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FileTrac Evolve Reviews & Product Details

Verified User in Accounting
AA
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about FileTrac Evolve?

i would say it has the best resources management and support that reaquires in the business. management claims system is the best that one could have. and it definately compares the best with others. Review collected by and hosted on G2.com.

What do you dislike about FileTrac Evolve?

as i believe it has so many features ,,, there is no question to dislike it. infact there is no multiple platform that we need to use its an all in one solution to the resources management. Review collected by and hosted on G2.com.

Recommendations to others considering FileTrac Evolve:

i would definitely recommend file trac to others as well as its the best claims management system. Review collected by and hosted on G2.com.

What problems is FileTrac Evolve solving and how is that benefiting you?

one platform use.. no need to use multiple resources to solve management issues and trac solutions and i am more on saving time and being productive and due to which my performance is also increased. Review collected by and hosted on G2.com.

FileTrac Evolve Overview

What is 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.

FileTrac Evolve Details
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Product Description

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.


Seller Details
Year Founded
2005
HQ Location
Tyler
Twitter
@FileTrac
199 Twitter followers
LinkedIn® Page
www.linkedin.com
16 employees on LinkedIn®

KB
Overview Provided by:

Recent FileTrac Evolve Reviews

trevor h.
TH
trevor h.Small-Business (50 or fewer emp.)
4.5 out of 5
"Excellent for claims adjusters"
we have used filetrac for 4 years now for all our files daily and it is an excellent system for the entire claims process, from keeping up with con...
Verified User
A
Verified UserMid-Market (51-1000 emp.)
4.5 out of 5
"FileTrac Review"
It is very user friendly and all the datahappens to be in one place. Its a great communication portal.One can able to do all billing and calculate ...
IO
Ikenna O.Small-Business (50 or fewer emp.)
4.0 out of 5
"I like it because it helps me see different Agents"
I like how they manage different agents all on one platform.
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FileTrac Evolve Media

FileTrac Evolve Demo - Manage Claims
Manage claims all in one place
FileTrac Evolve Demo - Customize User Access
User Roles and Permissions support the system’s capacity to customize access and authority levels for different users, ensuring the right individuals have the appropriate privileges and restrictions.
FileTrac Evolve Demo - Map/Bulk Claim Assignment
‍Expedite claim assignment. Identify losses across the United States and assign them in bulk with just a few clicks. Streamline geographic management in high volume times.
FileTrac Evolve Demo - Visibility Permissions
Select what is visible to client notes
FileTrac Evolve Demo - Client Claim Creation
Clients can create claims in the system
FileTrac Evolve Demo - Linked Companies Page
View a count of jobs currently assigned to you for a linked company and click on "see jobs" to access a company.
Answer a few questions to help the FileTrac Evolve community
Have you used FileTrac Evolve before?
Yes

11 out of 12 Total Reviews for FileTrac Evolve

4.3 out of 5
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FileTrac Evolve Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
trevor h.
TH
Co-owner/CEO
Insurance
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about FileTrac Evolve?

we have used filetrac for 4 years now for all our files daily and it is an excellent system for the entire claims process, from keeping up with contacts and due dates. there is alot of useful tools, my favorite that saves a significant amount of time is you can create templates with "tokens" which will pull specific information (example: claim number, insured info, claim info, policy details, VIN: etc) from the claim file and practically automate reports. its also useful generating production reports and billing with keeping others up to date by sending text/email alerts within the diary notes Review collected by and hosted on G2.com.

What do you dislike about FileTrac Evolve?

the interface was tricky and pretty time consuming when first setting up our company within the system, but it has increased productivity significantly since, Review collected by and hosted on G2.com.

What problems is FileTrac Evolve solving and how is that benefiting you?

cloud management of the entire claims handling. Review collected by and hosted on G2.com.

Verified User in Accounting
AA
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about FileTrac Evolve?

It is very user friendly and all the datahappens to be in one place. Its a great communication portal.One can able to do all billing and calculate and pay outs in the same software. Review collected by and hosted on G2.com.

What do you dislike about FileTrac Evolve?

Overall it is a good software. However, some of the user rights need to an additional development. As per my point of view it implements the changes without communicating properly. Review collected by and hosted on G2.com.

What problems is FileTrac Evolve solving and how is that benefiting you?

It is very beneficial and allows to communicate with othwrs companies on a or theough a single software which eventually saves a lot of time. It is very helpful. Review collected by and hosted on G2.com.

Rebecca A.
RA
Student
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about FileTrac Evolve?

I really like FileTrac. I think it has a lot of great qualities. I like how it lets you communicate within and outside your organization. It also assists in setting deadlines. It's also very easy to upload documents. Review collected by and hosted on G2.com.

What do you dislike about FileTrac Evolve?

FileTrac is capable of generating documents automatically. I just wish that users could have their own option to upload templates that they want to use. For example, I have a letter that I send out on a regular basis and I would like to be able to save that in FileTrac as a template. Review collected by and hosted on G2.com.

Recommendations to others considering FileTrac Evolve:

It's a good software, but be patient. There are a lot of things to learn and the best way to facilitate that is to maintain a positive attitude! Review collected by and hosted on G2.com.

