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Getting Started

Getting Started

What's New

Welcome Page

Assignments

Search

Search

Search Filters

Payment Queue

Assignment Detail

Action Item Centre

Assignment Workflow Status Batch Update

Bulk Assignment Import

Claim View

Assignment Queue

Estimate Review Queue

Estimate Collaboration

Reassign an Assignment

Referral Assignment

Send Work Assignment

Statuses

Video Collaboration

Reports

Insights

Search in Insights

Worksheets and columns

Claims worksheet

Line Item worksheet

Search in Insights

Keywords

Pinboards

Pinboards

Insights overview

Answers

SpotIQ

Insights frequently asked questions

M.I. (Management Information) reports

Activity Reports

Excel Management Reports

Graphical Management Reports

Trend Management Reports

Text Management Reports

Assignment Volume Report

Real-Time Management Dashboard

Administration

User Administration

Assessor/Builder Rotation

Change Passwords

Column Admin

Custom Groups

Desk assessor

Email Template Admin

Estimate Scope Overlap and Item Inclusion Algorithms

Hierarchy

How to Use a Template in an Email

Manage Accounts

Notification Centre

Organisation Hierarchy

Personal Address Book

Personal Rule Notifications

Price Lists

Program Rule Notifications

Qualifications

Qualify and Rotate Data Sets

Queue Admin

Recipient Branch Admin

User Column Admin

User Information

User Rights

XactNet Address Book

XactAnalysis Preferences

Xactware ID Help

All Categories ​>​ ​Getting Started

Getting Started

3 articles

Getting Started

XactAnalysis is the property insurance industry’s first and leading full-cycle claim assignment network, processing more estimates than all other competing property networks combined. Using the XactA…

Updated 3 years ago by Bethany W.

What's New

The XactAnalysis releases contain new features designed to improve your XactAnalysis experience. Highlights from the releases are listed below. For a complete list of changes, please see the release…

Updated 3 years ago by Arianne G.

Welcome Page

The XactAnalysis Welcome page is divided into four sections: menus, customisable icons, Quick Search, and Recently Viewed Assignments. The screen shots in this document are generic, and your company’…

Updated 3 years ago by Bethany W.

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