The FileTrac Platform

Every workflow.
One platform.
Already evolving.

FileTrac is the proven foundation — 25+ years of claims management built around how adjusters, carriers, and TPAs actually work. FileTrac Evolve and ELIAS AI are already running inside it, and shipping more every week.

10
Core Modules
300+
Features
13+
Integrations
95%+
Retention Rate
Platform Modules

Everything in one place.
Nothing held back at any tier.

Every module below ships with every FileTrac tier. The platform you see is the platform you get — from day one to enterprise scale.

Core

Claims Management

End-to-end claim lifecycle from FNOL through close. Every status, document, milestone, and contact tracked in one file.

Claim Intake
Status Workflow
Document Management
Multi-Location
Storm / CAT
Color Coding
Learn more
Core

Billing & Finance

Full invoice lifecycle, adjuster payouts, AR aging, fee schedules, and QuickBooks export. Every dollar tracked from first assignment to final payment.

Fee Schedules
AR Aging
Adjuster Payouts
QuickBooks Export
NetSuite Export
Learn more
Core

Reports

100+ built-in reports across seven categories — management, accounting, adjuster, claims, and financial. Custom report builder for anything not already there.

100+ Reports
7 Categories
Custom Builder
Loss Runs
Export CSV/PDF
Learn more
Core

Alerts & Dashboard

The command center of the platform. Real-time alerts for review queues, pending assignments, overdue contacts, draft reports, and workload visibility across every branch.

Review Queue
Pending Assignments
Workload View
Branch-Wide Visibility
Diary Reminders
Learn more
Core → AdjusterIQ

Personnel Manager

Track certifications, licenses, backgrounds, and availability for every adjuster and staff member. The foundation that’s growing into AdjusterIQ — dedicated workspaces for every adjuster.

Certifications
License Tracking
Geo Assignment
Workload Balance
→ AdjusterIQ
Learn more
Integrations

Integrations

13 native integrations and a 22-method SOAP API. HOVER, XactAnalysis, Xactimate, Symbility, TORRENT, QuickBooks, and more — already connected.

HOVER
XactAnalysis
Xactimate
TORRENT/NFIP
SOAP API
Mobile App
Learn more
Network

CrossTrac

The only inter-company claim bridge in the industry. Assign a claim to an IA firm — they work it in their own FileTrac instance — results return to you automatically. No emails. No re-keying.

Inter-Company
Real-Time Sync
Carriers → IA Firms
TPA Support
Learn more
Add-On

TPA Module

Financial controls, contract management, reserve tracking, authority levels, checkbook management, and Lloyd’s bordereaux reporting — purpose-built for TPAs managing carrier relationships.

Reserve Management
Authority Levels
Claim Shares
Lloyd’s Bordereaux
Checkbook Audit
Learn more
Core

Communications

Acknowledgment letters, loss notices, email delivery, SMS text alerts, and a customer portal for policyholders. Every stakeholder kept current without manual follow-up.

Loss Notices
Ack Letters
SMS Alerts
Customer Portal
Email Delivery
Learn more
Live & Expanding

ELIAS AI

The AI engine already running inside FileTrac Evolve. Document summaries, natural language claims search, correspondence drafting, and data visualization — live today, with more shipping every release.

Document Summary
Claims Search
Draft Correspondence
Data Visualization
Fusion Data Engine
Learn more
Built For Your Operation

The same platform.
Configured for how you work.

FileTrac is built on one codebase. The way it’s configured — and the modules you activate — depends on who you are and how you operate.

IA Firms

Independent Adjusting Firms

From the one-person startup to the 500-adjuster CAT firm. FileTrac scales to your roster, your clients, and your catastrophe load — without a contract change.

Claims management, billing, and adjuster payouts in one system
CrossTrac to receive claims directly from carrier clients
Storm and CAT event management built in
60+ branch support with centralized reporting
Explore IA Firm solutions
Carriers & Program Managers

Carriers & Program Managers

Manage multiple IA firms, see every claim across every firm in one view, and let CrossTrac handle the data bridge — no integrations to build, no status calls to make.

CrossTrac assigns claims to IA firms, results return automatically
Real-time visibility across all firms and all claims
Role-based access for carrier staff with no firm system access
Reporting and analytics at the carrier level
Explore Carrier solutions
Third Party Administrators

Third Party Administrators

You run both sides — the administrative back-office and the field. FileTrac runs both in one ecosystem, with the financial controls and Lloyd’s reporting that TPAs actually require.

