FileTrac

Claims management system & adjusting software

5 /5 (27 reviews) Write a Review!

FileTrac Overview

What is FileTrac?

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.

FileTrac Overview

Pricing

Starting from
US$500,00/month

Pricing options

Free Trial
Subscription
Value for money

Pricing information is available on inquiry.


FileTrac Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

FileTrac allows users to be given different roles and assigned to specific claims
Integration with Google Maps allows users to view claim locations on maps embedded in FileTrac
Adjuster licenses and certifications can be tracked in FileTrac
FileTrac also offers a native app for iPhone and iPad
Users can search for claims in the FileTrac app
FileTrac allows users to upload an unlimited number of reports, photos and videos to each file
Dates can be entered and tracked in FileTrac's diary system
FileTrac screenshot: FileTrac allows users to be given different roles and assigned to specific claims FileTrac screenshot: Integration with Google Maps allows users to view claim locations on maps embedded in FileTrac FileTrac screenshot: Adjuster licenses and certifications can be tracked in FileTrac FileTrac screenshot: FileTrac also offers a native app for iPhone and iPad FileTrac screenshot: Users can search for claims in the FileTrac app FileTrac screenshot: FileTrac allows users to upload an unlimited number of reports, photos and videos to each file FileTrac screenshot: Dates can be entered and tracked in FileTrac's diary system

FileTrac Reviews

FileTrac Reviews

Overall rating
5
/
5
Excellent
26

Very good
1

Average
0

Poor
0

Terrible
0

Value for Money
4,9
Features
5
Ease of Use
4,9
Customer Support
5
100% recommended this app
Charles W.

Essential to my business

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.


Cody C.

A fully integrated immersive Claims Management System.

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.


Matt O.

Review 03-25-15

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.


Preston B.

Outstanding Product and Support


Joseph R.

A long time FileTrac user. I highly recommend FileTrac.


Charles W.
Industry: Insurance
Company size: 11-50 Employees

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

Cody C.
Industry: Insurance
Company size: 51-200 Employees

A fully integrated immersive Claims Management System.

Used Daily for 2+ years
Reviewed on 2020/06/29
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Matt O.

Review 03-25-15

Reviewed on 2015/03/25
Review Source: Capterra

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.

Rating breakdown

Ease of Use
Customer Support

Preston B.
Industry: Insurance
Company size: 2-10 Employees

Outstanding Product and Support

Used Daily for 6-12 months
Reviewed on 2020/08/03
Review Source: Capterra

Pros

Over my career and I worked in a variety of claims management systems and roster platforms and FileTrac is better then most of the other systems. FileTrac is a fantastic option right off the shelf! The software already has most of the features would would like to see in a CMS without the high costs of a customized solution. The services and support are top notch! You can't go wrong with FileTrac.

Cons

FileTrac is constantly improving. I would like to see integrated website roster management and more customization with data fields to improve report to specific client needs. The good news is I already know they are working on those options.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Joseph R.
Industry: Insurance
Company size: 11-50 Employees

A long time FileTrac user. I highly recommend FileTrac.

Used Daily for 2+ years
Reviewed on 2020/06/29
Review Source: Capterra

Pros

First and foremost I'd say the customer service and support. I would like this to be a thank you to all of the people that have helped us over the years.

The software is easy to use, new users are able to get up and running in no time. While the software is easy to use it is extremely robust. It has improved our productivity exponentially.

The communication and diary tools in FileTrac are the best feature for our management team.

FileTrac is an internet based system, this is essential for our business as we have multiple locations. Everything is handled in real-time so we have a reliable view of our work product. This feature is especially relevant during this time with remote work due to Covid-19. Our firm has been able to function seamlessly thanks in large part to FileTrac.

We have been using FileTrac for over 10 years and is still one of our best business decisions.

Cons

FileTrac adds features regularly. In fact they are in the midst of a comprehensive and exciting update.
Any cons that I could think of have been tackled over the years.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
10/10
Based on 27 user ratings
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FileTrac Pricing

FileTrac Pricing

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

Pricing information is available on inquiry.

Pricing information is available on inquiry.

Value for Money
4,9/5
Based on 27 user ratings
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FileTrac Features

FileTrac Features

API
Accounting Integration
Activity Dashboard
Activity Tracking
Automatic Notifications
Billing & Invoicing
Calendar Management
Customer Database
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Electronic Payments
Inventory Management
Inventory Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Third Party Integration
Features
5/5
Based on 27 user ratings
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Categories

Additional information for FileTrac

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

    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:

    Small Business, Large Enterprises, Mid Size 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 Online Advanced

    Q. What level of support does FileTrac offer?

    FileTrac offers the following support options:

    Online Support