Where to Find the Best In-Person Xactimate Training for Contractors
- DM Monticello
- Jul 3
- 7 min read

What Is In-Person Xactimate Training?
Overview of Class Structure
In-person Xactimate training is a hands-on, instructor-led course designed to teach students how to use the Xactimate estimating software efficiently. Instead of self-paced video modules or webinars, these classes take place at physical locations—often training centers, hotel conference rooms, or trade schools.
These sessions typically span one to three days and are taught by Xactimate-certified trainers. They walk students through everything from opening a new estimate to creating complex repair scopes.
Expect a mix of:
Live demonstrations
Step-by-step tutorials
Guided exercises
Personalized feedback
Who Benefits Most
This type of training is ideal for:
Beginners who’ve never used Xactimate before
Adjusters or contractors who prefer in-person learning
Teams looking to get certified together
Career switchers entering the insurance or restoration industry
In-person classes provide a supportive environment where you can ask questions and get immediate answers—something that’s hard to do in a video course.
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What’s Covered in a Typical Session
Most in-person training courses cover:
How to install and navigate Xactimate
Creating and sketching room layouts
Adding line items from price lists
Organizing photos and notes
Finalizing and submitting estimates
Tips for syncing with mobile and desktop versions
Some advanced classes also include insurance policy interpretation or integration with tools like Matterport.
Need help documenting training processes? Read How to Streamline Back-Office Operations.
Why Choose In-Person Training Over Online?
Real-Time Support from Instructors
The biggest advantage of in-person training is instant help. If you're stuck sketching a wall or entering a line item, an expert is there to walk you through it—live.
No long wait times, no scrolling through forums.
Hands-On Exercises for Better Retention
Studies show that people retain more when they physically do the task. These classes are full of interactive practice:
Build real-world estimates
Sketch floor plans using your own laptop
Get graded on your accuracy
Hands-on repetition reinforces muscle memory, making you more confident in live job situations.
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Peer Interaction and Networking
You’re not learning alone. In-person classes bring together adjusters, contractors, and field techs. These peer connections can lead to:
Referrals
Job opportunities
Mentorships
Some students have even formed local study groups to prepare for Xactimate certification exams.
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What You’ll Learn in an In-Person Class
Sketching and Floorplan Creation
One of the first things you’ll master is Xactimate’s Sketch Tool, used to build digital models of damaged properties. Instructors will teach you how to:
Draw accurate floorplans
Add walls, doors, windows, and measurements
Connect sketches to line items
Practicing these sketches in a live class with feedback helps you avoid costly errors in real jobs.
Line Item Entry and Estimate Review
Next, you’ll learn how to:
Search for and add cost line items (e.g., “drywall removal” or “paint ceiling”)
Use Xactimate’s localized pricing database
Review and finalize an estimate with tax, overhead, and profit included
You’ll also work on grouping line items correctly by room and using macros to speed up repetitive tasks.
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Troubleshooting and Software Shortcuts
A good instructor will show you:
Common issues in syncing or crashing
Keyboard shortcuts and time-saving workflows
How to recover corrupted files or misused estimate templates
Learning these “pro tips” early will save hours of trial and error later.
Where to Find In-Person Xactimate Classes
Xactware and Verisk-Hosted Locations
Xactware, the creator of Xactimate, offers in-person courses nationwide. Visit their site to find a calendar of live training events in major cities.
These sessions are taught by certified professionals and sometimes bundled with exam vouchers.
Independent Training Providers
There are many third-party trainers certified in Xactimate who offer smaller, local classes. Look for:
Adjuster-specific training schools
Restoration industry vendors
Insurance career prep companies
Pro tip: Many of these providers offer custom training for teams or companies.
For team training resources, explore How to Build a High-Performance Remote Team.
Events and Trade Shows
Large industry events like the PLRB Claims Conference, RIA Expo, or IA Path Summit often include live workshops or mini Xactimate courses.
These are great places to learn, get certified, and network all in one trip.
Tips to Prepare for Your First Class
What to Bring
You’ll need:
A Windows laptop with Xactimate installed (not just the web version)
A mouse and stylus for easier sketching
Your Xactimate login credentials
A notebook for tips and software shortcuts
Make sure your system meets minimum specs—classes often don’t provide extra devices.
Common Beginner Questions
Instructors are used to questions like:
“Why doesn’t my sketch save?”
“How do I copy an estimate?”
