Pull client and policy data from emails straight into EZLynx
Every morning, WebRun reads your Gmail inbox for new emails from carriers or clients containing policy details such as policy numbers, effective dates, premiums, and coverage types, extracts those fields, logs the extracted data to a Google Sheet staging area, and drafts the corresponding records in EZLynx for your team to review and confirm before saving.
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How can I automatically pull policy data from emails into EZLynx without manual re-entry?
WebRun reads your Gmail inbox every morning for new carrier and client emails containing policy data, extracts fields like policy number, premium, and effective dates, logs them to a Google Sheet staging area with confidence scores, and drafts pre-filled records in EZLynx for your team to review and confirm before saving.
- Policy data from carrier emails is extracted and staged for EZLynx entry every morning automatically
- No record is saved in EZLynx without a team member reviewing and confirming it first
- Low-confidence extractions are flagged clearly so staff spend time on exceptions, not routine entry
Built for independent insurance agencies · agency CSRs · agency data entry staff · office managers
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
mail.google.comin a real browser with your saved login - no setup, no API keys. -
1
Gmail - read inbound carrier and client policy emails
gmail.com How to Automate Gmail
WebRun opens Gmail to read inbound carrier and client policy emails. - Open Gmail and scan the inbox for new unread emails from known carrier domains or with policy-related subject lines
- Extract key fields: policy number, client name, effective date, expiration date, carrier, premium, and coverage type
- Flag any emails where extraction confidence is low for manual review
Done when All inbound policy emails are read and key fields are extracted or flagged.
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2
Google Sheets - log extracted fields to staging area
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log extracted fields to staging area. - Append each extracted record as a new row in the policy data staging Google Sheet
- Include a confidence score and the source email subject for each row
- Mark rows with low confidence or missing required fields in red for manual attention
Done when All extracted records are staged in Google Sheets with confidence scores and flags.
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3
EZLynx - draft extracted records for team review
ezlynx.com How to Automate EZLynx
WebRun opens EZLynx to draft extracted records for team review. - For high-confidence extractions, open EZLynx and start a draft client or policy record
- Pre-fill the fields with the extracted data but leave the record in draft status
- Never save or commit a record to EZLynx without a team member reviewing and confirming it
Done when Draft EZLynx records are staged for every high-confidence extraction, awaiting team confirmation.
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 save records in EZLynx automatically without my team reviewing them?
No. Every EZLynx record created by WebRun is left in draft status and requires a team member to review and confirm before it is saved. No record is committed without human sign-off.
What if the extraction misses a field or gets something wrong?
The Google Sheet staging area shows a confidence score for each extraction and flags rows with missing or uncertain fields in red. Your team reviews those manually before any EZLynx entry is made.
Which carrier email formats does it support?
It works with standard text-based policy emails from most carriers. You can train it on specific carrier formats and subject line patterns when you configure the workflow.
Related templates
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