Policy review that speeds preparation — not coverage decisions
Upload policy PDFs, generate AI-assisted summaries, and ask follow-up questions from saved analysis — with human review required before you rely on any output.
Built for adjusters reviewing policy PDFs on Pro and Premium plans.
Dedicated policy PDF workflow
- Upload policy PDFs through the Policy review tab — separate from general claim document uploads.
- AI-assisted summaries highlight coverage-related language, exclusions, and limits for faster orientation.
- Re-upload policy PDFs when exact wording matters; summaries are not a substitute for the source document.
Policy Q&A from saved analysis
- Ask follow-up questions against saved policy analysis without re-uploading the full PDF each time.
- Policy Assistant on the Policy review tab keeps Q&A scoped to that claim’s saved analysis.
- Claim Copilot can use saved policy context elsewhere on the claim — verify before client or carrier use.
Security, plans, and fair use
- Policy PDFs stay in your claim workspace with the same access controls as other claim files.
- Policy review and Policy Q&A require Pro or Premium with fair-use limits on AI-assisted requests.
- XactaClaim does not make coverage determinations — adjuster judgment stays central.
Not a coverage determination
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
Review policies faster with adjuster control
Compare plans or book a demo to see Policy review, Policy Q&A, and human review workflows together.