Quality Review Management Reports

The following Quality Review management reports are available in XactAnalysis® Quality Review (QR), depending on your company’s settings and your rights. See Management and Activity Reports for help with generating reports.

Estimate Reinspection Questions Criteria

This report displays the percentage of estimates categorized as Effective, Ineffective, or N/A for each category on the Reinspection Form. Only the most current completed reinspection for each estimate is included in the report.

• Select a bar in the graph or a link in the table to see company-wide data for that category. In the company-wide level, select your company name or bars in the graph to see data for other levels of your hierarchy.
• Hover over the bars in the graph to see the number of estimates.

Reinspection Questions Criteria graph

This graph shows the percentage of estimates that were effective, ineffective, and N/A for the following categories on the Reinspection Form: Coverage Verifications, Customer Services, and Investigate Assignment.

Table columns

Estimates: Total number of estimates

Effective: Number of estimates rated Effective

% Effective: Percentage of estimates rated Effective

Ineffective: Number of estimates rated Ineffective

% Ineffective: Percentage of estimates rated Ineffective

N/A: Number of estimates rated Not Applicable

%N/A: Percentage of estimates rated Not Applicable

Table rows

Reinspection Form categories

Data Set (Safe Haven): Totals

Estimate Reinspection Results by Category

This report displays the number and value of overwrites and underwrites reported during the reinspection process for each price list category. Only the most current completed reinspection for each estimate is included in the report.

• Select a bar in the graph or a link in the table to see data for other levels of your hierarchy.
• Hover over the bars in the graph to see the total value.

Overwrite Amounts graph

This graph shows the average overwrite dollar amounts for the categories that were selected in the Estimate Exceptions section of the Reinspection Form.

Underwrite Amounts graph

This graph shows the average underwrite dollar amounts for the categories that were selected in the Estimate Exceptions section of the Reinspection Form.

Table columns

Estimates Reinspected: Number of estimates reinspected

Reinspected onsite: Number of estimates reinspected onsite

# Overwrites: Number of reinspected estimates with overwrites

Total $ Overwrites: Total value of overwrites

Avg $ Overwrites Per Estimate:  Average value of overwrites per estimate (Total $ Overwrites / Estimates Reinspected)

# Underwrites: Number of reinspected estimates with underwrites

Total $ Underwrites: Total value of underwrites

Avg $ Underwrites Per Estimate: Average value of underwrites per estimate (Total $ Underwrites / Estimates Reinspected)

Avg Estimate Value:  Average estimate value (Total Estimate Value / Estimates Reinspected)

# QA Approved: Number of QA approved estimates

Total Estimate Value: Total estimate value

Table rows

Price list categories

Data Set (Safe Haven): Totals

Estimate Reinspection Results by Cause of Loss

This report displays the number and value of overwrites and underwrites reported during the reinspection process for each cause of loss. Only the most current completed reinspection for each estimate is included in the report.

• Select a bar in the graph or a link in the table to see data for other levels of your hierarchy.
• Hover over the bars in the graph to see the total value.

Overwrite Amounts graph

This graph shows the average overwrite dollar amounts for the cause of loss categories.

Underwrite Amounts graph

This graph shows the average underwrite dollar amounts for the cause of loss categories.

Table columns

Estimates Reinspected: Number of estimates reinspected

Reinspected onsite: Number of estimates reinspected onsite

# Overwrites: Number of reinspected estimates with overwrites

Total $ Overwrites: Total value of overwrites

Avg $ Overwrites Per Estimate: Average value of overwrites per estimate (Total $ Overwrites / Estimates Reinspected)

# Underwrites: Number of reinspected estimates with underwrites

Total $ Underwrites: Total value of underwrites

Avg $ Underwrites Per Estimate: Average value of underwrites per estimate (Total $ Underwrites / Estimates Reinspected)

Avg Estimate Value: Average estimate value (Total Estimate Value / Estimates Reinspected)

# QA Approved: Number of QA approved estimates

Total Estimate Value: Total estimate value

Table rows

Cause cause of loss categories

Data Set (Safe Haven): Totals

Estimate Reinspection Results by Reason

This report displays the number and value of overwrites and underwrites reported during the reinspection process for each reason on the Reinspection Form. Only the most current completed reinspection for each estimate is included in the report.

