Chase outstanding certificate of insurance requests for clients
Every morning, WebRun opens EZLynx, finds every open certificate of insurance request, drafts a status update email for each requesting client via Gmail, and sends your team a Telegram message with the full list of outstanding COI requests so nothing falls through the cracks.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically track and follow up on outstanding certificate of insurance requests?
WebRun checks EZLynx every morning for open certificate of insurance requests, drafts a status update email in Gmail for each requesting client, and sends your team a Telegram message listing every outstanding COI with the client name, certificate holder, and days open. Email drafts wait for staff review before sending.
- No COI request sits unworked for more than 24 hours before your team is alerted
- Clients get a timely status email drafted and ready for staff review every morning
- Your team sees the full outstanding COI list each morning instead of digging through EZLynx
Built for independent insurance agencies · P&C CSR teams · commercial lines staff · agency owners
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 certificate of insurance requests
ezlynx.com How to Automate EZLynx
WebRun opens EZLynx to find open certificate of insurance requests. - Open EZLynx and navigate to service requests or certificate management
- Filter for open or pending certificate of insurance requests
- Capture the requesting client name, the certificate holder, the policy involved, and how many days the request has been open
Done when Every open COI request is listed with the client, certificate holder, and age of the request.
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2
Gmail - draft status update emails for requesting clients
gmail.com How to Automate Gmail
WebRun opens Gmail to draft status update emails for requesting clients. - Draft a status update email for each client with an open COI request
- Acknowledge the request and provide an estimated turnaround if known
- Leave every draft unsent for your team to review and personalize before sending
Done when A draft status email is ready in Gmail for each client awaiting a COI.
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3
Telegram - notify team of all outstanding COIs
telegram.org How to Automate Telegram
WebRun opens Telegram to notify team of all outstanding COIs. - Send a Telegram message to your agency team channel listing all outstanding COI requests
- Group by priority: requests open more than 24 hours go to the top
- Include the client name, certificate holder, and request age for each item
Done when The team has today's outstanding COI list in Telegram.
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 status emails to clients without my team reviewing them first?
No. Every status email is drafted in Gmail and left unsent. Your team reviews and sends each one, so clients only hear from you when your staff is ready.
Does it issue or generate the actual certificate?
No. WebRun identifies and tracks open COI requests and drafts client communications. Issuing the certificate is done by your licensed staff through EZLynx or the carrier portal.
What if a COI request is fulfilled during the day?
The next morning's run reads EZLynx fresh, so any requests marked complete overnight are automatically excluded from the next day's list and drafts.
Related templates
Put this on autopilot.
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