course 2 chapter seven: part 1. printing reports...course 2 chapter seven: part 1. printing reports...

© Practical Adjuster School 2012 201 | P a g e

Course 2 Chapter Seven: Part 1. Printing Reports

Printing Reports and Backing up reports

Adjusters who work for insurance carriers do not often print hardcopy reports. Most reports are

sent and saved in an electronic format today. Some carriers are even delivering estimates on line to

the insured as it’s quicker and cheaper.

A report can be printed at any stage in the process whether complete or in progress. There are

several pre-set print formats offered by Xactimate. Many insurance carriers however default to

using ‘Final Draft with/without Removal, Depreciation’ unless they have their own print profile

which may be contained in their own Carrier Profile.

New adjusters often print the Summary lists and sketches for hardcopy files to refer to while talking

with the insured to discuss their recommendations.

A report can also be exported as a PDF via email. However, adjusters working for carriers should

only use that option when instructed to do so because of privacy and security issues.

Paper Type

1. Defaulted at ‘Plain’ the estimate prints out the headers with logo to the estimate that were

set in the Documents Module

2. If ‘Letterhead’ is selected then it assumes the paper the report is printed on has letterhead

on every page and it eliminates the Document Module header and logo

3. If you had subscribed to one of the language selections, a language selection option shows

up on the Print Options window and can be selected

4. The reality is that adjusters rarely print out complete reports in hardcopy. It takes too

much ink and is a liability if the file is lost


Course 2 Chapter Seven: Part 2. Backing up reports

Data Transfer Backup

It is good practice to backup your orders as soon as you receive them and your estimates every

night even before the estimates are completed. This information was featured in Course 1 and is

repeated here because it is so important.

You can backup to any hard drive or drive system connected to your computer provided it has

enough space. Xactimate files are in a specialized format called ‘ESX’ that can only be opened by

Xactimate.

Create and label a folder on the hard drive into which you want to send the backup files.

To make subsequent backups you have to create a new sub-folder with a new label. Xactimate will

not over write existing ESX files.

Procedure

1. Open ‘Projects’ tab

2. Select either all or some of the claims/estimates

a. Select All: by selecting the last claim in the Projects list and then hold Ctrl down,

click ‘A’ to select all the estimates

b. Select a group of claims/estimates: To select one estimate and then hold the Shift

key down and click on the top estimate to group all the claims you want to select

c. Select individual estimates: Hold the Ctrl key down and click on individual

estimates to be saved

3. Click on Data Transfer

4. Opens Data Transfer Project

5. Select ‘Send’

6. Browse to find a folder into which the ESX files

are to be backed up

7. Click ‘OK’

8. Let Xactimate complete the back up process.

Retrieve ESX Files


Only ‘ESX’ files can be imported into Xactimate. This is used to either retrieve backed up files or to

retrieve a single file that has been emailed to you such as by a manager or contractor. That file has

to be saved to a folder where it can found again using ‘Browse’.

1. Use the ‘Retrieve’ option in Data Transfer

2. Find where the ESX files have been stored using ‘Browse’

3. Select the files to be retrieved

4. Click ‘OK’

5. The files will be imported back into Xactimate in the Projects list


FeedBack Form.

Course 1 & 2 Xactimate for New Adjusters

Please will you complete our Feedback Form, thank you!

Either

1. Tear out from the book FAX, scan/email or email by referencing the question numbers and

giving your answers to Email: [email protected] or

2. Fax to (832) 645-7692 or complete the feedback option in the support portal.

Date: __________________

1. Did this course meet your expectations? Yes / No ______________________________

2. How do you rate the course manual Guides? Excellent Good Average Poor

3. How do you rate the audio to the videos? 10 (excellent) 9 8 7 6 5 4 3 2 1 (bad)

5. Have been on any other Xactimate courses? No / Yes – which: ________________________

6. Where are you planning to start your career? Cat’ work. Staff. Contractor. Other:_______

7. Recommend this course to others? Yes / No

8. Do you plan to take the Level 1 Certification? Yes / No

Comments / How can we make things better?

________________________________________________________________________________

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Name: _____________________________ Home state: _____________________

Phone number: _____________________ Email: _____________________________________

Do you have an existing active adjuster license? No / Yes

Your feedback is shared with Xactware for purposes of trainer evelaution.


Appendix 1. Sample of Completed Course Estimate

Course Conclusion

Throughout this course you have been creating a complete estimate. That estimate was

designed to include many of the items that would be commonly dealt with by new adjusters

in a storm deployment.

The following is representation of that estimate when printed out. Your estimate should be

very similar except for the photographs. We suggest that you get photos of your own home

and insert them into the sketch to complete the estimate.

Use the Print function to compare your variables and descriptions with ours. Look at the

depreciation, the sketches, and flooring cuts diagrams. Most importantly review the

handling of O&P (overhead and Profit) in the Summary pages.

Your unit prices will vary as you will probably be using the Training Price list and you

won’t have access to sales tax. This will make the total claim amount different. However,

reviewers are looking for the correct handling of procedures, sketches, and depreciation and

O&P more than the bottom line number.

When you are comfortable with your estimate and understanding Xactimate then you will

want to consider taking the Level 1 Xactimate Certification.

Review the Jump Start Pack for the Level 1 Prep’. Work through the questions in the Pack.

The answers are in the back of the Jump Start manual, but try completing the questions first.

The Level 1 Certification test is independently administered by Xactware on their website,

Xactware.com. There is an applicable separate fee payable direct on line to Xactware, but

listing that Level 1 Certification on your resume will greatly enhance your qualifications and

appeal to employers.

Well done on completing this course. Now keep up the momentum and look forward to a

long and rewarding career.

end

The following estimate is a copy of the estimate that you should have created from this course. No two

estimates are always the same. Reviewers are looking for compliance with company policies and procedures

especially depreciation and no double counting of items.


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