Send Assignments via XactAnalysis - Yep, Xactimate Can Do That

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Andy McCabe
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Have you ever wished you could just re-assign your Xactimate estimates to someone else? You know, like the way the big TPA firms do? If only there was a way that, when an assignment hits your “Inbox” via XactAnalysis, you could simply re-assign it to someone else.

Then, once they were done creating the Xactimate estimate, it would magically re-appear in your “Inbox”. Then all you’d have to do is hit “Complete” and the assignment and completed estimate would be automatically sent to XactAnalysis for the vultures… I mean “adjusters” to pick at.

Well, now you can do just that.

Blog post: http://www.claimsdelegates.com/direct-assignment-transfer-via-xactanalysis-yep-you-can-do-that/

(This is a FREE PDF. Just put $0 in the "amount". Unless you feel extra generous today, in which case pay what you feel it's worth)

~ Andy McCabe runs an Xactimate estimating and property claims consultancy called Claims Delegates. He is currently accepting new client applications from contractors needing help with Xactimate: http://www.claimsdelegates.com/ClientIntake

www.ClaimsDelegates.com

www.WaterDamageProfit.com

  • Size
    2.42 MB
  • Length
    16 pages
  • Size2.42 MB
  • Length16 pages
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Send Assignments via XactAnalysis - Yep, Xactimate Can Do That

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