Frequently Asked Questions (2024)

XactAnalysis, a claims-processing application, and Xactimate, a claims-estimating application, are designed to complement each other.

After an insurance provider receives a claim, they create an assignment in XactAnalysis and send it to a service provider with an XactNet address. XactAnalysis sends an up-to-date, regionally specific price list along with the assignment.

After accepting the assignment, the service provider completes the required work and creates an estimate in Xactimate.When the service provider marks the estimate complete in Xactimate, it goes to the Xactimate Outbox. If you are using the desktop version of Xactimate, you must clickConnecton the Xactimate Control Center Dashboard to send the estimate to XactAnalysis.

For more information about the XactAnalysis/Xactimate workflow, seeGetting Startedin the Interactive User's Guide.

The assignment workflow can vary based on unique circ*mstances. A standard workflow often follows these steps:

• A claim is reported to an insurance provider.
• An assignment is sent toa service provider. The service provider receives notification through his or her selected notification method.
• The assignment is completed by theservice providerin Xactimate.
• The assignment data is uploaded to XactAnalysis SP and added to reports.
• The assignment data is returned to the insurance provider.
• The claim is resolved with the customer.

SeeGetting Startedin the Interactive User’s Guide for more information about this workflow and other XactAnalysis features.

The assignment may be in your XASP Assignment Queue.

When an insurance provider sends an assignment to your company, it is placed in the XASP Assignment Queue. This happens even if the insurance company has assigned it to a specificadjusterorcontractorwithin your company. Use the XASP Assignment Queue to assign out work.

SeeXASP Assignment Queuein the Interactive User’s Guide for more information.

If the assignment has been assigned out of the XASP Assignment Queue,you may not have clickedConnectin Xactimate to receive the assignment.

Or

You may have the wrong version of Xactimate. To upgrade your Xactimate version, go to the following website:xactware.com/store/PRODUCTS/Xactimate/Xactimate-Upgrade/1-187.do. Existing Xactimate customers can upgrade to a newer release or service pack for free.

The assignment is sent to your company's XASP Assignment Queue. This happens even if the insurance provider has assigned it to a specificadjusterorcontractorwithin your company. You can then use the XASP Assignment Queue to assign out work.

SeeXASP Assignment Queuein the Interactive User’s Guide for more information.

SelectXASP Assignment Queue®from theAssignmentsdrop-down menu. You will see all assignments currently in your company's Assignment Queue.

SeeXASP Assignment Queuein the Interactive User’s Guide for more information.

1. SelectXASP Assignment Queue®from theAssignmentsdrop-down menu.
2. Select the check boxes for the assignments that you want to assign.
3. SelectAssignfrom theSelect an Actiondrop-down menu, and clickGo.
4. In the Assign dialog box, click theAdjuster/ContractorSmartList button.
5. Search for and select anadjusterorcontractorin the Select Adjuster/Contractor dialog box.
6. ClickAssign.

You can see the name and contact information of the assignedadjusterorcontractorin the Assignee Information section in the Details tab of Assignment Detail. You can also see who assigned the assignment in the Notes tab.

SeeXASP Assignment Queue>Assign from Assignment Queuein the Interactive User’s Guide for more information.

Your company may receive or send test assignments to ensure that your software and notifications are set up correctly. XactAnalysis SP defaults to only showing normal assignments. To view test assignments, perform the following steps:

1. SelectAdvanced Searchfrom theAssignmentsdrop-down menu.
2. Click theTestradio button in theNormal/Testfilter option. Use the other search fields and menus as needed.
3. ClickSubmit. All assignments meeting the search criteria will appear.

SeeAdvanced Searchin the Interactive User’s Guide for more information.

You can reassign an assignment in XactAnalysis SP only before it has been downloaded by the adjuster or contractor. An assignment that has already been downloaded will show Delivered as the XactAnalysis Status and the date and time the assignment was delivered in Assignment Detail.

To reassign an assignment, select Reassign from the Select an Action drop-down menu in the Assignment Detail page. The assignment will then show Reassigned as the XactAnalysis Status and will show the date and time the assignment was reassigned in Assignment Detail.

See Assignment Detail > Perform actions from the Assignment Detail page in the Interactive User's Guide for more information.

1. To register for XactAnalysis SP, fill out the form on our registration page. You will receive a confirmation email within a business day.
2. Our customer support team will create your SP user and link it to your XID. Once that is done, they will send you an email. You will then be able to log in through your Xactware account.

The Personal Rules module offers two types of rules: Personal Rules and Elapsed time Rules. A personal rule informs the person who created it when an event occurs, and an elapsed time rule informs the person when time has elapsed between two events. For instance, a personal rule can notify users when initial contact has been made, and an elapsed time rule can notify users when 48 hours have passed between initial contact with an insured and an initial inspection.

For more information, seePersonal Rulesin the Interactive User’s Guide.

To add, modify, or delete users in XactAnalysis SP, you must have theUser Adminapplication right.

1. SelectUser Administrationfrom theAdministrationmenu.
2. ClickAdd A New User.
3. Enter information about the user in the User Properties fields and clickSave.The Edit User page appears.
4. Add Application Rights. ClickSave.

