Track E&O, license, and compliance deadlines so nothing lapses
Every Monday, WebRun reviews your agency's compliance deadlines, including E&O policy expiry dates, producer license renewal dates, and continuing education hour requirements, pulling from EZLynx and a Google Sheet compliance register, then posts a Slack alert listing every item due within 60 days so your team can act before anything lapses.
- No credit card
- Under $0.01 per run
- Cancel anytime
How can I automatically track insurance agency compliance deadlines and get weekly alerts?
WebRun checks EZLynx and your Google Sheet compliance register every Monday for E&O policy expiry dates, producer license renewal deadlines, and CE hour requirements, then posts a Slack alert to agency leadership listing every item due within 60 days sorted by urgency. All actual renewals and filings are completed by your team after reviewing the alert.
- No E&O policy, producer license, or CE deadline is missed because it was tracked manually
- Leadership gets a prioritized compliance alert every Monday with 60 days of lead time
- All renewals and filings are done by your team after reviewing the alert, never auto-filed
Built for independent insurance agencies · agency principals · compliance officers · 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 - pull E&O expiry and producer license data
ezlynx.com How to Automate EZLynx
WebRun opens EZLynx to pull E&O expiry and producer license data. - Open EZLynx and check any stored E&O policy details and producer profile information
- Capture E&O expiry dates and any license renewal dates recorded in the system
- Note any items flagged as expiring within the next 60 days
Done when E&O and producer license data from EZLynx is collected and sorted by deadline.
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2
Google Sheets - cross-reference the compliance deadline register
google.com How to Automate Google Sheets
WebRun opens Google Sheets to cross-reference the compliance deadline register. - Open the agency compliance deadline register Google Sheet
- Cross-reference EZLynx data with any manually tracked CE hours, license renewals, or state filing deadlines
- Update deadline dates and completion status for each line item
Done when The compliance register is current and every deadline within 60 days is identified.
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3
Slack - post weekly compliance deadline alert to team
slack.com How to Automate Slack
WebRun opens Slack to post weekly compliance deadline alert to team. - Post a compliance deadline alert to the agency leadership Slack channel
- List every item due within 60 days, sorted by urgency
- Include the item type, responsible party, and the exact due date for each
Done when Leadership and the responsible producers have a Slack alert for every compliance item due in 60 days.
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
Does it file renewals or register for CE courses automatically?
No. WebRun only tracks and alerts on upcoming deadlines. All filings, renewals, and CE registrations are completed by your team or producers after seeing the alert.
What compliance items can it track?
It tracks any deadline you record in EZLynx or your Google Sheet compliance register, including E&O expiry, producer license renewal dates, CE hour deadlines, and state filing due dates.
What if a deadline is completed and I want to clear it from the list?
Update the completion status in your Google Sheet compliance register. The next Monday run reads the sheet fresh, so completed items are removed from the Slack alert automatically.
Related templates
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