• Select a bar in the graph or a link in the table to see data for other levels of your hierarchy.
• Hover over the bars in the graph to see the total value.

Overwrite Amounts graph

This graph shows the average overwrite dollar amounts for the reasons that were selected in the Estimate Exceptions section of the Reinspection Form.

Underwrite Amounts graph

This graph shows the average underwrite dollar amounts for the reasons that were selected in the Estimate Exceptions section of the Reinspection Form.

Table columns

Estimates Reinspected: Number of estimates reinspected

Estimates Reinspected with Findings: Number of estimates reinspected with findings

Reinspected Onsite: Number of estimates reinspected onsite

# Overwrites: Number of reinspected estimates with overwrites

Total $ Overwrites: Total value of overwrites

Avg $ Overwrites Per Estimate: Average value of overwrites per estimate (Total $ Overwrites / Estimates Reinspected)

Total Overwrites to Total Estimate $: Ratio of total overwrites value to total estimate value

# Underwrites: Number of reinspected estimates with underwrites

Total $ Underwrites: Total value of underwrites

Avg $ Underwrites Per Estimate: Average value of underwrites per estimate (Total $ Underwrites / Estimates Reinspected)

Total Underwrites to Total Estimate $: Ratio of total underwrites value to total estimate value

Avg Estimate Value: Average estimate value (Total Estimate Value / Estimates Reinspected)

# QA Approved: Number of QA approved estimates

Total Estimate Value: Total estimate value

Table rows

Reason categories

Data Set (Safe Haven): Totals

Estimate Reinspection Results by Type of Loss

This report displays the number and value of overwrites and underwrites reported during the reinspection process for each type of loss on the Reinspection Form. Only the most current completed reinspection for each estimate is included in the report.

• Select a bar in the graph or a link in the table to see data for other levels of your hierarchy.
• Hover over the bars in the graph to see the total value.

Overwrite Amounts graph

This graph shows the average overwrite dollar amounts for types of loss.

Underwrite Amounts graph

This graph shows the average underwrite dollar amounts for types of loss.

Table columns

Estimates Reinspected: Number of estimates reinspected

Reinspected onsite: Number of estimates reinspected onsite

# Overwrites: Number of reinspected estimates with overwrites

Total $ Overwrites: Total value of overwrites

Avg $ Overwrites Per Estimate: Average value of overwrites per estimate (Total $ Overwrites / Estimates Reinspected)

# Underwrites: Number of reinspected estimates with underwrites

Total $ Underwrites: Total value of underwrites

Avg $ Underwrites Per Estimate: Average value of underwrites per estimate (Total $ Underwrites / Estimates Reinspected)

Avg Estimate Value: Average estimate value (Total Estimate Value / Estimates Reinspected)

# QA Approved: Number of QA approved estimates

Total Estimate Value: Total estimate value

Table rows

Type of Loss categories

Hierarchy level (Kansas): Totals

 Reinspection Questions Criteria by Reinspector 

This report displays the percentage of estimates categorized as Effective, Ineffective, or N/A for each category on the Reinspection Form. Only the most current completed reinspection for each estimate is included in the report.

• Select a bar in the graph or a link in the table to see data for other levels of your hierarchy, including by reinspector.
• Hover over the bars in the graph to see the number of estimates.

Reinspection Questions Criteria graph

This graph shows the percentage of estimates that were effective, ineffective, and N/A for the following categories on the Reinspection Form: Coverage Verifications, Customer Services, and Investigate Assignment.

 

Table columns

Estimates: Total number of estimates

Effective: Number of estimates rated Effective

% Effective: Percentage of estimates rated Effective

Ineffective: Number of estimates rated Ineffective

% Ineffective: Percentage of estimates rated Ineffective

N/A: Number of estimates rated Not Applicable

%N/A: Percentage of estimates rated Not Applicable

Table rows

Reinspection Form categories

Data Set (Safe Haven): Totals

   

Reinspection Questions Criteria by Adjuster

This report displays the reinspection form questions by the adjuster who originally wrote the estimate. It shows the total number of Yes, No, and Not Applicable responses to each question on the reinspection form. This enables you to determine how your adjusters are evaluated by reinspectors and find areas for improvement. Only the most current completed reinspection for each estimate is included in the report.

