Training Classes and Dates

Past Events

Xactimate:

June 10,2019 – Xactimate Introduction (Cost – $150)
June 11,2019 – Xactimate Basic (Cost – $150)
June 12,2019 – Xactimate Intermediate (Cost – $150)
June 13,2019 – Xactimate Advanced (Cost – $150)
June 10-13,2019 – Xactimate All Levels (Cost – $500)

A four (4) day in-person course designed for inexperienced users all the way through to advanced users of Xactimate.

Adjusters can choose to register for one or multiple days of this Xactimate course. The course will begin with a class for students who are new to Xactimate and will end with a class for students who are advanced users. Please read the descriptions and the sample sketches to determine which day(s) fit your experience level.

Each attendee will need a computer with Windows operating system and Xactimate 28 already installed. Mac users must have it partitioned to run a Windows operating system.

Suggested Prerequisites: It is recommended that students with little to no experience as a property claim adjuster also complete the Field Adjusting and/or Desk Adjusting course to establish industry best practices.

Introduction – this class is for users who have little to no experience with the Xactimate platform. It will teach students how to get started in Xactimate by covering the fundamentals of sketching, system navigation, and will cover the basics of XactAnalysis. Completion of this class will prepare students for sketching the simple interior and roof plans covered in the Basics class.

Basics – this class is for users who have previously used Xactimate but have limited abilities with sketching interiors and roofs. The focus of this class will be on constructing basic interior and roof sketches. Completion of this class will prepare students for the more advanced sketching and estimate writing skills covered in the Intermediate class.

Intermediate – this class is for users who can sketch basic interiors and roofs without difficulty and will explore more advanced topics such as the use of reference blocks, roof locks, vertex tool, and overhand manipulation. The class will also cover estimate writing and file documentation. Students will also learn about some common errors and their solutions such as SQL and hidden pages. Completion of this class will provide students with the skills and knowledge to efficiently complete a solid estimate with supporting documentation from start to finish.

Advanced – this class is for users who are already experienced in the Xactimate platform and can efficiently sketch the most common interior and roof plans without difficulty. This class will allow advanced users to continue to build on their knowledge and will cover topics such as sketching elevations, custom windows, roof tie-in’s from first to second story, custom ceilings, and overlay and radius staircases. Completion of this class will enable students to take their Xactimate skills to the highest level.

Symbility:

June 26-27,2019 – Symbility (Cost – $175)

A two (2) day in-person course designed for new or novice users to Symbility.
 
This two day course will introduce first time users to Symbility’s Mobile Claims and Claims Connect software.  The course is also suitable for novice users who are looking to refresh and improve their skills.  Through practical hands on exercises, students will learn how to navigate the Mobile Claims ribbon, diagram and revise floorplans and roofplans, change coverage settings, apply items to an estimate, manage claim ownership, along with other estimating basics, tips, and tricks.  Completion of this course will provide users with the knowledge they need to quickly and effectively estimate claims in Symbility.
 
Each attendee will need a computer with Windows operating system and Symbility already installed.  Mac users must have it partitioned to run a Windows operating system.
 
Suggested Prerequisites: It is recommended that students with little to no experience as a property claim adjuster also complete the Field Adjusting and/or Desk Adjusting course to establish industry best practices.

Field Adjusting and Desk Adjusting Courses

July 8-12,2019 – Field Adjusting Course (Cost – $350)
July 22-26,2019 – Desk Adjusting Course (Cost – $350)

Two separate five (5) day in-person courses designed for field and desk adjusters who are new to the industry.
 
These two courses are intended for field and desk adjusters who are new to the industry and want to get started on the path to being a top performer in the industry.  Both courses will cover all the key elements of insurance fundamentals and operations, fundamental structures of an insurance policy, and the most common causes of loss and the tools needed to work them.  Students will be introduced to the most widely used building principals and materials in residential construction that they will encounter during an inspection and how to identify them.  The courses will also teach students how to clearly articulate a file from start to finish including Xactimate and XactAnalysis setup, discussing settlements with insureds, and the supplemental claim process.  The Field Adjusting course will place more emphasis on scoping while the Desk Adjusting course will place more emphasis on letter writing.  Completion of these courses will equip students with all of the tools and skills they will need to successfully begin their careers as field or desk property adjusters.
 
Each attendee will need a computer with Windows operating system and Xactimate 28 already installed.  Mac users must have it partitioned to run a Windows operating system.
 
Suggested Prerequisites: it is recommended that students also complete the Xactimate Introduction, Xactimate Basics, and Symbility courses to begin developing their skills in these adjusting software programs.