What problems is FileTrac Evolve solving and how is that benefiting you?

I solve problems in the claims management industry on a daily basis with this software. I really like that other companies use it. Since there are so many different people to communicate with in the insurance industry, it's really nice that FileTrac allows different companies to communicate through one software. Review collected by and hosted on G2.com.

IO
Software Engineer
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about FileTrac Evolve?

I like how they manage different agents all on one platform. Review collected by and hosted on G2.com.

What do you dislike about FileTrac Evolve?

I feel like the platform isn't user-friendly. Review collected by and hosted on G2.com.

What problems is FileTrac Evolve solving and how is that benefiting you?

It helps me find agents that I need in a area I struggle with. Review collected by and hosted on G2.com.

Halona B.
HB
Lead Generation Solution Architect
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about FileTrac Evolve?

FileTrac is a very nifty tool to use when filing insurance claims. It has tremendous speed, and I love that you can log time and expense and get the reports to go along with it. Review collected by and hosted on G2.com.

What do you dislike about FileTrac Evolve?

I haven't used it very much; I am a beginner; however, so far, it's been easy to use, I love the design, and the support is always there. Also, you can check the system status right from their website; it's always available and visible to all. Review collected by and hosted on G2.com.

Recommendations to others considering FileTrac Evolve:

It's a cloud-based system backed up daily, and you can feel secure because it has SSL encryption. Review collected by and hosted on G2.com.

What problems is FileTrac Evolve solving and how is that benefiting you?

I like the built-in diary system, and the reminders are a plus! It's great to log in and see your notifications and reminders of the task and items that need your attention. I've come to realize that being able to add a quick note without having to open the claim file is a great time-saving benefit. Review collected by and hosted on G2.com.

Danish A.
DA
Senior Assistant
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about FileTrac Evolve?

Very easy to use for anyone. Interface is very user friendly and all inbuilt features are upto the mark which makes it easy for users to communicate in a clear and precise manner. Review collected by and hosted on G2.com.

What do you dislike about FileTrac Evolve?

Sometimes the system hangs and the system crashes immediately. Review collected by and hosted on G2.com.

What problems is FileTrac Evolve solving and how is that benefiting you?

it saves a lot of time while setting reminders for the tasks that are left midway. It is quite easily to track the insurance claims and generating reports for claim adjustments. Review collected by and hosted on G2.com.

Verified User in Alternative Medicine
UA
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about FileTrac Evolve?

The system is easy to use once you know what you are doing. It took me a few weeks to gain an understanding, and I feel that it makes my job easier. I do believe that the interface is user-friendly, and it has the user's time in mind. Review collected by and hosted on G2.com.

What do you dislike about FileTrac Evolve?

Though the interface is user-friendly, I did need to take some time to explore all that the program has to offer fully. The training on how to use it I received did not go into as much detail as I would have liked, which would fully help with my tasks. Review collected by and hosted on G2.com.

What problems is FileTrac Evolve solving and how is that benefiting you?

We utilized this to help organize all of our claims. With this system, we were able to keep track of insurance claims. Through this, we were able to see where our claims were and how to reduce the cost of those claims. Review collected by and hosted on G2.com.

Verified User in Consumer Services
UC
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about FileTrac Evolve?

One thing i like is the program gets the job done Review collected by and hosted on G2.com.

What do you dislike about FileTrac Evolve?

One thing that I dislike is that it is slow and the program lags Review collected by and hosted on G2.com.

What problems is FileTrac Evolve solving and how is that benefiting you?

I am able to keep track of all the files or cases I come into contact with Review collected by and hosted on G2.com.

Verified User in Insurance
UI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about FileTrac Evolve?

I am able to upload my report and documents from my home office and everyone in my company and the companies that we do business with are able to see what I have uploaded and asked any questions that they may have. It is easy to click on the reports with any attachments I want to send with it and email to one or more people at a time. I am able to put notes in the file that I can make visible to just me or anyone. Review collected by and hosted on G2.com.

What do you dislike about FileTrac Evolve?

I honestly can say that the is not anything that I have found that I dislike about it. From my perspective I could not do my job as easily as I do without it. Review collected by and hosted on G2.com.

Recommendations to others considering FileTrac Evolve:

I recommend it highly as it is the best tool for keeping track of your reports and files and documents and sharing them with others. It has so many other features to use as well, notes and direct email and uploading is easy. Review collected by and hosted on G2.com.

What problems is FileTrac Evolve solving and how is that benefiting you?

I am not having any problems with it. The benefits are that it saves me a lot of time each day which frees up time to do other things in my job. Review collected by and hosted on G2.com.

BJ
Independent Insurance Adjuster
Retail
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about FileTrac Evolve?

The ease of uploading content including esx files Review collected by and hosted on G2.com.

What do you dislike about FileTrac Evolve?

The notifications options don't always work Review collected by and hosted on G2.com.

What problems is FileTrac Evolve solving and how is that benefiting you?

Open access to supervisors for claims Review collected by and hosted on G2.com.