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Claims Automation

Workflow Automation Built for Insurance Claims Operations

Set it up once. Let it run every claim.

ECode Pro automates the routine work in your claims operation — assignment, escalation, diary generation, task creation, and payment routing — so your adjusters spend their time on claims judgment, not administrative checklists.

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Automation Dashboard
Auto-Assigned Today
18 claims
Escalations Fired
3
Tasks Created
47
Diary Entries Generated
31
Recent Activity
Claim #4841
Auto-assigned to J. Torres — expertise match
2m ago
Claim #4798
Escalated — authority limit reached
5m ago
Claim #4821
Diary task generated — 15-day contact due
8m ago
Claim #4799
Payment approval routed to director
15m ago
The Problem

Your Adjusters Are Spending 30 Percent of Their Day on Tasks That Should Run Automatically

Every claim that comes in requires a series of decisions and actions that are almost entirely predictable — who to assign it to, what the first diary entry should be, when the first contact deadline falls, what tasks need to be created for this claim type. Experienced adjusters perform these steps correctly. But they still have to do them manually, one at a time, for every single claim.

In a 30-claim caseload, that manual overhead adds up to two to three hours per week per adjuster. Across a team of 20 adjusters, that is 40 to 60 hours per week of routine administrative work that could run automatically.

ECode Pro builds automation rules around your claims workflow — not generic software workflow. When a new property claim comes in from a specific carrier, it gets assigned to an adjuster with the right expertise, the correct diary entries are created with state-specific deadlines, and the standard task checklist for that claim type is populated. All of it happens before any human touches the file.

Without ECode Pro

Adjusters manually creating the same task checklists for every new claim
Assignment handled by whoever is available rather than who is best suited
Diary deadlines not set until an adjuster has time to review the file
Escalations triggered by supervisor check-in calls rather than system rules
Payment approval routed through email with no audit trail or deadline enforcement
With ECode Pro: Every routine action automated. Every adjuster focused on claims judgment.
Everything Included

Every Feature You Need

No add-ons. No hidden tiers. Included with every ECode Pro subscription.

Auto-Assignment Engine

New claims route automatically to the right adjuster based on expertise tags, license state, current workload, and carrier preference. No dispatcher. No manual review. The right adjuster gets the claim within seconds of intake.

Automated Diary Generation

Required diary actions are created automatically at claim opening based on the loss state and claim type. Florida 10-day contact, Texas 15-day acknowledgment — every state requirement calculated and scheduled without anyone having to remember.

Task Checklist Automation

Standard task sets for each claim type populate automatically. Residential water loss gets the water loss checklist. Commercial fire gets the commercial fire checklist. New adjusters follow the same workflow as 20-year veterans.

Authority Escalation Rules

When a reserve change or payment request exceeds configured limits, the escalation happens automatically — routed to the right approver with deadline enforcement. No email chains. No missed approvals.

Reserve Adequacy Alerts

When a claim develops beyond its initial reserve, ECode Pro flags it automatically — alerting the adjuster and supervisor before the file reaches an audit or causes a financial reporting problem.

SLA Deadline Enforcement

Every carrier SLA you have configured gets monitored automatically. When a claim approaches a breach, alerts fire to the adjuster, team lead, and supervisor in time to act — not after the breach has already occurred.

We had an adjuster out sick for two weeks during a CAT deployment. ECode Pro kept running their claims — all the diary entries were firing, all the task deadlines were tracked. When they came back, nothing had fallen through.

Sandra T.
Claims Manager
Customer Result

Automation That Keeps Claims Moving When Life Does Not

Adjuster administrative time reduced by 58% on automated workflows
New claim setup time dropped from 25 minutes to under 2 minutes
Zero missed diary deadlines in the first 6 months after automation went live
CAT surges handled at 3x prior volume without adding dispatch staff
Payment approval cycle time reduced from 4 days to under 6 hours
See How It Works →

Frequently Asked Questions

Common questions before your demo.

Yes. Every automation rule in ECode Pro is configurable — assignment criteria, task checklists by claim type, diary requirements by state, escalation thresholds by carrier. Your operations team manages them through the admin panel without needing developers.
Every automated action can be overridden by an authorized user. The override is logged with the user, reason, and timestamp. Automation in ECode Pro is a starting point, not a constraint.
Yes. Automation rules can be configured per carrier. Carrier A might require a different initial task checklist than Carrier B for the same claim type. Each configuration is independent.
Yes. CAT mode adjusts automation rules to handle surge volume — faster assignment cycling, expanded territory boundaries, adjusted diary requirements for CAT-specific regulatory guidance. CAT mode activates with a single toggle.

See Claims Automation in Action

Book a 30-minute demo and see how ECode Pro automates your claims workflow from intake to close.

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