at Financial Technnology Year
This content is provided by FinTechBenchmarker.com who are responsible for the content. Please contact them if you have any questions.
Xactimate Mobile from Xactware
A mobile estimation tool that allows field adjusters to document claims, sketch floor plans, capture photos, record voice notes, and create estimates directly on their mobile devices while on-site. Features include offline capability, automated measurements, cloud synchronization, and integration with claims management systems.
Product analysis by function
Field Adjuster Equipment for Claims Management
Ruggedized tablets, smartphones, and specialized devices that allow claims adjusters to perform on-site assessments, document damage, and process claims information in the field.
More Field Adjuster Equipment
More Claims Management ...
Device Hardware
(4 Yes /5 Known /12 Possible features)
|
Durability Ability of the device to withstand harsh field conditions (water, dust, shock). |
Not as far as we are aware.* Xactimate Mobile is an app, not a dedicated hardware device. Ruggedness depends on the host device, not the software. | |
|
Battery Life The operational lifespan on a single battery charge. |
No information available | |
|
Weight The total weight of the equipment for portability. |
No information available | |
|
Integrated Camera Device has a built-in camera for capturing photographic evidence. |
Official materials specify camera/photo capture and image annotation directly in app. | |
|
GPS Capability Ability to acquire and record geo-location data. |
Notes, floor plan sketches, and photo geotagging require GPS; mobile app documentation confirms location capture. | |
|
Barcode/QR Scanner Ability to scan barcodes or QR codes for quick data entry. |
Supports scanning QR codes and barcodes for inventory and claim itemization. | |
|
Ruggedness Rating Industry-standard certification (such as IP67, MIL-STD-810G) for rugged devices. |
No information available | |
|
Screen Size Display size for viewing documents and forms. |
No information available | |
|
Touchscreen Capability Device supports input via touchscreen. |
Application is designed for mobile touchscreen devices (tablets, smartphones). | |
|
Connectivity Ports Types and number of hardware ports available (e.g., USB, HDMI). |
No information available | |
|
Carry Case Included Protective carrying case supplied with equipment. |
No information available | |
|
Replaceable Parts Ability to replace common hardware components in the field (batteries, screens). |
No information available |
Mobile Software
(13 Yes /13 Known /13 Possible features)
|
Offline Functionality Ability to operate and store data without network connectivity. |
Described as offering full offline functionality; data syncs when a connection resumes. | |
|
Form Customization Capability to customize data entry forms for different claim types. |
Forms for different claim types/line items can be customized; adjusters can tailor entry templates. | |
|
Integrated Photo Annotation Allows adding notes, highlights, or sketches directly to captured images. |
Photo annotation (sketch, note overlays) is demoed on Xactimate Mobile marketing site. | |
|
Automated Sync Automatic synchronization of locally stored data with central systems once connectivity is restored. |
The app auto-syncs locally stored data with cloud/office systems when connectivity is restored. | |
|
Speech-to-Text Transcription of verbal notes into text fields. |
Field notes can be dictated and transcribed into text fields; speech-to-text is a described feature. | |
|
Real-Time Data Validation Immediate feedback on data completeness and accuracy before submission. |
Form validation ensures required fields are completed before submission. | |
|
Push Notifications Real-time alerts for new assignments, policy updates, or safety warnings. |
Push notifications for assignment updates and reminders are part of the workflow. | |
|
Multi-language Support Application supports use in multiple local languages. |
Xactimate Mobile is localized for multiple major languages. | |
|
In-app Help/Guides Reference materials or guided workflows included in the app. |
Help sections/reference guides available in the app. | |
|
Digital Signature Capture Supports collecting policyholder/customer digital signatures. |
Supports digital signature capture by policyholders in the field. | |
|
Camera Barcode/QR Integration Direct scanning of QR/barcodes through the software interface. |
Photo barcodes and QR codes can be scanned directly with the device camera in-app. | |
|
Error Reporting System In-app function to report software or hardware issues. |
Ability for users to report bugs or issues via in-app feedback. | |
|
Automatic Updates Automatic application updates without user intervention. |
App updates are handled via the mobile app store or MDM automatically. |
Data Security & Privacy
(9 Yes /9 Known /10 Possible features)
|
End-to-End Encryption All data stored or transmitted is encrypted from device to back office. |
Cloud and device encryption documented in Xactware data security materials. | |
|
Device-level Authentication Multi-factor authentication required to access device or app. |
Supports device passcode and SSO; MFA is available on enterprise deployments. | |
|
Remote Wipe Capability Support for remotely erasing data from lost or stolen devices. |
Mobile device management capabilities support remote wipe for lost/stolen equipment. | |
|
Role-Based Access Only authorized personnel can view certain types of data. |
UI and system support role-based and granular permissions configuration. | |
|
Audit Logging Tracks all user actions for security review and compliance. |
