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Claims Assignment

Intelligent Work Queue Management for Claims Organizations

Every claim gets to the right adjuster. No manual routing. No missed assignments.

ECode Pro's assignment engine routes incoming claims based on adjuster expertise, current workload, license state, and carrier-specific rules — automatically. Supervisors get real-time visibility into team utilization without status calls.

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Queue Dashboard — Live
Unassigned Claims
3
Avg Queue Depth
24.8
Assigned Today
18
At Capacity
2 adjusters
Recent Activity
Claim #4841
New — assigned to J. Torres
2m ago
Claim #4840
Reassigned — capacity limit
5m ago
Claim #4838
CAT pool — available
8m ago
Claim #4837
Escalated — complex commercial
15m ago
The Problem

Your Best Adjusters Are Overloaded and Your Least Experienced Ones Are Underutilized — Because Nobody Can See the Full Picture

Manual claim assignment is one of the most time-consuming and error-prone processes in claims management. A new claim comes in. Someone decides who to assign it to, usually based on who they know is available — not who actually has capacity. The same three adjusters get the complex files because they are trusted. New adjusters sit at 60 percent utilization while veterans are at 120 percent.

The result is predictable: your best adjusters burn out, your developing adjusters do not grow fast enough, and claims fall behind because no one caught the utilization imbalance before it became a performance problem.

ECode Pro's assignment engine makes assignment decisions based on objective data — expertise match, current claim count, performance history, license state, and carrier-specific requirements — and surfaces the right adjuster for every claim without anyone having to check a spreadsheet.

Without ECode Pro

New claims sitting unassigned while supervisors track down availability
Overloaded adjusters missing deadlines on claims at the bottom of their queue
New adjusters underutilized while experienced ones burn out
No visibility into team utilization until performance already suffers
CAT surges causing assignment chaos and delayed response
With ECode Pro: Every claim assigned in under 60 seconds. Team utilization visible in real time.
Everything Included

Every Feature You Need

No add-ons. No hidden tiers. Everything below included with every ECode Pro subscription.

Auto-Assignment Engine

New claims are routed automatically based on adjuster expertise tags, current claim count versus target capacity, license state for the loss location, and carrier-specific adjuster preference lists. The right adjuster gets the claim without anyone having to think about it.

Real-Time Utilization Dashboard

Supervisors see exactly how many active claims each adjuster is carrying, their utilization percentage versus target capacity, and which adjusters have bandwidth for new assignments — all updated in real time as claims open and close.

Manual Override

Supervisors can override any auto-assignment with a single click and reassign a claim to a different adjuster. The reason for reassignment is logged. Auto-assignment rules continue to apply to new incoming claims.

CAT Surge Scaling

During catastrophic events, the assignment engine can be switched to CAT mode — which reassigns territory boundaries, expands adjuster capacity targets, and routes all new claims to the CAT pool. Scaling up takes minutes, not days.

Workload Balancing Alerts

When any adjuster reaches 90 percent of their target capacity, supervisors receive an automatic alert. The system suggests available adjusters for redistribution. No claim falls behind because a bottleneck went unnoticed.

Performance-Based Routing

Over time, ECode Pro tracks each adjuster's cycle time, supplement rate, and customer satisfaction by claim type. High-complexity claims can be automatically routed to adjusters with the strongest performance record for that type.

"

I used to spend every Monday morning reassigning claims because the weekend team had stacked everything on two adjusters. Now the system balances it automatically. My Monday mornings are actually useful now.

TR
Tamara R.
Director of Claims Operations
Customer Result

35% Reduction in Average Days to Close Through Better Assignment

National TPA Services manages claims for 11 carrier clients across 28 states with a team of 34 adjusters. Assignment was handled manually by two supervisors who divided their day between claim reviews and adjuster management. Utilization was inconsistent — senior adjusters averaged 118 percent of target capacity while junior adjusters averaged 64 percent.

After implementing ECode Pro work queues, utilization variance across the team dropped from 54 percentage points to 12. Claims assigned to appropriately matched adjusters closed 35 percent faster on average. Both supervisors redirected the time previously spent on assignment management to quality review and adjuster coaching.

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Frequently Asked Questions

Everything you need to know before your demo.

The engine evaluates four factors in order: license state match (required), expertise tag match (weighted), current utilization versus target capacity (weighted), and carrier preference list (if applicable). The adjuster with the highest composite score gets the assignment.
Yes. Target capacity can be set individually per adjuster or by adjuster tier (senior, journeyman, entry level). The utilization dashboard compares each adjuster's actual load to their individual target.
Unassigned claims appear in a priority queue visible to all supervisors. An alert fires immediately if a claim remains unassigned for more than a configured time threshold. The system flags the reason no auto-assignment was made.
CAT mode expands territory boundaries, increases capacity targets, and routes all new claims to a designated CAT adjuster pool. It activates with a single toggle and can be applied to specific geographic areas or the entire operation.
Carrier access to workload data is configurable. Carriers can be granted read-only access to their own claims' assignment status without seeing other clients' data or overall team utilization.

See Work Queue Management in Action

Book a 30-minute demo and see how ECode Pro routes and balances claims across your adjuster team.

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