built for independent insurance agencies · P&C agency managers · agency principals · CSR 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
app.ezlynx.comin a real browser with your saved login - no setup, no API keys. -
1
EZLynx - find open endorsements and policy changes awaiting approval
ezlynx.com How to Automate EZLynx
WebRun opens EZLynx to find open endorsements and policy changes awaiting approval. - Open EZLynx and filter service requests for open endorsements or policy changes in a pending or awaiting approval status
- Capture the request type, client name, policy number, the change requested, and the required approver
- Note how many days each request has been waiting for approval
Done when Every open endorsement or change request awaiting approval is listed with its details and assigned approver.
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2
DocuSign - prepare draft approval envelope for each request
docusign.com How to Automate DocuSign
WebRun opens DocuSign to prepare draft approval envelope for each request. - Create a draft DocuSign envelope for each endorsement or change request
- Include the relevant policy summary and the specific change requested for the approver to review
- Leave every envelope in draft status. Do not send to the approver until a staff member confirms the request details are correct
Done when A draft DocuSign approval envelope is staged for each pending endorsement or policy change.
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3
Slack - notify the approver of items waiting for sign-off
slack.com How to Automate Slack
WebRun opens Slack to notify the approver of items waiting for sign-off. - Send a Slack direct message to the assigned approver listing every item awaiting their sign-off
- Include the client name, policy number, type of change, and days waiting for each item
- Remind the approver that DocuSign envelopes are staged and ready for their review
Done when Each approver has a Slack message listing their pending approval items with DocuSign drafts ready.
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 send DocuSign envelopes to approvers or clients without a human reviewing them first?
No. Every DocuSign envelope is created as a draft and held until a staff member confirms the details are correct. Nothing is sent for signature until your team authorizes it.
Can it route different request types to different approvers?
Yes. You can map specific endorsement types or change request categories to specific approvers or teams when you configure the workflow, and WebRun will route each item to the right person.
What if the same endorsement needs multiple approvers?
DocuSign supports multi-recipient routing. When you set up the workflow, you can define which request types require sequential or parallel approval from more than one signer.
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