FileTrac

FileTrac

Claims management system & adjusting software

5/5 (21 reviews)

FileTrac Overview

FileTrac is a web-based claims management system designed for use by independent adjusters, managing general agents (MGAs), third-party administrators (TPAs), and insurance companies of all sizes, from small businesses up to large companies with multiple branches. FileTrac is designed to manage all aspects of claims from assignment through to archiving, covering data entry, uploads of reports, images, and videos, communication both internally and with clients, time and expense logging for adjusters, invoicing, and adjuster payouts, as well as custom reporting capabilities which enable users to carry out analysis on a per customer, loss type, or adjuster basis.

FileTrac includes a built-in diary system with reminders, and users can also configure system reminders to notify them of any items requiring their attention when they log in. Custom templates for forms and letters are included, and pre-formatted documents including letters, forms, and labels can be auto-filled with claim data. Users can upload an unlimited number of photos, videos, and reports to each file, and add Quick Notes without having to open the file itself. Adjuster time and expense logging integrates with invoice creation, with the option to use default amounts or set specific charges for individual clients. The adjuster payout worksheet includes customizable percentages, and users can also track adjuster licenses, certificates, and more through the Adjuster Database module. All data is backed up daily and secured with SSL encryption.

Pricing

Starting from
US$500,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

FileTrac Reviews

Overall rating
5/5
100% positive reviews
20
Excellent
1
Very good
0
Average
0
Poor
0
Terrible
Jason G.

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

Used Daily for 2+ years
Reviewed on 2019/02/05
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Gary W.

File Trac - An Industry leader in the CMS Industry

Used Daily for 2+ years
Reviewed on 2019/02/14
Review Source: Capterra

Pros

We began our relationship with File Trac in the early stages of their development. We have grown with them since the beginning. If I had to narrow my comments to the single item we like MOST about File Trac, it would be their incredible development in our industry in providing us, the end user, with the items that we most need. Every company uses File Trac a little differently and they offer customization to fit everyone's needs. I know this because I visit with our peers that utilize file trac and most everyone currently using the system agrees they are an industry leader in the claims corridor with the ease of use of their system. We highly recommend File Trac to anyone that is looking for a CMS system that is capable of providing a fully customized system to fit an individual company's needs.

Cons

At this stage, I really do not have any negative feedback to offer. 10+ years ago as File Trac was developing, there were several areas that needed improvement. With feedback from companies such as ours and others in the industry, File Trac is constantly updating their system and offering 'bridges' or 'fixes' to help a firm with an individual situation. They listen to us, the client, and make modifications and improvements that help us all navigate claims day in and day out.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Charles W.

Essential to my business

Used Daily for 2+ years
Reviewed on 2019/02/05
Review Source: Capterra

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 Online Reporting

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Bill S.

Apple Adjusters FileTrac Testimonial

Used Daily for 2+ years
Reviewed on 2019/02/06
Review Source: Capterra

Apple Adjusters would not be the successful adjusting firm we are today without FileTrac. I have no hesitation to recommend FileTrac to anyone regardless of the size or complexity of your firm.

Pros

Apple Adjusters has experience with other claims management systems but none compare to FileTrac. Our new adjusters can learn to use Filetrac in a very short time. And our seasoned adjusters appreciate to ease of daily use. FileTrac is unequivocally the best claims management system available. The design is creative and highly useful. And the speed of service provided by the FileTrac team is second to none.

Cons

We would like FileTrac to have the capability to bridge with other FileTrac using companies in order to exchange assignments.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Jason G.

Look No Further than FileTrac - Best Claims Management Software Out There. Period.

Reviewed on 2015/11/18
Review Source: Capterra

I researched all claims management software in detail and as a result decided to go with FileTrac about 6 years ago when we switched to a paperless system. We have processed thousands of claims since that date and I can assure you this is one of the most robust, user friendly and streamlined web-based programs available. This software has more than paid for itself in the form of reduced administrative and office costs. The support and management team are second to none, are always available and respond quickly. They have always gone over and above for my firm. I just cannot say enough good things about FileTrac.

