Xactimate Coverage Processes Technical Open Season
100
xactimate Champion, e service center, xactimate resource room.
Who do you contact with questions about Xactimate?
100
Cause of loss Knowledge guide
How do you select the correct Cause of loss code
100
Knowledge guides
What are the claim professional general responsibilities?
100
You should not access a shingle roof with a pitch of 8/12 or greater.
What are the guidelines for roof access?
100
travelers app catalogs
What are the required apps for the IPHONE and where do you find the list of apps?
200
Estimate should not be marked complete. It should be uploaded in progress when submitting to a PFT or UM for review.
How do you upload an estimate in progress for a PFT review?
200
Share your screen or describe
How do you identify boil and machinery coverage?
200
Knowledge guides after 48hrs
What is the time frame to send a contact request letter when you are not able to make voice to voice contact?
200
use similar code
What is the protocol when handling items that do not have a category selector code?
200
property KX
read me a company approved voicemail
300
share your screen
Are your Xactimate preferences set up correctly?
300
PCQM site KX
Where do you find annotated MP or 10-06 forms?
300
Show me how to get information on foreclosure claims?
300
....
Explain to me how to use the mitigation calculator
500
demonstrate
How do you tag a claim for lead?
400
share your screen
Demonstrate how to set up a code upgrade in XM8
400
select account underwriting contact work flow.
Who do you go to with coverage questions on select accounts?
400
How do you document recoverable depreciation when an insured decides to reallocate funds from one item to another?
400
use expert guides in KX
How do we ensure transparency in expert reporting?
700
....
How do you answer when an insured ask. How does this claim affect my premium?
500
Share your screen
How do you add reported cost entry in Xactimate.
500
correspondence.
Which letters should we be using
500
all payments issued to named insured, same name on the bank account, 50k thresholds
what are epay guidelines
500
Invoice verification guidelines
How do we verify contracted vendor rates?
direct payment authorization form
What documents do you need to secure to pay a housing vendor directly?






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