What's New in Insights

Updated by Arianne G.

XactAnalysis Insights releases contain new features designed to improve your Insights experience. Highlights from the releases are listed below. For a complete list of changes, please see the release notes in the eService Center.

February 28, 2024

We added several new columns to various worksheets in Insights! You can find nine of the new columns in the Claims and Reinspections worksheets:

  • Structural Estimate Amount
  • Other Structures Estimate Amount
  • Contents Estimate Amount
  • Structural Deductible Amount
  • Other Structures Deductible Amount
  • Contents Deductible Amount
  • Structural Policy Limit Amount
  • Other Structures Policy Limit Amount
  • Contents Policy Limit Amount

These nine columns show the estimate amount, deductible, and policy limit for three common coverage types: structural, other structures, and contents.

We also added two new columns—Item Overhead Total Amount and Item Profit Total Amount—to the Line Item, Line Item Summary, Contractor Line Item, and Industry Line Item Data worksheets. These columns allow you to view overhead and profit at the line item level.

Finally, we added a Coverage Name column to the Line Item and Line Item Summary worksheets. This column displays the name attached to a coverage type in Xactimate.

Previous updates

January 24, 2024

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You asked, we delivered! Per your feedback, we added 13 new dimension columns to the Claims and Line Item Summary worksheets. These columns display dimension amounts from the Grand Total Areas section in Xactimate’s Report Rough Draft:

  • Ceiling Square Feet: This column shows the SF Ceiling amount.
  • Exterior Wall Square Feet: This column shows the Exterior Wall Area amount.
  • Floor Square Feet: This column shows the SF Floor amount.
  • Interior Wall Square Feet: This column shows the Interior Wall Area amount.
  • Sketch Floor Square Feet: This column shows the Floor Area amount.
  • Sketch Floor Square Feet Total: This column shows the Total Area amount.
  • Sketch Roof Hip Linear Feet: This column shows the Total Hip Length amount.
  • Sketch Roof Perimeter Linear Feet: This column shows the Total Perimeter Length amount.
  • Sketch Roof Ridge Linear Feet: This column shows the Total Ridge Length amount.
  • Sketch Roof Square Feet: This column shows the Surface Area amount.
  • Sketch Roof Squares: This column shows the Number of Squares amount.
  • Walls and Ceiling Square Feet: This column shows the SF Walls and Ceiling amount.
  • Walls Square Feet: This column shows the SF Walls amount.
December 13, 2023

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Per your feedback, we added multiple new columns to the Claims worksheets!

We added two columns related to Xactimate mobile, named Xactimate Mobile Count and Xactimate Mobile Used. The Xactimate Mobile Used column indicates whether Xactimate mobile was used in the claim process. The Xactimate Mobile Count column shows the number of claims that used Xactimate mobile.

We also added three columns concerning the labeling of photos: All Photos Labeled, Labeled Photos Count, and Unlabeled Photos Count. The All Photos Labeled column indicates whether all photos in a claim have labels. Labeled Photos Count and Unlabeled Photos Count show the number of labeled and unlabeled photos, respectively.

Finally, we added a new Owner column. This column displays the name of the project owner as specified in Xactimate projects.

In addition to the Claims worksheets, we also added the new Owner column to Line Item and Line Item Summary.

Liveboards

We made multiple updates to the Response Time and Response Time Workdays liveboards!

First, we added tabs for different response times, such as Contacted to Inspected Days, Inspected to Returned Days, Received to Returned Days, and more. We also updated the visualizations to align with the metrics for each tab.

Additionally, we improved the functionality and design of the KPI charts at the top of both liveboards. These KPI charts now, by default, show the data for the current month. Each KPI chart also has its own trend line.

November 1, 2023

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Per your feedback, we added multiple new columns to the Claims worksheets.

To the Claims 101 worksheet, which is for carriers, we added First Assigned Estimate Reviewer and First Proxy Assigned Estimate Reviewer. To the Claims 102 worksheet, which is for proxy companies, we added First Assigned Estimate Reviewer, First Carrier Assigned Estimate Reviewer, and Carrier Estimate Reviewer.

The First Assigned Estimate Reviewer column displays the name of the first reviewer assigned to an estimate. This can differ from the existing Estimate Reviewer column, which displays the name of the user who completed the estimate review.

The First Proxy Assigned Estimate Reviewer shows carrier users the first proxy reviewer for an estimate, whereas the First Carrier Assigned Estimate Reviewer shows proxy users the first carrier reviewer assigned to an estimate.

Finally, the Carrier Estimate Reviewer column helps proxy users see if the user who completed the estimate review was from a carrier company.

Liveboards

We added two new KPI charts to the Price Deviation liveboard: Total Summary Item Amount and Total Summary Item Amount Variation.

We also improved the functionality and design of the KPI charts at the top of the following liveboards:

• ClaimXperience Policyholder Collaboration

• ClaimXperience Usage

• Contractor Activity

• Price Deviation

These KPI charts now, by default, show the data for the current month. Each KPI chart also has its own trend line.

September 27, 2023

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Previously, the QA Approved Status column was only present in the Claims worksheet. This column indicates whether an assignment was approved by Quality Assurance. Per your feedback, the QA Approved Status column is now also available in the Line Item and Line Item Summary worksheets.

We added two new columns to the Claims, Line Item, Industry Claim Data, Industry Line Item Data, and Line Item Summary worksheets: First Received Date and Last Received Date.

First Received Date displays the original received date for an assignment, regardless of any reassignments. Last Received Date displays an assignment’s most recent received date, including any reassignments.

We also added a Carrier Desk Adjuster column to the Claims, Line Item, Line Item Summary, and Performance Scorecard worksheets for proxy companies. This new column allows proxy companies to see the carrier desk adjuster that is associated with an assignment.

Liveboards

We moved the content of the Assignment Volume liveboard to a new tab in the Assignment Activity liveboard. This new, combined liveboard is called Assignment Activity and Volume.

The old Assignment Volume liveboard will be removed in the next Insights release.

We also improved the functionality and design of the KPI charts at the top of several liveboards:

  • Assignment Activity and Volume
  • Average Value
  • Benchmark Hail Analysis
  • Closure Summary
  • Claim Xperience Line Item Usage
  • ClaimXperience Line Item Policyholder Collaboration
  • Line Item

These KPI charts now, by default, show the data for the current month. Each KPI chart also has its own trend line.

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