PROS
USER FRIENDLY - New users quickly catch on. Good training provided by FileTrac.
GREAT PRICING -- Pricing is based on claim counts, making the great product available to ever firm large and small.
GREAT SUPPORT - If you have questions, they will respond immediately.
INVOLVED MANAGEMENT - The owners and management are involved directly with every customer.
CUSTOMIZABLE - If you need a change from the "out of the box" install, they are willing to do so.
INVOICING/ADJUSTER PAYOUT & COMMISSION MODULE - Invoicing claims a snap and pricing can be setup differently for different carriers. The adjuster payout & commission module virtually eliminates errors in adjuster payments and charge backs.
PROGRESSIVE - They are constantly adding feature updates and new products to the software. They are in the business of staying ahead of the competition and providing the most robust features available.
FILE MANAGEMENT - This goes without saying, but it tracks the claim from inception to closing with ease including file diaries, followup, tasks etc.

CONS - None

Rating breakdown

Ease of Use
Customer Support

FileTrac Pricing

Starting from
US$500,00/month
Pricing options
Free Trial
Subscription
Value for money

Pricing information is available on inquiry.

FileTrac Features

  • API
  • Accounting Integration
  • Automatic Notifications
  • Automatic Reminders
  • Billing & Invoicing
  • Invoice Management
  • Third Party Integration

  • Activity Dashboard
  • Activity Tracking
  • Calendar Management
  • Customer Database
  • Customizable Reporting
  • Data Import/Export
  • Electronic Payments
  • Inventory Management
  • Inventory Tracking
  • Quote Management
  • Real Time Data
  • Reporting & Statistics
  • Search Functionality

Additional information for FileTrac

Key features of FileTrac

  • Accounting reports
  • Adjuster timesheets
  • Configurable system alerts
  • Custom letters and forms
  • Customizable adjuster payout percentages
  • Customizable templates
  • Daily data backups
  • Diary reports
  • Estimating software integration
  • Invoicing
  • Letter and form auto-fill
  • Payout tracking
  • Quick notes
  • QuickBooks integration
  • Reminders
  • Time & expense tracking
  • Unlimited image and video uploads
  • Unlimited reports

Benefits

  • Unlimited reports, videos, and images can be uploaded to each file, and notes can be added to files without opening them via Quick Notes.

  • Users can configure system alerts to notify them of items requiring attention when they log in.

  • Custom templates for letters and forms are built-in, and preformatted documents, including letters, forms, and labels, can be auto-filled with claim details.

  • Default amounts are used for timelog and invoices, and users can also set specific charges for individual clients.

  • FileTrac integrates with QuickBooks for accounting, and with estimating software and insurance carriers.

  • FileTrac FAQs

    Below are some frequently asked questions for FileTrac.

    Q. What type of pricing plans does FileTrac offer?

    FileTrac offers the following pricing plans:

    Starting from: US$500,00/month

    Pricing model: Subscription

    Free Trial: Available

    Pricing information is available on inquiry.

    Q. What are the main features of FileTrac?

    FileTrac offers the following features:

    • Accounting reports
    • Adjuster timesheets
    • Configurable system alerts
    • Custom letters and forms
    • Customizable adjuster payout percentages
    • Customizable templates
    • Daily data backups
    • Diary reports
    • Estimating software integration
    • Invoicing
    • Letter and form auto-fill
    • Payout tracking
    • Quick notes
    • QuickBooks integration
    • Reminders
    • Time & expense tracking
    • Unlimited image and video uploads
    • Unlimited reports

    Q. Who are the typical users of FileTrac?

    FileTrac has the following typical customers:

    Large Enterprises, Mid Size Business, Small Business

    Q. What languages does FileTrac support?

    FileTrac supports the following languages:

    English

    Q. What type of pricing plans does FileTrac offer?

    FileTrac has the following pricing plans:

    Subscription

    Q. Does FileTrac support mobile devices?

    FileTrac supports the following devices:

    iPhone

    Q. What other apps does FileTrac integrate with?

    FileTrac integrates with the following applications:

    Google Maps, Microsoft Outlook, QuickBooks

    Q. What level of support does FileTrac offer?

    FileTrac offers the following support options:

    Online Support