Track bail agent certification and CE expiry dates before they lapse
Every Monday, WebRun opens your agent certification tracker in Google Sheets, reads each bail agent's license expiry, CE credit hours due date, and any required exam renewal date, cross-checks agent records in Captira, and posts a ranked Slack digest listing every certification expiring in the next 90 days so renewals are never missed.
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How do I automatically track bail agent certification and continuing education expiry dates?
Every Monday, WebRun reads your agent certification tracker in Google Sheets, cross-checks license and CE expiry dates against Captira agent records, verifies the agency Stripe subscription status, and posts a ranked digest of every certification expiring in the next 90 days so no agent's license lapses unnoticed.
- Every bail agent's license and CE deadline surfaces 30, 60, and 90 days in advance with no manual tracking
- Discrepancies between Captira records and the Google Sheet tracker are caught and flagged automatically
- Agents with active bonds assigned to them are prioritized in the digest so their renewals are never last
Built for bail bond agency owners · bail agency managers · bail agency compliance officers · surety agents
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
docs.google.com/spreadsheetsin a real browser with your saved login - no setup, no API keys. -
1
Google Sheets - read agent certification expiry tracker
google.com How to Automate Google Sheets
WebRun opens Google Sheets to read agent certification expiry tracker. - Open the Agent Certification Tracker sheet
- Read each agent's bail agent license expiry date, continuing education credit hours due date, and any specialty certification renewal date
- Flag items expiring within 30 days as critical, 31 to 60 days as urgent, and 61 to 90 days as upcoming
- Note the state licensing board or issuing authority and the CE hours still required for each agent
Done when All agent certifications expiring in the next 90 days are categorized by urgency with the issuing authority and required action noted.
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2
Captira - cross-check agent license data
captira.com How to Automate Captira
WebRun opens Captira to cross-check agent license data. - Open Captira and review each agent's profile for license information recorded in the system
- Compare the license expiry date in Captira against the Google Sheet to catch any discrepancy or outdated record
- Flag any agent in Captira whose recorded license date is different from the Google Sheet
- Note which agents have active bonds assigned to them so their license lapses are treated as highest priority
Done when Agent license records in Captira are cross-checked against the Google Sheet and any discrepancies are flagged.
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3
Stripe - verify renewal fee payment status for agency subscription
stripe.com How to Automate Stripe
WebRun opens Stripe to verify renewal fee payment status for agency subscription. - Open Stripe and verify that the agency's active software subscription payments are current
- Note any upcoming renewal payment or failed charge that could affect agency software access
- Include any Stripe subscription renewal due in the next 30 days in the weekly digest for the manager
Done when The agency subscription payment status in Stripe is confirmed and any renewal due in 30 days is noted.
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 automatically renew any license or pay any renewal fee?
No. WebRun only tracks and alerts. All license renewals, CE course enrollments, and payments to licensing boards are initiated by your agent or agency administrator after reviewing the digest.
Where does it get the certification dates?
WebRun reads your Google Sheets certification tracker, which your team maintains. It cross-checks those dates against Captira's agent records and flags any discrepancies. You control the source data.
What if an agent completes their CE hours after the alert was sent?
Update the CE completion date in the Google Sheet tracker. WebRun will see the updated date on the next Monday run and remove that requirement from the outstanding list automatically.
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