Audit logs for transactions and activities in the app are standard for compliance tracking. | |
|
Compliance Certifications Adherence to legal/privacy standards (e.g., GDPR, HIPAA). |
Xactware's documentation states GDPR and SOC compliance; meets industry regulations. | |
|
Secure Data Storage Data stored with encryption on the device and in the cloud. |
Data encrypted at rest and in transit on device and in cloud, per security documentation. | |
|
Automatic Time-Out App/device automatically logs out after period of inactivity. |
App auto-locks after inactivity; user re-authentication needed. | |
|
User Permission Settings Granular permissions for different app functions. |
User permissions can be set by administrators for features/tasks. | |
|
Physical Hardware Locks Physical locking mechanism to prevent unauthorized device use. |
No information available |
Connectivity & Communication
(3 Yes /3 Known /10 Possible features)
|
Cellular Capability Device supports 4G/5G mobile data connections. |
Available on devices with 4G/5G modems (depends on device, not app). App supports cellular data use. | |
|
WiFi Support Access to wireless networks for data sync and updates. |
App supports WiFi for data sync and downloads. | |
|
Satellite Communication Option Ability to use satellite signals where cellular is unavailable. |
No information available | |
|
Bluetooth Support Supports connecting with other nearby devices (printers, sensors). |
Available if host device supports Bluetooth for accessory connectivity. | |
|
Integrated VOIP Calling Allows voice calls over the internet from within the claims application. |
No information available | |
|
Real-Time Chat Integration Text chat functionality with internal teams or policyholders. |
No information available | |
|
Video Call Support Initiate and receive video calls for live assessments. |
No information available | |
|
Communication Logs Record of calls, chats, and messages linked to each claim. |
No information available | |
|
Message Broadcast/Alerts Send mass notifications regarding crisis events or urgent information. |
No information available | |
|
Push-to-Talk Walkie-talkie style team communication built in. |
No information available |
Claims Workflow Management
(9 Yes /9 Known /10 Possible features)
|
Task Assignment Allocate and reassign tasks to adjusters automatically or manually. |
Managers can assign, reassign tasks and claims via the app or linked system. | |
|
Progress Tracking Visibility into status updates, deadlines, and next steps. |
Progress and claim status viewable in real time in the mobile interface. | |
|
Escalation Rules Automated triggers for cases requiring higher-level review. |
Automated escalation configurable in Xactimate's workflow engine. | |
|
Custom Workflow Designer Build and modify process steps for each claim type. |
Workflow can be designed and configured per claim type. | |
|
Integration with Core Claims Platform Seamless push/pull of claim data to main insurance claims system. |
Integrates directly with Xactimate's core claims system and other policy platforms. | |
|
Due Dates/Reminders Automatic prompts or alarms for unfinished tasks. |
Due dates and reminders (push/alerts) are standard in task management. | |
|
Configurable Checklists Personalized checklists per claim or line of business. |
Checklists can be provided and customized per client/line. | |
|
Auto-Assignment Rules Dispatch assignments based on geography, expertise, or workload. |
Geo, workload, skill-based rules for auto-dispatch are part of admin setup. | |
|
Claim Prioritization Engine Automatically ranks claims by urgency or business rules. |
Automates claim priority/scoring according to business rules. | |
|
Bulk Processing The number of claims that can be handled concurrently. |
No information available |
Image and Document Management
(9 Yes /9 Known /10 Possible features)
|
High-Resolution Image Capture Ability to capture photos suitable for detailed claims review. |
Photo quality/sizing designed for claims review and compliance; high-res camera required on device. | |
|
Batch Upload Upload multiple images/documents simultaneously. |
Multiple images/documents can be batch uploaded from device. | |
|
Cloud Storage Integration Files sync directly to secure cloud repositories. |
Direct integration with Xactimate cloud for seamless file sync/storage. | |
|
Document Tagging Apply metadata for easy retrieval and classification. |
Tagging/metadata assignment for attachments and photos is supported. | |
|
Version Control Track and manage different revisions of the same document or photo. |
Document/photo versioning evident in the web and app platforms. | |
|
PDF Generation Automatically create reports or summaries in PDF format. |
PDF export/generation supported for reports and summaries. | |
|
Optical Character Recognition (OCR) Automatically extract text from physical documents/photos. |
OCR built into image import and document scan workflow. | |
|
Direct Email Sharing Send files directly from the field to stakeholders via email. |
Functionality provided for instant email sharing from the field. | |
|
File Size Limit Maximum individual file size supported by the system. |
No information available | |
|
Audit Trail for File Access Records of who accessed, modified, or shared each file. |
Audit trail of file access/sharing is kept in claims management back-end. |
Integration & Interoperability
(10 Yes /10 Known /10 Possible features)
|
API Support Well-documented APIs for integration with other software solutions. |
Robust API for integration with other insurance platforms and vendor solutions. | |
|
ERP/CRM Integration Direct exchange of data with internal ERP or CRM systems. |
Provides connectors for ERP/CRM data exchange (e.g. Salesforce, Guidewire). | |
