Spot cross-sell opportunities and draft quote outreach for your producers
Every Monday, WebRun opens EZLynx, finds clients who hold only one line of business and have no open quote for additional coverage, identifies the most likely cross-sell opportunity per client, drafts a personalized quote outreach email in Gmail for each producer, and posts a Slack list of the top opportunities.
- No credit card
- Under $0.01 per run
- Cancel anytime
How can I automatically identify cross-sell opportunities and draft outreach for producers?
WebRun scans EZLynx every Monday for single-line clients who have no open cross-sell quote, identifies the most logical additional coverage for each, and drafts a personalized outreach email in Gmail per client. It then posts a ranked opportunity list to your producers Slack channel so they can review and send with one click.
- Producers start each Monday with a ready-made list of cross-sell opportunities and draft emails
- No client email goes out without producer review and personalization
- Single-line clients are systematically identified each week, not only when a producer remembers
Built for independent insurance agencies · P&C producers · agency sales managers · 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 single-line clients with cross-sell potential
ezlynx.com How to Automate EZLynx
WebRun opens EZLynx to find single-line clients with cross-sell potential. - Open EZLynx and filter the client list for policyholders with only one active line of business
- Exclude clients who already have an open quote in progress for another line
- Identify the most logical cross-sell based on the existing coverage type and client profile
Done when A ranked list of single-line clients with the recommended cross-sell opportunity is ready.
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2
Gmail - draft quote outreach emails for each producer
gmail.com How to Automate Gmail
WebRun opens Gmail to draft quote outreach emails for each producer. - Draft a personalized cross-sell outreach email for each identified client
- Reference their existing policy and explain the benefit of the additional coverage
- Leave every draft unsent in Gmail for the assigned producer to review and send
Done when A review-ready draft outreach email exists in Gmail for each cross-sell opportunity.
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3
Slack - post top cross-sell opportunities to producers
slack.com How to Automate Slack
WebRun opens Slack to post top cross-sell opportunities to producers. - Post the top cross-sell opportunities to the producers Slack channel
- List each client, their current coverage, and the recommended additional line
- Remind producers that draft outreach emails are waiting in Gmail for their review
Done when Producers have this week's cross-sell opportunity list in Slack with a Gmail reminder.
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 quote outreach emails to clients without producer approval?
No. Every outreach email is drafted in Gmail and left unsent. The assigned producer reviews and personalizes each draft before sending, so no client receives anything without human sign-off.
How does it decide which cross-sell to recommend?
It looks at the client's existing line of business and uses common P&C cross-sell patterns, for example suggesting auto for a home-only client. You can supply custom rules to override this logic.
What if the client has already been approached about a cross-sell?
It excludes clients who already have an open quote or recent service request for the recommended line in EZLynx, so producers are not duplicating outreach.
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