Quick answerXactAnalysis® is the Verisk™ assignment and estimate exchange platform: it carries the assignment record, the estimate file, and any attached documents between a carrier and the party working the claim, per Xactware's help center. The estimate itself is exchanged as an ESX file opened in Xactimate®; a PDF travels as a separate attachment, not as the estimate. Menus vary by version, so verify the exact click path in your own build.

What moves through XactAnalysis®

According to Xactware's help center, XactAnalysis® is used to send and track assignments and to exchange the resulting estimate between a carrier and the party assigned to the claim. Three things typically move through that exchange: the assignment record itself, the estimate file, and any attached supporting documents.

This page describes only that generic exchange. It does not describe any carrier's specific policy, requirement, or workflow, those are set by each carrier and are outside the scope of a procedural reference.

Where the ESX and the PDF sit in the flow

The estimate is exchanged as an ESX file, the native Xactimate® estimate format, per Xactware's documentation. A PDF is not the estimate; it travels as an attachment alongside the assignment, for example a measurement exhibit or a photo report.

In practice, an adjuster or contractor building the estimate needs a measured roof file in ESX before line items can be written, and often wants the same measurements in PDF for the claim file. If you are sourcing that file rather than measuring on site, you can order a roof report by address in ESX, PDF, or both, then bring the ESX into Xactimate® before returning the estimate through XactAnalysis®.

Generic handoff steps

  1. Assignment received

    The party working the claim is notified of a new assignment inside XactAnalysis®, per Xactware's help center. Menus vary by version; verify the exact screen in your build.

  2. Open or import the estimate file

    In Xactimate®, open a new estimate or import an existing measurement file, generally via a Sketch import option, per Xactware's documentation. Menus vary by version; verify in your build.

  3. Build the estimate

    Line items are written against the imported roof geometry and any other scope. This is a standard Xactimate® estimating step, not specific to XactAnalysis®.

  4. Attach supporting documents

    PDF exhibits, photos, and other documentation are attached to the assignment as separate files, distinct from the ESX estimate itself, per Xactware's help center.

  5. Return the estimate

    The completed estimate is submitted back through XactAnalysis® to the carrier side of the assignment, per Xactware's documentation. Menus vary by version; verify in your build.

  6. Confirm assignment status

    Status of the returned assignment can be checked inside XactAnalysis® to confirm it was received, per Xactware's help center.

Checklist before you return an estimate

  • Correct ESX file is attached to the assignment

    The estimate is exchanged as ESX; the wrong file returned means a rework cycle before the carrier side can proceed.

  • PDF or other supporting documents are attached separately

    A PDF is an attachment, not the estimate. Both need to be present if both are required for the file.

  • Claim or assignment number on every attached file matches the assignment

    Mismatched numbering is a common cause of an attachment landing on the wrong claim.

  • Assignment status confirmed after return

    Confirming status inside XactAnalysis® closes the loop on whether the return was received.

Formats at a glance

FileWhat it carriesWhere it is opened
ESXThe estimate itself, including line items and measurement dataXactimate®
PDFA document attachment, for example a measurement exhibitAny PDF reader, saved to the claim file
XMLThe estimate equivalent for Symbility®-based workSymbility®

Format handling is per Xactware's and CoreLogic's official documentation; if you need the underlying roof measurements in ESX, PDF, or XML rather than measuring on site, the published formats and prices are on the sponsor's order pages.

Sourcing the ESX or PDF you attach

If the roof measurement feeding the estimate comes from a report ordered by address rather than a site visit, published formats and rates from the site sponsor, Sketch My Roof, are: Standard ESX $19, Complex-roof ESX $25, PDF-only $25, ESX + PDF $29, with same calendar day delivery for orders before the 6 PM Eastern cutoff and no subscription. Desks working from Verisk™ tools can order through Xactimate® Integration ordering.

Frequently Asked Questions

Is XactAnalysis® the same thing as Xactimate®?
No. Xactimate® is the estimating application. XactAnalysis® is the Verisk™ platform used to exchange assignments and estimates between a carrier and the party working the claim, per Xactware's help center.
Does a PDF count as the estimate in this exchange?
No. The estimate is exchanged as an ESX file. A PDF is a separate attachment, such as a measurement exhibit or photo report, per Xactware's documentation.
Where do the exact menu steps live?
This page describes the generic flow only. Exact click paths vary by software version, so confirm the current steps in Xactware's help center or inside your own build before relying on them.
Does this page describe any carrier's specific requirements?
No. It describes only the generic exchange mechanics documented by Xactware. Any carrier-specific requirement for a given assignment is set by that carrier.

Sources

  • XactAnalysis® is used to exchange assignments and estimates between a carrier and the party working a claim: Xactware Help Center (as of August 2026)
  • Estimates are exchanged as ESX files; PDFs and other documents are handled as attachments to an assignment: Xactware Help Center (as of August 2026)
  • Assignment status can be checked within XactAnalysis®: Xactware Help Center (as of August 2026)
  • Published residential menu: Standard ESX $19; Complex-roof ESX $25; PDF-only $25; ESX + PDF $29; same-day delivery before 6 PM Eastern cutoff; no subscription: Sketch My Roof residential order page (as of August 2026)
  • Xactimate® Integration ordering path for Verisk™ desks: Sketch My Roof Verisk page (as of August 2026)