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Showcase a higher level of professionalism. Provide great service to your clients. Need more reasons? Reduce rejections with reader-friendly estimates. Earn respect from your managers and supervisors. There was a major change when it went to a Windows based interface around , and when Sketch got debugged enough not to crash daily a couple years later that was a change, now it has been some refinements - but not like serious changes if you had learned the previous version.
There is a tutorial within the "help" section of the program that has demonstrations with sound, and you can navigate to the early basics of the program and do separate chapters including how to make a staircase with landing, roofs, etc. That is the basic knowledge that needs to be known before any "macros" or "speed secrets" would have meaning.
Once the basics are established, further training is always good - but I find the best bang for the buck to be actual use of the product on a paying claim file. And I like to do the Xactimate Sketch ON-SITE whenever possible, because if you scribble a bunch of notes and then try to put the floor plan together the next day, you may find things that don't line up like they did in the real world.
It doesn't take that much longer to do it on-site, even if you enter the repair steps later - the diagram is vital with Xactimate and the sketch part is no longer a novelty. People pretty much expect you to use Sketch if you are using Xactimate. You are shifting gears from MSB - and that is going to be the largest single change, using Sketch.
MSB has that little place where you can draw a diagram, but it is very limited compared to the diagramming features in Xactimate. And the way you find the repairs steps in Xactimate is going to be a change for you - the trades are "grouped" in a way that makes sense but won't be familiar to an MSB user. The doors are in a category of doors, but the knobs-locksets-hinges are in a different Finish Hardware category. If you use the "search" feature to look up your repair items, it will put you where you want to be.
And as you are looking within the doors, or drywall or whatever there are so many items it can be like a needle in a haystack - so you hit F2 and search within that category. Some do still use xactimate 24 but I believe most of the major carriers have moved to xactimate 25, and the others will most likely upgrade shortly. As an Independent Adjuster, this is something we deal with constantly. Thats why I use two laptops. I'm still using Xact 24 because I have no reason to change, and it is very stable.
I work for dozens of different carriers, and for years have simply sent them a PDF of the estimate. Maybe some of you are giving them the ". We had guys for years using the old X on a network server while I had switched to X on a laptop for use "on site".
The longer I do this - the more amazed I am at how some of the people I report up to claims examiners could not write an estimate if their life depended on it.
There are exceptions, and there are exceptional people out there. But they are rare. In other words, if they need to have something changed in an estimate they usually will ask me to do it rather than tweak the estimate on their end. Sometimes it is a simple change, like "our mobile home policy has non-recoverable depreciation on carpet - can you change recoverable to non-recoverable?
I totally understand the benefit of uploading a file that can be tweaked on the other end. Just hope the person on the other end knows what they are doing. An exception to this is State Farm, everything is dynamic, editible, and the Nat Cat phone team is staffed with people that have worked the field and know what they are doing. The Insured calls in, says their ceiling is not the default 8', you can see in the photos they aren't 8' and make the changes.
If it's a PDF file - he would have to re-enter the entire estimate. As I'm sure you are aware of, the purpose of using xactnet is to transmit files is more complex than just editing estimates. There is a whole other world out there on the other end. They use xactimates database track, manage and distribute files all within xactcentral.
Each caiirer may be using a certain version of the sofware and us adjusters need to comply with it. Of course I always enjoy working for the carriers that let us just PDF an estimate, but I am finding this less and less.
By the way, I said I met Richard a few years ago and he helped me, I have never seen his book. Caught my eye too. I have changed some estimates I reviewed with a red pencil on the paper copy if it was a minor typo or a math error. IT may be criminal, if entered into evidence. Latest Post. Independent vs public adjuster? I've had claims where an adjuster came in later changed much more than a tweak my estimate without my consent or knowledge in a way which I actually disagreed, but left my name on it.
I was wondering what others felt concerning this practice. Ray Hall Senior Member Posts From the print screen look at the xactimate audit report.
You guys are expecting stuff in ??? Man, y'all are pushy. DCave Guest Posts Thats not an easy task. Ive been instructing for approx. I havent looked at that training material you guys are talking about but if its as good as yall say, Im gonna get it just for reference if I ever start to teach again.
Thanks for the info. Reminds me of the days I watched old episodes of Andy Griffith on the radio. Didn't I see you our high school prom? At a point you have to decide what technology you have the will to learn and must have to stay employed. The good side is you never have to stop learning. Sun is coming out this afternoon and the pier is calling, maybe today I will catch something edible.
These Forums are dedicated to discussion of Claims Adjusting. You are not authorized to post a reply. Page 2 of 2. Many of you have different versions of Xactimate. Tim Johnson. Bob H. Ray I am also back to doing Daily Claims between storms. I would like some programer to explain the factors that compose the unit cost I know you have done this forever, but with non-Xactimate software until recently.
FYI Xactimate tracks who makes changes to an estimate.
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