7 Phases of Xactimate: X1


Learn the Top Estimating Software in the Industry

An Absolute Must!

Xactimate is a computer software system for estimating construction costs that has become widely used by insurance companies in the past decade. Insurance adjusters use it to calculate building damage, repair, and rebuilding costs. Adjusters use Xactimate to generate loss estimates and claim settlement offers. Xactimate is an incredible tool if you want to be a part of the insurance adjuster world. There are a couple of other major estimating software programs, but many insurance companies use Xactimate. This is favored by many contractors and restoration specialists as well, due to the ease it brings in working with the carriers. Multiple individuals who have taken our adjuster training courses have become estimators using Xactimate. They find work with independent contractors writing estimates, labeling photos, and creating reports. Generally, they work for other insurance adjusters, but they also will find work with contractors and restoration companies looking to hire software estimators who are knowledgeable.

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Course curriculum

  • 1

    Inroduction

  • 2

    Phase 1: Claim Set Up

    • 1.1 Insured Info.

    • 1.2 Coverages and Loss

    • 1.3 Parameters

  • 3

    Phase 2: Photos

    • 2.1 Photos Introduction

    • 2.2 Exterior Photos

    • 2.3 Interior Photos

    • 2.4 Roof Photos

  • 4

    Phase 3: Sketches & Diagrams

    • 3.1 Sketch and Diagram Introduction

    • 3.2 S&D Gable

    • 3.3 S&D Flat Roof

    • 3.4 S&D Hip Roof

    • 3.5 S&D Partial Hip Roof

    • 3.6 S&D Dutch Hip Title

    • 3.7 S&D Half Hip

    • 3.8 S&D Gambrel

    • 3.9 S&D Barrel

    • 3.10 S&D Turrret

    • 3.11 S&D Dormer

    • 3.12 S&D Custom

    • 3.13 S&D Example Roof

    • 3.14 S&D Interior Pt. 1

    • 3.15 S&D Interior Pt. 2

    • 3.16 S&D Tips Break&Vertex Tool

    • 3.17 S&D Tips Rotation,Snap&Line Tool

    • 3.18 S&D Tips Rolled Roofing

    • 3.19 S&D Tips Stairs

  • 5

    Phase 4: Estimate

    • 4.1 Grouping

    • 4.2 Search Quick Entry

    • 4.3 Macros Overview

    • 4.4 Custom Macros

  • 6

    Phase 5: Report Writing

    • 5.1 Report Writing Intro

    • 5.2 Report Template 1

    • 5.3 Report Templete 2.mp

    • 5.4 General Loss Report - Admin-Coverage Tab

    • 5.5 General Loss Report - Recommendations Tab

    • 5.6 General Loss Report - Remarks

    • 5.7 Walkthrough

    • 5.8 General Loss Report - Closing

  • 7

    Phase 6: Review File

    • 6.1 Review File Introduction

    • 6.2 Claim Info Review

    • 6.3 Estimate Review

    • 6.4 Photos Review

    • 6.5 Documents Review

  • 8

    Phase 7: Print

    • 7. Printing

Instructor(s)

Software Instructor

Matthew Wise

Matthew Wise is certified in the Xactimate software and has run claim work for years. He has written up claims in Xactimate and Simsol during hurricane Harvey, Irma, Ida, Ian and tropical storm Imelda. His knowledge base for computer software is what drove him to become an insurance adjuster and has helped him become an experienced instructor. He has helped many students navigate the Xactimate software over the years and has made them look like pros.