What's New

Insights*

Insights, our exciting self-service reporting tool, is now also available in XactAnalysis SP!

Insights lets you analyze your data like never before! Simply type what data you want to see into the search bar, and Insights will create a report for you. From there, you can create interactive graphs and customized liveboards.

If you would like to subscribe to Insights, please contact your account manager.

Search

Finally, we added a new Current Date option in Date Filters. This allows you to create filters that automatically update the To field to the current date.

Send Work Assignment

We added a Year built field to the Policy section in Send Work Assignment!* This field allows you to enter the year the property was built when you create an assignment. You can enter any year between 1600 and the current year.

After you finish creating the assignment, the Year built appears in the Client Policy tab.

Other improvements

Previously, new XactAnalysis users had to manually link their XactAnalysis user to their Xactware ID. Now, XactAnalysis completes this step for new users automatically.

Search

You can now include dates and date ranges in your saved Search filter sets!

Additionally, the Planned Inspection Date column is now sortable.

Create Collaboration 

In anticipation of the future integration of Verisk's Contents Collaboration tool to ClaimXperience, we updated the Create Collaboration button in Assignment Details so that it detects whether the associated instance is for Contents Collaboration or ClaimXperience. 

Now, when you select this button, you will see a customized process for the detected product.  

Search 

Per your feedback, we added a new Roof Damage column and Roof Damage filter to Search! The filter allows you to filter claims by Partial Repair/Replacement, Total Replacement, None, or Both. The column displays the type of roof damage for each claim. 

Search 

Based on your feedback, we made several improvements and additions to our Search feature! First, we added the ability to select multiple assignments in a row at once. You can do this by selecting a checkbox, holding the Shift key, and then selecting another checkbox; all the assignments between them will also be marked as selected.

 We also added a City filter to Search, and we made the City and Date Assigned columns sortable.

 Finally, we added the Preliminary Flood Report and Final Flood Report columns to Search.

Other improvements 

• Now, when you duplicate an assignment, the underwriting company is included in the duplicated information.*  

Interactive User’s Guide updates

We gave our Interactive User’s Guide a facelift! We made several changes to improve its design, format, and functionality.

The Interactive User's Guide also has a new URL. If you have any related bookmarks, you’ll need to update them!

Search updates

We’ve heard your feedback and concerns, and, accordingly, we’ve postponed the retirement of the queues and the Column Admin feature until early 2023. We'll use this extra time to ensure everything you love about these features is incorporated into Search!

New Third Party tab*

We added a Third Party tab to the Assignment Detail page! This tab shows which third-party vendors are available to you and allows you to easily submit order requests to them.

There’s also a table that displays any orders made to your third-party vendors.

Improvements

• We added a Move Project to ClaimXperience button to the XactContents Collaboration Status in Assignment Details.
• The "Queue Type" label has been updated to "Queue Name" throughout the application.

Search updates 

When you try to access the Advanced Search URL, you are now automatically redirected to Search. Additionally, a dialog box appears with an explanation that Advanced Search was retired, and it directs you to helpful guides on this topic. If you have bookmarks set for Advanced Search, you will need to update them for Search. 

Improvements

We added two new text reports to Management Reports. The Average Value report allows you to view value information for estimates in each region or office level, and helps you see geographic or organizational trends in estimate value. The Frequently Used Items report displays the price list items used in a given set of estimates, sorted from most to least frequently used.