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