Banca, préstamos, seguros y patrimonio
Banca, préstamos, seguros y patrimonio: plantillas de automatización, página 21
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 Encompass Closing Countdown
Each morning, WebRun opens Encompass, finds the loans closing in the next few days, checks each one against your closing checklist, drafts a status note to the borrower in Gmail for the loan officer to review, and posts the team a Slack countdown of what is still open on each file.
Automated Client Milestone Outreach
WebRun checks Wealthbox each morning for clients with a birthday or a planning milestone like 59 and a half, 65, or 73 coming up, drafts a warm note to each one in Gmail for your review, and sends you a Telegram list of this week's milestones.
Automated Encompass Appraisal Tracking
Each morning, WebRun opens Encompass, checks every loan with an appraisal ordered, flags the ones overdue or still unscheduled, logs each appraisal's status in Google Sheets, and posts the loan officer a Slack list of the orders that are running late.
Automated Beneficiary Gap Flags
WebRun reviews Redtail each week for accounts with missing or outdated beneficiary designations, drafts a client outreach email in Gmail for your review, and posts the team a Slack list of the beneficiary gaps to close.
Automated Applied Epic Renewal Tracking
WebRun checks your Applied Epic renewals list each morning, pulls every policy whose X-date is inside your window, captures the carrier, premium, and producer, logs them to a sheet, and posts your team a ranked Slack list of which renewals to work today.
Automated AgencyZoom Quote Follow-Up
WebRun checks your AgencyZoom pipeline each morning for quotes that have sat without a reply, drafts a friendly follow-up email to each prospect in Gmail, leaves every message unsent for the producer to review, and posts a Slack list of quotes that need a nudge.
Automated HawkSoft Missing Application Info Chasing
WebRun reviews in-progress applications in HawkSoft each morning, finds the ones missing required fields or documents, drafts a friendly client note requesting exactly what is missing in Gmail, and posts your team a Slack list of applications held up by incomplete info.
Automated Jenesis Lapsed Policy Win-Back
WebRun reviews your Jenesis book each week for policies that lapsed or cancelled, drafts a warm win-back email to each former client in Gmail, leaves every message unsent for a producer to review, and posts your team a Slack list of accounts worth re-engaging.
Automated EZLynx Renewal Reminders
WebRun reads your EZLynx book each morning, finds policies expiring in the next 30 days, and drafts a friendly renewal reminder email to each insured in Gmail, leaving every message unsent for a producer to review and send.
Automated DocuSign Application Chasing
WebRun checks DocuSign each morning for application and ACORD envelopes still waiting on a signer, pulls who is holding each one up, drafts a friendly follow-up nudge in Gmail, and posts your team a Slack list of envelopes that need a push.
Automated AMS360 Cross-Sell Gap Flags
WebRun reviews your AMS360 accounts each week, spots clients who hold only one line of business, flags likely coverage gaps and cross-sell openings, logs each with a suggested line, and posts producers a Slack list of accounts worth a rounding conversation.
Automated Commission Statement Reconciliation
WebRun reads each carrier commission statement from your inbox, matches every line to the expected commission in NowCerts, logs matches and discrepancies to a Google Sheet, and posts your team a Slack summary of underpaid, missing, or unexpected commissions to chase.
Automated NowCerts COI Request Drafting
When a certificate-of-insurance request lands in your inbox, WebRun reads the details, finds the matching policy in NowCerts, drafts the certificate request on the right ACORD form, and posts your team the request to review and issue.
Automated HawkSoft Claims Status Digest
WebRun reviews your open claims in HawkSoft each morning, captures the status, carrier, and last activity for each, flags the ones with no movement, and posts your team a Slack digest of which claims need a follow-up today.
Automated AMS360 Carrier Download Reconciliation
WebRun reviews the overnight carrier downloads in AMS360 each morning, checks each policy transaction against the agency record, flags the ones that did not match or need a suspense worked, and posts your team a Slack list of download exceptions to clear.
Automated Applied Epic Annual Review Outreach
WebRun reviews your Applied Epic book each morning for clients reaching their annual review month, drafts a warm check-in email inviting each to a coverage review in Gmail, leaves every message unsent, and posts producers a Slack list of reviews to schedule.
¿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.