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FileTrac

Name: FileTrac
Rating: 4.5 (2 reviews)

By Online Reporting

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Highlights : About FileTrac

Estimating software integration

Customizable adjuster payout percentages

Configurable system alerts

About 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.

Specifications

24/7 Support

Yes

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Customizable templates

Custom letters and forms

Letter and form auto-fill

Adjuster timesheets

Time & expense tracking

Unlimited image and video uploads

QuickBooks integration

Configurable system alerts

Daily data backups

Customizable adjuster payout percentages

Estimating software integration

Accounting reports

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.

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