Assignments

22 articles

Assignment Detail

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

Updated by Arianne G.

Assignment Detail (New)

This article is for the new version of Assignment Detail launched in July 2024. This new version is still in progress but is available for you to preview and explore. If you need information about th…

Updated by Bethany W.

Send Work Assignment

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

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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This article refers to an older version of the Assignment Queue and is no longer being updated.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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Estimate Review Queue

The Estimate Review Queue is a module that places all designated assignments returned from your adjusters into a list for a desk review. The administrator assigns specific estimates to individual rev…

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Estimate Collaboration

Estimate Collaboration allows a claim rep/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 for…

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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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Statuses

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

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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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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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Action Item Center

The Action Item Center 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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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.

Estimate Reports

Estimates returned from Xactimate typically have the following attached reports in the Documents tab. More reports may appear in the Documents tab for a variety of reasons, including if your company…

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Assign from Assignment Queue by Zip

Select a state in the map. Click a county or zip code area. The assignments are displayed on the Assignment Queue Search Results page. Select the check box for each assignment you want to assign. Sel…

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Benchmark Reports

You can verify hail, lightning, and wind data for assignments with Benchmark. These reports cross-reference the location of a claim and its date of loss with damaging weather conditions. They also pr…

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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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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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