Projects

9 articles

Team member: What are projects?

ClaimXperience projects, also called claims, contain collaboration information shared through ClaimXperience by policyholders and team members throughout the life of the project. Your Claims Library displays those projects of which you are a participant.

Updated 6 months ago by Jennifer B.

Team member: How do I create a project?

Follow the steps on this page to create a ClaimXperience project via ClaimXperience, XactAnalysis, Xactimate, or ContentsTrack.

Updated 4 months ago by Jennifer B.

Team member: How do I open a project?

Click the project in your Claims Library to open your project and view information on your dashboard.

Updated 6 months ago by Jennifer B.

Team member: How do I cancel a project?

For compliance reasons, it is not possible to cancel or delete a project. There are options to mark a project as complete or to archive. Both options remove the project from the default project library view.

Updated 6 months ago by Jennifer B.

Team member: Who gets to see ClaimXperience project information?

Your insurance company has access to the information you add to a project in or using ClaimXperience. Other team members and the policyholder can see information if you share it with them or include them as recipients when you send messages.

Updated 6 months ago by Jennifer B.

Team member: Can I invite a policyholder to a project?

Only the primary contact can invite a policyholder to participate in a project.

Updated 6 months ago by Jennifer B.

Team member: Can I cancel a project?

For compliance reasons, it is not possible to cancel or delete a project. There are options to mark a project as complete or to archive. Both options remove the project from the default project library view.

Updated 6 months ago by Jennifer B.

Team member: Why should I change the status of a project?

Changing the status of a project allows you to use your Claims Library filter to display only those projects with a specific status, reducing the number of projects that are displayed.

Updated 6 months ago by Jennifer B.

Team member: How do I change the status of a project?

Follow the steps on this page to change the status of a project.

Updated 6 months ago by Jennifer B.

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