Xactimate Certification
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Certification Directory
FAQs
Validate your proficiency
Benefits of completing an Xactimate Certification
Validate your proficiency
Verisk property estimating solutions certifications, whether for users or trainers, are designed to validate your proficiency as part of an elite group of industry software experts.
User certification
Verisk currently offers three levels of user certification for Xactimate to independently verify a user’s product knowledge and proficiency. Each level of certification increases in difficulty and is considered a prerequisite for the next level.
Please note: Certification exams may be taken once for up to a year following purchase. Certification is valid for two years.
Level 1 certification - Xactimate Fundamentals
Verifies that a user has the foundational skills required to create an estimate from start to finish in Xactimate.
The Level 1 Certified individual will be required to demonstrate that the following learning objectives have been met:
- Demonstrates understanding of the 4-step estimating process, connecting to XactAnalysis, downloading assignments, Projects tab, Control Center.
- Demonstrates understanding of Claim Information including: insured name, multiple addresses/phone numbers, estimator/reference info, policy/claim info, deductible, price list, tax jurisdiction, activity defaults, overhead and profit, company header.
- Can complete and print an estimate in Xactimate.
- Demonstrates understanding of Sketch windows, Tools, Search pane, Sketch workspace, Items section, View Tools, Plan View, Zoom to Selection, Zoom In, Zoom to Extents, Pan Tool, 3-D View.
- Demonstrates understanding of Room Features, such as Wall Handle, Wall Thickness, Interior/Exterior Dimensions, Room Properties, Ceiling Type/Height, Square Break Tool, Custom Staircase Tool, Doors, Windows, Sign/Click and Drag method, Deduct Openings, Missing Walls, Basic Room Variables F, PF, W, WC, C PC.
- Demonstrates understanding of Estimate Items, Quick Entry, Grouping, Search/ Macros, Category code, Selector code, Activity, Description, Calculation, Unit Price, Unit of Measure, Click for Detail, Reference/Keyword Search, Home Link, Predictive Text.
- Demonstrates understanding of marking an estimate “Completed,” required information, changing estimate status to “Completed,” Print Options, View/Print Reports, Export/Email PDF File, types of Estimate Reports.
- Demonstrates understanding of Measurement View, Measurement Locks, Roof Annotations, Roof Tool, Roof Properties, Roof Types, such as Gable, Flat/Shed, Hip, Partial Hip, Dutch Hip, Half Hip, Gambrel, Barrel, Turret, Manual, Square Break Tool, Roof Overbuild, Roof Subgroup, basic roof variables SQ, SF, P, R.
- Demonstrates understanding of the Projects tab, Xactimate Help, Data Transfer, Sharing/Copying Data such as estimates, price lists, and macros.
- Demonstrates understanding of the three methods for updating prices, price list updates, naming convention of a price list.
The Level 1 Certification Exam is divided into three different sections, as follows:
1. Sketch and Scope Lab
In this hands-on lab, individuals are required to use their own locally installed Xactimate (or Online version) to create an estimate. The most recent version of Xactimate is required. The estimate consists of a Sketch and scope scenario that must be completed accurately. The estimate will be used to answer the questions found in the Practical Exam section. The Sketch and Scope labs are not timed, and individuals may exit and return to the lab as needed prior to beginning the Practical Exam and Knowledge Exam. The approximate time required to complete this section is 60–120 minutes.
2. Practical Exam
In this section of the exam, individuals are asked 30 questions pertaining to the estimate created in the Sketch and Scope labs. Questions are specific to the scope, quantities, dimensions, and pricing from the estimate. This section of the exam is timed. The approximate time required to complete this section is 30 - 90 minutes. Passing grade is 70%.
3. Knowledge Exam
This portion of the exam consists of 30 multiple-choice, true/false, and matching questions. Questions are related to the learning objectives listed below in the Knowledge Requirements section of this document. This section of the exam is timed. The approximate time required to complete this section is 30 - 90 minutes. Passing grade is 70%.
Prepare for the level 1 certification exam with our educational resources:
1. Xactimate Fundamentals and Proficiency eLearning course
Take advantage of our Online Training Center and work through the course designed to teach you the skills necessary for the level 1 exam.
Access the Online Training Center
2. Attend an Xactimate Training Class
Xactimate training classes are offered in a variety of convenient forms, including self-paced, virtual classroom (Online), and classroom formats.
3. Review the Xactimate Training Workbook
This workbook is a great resource to help prepare for the Level 1 Certification Exam.
