Getting started

13 articles

Getting started in Xactimate One

What is Xactimate One? Xactimate One is an online platform that provides an all-in-one claims management solution. Its simple yet powerful features allow you to manage the entire life cycle of insurance claims. To give you a general overview...

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Frequently asked questions

How do I view my recent claims? The Claims list defaults to show your more recently opened claims on top. What is a user role? A role is a set of tasks and rights that tell the user what they need to…

Updated by Arianne G.

Manage your personal settings

You can edit the following information and settings for your personal account: Preferred language. First and last name. Phone number. Email and an optional, alternate email. Security question and ans…

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Manage service level agreement deadlines

Xactimate One allows account administrators to set Service Level Agreement (SLA) deadlines on specific tasks to ensure their employees and vendors are complying with their business objectives in an a…

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View notifications

When you receive a notification, a preview box appears in the top-right corner of the page that shows the time it was received and the notification type. The notification icon also updates with the n…

Updated by Arianne G.

View claim analytics

On the Analytics page, administrators can view claim analytics for their organization's account. There are analytical graphs illustrating the following: Completed Claims Total Value Over Time. Comple…

Updated by Arianne G.

Vendor management

Vendor Management allows you to keep track of the companies and contractors that you work with. It allows you to add your vendors to an interactive list where you can quickly view and manage their se…

Updated by Arianne G.

Account settings

Account Settings allows you to view your account information, edit your account contact info, assign a default user group for users, designate the areas where your company works, and specify the serv…

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Enable third-party cookies

Xactimate One uses the Verisk Identity Server to manage your login credentials. You need to have third-party cookies enabled on your browser for this to work. Enable cookies in Chrome. If your compan…

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View your task calendar

Your task calendar allows you to easily view when your tasks with Service Level Agreements (SLAs) are due. When you're assigned a role in a claim, your designated tasks with SLAs are automatically up…

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Manage claim settings

Claims in Xactimate One are highly customizable. Each of the tabs in Claim Settings allow administrators to determine the information, forms, roles, and options used in their claims. They can specify…

Updated by Arianne G.

Claim workflow

Xactimate One keeps claim workflows simple and efficient. This overview shows the steps involved from the creation of a claim to the close of the claim. Create a claim. The first step in the claim li…

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Use video collaboration

Video collaboration is a feature that allows you to initiate a video call with invited attendees from within a claim. Policyholders can join the call via their mobile device or computer. During the c…

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