In this article, we cover how to leverage the Verisk + HOVER integration by starting in XactAnalysis with an EDI file to automatically create a HOVER job. This workflow also includes the steps taken in X1 to pull the measurements into your estimate.
NOTE: All Xactimate screenshots reference the desktop version, X1. Some differences will exist if you're using Xactimate Online (XOR).
NOTE: The workflow outlined below shows the minimum amount of information required for the integration to function. You may need to enter more information for your specific process than what is covered here.
Upload an EDI File to XactAnalysis
An EDI file with a claim number and address can be loaded into XactAnalysis and then custom rules can be set up to determine when to automatically create a HOVER job (i.e. by data set or peril type).
Custom rules need to be turned on ahead of time by Verisk. Reach out to your Verisk Account Manager for more information.
Capturing a Property in HOVER
The EDI file, which will have been uploaded to XactAnalysis prior to this step, will create HOVER jobs and automatically assign them to a default user, instead of a specific user. When a job is assigned to you, follow the steps below to properly capture the photos through the HOVER app.
NOTE: In this workflow, customers capturing a property must be set up with job manager access. Reach out to [email protected] for assistance with permission settings, if applicable.
When onsite at the loss location, open up the HOVER app
Tap on the search icon in the top left corner
Search for the assignment either by address or claim number
Tap to open the draft job
All of the claim details auto-populate from XactAnalysis
Tap Take Photos
Capture the HOVER photos as normal - walk around the property taking a photo of each face and corner
Add damage photos, if desired
Tap Continue when done taking photos and then Tap Finish so HOVER can start processing the job:
HOVER will notify you when the job is complete
Importing HOVER Data into Xactimate
You'll be notified in Xactimate when the measurements are ready
Back on the Local Projects page, click the project so that it's highlighted in blue
Click on the pencil icon which is the 6th icon from the top, on the right side of the screen
On the new window, you’ll see the estimator tool on the left side of the screen. Under “Estimate” choose the “Sketch” tab
Click the icon in the top left corner of the sketch window
You'll see the HOVER measurement data is available to pull in
Click Import
The HOVER measurements and 2D/3D sketch will import into your estimate
From the estimator tool, you can access the Measurement PDF.
Click on "Documents", and then click the Reports tab
Click the Documents tab
Click the Attached Docs tab
From the estimator tool, you can click on the “Photos” tab to see all the imported photos for each structure in one place (including damage and annotated photos, if applicable).
HOVER photos imported via the Verisk integration are labeled with the location they were taken around the property (i.e. Front, Front Right, Right, Back Right, etc.)
