Close the gaps in client beneficiary forms
Every Monday, WebRun opens Redtail, finds accounts with no beneficiary on file or a designation that looks outdated after a marriage, divorce, or new child, drafts a gentle client outreach email in Gmail, leaves every draft unsent for an advisor to review, and posts the team a Slack list of the beneficiary gaps to close.
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- Under $0.01 per run
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How do I find accounts with missing or outdated beneficiaries?
Every Monday, WebRun opens Redtail and finds accounts with no beneficiary on file or a designation that looks outdated after a life event. It drafts a gentle outreach email to each client in Gmail, leaves every draft unsent for an advisor, and posts the team a Slack list of the gaps to close, so a missing beneficiary never goes unnoticed.
- Missing and stale beneficiaries surface every week
- Each outreach email is drafted and waiting for the advisor
- Beneficiary gaps get closed before they become a problem
Built for financial advisors · RIAs · wealth managers · compliance 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
redtailtechnology.com/loginin a real browser with your saved login - no setup, no API keys. -
1
Redtail - find beneficiary gaps
redtailtechnology.com
WebRun opens Redtail to find missing or outdated beneficiary designations. - Open Redtail and check each account record for a beneficiary designation on file
- Flag accounts with no beneficiary, or one that looks stale given a recorded marriage, divorce, or new child
- Capture the client, the account, and what is missing or out of date
Done when Every account with a missing or outdated beneficiary has been listed with the gap noted.
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2
Gmail - draft client outreach
gmail.com How to Automate Gmail
WebRun drafts a beneficiary outreach email and leaves it unsent. - Draft a gentle, on-brand outreach email asking the client to confirm or update their beneficiaries
- Explain why keeping it current matters, without quoting sensitive account detail
- Save every message as a draft and leave it unsent for an advisor to review
Done when An outreach draft sits ready in Gmail for every client with a beneficiary gap.
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3
Slack - report the gaps to close
slack.com How to Automate Slack
WebRun posts this week's beneficiary gap list to Slack. - Post the team a short list of accounts with a beneficiary gap to close
- Group missing designations separately from outdated ones so the riskiest stand out
- Note that outreach drafts are waiting in Gmail for review
Done when The team has this week's beneficiary gap 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 email clients about their beneficiaries on its own?
No. WebRun only drafts each outreach email in Gmail and leaves it unsent. An advisor reads every message and clicks send, so nothing about a client's beneficiaries goes out until a person approves it.
How does it spot an outdated designation?
It reads the beneficiary fields and life-event notes in Redtail, flagging accounts with no beneficiary on file and ones that look stale after a recorded marriage, divorce, or new child, so the advisor can prompt a review.
Does it change any beneficiary records?
No. WebRun only surfaces the gaps and drafts the outreach. Updating a beneficiary designation is a signed client instruction that stays with the advisor and custodian, so no record is changed automatically.
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