Kick off new client onboarding the moment a policy binds
Every morning, WebRun opens EZLynx and finds new clients added since the last run, drafts a welcome email via Gmail for each, creates a Google Calendar onboarding call invitation, and posts your team a Slack notice with the client's name, policy type, and assigned producer.
- No credit card
- Under $0.01 per run
- Cancel anytime
How can I automatically kick off new client onboarding when a policy binds?
WebRun checks EZLynx every morning for newly bound clients, drafts a personalized welcome email in Gmail for each, creates a draft onboarding call on Google Calendar, and posts a Slack notification to your team. The welcome email and calendar invite wait for producer review before reaching the client.
- Every new client gets a draft welcome email and onboarding call within one business day of binding
- Producers start their day knowing exactly which new clients need attention
- Onboarding steps are consistent across every producer and every client
Built for independent insurance agencies · P&C agency producers · agency owners · CSR teams
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 - detect new clients bound since last run
ezlynx.com How to Automate EZLynx
WebRun opens EZLynx to detect new clients bound since last run. - Open EZLynx and filter clients added or policies bound since the previous run
- Capture the client name, contact details, policy type, carrier, and assigned producer
- Skip any clients already processed in a prior run
Done when Every new client bound since the last run is identified with full details.
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2
Gmail - draft welcome email for each new client
gmail.com How to Automate Gmail
WebRun opens Gmail to draft welcome email for each new client. - Draft a warm, on-brand welcome email for each new client
- Include the policy summary, key next steps, and the producer's contact details
- Leave the draft unsent in Gmail for the producer to review and personalize before sending
Done when A personalized draft welcome email is ready in Gmail for each new client.
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3
Google Calendar - create onboarding call invitation
calendar.google.com How to Automate Google Calendar
WebRun opens Google Calendar to create onboarding call invitation. - Create a calendar event for a 15-minute onboarding check-in call
- Set the event owner as the assigned producer
- Leave the invitation as a draft or tentative until the producer confirms the time
Done when A draft onboarding call event exists on the producer's Google Calendar.
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4
Slack - notify team of new client details
slack.com How to Automate Slack
WebRun opens Slack to notify team of new client details. - Post a new-client notification to the agency Slack channel
- Include the client name, policy type, carrier, and assigned producer
- Link to the client record in EZLynx
Done when The team has seen a Slack notification for every new client bound today.
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 the welcome email to the client automatically?
No. WebRun drafts the welcome email in Gmail and leaves it for the assigned producer to review, personalize if needed, and send. The client does not receive anything until your team approves it.
What if two new clients are added on the same day?
WebRun processes every new client found in EZLynx since the last run, so all of them get their own draft email, calendar event, and Slack notification in a single morning run.
Can I customize the welcome email template?
Yes. You provide your agency's welcome email template or tone guidelines when you set up the workflow, and WebRun follows them for every new client.
Related templates
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