Frequently Asked Questions

Assignment questions. How do XactAnalysis and Xactimate interact? XactAnalysis, a claims-processing application, and Xactimate, a claims-estimating application, are designed to complement each other.…

Add users

Instance admins can add XactAnalysis SP adjuster accounts for their users using Xactimate Admin. For more information, see Add XactAnalysis SP adjuster accounts in Xactimate Admin. Click Add a New Us…

Getting Started

XactAnalysis for Service Providers (SP) is a secure online management tool for service providers such as insurance repair contractors, cleaning specialists, and independent adjusters. Along with prov…

Dates and times in XactInsights

Starting on July 31, 2025, all dates within XactInsights are displayed as Coordinated Universal Time (UTC), the global time standard used to ensure consistency and avoid ambiguity across different ti…

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…

Assignment Detail

The Assignment Detail page hosts a Detail Summary that includes the insured name, claim number, data set, assignee, status, and estimate total. Assignment Detail also has a Select an Action menu you…

What's New

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 ch…

XactAnalysis Billing Report

Billing for XactAnalysis SP moved to a new Customer Portal on October 1, 2024. Due to this transition, you will no longer be able to download invoices from the XactAnalysis Billing Report page. For…

Notification Rules

In Notification Rules, adjusters and contractors (assignees) can instruct insurance companies (assignors) how and when to notify them when assignments are sent to them, action items are created for t…

Contact Methods

Contact Methods enables you to maintain a list of methods that insurance companies (assignors) can use to contact your company or employees (assignees). See Notification Rules to apply these contact…

Xactware ID Help

You need an Xactware ID to access your XactAnalysis® products and accounts. This document describes how to create and manage your Xactware ID, reset your password, link your XactAnalysis accounts to…

What's New in XactInsights

XactInsights releases contain new features designed to improve your Insights experience. Highlights from the releases are listed below. For a complete list of changes, please see the release notes in…

Search overview

On the Search tab, simply type what data you want to see into the search bar, and XactInsights will create a report for you. Your results will appear as either a table or a chart, which you can chang…

Disable Pop-up Blockers

In order to use certain features in XactAnalysis, you may need to disable your browser's pop-up blocker. XactAnalysis works best on supported browsers. Please see XactAnalysis System Requirements to…

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…