4. Online Certification Preparation Course
This two-hour refresher course will help prepare an individual for the exam. Class participants will be taught individually by one of Verisk’s certified trainers.
Level 2 certification — Xactimate Proficiency
Confirms that a user has mastered the foundational Xactimate concepts as a power user and can use more intermediate Xactimate practices to increase their productivity, efficiency, and accuracy.
The Level 2 Certified individual will be required to demonstrate that the following learning objectives have been met:
- Demonstrates understanding of Claim Info, Contact Manager/Import from Contacts, Parameters, Depreciation Options, Tokens, Opening and Closing Statements.
- Demonstrates understanding of Room Properties, Relation to Level, Ceiling Type, Orientation Tool, Sketch Staircases, Square Break Tool (click + drag method), Vertex Tool, Wall Tool, Reference Areas and Blocks, Missing Wall, Room Variables LL, HH, SH, V.
- Demonstrates understanding of Multiple Levels, Level Properties, Sketch Options (measurements, font size, reset window views, keyboard shortcuts), Sketch Images Window/Add/Load Digital Images, Sketch Image Reference, Annotation Ribbon.
- Demonstrates understanding of Grouping Members (Append, Insert, Attach), Quick Entry, Search for Line Items, Retrieve Scope, Coverage Association, Depreciation Options, Dwelling Coverages, Activity Information, Miscellaneous Items, Line Item Attachments, Subvariables/Calculations, Calculate Waste (F*1.15), Global Changes Wizard.
- Demonstrates understanding of Estimating from Sketch, Estimating Windows, Searching for Line Items, Selecting Surface Areas, Adding Items Graphically, Floor Covering Tools, Sketch Items List.
- Demonstrates understanding of Estimate Items Window, Quick Entry Method, Quick Entry Navigation, Column identification.
- Demonstrates understanding of Estimating in Sketch, Item Information Window, Common Roofing Materials, Adding Roofing Line Items in Sketch, Calculating Waste for Roofing Shingles, Manually Calculating Waste SQ*1.15.
- Demonstrates understanding of Locking/Unlocking Roof Measurements, Roof Properties (Roof Rafters, Ridge, Span), Multiple Roof Slopes and Shapes, Roof Overbuilds, Commercial Roof Shapes, Roof Variables VAL, HIP, EAVE, RAKE.
- Demonstrates understanding of Elevation Grouping Member, Dimensioning an Elevation, Adding Line Items to Grouping Members, Variables Association, Reference Search on Exterior.
- Demonstrates understanding of Change Estimate Status from In Progress to Completed, Complete, Submit Required Information, Correct Inspection Violations, Mark Estimate Completed, Print Report, Upload Assignment.
- Demonstrates understanding of Project Preview, Duplicating/Copying Projects, Quick Copy, Merge Projects, Save and Save As, Re-sequence Line Numbers, Recycle Bin, Project Defaults.
- Demonstrates understanding of Download Historical Price Lists, Provide Pricing Feedback, Components, Supporting Events, Labor Minimums vs. Base Service Charges, Price Changes.
- Demonstrates understanding of Creating Macros, Retrieving Macros, Pre-built Macros in Sketch, Sketch Templates (use existing, rotate, flip).
- Demonstrates understanding of Data Transfer types, such as projects, price lists, company headers, model statements, contacts, and references; Version Compatibility, Transfer Type: Folder, XactAnalysis, Cloud, Can drag and drop (send) data, Can choose to skip, merge/rename, or overwrite items.
- Demonstrates understanding of Print Reports, Estimate Reports, Info Tab, Print Options, Line Item Detail, Sketch Images, Claim Reports, Documents, Report Macros, Uploaded Documents, Additional Options, Language Selection, Take-off Reports, Print Images on Report.
The Level 2 Certification Exam is divided into three different sections, as follows:
1. Sketch and Scope Lab
In this hands-on lab, individuals are required to use their own locally installed Xactimate (or online version) to create an estimate. The most recent version of Xactimate X1 is required. The estimate consists of a Sketch and scope scenario that must be completed accurately. The estimate will be used to answer the questions found in the Practical Exam section. The Sketch and Scope labs are not timed, and individuals may exit and return to the lab as needed prior to beginning the Practical Exam and Knowledge Exam. The approximate time required to complete this section is 60 - 120 minutes.
