Kick off new TPA client onboarding without lifting a finger
When a new plan sponsor is added in PensionPro, WebRun creates the plan record in ftwilliam.com, generates a standard onboarding task list in PensionPro, drafts a personalized welcome email for the sponsor in Gmail for staff review, and pings the assigned administrator in Slack so onboarding begins the same day.
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How can I automatically kick off onboarding when a new retirement plan client is added?
When a new plan sponsor is added in PensionPro, WebRun creates the plan record in ftwilliam.com, generates a standard onboarding task list with deadlines in PensionPro, drafts a personalized welcome email in Gmail for staff review, and pings the assigned administrator in Slack, so onboarding starts the same day without manual setup.
- New plan record in ftwilliam.com created within minutes of sponsor entry in PensionPro
- Onboarding task list with deadlines ready before staff even opens their inbox
- Duplicate sponsor records prevented by EIN check before creation
Built for retirement plan TPAs · 401(k) third-party administrators · pension administration firms · ERISA service providers
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.pensionpro.comin a real browser with your saved login - no setup, no API keys. -
1
PensionPro - detect new plan and create task list
pensionpro.com
WebRun opens PensionPro to detect new plan and create task list. - Detect the new plan sponsor entry in PensionPro
- Capture the plan name, sponsor EIN, plan type (401k, profit sharing, DB), plan year-end date, and assigned staff member
- Create a standard onboarding task list in PensionPro with due dates for census collection, document preparation, and first-year compliance testing
Done when The new plan has an onboarding task list in PensionPro with assigned deadlines.
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2
ftwilliam.com - create plan record
ftwilliam.com How to Automate ftwilliam.com
WebRun opens ftwilliam.com to create plan record. - Open ftwilliam.com and create a new plan record with the sponsor EIN, plan name, plan type, and plan year-end date
- Set up the plan in the appropriate modules: plan documents, compliance testing, and 5500 forms
- Leave all settings at defaults pending the sponsor's completed intake form
Done when The new plan record is created in ftwilliam.com and staged in all relevant modules.
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3
Gmail - draft welcome email for review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft welcome email for review. - Draft a welcome email to the plan sponsor introducing their assigned TPA contact
- Include the onboarding checklist: items the sponsor needs to supply (census template, plan specs, signed service agreement)
- Save the email as a Gmail draft - do not send until the assigned staff member reviews and personalizes it
Done when A draft welcome email is queued in Gmail for staff review.
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4
Slack - notify assigned administrator
slack.com How to Automate Slack
WebRun opens Slack to notify assigned administrator. - Post a message to the onboarding channel mentioning the assigned staff member
- Include the new plan name, sponsor, plan type, and a link to the PensionPro task list
- Confirm that the ftwilliam.com record has been created and the Gmail draft is ready for review
Done when The assigned staff member has a Slack notification with all onboarding details.
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 the welcome email to the new sponsor automatically?
No. The welcome email is saved as a Gmail draft. A staff member must review, personalize, and send it. Nothing goes to the sponsor without human approval.
What plan types does it support for onboarding?
It handles 401(k), profit sharing, defined benefit, and other plan types recordable in PensionPro and ftwilliam.com. The onboarding task list adjusts to the plan type selected.
What if the new plan sponsor was already a client under a different plan?
WebRun checks the sponsor EIN against existing ftwilliam.com records before creating a new entry. If a record exists, it adds the new plan to the existing sponsor profile instead of creating a duplicate.
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