Automated EZLynx Renewal Reminders
Every morning, WebRun opens EZLynx, finds policies whose expiration date is inside 30 days, drafts a personalized renewal reminder email to each insured in Gmail, leaves them unsent for review, and posts your team a Slack list of who has a draft waiting.
How do I send expiring-policy reminders to clients automatically?
Every morning, WebRun opens EZLynx and finds policies expiring inside 30 days, capturing each insured, carrier, and expiration date. It drafts a personalized renewal reminder per client in Gmail, leaves every message unsent for a producer to review, and posts a Slack list of drafts waiting, so no expiring policy goes unaddressed.
- Every expiring policy gets a reminder drafted, not forgotten
- Producers review and send in minutes, not from scratch
- Renewal outreach goes out before the policy lapses
Built for independent insurance agencies · personal lines producers · account managers · retention 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 - find expiring policies
ezlynx.com
WebRun opens EZLynx to find policies expiring in the next 30 days. - Open EZLynx and go to the policy management list
- Filter to policies with an expiration date inside the next 30 days
- Capture each insured's name, line of business, carrier, and expiration date
Done when Every policy expiring in the window has been captured with its insured and date.
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2
Gmail - draft client reminders
gmail.com
WebRun drafts a renewal reminder per insured and leaves it unsent. - Draft a warm, on-brand renewal reminder for each insured with their policy and expiration date
- Personalize the greeting and line of business so it does not read like a blast
- Save every message as a draft and leave it unsent for a producer to review and send
Done when Each expiring policy has a reminder draft saved and unsent in Gmail.
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3
Slack - report drafts waiting
slack.com
WebRun posts the list of reminder drafts waiting for review. - Post a short list of insureds who now have a reminder draft waiting
- Note the expiration date and producer for each so the right person reviews it
- Leave sending to the team. Never send a client email on its own
Done when Your team has a Slack list of reminder drafts ready to review.
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 email my clients on its own?
No. Every reminder is saved as a Gmail draft and left unsent. A producer reviews and sends each one. WebRun finds the expiring policies and writes the drafts, but no client email goes out without a human.
How does it know which policies are expiring?
It reads each policy's expiration date in EZLynx and selects the ones falling inside your 30-day window, so only genuinely upcoming renewals get a reminder drafted.
Will the reminders sound personal?
Yes. Each draft uses the insured's name, line of business, carrier, and expiration date, so it reads like a personal note from their producer rather than a generic blast.
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