Chase overdue premium payments before policies lapse
Every morning, WebRun opens EZLynx, finds clients with premium payments past due, drafts a polite email reminder for each from your Gmail account, and posts your team a Slack summary of every overdue account with the amount and days past due.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically chase overdue premium payments before policies lapse?
WebRun opens EZLynx every morning, finds every policyholder with a premium payment past due, and drafts a polite reminder email in Gmail for each. It then posts your team a ranked Slack list of overdue accounts so the right person can review the drafts, approve, and send before any policy risks lapsing.
- Overdue accounts are flagged and drafted for follow-up every morning, not weekly
- No client email goes out without a human review and approval
- Agents open Slack to a ranked chase list instead of manually pulling EZLynx reports
Built for independent insurance agencies · P&C agency owners · agency billing staff
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 overdue premium accounts
ezlynx.com How to Automate EZLynx
WebRun opens EZLynx to find overdue premium accounts. - Open EZLynx and navigate to the Accounting or Policy section
- Filter for policies with outstanding premium balances past their due date
- Capture the client name, policy number, amount owed, and days past due for each
Done when Every overdue premium account is listed with its balance and due date.
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2
Gmail - draft polite payment reminders
gmail.com How to Automate Gmail
WebRun opens Gmail to draft polite payment reminders. - Draft a polite, on-brand payment reminder for each overdue client
- Include the policy number, amount due, and a clear call to action
- Leave every draft unsent in Gmail for your review before sending
Done when A review-ready draft email exists in Gmail for each overdue account.
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3
Slack - post chase list to your team
slack.com How to Automate Slack
WebRun opens Slack to post chase list to your team. - Post a ranked summary of overdue accounts to your agency Slack channel
- List the largest or longest-overdue balances first
- Note which clients have drafts ready for your review
Done when Your team has today's overdue payment chase list in Slack.
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 reminder emails to clients without my approval?
No. WebRun drafts every reminder email in Gmail and leaves it unsent for your review. Nothing goes to a client until you approve and send it yourself.
How does it know which accounts are overdue?
It reads the live policy and accounting data in EZLynx each morning, so the list reflects today's actual balances, not a stale export.
What if a client pays between runs?
It checks EZLynx fresh each morning, so anyone who has paid since the last run is automatically excluded from that day's list and drafts.
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