Only the scale changes. FileTrac is the same system whether you’re processing your first 50 claims or your 50,000th.
Only the scale changes. FileTrac is the same system whether you're processing your first 50 claims or your 50,000th.
Solutions for IA Firms
• Solutions for IA Firms
Driver 1: Client Access
Walk through the customer portal — a carrier or program manager logs in to FileTrac, sees the real-time status of every claim they’ve sent, loads new claims directly into the system, and uploads documents — all without picking up the phone. This isn’t a bolt-on portal. It’s built into the platform.
Real-time claim status — Clients see exactly where every claim stands
Direct claim loading — Upload claims directly through the portal
Document upload — Attach files without email or callbacks
No phone calls needed — Full transparency, zero handoffs
Claims visible in client portal with real-time status
In-progress claims with live field updates
Completed claims with billing documentation
Clients upload directly — no email required
Driver 1: Client Access
Walk through the customer portal — a carrier or program manager logs in to FileTrac, sees the real-time status of every claim they've sent, loads new claims directly into the system, and uploads documents — all without picking up the phone. This isn't a bolt-on portal. It's built into the platform.
Real-time claim status — Clients see exactly where every claim stands
Direct claim loading — Upload claims directly through the portal
Document upload — Attach files without email or callbacks
No phone calls needed — Full transparency, zero handoffs
CLAIM STATUS
45 Claims Assigned
IN PROGRESS
23 Claims Inspecting
COMPLETED
18 Claims Invoiced
READY TO UPLOAD
Add New Claims
• Driver 2: automation
Each customer gets their own configured workflow: required fields, milestones, and billing structure. Claims flow automatically from entry to invoice — no manual handoffs, no re-keying data.
Claim Loaded
Claim enters the system via carrier feed or manual entry
Auto-Assigned
Routed to the right adjuster by rules you define
Inspected
Field inspection logged with timestamps & geo-data
Documented
Photos, reports, and reserves captured in one place
Invoiced
Invoice auto-generated per your client’s billing rules
Paid
Payment tracked and reconciled automatically
0
Manual Handoffs
100%
Configurable Per Client
Real-Time
Status Visibility
Each customer gets their own configured workflow: required fields, milestones, and billing structure. When a claim enters the system, it flows automatically — assignment, alerts, document tracking, and invoice generation. No manual handoffs. No re-keying data.
Claim enters via carrier feed, EDI, or manual entry. Instantly queued and ready to route.
Assignment rules route the claim to the right adjuster based on territory, license, and workload.
Field inspection logged with timestamps, geo-location, and required milestone checkpoints.
Photos, reports, reserves, and supporting docs captured and attached to the claim record.
Invoice auto-generated using your client's fee schedule. Submitted without lifting a finger.
Payment tracked and reconciled. Full audit trail maintained from first touch to final dollar.
Capabilities
From day one, you get the full system. Nine core capabilities — all included at every tier.
Clients login, see status, load claims and documents — no phone calls required.
Claim loading through automated billing, configured per customer.
Manage 60+ branches from one screen. Roll up reporting, localized billing.
ZIP-based and map-based assignment with intelligent workload balancing.
Storm management, bulk assignment, rapid scaling when disaster hits.
Per-client fee schedules, invoicing, AR aging, and adjuster payouts.
Aerial property capture from within claims — one-click assessments.
Field adjusters work from anywhere. Full claim access, document upload, photos.
Search, draft, visualize — from a built-in AI assistant that knows your system.
FileTrac is a low-cost entry point — not a stripped-down version. You get the full system from day one. Choose per-claim pricing and pay for what you use, or go monthly subscription for predictable cost. And as you grow, move up a tier mid-year. If things slow down, move back. No other claims management platform gives you this flexibility.
All on one line. All on FileTrac.
Kitchen Table
Small Office
Multi-Branch
Enterprise
Whether you're one adjuster or five hundred, walk through the platform with our team. We'll show you features built for your scale — and pricing that grows with you.