Who reviewers work for, how file review differs from carrier QA, the entry, mid, and top tiers of review work, and how to handle problem files and adjusters who push back.

Prime Directives and What a File Reviewer Does

Carrier QA and the Three Tiers

Problem Files, Pushback, and Reviewing Your Own Work

Quiz 1

The File Reviewer's Role

Where review sits in the life of a claim, why every resubmission gets a full re-
review, the correction requests you'll send every day, how to write a revision email adjusters actually act on, and how to handle disputes and incomplete revisions.

The Claims Process and the Revision Loop

Good Files and Sloppy Files

Common Correction Requests

Writing the Revision Email

Disputes and Incomplete Revisions

Quiz 2

The review cycle

The broad-to-detailed method for reviewing any file, starting with the required
documents and estimate settings, and why reviewers look at your PDFs instead of your Xactimate file. You'll also learn the one rule that overrides everything else in the course.

Passes 1 and 2, and Why Reviewers See PDFs

Pass 3 and Following On-Site Instructions

Quiz 3

The 3-pass review method

Matt reviews a sample file start to finish, covering the estimate, the photo report, and the activity diary, and then completes the review inside XactAnalysis so you can see exactly how it's done.

The Estimate

The Photo Report

The Activity Diary

Reviewing in XactAnalysis

Quiz 4

The full walkthrough

Ready to earn from the desk? Learn how to review property claims files remotely with confidence in this self-paced training course led by 26 year claims veteran and Xactimate Certified Trainer Matt Allen.Whether you're looking to transition into a remote file reviewer role or improve the quality of your own work product as a field adjuster, this course takes you behind the scenes of the file review process. You'll learn what IA firms expect, how to identify common errors, request corrections, handle revisions, and quickly move files through the review cycle.Through 14 video lessons, 4 quizzes, and a complete hands-on walkthrough of a sample claim, Matt demonstrates his three-pass review process, covering estimates, photo reports, activity diaries, and the final review inside the industry standard in claims management software: XactAnalysis.Designed for licensed adjusters and those with existing Xactimate experience who want to expand their skills and explore new opportunities on the desk side of the property claims industry.

Earn at the Desk | Remote File Reviewer Training for Independent Adjusters

Elite

Roboto Condensed

Roboto

Courses

Communities

Events

Memberships

Subscription

Settings

Billing

Dashboard

Coaching Programs

Bundle Courses

Groups

Digital Products

Physical Products

Live Products

Audio Library

Appointments

Premium Pages

Certificates

Badges

Organization Orders

Affiliate Dashboard

Video Library

Order History

Profile

My Training Passes & Communities

Member Library (Legacy Version)

My Bonus Resources

Manage My Account

Get the App

Contact Support

deantest

Primary Menu

System Defaults

Branding

Sizes

Primary color

Primary color hover

Heading text color

Body text color

Banner text color

Primary button text color

Primary button text hover color

Secondary button background color

Secondary button background hover color

Secondary button text color

Secondary button text hover color

Navbar item background color

Navbar item text color

Navbar item text hover color

primary color

primary hover

body text color

heading text color

dark bg color

off white

brand white

dark

light gray

dark hover

crimson red

light peach

dark gray

medium gray

light gray shade

dark bg - 2

gray

light shade of gray

pink

deep blue

very light gray

neutral gray

deepGray

medium grayish

charcoal

graphite

black transparent

lightish gray

soft-white

peach-cream

navy-gray

stone

Padding

Earn at the Desk | Remote File Reviewer Training for Independent Adjusters

Matt Allen

Course content

Course Description

This Course Includes