Set up the Xactimate Integration for Insurance Estimates

Overview

Set up your Xactimate integration in ServiceTitan to connect directly with Xactimate, the industry-standard estimating platform used by insurance carriers. After setup, download the Xactimate catalog into your pricebook, set up structures, and send insurance estimates to Xactimate to receive carrier-approved pricing.

Things to know

• You must have an active Xactimate account with Verisk to use this integration. The integration connects using your Xactnet Address, not a standard login redirect.

• The Xactimate catalog does not include pricing. Pricing is controlled by Verisk and is only applied to your estimate after you send it to Xactimate and receive it back.

• Only items from the Xactimate catalog can be sent to Xactimate. Items from your regular pricebook remain on the estimate but are excluded from the Xactimate payload.

• Line items must be associated with a structure to be sent to Xactimate. Item groups without a structure are excluded from the payload.

• The measurement sketch feature (sending measurement data to Xactimate with your estimate) works with Hover and EagleView only. GAF QuickMeasure is not supported for sketch inclusion.

Best practices

• Download only the Xactimate catalog categories relevant to your business. The catalog contains approximately 32,000 line items. Browse the subcategories and pull in what applies to the work you do.

Step 1: Add and manage structures

Set up your structures to organize estimate line items by property area, such as a dwelling or detached garage, and ensure seamless integration with Xactimate.

1. Go to the top toolbar and click Settings.

2. In the side panel, go to Estimates > Structures.
   

3. On the Structures screen, review the pre-populated structure names. These are the most commonly used structure names in Xactimate such as Dwelling, Detached Garage., and are provided as a starting point.

4. Click + Add new Structure to add a custom structure, enter a name in the text field and click Save.
   

5. To update existing structures:

   • To rename an existing structure, click the structure name, edit it and click Save.

   • To reorder structures, drag and drop them into the desired sequence. The order here determines the order structures appear on your estimates.

     Tip: If a specific structure needs to appear first on your estimates, move it to the top of the list.

   • To delete a structure, click the delete icon next to the structure name.

     Caution: If you delete or deactivate a structure that is already assigned to item groups on existing estimates, those item groups display a warning icon on the estimate page.

6. When finished, click Save.

Step 2: Connect ServiceTitan to Xactimate

The Xactimate integration is configured through a guided four-step setup in Settings [icon]. You need your Xactnet Address from your Xactimate account to complete the connection.

1. Go to the top toolbar and click Settings .

2. In the side panel, go to Integrations > Insurance Integrations.

3. On the Xactimate card, click Active to enable it and then click Edit. 

On the Xactimate screen that opens, complete the setup:

1. Authorize API: Read and agree to the API and Data Authorization terms.         

   1. Click API and Data Authorization to read the API and Data Authorization terms.

   2. Check the agreement box and click Agree.

2. Configure API: Set up your XactNet with ServiceTitan and decide if you use Measurements or not.         

   1. Enter your Xactnet Address in the field provided.
      For more, see How to find your XactNet Address.

   2. Include Measurements:                

      1. Select Yes if you want the option to send measurement sketches to Xactimate when sending estimates. When enabled, ServiceTitan automatically includes the sketch as part of the measurement order.                        

         Note: This feature works only with Hover and EagleView integrations.

      2. Select No if you do not want the options to send measurements as a sketch.

   3. Click Connect.

3. Confirm Connection: ServiceTitan creates a test project in your Xactimate account to verify the connection.        

   1. Open Xactimate and navigate to your cloud projects. 

   2. Look for a project called Test Client

   3. Double-click the project to add it to your local projects to see the claim number. ServiceTitan Test  to confirm the connection is successful. 

   4. After confirming, you can delete the test project from Xactimate and click Next.

   Note: If the test project does not appear in your Xactimate account, contact Technical Support for troubleshooting assistance.

4. Get Started: Review the next steps you need to complete after the connection. These include:         

   1. Setting up structures

   2. Creating an Insurance estimate

   3. Reviewing Xactimate items in Pricebook Catalogs

Step 3: Download and manage the Xactimate catalog

After the integration is connected, a Xactimate catalog is available in Pricebook Connect. This catalog contains the Xactimate line items you need to build insurance estimates.

Download catalog items

1. In the navigation bar, go to Pricebook > Pricebook Connect.

2. Find the Verisk Xactimate Catalog. 

3. Browse the subcategories and select the categories relevant to your business, for example, Roofing, Siding, Gutter. 

4. Download the items you need. You do not need to download the entire catalog.        

   Note: This is not the complete Verisk catalog. It is a strong starting set, and Verisk is expected to expand it over time.

For more, see Pricebook Pro Onboarding Part 3: Add provider catalog items to your pricebook with Pricebook Connect.

Understand downloaded catalog items

After downloading, the catalog items appear in your pricebook as Services, organized by the same subcategories from the catalog:

• Each item includes a code, name, and description pulled from the Xactimate catalog.

• The code, name, and description fields are locked and cannot be edited, because they must stay consistent with the Xactimate catalog.

• Pricing is not included on downloaded items. Verisk controls pricing, so prices are only applied after an estimate is sent to Xactimate and received back.

How missing items are handled automatically

As estimates flow through the integration and the AI PDF parser, new items may appear that don't yet exist in your catalog or pricebook. Here's how ServiceTitan handles these:

Items from the Xactimate integration:

• If the item doesn't exist in the catalog or your pricebook, it is added to both the Pricebook and catalog.

• If the item exists in the catalog but not your pricebook, it is added to your Pricebook and matched to the catalog item.

Items from the AI PDF parser:

• If the item doesn't exist in the catalog or your pricebook, it is created in your Pricebook only (since a PDF item can't be confirmed as a standard Xactimate item).

• If the item exists in the catalog but not your pricebook, it is added to your Pricebook and matched to the catalog item.

This automatic handling keeps your pricebook complete and accurate without requiring you to manually track or add missing line items.

Want to learn more?

• See Use Messages