Integrations
This is the program we use to check if a XNID is valid.
What is Xactanalysis?
This type of Extended Coverage report is never compatible with Xactimate.
What is a EC2D report?
How long does it take for us to receive a sketch request from Xact?
What is 0 minutes? AKA immediately
Report is a Premium report for the wrong house. This is the procedure.
What is the normal WH procedure?
This is what the customer always needs to include when placing an order so it can be located and uploaded, if needed.
What is a claim number?
This is the email address we send the Xact Set Up Request to.
What is evrequests@verisk.com.
This is another name for an ESX file.
What is a Sketch.xml file?
When placing an order, this is the option the customer should be selecting in the provider dropdown.
What is “EagleView”?
When is it acceptable to WH/Split off of a Sketch Only?
What is when the PDF and Sketch Only orders come in separately?
When asking a XM question in slack, what 3 pieces of information should we include?
What is CID, XNID and Claim number?
Can a customer have multiple XNID’s associated with a single Eagleview account, and if so how would this be notated?
What is Yes, simply enter the XNID's, separated by a semicolon with no spaces. Example: jim@example.rochester.ny;pam@example.rochester.ny
Customer has received a Premium but states they see a 1x1 square in Xact. This is the most likely reason.
What is a 2D report or an unsketchable report?
This is where you would check if a report has been ordered through Xactimate.
What is the application source and/or the top of the tech notes?
Customer needs an RC to remove a section of the house. They are an ENTERPRISE customer. This is the first thing you would check.
What is the CPS page?
If we integrate the customer more than twice and they still cannot order, this is where we refer them.
What is Xactimate live chat?
This is what we would do if an Enterprise customer needs to be integrated.
What is check the CPS and most likely send a case transfer to CRS?
A customer already has a Premium Roof Report for an address that was ordered through the website. They want to order a Sketch Only now. This is how much we would charge them.
What is $4.12?
We cant locate an order in OM, XMO or Kibana, this is what we should advise the customer to do.
What is have them re-order the claim on a new project or have the claim re-assigned to them if applicable?
If a customer requests a sketch only for a split, this is what they should do to the claim #.
What is modify the claim number so that it is unique?
If the customer updates their Xactimate or gets a new XNID, this is the process we would do.
What is re-integration?
This is the first thing we do after we receive an Email from Xactimate notifying Integration is complete for the roof and walls integration.
What is check the status of the HDT for Walls Integration?
Customer needs additional buildings from a sitemap in Xactimate. This is what they need to do.
What is place a sketch only order through Xact for each bid?
If a customer is trying to place the order under 'Home' and they are receiving an error, this is what we should do instead.
What is tell them to place the order under 'Property'?
This is what needs to be done when a customer indicates the report is a WH, but the report is in RTCP.
What is split and check the "Deliver to Xactware" box, then submit a refund to billing?
This is what steps you take if a customer claims a sketch is not showing in Xactimate.
What is verifying if the report is sketchable, if it is then check the "Deliver to Xactimate" box and save the report, if it does not work, then have them resync the project and log in and out of XM, and if these steps do not work, have the customer contact XM?