Assignments

19 articles

Assignment Detail

This article is for the current version of Assignment Detail launched in July 2024. If you need information about the previous version, see the new Assignment Detail article. On the Assignment Detail…

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 Arianne G.

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This article refers to an older version of the Assignment Queue and is no longer being updated.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

Updated by Arianne G.

Assignment Queue by Zip

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 ea…

Updated by Arianne G.

Classic Reinspection Queue

This article refers to an older version of the Reinspection Queue and is no longer being updated. The Reinspection Queue is now a part of Search. Please see our updated article for more information.…

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.

Classic Claim Review Queue

This article refers to an older version of the Claim Review Queue and is no longer being updated. The Claim Review Queue is now a part of Search. Please see our updated article for more information.…

Updated by Arianne G.

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…

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 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…

Updated by Arianne G.

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…

Updated by Arianne G.

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…

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 and activity reporting. In XactAnalysis®, sta…

Updated by Arianne G.

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…

Updated by Arianne G.