INTEGRATIONS · XACTANALYSIS
XactAnalysis, so the Assignment Arrives as a Claim
When an assignment comes through XactAnalysis, the trouble starts if it lands in a mailbox and someone has to key it in before anyone can work the claim.
With Automated Claim Intake, an assignment made in XactAnalysis creates the claim in VCA ClaimsCore, and the claim can go straight to the VCA adjuster whose profile carries the matching XactAnalysis Adjuster Address. To turn it on, contact your CSR.
- In: the assignment, from XactAnalysis, creates the claim in ClaimsCore.
- Without it: the assignment arrives as a notice, and someone keys the claim in by hand.
IN THE CLAIM
The claim starts when the assignment does
Somebody is being asked whether the new loss has been picked up. Somebody else is waiting to hear who has it. The gap between an assignment arriving and a claim being opened is where side lists grow, so the claim has to exist from the start.
FROM THE ASSIGNMENT TO THE CLAIM OF RECORD
- The Assignment Is MadeIn XactAnalysis. With Automated Claim Intake turned on, that creates the claim in ClaimsCore.
- The Adjuster Is MatchedThe claim can be assigned to the VCA adjuster whose profile carries the matching XactAnalysis Adjuster Address.
- While It Is WorkedReserves stay open to change, with full history. Reminders and calendar entries stay on the claim, so the follow-up is not a sticky note.
- When It Is QuestionedThe record of who did what and when answers for the claim, from the day the assignment arrived.
WHAT MOVES
In on Assignment, with the Adjuster Matched
The direction is into the claim: an assignment made in XactAnalysis creates the claim in ClaimsCore. How the rest of your operation connects is scoped against your systems during implementation.
| What | Which Way | Where It Lands |
|---|---|---|
| The Assignment | Into VCA ClaimsCore | A new claim, created when the assignment is made, through Automated Claim Intake. |
| The Adjuster | Matched in ClaimsCore | The claim can be assigned to the VCA adjuster whose profile carries the matching XactAnalysis Adjuster Address. |
| The Claim Record | Kept in VCA ClaimsCore | The claim of record: notes, reserves, correspondence and the history of who did what. |
WHO FEELS IT
Three Desks That Stop Keeping a Side List
Independent adjusting firms and TPAs feel this hardest during surge, when open assignments are exactly what nobody has time to track by hand.
- The Assignment CoordinatorSees new assignments arrive as claims in ClaimsCore, without a private list that only makes sense to the person who keeps it.
- The Desk ExaminerOpens the claim the assignment created and works it in one place, beside the reserve and the notes, without asking anyone to forward a copy.
- The Vendor ManagerReviews outstanding assignments from reports and custom queries on the claims, instead of a spreadsheet rebuilt by hand every month.
OFF THE DESK
The Second System Nobody Planned
Every operation that runs assignments in one place and claims in another builds a bridge out of people. Here are the jobs that bridge is doing.
- Opening a second platform to answer a question about a claim.
- Keying an assignment in by hand so the claim exists at all.
- The status spreadsheet that exists because the assignment lives in one place and the claim in another.
- Working from an emailed copy while a newer version sits somewhere else.
The Symbility connection · Claims software for IA firms · All integrations
THE BOUNDARY
In as a Claim, Not In by Hand
An assignment that lives in a mailbox is a to-do. An assignment that arrives as a claim is the record your team is working from, and the difference shows up the first time a client asks what a claim is waiting on.
The network moves the work and the claim keeps the record, so neither is asked to do the other's job.
VCA was built from the claim up, by an adjuster, so the assignment starts the claim rather than an inbox thread.
Start the Connectivity ConversationHow Implementation Runs →
WHAT TO BRING TO THE CONNECTIVITY CONVERSATION
One real assignment: how it reaches you today, who keys it in, and who has to hear about it. Walking it through settles how the connection is set up.
Questions About XactAnalysis and the Claim
Does VCA ClaimsCore integrate with XactAnalysis?
Yes. XactAnalysis is one of the integrations VCA names publicly, in one role: the assignment and reporting network. With Automated Claim Intake, an assignment made in XactAnalysis creates the claim in VCA ClaimsCore, and the claim can be assigned to the VCA adjuster whose profile carries the matching XactAnalysis Adjuster Address. Your CSR turns the feature on.
Is XactAnalysis where the estimate gets written?
No. XactAnalysis is the assignment and reporting network, and the connection described here brings the assignment into VCA ClaimsCore as a claim. Where the estimate is written is a question about the field, not about this connection.
We also use Symbility. Do we have to pick one?
No. Claims come into VCA ClaimsCore from both on assignment: XactAnalysis creates the claim through Automated Claim Intake, and assigned Symbility claims are imported from unassigned claims. Both are named integrations, which matters for firms whose carrier clients do not all use the same platform.
Who can see the claim once it arrives?
Each party, from its own seat. The coordinator and the desk examiner work the claim in VCA ClaimsCore, and a client with ClientPortal sees its own claims without a phone call or a status spreadsheet.
How is the connection set up?
It starts with discovery, like every VCA implementation. VCA maps how your claims move, including the handoffs from partners such as XactAnalysis, before anything is configured. Automated Claim Intake is turned on by request through your CSR, and each adjuster's XactAnalysis Adjuster Address goes on their VCA profile.
Bring us a claim where the promise was hard to keep
Tell us how assignments reach your desk today and who keys them in. Discovery starts there, before anything is configured.
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