Frequently Asked Questions

XactAnalysis, a claims-processing application, and Xactimate, a claims-estimating application, are designed to complement each other.

After an insurance provider receives a claim, they create an assignment in XactAnalysis and send it to a service provider with an XactNet address. XactAnalysis sends an up-to-date, regionally-specific price list along with the assignment.

After accepting the assignment, the service provider completes the required work and creates an estimate in Xactimate. When the service provider marks the estimate complete in Xactimate, it is sent back to XactAnalysis.

For more information about the XactAnalysis/Xactimate workflow, see Getting Started.

The assignment workflow can vary based on unique circumstances. A standard workflow often follows these steps:

1. A claim is reported to an insurance provider.
2. An assignment is sent to a service provider. The service provider receives notification through his or her selected notification method.
3. The assignment is completed by the service provider in Xactimate.
4. The assignment data is uploaded to XactAnalysis SP and added to reports.
5. The assignment data is returned to the insurance provider.
6. The claim is resolved with the customer.

See Getting Started for more information about this workflow and other XactAnalysis features.

The assignment's XactAnalysis Status is updated to Rejected. The insurance provider is notified and reassigns the claim to another adjuster or contractor.

The XASP Assignment Queue is a filter in Search that shows unassigned assignments. From the queue, you can assign one or more assignments to individual XactNet addresses in your organization.

See XASP Assignment Queue for more information.

1. Within the Assignments menu, select Search.
2. Open the Status Type menu.
3. Select XASP Assignment Queue. The page updates to only show assignments that have the In Assign Queue status.

See XASP Assignment Queue for more information.

From the queue, you can assign one or more assignments to individual XactNet addresses in your organization.

To learn how to assign from the XASP Assignment Queue, see Assign from Assignment Queue.

Search is a powerful feature that allows you to filter and view any combination of assignments in your company. You can customize your results by adding columns, using saved column and filter sets, completing actions for selected assignments, and even mapping the locations of your results.

For more information about these options, see Search.

Your company may receive or send test assignments to ensure that your software and notifications are set up correctly. XactAnalysis SP defaults to only showing normal assignments. To view test assignments, perform the following steps:

1. Within the Assignments menu, select Search.
2. In the Filters section, select the More Filters dropdown.
3. Select the Test Assignments filter.
4. Select the Test option.
5. Use the other Search filters and columns as needed. All assignments meeting the search criteria appear.

See Search for more information.

Only contractors qualified for the data set and postal code appear as options to assign in XactAnalysis SP.

You can reassign an assignment in XactAnalysis SP only before it is downloaded by the adjuster or contractor. An assignment that is already downloaded shows Delivered as the XactAnalysis Status and the date and time the assignment was delivered in Assignment Detail.

To reassign an assignment, select Reassign from the Select an Action dropdown menu in the Assignment Detail page. The assignment then shows Reassigned as the XactAnalysis Status and shows the date and time the assignment was reassigned in Assignment Detail.

See Complete actions from the Assignment Detail page for more information.

1. To register for XactAnalysis SP, fill out the form on our registration page. You will receive a confirmation email within a business day.
2. Our customer support team creates your SP user and links it to your XID. Once that is done, they send you an email. You can then log in through your Xactware account.

To add, modify, or delete users in XactAnalysis SP, you must have the User Admin application right.

1. Select User Administration from the Administration menu.
2. Select Add A New User.
3. Enter information about the user in the User Properties fields.
4. Select Save. The Edit User page appears.
5. Add the desired application rights.
6. Select Save.

For more information, see Add Users.

The Personal Rules module offers two types of rules: Personal Rules and Elapsed Time Rules. A personal rule informs the person who created it when an event occurs, and an elapsed time rule informs the person when time has elapsed between two events. For instance, a personal rule can notify users when initial contact has been made, and an elapsed time rule can notify users when 48 hours have passed between initial contact with an insured and an initial inspection.

For more information, see Personal Rule Notifications.

You can add, change, or remove contact methods by selecting Contact Methods from the Administration dropdown menu. See Contact Methods for more information.

You can also set how and when you are notified about assignments, action items, and flooring-analysis information by setting Notification Rules. See Notification Rules for more information.

