• Solutions for Carriers & Program Managers

You have multiple firms. You need one view.

Manage every IA firm, every claim, and every dollar — from a single ecosystem. With CrossTrac, your firms work it in FileTrac and results flow back to you automatically.

Two organizations. One live connection.

CrossTrac is the only inter-organization bridge in the industry. Assign a claim from your system — the IA firm works it in their own FileTrac instance — and every update, document, and result flows back to you automatically. No emails. No re-keying. No lag.

🏢 Your Organization

Carrier / Program Manager

You assign, monitor, and report. CrossTrac handles the connection to every firm in your network.

Load & assign claims
Push claims to any networked IA firm in seconds
Real-time status visibility
See every claim across every firm, live
Financial & reserve reporting
Loss runs, reserve registers, client summaries on demand
No system access required
IA firms never log into your system — full separation
Claims ↓
🔄
CrossTrac
Live two-way
data bridge
Results ↑
⚙️ Their Organization

IA Firm / Adjuster

They work claims in their own FileTrac instance — completely independent, fully connected.

Receive claims automatically
Assigned claims appear in their FileTrac queue instantly
Work in their own system
Full FileTrac workflow — inspection, docs, billing
Results sync back automatically
Status, documents, and financials flow to your dashboard
No duplicate data entry
One entry in their system updates yours — zero rekeying
01 — What makes it unique

Separate instances. Shared results.

Most software requires everyone in the same system. CrossTrac lets each organization keep its own FileTrac instance — private, secure, and fully independent — while exchanging exactly the data you need.

02 — What it eliminates

No more status calls. No more spreadsheets.

Carriers used to manage IA firms through email chains, spreadsheet trackers, and phone calls. CrossTrac replaces all of it with a live, auditable, automated data connection.

03 — How it scales

One firm or twenty — same workflow.

Whether you have two IA partners or a national network, CrossTrac handles the routing, syncing, and reporting for all of them. Adding a new firm takes minutes, not weeks.

Log in and see everything — in real time.

As a carrier, you're not waiting for emailed status updates. You log in, see every claim across every firm, load new claims and documents directly, and pull reports on demand.

Real-time claim visibility

See the status of every claim across all assigned IA firms, updated as work progresses.

Direct claim and document loading

Upload new claims and supporting documents directly into the system for instant assignment.

On-demand reporting

Generate loss runs, reserve registers, and client summaries whenever you need them.

No phone calls, no email chains

Everything you need is logged, traceable, and accessible through one portal.

FileTrac Claims Dashboard

23 Active Claims
CLM-2024-001847
Water damage - Commercial Property | Assigned to: ABC Adjusters
In Progress
CLM-2024-001846
Vehicle collision | Assigned to: Peak Claims Group
In Progress
CLM-2024-001845
Fire damage - Residential | Assigned to: ABC Adjusters
Ready to Close
CLM-2024-001844
Liability claim - Awaiting documentation | Assigned to: Peak Claims Group
On Hold

Everything you need to manage your IA ecosystem.

From claim assignment to financial reporting, CrossTrac gives you control without complexity.

CrossTrac

Inter-organization claim assignment with automatic result return. Assign claims from your system to IA firms and watch results sync back in real time.

Customer Portal

Real-time status visibility, document upload, and direct claim loading. Your clients and internal teams see what they need, when they need it.

Financial Reporting

Loss runs, reserve registers, and client summaries. Pull reports on demand and understand your financial exposure across all firms.

Reserve Management

Set, track, and manage reserves with payment and recovery tracking. Maintain control over your financial obligations across the entire portfolio.

Claim Share

Multi-party involvement with percentage split validation. Easily manage claims that involve multiple IA firms or co-adjusters with automated splits.

TORRENT / NFIP

Flood claims compliance reporting. Stay compliant with NFIP requirements and generate required flood claim documentation automatically.

API Integration

22-method SOAP API for connecting to carrier systems. Integrate FileTrac directly with your existing workflows and data infrastructure.

Fusion

Standardized data mapping across firms. Transform and normalize data from multiple IA firms into a unified format for reporting and analysis.

• Flexible Pricing

Pricing that reflects your structure.

Whether you're managing one IA firm or twenty, FileTrac's pricing adapts. Per-claim or subscription. Tier flexibility built in. And as your program scales or contracts, the pricing moves with you.

Control without micromanagement.

Set the rules. See the results. Let your firms do what they do best. FileTrac gives you the visibility and control you need — without disrupting the workflow of the firms that work for you.

See how carriers use FileTrac.

Walk through CrossTrac and the Carrier Portal with our team. We'll show you how to manage your entire IA network from one place.