Claims / Claims inventory
A clean desk list, with cover for a colleague built in
Every adjuster sees their own claims. The claims grant adds everyone’s claims and View As, so a team leader covering for a colleague on leave works their list — with every action recorded under the team leader’s own name.
One search box finds any claim the person may see by claim number, policy number, insured or claimant, or phone — across the whole book, not just their desk.
The question this answers
What happens to a claim nobody has been given yet?
It waits in the Assignment Queue, with the reason it was not assigned written beside it. With automatic assignment on, claims route themselves by territory, license, authority and workload; the ones that cannot are explained, never lost.
How work is found and owned
List, cover, assign
Filter And Sort
Status, any of 28 loss types, and claim type — filtered on the claim’s computed type, never its number prefix. Columns sort; 30 claims per page.
View As
Pick a colleague, “My Claims” or “Unassigned” and work that list. Every action is recorded under your own name.
One Editor At A Time
Opening a claim takes its edit lock. Anyone else may still read it, with a banner naming who is editing.
Deadlines Book-wide
Compliance Deadlines shows every clock across the operation — overdue, critical within 3 days, upcoming and on track.
What a supervisor sees
The inventory as a management surface
The same records that adjusters work are the ones supervisors manage from, which removes the usual gap between the operational view and the reporting view.
View
What it carries
Claims Inventory
Claim number, date filed, type, insured, adjuster, status, reserve and priority
Assignment Queue
Every unassigned claim with its reason, plus coverage lines needing a specialist
QA Dashboard
Pending authority requests, closed-claim reviews and expired diaries by adjuster
SLA Dashboard
First contact within 24 hours, reserve set within 3 days, acknowledgement by state requirement
Adjuster Performance
Each adjuster’s own score, open claims, closed claims and cycle time
Where we are honest
Assignment is a starting point
Automatic assignment removes the wait. It does not know everything a supervisor knows.
It Starts Switched Off
A new organization assigns by hand until an administrator turns automatic assignment on.
Workload Is Not Judgment
The platform assigns by rule. A supervisor who knows an adjuster is buried reassigns, and that change is recorded.
Masked After Closure
A closed claim past your masking period shows masked personal details in the list, for everybody.
Read next
Bring a claim that sat for two days
Ask why it sat. Then look at what the Assignment Queue would have said about it, and who it would have gone to.