Claims adjusting

Claims adjusting automation templates

12 ready-made workflows for Claims adjusting. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Xactware, Slack and Google Sheets.

Claims adjusting
All categories
Automated Xactware Settlement Variance Flags
Every Monday, WebRun compares final settlement amounts against the Xactimate estimates for recently closed claims, flags files with significant variance, and writes the results to Google Sheets for QA review.
XactwareGoogle Sheets
Automated Xactware Reinspection Worklist
WebRun checks XactAnalysis for claims flagged for reinspection, sorts them by priority and age, and writes a ready-to-action worklist to Airtable each morning.
XactwareAirtable
Automated Xactware Policyholder Update Drafts
WebRun reads the latest claim progress in XactAnalysis, drafts a polite status update email for each policyholder in Gmail, and queues every draft for your adjuster to review and send.
XactwareGmail
Automated Encircle Photo Documentation Check
Before an adjuster submits an estimate in Xactimate, WebRun checks Encircle for required photo coverage and flags any gaps to the adjuster in Slack, preventing estimate rejections.
EncircleXactwareSlack
Automated Claims Missing Documentation Chaser
WebRun checks Encircle and XactAnalysis for open claims missing required photos, reports, or field notes, and posts a daily chaser list to your team in Slack.
XactwareEncircleSlack
Automated Xactware Claim File Aging Report
Every Monday, WebRun pulls aging data from XactAnalysis, groups files by age bracket and claim type, and sends your management team a clear aging report in Slack.
XactwareSlack
Automated Xactware Estimate Approval Queue
WebRun checks XactAnalysis for estimates awaiting approval, identifies how long each has been sitting, and posts a prioritized queue to your team in Google Sheets every morning.
XactwareGoogle Sheets
Automated Xactware Claim Cycle Time Report
Every Monday, WebRun pulls cycle-time data from XactAnalysis, calculates average time per stage, and writes a weekly cycle-time report to Google Sheets so you can see exactly where claims are stalling.
XactwareGoogle Sheets
Automated Xactware Claim Status Digest
Every morning, WebRun opens Xactimate and XactAnalysis, pulls the current status of every open claim, and posts your team a clean summary in Slack so nothing slips through.
XactwareSlack
Automated Xactware Carrier SLA Watchlist
WebRun monitors XactAnalysis daily, identifies claims approaching carrier SLA deadlines, and posts a prioritized at-risk watchlist to Telegram so your team can intervene before a breach.
XactwareTelegram
Automated Xactware Claim Assignment Routing
When new claims arrive in XactAnalysis, WebRun reads the loss type, location, and complexity, matches each claim to the best-fit available adjuster, and posts the routing recommendation to your supervisor in Slack.
XactwareSlack
Automated Xactware Adjuster Workload Digest
Every morning, WebRun reads each adjuster's open-file count and stage breakdown from XactAnalysis and posts a team workload digest to Slack so supervisors can rebalance assignments before overloads develop.
XactwareSlack

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