Verisk Integration: Seamlessly
Connect Estimate AI with
Xactimate and XactAnalysis
Analyze, reconcile, and finalize estimates without leaving your existing workflow.
Estimate AI integrates directly into the Verisk ecosystem to reduce cycle times,
improve accuracy, and eliminate manual review.
Built for the way claims actually work
Insurance estimates don’t live in one place. Reconciling them manually slows everything down. Estimate AI integrates directly into the Verisk estimating ecosystem, allowing adjusters to compare estimates, identify discrepancies, and complete estimate reconciliation without leaving their workflow. Updated estimates and compliant documentation flow directly back through Xactimate and XactAnalysis.
What this integration enables
Identify discrepancies between contractor and adjuster estimates instantly
Review and reconcile estimates within a single workflow
Generate compliant documentation automatically
Submit updated estimates back into Xactimate
Eliminate manual line-by-line estimate comparison
Maintain full adjuster control over approvals
What changes in your workflow
Estimate reconciliation moves from hours or days to minutes
Manual line-by-line review is eliminated
Estimate accuracy improves through consistent comparison
Compliance documentation is generated and tracked automatically
Claims leakage and audit risk are reduced
Adjusters stay in control with a structured, review-based workflow
Requirements
Technical Requirements
- Active access to Xactimate
- Access to XactAnalysis for estimate submission workflows
- Internet access with a modern browser (Chrome, Edge, or Safari recommended)
Account Prerequisites
- An approved Estimate AI platform account
- Authorized user access within your organization
- User login credentials for Xactimate
Preparation Steps
- Identify the users who will access Estimate AI
- Prepare Xactimate login credentials for those users
- Coordinate with your internal administrator to approve integration onboarding
Step-by-Step Integration Instructions
Step 1: Request platform access to begin onboarding.
To begin using Estimate AI, your organization must first request platform access.
- Contact the Estimate AI Sales team to initiate onboarding
- A secure onboarding agreement will be provided for review and completion
- Provide Xactimate login credentials for authorized users during onboarding
Once the agreement and credentials are received, the Estimate AI team will begin configuring your organization’s account.
Step 2: Account setup and verification.
After onboarding documentation is completed:
- Estimate AI securely configures your organization’s account
- The Estimate AI team notifies Verisk that your users are enrolled for the integration
- Access is enabled within the Verisk estimating ecosystem
Users will receive confirmation once activation is complete.
Step 3: Access the integration in Xactimate.
After activation, users can access Estimate AI directly within their estimating environment.
- Log into Xactimate
- Navigate to the Tools section
- Select Referral from the dropdown menu
- Choose Estimate AI from the available integration options
Selecting Estimate AI sends your XML estimate to your Estimate AI Dashboard.
Step 4: Training and onboarding.
Once access is active, your team will receive guided onboarding to ensure successful implementation.
- Live virtual training sessions with the Estimate AI team
- Recorded video tutorials demonstrating platform workflows
- Best-practice guidance for integrating Estimate AI into your claims process
This onboarding ensures adjusters and claims teams can immediately begin benefiting from AI-powered estimate reconciliation.
Step 5: Begin using Estimate AI.
After onboarding is complete, users can begin using the platform to streamline estimate reviews.
Typical workflow:
- Select Estimate AI from Xactware Tools-Referral menu
- Upload or select an estimate for analysis
- The platform automatically compares estimates and identifies discrepancies
- Adjusters review, approve, or modify differences
- Approved changes and supporting notes are documented within the Estimate AI workflow
Step 6: Submit the updated estimate back to Xactimate.
Once estimate reconciliation is complete, users can submit updated information back into their estimating workflow.
- Submit the updated estimate and compliant documentation notes back to Xactimate
- Review the updated estimate for final verification and approval
- Complete the estimate within Xactimate
- The finalized estimate and compliant notes are submitted to XactAnalysis
Success indicator: The updated estimate and compliance notes are reviewed and finalized within Xactimate, and the completed estimate is successfully transmitted to XactAnalysis.
FAQs & Troubleshooting
How long does integration setup take?
Once onboarding documentation is completed, most organizations can begin using Estimate AI within one business day.
Does Estimate AI replace adjuster decision-making?
No. Estimate AI is designed as a human-in-the-loop system. Adjusters remain fully responsible for reviewing and approving estimate changes.
What happens if discrepancies are found?
Estimate AI automatically highlights estimate differences, allowing adjusters to review, approve, or modify items before submitting updates back to Xactimate.
Are compliance notes automatically generated?
Yes. The platform generates compliant documentation for approvals, non-approvals, and adjuster comments, with the ability to add additional notes as needed.
Support
The Estimate AI team provides ongoing support to ensure a smooth experience throughout onboarding and daily use.
Support includes platform guidance, troubleshooting, and workflow optimization to help your team get the most out of the integration.
Primary Contact
Jeremy Howell
SVP, Sales and Strategic Partnerships
Phone: 479-208-0859
Ready to Transform Your Claims Workflow?
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and see for yourself what Estimate AI can do for your claims workflow.