Introduction to Xactimate

INTRODUCTION – Course Orientation

Objectives

• Understand how Xactimate is used across the insurance industry

• Identify how the course applies to Adjusters vs Contractors

• Navigate the course structure efficiently

COURSE-WIDE LEARNING OUTCOMES

By the end of this course, students will be able to:

• Confidently navigate Xactimate X1 Desktop

• Create accurate, defensible estimates from start to finish

• Build professional sketches and scopes of work

• Apply best practices based on their role (Adjuster or Contractor)

• Produce compliant, well-documented claim files

Module 1 – Insurance & Estimating Fundamentals

Objectives

• Understand the property claims process

• Differentiate between Adjuster and Contractor estimating roles

• Recognize the importance of scope accuracy and documentation

• Apply ethical estimating principles

Module 2 – Xactimate X1 Setup & Interface

Objectives

• Install and configure Xactimate X1 Desktop

• Customize preferences and profiles

• Understand price lists and regional pricing logic

• Navigate the interface with confidence

Module 3 – Project Creation & Claim Setup

Objectives

• Create new projects correctly

• Input claim, insured, and assignment data

• Select appropriate price lists

• Organize files professionally

Module 4 – Sketch Fundamentals

Objectives

• Create accurate interior and exterior sketches

• Use measurements and components correctly

• Build roof sketches and multi-level structures

• Avoid common sketching errors

Module 5 – Line Items & Pricing

Objectives

• Understand line item structure and coding

• Select correct actions (R&R, repair, remove)

• Adjust quantities and descriptions properly

• Understand depreciation concepts

Module 6 – Estimate Building Workflow

Objectives

• Build a complete estimate from sketch or manual entry

• Organize line items logically

• Use notes and comments effectively

• Perform quality control checks

Module 7 – Reports, Outputs & Documentation

Objectives

• Generate professional reports

• Attach photos and supporting documentation

• Export and share estimates correctly

• Present estimates clearly to stakeholders

Module 8 – Advanced Tools & Efficiency

Objectives

• Use macros and favorites to save time

• Create custom line items

• Manage estimate revisions

• Apply speed and efficiency techniques

Module 9A – Adjuster-Specific Applications

Objectives

• Write policy-aligned estimates

• Review contractor estimates critically

• Handle supplements professionally

• Prepare audit-ready claim files

Module 9B – Contractor / Estimator Applications

Objectives

• Write estimates that gain approval

• Justify scope and pricing

• Prepare effective supplements

• Improve estimating profitability ethically