11 integrations, a 22-method SOAP API, and the Fusion Data Engine. One platform. Every connection. Zero manual bridging.
FileTrac doesn't ask you to change how you work. It connects to the tools, carriers, and systems already in your operation — and makes them faster, more accurate, and fully auditable from a single workspace.
Seven of our eleven integrations move data in both directions. Assignments arrive automatically, claim status pushes back without manual re-entry, and your clients stay current — all without leaving FileTrac.
Behind every integration is Fusion — FileTrac's visual data transformation engine. It maps, validates, and routes data between systems so the right fields go to the right place, in the right format, every time.
Every integration is built with one goal: eliminate the moment an adjuster has to type the same information into two systems. Data enters once, flows everywhere it needs to go, and stays auditable end to end.
Order aerial roof and property measurements directly from a claim file. Captures arrive attached to the claim automatically — no manual upload.
Whether your carriers use XactAnalysis EDI, Cotality Estimate (formerly Symbility), or your adjusters prefer Simsol, FileTrac bridges them all. Assignments flow in, estimates flow out, status syncs back — automatically.
Flood claims require precision compliance. TORRENT handles NFIP reporting with full approval workflows built in. Odyssey bridges flood assignment workflows bidirectionally. NCJUA connects state-mandated reporting for North Carolina.
FileTrac's accounting export is the deepest in the industry. A 6-tab entity management system maps your firm's complex billing structure to QuickBooks automatically. NetSuite export serves enterprise-scale operations. Vedder Software connects Vedder-aligned carrier workflows.
Click any row to explore data flow, feature support, and configuration details.
Aerial property capture & measurement
EDI assignment bridge — Verisk ecosystem
FKA Symbility — claims estimation bridge
Quick-access estimating from within claims
Estimating file import and export
NFIP flood claims reporting
Full accounting export with entity mapping
ERP accounting export
Outbound claims data integration
Taurus Flood — bidirectional flood claims bridge
North Carolina Joint Underwriting Association
Fusion is the data transformation layer that powers every FileTrac integration. Map fields visually, chain transformations, and lock baselines — without writing a single line of code.
Drag-and-drop field mapping between FileTrac and any connected platform — no code required.
Chain multiple transformations together for sophisticated data workflows across systems.
Lock default mapping configurations to preserve integration integrity across updates.
Transformations execute in real time — data moves the moment a trigger fires, not on a schedule.
Build custom middleware, specialized workflows, and deep integrations with the full FileTrac SOAP API.
Create claim records
Update claim status & details
Search claims by criteria
Retrieve full claim history
Manage contact records
Create and update assignments
Query assignment status
Bulk contact operations
Create and manage invoices
Record and query payments
Export accounting records
Retrieve financial summaries
Generate and retrieve reports
Manage company profiles
User management operations
Report data extraction
Dual-System Workflow
When you send a claim to a partner organization — carrier to IA firm, IA firm to subcontractor — CrossTrac bridges both FileTrac instances in real time. No email threads. No re-keying. No status calls. The claim leaves your system and returns with results, automatically.
Follow the claim through both systems ↓
Sending Organization
Your FileTrac
Your operations system — where the claim originates, reserves are set, and final results are received and reconciled.
CrossTrac
Receiving Organization
Their FileTrac
The partner’s independent FileTrac instance — fully isolated, fully connected. They work the claim in their system. Results flow back automatically.
Step 1
Claim Intake
Claim enters your FileTrac instance. FNOL captured, policyholder verified, coverage confirmed against your active contract. The full file is created — reserves, contacts, documents.
Step 2
Reserve Setting & Assignment Decision
Reserves established by type — Expense and Indemnity tracked separately. You determine the claim requires a field partner. CrossTrac assignment initiated from within your file.
Step 3 — CrossTrac
Claim Dispatched via CrossTrac
Claim transmitted to the receiving organization’s FileTrac instance through the CrossTrac bridge. No email. No re-keying. No phone call. The claim appears in their system instantly — complete with all structured data from your file.
Step 4
Claim Assigned to Field Adjuster
The receiving organization’s adjuster receives the assignment in their own FileTrac instance. Authority limits enforced automatically. They see the claim in full — ready to work.
Step 5
Field Investigation & Report
Inspection completed in their system. Photos, estimates, and structured findings captured. Report generated with adjuster signature — all within their FileTrac instance.
Step 6 — CrossTrac
Results Return Automatically
Field findings sync back to your FileTrac instance in real time via CrossTrac. The report, estimates, photos, and status all arrive in your file — no follow-up calls, no status emails, no manual import.
Step 6 — Field Side
Work Complete
Field adjuster notified of completion. Their side of the file closes in their system. Payment processed within their authority limits. Their file is done.
Step 7
Review, Payment & Close
You review the returned findings in your FileTrac. Payment processed within your reserve limits. Approval routing enforced. Check generated. Full audit trail captured across both systems. Claim closed.
Fully Bidirectional
Data flows in both directions through CrossTrac. Claims leave your system fully structured and return with results intact — no manual step on either side of the bridge.
Fully Isolated Instances
Each organization works in their own FileTrac instance. No shared logins. No shared data. Authority limits, fee schedules, and user permissions remain completely separate on each side.
Full Audit Trail — Both Sides
Every CrossTrac transmission is logged with timestamp, user, and claim context on both instances. CrossTrac Received and CrossTrac Sent reports are available in both systems for compliance and reconciliation.