Follow up on open quotes before they go cold
Every morning, WebRun opens AgencyZoom, finds quotes in the new-business pipeline that have gone quiet, drafts a tailored follow-up email to each prospect in Gmail, leaves them unsent for review, and posts producers a Slack list of open quotes that need a nudge today.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I follow up on open insurance quotes automatically?
Every morning, WebRun opens AgencyZoom and finds new-business quotes that have sat without activity, capturing each prospect, the line quoted, and the premium. It drafts a friendly follow-up per prospect in Gmail, leaves every message unsent for the producer to review, and posts a Slack list, so open quotes get nudged before they go cold.
- Quiet quotes surface every morning, not after they close elsewhere
- Each follow-up is drafted and ready to send in seconds
- Producers see open quotes on their own pipeline daily
Built for independent insurance agencies · P&C producers · agency sales teams · new-business managers
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.agencyzoom.com/loginin a real browser with your saved login - no setup, no API keys. -
1
AgencyZoom - find quiet quotes
agencyzoom.com
WebRun opens the AgencyZoom pipeline to find quotes that have gone quiet. - Open AgencyZoom and view the new-business sales pipeline
- Find quote-stage opportunities with no activity past your follow-up threshold
- Capture each prospect, the line quoted, the premium, and the assigned producer
Done when Every quiet quote in the pipeline has been captured with its prospect and producer.
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2
Gmail - draft quote follow-ups
gmail.com How to Automate Gmail
WebRun drafts a follow-up per prospect and leaves it unsent. - Draft a short, friendly follow-up for each prospect referencing the line and premium quoted
- Invite them to ask questions or move ahead, keeping it easy to reply
- Save each as a draft and leave it unsent for the producer to review and send
Done when Each quiet quote has a follow-up draft saved and unsent in Gmail.
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3
Slack - post quotes to nudge
slack.com How to Automate Slack
WebRun posts the open quotes with follow-up drafts waiting. - Post a short list of open quotes that now have a follow-up draft waiting
- Group by producer and note the line, premium, and days quiet
- Leave sending to producers. Never email a prospect on its own
Done when Producers have today's list of quotes to nudge in Slack.
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 email prospects on its own?
No. Every follow-up is saved as a Gmail draft and left unsent. The producer reviews and sends each one. WebRun finds the quiet quotes and writes the drafts, but no prospect email goes out without a human.
How does it decide a quote has gone quiet?
It reads the new-business pipeline in AgencyZoom and selects quote-stage opportunities with no activity past your follow-up threshold, so only genuinely stalled quotes get a draft.
Can it route quotes to the right producer?
Yes. Each quote carries its assigned producer in AgencyZoom, so the Slack list is grouped by owner and every producer sees the open quotes on their own pipeline.
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