Never miss a bail bond indemnity agreement renewal or annual review
Every Monday, WebRun opens Captira and identifies active bonds where the indemnity agreement or annual indemnitor review is due within the next 30 to 60 days, logs each one to a Google Sheet renewal tracker, and drafts a professional renewal notice via Mailchimp for each indemnitor held for agent approval before any message is sent.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically track and send bail bond indemnity agreement renewal reminders?
Every Monday, WebRun checks Captira for active bonds with indemnity agreements due for annual renewal in the next 30 to 60 days, logs each one in a Google Sheet renewal tracker, and drafts a professional renewal notice in Mailchimp for each indemnitor held for agent approval before any message is sent.
- Every indemnity agreement due for annual review surfaces 30 to 60 days in advance with a draft renewal notice ready
- Agents never manually track agreement dates across dozens of active bonds
- The Google Sheet provides a running audit trail of all renewals completed and pending
Built for bail bond agency owners · bail bondsmen · bail agency office managers · 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
app.captira.com/loginin a real browser with your saved login - no setup, no API keys. -
1
Captira - find bonds with agreement renewals due
captira.com How to Automate Captira
WebRun opens Captira to find bonds with agreement renewals due. - Open Captira and navigate to active bond records
- Filter for bonds where the indemnity agreement execution date was 11 to 12 months ago, indicating annual review is due
- Capture the indemnitor name, email address, bond amount, defendant name, and agreement execution date for each
- Note any special renewal requirements such as updated collateral valuation or co-signer re-verification
Done when All active bonds with indemnity agreements due for renewal in the next 30 to 60 days are listed with indemnitor contact details.
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2
Google Sheets - log renewal tracker
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log renewal tracker. - Open the Indemnity Agreement Renewal Tracker sheet
- Append each upcoming renewal as a row with indemnitor name, email, bond amount, agreement date, renewal due date, and status
- Set status to Draft Notice Pending for new entries
- Update status to Renewed for any bonds where the renewal was completed and marked in Captira
Done when The renewal tracker is current with all upcoming renewals and their current status.
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3
Mailchimp - draft renewal notices for agent review
mailchimp.com How to Automate Mailchimp
WebRun opens Mailchimp to draft renewal notices for agent review. - Create a draft email campaign or transactional email in Mailchimp for each indemnitor with a renewal due
- Include the indemnitor's name, defendant name, bond amount, and the specific renewal action required
- Save each draft for agent review before scheduling or sending
- Do not send or schedule any Mailchimp campaign without explicit agent approval
Done when A Mailchimp draft renewal notice is ready for every indemnitor with an upcoming agreement renewal, all held for agent review.
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 send renewal notices to indemnitors without my agent's approval?
No. Every renewal notice is drafted in Mailchimp and held for your agent to review and approve before it is sent or scheduled. Nothing goes to an indemnitor without explicit human sign-off.
How does it know when an annual review is due?
WebRun reads the indemnity agreement execution date from Captira and flags bonds where that date was 11 to 12 months ago. You can adjust the lead time window to match your agency's review schedule.
What if an indemnitor already completed the renewal after the draft was created?
Once the renewal is marked complete in Captira, WebRun updates the tracker status and removes that indemnitor from the following Monday's run. Drafts for completed renewals are flagged as no longer needed.
Related templates
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