Complete an estimate

10 articles

View the claim dashboard

The Claim Dashboard displays pie charts that break down the claim ownership, number of lines priced, and total dollar value priced by adjuster. Follow the steps below to access the Claim Dashboard: I…

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View claim information

The first screen you see when opening a new estimate is the Claim Info. Here, you can see all the insured’s information pertaining to this loss. Depending on your company settings, this screen may lo…

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Edit with the global changes wizard

The Global Changes Wizard allows you to add or change certain line item details including coverage, taxes, tags, depreciation, category and selector, and notes. Coverage. In the Coverage dialog box,…

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Add item tags

You can append custom pieces of data to contents items using line item tags. These tags don't have any effect on the default functions in the estimate; they are used to provide additional item inform…

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Change coverage limits

Policy limits are automatically tracked as you complete an estimate. If you exceed a coverage amount, the Coverage Limits link at the bottom right of your screen turns red. Click Coverage Limits to r…

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Using Contents Collaboration in Xactimate

Contents Collaboration is an online tool that allows you to work with the policyholder to create a contents inventory quickly and efficiently. In Contents CollaborationThrough this workflow, the policyholder can build an inventory of personal property pertaining to their loss, receive and respond to your requests for more information about items, view their estimate reports online, and enter receipts for items they purchase, which will automatically be added to Payment Tracker.

Updated by Heather Jones

Email vendor item links

The Email Vendor Item Links feature allows you to email a copy of all the vendor links in your estimate to the insured for purchase or review. Click Inventory , Pricing , or Interview. Click Email Ve…

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Edit external item source

The External Item Source tab allows you to enter or edit contents items while viewing an external vendor website. This tab can be accessed from the Pricing subtab next to the General Quotes item tab.…

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Review CAT/SEL

We suggest that Inventory items added under a Contents coverage have a category and selector assigned before you complete the estimate. On the Contents Cat/Sel Review page you can view all MISC conte…

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Distribute a claim

The Distribute Claim feature allows you to break up a large estimate into smaller parts. You can distribute parts of the estimate to other users within your instance as pricing tasks. When each user…

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