2. Practical Exam
In this section of the exam, individuals are asked 30 questions pertaining to the estimate created in the Sketch and Scope labs. Questions are specific to the scope, quantities, dimensions, and pricing from the estimate. This section of the exam is timed. The approximate time required to complete this section is 30 - 90 minutes. Passing grade is 70%.
3. Knowledge Exam
This portion of the exam consists of 30 multiple-choice, true/false, and matching questions. Questions are related to the learning objectives listed below in the Knowledge Requirements section of this document. This section of the exam is timed. The approximate time required to complete this section is 30 - 90 minutes. Passing grade is 70%.
Prepare for the level 2 certification exam with our educational resources:
1. Xactimate Fundamentals and Proficiency eLearning course
Take advantage of our Online Training Center and work through the course designed to teach you the skills necessary for the level 2 exam.
Access the Online Training Center
2. Attend an Xactimate Training Class
Xactimate training classes are offered in a variety of convenient forms, including self-paced, virtual classroom (Online), and classroom formats.
3. Review the Xactimate Training Workbook
This workbook is a great resource to help prepare for the Level 1 Certification Exam.
4. Online Certification Preparation Course
This two-hour refresher course will help prepare an individual for the exam. Class participants will be taught individually by one of Verisk’s certified trainers.
Level 3 certification - Xactimate Mastery
Validates that the user has full mastery of the Xactimate estimating system and can be considered an Xactimate subject matter expert.
The Level 3 Certified individual will be required to demonstrate that the following learning objectives have been met:
- Can manage and input pertinent Claim Info and Estimate Parameters, including: Notes, Details, Labor Burdens, Advance Payments, Tag visibility, Market Condition distribution and ability to import Contact information.
- Demonstrates understanding of the Sketch Construction features and views.
- Can accurately identify and configure pricing features such as: Price Lists, Unit Price, Component Prices, Line Item Total, Estimate Parameters, Sales Tax, Supporting Events, Labor Minimums, View Reports, Net Claim, and Coverages.
- Can demonstrate understanding of advanced Sketch navigation and techniques including: window repositioning, adding Sketch tabs, room dimensioning, changing colors and textures, and importing floor plans.
- Demonstrates understanding of advanced Estimate Items navigation and scoping techniques including: simultaneously adding items to multiple rooms, using Grouping Filters and Item Scenarios.
- Demonstrates understanding of techniques to estimate in Sketch including use of the Add Line Item pad and adding graphical representations for line items.
- Demonstrates understanding of exterior estimating techniques including: creating a building footprint, generating exterior walls from a roof, using multiple sketch pads, drawing elevations in Sketch and using exterior level variables.
- Demonstrates understanding of Deck and Fence estimation tools found in Sketch.
- Can demonstrate understanding of inspections that take place when completing and printing an estimate.
- Demonstrates understanding of administrative features associated with Preferences, Projects, and Data Transfer.
- Demonstrates understanding of reports and document upload techniques including: Report Macros, Merging Reports, Attached Docs, Template Docs, Custom Sketch Views, Report Scenarios.
- Can diagram a multi-level structure in Sketch using the following: Complex Room Shapes, Multiple Ceiling Types, Arced Walls, Free-standing Walls, Custom Staircases, Custom Wall Openings, Decks, Orientation Tool, Reference Areas/Blocks, Subgroups, Level Variables C, IW, F, EW, TSF.
- Can accurately identify and configure Sketch settings using the following: Deck Construction, Footing Construction, Railing Construction, Room and Wall Construction, Staircase Construction, Floor Covering Properties, and Roof Construction.
- Can accurately draw a roof Sketch using the following: Complex Roof Shapes, Multi-Level Roofs, Roof Properties, Roof Types, Square Break Tool, Roof Overbuild, Dormers, Multiple, Multiple Roof Levels, Vertex Tool, Subgroups, Roof Variables RSQ, SF, P, R, VAL, HIP, EAVE, RAKE.
- Can estimate in Sketch and Estimate Items using the following: Reference Search, Keyword Search, Related\Similar Items, Graphical Estimation, Subgroups, Multi-Room Item Entry, Macros, Flooring Tools, Custom Calculations, Reference Block/Area Behaviors, and Sketch Construction.
- Can estimate Roofs in Sketch and Estimate Items using the following: Reference Search, Keyword Search, Related\Similar Items, Graphical Estimation, Subgroups, Single Roof Faces, MultiRoof Item Entry, Item Property Editor, and Roof Waste.