• Select an adjuster link to see other levels of you hierarchy, including individual estimates.

Columns

Adjuster: The name and XactNet address of the adjuster who completed the estimates

Questions: Each question from the reinspection form. These questions vary by company.

Total Reinspections: Number of estimates completed by the adjuster that have been reinspected

Total Yes Responses: Number of Yes responses by question  

Total No Responses: Number of No responses by question

Total N/A Responses: Number of Not Applicable responses by question

Estimate Recipient Reinspection Summary

This report displays the reinspection activity for original recipients’ estimates, and calculates reinspection activity totals for a data set. Only the most current completed reinspection for each estimate is included in the report.

Columns

Recipient: Individual who wrote the original estimate

Total Estimates: Total number of estimates

Assigned: Number of estimates assigned to a recipient

Reinspected: Number of estimates reinspected

Payment Review: Number of payment reviews

Onsite: Number of onsite reviews/reinspections completed onsite

Required Response: Number of estimates marked Response Required

Awaiting Response: Number of estimates awaiting response

# Overwrites Found: Number of overwrites found in reinspected estimates

# Underwrites Found: Number of underwrites found in reinspected estimates

$ Overwrites Found: Value of overwrites found

$ Underwrites Found: Value of underwrites found

$ Total: Total value of overwrites and underwrites ($ Overwrites Found + $ Underwrites Found)

Estimate Total: Total estimate value

% Deviation: Percentage the reinspection deviated from the original estimate total

Economic Opportunity: The sum of overwrites minus the sum of underwrites

% Economic Opportunity: Economic Opportunity’s percentage of Original Estimate Value

Estimate Reinspector Summary

This report displays the reinspection activity for reinspectors. This report also includes reinspections completed for reassigned estimates. Only the most current completed reinspection for each estimate is included in the report.

Columns

Reinspector: Individual assigned to reinspect the estimate

Assigned: Number of reinspections assigned

Reinspected: Number of reinspections completed

Payment Review: Number of estimates with a payment review reinspected

Onsite: Number of reinspections completed onsite

Required Response: Number of reinspections with a required response

Awaiting Response: Number of reinspections awaiting response

# Overwrites Found: Number of overwrites found in reinspected estimates

# Underwrites Found: Number of underwrites found in reinspected estimates

$ Overwrites Found: Value of overwrites found

$ Underwrites Found: Value of underwrites found

$ Total: Total value of overwrites and underwrites ($ Overwrites Found + $ Underwrites Found)

Avg/ Reinspect Time (Days): Average time to complete a reinspection

Estimate Total: Total estimate value

% Deviation: Percentage the reinspection deviated from the original estimate total

Post Review Adjustment: Value of post-review adjustments

Economic Opportunity: The sum of overwrites minus the sum of underwrites

% Economic Opportunity: Economic Opportunity’s percentage of Original Estimate Value

Estimate Recipient Reinspection Summary—Filtered

This report compares a reinspection to a filtered section of an estimate rather than the estimate total. The data in this report comes from filtered reinspections performed in Xactimate.

Columns

Recipient: Individual who wrote the original estimate

Total Estimates: Total number of estimates

Assigned: Number of estimates assigned to an assignee

Reinspected: Number of estimates reinspected

Payment Review: Number of payment reviews

Onsite: Number of reviews/reinspections completed onsite

Required Response: Number of estimates marked Response Required

Awaiting Response: Number of estimates awaiting responses

# Overwrites Found: Number of overwrites found in reinspected estimates

# Underwrites Found: Filtered Value of underwrites found

$ Overwrites Found: The value of overwrites found within the selected area

$ Underwrites Found: Filtered Value of underwrites found

$ Total: Filtered Total Value of overwrites and underwrites ($ Overwrites Found + $ Underwrites Found)

Filtered Total: Total value for filtered area

% Deviation: Percentage the reinspection deviated from the filtered value

Economic Opportunity: The sum of overwrites minus the sum of underwrites for the filtered estimate

% Economic Opportunity: Economic Opportunity's percentage of the filtered value

Onsite vs. Desk Reinspection

This report compares onsite reinspections with desk reinspections, helping you see the effectiveness of each. Only the most current completed reinspection for each estimate is included in the report.

