Who it’s for

Built for the teams behind property claims

XactaClaim helps property claim teams organize claim files, AI-assisted review, client portal workflows, and communication activity when messaging and voice intake are configured — so every role can work from a cleaner shared record.

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Public adjustersRestoration contractorsRoofing teamsIndependent adjustersProperty damage firms

Who XactaClaim is for

Property claims involve many specialists. XactaClaim helps each role organize documentation, communications, and review workflows without replacing licensed professionals.

Public Adjusters

Carrier estimates, contractor scopes, and client updates rarely stay in one place.

XactaClaim helps public adjusters keep every claim organized, compare estimates on Premium, track requested items, summarize documents with AI assistance, and see claim-related communication history when messaging is configured.

Structured claim workspace and timeline
Estimate comparison / variance review (Premium)
Policy and document AI review (Pro+)
Requested items and phase tracking
SMS, email, and voicemail logs when configured
Demand drafting support (Premium, when enabled)

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Independent Adjusters

Field notes, photos, estimates, and follow-ups need to stay consistent across high claim volume.

XactaClaim helps independent adjusters organize claim context, track tasks, attach XactaClaim-sent communications to the right file when configured, and prepare cleaner review packages — with AI summaries to speed context gathering, not replace adjuster judgment.

Claim dashboard and work queue
Task and follow-up tracking
Document and photo organization
Timeline and communication logs
AI claim summaries and briefing (Pro+)
Client portal for structured updates

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Restoration Contractors

Supplement documentation, photos, invoices, and carrier responses often live in separate inboxes and folders.

XactaClaim helps restoration contractors organize claim evidence, compare estimate differences on Premium, track requested items, and support supplement conversations with a cleaner, review-ready claim file.

Document and photo repository
Estimate comparison (Premium)
Requested items tracking
Client update history when messaging is configured
Timeline of claim activity
AI-assisted review notes (Pro+)

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Roofing / Storm Damage Contractors

Storm claims pile up photos, estimates, follow-ups, and client messages — missed steps can stall revenue.

XactaClaim helps roofing and storm teams track claim activity, organize estimate and document evidence, manage client updates when messaging is configured, and stay on top of follow-ups in one workspace.

Claim pipeline visibility
Document and photo storage
Estimate comparison (Premium)
Follow-up and task tracking
SMS and voicemail records when configured
Requested items and timeline

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Property Damage Attorneys & Legal Support

Legal teams need organized evidence, timelines, and communications — not scattered files to reconstruct later.

XactaClaim helps legal support teams receive cleaner claim files, review timelines, organize communications, and understand document and estimate issues before attorney review. AI outputs are assistive only.

XactaClaim does not provide legal advice and does not replace attorney review.

Chronological claim timeline
Document and communication organization
Policy and document analysis (Pro+)
Estimate comparison context (Premium)
Exportable claim context (Premium beta)
AI summaries for review prep (Pro+)

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Insurance Agents / Brokers

Clients ask for help after a loss, but agents are not the day-to-day claim handler.

XactaClaim can help agents and brokers support insureds by referring them to a more organized claims workflow — with claim materials, requested items, and client updates kept in one place when working with adjusting or restoration partners.

Agents and brokers are referral and support partners — not the primary claim handler in XactaClaim.

Organized claim file visibility (with workspace access)
Client portal and update tracking
Requested items status
Document tracking
Communication history
Referral-friendly onboarding via Solo Trial

Explore this workflow

Match roles to workflows

See how different claim-side roles use the same workspace for different outcomes.

