FileTrac

Getting Started

Guides to get new users, admins, and adjusters onboarded to FileTrac and FileTrac Evolve.

General Assistance for all Users Login, tech support, and the basics every FileTrac user needs on day one._{37 articles}
Assistance for Admin UsersHow to set up your FileTrac system and manage it as an administrator._{9 articles}
Assistance for AdjustersWhat an adjuster needs to hit the ground running in FileTrac._{4 articles}
Settings PageHow to configure the settings that control your FileTrac account._{22 articles}
Companies PageHow to add, manage, and organize the companies you work with in FileTrac._{8 articles}
Billing PageInvoicing, billable amounts, and how the Billing Page works end to end._{8 articles}
Manage Claims PageFinding, filtering, and working claims from the Manage Claims page._{7 articles}

Product Updates

The latest releases, feature launches, and what's new in FileTrac and FileTrac Evolve.

Troubleshooting

Solutions for the issues customers hit most often.

Features

A deep dive into every FileTrac Evolve feature, organized by area of the product.

Users and Profiles

How to optimize users and personalize your profile on FileTrac Evolve.

Personnel ManagerManage users, roles, and personnel inside your FileTrac organization._{11 articles}

Workflows

Step-by-step workflows for the everyday work adjusters, admins, and third-party administrators do in FileTrac.

Integrations

Connect FileTrac and FileTrac Evolve to the tools you already use.

What about Xactimate / XactAnalysis / Symbility / HOVER / TORRENT — does FileTrac play nicely with the tools I already use?Yes. FileTrac supports thirteen named integration bridges as paid add-ons activated per integration, with published setup and per-claim fees. The 22-method SOAP API is included for custom work.

Get oriented to FileTrac, Evolution Global, and the four-product ecosystem. Start here if you're exploring whether FileTrac is the right claims platform for your operation — whether you're an independent adjuster, an IA firm, a TPA, or a carrier.

Evaluating FileTrac

The detailed answers serious buyers need. Pricing, plan tiers, integrations, security and compliance, ELIAS AI, onboarding, the TPA Module, persona-specific capability deep-dives, and how FileTrac compares to other claims platforms on the market.

Subscribing to FileTrac

Final-mile questions for prospects ready to commit. Contracts, support and SLAs, cancellation, data ownership, migration playbooks, references, and what your first 30 days actually look like.