Team member: Create a project from XactAnalysis
Updated
by
Jennifer B.
- Log in to XactAnalysis.
- Find and open the XactAnalysis assignment for which you want to create the ClaimXperience project.
- Click Select an Action in the XactAnalysis Detail Summary card.
- Select Open ClaimXperience from the drop-down menu.
- Click GO.ClaimXperience project information is pre-filled using the information from the XactAnalysis assignment.
- Confirm your policyholder’s information.You can invite the policyholder immediately or wait until later in the claim lifecycle.
- Click CREATE.