Use the Verisk XactRestore connector in Claude

To use the Verisk XactRestore connector in Claude chats, you must first set it up.

1. From within Claude, select Customize.

   

2. Select Connectors.
3. Select the plus icon.
4. Select Browse connectors.

   

5. Search for Verisk.
6. Select the plus icon next to Verisk XactRestore. The Verisk login page opens.

   

7. Enter your XactRemodel or XactRestore Email.
8. Select Next.
9. Enter your XactRemodel or XactRestore Password.
10. Select Next. This opens the permissions page.
11. Select Allow to grant the required permissions.
    • Personal Information: Used to verify your identity and link your account to Claude.
    • Application Access (Offline Access): Allows Claude to stay connected without requiring you to log in repeatedly.

    

A Connected message appears, confirming the connector is successfully linked.

Follow the steps below to ensure the Verisk XactRestore connector is enabled before conversing with Claude.

1. Select the Add files, connectors, and more icon.
2. Select Connectors.
3. Turn on Verisk XactRestore.

   

The connector includes multiple tools (e.g., estimate generation and line item creation). It is recommended to set all tools to Always allow.

1. Select Customize.

   

2. Select Connector.
3. Select Verisk XactRestore.
4. Open the Other tools menu.
5. Select Always allow drom the Other tools drop-down menu.

   

Below are some example prompts and their expected results.

• I'd like to create a water mitigation loss for a kitchen at the Smith's house.
  • Claude should create a project and a group called Kitchen.
  • Claude will continue to ask additional questions including dimensions.
• Tell me the difference between the project one and project two projects.
  • Claude should be able to deterine any differences, such as different price lists and differences in activity codes.
• Tell me the different tile floor options.
  • Claude searches for available tile floor line items and gives a brief description of each option.
• Tell me the difference between ceramic tile qualities.
  • Claude gives a brief description comparing the quality level options available.
• Add a new group to the project name called Pantry and add item name. The pantry is 3x3x9.
  • Claude adds a new dimensioned group called Pantry and adds the selected item.
• In the group name, which item name are included?
  • Claude gives an overview of which items are added to the selected group.
• Replace item name with other item name.
  • Claude will replace the first item for the second item.
• Generate a PDF (or CSV) report of the project name.
  • Claude will generate a plain PDF or CSV export.

    Note: This is not the same as a report generated from XactRemodel or XactRestore, and will not include your company details or statements.