There are two ways that you can utilize the Hover - Xactimate integration to seamlessly pass property data, sketches, and damage photos from Hover into Xactimate. Both workflows are available for Web, Desk, and Mobile.
Start in Hover - Take the photos on site and then import the data into Xactimate.
Start in Xactimate - Initiate a new Hover project from within Xactimate, capture the photos, and then import the data into Xactimate.
This workflow can be used to invite a professional partner or policyholder to take the photos.
This article will cover the "Start in Xactimate" workflow. In this flow, you will create a Hover draft job from within Xactimate so that either you, a professional partner, or a policyholder can capture the property with Hover and then import the data into Xactimate.
Course: Create a Hover Invite in Xactimate
Take advantage of this short (10 min), interactive walkthrough to learn how Initiate a new Hover project and invite to capture from within Xactimate.
Before you get started
If you have not already, use this form to enable the integration on your account and have the following available:
Verisk Account Number (or Carrier ID)
Xactnet Address
Default user in your Hover account (email address)
Submitting this form will automatically notify both the Hover and the Verisk Support teams who will complete the setup and configuration for you within 3 business days.
When complete, you will be notified from either Hover Support or your Hover Account Management team.
Click the expand arrows below to reveal more or collapse information.
Steps for Xactimate Desktop (X1)
1. Click the "house icon" and then "New Order" in Xactimate
1. Click the "house icon" and then "New Order" in Xactimate
Highlight your project by clicking on it
Click the house icon on the right side of the screen
A pop-up window titled âRequest Dataâ will appear
Select New Order then click Next
You'll be automatically redirected to the Xactimate Data Request website to complete the service request and may need to sign in with your Verisk account credentials.
2. Select the service
2. Select the service
Choose the desired service from the provider drop-down list. It should match the deliverable ordered from Hover:
Use Roof for Hover roof-only measurements
Use Roof & Walls for Hover complete roof and exterior measurements
Use Interior Walls for Hover interior floor plans/measurements
3. Confirm the claim information
3. Confirm the claim information
Validate the information for the request is correct
Pay close attention to the claim or lead number since that needs to match between Hover and Xactimate for the integration to work successfully
4. Select the primary contact (who will take the photos?)
4. Select the primary contact (who will take the photos?)
Validate the contact information for the claim representative
If another claims professional will handle the capture, validate or enter their information in the claims representative section and check the primary contact box next to their contact information.
Validate the contact information for the property owner
If you would like the policyholder to perform the capture, validate or enter their information in the property owner field and check the primary contact box next to their contact information.
They will receive an invitation to capture the property via text and email.
Click Submit
Once submitted, you will immediately see a notification at the center of your screen that says: "Request Submitted" and the order details will auto populate under the Order History heading on the bottom of the same page.
At this point Xactimate will automatically create a Hover draft project in your account with the associated claim details. Once the photos are captured and the project is finished processing, youâll be able to view the property details and photos in Hover and import them into Xactimate.
5. Capture property with Hover as usual
5. Capture property with Hover as usual
You will still be able to track the job process in your account even if you selected another party as the primary contact (either a professional partner or policyholder).
6. Click on the "pencil icon" to edit the project in Xactimate
6. Click on the "pencil icon" to edit the project in Xactimate
From the Local Projects screen, highlight your project by clicking on it.
Then click the pencil icon the right side menu.
Once you receive a notification that your Hover job is ready to be imported, go back into the Xactimate local projects page.
7. Open the sketch tab and import selected data
7. Open the sketch tab and import selected data
Under âEstimateâ choose the âSketchâ tab and click the import icon (roof sketch image)
Youâll see the Hover files available to pull in that matched the requested data for the lead or claim number. Select which records to import.
Click Import
Once imported, the plan(s) will be unlocked in Xactimate for editing.
8. View the sketch, photos, and measurement pdf
8. View the sketch, photos, and measurement pdf
The Hover 2D/3D sketch and measurements will import into your working estimate.
See all the imported photos in one place (including damage and annotated photos, if applicable)
Go to the the "Documents" tab and then âReportsâ for the measurement file(s).
Xactimate Online (XOR)
There are a few difference in how you request data in the Xactimate Desktop and Online versions. There are nor differences in how you will import the Hover data.
Review the information below to see the differences in requesting data.
Confirming the request data details
Confirming the request data details
Once you click the house icon to request data, a pop up window entitled "Request Data" will appear
Choose the desired service from the provider drop-down list:
Use Roof for Hover roof-only measurements
Use Roof & Walls for Hover complete roof and exterior measurements
Use Interior Walls for Hover interior floor plans/measurements
Validate the data for the request is correct
Pay close attention to the claim or lead number since that needs to match between Hover and Xactimate
Click Submit
You will immediately see a notification at the bottom of your screen that says: "Your request was processed successfully"
Verisk Support Contact Information:
Monday - Friday 7:00 AM - 9:00 PM EST
Main Toll-Free #: 1-800-888-4476
Verisk can also be reached via live chat through their help portal