FileTrac Evolve

5.0 (27)
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Claims management system & adjusting software

About FileTrac Evolve

FileTrac Evolve is an advanced, web-based claims management system crafted for adjusters, MGAs, TPAs, and insurance entities of every size. It offers a comprehensive suite of tools to manage the claims' lifecycle from initiation to archiving. This includes streamlined data entry, effortless multimedia upload capabilities, and robust internal and external communication channels. Adjusters can accurately log time and expenses, which integrates directly into a sophisticated invoicing system, and the adjuster payout module provides customizable financial management.

The platform includes a diary system with configurable reminders to ensure critical deadlines and tasks are met. Custom reporting functions allow users to analyze data based on specific criteria such as customer, loss type, or adjuster performance, ensuring strategic insights into operations.

Document management is simplified with custom templates and auto-fill capabilities, significantly reducing manual input. Users can upload an unlimited number of photos and documents, and the Quick Notes feature allows for swift annotations without opening the full file.

The financial aspect of claim management is handled with flexibility, supporting both standardized and client-specific billing arrangements. The Adjuster Database module aids in tracking adjuster qualifications, and the system's commitment to data integrity is evident in its rigorous daily backups and use of SSL encryption.

FileTrac Evolve is designed to be a secure, efficient, and user-friendly solution for modern insurance claims management.


Key benefits of FileTrac Evolve

  • Notifications: Keep abreast of adjuster workloads, claim deadlines, and file reviews.

  • Claim Diversity: Efficiently process various types of claims including property, casualty, and auto appraisals.

  • User Roles: Assign permissions based on roles, from administrators to viewers, via the Personnel Manager.

  • Client Access: Grant clients direct access to their claim information for transparency.

  • Document Handling: A drag-and-drop interface simplifies document and photo management.

  • Job Assignment: Streamline adjuster and manager assignments for improved quality assurance.

  • Bulk Assignment: Quickly assign claims across the U.S. to handle high volumes efficiently.

  • Automated Correspondence: Generate acknowledgment letters and notices upon claim creation.

  • Letter Templates: Automate and manage letter creation.

  • Customization: Tailor settings for claims, financials, and reporting to organizational needs.

  • Communication Tools: Leverage in-system messaging and email for effective communication.

  • Client Management: Oversee client company data and actions within the system.

  • Integrations: Connect with platforms like XactAnalysis and Symbility for broader management.

  • API: Import claims and access system data with the Claim Service API.

  • Billing: Flexible management of fee schedules, time logs, and invoicing.

  • Adjuster Payments: Streamline payroll with the Adjuster Payout Module.

  • Mobile Access: Manage data on-the-go with our mobile link.

  • Contact Management: Track all stakeholders and manage contact information.

  • Data Security: Ensure confidentiality and compliance with robust security measures.

  • Reporting: Utilize detailed reports and a versatile report builder for in-depth analysis.

  • Lloyds TPA: Manage Lloyds-related tasks with functionalities like Bordereaux and MI reporting.

  • Images

    FileTrac Evolve Software - Manage claims all in one place
    FileTrac Evolve Software - See your work in a single view
    FileTrac Evolve Software - Create custom fee schedules
    FileTrac Evolve Software - Bulk assign adjusters
    FileTrac Evolve Software - Linked companies page
    FileTrac Evolve Software - User personnel profile
    FileTrac Evolve Software - Map claims, Search for adjuster, and Assign them
    FileTrac Evolve Software - Select what is Visible to Client Notes
    FileTrac Evolve Software - Documents
    FileTrac Evolve Software - Clients can create claims in the system
    View 10 more
    FileTrac Evolve Software - Manage claims all in one place
    FileTrac Evolve Software - See your work in a single view
    FileTrac Evolve Software - Create custom fee schedules
    FileTrac Evolve Software - Bulk assign adjusters
    FileTrac Evolve Software - Linked companies page
    FileTrac Evolve Software - User personnel profile
    FileTrac Evolve Software - Map claims, Search for adjuster, and Assign them
    FileTrac Evolve Software - Select what is Visible to Client Notes
    FileTrac Evolve Software - Documents
    FileTrac Evolve Software - Clients can create claims in the system

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    Reviews

    Overall rating

    5.0 /5
    (27)
    Value for Money
    4.9/5
    Features
    5/5
    Ease of Use
    4.9/5
    Customer Support
    5.0/5

    Already have FileTrac Evolve?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 27
    Charles
    Overall rating
    • Industry: Insurance
    • Company size: 11–50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Essential to my business

    Reviewed on 2019/02/05

    I bought my company (one man shop) in 2007 and immediately began looking for a Claims Management...

    I bought my company (one man shop) in 2007 and immediately began looking for a Claims Management System. At that time I had over 23 years on the carrier side and had been involved in developing several claims systems, so I knew what I was looking for. Finding File Trac and working with the File Trac team has been instrumental in helping my company grow from a one man /one city operation into a 14 state Regional Adjusting Firm.

    Pros

    It's a great communication portal. All data for all claim assignments is one place. Extremely user friendly, very logical work flow. Able to do all billing and calculate Adjusters pay outs in the same software.

    Cons

    Some of the user rights/authorities tools need additional development.
    File Trac implement development changes without communicating the enhancements

    Response from Evolution Global

    Thank you so much Chuck. Your belief in us and FileTrac makes all the difference. We will always be here for you and we appreciate your input. Know that we are always working to improve and this year there will be some great enhancements. Looking forward to seeing you at the NAIIA conf.

