Automated Xactware Claim Assignment Routing
Every morning, WebRun opens XactAnalysis on xactware.com, finds newly arrived unassigned claims, reads each claim's loss type, location, and estimated complexity, matches each file to the best-fit available adjuster based on current workload and specialty, and posts a routing recommendation list to your supervisor in Slack for quick approval and assignment.
How do I automatically route new claim assignments to the right adjuster?
WebRun checks XactAnalysis every morning for newly arrived unassigned claims, reads each file's loss type, location, and complexity, and matches it against adjuster specialty and current workload. A routing recommendation for each claim is posted to your supervisor in Slack so new files are assigned by noon on day one.
- New claims matched to the right adjuster on day one, not day three
- Supervisors approve routing with one glance at Slack instead of manual triage
- Adjuster workload balanced automatically across the team
Built for claims supervisors · TPA assignment teams · independent adjusting firm managers · 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 - find new unassigned claims and read adjuster workloads
xactware.com
WebRun opens Xactware to find new unassigned claims and read adjuster workloads. - Open XactAnalysis and filter to claims received in the past 24 hours with no adjuster assigned
- For each claim, read the loss type, cause of loss, zip code, and estimated reserve value
- Check the current open-claim count for each adjuster to identify capacity
- Match each new claim to an adjuster with matching specialty and available capacity, flagging the top recommendation and a backup
Done when Every new unassigned claim has a primary and backup adjuster recommendation with the matching rationale.
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2
Slack - post routing recommendations for supervisor review
slack.com
WebRun opens Slack to post routing recommendations for supervisor review. - Post a routing recommendation card to the supervisor Slack channel for each new claim
- Show claim number, loss type, location, reserve value, recommended adjuster, and reason for the match
- Include a backup adjuster option on each card
- Summarize the total number of new claims at the top of the message
Done when The supervisor has a Slack message per new claim with a routing recommendation ready to action.
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 assign claims in XactAnalysis automatically?
No. WebRun posts routing recommendations to the supervisor in Slack. The supervisor approves and makes the assignment in XactAnalysis. No claim is auto-assigned without a human decision.
How does it match claims to adjusters?
It reads each new claim's loss type and location against each adjuster's specialty and current open-file count in XactAnalysis to find the best available match.
What if no adjuster has capacity for a new claim?
WebRun flags the claim as needing capacity review in the Slack message and leaves the supervisor to decide whether to override, bring in a vendor, or hold the assignment.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.