Columns

Reinspection Type: Desk or Onsite

Estimates Reinspected: Number of estimates reinspected

Original Estimate Amount: Original estimate dollar amount

Total $ Overwrites: Dollar amount of overwrites

Total $ Underwrites: Dollar amount of underwrites

Difference Found: Dollar amount difference between original estimates and reinspections

Difference %: Percentage difference between reinspection value and original estimate value

Economic Opportunity: The difference of the sum of overwrites and the sum of underwrites (Total $ Overwrites – Total $ Underwrites)

% Economic Opportunity: Economic Opportunity’s percentage of Original Estimate Value

Reinspector Productivity

This report displays reinspections data by reinspector, helping you monitor reinspector productivity. Only the most current completed reinspection for each estimate is included in the report.

Columns

Reinspector: Reinspector name

Assigned: Reinspections assigned

Reinspected: Completed reinspections

Onsite: Onsite reinspections completed

Original Estimate Amount: Original estimate dollar amount

Reinspection Amount: Reinspection dollar amount

Difference Found: Dollar amount difference between original estimates and reinspections (Reinspection Amount - Original Estimate Amount)

Loss Containment %: Percentage difference between reinspection value and original estimate value

Economic Opportunity: The sum of overwrites minus the sum of underwrites (Total $ Overwrites – Total $ Underwrites)

% Economic Opportunity: Economic Opportunity’s percentage of Original Estimate Value

Total $ Overwrites: Total dollar amount of overwrites

Total $ Underwrites: Total dollar amount of underwrites

Reinspector Productivity—Filtered

This report tracks the changes a reinspector makes based on the total of the line items, rather than the total estimate amount. The data in this report comes from filtered reinspections performed in Xactimate.

Columns

Reinspector: Reinspector name

Assigned: Number of reinspections assigned

Reinspected: Completed reinspections

Onsite: Onsite reinspections completed

Filtered Estimate Amount: The total estimate dollar amount, based on line items

Filtered Reinspection Amount: Reinspection dollar amount based on filtered total

Difference Found: Dollar amount difference between original estimates and reinspections (Reinspection amount - Filtered Estimate Amount)

Loss Containment %: Percentage difference between reinspection value and filtered estimate value

Economic Opportunity: The sum of overwrites minus the sum of underwrites for the filtered estimate

% Economic Opportunity: Economic opportunity's percentage of filtered estimate value

Filtered Dollar Overwrites: Filtered dollar amount of overwrites for line items changed

Filtered Dollar Underwrites: Filtered dollar amount of underwrites for line items changed

Vendor Reinspection

This report displays reinspection data by vendor (claim rep / contractor), helping you monitor vendor productivity. Only the most current completed reinspection for each estimate is included in the report.

Columns

Claim Rep/Contractor: Claim rep / contractor name

Estimates Reinspected: Number of estimates reinspected

Original Estimate Amount: Original estimate dollar amount

Reinspection Amount: Reinspection dollar amount

Difference Found: Dollar amount difference between original estimates and reinspections (Reinspection Amount - Original Estimate Amount)

Difference %: Percentage difference between reinspection value and original estimate value

Economic Opportunity: The sum of overwrites minus the sum of underwrites (Total $ Overwrites – Total $ Underwrites)

% Economic Opportunity: Economic Opportunity’s percentage of Original Estimate Value

Total $ Overwrites: Total dollar amount of overwrites

Total $ Underwrites: Total dollar amount of underwrites

Estimate Claim Review Questions Criteria

This report displays the percentage of estimates categorized as Effective, Ineffective, or N/A for each category on the Claim Review Form. Only the most current completed claim review for each estimate is included in the report.

Select a bar in the graph or a link in the table to see data for other levels of your hierarchy.

Hover over the bars in the graph to see the number of estimates.

