Claims Management

The Claims Platform Built Around How Claims Actually Work

From the first notice of loss to final close, FileTrac manages every step with structure that never breaks and flexibility that never limits. This is what two decades of claims expertise looks like in software.

25,000,000+
Claims & Counting
Growing Every Day
95%+
Customer Retention
20 / 60+
Years Platform | Years Experience
In Business · Leadership in Claims
Claim Intake

Every Source. One System of Record.

Claims come in from everywhere. FileTrac meets them there — automatically, manually, or through ELIAS AI — and converts every source into a clean, structured claim ready for action.

Direct Integrations

Carrier portals, TPA systems, and insurance platforms push claims directly into FileTrac via live API connections.

Email Parsing

Structured and unstructured emails are intelligently parsed — extracting claim details and building records automatically.

Digital Forms

Custom intake forms for policyholders, field adjusters, and desk reviewers — each flowing directly into the claim record.

Excel Spreadsheets

Bulk claim loads from roster spreadsheets. Map your columns once — FileTrac handles the rest on every future upload.

CSV File Import

Standard CSV imports with intelligent field mapping. Batch hundreds of claims in a single load with full validation.

JSON / API Payload

RESTful API endpoints accept structured JSON payloads from any external system in real time. No middleware required.

FNOL Call Capture

First Notice of Loss captured directly via call data or guided digital entry — time-stamped and immediately in the workflow.

Mobile Field Entry

Field adjusters open claims from the job site. Photos, notes, and initial findings captured before they leave the property.

Automated

Set It Up. Let It Run.

Configure rules once. Every qualifying incoming claim is captured, structured, assigned a claim number, and placed into the workflow — automatically, around the clock.

Rule-based intake routing by carrier, loss type, or geography
Auto-acknowledgment sent to submitting party
Duplicate detection and merge rules
24/7 automated intake with zero manual touchpoints
Manual

Full Control When You Need It.

Your team enters claims directly with guided intake screens that enforce completeness. Every required field is structured to protect your data quality from the start.

Guided step-by-step intake screens
Required field validation before claim is created
Inline lookup for carrier, coverage, and policyholder data
Immediate workflow placement on save
ELIAS AI
In Development

AI-Driven Intake Intelligence.

ELIAS AI actively monitors incoming claim data, identifies gaps, flags inconsistencies, and builds complete claim records using governed AI — not guesswork.

Natural language intake from unstructured sources
Auto-completion of missing fields from contextual data
Real-time data quality scoring at intake
Continuous improvement from validated outcomes
Lifecycle Management & Workflow Automation

We Know the Road. You Own the Journey.

Every claim follows a proven lifecycle — that structure is non-negotiable, because claims that skip steps create liability. Within that structure, FileTrac gives you unlimited customization to run your process, your way.

Intake
Always first
Fixed
Investigation
Hover to explore
Flexible
Processing
Hover to explore
Flexible
Review & Reserve
Hover to explore
Flexible
Billing
Always before close
Fixed
Close
Always last
Fixed

Structure That Protects You. Flexibility That Defines You.

The claims lifecycle has fixed anchors because the industry requires them. Intake always begins the process. Billing always precedes close. Closing is always the end. What happens between those anchors is entirely yours to design — unlimited steps, custom statuses, automated triggers, and branching logic built around how your operation actually works.

For our customers, this is the most important distinction in claims software: we don’t force you into our process, and we don’t let your process create compliance risk. Both things are true at once.

See workflow configuration live →
Billing always precedes Close
A claim cannot reach closed status while billing is incomplete. This rule is enforced at the system level — not by policy, by code.
Unlimited custom stages between anchors
Add as many internal workflow steps as your operation requires. Name them, sequence them, assign them — the system adapts to you.
Automated triggers on every stage transition
When a claim moves to any stage, trigger emails, task assignments, notifications, or API calls — zero manual follow-up required.
Stage-level permission control
Define which roles can advance, hold, or reassign at each workflow stage. Your authority matrix, enforced automatically.

Automated Notifications

Email and system alerts triggered by claim events, stage changes, deadlines, and SLA thresholds — keeping every stakeholder informed without anyone having to remember to send a message.

Deadline & SLA Management

State-mandated response times, carrier SLA requirements, and internal targets tracked automatically. Escalation rules fire before deadlines are missed, not after.

Conditional Logic & Branching

Route claims differently based on loss type, coverage, jurisdiction, value, or any field in the record. Complex decision trees built without code.

Task & Checklist Engine

Attach stage-specific task lists to any workflow step. Required tasks block stage advancement — ensuring nothing gets skipped because someone was in a hurry.

Reserve & Payment Tracking

Reserve changes, payment authorizations, and financial events tracked at the workflow level with full audit trail and authority limits enforced in real time.

Re-open & Supplement Handling

Closed claims that require reopening or supplemental processing follow a controlled re-entry path — preserving the original record while handling new activity cleanly.

See FileTrac Live

Your Process. Our Platform. One Demo.

Walk through your actual claims workflow with our team. We’ll show you exactly how FileTrac maps to the way you work — and where it makes the work better.

Schedule a Demo
Explore Full Platform
Document Management

Documents Aren't a Feature. They're the Foundation.

In insurance claims, documents are the claim. Every report, photo, estimate, correspondence, and signed form is a legal record. FileTrac treats them that way — from basic organization to enterprise-grade controls.

