EZLynx Automated Claims Status Follow-Up
Every Monday, WebRun opens EZLynx, finds every open claim linked to your policyholders, drafts a brief status update email for each affected client via Gmail, and logs the current claim status and notes into a Google Sheet so your team always has a live claims register.
How can I automatically send claim status updates to clients without manual follow-up?
WebRun opens EZLynx every Monday, finds every open claim across your policyholder book, drafts a brief status update email in Gmail for each affected client, and logs the current claim status into a Google Sheet claims register. Draft emails wait for staff review before any client receives them.
- Every client with an open claim gets a draft status email prepared each week without manual effort
- The Google Sheet claims register stays current with EZLynx data every Monday
- Staff spend time reviewing and sending updates, not hunting for claim statuses
Built for independent insurance agencies · P&C claims liaison staff · agency owners · CSR teams
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.ezlynx.comin a real browser with your saved login - no setup, no API keys. -
1
EZLynx - find all open client claims and status
ezlynx.com
WebRun opens EZLynx to find all open client claims and status. - Open EZLynx and navigate to the claims section
- Filter for all open or active claims linked to your policyholders
- Capture the client name, claim number, date of loss, carrier, current status, and any recent notes
Done when Every open claim is listed with its current status and any notes from the carrier.
-
2
Gmail - draft client status update emails
gmail.com
WebRun opens Gmail to draft client status update emails. - Draft a brief, empathetic status update email for each client with an open claim
- Include the claim number, current status, and any next steps or expected timeline
- Leave every draft unsent for your team to review before sending
Done when A draft status email is ready in Gmail for every client with an open claim.
-
3
Google Sheets - log claims register with current status
google.com
WebRun opens Google Sheets to log claims register with current status. - Open the agency claims register Google Sheet
- Update the status row for each existing open claim
- Add any new claims opened since the last run as new rows
Done when The Google Sheet claims register reflects the current status of all open claims.
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 claim status emails to clients automatically?
No. Every draft status email is left unsent in Gmail for your team to review, personalize, and send. No message goes to a client without staff approval.
Does it pull the status directly from the carrier?
It reads whatever claim status and notes are recorded in EZLynx. If your team updates EZLynx from carrier communications, those updates are reflected in the next run.
What happens when a claim is closed?
Closed claims are excluded from the open-claims list on the next run. The Google Sheet retains the full history, including the closed date and final status, for your records.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.