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Mastering Xactimate Claims with Todd Beckman - Episode 129

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Manage episode 486840489 series 3558347
Content provided by Galen Hair. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Galen Hair or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Discover the secrets to mastering Xactimate with Todd Beckman on the Level Up Claims Podcast. With over 25 years in the industry and experience at Xactimate, Todd shares invaluable insights on insurance claims, the importance of understanding policies, and how to leverage Xactimate for business success. Perfect for contractors and claims professionals eager to optimize their processes and ensure fair payments. Tune in for practical advice and learn how to up your game in the insurance claim world.

Highlights

  • Journey from contractor to insurance adjuster.

  • Working experiences with Xactware.

  • Impact of corporate acquisitions.

  • Key advice for contractors pre-work communication.

  • Challenges contractors face with insurance processes.

  • Importance of understanding insurance policies.

  • Essential tools for insurance claims contractors.

  • Precautions when taking assignment of benefits.

  • Importance of starting with solid contractual ground.

  • Xactimate’s guidelines on general contractor definitions.

  • Overhead and profit clarifications.

  • Cost of doing business vs. direct job expenses.

  • Personal narrative in claims and conveying project specifics.

  • Importance of photo documentation in insurance claims.

  • Adjusting estimates to reflect market conditions.

  • Keeping track of job-related expenses.

  • Educating contractors on proper Xactimate use.

Episode Resources

  continue reading

128 episodes

Artwork
iconShare
 
Manage episode 486840489 series 3558347
Content provided by Galen Hair. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Galen Hair or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Discover the secrets to mastering Xactimate with Todd Beckman on the Level Up Claims Podcast. With over 25 years in the industry and experience at Xactimate, Todd shares invaluable insights on insurance claims, the importance of understanding policies, and how to leverage Xactimate for business success. Perfect for contractors and claims professionals eager to optimize their processes and ensure fair payments. Tune in for practical advice and learn how to up your game in the insurance claim world.

Highlights

  • Journey from contractor to insurance adjuster.

  • Working experiences with Xactware.

  • Impact of corporate acquisitions.

  • Key advice for contractors pre-work communication.

  • Challenges contractors face with insurance processes.

  • Importance of understanding insurance policies.

  • Essential tools for insurance claims contractors.

  • Precautions when taking assignment of benefits.

  • Importance of starting with solid contractual ground.

  • Xactimate’s guidelines on general contractor definitions.

  • Overhead and profit clarifications.

  • Cost of doing business vs. direct job expenses.

  • Personal narrative in claims and conveying project specifics.

  • Importance of photo documentation in insurance claims.

  • Adjusting estimates to reflect market conditions.

  • Keeping track of job-related expenses.

  • Educating contractors on proper Xactimate use.

Episode Resources

  continue reading

128 episodes

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