Xactimate 28
DRY/1/2
"1/2'' drywall hung, taped floated, ready for paint"
There's basically three steps to the direct supplier workflow:
1. Add a project 2. Shop for more materials or equipment 3. Finally order
WTR DRYWLF
2' flood cut drywall removal (instead of DRY 1/2)
The correspondence subject field is limited to _____ characters.
233
What are the hours for the eService Center online chat?
24/7
For a 28% increase, you would need to change the budget by what amount?
72%
XactAnalysis
A cloud based project creation, assignment management and data analysis tool.
Restoration Manager
A comprehensive set of cloud based software tools for the restoration industry. This tools help you track and manage jobs, control schedules, monitor costs, manage work orders, track equipments, etc...
To make changes to a referral source in a job, use the ___________ tab.
Additional Contacts
WTR DRY
Air mover
Photographs captured or uploaded using ClaimXperience can be visible to:
All of the above (The policy holder, the desk adjuster, the field adjuster who receives the assignment)
What are some of the many Xactware training options?
All of the above (Virtual classes, live classes, self-paced training with the OTC)
Xactanalysis
Allows you to send, receive and track assignments electronically.
XactContents
An additional app to Xactimate, used to write the content estimate. It runs completely integrated into the claim project. You can attach notes, images and documents to facilitate clarity and accuracy in the estimate. It can be done with video collaboration by the policy holder using ClaimXperience in the same way the original desk adjuster did
ClaimXperience
An app to have an interaction between the policy holder and the desk adjuster in which the policy holder can share videos or photos to collect additional information about the loss. ClaimXperience can also help the policy holder get directly involved in the estimating by allowing her to build an modify a personal property inventory or viewing upload documents, all of which will sync to the claim estimate in Xactimate and save a lot of time.
WTR GRM
Anti-microbial agent
To whom can a work assignment or claim be sent for estimation?
Anyone with a valid email address
To add more than one piece of equipment to a job from the list, hold the ____ key as you select the pieces.
CTRL
LIT FNL
Ceiling fan & light
Pan tool
Changes the view of the Sketch workspace
What are the steps in the 4-Step Estimating Process?
Claim Info, Sketch, Estimate Items, Complete/Print
Which Xactware program is best suited for collaboration with the policy holder, including video chat and recording, remote photos, and sharing claim documents?
ClaimXperience
What is an advantage of using ClaimXperience to import an inventory instead of XactContents?
ClaimXperience allows for further collaboration after the inventory has been imported
Assignments
Claims recorded in XactAnalysis
Which tab do you click on to find the Xactimate estimate information?
Costs/Finacials
WTR DHM
Dehumidifier
The purpose of moisture readings is to:
Determine when a structure has been returned to a normal dry condition.
Which of the following options is NOT available on Xactimate desktop for generating reports?
Edit - modify the report text
A document or photo must be on your desktop to upload it to Restoration Manager.
FALSE
If an item cannot be found in the vendor list, an external price can be used instead.
FALSE
If you search for address information in the search box when the search category is set to "name," the program will still be able to find the job you are searching for.
FALSE
It is important to add a dollar sign when filling out the cost of the manually entered line item.
FALSE
The blue boxes in the correspondence field are not required to fill out.
FALSE
When adding a company contact, you MUST add a Primary and a Secondary contact.
FALSE
When saving information in Restoration Manager, green pop-ups indicate a problem with the save.
FALSE
Work Orders can't be printed.
FALSE
You can only use the task types Restoration Manager provides in the task type drop down.
FALSE
You can't type a date in the due date box. You must click on the calendar to add a date.
FALSE
Which type of project must be used to access the flood forms section?
FEMA Flood
When an estimate is marked Completed, you can still modify it while it has the Completed status.
False
Which pricing item type matches inventory items with specific products?
General Quote Items
Desk Adjuster
He or she is the customers primary point of contact. They will be with the customer from beginning to end of the customer claim journey. Their job is to answer any questions and ensure that service is delivered for the carrier. They also record the reported loss and assign the claim to an Independent Adjuster.
Which of the following properties is NOT available for a reference block?
Hole
Direct Supplier
It's a product that we've created with our contractor customers in mind. The goal with direct supplier is to make it much easier for you to go from an Xactimate estimate to purchasing a materials for your job to send your project from Xactimate to direct supplier. Simply open up the project you're working on in Xactimate. Make sure you're in the carrier or contractor profile and then from any screen you come up to the upper left-hand side and you see this icon labeled. Send Xactware direct fire request, click on it and your project is automatically being sent to direct fire. You automatically been registered for the product supplier is a free product for all our contractor customers to click on this link. You'll be sent to the direct supplier page and you can log in with your Xactware ID and password.
What is NOT a potential issue with using only macros to add line items?
Items needed for this specific loss may not be included in the macro
What is NOT one of the options from the search drop down menu when searching for a job in restoration manager?
Job By Email
From the Job Details window, select the __________ tab to begin entering work orders.
Losses
Zoom in
Makes the Sketch drawing on the workspace become larger
Zoom out
Makes the Sketch drawing on the workspace become smaller
To find a breakdown of overhead and profit, which category do you select?
Mileage and Other
What is not one of the three sections in the Job Snap Shot?
Mileage and Other
Submit an estimate
Now that the estimates have been written, they are to be submitted, first the claim is sent back to XactAnalysis to the desk adjuster, he reviews the claim (often revisions need to be made) the desk adjuster adds notes and sends the claim back to the field adjuster who can make the changes and add more information if necessary. Re-submitting a claim to XactAnalysis works the same way as the first submission. This cycle is repeated until all parties are satisfied with the claim estimates.