The Level 3 Certification Exam is divided into three different sections, as follows:
1. Sketch and Scope Lab
In this hands-on lab, individuals are required to use their own locally installed Xactimate (or Online version) to create an estimate. The most recent version of Xactimate is required. The estimate consists of a Sketch and scope scenario that must be completed accurately. The estimate will be used to answer the questions found in the Practical Exam section. The Sketch and Scope labs are not timed, and individuals may exit and return to the lab as needed prior to beginning the Practical Exam and Knowledge Exam. The approximate time required to complete this section is 120 - 240 minutes.
2. Practical Exam
In this section of the exam, individuals are asked 30 questions pertaining to the estimate created in the Sketch and Scope labs. Questions are specific to the scope, quantities, dimensions, and pricing from the estimate. This section of the exam is timed. The approximate time required to complete this section is 30 - 90 minutes. Passing grade is 70%.
3. Knowledge Exam
This portion of the exam consists of 30 multiple-choice, true/false, and matching questions. Questions are related to the learning objectives listed below in the Knowledge Requirements section of this document. This section of the exam is timed. The approximate time required to complete this section is 30 - 90 minutes. Passing grade is 70%.
Prepare for the level 3 certification exam with our educational resources:
1. Xactimate Fundamentals and Proficiency eLearning course
Take advantage of our Online Training Center and work through the course designed to teach you the skills necessary for the level 3 exam.
Access the Online Training Center
2. Attend an Xactimate Training Class
Xactimate training classes are offered in a variety of convenient forms, including self-paced, virtual classroom (Online), and classroom formats.
3. Review the Xactimate Training Workbook
This workbook is a great resource to help prepare for the Level 1 and 2 Certification Exam.
4. Review the Xactimate Mastery Training Workbook
This workbook is designed specifically to give users exercises that demonstrate a level 3 competency level in Xactimate.
5. Online Certification Preparation Course
This two-hour refresher course will help prepare an individual for the exam. Class participants will be taught individually by one of Verisk’s certified trainers.
Trainer certification
Certification prepares product trainers to educate others about Verisk estimating solutions.
Xactimate Certified Trainer (XCT)
Xactimate Certified Trainer (XCT)
Validates the trainer has completed the most prestigious Xactware training program and is authorized to train the public.
Certification ensures that Xactimate trainers are properly educated in accordance with Verisk’s high standards. Prospective trainers must be observed in onsite training and evaluation prior to certification.
Xactimate Certified Trainers receive instruction on the tips and tricks of building estimates with Xactimate and fully harnessing the software and sharing that information with their students. As part of the program, trainers receive:
- 3 day Train-the-Trainer class
- Student manual for learning Xactimate
- Access to the trainer resource library which includes presentations, outlines and facilitation materials
- Access to an Xactimate instance
- Access to an XactAnalysis instance
- Discounts on Xactimate learning products
- Certified Trainer Certificate
- Listed on the Certified Trainer Directory Xactimate
Certified Trainer status is valid for two years, after which the certification status will expire and must be renewed.
Xactimate Affiliate Trainer (XAT)
Xactimate Affiliate Trainer (XAT)
Confirms the trainer has completed a prestigious Xactware training program and is prepared to train their staff.
Trainers provide the highest quality of Xactimate training but are not interested in the competitive advantage of being certified, endorsed, or promoted by Verisk. After completing the Train-the-Trainer class and passing the trainer exam, participants receive documentation indicating they have completed Verisk’s Train-the-Trainer program.
Because Affiliate Trainers do not participate in an onsite training observation and evaluation like Certified Trainers, they are not certified by Verisk. They are, however, well-prepared to provide high-quality Xactimate training.
Xactimate Affiliate Trainers receive instruction on the tips and tricks of building estimates with Xactimate and fully harnessing the software and sharing that information with their students. As part of the program, trainers receive:
- 3 day Train-the-Trainer class
- Student manual for learning Xactimate
- Access to the trainer resource library which includes presentations, outlines and facilitation materials
- Discounts on Xactimate learning products
Xactimate Affiliate Trainer status is valid for two years, after which the certification status will expire and must be renewed.
ClaimXperience Certified Trainers (CXCT)
ClaimXperience Certified Trainers (CXCT)
ClaimXperience Certified Trainers are authorized to provide training to others while being promoted by Verisk as an endorsed and certified program. Certification ensures that ClaimXperience trainers are properly educated in accordance with Verisk’s high standards.
