Implementation & setup help for claim teams

What setup help can cover

• Workspace setup and agency context
• Team roles and access expectations
• Claim credit planning across Solo, Pro, and Premium
• File and document category structure
• Policy and estimate workflow setup
• Client portal communication expectations
• SMS/email consent workflow alignment
• Account security and email verification

Implementation checklist

1. Define claim intake fields and required client contact basics
2. Decide document categories and photo organization by loss area
3. Set staff roles and who owns tasks vs. review items
4. Configure client portal expectations (web PIN access; no client mobile app)
5. Create internal note and task workflow conventions
6. Review billing, claim credits, and fair-use expectations
7. Train the team on AI limitations and human review requirements

Plan your mobile companion rollout

XactaClaim mobile is a staff companion app for eligible Pro and Premium workspaces. Client access remains through the secure web PIN portal. Rollout works best when access gates, note conventions, and web-only workflows are defined upfront.

1. Decide which staff need mobile access (inspectors, field adjusters, leads)
2. Confirm Pro or Premium plan — Solo Trial does not include mobile
3. Verify staff emails and complete email verification
4. Confirm workspace profiles and plan/mobile access gates
5. Train staff on mobile Claim Notes (staff-only; not visible to clients)
6. Train staff on task updates and Work Queue habits on mobile
7. Define when Claim Quick Create is appropriate vs. full web intake
8. Explain AI Claim Brief beta — review server-generated summaries before acting
9. Document mobile limitations and workflows that remain web-only
10. Explain that offline mode is not implemented yet
11. Reinforce that clients use the web PIN portal — no client mobile app