TPA Module: contracts, reserves, authority levels, checkbook
Lloyd’s bordereaux and MI reporting built in
CrossTrac bridge for dual-system TPA operations
Six interlocking financial controls, audit-ready
Explore TPA solutions
Adjusters & the Industry

Individual Adjusters & the Industry

Your workspace is being rebuilt. AdjusterIQ — emerging from FileTrac’s Personnel Manager — is the dedicated workspace for independent adjusters: your claims, your schedule, your credentials, your career.

Mobile access for field work from anywhere
Certification and license tracking by state
ELIAS AI drafts correspondence so you focus on the field
AdjusterIQ workspace — in active development
Explore Adjuster solutions
ELIAS AI

Not a future feature.
Already running.

ELIAS AI is live inside FileTrac Evolve today — summarizing documents, searching claims with natural language, and drafting correspondence. We’re adding capabilities every release. The engine is on. The work is compounding.

Document Intelligence Summarize any claim file — reports, photos, correspondence — in seconds. ELIAS reads the file so you don’t have to start from scratch.
Natural Language Claims Search Ask for claims the way you’d ask a colleague. By location, insured name, adjuster, date, status — no filters required.
Correspondence Drafting Draft acknowledgment letters, status updates, and insured communications. Professional format, correct detail, ready to review.
Data Visualization Turn claim data and CSV exports into charts and analysis without leaving the dashboard. Ask. Get the chart.
Fusion Data Engine Visual field-level data mapping between FileTrac and external systems like XactAnalysis. Pre-built templates. Expanding continuously.
See ELIAS AI in Action
Building in Public

We show you where we are.
Not where we plan to be.

The insurance industry is full of vaporware. We’ve made a different commitment: every milestone we share is something you can touch. Here’s the honest state of the platform right now — what’s live, what’s actively shipping, and what’s next on the roadmap.

NOW
Live & Proven

FileTrac

25+ years of production claims management. The data authority for everything built above it.

Claims management end-to-end
Billing, payouts & fee schedules
100+ reports, 7 categories
13 integrations + SOAP API
60+ branch multi-company support
CrossTrac inter-company bridge
LIVE+
Actively Shipping

FileTrac Evolve

The modern rebuild. New UI, ELIAS AI already running in the dashboard, REST API in development, shipping features every release.

ELIAS AI document summary — live
Fusion data mapping engine — live
Modern dashboard — live
REST API Phase 1 — shipping Q2 2026
ELIAS AI expanded capabilities — shipping
REST API Phase 2 — Q3 2026
NEXT
On the Roadmap

AdjusterIQ

The dedicated workspace for independent adjusters — built from FileTrac’s Personnel Manager and expanded into a full professional platform.

Personnel Manager — live today
Certification & license tracking
Adjuster workspace — in development
ELIAS AI in the adjuster layer
Career & credential management
Powered by Evolution Global

We build in public. That means you get the honest version.

We share milestones, not promises. What you see here reflects what’s live, what’s actively in development, and what’s on the near-term roadmap — nothing more. When a feature ships, we say so. When it moves, we’ll tell you that too. The insurance industry deserves a technology partner it can actually trust.

Built to the Certified Integrity Standard

FileTrac and every product in the Evolution Global ecosystem is built toward the Certified Integrity Standards (CIS) developed by the Ark Alliance Foundation — an independent standards body focused on claims data integrity, transparent AI governance, and policyholder protection. We don’t just talk about integrity. We’ve built the standard we hold ourselves to.

Enterprise-Ready

Built for scale.
Secured by design.

From a two-adjuster startup to a 500-person CAT firm. FileTrac was built to grow with you — without a re-implementation, a new contract, or a call to your account rep.

Multi-Branch

Manage 60+ branches from one screen with centralized reporting and independent per-branch workflows.

Learn More →

Role-Based Access

Seven granular roles — Admin to ReadOnly — with permission controls at every level of the organization.

Learn More →

Personnel Management

Certifications, backgrounds, availability, and training tracked for every adjuster — the foundation of AdjusterIQ.

Learn More →

Customer Portal

Policyholders and clients log in to see claim status, upload documents, and receive real-time updates — no phone tag.

Learn More →

Mobile Access

Field adjusters work from anywhere — full app functionality and offline capability on iPhone and mobile web.

Learn More →

Secure Authentication

Enterprise-grade SSO, two-factor auth, and encrypted data at rest and in transit. SOC 2 compliance in progress.

Learn More →
Pricing

The only platform in the industry that lets you flex in both directions.

Choose per-claim or subscription. Move tiers as your volume moves. Full features at every tier — no module unlocking, no add-on paywalls for core functionality.

Per-claim or subscription
Move tiers mid-year
Full features every tier
No re-implementation

Join us in defining the future of insurance.