Monitor adjuster workloads and balance the team before files pile up
Every morning, WebRun opens XactAnalysis on xactware.com, reads the open-file count and current stage breakdown for every active adjuster, compares each adjuster's load to your capacity targets, and posts a workload digest to your supervisor Slack channel so imbalances are caught and corrected at the start of each day.
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How do I automatically monitor adjuster workloads in Xactware?
WebRun reads every adjuster's open-file count and stage breakdown from XactAnalysis each morning, compares each load to your capacity targets, and posts a team workload digest to your supervisor Slack channel. Adjusters over or under capacity by more than 20 percent are flagged at the top so supervisors can rebalance before files pile up.
- Overloaded and underloaded adjusters identified every morning before files pile up
- Supervisors get a full team view in Slack without opening XactAnalysis
- Capacity flags enable proactive rebalancing before SLA risk develops
Built for claims supervisors · TPA team managers · independent adjusting firm owners · carrier claims directors
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
xactanalysis.comin a real browser with your saved login - no setup, no API keys. -
1
Xactware - read adjuster open-file counts and stages
xactware.com How to Automate Xactware
WebRun opens Xactware to read adjuster open-file counts and stages. - Open XactAnalysis and navigate to the adjuster or team performance view
- For each active adjuster, read total open files and count per stage: new, in-progress, estimate-pending, approval-pending
- Compare each adjuster's total to your configured capacity target
- Flag adjusters who are over capacity or under capacity by more than 20 percent
Done when Every adjuster has a current open-file count, stage breakdown, and capacity flag.
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2
Slack - post the adjuster workload digest
slack.com How to Automate Slack
WebRun opens Slack to post the adjuster workload digest. - Post a workload digest to the supervisor Slack channel with one row per adjuster
- Show total files, stage breakdown, and a capacity indicator: over, at, or under target
- Lead the message with any adjusters flagged as significantly over or under capacity
- Add a team-total summary line at the bottom with aggregate open count
Done when Supervisors have a full team workload digest in Slack before the workday starts.
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 automatically move files between adjusters when one is overloaded?
No. WebRun surfaces the workload data to supervisors in Slack. Any reassignment decisions are made by a supervisor after reviewing the digest.
What is the capacity target it compares against?
You configure the target open-file count per adjuster during setup. WebRun flags anyone more than 20 percent above or below that number, and you can adjust the threshold at any time.
Can it break down workload by claim type or carrier program?
Yes. During setup you can configure the digest to show stage breakdown by carrier program or claim type, so supervisors see not just how many files but what kind.
Related templates
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