For more information, seeUser Administration> Add Users in the Interactive User’s Guide.

You can add, change, or remove contact methods by selectingContact Methodsfrom theAdministrationdrop-down menu. SeeContact Methodsin the Interactive User's Guide for more information.

You can also set how and when you are notified about assignments, action items, and flooring-analysis information by setting Notification Rules. SeeNotification Rulesin the Interactive User's Guide for more information.

You must have theCompany Adminapplication right to update company information. For more information about adding rights seeUser Administrationin the Interactive User's Guide.

Update users' names and addresses

1. SelectCompany Adminfrom theAdministrationdrop-down menu.
2. Click a user's name. The Edit User dialog box appears.
3. Make any changes to the user name and address. ClickSave. The user information is updated on the Company Admin page and is updated in any Assignment Detail associated with that user.

Contact the Xactware Sales Departmentat 1-800-424-9228 (Open Mon.–Fri. 7 AM to 5 PM MDT)to update any other company information, including your company billing address.

To add, modify, or delete users in XactAnalysis, you must have theUser Adminapplication right.

1. SelectUser Administrationfrom theAdministrationmenu.
2. Select the check box next to the user you want to delete and clickDelete Selected User(s).ClickOK.

For more information, seeUser Administrationin the Interactive User’s Guide.

Trouble logging in from the XactAnalysis login page

If you can't log in from the XactAnalysis login page you may need to create an Xactware ID, as all users are now required to use an Xactware ID to log in to XactAnalysis products. SeeXactware ID Helpfor information about creating an Xactware ID and linking it to your XactAnalysis accounts.

Trouble logging in from the XactAnalysis landing page

If you are a new user, your user may not have any Data Set / Hierarchy rights or Application rights. Ask your administrator to add these rights for your user. You must have these rights to log in.

If you are not a new user, your XactAnalysis account password may be expired. ClickReset Your Passwordto reset your password. Or your account administrator can reset your password for you.

Or

Your account may be locked because of too many failed linking attempts. Contact your account administrator for assistance.

1. Go to theUser Informationpage in theAdministrationmenu, and click the Edit icon next to the Xactware ID field.

1. On the Xactware ID page, change any of the following:Xactware ID,First Name,Last Name,Phone Number,Alternate Email Address,Password.
2. ClickSave.
3. Save your changes on the User Information page.

1. Go to the User Information page in the Administration menu, and click the Edit icon next to the Xactware ID field.

1. On the Xactware ID page, clickChange Password.
2. On the Change User Password page, enter your old password, then enter your new password.
3. Verify the new password, and clickChange Password.
4. Save your changes on the Xactware ID and User Information pages.

To reset your Xactware ID password, clickI forgot my Xactware ID passwordon the XactAnalysis login page and follow the process to reset your password.

To reset a password for a specific XactAnalysis account, clickI forgot my passwordon the landing page and follow the process to reset the password.

1. Click theAdministrationmenu and selectUser Information.
2. Enter a new password in theEnter New Passwordfield.
3. Verify the password by entering it in theRe-type Passwordfield, and clickUpdate Password.

Visithttp://www.xactware.com/en-us/solutions/claims-management/xactanalysis-sp/system-requirementsfor system requirements for XactAnalysis SP.

XactAnalysis SP can generate Activity reports to help you monitoradjusterorcontractoractivity.

1. SelectActivity Reportsfrom theReportsdrop-down menu.
2. Select a report type from theReportdrop-down menu.
3. Use the menus to filter the data you want displayed in the report.
4. Choose aStart DateandEnd Datefor the report.
5. ClickRun Report. The report appears below the filter options.

For more information, seeActivity Reportsin the Interactive User’s Guide.

XactAnalysis SP can generate Industry Trend reports to help you monitor industry trends and pricing.

1. SelectIndustry Trend Reportsfrom theReportsdrop-down menu.
2. Select a report type from theReportdrop-down menu.
3. Use the menus to filter the data you want displayed in the report. The report appears below the filter options.

For more information, seeIndustry Trend Reportsin the Interactive User’s Guide.

In XactAnalysis, valuation reports can be imported from either 360Value or the full-featured desktop version of Xactimate. In both products, the valuation report is based on Xactware’s pricing database, researched down to thepostal code, and takes into account local socio-economic factors. In XactAnalysis, a valuation report typically describes a property’s replacement cost.

Valuation reports created in both 360Value and the full-featured version of Xactimate look similar. Here is an example of a 360Value valuation report:

You must first have theRun Management Reportsapplication right. For more information about adding rights seeUser Administrationin the Interactive User's Guide.

These steps walk you through generating a report:

1. SelectManagement/Activity Reportsfrom theReportsdrop-down menu.
2. Select a report type from theReportdrop-down menu.
3. Use the menus, fields, and check boxes in the Report Criteria and Report Filters sections to filter the data you want displayed in the report.
4. Choose aStart DateandEnd Datefor the report. ClickContinue.
5. A confirmation screen appears. Review the information, verify the email address, and clickSubmit.
6. When the report is ready, you are sent an email with a link to the report. Click the link to view the report.

For more information, seeManagement Reportsin the Interactive User’s Guide.