Track every open application and get a daily status digest
Every morning, WebRun opens EZLynx, finds every policy application currently in progress, notes the status stage, the assigned producer, and how many days the application has been open, logs the data to a Google Sheet tracker, and posts a Slack digest grouped by producer so stalled applications are visible immediately.
- No credit card
- Under $0.01 per run
- Cancel anytime
How can I automatically track open policy applications and spot stalled ones every day?
WebRun checks EZLynx every morning for all open policy applications, logs each one to a Google Sheet tracker with the stage, producer, and days open, and posts a Slack digest grouped by producer. Applications stalled beyond 10 days are flagged automatically so managers can intervene before a sale is lost.
- Stalled applications are flagged automatically every morning before a producer has to ask
- Managers get a full pipeline view grouped by producer without pulling EZLynx reports
- The Google Sheet gives a running history of every application and its stage progression
Built for independent insurance agencies · P&C producers · agency sales managers · agency owners
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.ezlynx.comin a real browser with your saved login - no setup, no API keys. -
1
EZLynx - collect status of all open applications
ezlynx.com How to Automate EZLynx
WebRun opens EZLynx to collect status of all open applications. - Open EZLynx and navigate to the quotes or applications pipeline
- Filter for all applications currently in an open or pending status
- Capture the applicant name, policy type, carrier, current stage, assigned producer, and days open
Done when Every open application is listed with its stage, producer, and age.
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2
Google Sheets - log application pipeline to tracker
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log application pipeline to tracker. - Open the application pipeline tracker Google Sheet
- Update the status and age for existing open applications
- Add any new applications opened since the last run
Done when The Google Sheet tracker reflects the current status of all open applications.
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3
Slack - post daily digest grouped by producer
slack.com How to Automate Slack
WebRun opens Slack to post daily digest grouped by producer. - Post a daily application status digest to the agency Slack channel
- Group applications by assigned producer and flag any open more than 10 days
- Include a link to the full Google Sheet tracker for reference
Done when The team has today's open application digest in Slack with stalled items clearly flagged.
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
Does it change any application statuses in EZLynx?
No. WebRun reads application statuses from EZLynx but never updates, submits, or modifies any record. All data changes are made by your team.
What does 'stalled' mean in the digest?
By default, any application open for more than 10 days without a status change is flagged as stalled. You can adjust this threshold when you configure the workflow.
Can producers see only their own applications in the Slack digest?
The default digest is grouped by producer in a shared channel. If you prefer, you can configure it to send each producer a private Slack message with only their own open applications.
Related templates
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