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FileTrac

Claims management system & adjusting software

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FileTrac Pricing, Features, Reviews and Alternatives

FileTrac product overview

Price starts from

175

Per month

Usage Based

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.

Key benefits of using FileTrac

  • 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.
  • Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

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

    Training options

    In Person
    Documentation
    Live Online
    Webinars

    FileTrac pricing information

    Value for money

    4.9

    /5

    27

    Starting from

    175

    Per month

    Usage Based

    Pricing options

    Free plan
    Subscription
    Free trial
    Pricing range

    Value for money contenders

    FileTrac features

    Functionality

    5.0

    /5

    27

    Total features

    34

    2 categories

    Most valued features by users

    Reporting & Statistics
    Activity Dashboard
    Third Party Integrations
    API
    Billing & Invoicing
    Data Import/Export
    Customizable Reports
    Alerts/Notifications

    Functionality contenders

    FileTrac users reviews

    Overall Rating

    5.0

    /5

    27

    Positive reviews

    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10
    Rating distribution

    5

    4

    3

    2

    1

    26

    1

    0

    0

    0

    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.
    AvatarImg

    Patrick P.

    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.

    JG

    Jason G.

    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.

    JR

    Joseph R.

    Cons
    I struggle to identify a negative to this CMS.
    AvatarImg

    Patrick P.

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

    JG

    Jason G.

    Overall rating contenders

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

    Share this review:

    Essential to my business

    Reviewed 3 years ago

    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

    Vendor response

    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.

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

    Share this review:

    A fully integrated immersive Claims Management System.

    Reviewed 2 years ago

    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...

    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.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support

    Share this review:

    Review 03-25-15

    Reviewed 7 years ago

    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.

    Pros

    No pros were added to this review

    Cons

    No cons were added to this review

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

    Share this review:

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

    Reviewed 3 years ago

    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...

    Cons

    There really isn't anything negative I can say.

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

    Share this review:

    File Trac - An Industry leader in the CMS Industry

    Reviewed 3 years ago
    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...

    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.

    FileTrac FAQs and common questions

    Q. What type of pricing plans does FileTrac offer?

    FileTrac has the following pricing plans:
    Starting from: $175.00/month
    Pricing model: Subscription
    Free Trial: Available


    Q. Who are the typical users of FileTrac?

    FileTrac has the following typical customers:
    Freelancers, Large Enterprises, Mid Size Business, Small Business


    Q. What languages does FileTrac support?

    FileTrac supports the following languages:
    English


    Q. Does FileTrac support mobile devices?

    FileTrac supports the following devices:
    Android, iPad, iPhone


    Q. Does FileTrac offer an API?

    Yes, FileTrac has an API available for use.


    Q. What other apps does FileTrac integrate with?

    FileTrac integrates with the following applications:
    Microsoft Outlook, QuickBooks Online Advanced, Google Maps


    Q. What level of support does FileTrac offer?

    FileTrac offers the following support options:
    Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support

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