Assignments

13 articles

Assignment Detail

On the Assignment Detail page, you will see a Detail Summary that includes information about the insured name, claim number, data set, assignee, status, and estimate total. You will also see a Select…

Updated by Arianne G.

Assignment Queue

The Assignment Queue displays all of your unassigned and in-progress assignments on an interactive map. It allows you to filter the assignments displayed on the map and assign them to qualified asses…

Updated by Arianne G.

Reinspection Queue

The Reinspection Queue is a module in XactAnalysis® Quality Review (QR) that places all designated assignments into a list for reinspection. The first half of this guide explains how to access and us…

Updated by Arianne G.

Reinspection Form Scoring

The reinspection form is automatically scored and rated by XactAnalysis® Quality Review (QR) when the form is saved. Scoring and rating is based on the percentage of answers marked Yes out of all the…

Updated by Arianne G.

Claim Review Queue

Sometimes estimates need additional review after an initial estimate review or even after a reinspection. Queue administrators can place these estimates in the Claim Review Queue and then assign them…

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…

Updated by Arianne G.

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 Collaboration

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

Updated by Arianne G.

Reassign an Assignment

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

Updated by Arianne G.

Referral Assignment

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

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…

Updated by Arianne G.

Video Collaboration

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

Updated by Arianne G.