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XactAnalysis Training eCourse Outline

XactAnalysis Training: XactAnalysis is the only full-cycle claims analytical and reporting tool available in the property insurance industry.

XactAnalysis Training teaches the viewer all XactAnalysis processes, from creating and sending assignments, to reviewing losses, and adding users, contractors, and adjusters. It also teaches users how to create and view activity and management reports, monitor live performance, and interpret industry trends, which helps them monitor data and catch errors. In addition, the course teaches users how to set up collaborations, organize contractors and adjusters into hierarchies, and set up program rules that can notify them when certain criteria are met.

  • The Assignment Cycle
    • 01 - Introduction to XactAnalysis
    • 02 - Creating a Work Assignment or EDI
    • 03 - After the Assignment Is Sent
    • 04 - The Estimate Is Returned
  • Setting Up Contractors and Adjusters
    • 01 - Qualifying an Assignee to Receive Assignments
    • 02 - Setting Up an Assignee to Receive Notifications
    • 03 - Setting up an Assignee's Service Area
    • 04 - XactNet Address Book
    • 05 - Assignee Certification
  • The Assignment Queue
    • 01 - The XactAnalysis Assignment Queue
    • 02 - The Assignment Queue by ZIP
    • 03 - The Assignment Queue Search Results
  • Working with Assignments
    • 01 - Assigning a Desk Adjuster
    • 02 - Resending an Assignment
    • 03 - Resending an Original Assignment
    • 04 - Reassigning an Assignment
    • 05 - Emailing an Assignment
    • 06 - Editing an Assignment's CAT Code
    • 07 - Creating a Duplicate Assignment
    • 08 - Creating a Referral Assignment
    • 09 - Downloading Assignment Details
    • 10 - Saving Documents
    • 11 - Sending Read-only Estimates
    • 12 - Requesting Geomni Roof
  • Estimate Collaboration
    • 01 - Defining the Collaborator's Role
    • 02 - Setting up a Collaborator
    • 03 - Assigning a Collaborator
    • 04 - The Collaboration Assignment in XactAnalysis
  • The Estimate Review Queue
    • 01 - Setting Up a User as a Reviewer
    • 02 - Creating Estimate Review Queue Rules
    • 03 - Assigning an Estimate for Review
    • 04 - Reassigning an Estimate Review
    • 05 - Accepting an Estimate Review
    • 06 - Reviewing an Estimate's Statuses
    • 07 - Reviewing an Estimate with Audit Report Findings
    • 08 - Reviewing an Estimate's Sketch page
    • 09 - Creating an Action Item
    • 10 - Reviewing an Action Item Comment and Using Notes
    • 11 - Updating an Estimate Review with Exceptions
    • 12 - Completing an Estimate Review
  • Setting up Users
    • 01 - Adding a New User
    • 02 - Editing a New User's Rights
    • 03 - Editing Multiple Users' Rights
    • 04 - Program Rules--Setting Up Who Receives Notifications
    • 05 - Program Rules--Defining Notifications
    • 06 - Personal Rules
    • 07 - Column Management
    • 08 - User Column Management
  • Organizational Hierarchies
    • 01 - Adding a Region
    • 02 - Adding a District
    • 03 - Adding Adjusters
  • Monitoring Performance
    • 01 - Getting Started
    • 02 - Monitoring Claim Trends
    • 03 - Monitoring the Activity and Volume of Claims
    • 04 - Audit Reports
    • 05 - Using Management and Activity Reports
  • Monitoring Performance after a Catastrophe
    • 01 - Getting Started
    • 02 - Assignment Volume
    • 03 - Claim Trends
    • 04 - Reviewing Claim Documents
    • 05 - Management/Activity Reports
  • Monitoring Industry Trends
    • 01 - Getting Started
    • 02 - Drilling Down
    • 03 - Report Plot Points
    • 04 - Comparing Trends
    • 05 - Retail Labor Trends