Adjuster license numbers in Xactimate Admin
Updated
by
Jill Bowers
Users can enter adjuster license numbers in the Preferences section of Instances in XactAdmin. Using adjuster license numbers helps ensure that adjusters are compliant with certain legal requirements.
Add new adjusters
XactAdmin users can easily enter adjuster numbers when adding new adjusters by following the steps below.
- From within XactAdmin, select Instances.
Note: If you have more than one instance, select an instance from the Instances table. If you have only one instance, no Instances table appears and you are taken to the Users tab.
- Select Preferences.
- Scroll down to the Personnel section.
- Select the menu icon to the right of the Claim rep field. A Select claim rep dialog appears.
- Select Add claim rep. This opens the Add claim rep box.
- Fill out the Add claim rep form with information about the new claim representative.
- To add adjuster’s licenses, select Add adjuster license in the Adjuster’s licenses section. A new field called Add license appears.
- Enter the adjuster license number.
- Enter the state in which the license was assigned.
- Select Save.
Edit a claim representative’s adjuster number(s)
Users can also edit the adjuster license numbers of existing adjusters.
- From within XactAdmin, select Instances.
Note: If you have more than one instance, select an instance from the Instances table. If you have only one instance, no Instances table appears and you are taken to the Users tab.
- Select Preferences.
- In the Personnel section, select the menu icon to the right of the Claim rep field. A Select claim rep dialog appears.
- Hover over the row of the claim representative you want to edit to make the Edit and Delete icons appear.
Note: You may need to scroll to the right to see these icons.
- Select the Edit icon to open the Edit claim rep pop-up window.
- Select Add adjuster license.
- Enter the adjuster’s license number.
- Select the state in which the license was issued.
- Select Save.
