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Download the full Smart Auto Assignment overview
Route every claim, exposure, and task to the right queue.
Manual assignment doesn’t scale. Full stop.
Volume increases just mean more files sit in a neglected queue until someone has time to sort them (or you’re expending resources for someone to do it full-time).
Then those same admins are redoing their own work to reassign claims every time an adjuster takes PTO, exceeds their capacity, or the licensing needs for a claim change. Every hand-off adds delays before the work even starts.
Smart auto assignment hands you back the time, resources, and investment spent moving claims manually.
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Automate ownership at ‘claim created’
Assign files to the right adjuster based on the claim-level attributes you define, in the order of priority you designate, on the automated schedule you set.
Build logic based on your rules
Capacity, file ownership, loss types, loss type, tags, and location all determine who’s eligible for what, all in one assignment profile configuration.
Enforce compliance before work starts
Auto assignment checks active licensing and jurisdiction, then confirms a territory match when required to ensure adjusters only receive eligible work.
Launch, iterate, and adjust without code
Cadence, attributes, territories, and individual profile status are all no-code configurable across logic and hierarchy (25% weight to attribute A, 50% to attribute B.)
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Specialized logic for specialty events
Define dedicated logic and specialty assignment rules for high-priority scenarios like CAT events.
Account for the details in task orchestration
Create and assign tasks automatically in workflows in line with task-level rules like authority review and approval.
Route physical damage work where the vehicle is located
Route auto damage claims based on vehicle location when its known to keep routing in the right territories.
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