What is the best way to avoid adding a duplicate contact into Restoration Manager?
Perform a search to see if the contact already exists
WTR B
Remove wet baseboard (instead of FNC B)
WTR FCC
Remove wet carpet (instead of FCC AV)
Which window is used to attach documents to an Xactimate estimate?
Reports window
What is a benefit of using macros to add line items?
Saving time by adding multiple items at once
Which menu option from the Assignments menu would be used to create a new assignment?
Send Work Assignment
To see a complete history of what jobs a piece of equipment was used on, click the ______________ button.
Show Usage
One part of Xactimate estimating process
Sketch
What technique or tool is used to change the actual shape of a room?
Square Break tool.
A ClaimXperience must be started independently from any claim assignment created via XactAnalysis.
TRUE
All imported images, whether added to a sketch or not, are attached to the estimate file and can appear on reports.
TRUE
Even though it's not required, it is important to fill out the year the structure was built on the form so the inspector will know if their might be asbestos in the building.
TRUE
In addition to tracking equipment used on jobs, the Equipment Summary Report can track consumables used on the job.
TRUE
It is possible to remove the sketch from reports that typically include a sketch at the end.
TRUE
It is recommended to check the "Include NFIP Header" box when generating flood form
TRUE
Job progress is automatically updated when you add a date and time for the estimate progress in the Estimator and Sales section in the Job Snap Shot.
TRUE
Making a new budget overwrites any old budget.
TRUE
Only one sublimit may be added per contents estimate.
TRUE
Reports can only be printed after an estimate has been marked as complete.
TRUE
The project name in Xactimate and the Job ID in Restoration Manager must match to transfer the estimate information.
TRUE
True or False: The budget button allows the user to assign budget percentages to Materials, Labor and Equipment.
TRUE
You can track Tasks you have assigned in the Task Accountability section of the Dashboard.
TRUE
Which person involved in the claim starts building the claim assignment and collects required information?
The Desk Adjuster
Which person involved in the claim inspects the property on site and builds the claim estimates?
The Field Adjuster
Which person involved in the claim initially reports the loss to the carrier?
The Insured or Policy Holder
Xactimate
The assignment first appear to the fild adjuster in Xactimate, he then writes the estimate. The estimate contains two main parts: The structural Estimate for the damaged interior and exterior of the company and the contents estimate for the damaged personal possessions. Xactimate allows for quick, accurate estimates with detailed drawings of the structure and updated local pricing. When the estimates are complete, reports and other documents are created by Xactimate.
A blue colored box in the New Lead form indicates:
The box is required to fill out
Desk adjuster
The desk adjuster at the provider takes down the insured information and creates a new claim.
What does flagging an item mean in the personal property inventory in ClaimXperience?
The item is more important than others in the room
Which of the following is TRUE for miscellaneous items, but FALSE for bid items?
The price is customizable
The Insured or Policy Holder
Their job is to provide the first notice of the loss and work with desk adjusters and independent adjusters to create the claim and receive payment for the loss.
Field Adjuster or Independent Adjuster
Their job is to receive the claim and report to the site of loss in a timely manner, investigate liability for the insurance company, assess damages and prepare an estimate on the loss and provide the information the desk adjuster needs for payment and review.
Collaboration with the Policy Holder
To make the desk adjuster's job easier and to help the insured feel taken care of, Xactware created ClaimXperience. This is a tool that the policy holder can use to upload claim information and images and they can track their claim.
Which of the following would be the Least likely way to use a reference area in a typical estimate?
To represent the location of a temporary fixture, such as a chair or coffee table
PLM/TLT
Toilet
A personal property inventory built in ClaimXperience can be imported into Xactimate/XactContents.
True
The preliminary Report for floods automatically copies loss and date information from the Claim Info section of the estimate.
True
To find line items using the Reference Search, click on an image of a room.
True
To name a room, click on Room Properties. (True/False)
True
You can sign up to receive Xactware email communication at my.xactware.com. (True/False)
True
Which of the following types of interaction with the policy holder is NOT possible using ClaimXperience?
Video chat
Which item would be best for the following scenario? Standing water in the bathroom has damaged the drywall around the bottom of the room. It needs to be removed.
WTR DRYWLF
WTR
Water removal and mitigation
First notice of Loss
When a policy holder experiences a loss they contact the insurance carrier.
Xactanalysis
When the assignment is complete is can be returned to _______________ and used to create management reports that will help track the efficiency of the workflow process
Xactimate
Where the assignment can be opened and information added to describe the loss and damages along with the estimated loss and repairs.
Quickest way to find a line.
Word reference (writing)
Which Xactware program is best suited for claim assignment creation, sending assignments to specific individuals, and tracking overall assignment progress?
XactAnalysis
Which program is best suited to build and price contents estimates?
XactContents
To which address is a claim assignment typically sent from XactimateAnalysis?
XactNet address
Which program is best suited to build structural estimates?
Xactimate
How can you tell if a job has been pushed from Xactimate?
You will see a "Create WOs" tab with the Verisk logo.
FCC/AV
carpet
XactContents
is a personal property claim estimating program
XactAnalysis
is the Xactware computer network that allows you to send, receive and track assignments or estimates electronically
A claim assignment
is typically done by the desk adjuster.