Draft rate change notices for clients before renewal surprises them
Every morning, WebRun opens EZLynx and finds policies where a rate change has been recorded for an upcoming renewal, drafts a clear, empathetic rate change notice for each affected client in Mailchimp, and posts your producers a Slack alert listing every client who needs a call or an approved notice email before their renewal date.
- No credit card
- Under $0.01 per run
- Cancel anytime
How can I automatically draft rate change notices for clients before their renewal?
WebRun checks EZLynx every morning for renewals with carrier rate changes, drafts a clear and empathetic rate change notice for each affected client in Mailchimp, and posts producers a prioritized Slack alert. Every notice stays as a draft until a producer reviews and approves it, so no client is surprised at renewal without a prior heads-up.
- Every client facing a rate increase gets a draft notice prepared before their renewal date
- No rate change email reaches a client without producer review and approval
- Producers get a same-day Slack alert for every rate change recorded in EZLynx
Built for independent insurance agencies · P&C producers · agency account managers · agency owners
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 policies with recorded rate changes
ezlynx.com How to Automate EZLynx
WebRun opens EZLynx to find policies with recorded rate changes. - Open EZLynx and filter renewals where a rate change or premium increase has been noted
- Capture the client name, current premium, new premium, percentage change, and renewal date
- Sort by renewal date to prioritize the most urgent notifications
Done when Every policy with a pending rate change is listed with the old and new premium amounts.
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2
Mailchimp - draft rate change notice for each affected client
mailchimp.com How to Automate Mailchimp
WebRun opens Mailchimp to draft rate change notice for each affected client. - Create a targeted segment in Mailchimp for rate-change affected clients
- Draft a clear, empathetic email explaining the rate change, the new premium, and any options available
- Leave the campaign as a draft for producer review and approval before any send
Done when A personalized rate change notice campaign draft is ready in Mailchimp for each affected client.
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3
Slack - alert producers with action list
slack.com How to Automate Slack
WebRun opens Slack to alert producers with action list. - Post a Slack alert to the producers channel listing all clients with a pending rate change notice
- Flag clients with large increases or those renewing within 30 days as high priority
- Remind producers that draft notices are staged in Mailchimp awaiting their review
Done when Producers have a prioritized action list in Slack with a reminder to review Mailchimp drafts.
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 rate change emails to clients automatically?
No. Every rate change notice is drafted in Mailchimp and requires a producer to review and approve it before it is sent. No client receives an email until your team authorizes it.
What if a producer wants to call the client instead of emailing them?
The Slack alert lists every affected client for producer action. If the producer decides a phone call is more appropriate, they simply skip the Mailchimp draft for that client and call instead.
Does it automatically remarket the client to a different carrier?
No. Rate change notice drafting is this workflow's scope. For automated remarketing, pair this workflow with the EZLynx remarketing worklist template, which handles finding alternative quotes.
Related templates
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