FileTrac Evolve Overview

FileTrac Evolve is a feature-rich software solution designed specifically for insurance agencies. This platform simplifies document management, workflow automation, and client communications, making it easier for agencies to manage daily operations efficiently. FileTrac Evolve allows agencies to store, retrieve, and manage client records, policies, claims, and other essential documents in a secure, cloud-based system. Its automated workflow features ensure that tasks are completed on time, from the initial claim submission to final processing, reducing the risk of errors and delays. FileTrac Evolve also offers customizable reporting tools, helping agencies track key metrics such as policy renewals, claims statuses, and client satisfaction. By integrating with existing insurance systems, FileTrac Evolve provides a seamless solution that increases productivity, reduces costs, and improves customer service for insurance agencies.

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Contact Details

  • Vendor Name Evolution Global
  • Founded 2005
  • Location United States

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Insurance

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FileTrac Evolve Features

  • Arrow Icon Compliance Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Payor Management
  • Arrow Icon Workflow Management
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Case Management
  • Arrow Icon Claims Tracking
  • Arrow Icon Customer Management
  • Arrow Icon Claims Adjuster Management
  • Arrow Icon Electronic Claims
  • Arrow Icon HIPAA Compliant
  • Arrow Icon Reminders
  • Arrow Icon Paper-Based Claims
  • Arrow Icon Self Service Portal
  • Arrow Icon Client Portal
  • Arrow Icon Risk Assessment
  • Arrow Icon Payment Processing
  • Arrow Icon For Insurance Industry
  • Arrow Icon Insurance Rating
  • Arrow Icon Contact Management
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Document Management
  • Arrow Icon Claims Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Property & Casualty
  • Arrow Icon Commission Management
  • Arrow Icon Policy Management
  • Arrow Icon Life & Health
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Commission Management
  • Arrow Icon Insurance Rating
  • Arrow Icon Claims Management
  • Arrow Icon Document Management
  • Arrow Icon Reinsurance Administration
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customer Portal
  • Arrow Icon Underwriting Management
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Broker/Agent Portal
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Property & Casualty
  • Arrow Icon Reporting/Analytics

FileTrac Evolve Pricing

Pricing Type

  • Pricing Type Usage Based

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$150 Per Month

FileTrac Evolve FAQs

FileTrac Evolve is a feature-rich software solution designed specifically for insurance agencies. This platform simplifies document management, workflow automation, and client communications, making it easier for agencies to manage daily operations efficiently. FileTrac Evolve allows agencies to store, retrieve, and manage client records, policies, claims, and other essential documents in a secure, cloud-based system. Its automated workflow features ensure that tasks are completed on time, from the initial claim submission to final processing, reducing the risk of errors and delays. FileTrac Evolve also offers customizable reporting tools, helping agencies track key metrics such as policy renewals, claims statuses, and client satisfaction. By integrating with existing insurance systems, FileTrac Evolve provides a seamless solution that increases productivity, reduces costs, and improves customer service for insurance agencies.

  • No, FileTrac Evolve does not offer a free version.

  • Yes, FileTrac Evolve offers a free trial.

  • No, Credit Card details are not required for the FileTrac Evolve trial.

  • FileTrac Evolve offers the following pricing plans & packages:

    Basic

    $150 Per Month

  • FileTrac Evolve supports the following payment frequencies:

    • Monthly Subscription

  • No, FileTrac Evolve does not offer an API.

  • FileTrac Evolve offers support with the following options:
    • Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • FileTrac Evolve offers training with the following options:
    • In-person , Live Online , Webinar , Documentation

  • FileTrac Evolve supports the following languages:
    • English

  • Following are the typical users of the FileTrac Evolve:
    • Self-Employed , Small-Business , Midsize-Business

  • FileTrac Evolve supports the following deployment:
    • Cloud Hosted

  • FileTrac Evolve supports the following devices and operating systems:
    • Web-Based , iPhone , Android

FileTrac Evolve Comparisons

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