Claim Review Questions Criteria graph

This graph shows the percentage of estimates that were effective, ineffective, and N/A for the following categories on the Claim Review Form: Administrative Elements and Technical Elements.

Table columns

Estimates: Total number of estimates

Effective: Number of estimates rated Effective

% Effective: Percentage of estimates rated Effective

Ineffective: Number of estimates rated Ineffective

% Ineffective: Percentage of estimates rated Ineffective

N/A: Number of estimates rated Not Applicable

%N/A: Percentage of estimates rated Not Applicable

Table rows

Claim Review Form categories

Data Set (Safe Haven): Totals

Estimate Claim Review Results by Category

This report displays the number and value of overwrites and underwrites reported during the claim review process for each price list category. Only the most current completed claim review for each estimate is included in the report.

• Select a bar in the graph or a link in the table to see data for other levels of your hierarchy.
• Hover over the bars in the graph to see the total value.

Overwrite Amounts graph

This graph shows the average overwrite dollar amounts for the categories that were selected in the Estimate Exceptions section of the Claim Review Form.

Underwrite Amounts graph

This graph shows the average underwrite dollar amounts for the categories that were selected in the Estimate Exceptions section of the Claim Review Form.

Table columns

Estimates Reviewed: Number of estimates reviewed

# Overwrites: Number of reinspected estimates with overwrites

Total $ Overwrites: Total value of overwrites

Avg $ Overwrites Per Estimate:  Average value of overwrites per estimate (Total $ Overwrites / Estimates Reviewed)

# Underwrites: Number of reinspected estimates with underwrites

Total $ Underwrites: Total value of underwrites

Avg $ Underwrites Per Estimate: Average value of underwrites per estimate (Total $ Underwrites / Estimates Reviewed)

Avg Estimate Value: Average estimate value (Total Estimate Value / Estimates Reviewed)

# QA Approved: Number of QA approved estimates

Total Estimate Value: Total estimate value

Table rows

Price list categories

Data Set (Safe Haven): Totals

Estimate Claim Review Results by Cause of Loss

This report displays the number and value of overwrites and underwrites reported during the claim review process for each cause of loss. Only the most current completed claim review for each estimate is included in the report.

• Select a bar in the graph or a link in the table to see data for other levels of your hierarchy.
• Hover over the bars in the graph to see the total value.

Overwrite Amounts graph

This graph shows the average overwrite dollar amounts for the cause of loss categories.

Underwrite Amounts graph

This graph shows the average underwrite dollar amounts for the cause of loss categories.

Table columns

Estimates Reviewed: Number of estimates reviewed

# Overwrites: Number of reinspected estimates with overwrites

Total $ Overwrites: Total value of overwrites

Avg $ Overwrites Per Estimate: Average value of overwrites per estimate (Total $ Overwrites / Estimates Reviewed)

# Underwrites: Number of reinspected estimates with underwrites

Total $ Underwrites: Total value of underwrites

Avg $ Underwrites Per Estimate: Average value of underwrites per estimate (Total $ Underwrites / Estimates Reviewed)

Avg Estimate Value: Average estimate value (Total Estimate Value / Estimates Reviewed)

# QA Approved: Number of QA approved estimates

Total Estimate Value: Total estimate value

Table rows

Cause of Loss categories

Data Set (Safe Haven): Totals

Estimate Claim Review Results by Reason

This report displays the number and value of overwrites and underwrites reported during the claim review process for each estimate exceptions reason on the Claim Review Form. Only the most current completed claim review for each estimate is included in the report.

• Select a bar in the graph or a link in the table to see data for other levels of your hierarchy.
• Hover over the bars in the graph to see the total value.

Overwrite Amounts graph

This graph shows the average overwrite dollar amounts for the reasons that were selected in the Estimate Exceptions section of the Claim Review Form.

Underwrite Amounts graph

This graph shows the average underwrite dollar amounts for the reasons that were selected in the Estimate Exceptions section of the Claim Review Form.