“What’s the difference between macros and templates?”
In-person sessions are perfect for getting clarity on the basics before diving into certifications.
Need support setting up operations? Read How to Automate Back-Office Operations.
Post-Class Study Resources
After the session, reinforce your skills with:
Access to online replays or PDFs provided by your instructor
Practice estimates using real job examples
Reviewing the Xactimate White Pages and Pricing Guides
Pair training with productivity tools in Top 10 Tech Tools for Back Office Teams.
Is In-Person Training Worth It?
Cost vs. Benefit Analysis
In-person training costs range from $400 to $800. That might sound high—until you factor in:
Faster learning
Better estimate accuracy
Fewer rejected claims
Certification readiness
It often pays for itself in your first few jobs.
Certification and CE Credit Opportunities
Many in-person courses include Level 1 or Level 2 Xactimate Certification prep, or offer CE credits for licensed adjusters. This gives your résumé a boost while helping you meet state renewal requirements.
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Long-Term Career Impact
Professionals with live training often:
Complete jobs faster
Win more contracts due to higher estimate quality
Move into team lead or field supervisor roles faster
Live learning boosts confidence—especially when you’re new to the industry.
Real-Life Success Stories from In-Person Xactimate Training
One of the best ways to understand the value of in-person Xactimate training is by hearing from those who’ve taken the leap and seen results. These real-life stories from adjusters, restoration contractors, and property professionals showcase just how impactful hands-on learning can be.
Story 1: From Struggling Adjuster to Six-Figure Independent Contractor
Meet Carla, a former roofing sales rep who transitioned into insurance adjusting. When she first downloaded Xactimate, she was overwhelmed by the interface, pricing menus, and sketch tool.
“I watched YouTube tutorials for weeks, but nothing stuck,” she said. “Then I took a two-day in-person training in Dallas. It changed everything.”
During the class, Carla:
Practiced sketching homes on her laptop with live coaching
Completed estimate simulations for wind, hail, and fire damage
Asked dozens of questions—and got clear, real-time answers
Six months later, Carla was handling catastrophe deployments across the Southeast. Her estimates were rarely returned for edits, and she credits the confidence she gained in that live class.
Key takeaway: In-person training helped Carla accelerate her learning curve, increasing her earning potential dramatically.
Looking to grow your career like Carla? Read How to Scale Your Business With Virtual Assistants.
Story 2: Restoration Company Saves Time on Every Job
BlueWave Restoration, a small disaster response company in Michigan, sent their entire field team to a three-day, instructor-led Xactimate bootcamp.
Before training, their estimates often had:
Missing line items
Sketch errors
Confusion over local pricing codes
After the course, the team began:
Sketching accurately during inspections
Adding complete documentation with photos and notes
Syncing files smoothly between mobile and desktop
As a result, BlueWave reduced estimate revisions by over 40%—saving both time and money on every job.
They also reported faster claim approvals, which improved customer satisfaction and boosted repeat business.
Key takeaway: Group in-person training improves workflow, communication, and operational efficiency across teams.
For more on streamlining operations, check out How to Streamline Back-Office Operations.
Story 3: Career Change Made Possible by Live Training
Tyrone, a former firefighter, wanted a second career in damage assessment and insurance. With no prior tech experience, he found the software intimidating.
He enrolled in a weekend course hosted at a regional trade school.
The instructor broke down:
Each tool, starting from the dashboard
Real-world estimating examples from fire and water damage jobs
Key shortcuts to speed up input and reduce manual effort
After training, Tyrone passed his Level 1 Xactimate Certification and secured a job as a staff adjuster at a national carrier. Within a year, he was promoted to senior field estimator.
Key takeaway: Even for those without a background in insurance or construction, in-person Xactimate training can be a gateway to new career opportunities.
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Final Thoughts on Live Learning
What do these stories have in common? They all prove that:
Live, hands-on learning accelerates success
Real-time support builds confidence quickly
Interactive settings foster collaboration and accountability
If you’re serious about mastering Xactimate, attending a live class could be your fastest path to success. You’ll gain real skills, meet helpful peers, and walk away ready to build accurate estimates that get approved the first time.
Pair your training with:
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Sources
Xactware Official Training – https://www.xactware.com/en-us/training/xactimate-training/instructor-led-training/
AdjusterTV – Training Reviews and Tips – https://www.youtube.com/@AdjusterTV
PLRB Events – https://www.plrb.org/
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