Team member: How do I create a ClaimXperience project from XactAnalysis?

Updated 9 months ago 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.

For a brief overview, watch the Initiating ClaimXperience video tutorial.

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