Follow up on open bail bond quotes before they go cold
Every morning, WebRun opens Captira, finds prospects who received a bail quote in the last 24 to 48 hours but have not yet signed, drafts a short personalized follow-up SMS via Twilio for each, logs all drafts to a Google Sheet, and holds every message for agent review before any text is sent.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically follow up on unconverted bail bond quotes?
WebRun checks Captira each morning for bail quotes issued in the last 48 hours that have not converted, drafts a personalized follow-up SMS for each indemnitor via Twilio, and logs every draft in a Google Sheet for your agents to review and approve before any message is sent.
- Every unconverted bail quote gets a personalized follow-up draft within hours, not days
- Agents start each morning with a ready-to-send list rather than searching for cold leads
- No message reaches a defendant or indemnitor without explicit agent approval
Built for bail bondsmen · bail bond agency owners · bail agency sales agents · surety agents
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
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 unconverted quotes
captira.com How to Automate Captira
WebRun opens Captira to find unconverted quotes. - Open Captira and navigate to the prospect pipeline
- Filter for prospects who received a quote in the last 24 to 48 hours but remain in a pending or unconverted status
- Capture the indemnitor name, phone number, defendant name, bond amount, and quote date for each
- Skip any prospect already marked as converted, declined, or contacted today
Done when Every unconverted quote from the last 48 hours is listed with indemnitor contact details.
-
2
Google Sheets - log follow-up drafts
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log follow-up drafts. - Open the Quote Follow-Up Drafts sheet
- Append each prospect as a row with defendant name, bond amount, indemnitor phone, quote date, and the drafted message text
- Set the status column to Draft - Awaiting Agent Review
- Highlight rows where the quote is more than 36 hours old as highest priority
Done when All unconverted quotes are logged with their draft messages in the tracker, awaiting review.
-
3
Twilio - draft follow-up SMS for agent review
twilio.com How to Automate Twilio
WebRun opens Twilio to draft follow-up SMS for agent review. - Draft a short, professional follow-up SMS for each indemnitor using their name, defendant name, and bond amount
- Save each message as a draft in the queue - do not send
- Flag each draft in the Google Sheet so the agent can review, edit, and approve before it is transmitted
Done when Every follow-up SMS is drafted and held for agent approval. No message is sent without 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 texts to indemnitors automatically?
No. Every follow-up SMS is drafted and held for your agent to review and approve before anything is transmitted. WebRun never sends a message to an indemnitor without human sign-off.
How does it know which quotes to follow up on?
It reads the live prospect pipeline status in Captira each morning and targets quotes from the last 24 to 48 hours that remain unconverted, skipping anyone already contacted or declined.
Can I customize the follow-up message it drafts?
Yes. Give WebRun a message template or tone guide once and it will apply it consistently to every draft, inserting the right name, defendant, and bond amount each time.
Related templates
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