XactAnalysis for Underwriting

A web-based multi-module management system designed by Xactware Solutions for finance & insurance companies.

About XactAnalysis for Underwriting

XactAnalysis is a powerful tool that allows underwriters to assign, track, and view reports on valuations completed with 360Value. When a company needs to value a policy, a valuation request is created; this request is able to be sent to inspection companies, agents, staff, or others using the Internet. Once you receive that valuation request and it has been assigned to staff it can be tracked through the entire valuation process. By utilizing XactAnalysis for Underwriters you can send, track, and report on Insure-to-value assignments

Assignment Tracking

XactAnalysis for Underwriters will provide you with a better way to distribute assignments and track their activity from start to finish. By using XactAnalysis you can eliminate the cumbersome task of manually coordinating communication and events; therefor providing your company with a much more efficient and accurate workflow process.

Within the system you can set up your different staff members (agents, general staff, third party inspectors) with areas and types of valuations they are authorized to cover; this decision is made once and will dictate the initial path assignments take when your organization receives them. Assignments can be made for a single valuation or a group of valuations. Assignments can then be manually assigned or automatically sent in bulk. Whoever receives the assignment will get an automatic and immediate notification, via the media of your choice (fax, pager, email, or phone); by immediately distributing assignments the instant they are received, response time is reduced to an absolute minimum. Then the assignment receiver can log into 360Value and enter basic information about the home the valuation request is referencing. At which point 360Value can calculate the replacement costs, and subsequently update the file.

All valuations are able to be reviewed by any inspectors, administrators, or otherwise authorized individuals. This process will aid in your assignment management from start to finish.

Management Reporting

The graphical reports within XactAnalysis for Underwriters give you a visualization of trends. These reports can quickly identify for you potential areas of concern, allowing you to recognize and react to them in a very fast manner. Every report has complete drill-down capabilities, allowing you to view the underlying data in the largest and smallest of reports. Additionally, you are able to make comparisons between regions, offices, zip codes, and staff. Since all reports are continuously updated you can assure you are looking at the most accurate and complete data your company has to offer.

Product Overview

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