Banca, préstamos, seguros y patrimonio
Banca, préstamos, seguros y patrimonio: plantillas de automatización, página 19
496 flujos de trabajo listos para usar en Banca, préstamos, seguros y patrimonio. Cada uno se encarga de un trabajo real que tu equipo hace cada semana, directamente en las herramientas que ya usas. Las apps que más aparecen aquí: Slack, Google Sheets y Gmail.
Automated nCino Credit Memo Prep Queue
WebRun scans nCino for deals that have cleared the application stage and are ready for underwriting, compiles the key deal data, and posts a prioritized prep queue to the underwriting team so no deal waits in limbo.
Automated nCino Covenant Compliance Tracking
WebRun monitors nCino for every active loan with covenant requirements, flags items approaching their due date, and posts a daily compliance digest to your team so no borrower falls out of compliance unnoticed.
Automated nCino Approval Bottleneck Digest
WebRun scans nCino daily for deals stuck waiting for a credit approval, committee review, or loan board sign-off and posts a bottleneck digest to the lending manager so slowdowns are surfaced before they become problems.
Automated nCino Annual Review Due Tracker
WebRun checks nCino weekly for commercial loans whose annual credit review is coming due, logs them in a tracking sheet, and alerts each relationship manager so reviews are completed on time and the portfolio stays current.
Automated TrueAccord Right-Party Contact Flags
WebRun reviews TrueAccord daily for accounts in active outreach where right-party contact has not yet been verified, and surfaces them to collectors so resources focus on accounts with confirmed contact.
Automated TrueAccord Payment Reminder Drafts
WebRun scans TrueAccord for accounts approaching or past their next payment due date, drafts a compliant reminder message for each, and queues the drafts for collector review before any message is sent.
Automated TrueAccord Payment Plan Follow-Up
WebRun checks TrueAccord for payment plans due this week, flags any at risk of missing a payment, and queues draft outreach for your team to review before sending.
Automated TrueAccord Escalation Candidate Flags
WebRun scans TrueAccord daily for accounts that have exhausted standard digital outreach without resolution and flags them as escalation candidates so your team can decide the next step before the account ages further.
Automated TrueAccord Dispute Handling Queue
WebRun monitors TrueAccord for newly filed consumer disputes, captures the key details, and routes each one to the appropriate handler with a deadline alert so nothing goes unresponded to.
Automated TrueAccord Daily Recovery Report
Every evening, WebRun pulls the day's collection activity from TrueAccord, summarizes payments received, accounts resolved, and outreach sent, and posts a structured daily report to your team's Slack channel.
Automated TrueAccord FDCPA Call Window Compliance Check
WebRun cross-checks your TrueAccord account list against FDCPA-permitted call hours by time zone before each outreach run, and flags any account that would be contacted outside the legal window.
Automated TrueAccord Cease-Contact Honor Check
WebRun cross-checks your TrueAccord accounts against the cease-contact list before any outreach cycle begins, flags any account that should not be contacted, and alerts your compliance team so no prohibited contact is made.
Automated TrueAccord Broken Promise Worklist
WebRun scans TrueAccord each morning for accounts where a promised payment was not received, compiles a prioritized worklist, and sends it to your team in Slack.
Automated TrueAccord Agent Performance Report
Every Monday, WebRun pulls TrueAccord performance data by collector or agent, computes key metrics like accounts worked and recovery rate per agent, and posts a structured performance digest to your management team in Slack.
Automated TrueAccord Account Placement Onboarding
WebRun reads a new-placement file from Google Sheets, verifies required fields, and stages the accounts for TrueAccord import so your team can complete placement in minutes rather than hours.
Automated Xactware Settlement Variance Flags
Every Monday, WebRun compares final settlement amounts against the Xactimate estimates for recently closed claims, flags files with significant variance, and writes the results to Google Sheets for QA review.
Automated Xactware Reinspection Worklist
WebRun checks XactAnalysis for claims flagged for reinspection, sorts them by priority and age, and writes a ready-to-action worklist to Airtable each morning.
Automated Xactware Policyholder Update Drafts
WebRun reads the latest claim progress in XactAnalysis, drafts a polite status update email for each policyholder in Gmail, and queues every draft for your adjuster to review and send.
Automated Encircle Photo Documentation Check
Before an adjuster submits an estimate in Xactimate, WebRun checks Encircle for required photo coverage and flags any gaps to the adjuster in Slack, preventing estimate rejections.
Automated Claims Missing Documentation Chaser
WebRun checks Encircle and XactAnalysis for open claims missing required photos, reports, or field notes, and posts a daily chaser list to your team in Slack.
Automated Xactware Claim File Aging Report
Every Monday, WebRun pulls aging data from XactAnalysis, groups files by age bracket and claim type, and sends your management team a clear aging report in Slack.
Automated Xactware Estimate Approval Queue
WebRun checks XactAnalysis for estimates awaiting approval, identifies how long each has been sitting, and posts a prioritized queue to your team in Google Sheets every morning.
Automated Xactware Claim Cycle Time Report
Every Monday, WebRun pulls cycle-time data from XactAnalysis, calculates average time per stage, and writes a weekly cycle-time report to Google Sheets so you can see exactly where claims are stalling.
Automated Xactware Claim Status Digest
Every morning, WebRun opens Xactimate and XactAnalysis, pulls the current status of every open claim, and posts your team a clean summary in Slack so nothing slips through.
¿No encuentras tu flujo de trabajo?
Muéstrale a WebRun cualquier proceso una vez y lo convertimos en un agente que lo ejecuta en el horario que elijas.