Overview
Team-wide control room: reporting status, spec claim work, carrier follow-ups, and year-end risk across every group and owner.
Specific Claim Work Queue
Same global spec-claim queue as the work queue page, sorted by age. Use the full work queue for filtering, sorting, search, and export.
| Work item | Status | Age | Request | Flags | Assigned |
|---|---|---|---|---|---|
J. Smith Atlas Tech Group / SL-2026-0151 | Filed, awaiting carrier response | 24d | $120,000 | Advance-funded | |
D. Martinez Pacific Health Network / SL-2026-0145 | Filed, awaiting carrier response | 22d | $25,000 | Advance-funded | |
I. Bennett Cascade Manufacturing / SL-2026-0174 | Need to file | 15d | $145,000 | Advance-funded | |
T. Anderson Cascade Manufacturing / SL-2026-0142 | Carrier requested more info | 14d | $12,000 | Advance-funded | |
R. Patel Northern Logistics Co / SL-2026-0119 | Carrier requested more info | 12d | $88,000 | Advance-funded | |
L. Okafor Cascade Manufacturing / SL-2026-0098 | Carrier denied | 11d | $70,000 | Advance-funded | |
J. Riley Northern Logistics Co / SL-2026-0170 | Need to file | 11d | $75,000 | Standard | |
N. Ito Pacific Health Network / SL-2026-0160 | Need to file | 9d | $3,000 | Standard | |
N. Ali Pacific Health Network / SL-2026-0177 | Filed, awaiting carrier response | 8d | $20,000 | Advance-funded | |
G. Hayes Atlas Tech Group / SL-2026-0072 | Partial reimbursement | 5d | $20,000 | Advance-funded |
Showing the first 10 of 35 outstanding spec claim items.
Team Load
Overdue uses the configured 10-day SLA for this demo.
| Rep | Active | Overdue | Urgent | Response due | Filing | $ at risk | Oldest | Status |
|---|---|---|---|---|---|---|---|---|
MC Maria Chen | 8 | 3 | 8 | 2 | 6 | $422,000 | 15d | 8 urgent |
JT James Torres | 9 | 3 | 5 | 1 | 5 | $627,000 | 24d | 5 urgent |
SP Sarah Park | 7 | 0 | 4 | 2 | 5 | $227,000 | 4d | 4 urgent |
DN David Nguyen | 7 | 1 | 5 | 0 | 5 | $179,000 | 22d | 5 urgent |
AR Aisha Robinson | 4 | 0 | 4 | 0 | 4 | $127,000 | 1d | 4 urgent |
Member Year-End Watch
Members near spec in late policy months.
I. Bennett
Cascade Manufacturing / month 12
197%
$295,000
V. Stone
Cascade Manufacturing / month 12
163%
$245,000
L. Okafor
Cascade Manufacturing / month 12
147%
$220,000
V. Singh
Cascade Manufacturing / month 12
132%
$198,000
T. Anderson
Cascade Manufacturing / month 12
123%
$185,000
D. Cole
Cascade Manufacturing / month 12
119%
$178,000
Group Year-End Watch
Groups in policy month 10-12 with open work.
Cascade Manufacturing
Policy month 12 / Berkley Accident & Health / Tokio Marine HCC
11 actions
49d oldest
Policy month 12Advance fundingOver spec
Pacific Health Network
Policy month 11 / Sun Life Financial / Voya
12 actions
22d oldest
Year-end watchOver specAdvance funding
Northern Logistics Co
Policy month 10 / Berkley Accident & Health / Tokio Marine HCC
10 actions
34d oldest
Year-end watchAdvance fundingOver spec
Reimbursement Aging
30-day default threshold, configurable by customer.
Monthly Reporting
Group packages due, with loss ratio and attachment usage as supporting context.
Amera, Inc. plan
Due Jun 5, 2026
Loss ratio
127.5%
APU
102%
5 open items / 4 pended rows
Phoenix Aerospace Systems
Due Jun 5, 2026
Loss ratio
105.7%
APU
84.6%
6 open items / 1 pended rows
Coastal Retail Group
Due Jun 5, 2026
Loss ratio
102.3%
APU
81.8%
5 open items / 1 pended rows
Bayview Medical Associates
Due Jun 5, 2026
Loss ratio
98.2%
APU
78.6%
4 open items / 1 pended rows
Support Burden Watch
Groups with disproportionate open filing work, pending reimbursement dollars, or aging that could create customer support burden.
| Group | Open spec claims | Loss ratio | Attachment used | Pending reimbursement | Reimbursed YTD | Need to file | Response due | Oldest |
|---|---|---|---|---|---|---|---|---|
| Pacific Health Network Sun Life Financial / 1,253 lives | 11 | 0.0% | 0.0% | $45,000 | $0 | 9 | 0 | 22d |
| Cascade Manufacturing Tokio Marine HCC / 875 lives | 9 | 0.0% | 0.0% | $82,000 | $53,000 | 6 | 2 | 15d |
| Northern Logistics Co Tokio Marine HCC / 937 lives | 7 | 0.0% | 0.0% | $88,000 | $0 | 5 | 1 | 12d |
| Heartland Foods Sun Life Financial / 471 lives | 6 | 0.0% | 0.0% | $55,000 | $22,000 | 3 | 2 | 4d |
| Atlas Tech Group Voya Financial / 1,170 lives | 6 | 0.0% | 0.0% | $180,000 | $50,000 | 2 | 0 | 24d |