|
GIS Mapping Integration Overlay claims with geospatial data for risk and catastrophe assessment. |
GIS layers and map data for catastrophe management shown in documentation. | |
|
Email Integration Automatically link correspondence to relevant claims. |
Claim-related email automatically linked to files via integration. | |
|
Third-Party Data Feeds Accepts data from external providers (weather, repair estimates, etc.). |
Accepts third-party data (weather, repair cost, public databases). | |
|
Digital Payment Integration Connects directly with systems to issue claim payments digitally. |
App supports electronic payment integration via third-party partners. | |
|
Single Sign-On (SSO) Access through company-wide authentication systems. |
Supports enterprise single sign-on (SSO) via SAML/ADFS and OIDC. | |
|
Workflow Automation Trigger external actions based on field events. |
External actions and notifications can be triggered via integrated workflow automation. | |
|
Data Export Options Customizable data exports (CSV, XLSX, PDF, XML, JSON, etc.). |
Exports can be customized (CSV, Excel, PDF, JSON, XML). | |
|
Legacy System Compatibility Supports integration with older back-office systems. |
Integration stacks allow for connection with legacy back-office insurance systems. |
Reporting & Analytics
(9 Yes /9 Known /10 Possible features)
|
Custom Report Builder Create tailored reports from claims and inspection data. |
Customizable report builder available for all claims data. | |
|
Dashboards Visual, at-a-glance summaries of field adjuster activity and claims status. |
Dashboard summaries provided for claims, estimates, adjuster activity. | |
|
KPI Tracking Monitor key performance indicators (volume, speed, NPS, etc.). |
KPI tracking dashboard available by default. | |
|
Productivity Analysis Reports on individual or team performance metrics. |
Productivity metrics and analytics available for field adjusters/teams. | |
|
Data Visualization Tools Generate graphs, charts, and maps directly from raw data. |
Built-in data visualization for estimates, claims, and geodata. | |
|
Exportable Analytics Ability to export analytics/reports in multiple file formats. |
Exporting analytics and summaries in common formats is natively supported. | |
|
Automated Report Scheduling Push regular reports to stakeholders on a scheduled basis. |
Automated reporting is available on a scheduled or triggered basis. | |
|
Exception Reporting Alerts and reports for out-of-norm claims or field activity. |
Exception/alert reporting available for outlier claims and activities. | |
|
Time-to-Resolution Metrics Measurement of average/median claim cycle time. |
No information available | |
|
Compliance Reporting Reports tailored to regulatory requirements. |
Compliance reporting templates are available for regulatory agencies. |
Field Collaboration Tools
(4 Yes /4 Known /10 Possible features)
|
Real-Time Group Chat Chat groups for teamwork on large/complex cases. |
No information available | |
|
Collaborative Document Editing Multiple users can edit the same report/document simultaneously. |
No information available | |
|
Shared Calendar Team schedules and joint appointment management. |
Shared calendar and scheduling tools available for teams. | |
|
Live Location Sharing Adjusters can see each other's field locations in real time. |
No information available | |
|
Expert Consultation Integration Seamless invitation/escalation to specialists (engineers, medical, legal). |
App allows consultation/escalation workflow for specialists. | |
|
Instant File Sharing Send files to colleagues instantly in field conditions. |
Instant sharing of files and images between users is available. | |
|
Team Task List Shared actionable lists for joint assignments. |
Team task lists for joint casework available as a workflow feature. | |
|
Mobile Whiteboard Collaborative sketching/drawing tool for field teamwork. |
No information available | |
|
Voice Memo Sharing Share short recorded audio messages with team. |
No information available | |
|
Notification Controls Control team alerts and message preferences. |
No information available |
User Support & Training
(10 Yes /10 Known /10 Possible features)
|
In-App Tutorials Interactive walkthroughs and tips for new users. |
App offers in-app tutorials and onboarding tips for new users. | |
|
User Manual Access Full digital manual available on the device. |
In-app access to a full digital user manual. | |
|
Live Chat Support Direct access to product support staff via chat. |
Support team available via in-app chat function. | |
|
Phone Support Availability of phone help during working hours. |
Direct phone support and escalation provided for Xactimate Mobile users. | |
|
Remote Desktop Support Option for technicians to remotely diagnose/fix software issues. |
Remote support and diagnostics available via backend and support partnership. | |
|
Knowledge Base Searchable library of articles, videos, and FAQs. |
Extensive online knowledge base and FAQs for Xactimate users. | |
|
Self-Service Ticketing Ability to log and track IT/support requests from the device. |
Users can log and track support tickets from within the app. | |
|
Contextual Help Help prompts or support links embedded in workflow screens. |
Contextual help and guidance available throughout application screens. | |
|
Feedback Mechanism Tool/feature to submit suggestions or report user experience issues. |
User feedback and bug reporting function provided within the application. | |
|
Onboarding Checklist Structured guide to fully set up and start using the system. |
Step-by-step interactive onboarding checklist available for new users. |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.