Move property claim work out of scattered spreadsheets
Spreadsheets are fine for quick lists — but claim files need documents, client-visible tasks, communication history, and review context in one place.
For public adjusters, independent adjusters, and small claim teams.
Where spreadsheets break down on claim files
Most teams start with a tracker. Problems show up when the file grows and work spans people, clients, and carriers.
- Document requests live in email threads instead of a client-visible checklist
- Client communication history is split across texts, calls, and inbox folders
- Claim timeline and phase changes are hard to reconstruct later
- Estimate comparison prep means hunting PDFs across drives and tabs
- Policy review notes scatter across tabs without a dedicated review workflow
- Team visibility depends on who updated the sheet last — not a shared claim file
What XactaClaim adds on top of a tracker
- One claim file workspace with phases, documents, photos, and timeline activity
- Secure PIN web client portal for client-visible tasks and uploads
- Outstanding items and work queue tasks tied to the claim record
- Consent-aware SMS and email updates when messaging is configured
- Agreements and view-before-sign signatures in the portal (beta)
- AI-assisted policy review, photo review, and Premium estimate comparison — outputs you verify before sharing
When spreadsheets may still be fine
XactaClaim is not asking you to abandon every sheet overnight.
- Very small or temporary tracking during intake triage
- Finance exports or billing summaries your accountant expects in Excel
- Custom offline analysis that does not need to live on the claim timeline
- One-off calculators that are not part of the client-facing file
Honest comparison disclaimer
XactaClaim provides organization, automation, document review, and AI-assisted analysis tools. It does not provide legal advice, insurance coverage determinations, claim payment guarantees, or professional adjusting services. Outputs should be reviewed by qualified professionals.
XactaClaim does not replace professional claim judgment, coverage review, legal review, or estimating software such as Xactimate. It organizes claim work — professionals still review and decide.
Frequently asked questions
Organize the next file in one workspace
Start with one claim credit on Solo Trial, or book a demo to compare your current spreadsheet workflow side by side.