Chase missing client documents before they hold up a policy
Every morning, WebRun opens EZLynx, identifies clients who still have outstanding document requests, drafts a follow-up email via Gmail for each, and sends a Twilio SMS nudge to clients with requests open more than five days.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically follow up with clients who have not submitted required documents?
WebRun opens EZLynx every morning, finds every client with an outstanding document request, and drafts a follow-up email in Gmail for each. For requests open more than five days, it also queues a Twilio SMS nudge. Both the emails and texts wait for your team's review before reaching any client.
- Outstanding document requests are followed up every morning, not when someone remembers
- No email or text reaches a client without staff review and approval
- Long-overdue requests get an SMS escalation automatically queued for approval
Built for independent insurance agencies · P&C agency CSRs · agency owners · policy servicing staff
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
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 clients with missing documents
ezlynx.com How to Automate EZLynx
WebRun opens EZLynx to find clients with missing documents. - Open EZLynx and review open service requests and document checklists
- Identify clients with documents requested but not yet received
- Note how many days each request has been outstanding and the document type needed
Done when Every client with a pending document request is listed with its age and type.
-
2
Gmail - draft email follow-up for each client
gmail.com How to Automate Gmail
WebRun opens Gmail to draft email follow-up for each client. - Draft a polite follow-up email for each client with an outstanding document request
- Include the specific document needed and a clear submission deadline
- Leave every draft unsent for your team to review before sending
Done when A review-ready draft exists in Gmail for each client missing a document.
-
3
Twilio - queue SMS nudge for long-overdue requests
twilio.com How to Automate Twilio
WebRun opens Twilio to queue SMS nudge for long-overdue requests. - For clients with requests open more than 5 days, queue a brief SMS reminder via Twilio
- Leave each SMS message in draft or pending status for your team to approve
- Never send an SMS without explicit staff approval
Done when SMS drafts are queued for review for any client overdue by more than 5 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
Will it send emails or texts to clients automatically?
No. Every Gmail draft and Twilio SMS is left in pending status for your team to review and approve. No message goes to a client without a human sign-off.
How does it know which documents are missing?
It reads open service requests and document checklists directly from EZLynx each morning, so the list is always based on live data, not a stale report.
Can I customize which document types trigger an SMS versus just an email?
Yes. You can configure rules for which document types or how many days overdue trigger the SMS escalation path versus the email-only path.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.