Whether you’re uploading a single PDF or managing thousands of versioned documents across an active catastrophe file, FileTrac scales without friction. The basics are solid. The advanced capabilities set us apart.

Upload any file type — photos, PDFs, audio, video
Organize by claim, type, date, or custom category
Full-text search across all documents on a claim
Audit trail — who accessed, who changed, when
Document versioning — track every revision
Public-facing URLs for policyholder access
Private & sensitive document flagging
Access controls and permissioning
E-signature integration
Delivery confirmation & sent audit trail
ELIAS AI document analysis
ELIAS AI data extraction & field population

Private & Sensitive Classifications

Mark documents as sensitive, attorney-client privileged, or restricted. Access is enforced at the user role level — what a policyholder sees and what internal counsel sees are entirely different views of the same file.

Public Document URLs

FileTrac Evolve generates secure, shareable document URLs for policyholder portals, carrier review, and external collaborators — without requiring system access.

Adjuster Management

The Next Generation of Personnel Intelligence

Managing adjusters used to mean Excel rosters and gut instinct. FileTrac replaced that. What’s coming next — through AdjusterIQ and ELIAS AI — redefines what it means to know your workforce.

Then

The Spreadsheet Era

Adjuster rosters in Excel. Qualifications tracked by whoever remembered to update the file. Assignment by phone call and gut feel. No visibility, no accountability, no intelligence.

Now — FileTrac

Personnel Manager

Centralized adjuster and associate profiles, license tracking, assignment history, and availability management. Your entire workforce in a structured system of record — no spreadsheet required.

Future — AdjusterIQ

AI-Powered Personnel Intelligence

Coming now. ELIAS AI builds the most comprehensive adjuster profiles in the industry — skills, training, outcomes, load capacity, and real claims performance data — powering true algorithmic assignment.

In Development Now

AdjusterIQ

Powered by ELIAS AI

AdjusterIQ isn’t just a better personnel manager. It’s a complete rethinking of how the insurance industry defines, develops, and deploys adjusters. ELIAS AI is the backbone and active partner of every user — building profiles that go deeper than any human administrator could maintain alone.

The dated Excel roster is over. AI-assisted upskilling, transparent performance data, and algorithmic load management are what comes next — and it’s being built right now inside the Evolution Global ecosystem.

Learn about AdjusterIQ
AI-Built Adjuster Profiles
ELIAS AI actively maintains and enriches every adjuster profile — skills, certifications, training history, and real performance data from actual claims.
Algorithmic Claim Assignment
Match claims to adjusters based on skills, licensure, availability, current load, and geographic data — automatically, in seconds.
Load Management & Capacity Planning
Real-time visibility into every adjuster’s active workload. Prevent burnout and assignment imbalances before they become service problems.
Upskilling Based on Real Claims Data
ELIAS AI identifies skill gaps from actual claim outcomes and connects adjusters to targeted training — continuous development built into the workflow.
The Sovereign Adjuster

Skilled. Trained. Transparent. Built on Integrity.

The next generation of insurance adjusters will be sovereign professionals — equipped with verified skills, transparent performance records, and the most advanced AI in the insurance industry as their partner. Not a replacement. A force multiplier. The Ark Alliance Foundation is building the standard. AdjusterIQ is building the workforce.

CrossTrac — Powered by Fusion
CrossTrac — Powered by Fusion

Tear Down the Walls. The Work Gets Done Together.

Catastrophes and large-scale events don’t follow organizational lines. CrossTrac is where carriers and IA firms stop working in parallel and start working as one — with shared visibility, real collaboration, and claims that move at the speed the situation demands.

Insurance Carrier

Full Oversight. Zero Friction.

Carriers maintain complete visibility into every claim assigned to IA partners — real-time status, documents, reserves, and activity — without waiting for status reports or chasing calls.

Real-time claim status across all assigned IA firms
Reserve and payment approval authority maintained
Shared document access with role-based visibility
Catastrophe-level dashboard across all active events
Direct communication channel with field teams
IA Firm

Operate at Full Speed.

IA firms work in their own FileTrac environment with access to all shared claims, carrier communications, and collaborative tools — no duplicate data entry, no system switching.

Access carrier-assigned claims in your own workspace
Submit reports, photos, and documentation directly
Receive real-time instructions and reserve guidance
Manage adjuster assignments across all active events
Billing and invoicing integrated into the shared workflow

Catastrophe Command

When a CAT event opens, CrossTrac activates — pooling resources, claims, and communications from every participating organization into a single coordinated response.

Governed Collaboration

Both organizations see what they need to see — nothing more. Data permissions are set at the claim and document level, protecting proprietary information while enabling real collaboration.

Real-Time Data Sync

No exports, no manual updates. When a field adjuster updates a claim or uploads a document, every authorized party sees it instantly. The truth is always current.

Integrated Communication

Notes, instructions, and escalations tied directly to the claim record — not buried in email threads. Every conversation is part of the claim file, attributed, and permanent.

Shared Reporting

Both carrier and IA firm run from the same data. Reporting, KPIs, and SLA compliance visible to all parties — no more competing versions of performance.

Multi-Organization Events

Large-scale events can involve multiple IA firms serving a single carrier. CrossTrac coordinates across all of them simultaneously — unified command, distributed execution.

Ready When You Are

60+ Years of Claims Expertise. One Platform Built On It.

20 years in business. 60+ years of leadership experience in claims. FileTrac is what happens when deep expertise meets modern software engineering — and it's ready for your operation today.