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FileTrac Evolve

Claims management system & adjusting software

Table of Contents

Is this product right for your business?

Find out with a

FileTrac Evolve - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

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.

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 using 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.

Starting price

150usage based /
per month

Alternatives

with better value for money

FileTrac Evolve’s user interface

Ease of use rating:

5.0

(26)

FileTrac Evolve reviews

Overall rating

5.0

Positive reviews

100

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend10/10

Rating distribution

Pros

“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.”

Cody C.

CEO| President

“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.”

Patrick P.

VP/COO

“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.”

Jason G.

Owner/Manager

Cons

“I struggle to identify a negative to this CMS.”

Patrick P.

VP/COO

“The adjuster payout & commission module virtually eliminates errors in adjuster payments and charge backs.”

Jason G.

Owner/Manager

Who uses FileTrac Evolve?

Based on 26 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Insurance

Use cases

- Not enough reviews

FileTrac Evolve's features

Features rating:

5.0

(26)

Access controls/permissions

(0)

Accounting integration

(0)

Activity dashboard

(0)

Activity tracking

(0)

Alerts/Notifications

(0)

API

(0)

Audit management

(0)

Audit trail

(0)

Billing & invoicing

(0)

Case management

(0)

Claims adjuster management

(0)

Claims management

(0)

Claims tracking

(0)

Client management

(0)

Client portal

(0)

Co-Pay & Deductible Tracking

(0)

Commission calculations

(0)

Commission management

(0)

Configurable workflow

(0)

Contact database

(0)

Contact management

(0)

Customer management

(0)

Customizable branding

(0)

Customizable fields

(0)

Customizable forms

(0)

Customizable reports

(0)

Customizable templates

(0)

Data import/export

(0)

Document management

(0)

Document storage

(0)

Document templates

(0)

EDI

(0)

Electronic claims

(0)

Email management

(0)

Forms management

(0)

Invoice management

(0)

Monitoring

(0)

Paper-Based Claims

(0)

Payment processing

(0)

Policy management

(0)

Property & casualty

(0)

Quotes/Estimates

(0)

Real-Time analytics

(0)

Real-Time data

(0)

Real-Time reporting

(0)

Real-Time updates

(0)

Reminders

(0)

Reporting & statistics

(0)

Scheduling

(0)

Search/Filter

(0)

Secure login

(0)

SSL security

(0)

Status tracking

(0)

Task management

(0)

Task scheduling

(0)

Third-Party integrations

(0)

User management

(0)

Workflow management

(0)

FileTrac Evolve alternatives

FileTrac Evolve

5.0

(26)

Starting from

150

Per month

Free trial

Free version

Ease of Use

4.9

Features

5.0

Value for Money

4.9

Customer Support

5.0

Jenesis Software

4.7

(283)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.7

Features

4.6

Value for Money

4.7

Customer Support

4.9

Macaw

3.6

(22)

visit website

Starting from

No pricing info

Free trial

Free version

Ease of Use

3.2

Features

3.2

Value for Money

3.6

Customer Support

3.6

Claimable

4.9

(18)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.8

Features

4.4

Value for Money

4.8

Customer Support

5.0

FileTrac Evolve pricing

Value for money rating:

4.9

(26)

Starting from

150

Per month

Usage Based

Pricing details

Subscription

Free trial

Free plan

Pricing range

User opinions about FileTrac Evolve price and value

Value for money rating:

4.9

(26)

To see what individual users think of FileTrac Evolve's price and value, check out the review snippets below.

“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.”

Cody C.

CEO| President

“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.”

Patrick P.

VP/COO

FileTrac Evolve integrations (4)

Top integrations

Google Maps

Microsoft Outlook

QuickBooks Online Advanced

Hover

FileTrac Evolve support options

Typical customers

Freelancers

Small businesses

Mid size businesses

Large enterprises

Platforms supported

Web

Android

iPhone/iPad

Support options

FAQs/Forum

Knowledge Base

Phone Support

Chat

Email/Help Desk

Training options

In Person

Documentation

Live Online

Webinars

FileTrac Evolve FAQs

Q. What type of pricing plans does FileTrac Evolve offer?

FileTrac Evolve has the following pricing plans:
Starting from: $150.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)

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