FileTrac Features

FileTrac

Claims management system & adjusting software

4.96/5 (27 reviews)

Competitor Feature Comparison

API
Accounting Integration
Activity Dashboard
Ad hoc Reporting
Adjustor Management
Alerts/Notifications
Automatic Backup
Billing & Invoicing
Case Management
Claims Management
Claims Tracking
Client Portal
Co-Pay & Deductible Tracking
Compliance Management
Customer Database
Customer Management
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Document Automation
Document Management
Document Storage
Electronic Claims
Estimating
Forms Management
Historical Reporting
Invoice Management
Labeling
Multi-Company
Multi-Location
Performance Management
QuickBooks Integration
Real Time Analytics
Real Time Data
Real Time Notifications
Reminders
Reporting & Statistics
Status Tracking
Task Scheduling
Third Party Integrations
Time & Expense Tracking
Timesheet Management
Workflow Management
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API
Accounting Integration
Activity Dashboard
Ad hoc Reporting
Adjustor Management
Alerts/Notifications
Automatic Backup
Billing & Invoicing
Case Management
Claims Management
Claims Tracking
Client Portal
Co-Pay & Deductible Tracking
Compliance Management
Customer Database
Customer Management
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Document Automation
Document Management
Document Storage
Electronic Claims
Estimating
Forms Management
Historical Reporting
Invoice Management
Labeling
Multi-Company
Multi-Location
Performance Management
QuickBooks Integration
Real Time Analytics
Real Time Data
Real Time Notifications
Reminders
Reporting & Statistics
Status Tracking
Task Scheduling
Third Party Integrations
Time & Expense Tracking
Timesheet Management
Workflow Management
Visit WebsiteCompare App
API
Accounting Integration
Activity Dashboard
Ad hoc Reporting
Adjustor Management
Alerts/Notifications
Automatic Backup
Billing & Invoicing
Case Management
Claims Management
Claims Tracking
Client Portal
Co-Pay & Deductible Tracking
Compliance Management
Customer Database
Customer Management
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Document Automation
Document Management
Document Storage
Electronic Claims
Estimating
Forms Management
Historical Reporting
Invoice Management
Labeling
Multi-Company
Multi-Location
Performance Management
QuickBooks Integration
Real Time Analytics
Real Time Data
Real Time Notifications
Reminders
Reporting & Statistics
Status Tracking
Task Scheduling
Third Party Integrations
Time & Expense Tracking
Timesheet Management
Workflow Management
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Mobile apps

iOS App


2 reviews

Requires iOS 7.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


0 reviews

FileTrac Feature Reviews

20 reviewers had the following to say about FileTrac's features:

Jason G.

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

2019-02-05

I have utilized the FileTrac claims management system in my offices for over 10 years.

Pros

. • 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 .

Cons

There really isn't anything negative I can say.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
PRESTON B.

Outstanding Product and Support

2020-08-03

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.

Cons

I would like to see integrated website roster management and more customization with data fields to improve report to specific client needs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jason G.

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

2015-11-18

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.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Terry C.

Best Claim Reporting Software

2015-03-24

This reporting and management system has also given us the tools we need to seal the deal with prospective clients.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Charles W.

Essential to my business

2019-02-05

I bought my company (one man shop) in 2007 and immediately began looking for a Claims Management System.

Pros

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

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.

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Bill S.

Apple Adjusters FileTrac Testimonial

2019-02-06

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

FileTrac is unequivocally the best claims management system available. The design is creative and highly useful.

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
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Bill S.

We love FileTrac

2015-11-18

The easy to use document management is superior.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
John D.

It helped our firm to grow its business

2020-07-01

Our company has become better organized in tracking claim files, due dates, etc...with the usage of FileTrac.

Pros

I use the Multi-Criteria Search function several times a day.

Cons

Not all file documents are able to be uploaded to filetrac due to intergration issues.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Patrick P.

FileTrac

2020-06-29

They are customer oriented, service oriented, technologically current and forward thinking.

Pros

The ability to bulk dispatch using the mapping system and the ability to create your own reports based on our specific need.

Cons

I struggle to identify a negative to this CMS.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Online Reporting


Pat - Can't thank you enough for your kind words. I look forward to working with you for many more years to come.

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Marty B.

Filetrac

2015-03-24

This is a great program that has helped us tremendously in our claims management. It is a "5 star" program in every way and it significantly enhances our ability to process claims.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
George B.

FileTrac

2020-07-01

Continuing to develop and create innovative solutions in a collaborative environment has proven to be essential with the ongoing development of product enhancements.

Pros

The software provided a platform to improve organization and efficiency at every level of the organization. The analytics available to the users as well as the simplicity of customization of the product provides systemic solutions scalability to meet the needs of organizations small and large.

Cons

The integration was relatively painless.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Robert (Bob) H.

Best of All-5 stars

2015-03-24

Our company recently hired a new claims manager who has utilized multiple claims management systems during his career and he comments almost everyday how FileTrac is easier to use and allows him to preform better as a manager over the claims, he says it gives our company a distinct advantage over the competition that does not utilized a system like FileTrac.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Joseph R.

A long time FileTrac user. I highly recommend FileTrac.

2020-06-29

Pros

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

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
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Cody C.

A fully integrated immersive Claims Management System.

2020-06-29

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

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.

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
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kirk B.

Great Product and Great People

2015-03-24

The Product handles ALL of our needs, including communicating with other essential Estimating Systems that allows us to FULLY manage claims.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Dawn L.

Awesome Claims Management System

2015-03-24

User-friendly interface and combined many of our system.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Craig C.

FileTrac Review - CHC

2020-07-01

Pros

The ability to monitor/review all company files, diaries and statuses is fantastic. We are able to pick up a file at any moment and proceed with the necessary handling.

Cons

We wish that some of our clients were better suited to assist us with the integration of assignments to expedite claim handling.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Michael M.

Super easy platform

2015-11-30

We carefully reviewed and tested several different platforms before choosing FileTrack for its quality and ease of use. Customer service has always been on point as well.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Mark N.

Streamlined and intuitive claim processing

2015-03-24

Our company has been a customer of FileTrac since January 2009.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Glenn N.

Claims Processing

2015-03-24

Great product! Very easy to teach and learn.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more