What's New
Updated
by
Arianne G.
The XactAnalysis for Service Providers (SP) releases contain new features designed to improve your XactAnalysis SP experience. Highlights from the releases are listed below. For a complete list of changes, please see the release notes on the eService Center.
Features marked with an asterisk (*) are controlled by preferences. To enable these features, please call 1-800-424-9228.
December 5, 2024
New Assignment Detail*
We're enhancing your experience on the Assignment Detail page! This new design is highly customizable, empowering you to create the Assignment Detail page that best suits your needs. If you’d like to preview the new design, please reach out to your customer success manager. Once enabled, you’ll be able to see and use the Preview new design toggle at the top of the page.
For this release, we made several additions and improvements to the new design. First, we added a new Documents card where you can view and add documents.
Next, we updated the design of the Give feedback and Take a tour buttons. The Give feedback button launches a survey where you can tell us what you think about the new design, while the Take a tour button walks you through the different features on the page.
Finally, we adjusted the background color of the new Assignment Detail page to improve the visual contrast.
As we continue to add both new features and features from the previous Assignment Detail, we would love your feedback both on the direction of this page and on the features you would like to see added! Please let us know what you think via the Give feedback button in the design preview or by contacting us through the We’re Listening form.
Other improvements
It’s important to us that our application is accessible for all our customers! With that in mind, we made multiple improvements to the notification pop-up window:
- All triggered notifications are listed in the pop-up window.
- We increased the amount of time that the pop-up window remains visible.
- We changed the colors of the notifications to align with accessibility guidelines.
Previous updates
November 6, 2024
Personal Rules
We added a Save and Duplicate button to the Add Personal Rule window. This allows you to duplicate new and existing personal rules!
This is especially helpful if you have existing personal rules that you would like to copy and apply to a different data set.
Other improvements
Billing for XactAnalysis SP is transitioning to a new Customer Portal. Starting October 1, 2024, you will no longer be able to download invoices from the XactAnalysis Billing Report page. For billing data after September 2024, please use the new Billing (Contractor) liveboard in Insights. This liveboard has the same data as the Billing report, along with additional visualizations and improved customizability!
If you need historical invoices after the transition on October 1, 2024, please reach out to us via phone at 1-800-758-9228 or e-mail at pesxactwarebilling@verisk.com.
July 23, 2024
This release consisted of bug repairs and performance enhancements.
May 9, 2024
This release consisted of bug repairs and performance enhancements.
February 29, 2024
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.
December 7, 2023
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.
September 14, 2023
Search
You can now include dates and date ranges in your saved Search filter sets!
Additionally, the Planned Inspection Date column is now sortable.
June 1, 2023
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.
April 13, 2023
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.*
September 1, 2022
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.
June 2, 2022
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.
