Distribute Claim in Xactimate Admin

Updated 5 months ago by Jill Bowers

The Distribute Claim feature allows users to distribute information and send pricing tasks to linked instances within a shared profile. Instances enabled as pricing task vendors can receive and return claims from XactContents. 

To enable your instance as a pricing task vendor, please contact your Verisk representative with your instance name and the name of the instance from which you will receive pricing tasks. 

Once your instance is enabled, you can see associated instances. You can also set up email addresses for users you need to notify when pricing tasks are received and completed. 

Notification emails 

Users can add or edit the name and email addresses of users who need to be informed when a pricing task is distributed. 

Add a contact 

  1. Select Add email address. A small window opens. 
  2. In the window, enter the contact’s name. 
  3. Enter the contact’s email address. 
  4. Select Save

Edit an existing contact 

  1. Hover your mouse over the contact’s information. A pencil icon and trash bin icon appear. 
  2. Select the pencil icon. A small window opens. 

  1. In the window, edit the contact’s name or email address as needed. 
  2. Select Save

Remove an existing contact 

  1. Hover your mouse over the contact’s information. A pencil icon and a trash bin icon appear. 
  2. Select the trash bin icon. A small window opens asking you to confirm that you want to remove the contact from the notification list. 
  3. Select Delete to remove the contact from the list or Cancel to keep the contact in the list. 

Note: Removing the contact from this list only removes the data from this location and does not delete or remove the contact’s information elsewhere in the instance or application.  

Linked instances and profiles 

If the instance you have selected in Xactimate Admin is a pricing task vendor, the linked instances and profiles table shows which instances can receive claims.  

If the instance you are in is not a pricing task vendor, the table shows instances that can only send claims. 

To link instances, contact your Verisk representative.  

Remove linked instances and profiles 

  1. Hover your mouse over the instance's information. A trash bin icon appears.  
  2. Select the trash bin icon. A small window opens asking you to confirm that you want to remove the linked instance. 
  3. Select Delete to remove the instance from the list or Cancel to keep the instance in the list. 

Note: Removing the instance from this list only removes the data from this location and does not delete or remove the instance’s information elsewhere in the application. 


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