Table columns

Estimates Reviewed: Number of estimates reviewed

Estimates Reviewed with Findings: Number of estimates reviewed with findings

# Overwrites: Number of reinspected estimates with overwrites

Total $ Overwrites: Total value of overwrites

Avg $ Overwrites Per Estimate: Average value of overwrites per estimate (Total $ Overwrites / Estimates Reviewed)

Total Overwrites to Total Estimate $: Ratio of total overwrites value to total estimate value

# Underwrites: Number of reinspected estimates with underwrites

Total $ Underwrites: Total value of underwrites

Avg $ Underwrites Per Estimate: Average value of underwrites per estimate (Total $ Underwrites / Estimates Reviewed)

Total Underwrites to Total Estimate $: Ratio of total underwrites value to total estimate value

Avg Estimate Value: Average estimate value (Total Estimate Value / Estimates Reviewed)

# QA Approved: Number of QA approved estimates

Total Estimate Value: Total estimate value

Table rows

Estimate Exceptions reasons

Data Set (Safe Haven): Totals

Estimate Claim Review Results by Type of Loss

This report displays the number and value of overwrites and underwrites reported during the claim review process for each type of loss on the Claim Review Form. Only the most current completed claim review for each estimate is included in the report.

• Select a bar in the graph or a link in the table to see data for other levels of your hierarchy.
• Hover over the bars in the graph to see the total value.

Overwrite Amounts graph

This graph shows the average overwrite dollar amounts for types of loss.

Underwrite Amounts graph

This graph shows the average underwrite dollar amounts for types of loss.

Table columns

Estimates Reviewed: Number of estimates reviewed

# Overwrites: Number of reinspected estimates with overwrites

Total $ Overwrites: Total value of overwrites

Avg $ Overwrites Per Estimate: Average value of overwrites per estimate (Total $ Overwrites / Estimates Reviewed)

# Underwrites: Number of reinspected estimates with underwrites

Total $ Underwrites: Total value of underwrites

Avg $ Underwrites Per Estimate: Average value of underwrites per estimate (Total $ Underwrites / Estimates Reviewed)

Avg Estimate Value: Average estimate value (Total Estimate Value / Estimates Reviewed)

# QA Approved: Number of QA approved estimates

Total Estimate Value: Total estimate value

Table rows

Type of Loss categories

Hierarchy level (Kansas): Totals

Estimate Calibration Results by Reason

This report displays the number and value of overwrites and underwrites reported during the calibration process for each reason on the Calibration Form. Only the most current completed calibration for each estimate is included in the report.

• Select a bar in the graphs or a link in the table to see data for other levels of your hierarchy.
• Hover over the bars in the graph to see the total value. Subjective describes defines recommend

Overwrite Amounts graph

This graph shows the average overwrite dollar amounts for the following reason categories: material identification, overlap, quality selection, and scope.

Underwrite Amounts graph

This graph shows the average underwrite amounts for the following reason categories: material identification, overlap, quality selection, and scope.

Table columns

Estimates Calibrated: Number of estimates calibrated

Estimates Calibrated with Findings: Number of estimates calibrated with findings

# Overwrites: Number of reinspected estimates with overwrites

Total $ Overwrites: Total value of overwrites

Avg $ Overwrites Per Estimate: Average value of overwrites per estimate (Total $ Overwrites / Estimates Calibrated)

Total Overwrites to Total Estimate $: Ratio of total overwrites value to total estimate value

# Underwrites: Number of reinspected estimates with underwrites

Total $ Underwrites: Total value of underwrites

Avg $ Underwrites Per Estimate: Average value of underwrites per estimate (Total $ Underwrites / Estimates Calibrated)

Total Underwrites to Total Estimate $: Ratio of total underwrites value to total estimate value

Avg Estimate Value: Average estimate value (Total Estimate Value / Estimates Reinspected)

# QA Approved: Number of QA approved estimates

Total Estimate Value: Total estimate value

Table rows

Reason categories

Data Set (Safe Haven): Totals

Calibration Activity

The Calibration Form contains questions regarding the administrative and technical elements of the estimating process. This report displays the calibrator’s answers to these questions for each adjuster/contractor, helping you see adjuster/contractors’ effectiveness. You can view this information for each level of your hierarchy, including for individual adjusters/contractors. Only the most current completed calibration for each estimate is included in the report.