As many of you are aware Xactimate 28 is being put out to pasture. Over the next few months, Xact will stop renewing XM28 licenses, and you will be required to use X1 for your claims, and to submit your estimate files.
At IAS, we understand that this may possibly create challenges for you, the adjuster, and also for us as your IA partner – specifically with regard to making sure claims continue to be assigned, submitted, and completed properly, so we’ve put together the following guide to help us all through the process.
Step 1: Here’s the good news. IAS can provide you a discount on your Xactimate license – and this applies to your X1 license moving forward. Make sure you’re set up in Claimatic and reach out to your IAS representative to ask about our pricing, or hit us up at Xactimatelicensing@iasclaims.com.
Step 2: Understand what’s involved in this upgrade, and how it might affect you. The layout of X1 is different from XM28, but the majority of the functionality will still continue to work. Please review the Xactware help sites for information before you start. One useful link to help you while upgrading and to make sure you don’t lose crucial data can be found at: https://xactware.custhelp.com/app/answers/detail/a_id/4658. We suggest you start with the “Answer Center” option first, as it should provide answers to the majority of your questions. Other suggested options include “Quick Help Guides” and “Live Chat”. For client/carrier specific questions, contact your IAS representative.
Step 3: Make sure you understand Xact Addresses. Your current XM28 address (most likely in the JohnSmith.Copeland.AR format) will likely change. Once you upgrade, you will likely have an “@” symbol in your new address. This new format is somewhat tied to where you decide to purchase your license. But don’t worry, it is universal like it was before, and will function the same way as your current Xact Address – defining which claims you receive, and how those claims are passed back to your IA/Carrier partners.
Step 4: Communicate, communicate, communicate… (See step 5 below for how to work with IAS).
This change will affect how you will interact with your IA and/or carrier partners. It’s important for you to let all of them know you are planning to upgrade, and to make sure they have your most current Xact Address after you’ve finished the upgrade process.
Step 5: When you decide to upgrade to X1, make sure you update your Xact Address in our CMS system (1000.claimaticapp.com/) and/or communicate the new address with your IAS contacts, so that we may update your Xact Address to ensure proper claim assignment. (Note: this is CRUCIAL – if you are currently working claims for us while you are upgrading and we do not have your new Xact Address, this will cause a variety of problems.) For adjusters who are in mid-process while upgrading, we have to reassign the claims in XactAnalysis to your new address, so not having the new information breaks the entire process by leaving claims outstanding.
Hopefully, the steps above will help give you a better understanding of how this upgrade affects your relationship with your IA and carrier clients.
As always, we’re here to help. If you have any questions, please don’t hesitate to reach out to your IAS representative today, and we’ll do our best to help guide you through the process.