Working Remotely
Learn the tools needed to successfully work remote assignments for Legion Claims
- Xactanalysis
- Collaboration
- Claim Xperience
- File Review – See the Review of a Live Claim & Acquire the Knowledge to Get Your Legion Claims Approved.
The first, largest, and only full-cycle claims management software and reporting tool available in the property insurance industry. As claims flow through its network the data is constantly monitored to help claims professionals catch errors, report on progress, and benchmark performance.
XactAnalysis is the industry’s most powerful assignment network and analytical tool. Send or receive assignments, track the status, and view reports that help you pinpoint potential problems and solve them. You can even benchmark your company against other industry leaders who use XactAnalysis to see how you are doing.
XactAnalysis Enables you to:
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- track claims assignments to make sure company standards are met
- audit claims estimates to catch and correct errors
- store estimates, valuations, floor plans, photos, notes, action items, and even audio files to maintain thorough documentation on all claims assignments
- monitor adjuster performance to identify areas for improvement
- generate easy-to-read real-time reports on company performance and compare those against industry standards
- Estimate collaboration allows a claim rep/adjuster who is not the assignee to perform work on a returned estimate without changing the ownership (assignee). When an estimate has been checked out for collaboration, only the collaborator may do work on the estimate. We will instruct in this class:
Keys to Effective Policyholder Collaboration
- Estimate Collaboration
- Defining the Collaborators Role
- Setting Up a Collaborator
- Assigning a Collaborator
- Steps to achieve a successful
- Collaboration on an Assignment
- Claim Xperience offers powerful self-serve collaboration tools that help claims representatives involve policyholders more deeply in the claims process. Estimate a small loss using streaming video from a policyholder’s cell phone; let policyholders create and document a loss inventory with online tools; and direct policyholders to a website that lets them choose a contractor and manage their repairs. Claim Xperience offers a policyholder unprecedented involvement and a more positive experience while at the same time reducing claims-handling costs.
When policyholders participate in the claims process, cycle times go down and customer satisfaction rates go up. Now advances in mobile technology allow policyholders to be deeply involved in their claims.
Claim Xperience helps claims representatives collaborate more effectively with policyholders. We will provide an overview of this new solution and one of its key features, video collaboration, which lets policyholders stream videos of their losses and interact with claim representatives in real time.
Review. Document. Share. Keep your entire team synced up and working together from one digital workplace.
Video collaboration connects the adjuster with the insured who shares messages, photos, and videos. Contractors chime in with onsite developments. And the adjuster updates the claim status and answer any questions from the insured.
The insured’s role
- Share live video
- Upload pictures and video clips of damage
- Message agents with a mobile-friendly chat client
- Indicate availability on the shared calendar
The adjuster’s role
- Triage damage from the desk and fast track claims resolution
- Decide whether to settle, visit, or schedule repair work
- Respond to insureds and communicate with the entire claims team
- Coordinate claims team with insured calendar
The Xactanalysis Estimate Review Queue is a module that places all designated assignments returned from your adjusters into a list for a desk review. The administrator assigns specific estimates to individual reviewers for approval. If the queue is turned on, you can see the current status of the assignment on the Assignment Detail page, for example Estimate Not Reviewed.
In the Estimate Review Queue, the carrier and service provider can perform reviews on the same estimate simultaneously without affecting each other’s reviews. The carrier and the service provider can also configure rules, set statuses, run advanced search filters, and create personal rules for their own review processes in the Estimate Review Queue.
Available Course Dates
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