
Goal: $ 8950 / $250000
Project Overview
Smart automation of insurance estimates through data extraction and .esx file generation.
Switcher
Xactimate Automation – Pitch Deck
Presented by Segura Mgmt Services, LLC
1. Problem
The insurance adjusting industry heavily relies on manual data entry into Xactimate, especially during disaster deployments. Adjusters spend valuable hours copying information from declarations, leading to:
- Input errors in critical fields (policy #s, limits, coverage types)
- Slower claim output and delayed file delivery
- Loss of adjuster productivity in CAT zones
2. Our Solution
We’ve developed a proprietary automation tool that extracts data from PDF declarations and generates fully structured .esx
claim files for direct import into Xactimate. Our process is:
- Fast: Generates files in seconds
- Accurate: Eliminates human error
- Compatible: Supports both local and cloud-based Xactimate
3. Demo Workflow
- Upload policy PDF ➝ Extract key claim fields (policy #, address, limits)
- Generate
.esx
file ➝ Review output - Import directly into Xactimate ➝ File ready to scope
4. Market Opportunity
- 60,000+ licensed adjusters in the U.S.
- $400M/year in Xactimate-related activity
- High-volume CAT events: Thousands of claim files generated weekly per firm
5. Revenue Model
- Per-File: $3–5 per .esx generation
- SaaS Plan: $49/month unlimited usage
- Enterprise Licensing: IA firms, carriers, and CAT deployment groups
6. Technology Stack
- Backend: Python (Django)
- OCR Engine: Tesseract with custom-trained regex parser
- File Output: Proprietary .esx structure generator
7. Competitive Advantage
- First-mover advantage in automating Xactimate claim file creation
- No current commercial alternative for generating .esx from declarations
- Minimal training required — adjusters upload and import in under 1 minute
8. Funding Ask
Total Raise: $250,000
- $75,000 – OCR engine optimization & .esx output refinement
- $60,000 – Cloud deployment, UX design, and support system
- $50,000 – Sales outreach and marketing to IA firms and insurers
- $40,000 – Legal & compliance (licensing, insurance carrier partnerships)
- $25,000 – Post-raise hires: Support lead + integration engineer
*Team expansion and go-to-market activities will be implemented after successful funding.
9. Team
Brennen Segura – Licensed Adjuster, Full-Stack Developer, and Founder of Segura Mgmt.
8+ years of field experience with Xactimate deployments and tech-driven file optimization.
Additional hires for support and partnerships will be onboarded post-funding.
10. Contact
Email: brennen@seguramgmt.com
Website: seguramgmt.com