Skip to content
⚠️ Staging environment, test only, not production
Sign In

Estimating & Workflow

Claims process

The sequence a claim follows from report to payment: intake, assignment, inspection, estimation, coverage decision, repair, and close. Each step has its own documents and timing, and the contractor's estimate arrives in the middle of it. Understanding the process keeps the right information moving to the right step.

Common questions

What does "Claims process" mean in Xactimate estimating?

The sequence a claim follows from report to payment: intake, assignment, inspection, estimation, coverage decision, repair, and close. Each step has its own documents and timing, and the contractor's estimate arrives in the middle of it. Understanding the process keeps the right information moving to the right step.

Where does "Claims process" show up in a claim?

The term matters on estimates and scopes across the insurance restoration workflow. Browse the glossary for related terms.

Put this to work

ESXPress converts carrier scope PDFs into import-ready Xactimate ESX files, line items mapped to their real code, priced for import.

Start free, 5 conversions, no card →