experienced adjusters know they need to keep learning

advanced residential scoping

The best adjusters keep learning long after they've earned the "seasoned" label

You’ve worked a deployment or two and feel pretty good about your adjusting skills. But you don’t know what you don’t know. 

Or maybe you’ve been at this long enough to be considered the seasoned expert. But you understand that the “greats” in any field train every day because unchecked ability can lead to comfort zones and blind spots. 

During a CAT event, most examiners or file reviewers don’t have time for you to learn on the job. They just fix your mistakes and remember the quality of your work for the next time around. 

Adjusters who’ve been working storms, wild fires and daily claims for 20+ years will tell you they’re better adjusters after completing Advanced Scoping at CATI. 

Isn’t time you got back in the classroom to refresh your skills and learn some new tricks?

What You'll Learn

Spend 4 days with Xactimate Affiliate Trainers in our immersive hands-on facility practicing new skills and honing the toolkit you already have:

Advanced Xactimate Sketch skills
Advanced Xactimate Tips & Tricks
Graphical Estimating
Intensive Hands-on material/Product ID
Scoping on-site for maximum accuracy & efficiency
enhanced photo + annotation quality
practice virtual estimating
advanced reporting tools

2021 schedule

IMPORTANT NOTE: Due to COVID-19 conditions, capacity for this class is currently limited to accommodate social distance requirements in the classroom and mockups.


When we stop learning, we stop being effective. Come back to the classroom and achieve greater effectiveness and success in the field.

things to know about the advanced scoping course

Advanced Residential Scoping is best for adjusters with some experience in the field or as desk adjusters. Your prior experience will enable you to leverage your existing skills to greater mastery.

Examiners and desk adjusters will benefit from this training as it will help hone your file review and QA skills. Prior Xactimate estimating experience or training is essential, however.

Emerging adjusters who have completed CATI’s Residential Adjusting 101 may still benefit from this next-level training even if they have not yet had claim handling experience, though it will stretch you!


Participants in this course will be writing Xactimate estimates beginning on Day 1 of class. This course designed to hone your Xactimate skills in live claim simulations, but assumes you already have skills with the software of at least a proficiency level.

As such, as a prerequisite to taking Residential Adjusting 101, participants must have completed CATI’s Xactimate X1 Proficiency course OR have achieved the Xactimate Level 2 certification.


Participants in this course are assumed to be well versed in the claim handling process, as well as scoping, measuring, sketching and estimating. 

In the absence of actual property adjusting experience, participants must have completed CATI’s Residential Adjusting 101 course.

CATI will provide all instructional material for Advanced Residential Scoping.

You will need to provide the following:

  • Notebook
  • Pen/pencil & highlighter
  • Graph paper & clipboard
  • Digital camera with memory card or cable to upload photos to a computer (your smartphone is fine if you’re experienced with uploading photos from your phone to a computer)
  • Tape measure (at least 30 ft. – heavy duty recommended)
  • Laser measure (optional)
  • Good rubber soled shoes or boots for walking on the roof
  • Tool belt or pouch to keep hands free while scoping

CATI will provide the following:

  • Laptop stand for scoping on-site
  • Shingle gauges
  • Pitch gauges
You will need a laptop computer with Xactimate X1 installed for this class. We recommend coming to class with the computer you will use in the field so you can benefit from the familiarity.
If you do not have a laptop, CATI will provide one for you. Please note these will be older, well-loved units.
If you do elect to use your own computer, please be certain of the following:
  • You must have Xactimate X1 installed prior to the start of class.
  • If you do not have an X1 license, you can download a free demo version at xactware.com.
  • Your computer should be able to run on battery power for up to 2 hours.

CATI does not provide support for your personal computer, nor do we provide support for Xactimate on your personal computer.


Advanced Residential Scoping is held primarily at our Irving, TX, training facility:

CATI Skyway Campus
3109 Skyway Circle North
Irving, TX 75039

Depending on class size, some portions may be held at our nearby Dallas facility.

You will receive more information prior to the start of class regarding class times and location.


Advanced Residential Scoping is designed as an immersive hands-on course that will equip adjusters with real world skills by providing a real world training environment. To maximize the practical application of residential adjusting skills, some portions of this course may be provided as on-demand content to prepare students for class and help support them following the training. More information regarding on-demand material will be provided following enrollment. However, to complete this course, the in-person training must be completed in its entirety.

CE hours are pending approval by the Texas Department of Insurance. Should they be approved prior to your scheduled class date, we will update you. 

advanced residential scoping course details

step out of your comfort zone and leverage your skills and experience to adjusting greatness