DiscoverLevel Up ClaimsMastering Xactimate Claims with Todd Beckman - Episode 129
Mastering Xactimate Claims with Todd Beckman - Episode 129

Mastering Xactimate Claims with Todd Beckman - Episode 129

Update: 2025-06-04
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Description

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

 

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Mastering Xactimate Claims with Todd Beckman - Episode 129

Mastering Xactimate Claims with Todd Beckman - Episode 129

Galen Hair, Todd Beckman