Role, primary problem, XactaClaim workflow, and most valuable features
Role	Primary problem	XactaClaim workflow	Most valuable features
Public adjuster	Carrier vs contractor scope gaps	Build a structured claim workspace and compare estimates	Estimate variance, policy review, timeline, requested items
Restoration contractor	Supplement documentation scattered	Organize photos, docs, and track requested items	Documents, estimate comparison (Premium), client updates
Roofing / storm contractor	Missed follow-ups and lost evidence	Track claim activity and centralize storm documentation	Timeline, documents, SMS/voice logs, requested items
Independent adjuster	Inconsistent files across high volume	Keep context, tasks, and comms on one claim record	Dashboard, work queue, AI summaries, timeline
Property damage attorney / legal team	Review-ready claim history missing	Centralize evidence, communications, and timeline	Timeline, policy notes, exports, communication logs
Insurance agent / broker	Limited visibility for insured clients	Refer to organized claim workflow with adjusting partners	Claim organization, portal updates, requested items

Public adjuster

Primary problem

Carrier vs contractor scope gaps

XactaClaim workflow

Build a structured claim workspace and compare estimates

Most valuable features

Estimate variance, policy review, timeline, requested items

Restoration contractor

Primary problem

Supplement documentation scattered

XactaClaim workflow

Organize photos, docs, and track requested items

Most valuable features

Documents, estimate comparison (Premium), client updates

Roofing / storm contractor

Primary problem

Missed follow-ups and lost evidence

XactaClaim workflow

Track claim activity and centralize storm documentation

Most valuable features

Timeline, documents, SMS/voice logs, requested items

Independent adjuster

Primary problem

Inconsistent files across high volume

XactaClaim workflow

Keep context, tasks, and comms on one claim record

Most valuable features

Dashboard, work queue, AI summaries, timeline

Property damage attorney / legal team

Primary problem

Review-ready claim history missing

XactaClaim workflow

Centralize evidence, communications, and timeline

Most valuable features

Timeline, policy notes, exports, communication logs

Insurance agent / broker

Primary problem

Limited visibility for insured clients

XactaClaim workflow

Refer to organized claim workflow with adjusting partners

Most valuable features

Claim organization, portal updates, requested items

Why different teams use one workspace

A single property claim can involve a homeowner, public adjuster, restoration or roofing contractor, independent or carrier adjuster, attorney or legal support staff, and an insurance agent or broker. Each role sees a different slice of the work.

XactaClaim helps the workspace owner keep the shared claim record organized — documents, communications, requested items, timelines, and review notes — so handoffs are clearer and less time is spent reconstructing what happened.

Controlled workspace access

Workspace access is controlled by the account owner. XactaClaim does not grant unrestricted access to carriers, opposing parties, or external counsel by default. Team seats and invites are managed within your workspace on eligible plans.

Feature value by role

High, Medium, and Low indicate relative value for each persona — not a guarantee every feature is available on every plan.

Feature value by role: High, Medium, or Low relative value
Feature	Public Adjusters	Restoration Contractors	Roofing Teams	Independent Adjusters	Legal Teams	Agents/Brokers
Claim workspace	High	High	High	High	High	Medium
Client updates / portal	High	High	High	Medium	Medium	High
Documents and uploads	High	High	High	High	High	Medium
Estimate comparison	High	High	High	Medium	Medium	Low
Policy/document analysis	High	Medium	Low	High	High	Low
Requested items	High	High	High	High	Medium	Medium
Timeline and communications	High	High	High	High	High	Medium
SMS and voicemail organization	High	Medium	Medium	Medium	Low	Low
AI-assisted summaries	High	Medium	Medium	High	Medium	Low
Billing / plan limits	Medium	Medium	Medium	Medium	Low	Low

For adjusters

Organize claim files, communications, estimates, and requested items in one place.

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For contractors

Support supplement conversations with cleaner documentation and estimate comparisons on Premium.

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For legal teams

Prepare cleaner claim timelines and document packets for attorney review.

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Professional review stays central

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.

Legal teams

XactaClaim does not provide legal advice and does not replace attorney review.

Agents and brokers

Agents and brokers are referral and support partners — not the primary claim handler in the workspace.

Solutions FAQ

Common questions about who XactaClaim is built for.

No. Public adjusters are a primary audience, but the workspace also supports independent adjusters, restoration and roofing contractors, property damage legal support teams, and agents who refer clients to organized claim workflows.

Start with the workflow that fits your team

Try Solo Trial with one claim credit, or book a demo to walk through your use case.

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