Xactimate Level I Training | CAT Adjuster Training (2024)

Overview

The 3-Day Xactimate Level I Training is designed for an adjuster who is new to the adjuster profession and is looking to learn the Xactimate estimating program. Students in this course will be taught how to write professional, accurate, and timely estimates using Xactimate’s best practices. This course includes Xactimate X1 claim setup, navigation, sketching (roof and interior), and scenario-based estimating.

Course Requirements for Virtual Classroom

Students of this course should meet the following criteria before attending the virtual class:

  1. Dual monitors or two computers – One computer/monitor for MS Team class instruction and separate computer/monitor for Xactimate estimating.
  2. Have a laptop or desktop computer that has Xactimate’s latest version installed (X1) – (Verisk offers a 30-day free trial of the Xactimate program) - If you are not a current Xactimate customer, you can request a free 30-day demo from the Xactware website: Xactimate Demo Download Link
  3. External mouse
  4. High-speed internet connection
  5. Basic computer skills and understanding of Microsoft Windows navigation

What to Expect

This course will be instructed by a Xactimate Affiliate Trainer (XAT) with over fifteen years of property adjusting experience and ten years of teaching the Xactimate program. The class begins promptly at 8:00 am (CST) and will end at 5:00 pm (CST). There will be two fifteen-minute breaks and a one-hour lunch.

Course Objectives

Students of this course will be taught:

  1. Claim setup (Adding coverages, deductible, price list selection, depreciation, and overhead & profit)
  2. Basic fundamentals of software system
  3. Sketching roofs and interior floor plans (will include tools needed for complex roofs and interior sketches)
  4. Scenario-based estimating (Wind/Hail damaged roofs, tree on fence estimating, elevation repairs, and interior water damage)
  5. Xactimate Claim wrap up and reporting
Xactimate Level I Training | CAT Adjuster Training (2024)

FAQs

How long does it take to get Xactimate level 1 certified? ›

The 3-Day Xactimate Level I Training is designed for an adjuster who is new to the adjuster profession and is looking to learn the Xactimate estimating program. Students in this course will be taught how to write professional, accurate, and timely estimates using Xactimate's best practices.

How much does Xactimate training cost? ›

Xactimate Fundamentals - $299

With the guidance of an expert instructor and comprehensive materials, you're not just learning – you're preparing to excel in your field.

What are the levels of Xactimate? ›

There are three levels of certification: Level 1 – Fundamentals, Level 2 – Proficiency, and Level 3 – Mastery. Each level increases in difficulty and is considered a prerequisite for the next level.

Where can I learn Xactimate? ›

The Adjuster School offers an Online Xactimate Training Course. The course is 100% self paced, and online.

Is Xactimate hard to learn? ›

If you're middle-aged or above (like me), mastering new, complex computer programs like Xactimate can feel completely overwhelming, like an impossible hurdle. The good news is that anyone can master Xactimate. I know because I've watched it happen. I've witnessed great success in some of my most unlikely students.

Can you get Xactimate for free? ›

Our professional demo provides free access to Xactimate desktop, mobile, and online for 30 days.

What software do insurance adjusters use? ›

Adjusters and insurance companies all use Xactimate to help process property claims. Xactimate can help an adjuster to document property damage. By using the software, an adjuster can both sketch out property details, as well as create loss estimates.

What is Xactimate level 2 certification? ›

The Xactimate Desktop Level 2 Certification Exam verifies the user has mastered the fundamental concepts and can use intermediate level proficiency practices to increase efficiency, productivity and accuracy.

Can you export Xactimate to Excel? ›

Select Save project or Export to Excel. If you select Save project, your project saves to your device as an . esx file.

Do insurance companies use Xactimate? ›

It is widely used by insurance companies, adjusters, restoration professionals, and contractors to calculate the cost of property damage repairs and replacements. Xactimate offers a comprehensive solution for creating precise and detailed estimates throughout all stages of the claims process.

Do public adjusters use Xactimate? ›

Insurance companies and their adjusters use Xactimate for both residential and commercial claims. They trust Xactimate estimates for pricing accuracy.

How long does it take to do an Xactimate estimate? ›

Improve “cycle” times and reduce costly omissions. We will review each damage scope carefully for costly omissions to help you create more accurate, more consistent, and more profitable Xactimate estimates. Turnaround ranges from 24-48 hours.

How long does an Xactimate certification last? ›

Certified Trainer status is valid for two years, after which the certification status will expire and must be renewed. Confirms the trainer has completed a prestigious Xactware training program and is prepared to train their staff.

How much is the Xactimate course? ›

Verify Your Knowledge and Proficiency With Xactimate Certification
Xactimate Desktop Certification Level 1$110.00 USDAdd to Cart
Xactimate Desktop Certification Level 2$110.00 USDAdd to Cart
Xactimate Desktop Certification Level 3$110.00 USDAdd to Cart

How do you become a Xactimate estimator? ›

Many employers prefer candidates with a bachelor's degree in construction or prior experience with Xactimate. To be successful in a Xactimate job, you must understand construction principles and know standard building practices, as well as be familiar with construction materials and blueprints.

How long does it take to get your IT certification? ›

Certs That Typically Require 4 Months

These are either single-exam advanced certifications or entry-level certifications with more exams. Most people should be able to earn these CompTIA, Microsoft, and (ISC)2 certifications in about four months.

How many times can you take the Xactimate certification exam? ›

You can attempt the certification exam multiple times within a one-year period until you pass it. Once you pass, the certification will be valid for two years. Please enter your Product Key Code: Your Product Key Code is a 20-character code found by choosing About Xactimate from the Help menu in the Xactimate program.

Do you have to be Xactimate certified? ›

Self-study is a great place to start, but as a new, untested adjuster, passing the Xactimate User Certifications is the only way to PROVE your proficiency to IA firms. Anybody can get a license and call themselves an adjuster.

What is xactimate level 2 certification? ›

The Xactimate Desktop Level 2 Certification Exam verifies the user has mastered the fundamental concepts and can use intermediate level proficiency practices to increase efficiency, productivity and accuracy.

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