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Working the claim

Publishing an insurance claim gives you the documents. Submit to insurance hands the published scope to XBuild’s supplement service, where XBuild’s team, with AI assistance, sends it to the carrier, follows up with the adjuster, handles revision requests, and keeps supplementing toward approval. It’s available on insurance projects only. XBuild can’t guarantee a carrier will approve a scope or any amount.

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1. Publish the claim first

Submit to insurance works on a published Xactimate or Symbility scope. Build the claim (Creating an estimate) and publish it (Publishing to Xactimate or Publishing to Symbility). The publish success screen and the project’s post-publish panel then show Submit to insurance.

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2. Review and submit

  1. Click Submit to insurance.
  2. Review the confirmation screen: what XBuild will send, the fee terms that apply to this claim, a claim summary with the total RCV, and the carrier when the claim info names one.
  3. Confirm only if the scope and terms are right.
XBuild sends the published scope plus the full XBuild Report that backs it. A claim can be submitted once; the button disappears afterward.

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3. Fees

The service is billed separately from tokens, and submitting uses no tokens. The fee terms for your claim are shown on the confirmation screen before you submit; for account-level terms, ask XBuild sales or support. Supplement invoices appear on the project with the claim activity and in Invoices and receipts.

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4. After you submit

  • Follow-ups go to the carrier until they respond.
  • Adjuster revision requests come back as revised scopes for review.
  • Supplementing continues through approval.
You can still contact the adjuster yourself, but check Claim activity first so you don’t duplicate a follow-up already in progress.

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5. Follow along in Claim activity

Open the project panel (folder icon) on a submitted claim for the Claim activity feed: emails to the carrier, follow-ups, revised scopes, calls, notes, approvals, and supplement requests, each stamped with who did it and when. XBuild team entries are labeled XBuild. Anyone with project access sees the same timeline; see Team collaboration.

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6. Rex and adjuster emails

Rex can draft an adjuster follow-up email for you to edit and send yourself. That’s your own correspondence and is separate from the supplement service. On a submitted claim, read Claim activity before sending so two follow-ups don’t cross. See Act with Rex.

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7. Recording payments

The scope is an RCV estimate. On plans with Financials, deductible and depreciation payments are recorded in Project finances, separately from the estimate.

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8. Troubleshooting

  • The Submit to insurance button isn’t there. It appears only on insurance projects with a published scope, and disappears once submitted.
  • Nothing’s in Claim activity yet. The first entries appear when the scope goes to the carrier. Check again shortly.
  • Which fee applies? The confirmation screen states it before you submit.
  • The carrier approved less than the scope. Supplementing continues; watch Claim activity for updates.
  • Where do I see what I owe? On the project and in Invoices and receipts.
For further assistance, contact XBuild Support at support@x.build.