Xactimate Levels 1 & 2 Training

Xactimate Levels 1 & 2 Training

For Contractors and Adjusters: Beginner/Intermediate Xactimate Users

In the Level 1 – Fundamentals Course you will learn to:

Use the 4-Step estimating process to estimate an interior, exterior, structure, or roof loss.

Enter Claim Information.

Use Xactimate’s Sketch window to sketch a loss, add and manipulate room features, and use room variables.

Scope a Loss by adding Line Items to your estimate.

Complete an Estimate and view, print, email, and export your estimate.

Use Xactimate’s powerful Tools and Help features.

Be prepared to take and pass the Level 1 – Fundamentals Certification Exam.

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In the Level 2 – Proficiency Course you will learn to:

Enter more detailed Claim Info.

Use Sketch to enter and manipulate interiors, exteriors, elevations, structures, and roofs.

Add manipulate Multiple Levels, Level Properties, Sketch Options.

Powerfully use Grouping Members and the Global Changes Wizard.

Use the Estimates Window to Search and add estimate Line Items.

Use Elevation Grouping Member and Elevation Dimensioning to add line items

Use Macros to save time and add accuracy to your estimates.

Use Templates to save time and add accuracy to your estimates.

Be prepared to take and pass the Level 2 Proficiency Certification Exam.

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Upcoming Levels 1&2 Webinars:

Meet Your Instructor

​Our webinars are taught by Master Certified Xactimate Instructor, Bruce Authement, and they are identical to our Live Classroom courses except with the benefit that you can attend the course from your home or office. Bruce is the current president of the National Association of Catastrophe Adjusters and has 20 years of experience as a catastrophe adjuster and trainer. Additionally, your Webinar will be recorded and made available for you to use as a resource for later viewing. Bruce will slowly demonstrate each lesson and then will work with the class as each participant replicates in Xactimate what they have been taught. Bruce breaks down each activity into small bite-size chunks so they can be easily digested and learned. Each activity builds on the one that preceded it. You can ask as many questions as you like as the Webinar is intended to be interactive between the Bruce and participants.

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Your Class is recorded and made available for your later viewing.

Use of Xactimate is in your “real-world” setting; a high “transfer of knowledge.”

You are eligible for quarterly Xactimate Webinar updates for life.

Small class sizes.

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Our Teaching Style – Step by Step

First: Instruction are given on the “what” and “why” of a lesson.

Second: A slow step-by-step instructor demonstration of each incremental activity in the lesson is presented.

Third: Participants then undertake the same activities with instructor oversight. Need help? Just ask Bruce in the webinar, send a chat, or share your screen.

Fourth: Your instructor will confirm with each student that they have confidently and competently performed the activity in the lesson.

Fifth: Keep in mind, we never move forward until all participants understand and can complete an activity or lesson…never.

Upcoming Levels 1&2 Webinars: