Automated Policygenius Lead Routing
Every hour, WebRun checks Policygenius for new quote requests, routes each to the agent covering that insurance line, sends the agent a Telegram alert with the request details, and texts an internal call reminder through Twilio so a fresh lead gets called back quickly.
How do I route new Policygenius leads to my agents fast?
WebRun checks Policygenius every hour for new quote requests. It routes each to the agent covering that insurance line, sends a Telegram alert with the coverage details, and texts an internal call reminder through Twilio, so a fresh lead gets a callback within the hour instead of sitting unassigned in the queue.
- New leads reach the right agent within the hour they arrive
- Every lead gets a call reminder instead of sitting unassigned
- Coverage details are ready before the agent even calls back
Built for insurance agencies · independent insurance agents · insurance marketplaces · agency operations 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
www.policygenius.comin a real browser with your saved login - no setup, no API keys. -
1
Policygenius - find new quote requests
policygenius.com
WebRun opens Policygenius to find new quote requests. - Open Policygenius and check for quote requests since the last run
- Capture the insurance line, coverage amount, and contact details
- Route it to the agent who covers that line
Done when Every new quote request is listed with its assigned agent.
-
2
Telegram - alert the assigned agent
telegram.org
WebRun opens Telegram to alert the assigned agent. - Send the assigned agent an alert with the request details
- Include the coverage type and amount requested
- Keep the alert to one message per lead
Done when The assigned agent has been alerted for every new request.
-
3
Twilio - send a call reminder
twilio.com
WebRun opens Twilio to send a call reminder. - Text the agent's internal line a short call reminder
- Include the lead's name and best callback window
- Never text the prospective customer, only your internal agent
Done when Every routed lead has an internal call reminder sent.
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
Does it call or message the prospective customer?
No. WebRun only alerts and reminds your internal agent. It never calls, texts, or emails the person who requested the quote.
How does it decide which agent gets the lead?
You map each insurance line, such as life or home, to the agent who covers it, and WebRun routes new requests based on that line.
What if a lead is already being worked?
It only routes requests that are new since the last run, so an already-assigned lead isn't sent out again.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.