ClaimXperience Certified Trainers receive instruction on how to collaborate with the policyholder and best practices for how to use ClaimXperience. They will also learn how to share the product with users in a live setting, including how to switch roles. Program participants will learn how seamlessly switch between roles and how to demo various scenarios with their own students. They also receive the following as part of the program:
- 2 day Train-the-Trainer course
- Access to videos and ClaimXperience course
- Access to the trainer resource library which includes presentations, outlines and facilitation materials
- Certified Trainer Certificate
- Listed on the Certified Trainer Directory
ClaimXperience Certified Trainer status is valid for two years, after which the certification status will expire and must be renewed.
ClaimXperience Affiliate Trainer (CXAT)
ClaimXperience Affiliate Trainer (CXAT)
ClaimXperience Affiliate Trainer status allows an individual to train others in their organization as a business support function. Trainers provide the highest quality of ClaimXperience training but are not interested in the competitive advantage of being certified, endorsed, or promoted by Verisk.
ClaimXperience Affiliate Trainers receive instruction on how to collaborate with the policyholder and best practices for how to use ClaimXperience. They will also learn how to share the product with users in a live setting, including how to switch roles. Program participants will learn how seamlessly switch between roles and how to demo various scenarios with their own students. They also receive the following as part of the program:
- 2 day Train-the-Trainer course
- Access to videos and ClaimXperience course
- Access to the trainer resource library which includes presentations, outlines and facilitation materials
ClaimXperience Certified Trainer status is valid for two years, after which the certification status will expire and must be renewed.
Start your Certified or Affiliate training
Start your Certified or Affiliate training
The trainer certification programs include the following steps:
- Register for the trainer certification program by calling our training department at 1-800-424-9228
- Sign and return the Verisk Training Services Agreement and the Certified Trainer Registration Form
- Pass the Xactimate Level 3 Certification Exam
- Complete the appropriate Train-the-Trainer course
- Pass the Train-the-Trainer exam
- Conduct Xactimate Training while being observed by Verisk personnel (XCTs only)
- Pass the Xactimate Training Evaluation (XCTs only)
Certification Directory
Certification Directory
After receiving either a user or trainer certification, you will have your name listed in the respective certification directory, helping you market your credentials and expand your business.
FAQs
When making a financial investment in Xactimate or ClaimXperience training, you want to know that you are spending your money wisely and that the training you receive is the best in the industry. Those who hold the Xactimate or ClaimXperience Certified Trainer credential have proven they are the best in the industry. These individuals have gone through rigorous training and testing. Verisk has evaluated their skill level and training practices to ensure product users get the best training possible. Certified Trainers receive regular communication from Verisk and are well versed on the latest Xactimate and ClaimXperience updates. Certified Trainers use training curriculum created by Verisk to help users maximize their learning experience and prepare to become a certified Xactimate or ClaimXperience user.
When a company hires someone to write estimates, they want to know that they are hiring the best. Xactimate and ClaimXperience user certification independently verifies an individual’s Xactimate or ClaimXperience skill level. Those who become certified are considered the best in the industry. Xactimate certification tests an individual at three different proficiency levels.
- Level 1 Xactimate User Certification signifies that the individual has a firm foundation of Xactimate fundamentals and can accurately write an estimate from start to finish.
- Level 2 Xactimate User Certification signifies that the individual has mastered the foundational skills and can utilize time-saving techniques to estimate larger jobs with a higher proficiency.
- Level 3 Xactimate User Certification signifies that the individual has full mastery of all tools and functions within Xactimate.
There is a common misconception that an individual who knows how to use Xactimate also knows how to train others in how to use Xactimate. This is comparable to assuming that all people who can swing a hammer are master builders.
Xactimate trainer certification verifies that a trainer not only knows how to use Xactimate but knows how to effectively train Xactimate users with differing skill levels. Xactimate Certified Trainers have proven that they can effectively deliver Xactimate training and create an optimal learning environment.
Verisk wants all customers to have productive, high-quality training experiences. Some individuals who offer Xactimate training misrepresent their qualifications. Often they do not provide the high-quality training experience that customers expect. Individuals who advertise their Level 3 User Certification should be viewed only as proficient Xactimate users. Level 3 User Certification does not signify that an individual is qualified to deliver high-quality Xactimate Training. Look for the Xactimate Certified Trainer credential. Only Xactimate Certified Trainers have proven that they have the ability to provide the quality of training that Verisk expects.
In general, Xactimate and ClaimXperience Certified Trainers will specify this credential within their training documentation and advertising. Customers can verify a trainer’s credentials by visiting our Certified Trainer Directory.