Win back lapsed clients before they move to a competitor
Every Monday, WebRun opens EZLynx and identifies clients whose policies lapsed without renewal in the last 90 days, builds a winback segment in Mailchimp with a personalized email campaign draft for each, and queues a Twilio SMS nudge for lapsed clients who have not opened prior emails, all held for staff approval before sending.
- No credit card
- Under $0.01 per run
- Cancel anytime
How can I automatically reach out to lapsed policyholders to win them back?
WebRun checks EZLynx every Monday for clients whose policies lapsed without renewal in the last 90 days, builds a personalized winback email campaign draft in Mailchimp for each, and queues a Twilio SMS nudge for those who have not responded to prior emails. Both the emails and SMS messages wait for staff approval before reaching any former client.
- Every client who lapsed in the last 90 days is systematically identified for winback outreach
- Personalized email and SMS campaigns are drafted and ready for staff review each Monday
- No winback message reaches a former client without staff sign-off
Built for independent insurance agencies · P&C agency owners · retention managers · producers
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 - identify lapsed clients within 90 days
ezlynx.com How to Automate EZLynx
WebRun opens EZLynx to identify lapsed clients within 90 days. - Open EZLynx and filter for policies that lapsed or cancelled without renewal in the last 90 days
- Exclude clients who have already been re-quoted or have an open winback in progress
- Capture the client name, former policy type, lapse date, and last contact date
Done when Every lapsed client eligible for winback outreach is listed with full details.
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2
Mailchimp - draft personalized winback email campaign
mailchimp.com How to Automate Mailchimp
WebRun opens Mailchimp to draft personalized winback email campaign. - Create or update a lapsed-client audience segment in Mailchimp
- Draft a personalized winback email campaign highlighting the value of returning
- Leave the campaign in draft status for staff review and approval before any send
Done when A personalized winback email campaign draft is ready in Mailchimp for staff approval.
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3
Twilio - queue SMS nudge for non-responsive lapsed clients
twilio.com How to Automate Twilio
WebRun opens Twilio to queue SMS nudge for non-responsive lapsed clients. - For lapsed clients who have not opened a prior winback email, queue a brief SMS via Twilio
- Keep the SMS message short and include a clear callback or quote request link
- Leave all SMS messages in a pending approval queue for staff to authorize before sending
Done when SMS nudges are queued in Twilio and awaiting staff approval for non-responsive lapsed clients.
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 winback emails or texts to lapsed clients without approval?
No. Every Mailchimp campaign is saved as a draft and every Twilio SMS is queued for approval. Nothing reaches a client until your staff reviews and launches it.
How does it know which lapsed clients have already been contacted?
It cross-references the lapse date and last contact date in EZLynx and the email open history in Mailchimp, so it only escalates to SMS clients who have not engaged with prior email outreach.
Can we customize the winback messaging?
Yes. You provide your agency's winback email template and SMS tone guidelines at setup, and WebRun fills in the client-specific details for each draft automatically.
Related templates
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