In this article, we cover how to leverage the Verisk + HOVER integration when you're starting in X1, capturing a job through a HOVER Invite to Capture, and then finishing the estimate in X1 once the measurements are ready.
NOTE: All Xactimate screenshots reference the older version of Xactimate, 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.
This process assumes that the carrier's Verisk integration settings have been setup within HOVER to automatically send an Invite to Capture to Independent Adjusters, rather than the original method which is to create a draft job in the IA's app to be automatically billed to the carrier's organization through shared wallet access.
To get started, follow the steps below to request data from HOVER for an existing project in X1:
On the Local Projects screen in Xactimate, click on your project so it’s highlighted in blue
Click on the house icon which is the 5th icon from the top, on the right side of the screen
A pop-up window titled “Request Data” will appear.
Select Property Data (even if you are using HOVER for just roof measurements)
Select one of the HOVER options from the provider drop-down list:
Use HOVER Roof for roof only measurements
Use HOVER Roof and Walls for complete roof and elevation measurements
Validate that the data entered in the "Request data" window is correct
You will immediately see a notification that says: "Succeeded"
Capturing a Property in HOVER via the Invite to Capture
Prior to this step, you will have already received a text message and/or email informing you that you've been requested to gather measurements for a specific property.
When onsite at the loss location, tap the link from the text or email message (if using the link from the email message, make sure you're accessing it from a smartphone or other mobile device, rather than a laptop):
If you already have the HOVER app, it will take you to that specific property and you can start capturing photos
If you don’t yet have the HOVER app, it will first take you to the app store, then guide you through some introductory screens to get your user account set up (as shown in the example image below):
All of the claim details auto-populate from Xactimate
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
The HOVER measurements and 2D/3D sketch will import into your estimate
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).