    Cody
    Overall rating
    • Industry: Insurance
    • Company size: 51–200 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    A fully integrated immersive Claims Management System.

    Reviewed on 2020/06/29

    In 10+ yeas of use, we have never had an issue or downtime and at the end of the day, we just want...

    In 10+ yeas of use, we have never had an issue or downtime and at the end of the day, we just want to close claims so more are coming in. So bottom line, they are only an assistance to our end goal not a hinderance or even a second thought in an already busy day.

    Pros

    It is easy to use, easy to roll out, don't have to train any employees on use due to the user experience being self explanatory. The software has bridges that integrates with all the various software we use regardless of the carrier. So with Symbility all the claims come in via the Symbility bridge so there is no time consuming setup process for each claim, can assign them all out via a map via by zip code, adjuster, manager or supervisor can be automated based off specifics of the file, all data is easily synced back to Symbility so only have to keep notes in one area on the invoice not the invoice, File Trac and Symbility along with so much more. Equally their is a bridge with Xactimate, a bridge with HOVER, and they will even work with you if you have your own proprietery system. I can't say this about really any other company or vendor that has worked with me in the past, at least not to the same degree, and that is they believe in a shared fate, they are in the boat with you. They want to see you succeed because when one succeeds we both win. That is mutual too because as they grow, the software becomes stronger making our operations stronger. In my opinion a claims companies value is from their process, not solely their claim volume if at all. File Trac has helped us build an AMAZING process, a claims assembly line, automating what can be automated and allowing us to focus on the quality more than mundane tasks.
    File Trac has been key to our success.

    Cons

    It was that there were some automation concepts we needed it didn't have but then it turns out, they did have them just had to setup differently and the ones it didn't they made for us.

    Matt
    Overall rating
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support

    Review 03-25-15

    Reviewed on 2015/03/25

    File Trac has been a true asset to my company. The ease of use and the support received is...

    File Trac has been a true asset to my company. The ease of use and the support received is outstanding. Would (and have) recommended to other companies.

    Jason
    Overall rating
    • Industry: Insurance
    • Company size: 11–50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    FileTrac - Hands down one of the best decisions I've made for my company

    Reviewed on 2019/02/05

    I have utilized the FileTrac claims management system in my offices for over 10 years. I reviewed/r...

    I have utilized the FileTrac claims management system in my offices for over 10 years. I reviewed/researched other products prior to implementing FileTrac. None of the other products compared to FileTrac’s features and benefits. If you are considering a fully capable claims management system, I highly recommend you start with FileTrac. You will not be disappointed.

    Pros

    • Intuitive & Easy to Use
    • Affordable – No upfront costs or fees. Unlimited users/locations at no additional cost. Only cost is a one time fee per claim that is very affordable. The cost is easily recouped in gained efficiencies.
    • Scalable
    • FileTrac is a Progressive & Forward-Thinking company that adds new features and benefits often.
    • Full and easy integration with other platforms such as Xactimate, Symbility & QuickBooks.
    • Advanced Reporting Capabilities that will fit any scenario.
    • Convenient and easy to use Diary system.
    • Superb Tech Support
    • Time sheet tracking and Adjuster Payout Tracking make billing and commission reporting easy.
    • Web Based – Ability to manage and handle claims from anywhere . Perfect for companies with multiple offices in multiple locations.
    • Secure
    • Backed up – never worry about losing claim information, reports, notes or photos.
    • File Trac is a Trusted Partner who treats each client as if they are their only client.

    Cons

    There really isn't anything negative I can say.

    Patrick
    Patrick
    Overall rating
    • Industry: Insurance
    • Company size: 11–50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    FileTrac

    Reviewed on 2020/06/29

    I have been involved with FileTrac for over 10 years. They are customer oriented, service oriented,...

    I have been involved with FileTrac for over 10 years. They are customer oriented, service oriented, technologically current and forward thinking. Over the years I have developed a true friendship with [SENSITIVE CONTENT HIDDEN] and his team at FileTrac and would recommend this program without any reservation!

    Pros

    The ability to bulk dispatch using the mapping system and the ability to create your own reports based on our specific need. I am a big fan of their Customer Support Team. They are open minded and responsive to our needs regardless of the day or time of day you may be experiencing an issue. They are true partners!

    Cons

    I struggle to identify a negative to this CMS.

    Response from Evolution Global

    Pat - Can't thank you enough for your kind words. I look forward to working with you for many more years to come.

    Showing 5 reviews of 27 Read all reviews

    FileTrac Evolve FAQs

    Below are some frequently asked questions for FileTrac Evolve.

    FileTrac Evolve offers the following pricing plans:

    • Starting from: US$150.00/month
    • Pricing model: Subscription
    • Free Trial: Available

    Pricing information for FileTrac Evolve is provided on request by Evolution Global.

    FileTrac Evolve has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

    FileTrac Evolve supports the following languages:

    English

    FileTrac Evolve supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    FileTrac Evolve integrates with the following applications:

    Google Maps, Hover, Microsoft Outlook, QuickBooks Online Advanced

    FileTrac Evolve offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

    Related categories

    See all software categories found for FileTrac Evolve.