Assignments

20 articles

Assignment Detail

The Assignment Detail page displays a Detail Summary that includes the insured name, claim reference, data set, assignee, status, and estimate total. You can use the Select an Action menu to complete…

Updated by Arianne G.

Action Item Centre

The Action Item Centre allows you to easily view, filter, and access the action items for all assignments under your account, based on your user rights. Action items are tasks that are related to the…

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Assignment Workflow Status Batch Update

The Assignment Workflow Status Batch Update feature in XactAnalysis allows you to update the statuses of an entire batch of claims by uploading an Excel spreadsheet with the updated claim information…

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Bulk Assignment Import

The Bulk Assignment Import feature allows you to upload up to 500 assignments into XactAnalysis at a time. The images in this document are generic, and your company’s interface may vary. All import r…

Updated by Arianne G.

Claim View

The Claim View feature allows you to manage multiple assignments linked to the same claim file and gives you an overview of the activities that occur on each of the assignments. This feature is only…

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Classic Assignment Queue

This article refers to an older version of the Assignment Queue and is no longer being updated. The Assignment Queue is now a part of Search. Please see our updated article for more information. The…

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Classic Estimate Review Queue

This article refers to an older version of the Estimate Review Queue and is no longer being updated. The Estimate Review Queue is now a part of Search. Please see our updated article for more informa…

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Classic Payment Queue

This article refers to an older version of the Payment Queue and is no longer being updated. The Payment Queue is now a part of Search. Please see our updated article for more information. The Paymen…

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Estimate Collaboration

Estimate Collaboration allows a claim handler/adjuster who is not the assignee to perform work on a returned estimate without changing the ownership (assignee). When an estimate has been checked out…

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Reassign an Assignment

You can reassign assignments to an adjuster/contractor or to the Assignment Queue of a data set. Individual assignments can be reassigned from Assignment Detail or multiple assignments can be reassig…

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Referral Assignment

While completing an estimate, an adjuster or contractor may need the assistance of additional adjusters or contractors with specific areas of expertise, such as contents or roofing specialists. They…

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Send Work Assignment

Using the Send Work Assignment form, you can create assignments and send them to adjusters and contractor s electronically via XactAnalysis®. You can then track and evaluate the assignments using oth…

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Share media files between assignments

The Share media files feature allows you to share documents, photos, and sketches from one assignment to another when the assignments share the same claim reference or risk address. This eliminates t…

Updated by Arianne G.

Statuses

Statuses mark an assignment’s progress and provide benchmarks you can use in assignment searches, personal and program rule notifications, and management information reporting. In XactAnalysis®, stat…

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Video Collaboration

The video collaboration feature allows XactAnalysis users to hold video chat sessions with users of the ClaimXperience™ mobile app. During the chat session, the mobile app user can record video and t…

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