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What is FileTrac Evolve?

FileTrac has established itself as the premier claims management software available today, and FileTrac Evolve takes this success to the next level. As a vital component of the Evolve Suite, this advanced version transforms the claims management experience into a streamlined process. FileTrac Evolve is a top-tier web-based claims management solution tailored for independent adjusters, third-party administrators, managing general agents, and insurance firms. The software features an efficient diary system equipped with reminders to enhance organization. Additionally, it seamlessly integrates with QuickBooks, Outlook, XactAnalysis, and Symbility to provide a comprehensive working environment. Among its numerous capabilities are time and expense tracking, invoicing, adjuster timesheets, and the ability to upload images and videos. Furthermore, users can access accounting reports and jot down quick notes, allowing for a fully rounded claims management tool that meets diverse needs.

What is AgencyPro?

Introducing AgencyPro™ for Windows, our flagship product, which includes all the necessary tools to manage a nearly "paperless" insurance agency effectively. With the optional Download Module, users can effortlessly import client and policy information from carriers or rating vendors in ACORD® Level 3 format, significantly minimizing repetitive data entry tasks and lowering potential errors and omissions. As one of the most comprehensive agency billing and insurance accounting systems on the market, AgencyPro serves as a holistic accounting solution that oversees client accounts receivable, representative and company payables, direct bill reconciliation, invoicing, and payment processing. It supports both cash and accrual accounting methods while producing essential financial documents like Balance Sheets, Income and Expense Reports, and Trial Balances. Furthermore, it encompasses all the features found in EZAgent. Our dedicated team of agency accounting experts is celebrated for delivering exceptional support, ensuring clients enjoy outstanding assistance throughout their journey. This dedication to superior service truly distinguishes us from our competitors in the industry. With AgencyPro, you're not just investing in software; you're gaining a partner committed to your agency's success.

Media

No images available

Media

Integrations Supported

HOVER
Microsoft Outlook
QuickBooks Online

Integrations Supported

HOVER
Microsoft Outlook
QuickBooks Online

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Evolution Global

Date Founded

2005

Company Location

United States

Company Website

www.evolution.global/solutions/filetrac-evolve

Company Facts

Organization Name

Agency Software

Date Founded

1988

Company Location

United States

Company Website

www.agencysoftware.com/products/agencypro/

Categories and Features

Claims Processing

Adjustor Management
Case Management
Claim Resolution Tracking
Co-Pay & Deductible Tracking
Compliance Management
Customer Management
Electronic Claims
Forms Management
Paper-Based Claims
Payor Management
Policy Administration

Insurance Claims Management

CRM
Claims tracking
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

Categories and Features

Commercial Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management

Insurance Claims Management

CRM
Claims tracking
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

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