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Getting Started

Getting Started

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Using artificial intelligence in XactAnalysis

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Action Item Center

Assign from Assignment Queue by Zip

Assignment Workflow Status Batch Update

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XactInsights

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Worksheets and columns

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XactXpert Rule Alerts worksheet

XactXpert Line Item Summary Differences worksheet

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Search overview

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Liveboards

Liveboards overview

Present a liveboard

What's New in XactInsights

XactInsights overview

Answers

SpotIQ

XactInsights frequently asked questions

Dates and times in XactInsights

Removing tags in XactInsights

Using formulas in XactInsights

Management and Activity Reports

Activity Reports

Excel Management Reports

Graphical Management Reports

Industry Trend Reports

Trend Management Reports

Text Management Reports

Ad Hoc Reports

A.M. Best Industry Ranking in Management Reports

Assignment Volume Report

Average Depreciation Percentage

Real-Time Management Dashboard

Performance Scorecard Thresholds

Administration

User Administration

User Administration

Automation

Bulk User Import

Adjuster/Contractor Rotation

Change Passwords

Column Admin

Coverage Areas

Custom Groups

Desk Adjuster

Email Template Admin

Estimate Scope Overlap and Item Inclusion Algorithms

Hierarchy

How to Use a Template in an Email

License Admin

Manage Accounts

Notification Center

Organization Hierarchy

Personal Address Book

Personal Rule Notifications

Price Lists

Program Rule Notifications

Qualifications

Qualify and Rotate Data Sets

Queue Admin

Recipient Branch Admin

Status Admin

User Column Admin

User Information

User Rights

XactNet Address Book

XactAnalysis Preferences

Xactware ID Help

Dates and times in XactInsights

Starting on July 31, 2025, all dates within XactInsights are displayed as Coordinated Universal Time (UTC), the global time standard used to ensure consistency and avoid ambiguity across different ti…

Assignment Detail

This article is for the current version of Assignment Detail. If you need information about the new version, see the new Assignment Detail article. The Assignment Detail page displays a Detail Summar…

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…

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…

Search overview

The Search tab is only available to author users in XactInsights. For more information on the differences between authors and viewers, please see Authors and Viewers. On the Search tab, simply type w…

Removing tags in XactInsights

Tags are labels used to organize and locate content within Answers and Liveboards. In XactInsights, tags are created by Verisk to classify and identify content in these areas. Users can apply filters…

Estimate Review Queue

This article refers to the new version of the Estimate Review Queue that is a part of Search. For information on the old Estimate Review Queue, please see our Classic Estimate Review Queue article. P…

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…

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…

Payment Queue

This article refers to the new version of the Payment Queue that is a part of Search. For information on the old Payment Queue, please see our Classic Payment Queue article. Please note that the Clas…

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…

Assignment Queue

This article refers to the new version of the Assignment Queue that is a part of Search. For information on the old Assignment Queue, please see our Classic Assignment Queue article. Please note that…

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…

Xactware ID Help

You need an Xactware ID to access your XactAnalysis® products and accounts. This document describes how to create and manage your Xactware ID, reset your password, link your XactAnalysis accounts to…

Qualifications

In the Qualifications module, you can qualify adjusters and contractors to receive assignments via XactAnalysis®. You can also edit their settings, add notifications, and perform a number of other ac…

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