Claim Info

13 articles

Enter coverages and loss information in X1

To access coverages and loss information, navigate to Claim Info > Coverages & Loss.

Updated by Heather Jones

Add or remove a sublimit in Xactimate desktop

To add a sublimit: Open an estimate, and on the Claim info tab, click Coverage/Loss. In the Coverages section under the Options column, click Add options for the desired coverage type. To enter a sub…

Updated

Create a sublimit macro in Xactimate desktop

Use Sublimit macros to save groups of commonly used sublimits. Open an estimate, and on the Claim info tab, click Coverage/Loss. In the Coverages group, click Add options for the desired coverage typ…

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Adjust pricing parameters in Xactimate desktop

Control the outcome of your estimate by adjusting the parameters. Open an estimate. On the Claim info tab, click Parameters. In the Pricing category, set Price list information, Tax jurisdiction , an…

Updated

Declaring add-on parameters in X1

In the Parameters tab, you can declare and adjust any extras that could affect the estimate, such as depreciation, overhead and profit, market conditions, and advance payments.

Updated by Heather Jones

View Loss Recap in Xactimate desktop

The Loss recap breaks down losses by type of coverage. To view the Loss recap: Open an estimate, and select the Claim Info tab. Click the Loss recap tab. For each type of coverage, you can view the:…

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Add or remove additional coverage in X1

To add additional coverage: Open an estimate, and on the Claim info tab, click Coverage/loss. In the Coverages section under the Options column, click Add options for the desired coverage type. Click…

Updated

View Activity Report in Xactimate desktop

Open an estimate. On the Claim info tab, click Report management. The reports available vary depending on project type and profile. . On the navigation menu on the left, click Activity report. The ma…

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View Insured Correspondence in X1

Open an estimate. On the Claim info tab, click Report Management. On the Navigation menu on the left, click Insured Correspondence. The main window displays the selected report. Fill in the applicabl…

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View Narrative Report in X1

Open an estimate. . Navigate to Documents > Report Management. . Select the dropdown arrow next to Narrative report in the Navigation menu on the left. . Note: Available reports vary depending on you…

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Using Xactimate forms in X1

Xactimate forms differ from reports in that the fields are not automatically populated. Forms are meant to be filled out by the user and provide additional information for estimate reviewers. Profile owners can also use forms to guide users through their expected business flow.

Updated by Heather Jones

Adding personnel data

You can create and edit information on personnel (claim representative, estimator, contractor, etc.) and save it within Xactimate to use again in other projects. You can view and edit personnel data…

Updated by Heather Jones

Customizing taxes

You can create custom tax rules in Xactimate desktop. These do not appear under the Tax Jurisdiction options, and they only apply to the estimate in which you create them. If you want to create custo…

Updated by Heather Jones