Estimate comparison

Compare carrier and contractor estimates in one claim file

Upload carrier and adjuster or contractor estimate PDFs, review AI-assisted variance context, and create internal review tasks — with the adjuster responsible for every outbound decision.

Built for public adjusters, independent adjusters, and Premium claim teams.

Side-by-side estimate review

  • Upload one carrier estimate PDF and one adjuster or contractor estimate PDF per comparison (PDF only, max 25 MB each).
  • Identify scope, line-item, and pricing differences in structured review output.
  • Identical PDFs are rejected so teams do not run meaningless comparisons.

From comparison to follow-up

  • Create internal review tasks from comparison results so staff track open questions deliberately.
  • Variance summaries can inform Claim Copilot context — verify against source PDFs before acting.
  • Premium adds demand drafting support you edit before save or send when email is enabled — not automatic carrier submission.

Human review and plan gating

  • Estimate comparison is a Premium plan capability with fair-use limits on AI-assisted analysis.
  • AI-assisted outputs speed preparation — they do not make coverage determinations or replace adjuster judgment.
  • Staff review every draft, task, and client-facing message before it leaves the workspace.

Review responsibility

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.

Claim credits control claim-file capacity. AI, messaging, voice, file uploads, and automation features are subject to fair-use limits. Booster packs add claim credits only and do not increase fair-use limits. Extra seats add workspace user capacity only and do not increase claim credits or fair-use limits.

Frequently asked questions

Estimate comparison is available on Premium when enabled for your workspace. Solo and Pro do not include this workflow.

Compare estimates without rebuilding spreadsheets

See Premium pricing or request a demo to walk through estimate upload, comparison review, and demand draft prep.