Team member: Create a project from XactAnalysis

Updated by Jennifer B.

  1. Log in to XactAnalysis.
  2. Find and open the XactAnalysis assignment for which you want to create the ClaimXperience project.
  3. Click Select an Action in the XactAnalysis Detail Summary card.
  4. Select Open ClaimXperience from the drop-down menu.
  5. Click GO.
    ClaimXperience project information is pre-filled using the information from the XactAnalysis assignment.
  6. Confirm your policyholder’s information.
    You can invite the policyholder immediately or wait until later in the claim lifecycle.
  7. Click CREATE.

How Did We Do?