Request a XactaClaim demo
A demo walkthrough can show how public adjusters, independent adjusters, and small claim teams organize claim files, review documentation, and keep clients moving — without claiming to replace professional judgment or coverage analysis.
What a demo can cover
- Setting up a claim workspace and agency context
- Creating a claim file and understanding claim credits
- Organizing files, documents, and photos in the library
- Using internal Claim Notes for staff-only context
- Policy Review workflow basics
- Estimate Comparison workflow overview (Premium)
- Damage photo documentation and AI-assisted captions/tags
- Tasks and Work Queue for follow-up ownership
- Client portal basics (web PIN access)
- Communications overview when SMS/email/voice are configured
- Billing, plans, and claim credits overview
Mobile companion walkthrough
Pro and Premium demos can include the staff mobile companion — a field extension of the same workspace, not a client app and not full web parity.
- Signing in with verified staff access and workspace gates
- Plan and mobile access requirements (Pro/Premium)
- Opening the claims list and claim detail on mobile
- Claim Quick Create for supported field intake
- Adding mobile Claim Notes (staff-only; source: mobile)
- Reviewing and updating tasks / Work Queue where supported
- Using AI Claim Brief beta on a claim (backend-generated; review required)
- Understanding what still belongs on web — estimate comparison, portal admin, billing, and deeper review
Mobile demo video
A recorded mobile companion walkthrough will be published here. Coming soon.
Request a mobile demo
We aim to respond within one business day. Include your agency name, topic, and what you need help with.
Demo video
A recorded product walkthrough will be published here. Coming soon.
Onboarding guide
Step-by-step onboarding documentation for new workspaces. Coming soon.
Request a demo by email
We do not use a live calendar scheduler on this page. Email us with the details below and we will follow up to schedule a walkthrough.
- Agency or team name
- Number of users
- Typical monthly claim volume
- Current workflow and tools
- Features you want to see in the demo (web and/or mobile)
Request a demo
We aim to respond within one business day. Include your agency name, topic, and what you need help with.