hero_top_left_line hero_top_left_line hero_circle_img

Get Started with
Out of Pocket, EXP + XactAnalysis Integration

By integrating directly with XactAnalysis®, Out of Pocket, EXP (OOPE) creates a seamless bridge between ALE receipt documentation, reimbursement processing, and reporting. It reduces adjusters' administrative workload by eliminating manual uploads and audits, streamlining policyholder communication, and improving cost accuracy and fraud detection to deliver timely, transparent reimbursements.

Out of Pocket EXP logo Verisk logo

Integration Benefits and Key Features

Centralized Documentation

All policyholder receipts and supporting images are securely stored in OOPE's web and mobile portal. Once a claim is finalized, reports and backup receipt documentation are uploaded to XactAnalysis.

Impact: Reduces manual uploads and ensures clean, complete documentation from start to finish.

Automated Assignment Submission

Adjusters can submit assignments directly through XactAnalysis. Claims automatically route to OOPE's Salesforce environment for setup, policyholder outreach, and receipt collection.

Impact: Saves time, reduces administrative work, and gives adjusters full control over claim initiation.

Real-Time Claim Visibility

OOPE timestamps high-level communication back to XactAnalysis, so adjusters always know the claim stage without extra emails or calls.

Impact: Improves transparency, alleviates adjuster workloads, and speeds up reimbursement process.

Analytics &
Insights

The integration provides category-level data (housing, meals, transportation, etc.) for every claim.

Impact: Enables carriers to forecast ALE reserves better and spot spending trends for future claims.

half-circle

Requirements

Existing XactAnalysis Account

Active Integration with OOPE in XactAnalysis

If your integration has not yet been connected, please contact support@teamoope.com.

circle

Step-by-Step Instructions

In XactAnalysis, create a new assignment for Out of Pocket, EXP (OOPE).

Enter the policyholder's basic claim information (e.g., name, address, claim number, contact details, etc.).

In the Description of Loss and/or Instructions section, include the following information:

  • Approved Receipt Collection Period (Start Date – End Date)
  • Report Type: Firm (one-time) or Ongoing (bi-weekly, monthly, or custom)
  • Would you like OOPE to calculate the policyholder's Normal Daily Spending Before Loss (food/meals only) for approval?
  • Notes or carrier-specific reimbursement guidelines (if applicable)

Example:

  • Approved Period: 8/1/25 – 10/30/25
  • Report Type: Ongoing (bi-weekly)
  • Normal Daily Spending Before Loss: Yes, please calculate
  • Notes: Follow carrier guidelines for max meal reimbursement

XactAnalysis: Description of Loss / Instructions Field

XactAnalysis Description Field

Assignment Automatically Routes to OOPE

Once submitted, the assignment is automatically pushed to Salesforce and assigned to the OOPE team. Our team will contact the adjuster to confirm any additional details and then reach out to the policyholder to review carrier guidelines, receipt education process, and OOPE technology onboarding. Adjusters retain visibility into claim progress directly within XactAnalysis.

OOPE Manages the Claim

OOPE handles receipt collection, auditing, and reporting throughout the approved claim period. All communication and major milestones are timestamped back to XactAnalysis. Adjusters can view progress and documentation without additional outreach.

Reports and Receipts Uploaded to XactAnalysis

Upon claim completion, OOPE uploads the final reports, backup documentation, and receipt images directly into XactAnalysis.

Learn about OOPE in 90-seconds

Support and Contact Information

For integration questions, please contact support@teamoope.com.

Verisk is a trademark of Insurance Services Office, Inc., and Xactimate and
XactAnalysis are trademarks of Xactware Solutions, Inc.

right_circle

Get in touch with us

Learn More About the Future of ALE Receipt Collection

earth_img