Workflows
Step-by-step workflows for the everyday work adjusters, admins, and third-party administrators do in FileTrac.
48 articles
Entering & Working Claims
End-to-end workflow for creating, assigning, and working a claim.
- Emailing Documents/Reports for AdjustersUnderstanding how to email documents from the email screen, diary notes screen, and how to upload documents into a claim.
- Excel Import — Bulk Claim Upload (CAT Events)Use the Excel Import feature to enter multiple claims at once via a standard template — especially helpful during CAT events. Includes the escalation path for very large volumes.
- Bundling Documents for AdjustersUnderstanding how to bundle your documents.
- Website Embedded - New AssignmentsUnderstanding how to implement the New Assignment page and link to submit claims.
- Map Claims PageUnderstanding how to utilize your Map Claims page to search for claims and adjusters and assign claims all based on location.
- Report InformationUnderstanding what kind of reports are available and how to utilize each report field to generate and format the correct data for each report.
- New Claim/Appraisal Creation Tips and TricksUnderstanding tips and tricks on how to better your processes for adding new claims and appraisals.
- Generating a Word Template in a ClaimUnderstanding how to generate and add a Word Template letter in a claim.
- New Claim SectionUnderstanding all necessary fields to enter when submitting a new claim.
- Manage StormsUnderstanding how to create a new storm and assign default users to the storm.
- Claims Standard Import TemplateUnderstanding how to bulk enter claims by utilizing our Import Excel Sheet.
- Claim Edit Header — Secondary Adjusters, Claim Share, and Export OptionsReference guide for the links in the Claim Edit header bar: Secondary Adjusters, Secondary Claims Reps, Claim Share, Duplicate Claim, Import Assignment, Export to Vedder, Download Simsol, Quick Notes, Quick…
- New Claim — Third-Party Adjuster FieldsHow to assign and track a Third-Party Adjuster on the New Claim form, including the adjuster dropdown, file number, assigned date, status report dates, and final report date.
- New Claim — Primary Insured SectionField-by-field reference for the Primary Insured's Information section of the New Claim form — personal details, policy information, property characteristics, and claim flags.
- New Claim — Loss Location and Additional Loss LocationsHow to enter the loss location on a new claim, use the Copy From Above shortcut, add additional loss locations, and understand the Location ID field.
- New Claim — Flood (NFIP) SectionHow to complete the Flood (NFIP) fields on the New Claim form, including contents details, community and elevation data, construction characteristics, and prior losses.
- New Claim — TORRENT Data EntryHow to complete the TORRENT-specific rows on the New Claim form, including loss cause, CWOP reasons, replacement cost basis, flood control measures, water entry/exit dates, and water depth fields.
- New Claim — Financial GridHow to use the Financial grid on the New Claim form, covering Reserves, RCV, ACV, Gross Loss, Covered Damage, and other financial rows across Building and Contents columns.
- New Claim — Assignment SectionHow to assign a Manager, Supervisor, Reviewer, and Adjuster on the New Claim form, including SMS alerts, auto-assignment, Accept/Reject workflows, and SIMSOL import files.
- New Claim — Color Highlights, Flags, and Statutory CodesHow to use color-coded highlights, claim flags, and statutory classification codes on the New Claim form, including LOB, ISO, Cause, % Ceded, and RISK codes.
- New Claim — Milestone Dates Cheat SheetReference guide for the seven milestone date fields on the New Claim form: First Contact, Scheduled Inspection, Inspection, Estimate/Review Complete, 1st Report, 2nd Report, and Claim Complete.
- New Claim — Acknowledgement and Loss NoticeHow to generate and send Acknowledgement letters and Loss Notices from the New Claim form, including preview, email, PDF, My Clippings, and alternate email options.
- Manage Claims — Column Reference and Advanced SearchComplete reference for the Manage Claims grid columns, search filters, pagination, and the expanded document-management panel.
- Manage Claims — Assign by ZIP and by MapHow to use the Assign by ZIP and Assign by Map tools on the Manage Claims page to assign or reassign claims based on geographic location.
- Manage Claims — HOVER Capture Column WorkflowHow to use the HOVER Capture column on the Manage Claims grid to create captures, track approval status, and view completed 3D property models.
- Manage Claims — Claim Statuses CatalogReference catalog of all claim statuses in FileTrac, what each status means, and how statuses drive alerts, reporting, and workflow progression.
Tools / Tips & Tricks
Power-user tips, shortcuts, and small features that save big time.
- Timelogs & Expense
- Adding the Evolve Webpage to your Mobile Phone Home ScreenUnderstanding how to add FileTrac Evolve to your mobile phone Home Screen.
- Managing Documents in FileTracUnderstanding the recommended workflow for editing and managing documents in FileTrac, including the download, edit, and upload process for compliance and tracking.
- FileTrac4Outlook Tool Reference GuideUnderstanding how to utilize the Outlook Tool.
- FileTrac Word Add-in Tool Token ListUnderstanding the add-in token list for Word Templates.
- Creating a ClippingUnderstanding how to create a clipping.
- FileTrac4Outlook Tool Installation GuideUnderstanding how to install the Outlook tool.
- Quick Edit FeaturesUnderstanding how to quick add notes, timelogs, RCV, ACV, and milestone dates.
- FileTrac Word Add-in Tool: Creating & Uploading Templates to FileTracUnderstanding how to install the Word Add-In tool and how to create a Word Template.
Third Party Administration
How TPAs use FileTrac to manage claims on behalf of their clients.
- TPA Reporting with Report Builder - LLOYD’s BordereauUnderstanding the complete overview of the Lloyds BDX Report Builder. Including how to enter your reserves, and each report field broken down.
- Voiding and Deleting Payments in Reserve AccountsUnderstanding how to void and delete reserve payments.
- The Complete TPA Process in FileTracUnderstanding the complete TPA process from start to finish.
- Reserves - Entering Reserves in a ClaimUnderstanding how to enter reserves.
- Reserve Checking Account - How to Set One UpUnderstanding how to set up a reserves checking account.
- Claim Sharing with Multiple InsurersUnderstanding how to properly set up a claim share.
- Claim Payments Entered in ReservesUnderstanding how to enter reserve payments.
- Check ManagerUnderstanding how to enter and manage your reserve checks.
- Authority Levels - Setting Limits for UsersUnderstanding how to set authority levels per user for your reserves.
- Creating Reserve Checking AccountsUnderstanding how to create a reserve checking account.
- Reserve Authority Alerts ExplainedUnderstanding Reserve Alerts.
- Lloyds Bordereau Report ExplainedUnderstanding TPA Reporting with Report Builder - Lloyd’s Bordereau Report
File Review Process
The steps for reviewing, approving, and finalizing a claim file.