help

What Kinex Follow-Up does

It finds every XactAnalysis estimate that's sitting with a carrier, tells you how long it's been waiting, finds the right adjuster and writes the follow-up email. You read it and send it from your own Gmail.

Who it's for

Whoever in your office works the XactAnalysis jobs and deals with adjusters. The owner sees the same board.

The three things you'll do

1. Send today's follow-ups. Hit "Start sending". Gmail opens with the email ready to go, so just hit Send there. Come back and hit "Open the next one". We'll spot each one in your Sent folder and mark it done for you.
2. Look at one job. Tap any job to see everything about it: who we'd write to, the email, and a link to it in XactAnalysis. Fix the address if it's wrong. "Mark done" clears it, "Not now" brings it back next business day.
3. See the dollars. Go to "Dollars" and upload a CSV of your open invoices or AR aging report. We match each row to a job by claim number or insured name and show what's tied up with carriers.

What's on the board

• Follow up today: jobs that need a follow-up now. Either the estimate's been waiting since QA approval (the first follow-up goes out 3 days after, then two more 2 days apart), or the carrier's been quiet for over 10 days.
• Done today: what you've already handled today.
• Coming up: jobs that aren't due yet. Each one shows when it will be.
• Approved recently: what carriers approved in the last 30 days.

USAA jobs show up as a call, not an email, because USAA doesn't answer email about approvals.

My board looks empty

We read the status emails XactAnalysis sends to your mailbox, and it only sends the ones you've turned on in Personal Rules. If we're only seeing a few, the board says so and shows you how to turn them on. Whoever gets your XactAnalysis emails can also sign in, and we'll read their mailbox too.

Who to ask

Your Kinex contact. During the founders program, that's whoever set you up.