You must have the Company Admin application right to update company information. For more information about adding rights, see User Rights.

Update users' names and addresses

1. Within the Administration menu, select Company Admin.
2. Select a user name. The Edit User dialog appears.
3. Make the desired changes to the user name and address.
4. Click Save. The user information is updated on the Company Admin page and is updated in any Assignment Detail associated with that user.

Contact the Xactware Sales Department at 1-800-424-9228 (Open Mon.–Fri. 7 AM to 5 PM MDT) to update any other company information, including your company’s billing address.

Contact the Xactware Sales Department at 1-800-424-9228 (Open Monday–Friday 7 AM to 5 PM MDT).

To add, modify, or delete users in XactAnalysis, you must have the User Admin application right.

1. Select User Administration from the Administration menu.
2. Select the checkbox next to the user you want to delete.
3. Click the Select an Action menu.
4. Select Delete Selected User(s). 
5. Select OK.

For more information, see Edit or Delete Users.

Trouble logging in from the XactAnalysis login page

If you can't log in from the XactAnalysis login page, you may need to create an Xactware ID, as all users are now required to use an Xactware ID to log in to XactAnalysis products. See Xactware ID Help for information about creating an Xactware ID and linking it to your XactAnalysis accounts.

Trouble logging in from the XactAnalysis landing page

If you are a new user, you may not have any Data Set / Hierarchy rights or Application rights. Ask your administrator to add these rights for your user. You must have these rights to log in.

If you are not a new user, your XactAnalysis account password may be expired. Select Forgot your password? or ask your account administrator to reset your password for you.

Or

Your account may be locked because of too many failed linking attempts. Contact your account administrator for assistance.

1. Within the Administration menu, select User Information.
2. Select the Edit icon next to the Xactware ID field.

1. On the Xactware ID page, change any of the following: Xactware ID, First Name, Last Name, Phone Number, Alternate Email Address, or Password.
2. Select Save.
3. On the User Information page, select Save.

For more information, see Xactware ID Help.

You can reset your password via the Verisk Identity Server. For more information, see Reset or change password.

1. Within the Administration menu, select User Information.
2. Enter a new password in the Enter New Password field.
3. Verify the password by entering it in the Re-type Password field.
4. Select Update Password.

Visit https://www.verisk.com/resources/system-requirements/xactanalysis-system-requirements/ for system requirements for XactAnalysis SP.

XactAnalysis SP can generate Activity reports to help you monitor adjuster or contractor activity.

1. Within the Reports menu, select Activity Reports.
2. Select a report type from the Report dropdown menu.
3. Use the Office and Sender dropdown menus to filter the data you want displayed in the report.
4. Choose a Start Date and End Date for the report.
5. Select Run Report. The report appears below Report Selections.

For more information, see Activity Reports.

Some insurance providers automatically import pre-existing Valuation Reports into a claim with a matching policy number. The valuation report appears in the Documents tab of the Assignment Detail page.

In XactAnalysis, valuation reports can be imported from either 360Value or the full-featured desktop version of Xactimate. In both products, the valuation report is based on Xactware’s pricing database, researched down to the postal code, and takes into account local socio-economic factors. In XactAnalysis, a valuation report typically describes a property’s replacement cost.

You must first have the Run Management Reports application right. For more information about adding rights, see User Rights.

Generate a report

1. Within the Reports menu, select Management/Activity Reports.
2. Select a report type from the Report dropdown menu.
3. Use the menus, fields, and checkboxes in the Report Criteria and Report Filters sections to filter the data you want displayed in the report.
4. Choose a Start Date and End Date for the report.
5. Select Continue. A confirmation screen appears.
6. Review the information, verify the email address, and select Submit.
7. When the report is ready, you are sent an email with a link to the report. Select the link to view the report.

For more information, see M.I. (Management Information).

The XactAnalysis SP mobile app has been replaced by the newly updated XactAnalysis SP mobile site. As of 15 May 2015, the XactAnalysis SP app is no longer available in the App Store or Google Play Store. To access the updated site, go to https://apps.g1.xactanalysis.com/ using the browser on your mobile device. The mobile site provides all the benefits of the app without the need to download or update.