FileTrac  ·  The On-Ramp

Two doors into FileTrac. Both wide open.

Smart buyers vet a platform before they sign up. Ready buyers want a clear way in. We built this page for both. Ask our AI anything you want before you commit, or get started right now and be working a real claim in fifteen minutes.

No payment to create your account ~15 minutes to activate Sample workspace included
The On-Boarding Reality

A claims system isn't a sign-up. It's a commitment to working differently.

We know what you're weighing. New software means a learning curve, a configuration project, and a stretch of empty days while your team figures out the workflow. Most platforms accept that as the cost of doing business. We refused to.

01 · The Hesitation

You want to know what you're walking into.

Before you put a card on file, you want to understand the company, the platform, the mission, and the roadmap. Most landing pages give you marketing copy and a "Schedule a Demo" button. We give you our AI prompt — drop it into your AI of choice, ask anything you want, on your terms.

02 · The Cost of Empty

An empty system is a hidden bill.

Every day your team spends configuring statuses, learning workflows, and reading documentation is a day they're not working claims. The standard SaaS hand-off — empty database, video tutorials, "good luck" — costs more than the subscription does.

03 · The On-Ramp

Storm season doesn't wait for setup.

Companies prepare for August and September CAT events in July. Days matter. The system that moves your team from sign-up to working claim in fifteen minutes wins the season. The one that takes two weeks loses contracts before storm one makes landfall.

The Journey

Three steps. Fifteen minutes. One working account.

Every step is clear, fast, and reversible. You'll know exactly what's coming before you commit to anything.

1
~ 60 Seconds

Create your free account

Name, email, password. Verify your email. That's it — no payment information required to create your account.

2
~ 10–15 Minutes

Set up your first organization

Provide your organization details, choose your plan, select any add-ons your team needs. A live order summary travels with you the entire time.

3
~ 5 Minutes

Sign, pay, activate

Review and sign your agreement, enter your payment method, activate. Your account is provisioned and pre-loaded within two minutes.

Where Sign-up Meets Day One

Same fifteen minutes. A completely different first morning.

Most platforms hand you an empty database after activation and a list of tutorials. We hand you a configured workspace with a real claim already in it. Same setup time on your end — utterly different experience the first time you log in.

Other Platforms

Empty system, hand-off video.

Activation gives you a blank database and a welcome email pointing to documentation. The first hour is figuring out where to click. The first week is figuring out the workflow.

  • Blank claim records
  • Generic default settings
  • Tutorials to read on your own
  • Support tickets to figure out basics
FileTrac, Ready

Configured workspace, real example, AI guides on.

Activation gives you defaults set for your org type, a fully-modeled sample claim already in your workspace, and two AI guides to walk you through any of it. The first hour is exploring a working example. The first week is replacing it with your own work.

  • Sample claim cradle-to-grave (IA Firm) or with full financials (TPA)
  • Defaults configured to your business type
  • ELIAS AI inside FileTrac to explain anything
  • Fin AI from support always one click away
Day One Ready

Four things waiting for you the first time you log in.

Your workspace doesn't arrive empty. It arrives configured, populated, and guided. Here's what's already in place when you click through to FileTrac for the first time.

Pre-Configured

Defaults set for your business type.

When you tell us what kind of organization you are at sign-up, we apply a configuration profile that matches. Field labels, status workflows, fee schedule structure, approval rules — all preset, no manual setup required.

IA Firm + TPA at launch · More profiles by demand
Sample Claim Included

A complete worked example, ready to study.

For IA Firms: a full cradle-to-grave claim with intake, assignment, inspection, photos, scope, estimate, status transitions, and closure. For TPAs: a claim with full financials, multi-level approvals, and a complete audit trail. Clearly labeled. Copy it, modify it, or delete it whenever you're ready.

Real-world example · Use as a template for your first real claim
In-System AI

ELIAS AI lives inside FileTrac.

Ask ELIAS to explain any feature, any default, or any record in your sample workspace. "Why is this status set this way?" "Walk me through how this approval was made." ELIAS answers in context, with full citation back to the underlying record.

Built into the platform · Available on every screen
Always-On Support

Fin AI is one click away.

Our support agent Fin AI is reachable from anywhere in FileTrac and across our website — fully equipped with everything ELIAS knows, plus answers about your account, billing, and anything else. For complex situations a human helps with, Fin hands off to our team during business hours.

Reachable everywhere · Hand-off to humans when needed
Before You Begin

What you'll need to have ready.

Six items. Have them handy when you start Step 2 and you'll move through setup without interruption.

Federal Tax ID or Business Number
EIN for U.S. organizations, Business Number for Canadian organizations
Business address
Mailing address required, physical address if different
Organization logo
PNG, SVG, or JPG, minimum 300 pixels wide
Payment method
Credit or debit card. Charged at activation, not before.
Primary contact details
Name, title, email, and phone for your primary system user
Billing contact details
Same as primary, or a separate person — your choice
After Activation

What lands in your inbox. What waits in your workspace.

Within two minutes of clicking Activate, your account is provisioned, configured for your business type, and pre-loaded with your sample workspace. Three things arrive immediately.

Login credentials by email

FileTrac credentials and a direct login link arrive within two minutes of activation, sent to your primary contact email.

Signed agreement & receipt

A countersigned copy of your Statement of Work and a Stripe receipt for your activation charge are delivered alongside your credentials.

Your populated workspace

Log in and you're inside FileTrac with defaults configured, a sample claim ready to explore, and ELIAS AI on hand to walk you through any of it.

Plans & Pricing

Want to see plan options first?

Review every FileTrac plan and add-on before creating your account.

View Plans
Ignition

Are you ready to go?

You've seen what's waiting for you. Free account. Pre-configured workspace. Sample claim already in your hands. ELIAS and Fin AI on standby. Everything's queued — one button stands between you and your first working FileTrac account.

Free account  ·  ~15 minutes to first claim  ·  No card required to start
Still Have Questions?

The most common ones, answered.

If something's still on your mind before you start, look here first. Want one we haven't answered? Ask Fin AI in the chat widget — or download our AI prompt and ask anywhere.

No. Creating an account is free and requires no payment information. You only enter payment when you activate your first organization in Step 2 of setup, and the amount is clearly displayed before any charge is made.
When you tell us your organization type during setup, we apply a configuration profile that sets the right defaults for your kind of business — field labels, status workflows, fee structures, approval rules. At launch, we ship full configurations for IA Firms and TPAs. Other organization types get a standard configuration and graduate to full profiles based on customer demand.
For IA Firms: a complete cradle-to-grave claim — intake, adjuster assignment, inspection records, photos, scope notes, estimates, status transitions, final report, supporting documents, and closure. For TPAs: a claim with full financials including reserves, multiple payment requests, authority threshold approvals at different levels, and a complete decision trail. Every record is clearly labeled as an example. You can copy it, modify it, or delete it whenever you're ready to work with your own data.
ELIAS is the AI built into FileTrac itself. It explains features, defaults, and the sample workflows configured for your account. Ask ELIAS questions like "what does this status mean?" or "walk me through how this approval was made" and it answers in context. Fin AI is our support agent, reachable from anywhere via the chat widget. Fin handles the same questions ELIAS does, plus account questions, billing questions, and anything else. Two doors to the same knowledge — one inside the work, one always at hand for support.
About fifteen minutes from start to finish, assuming you have your tax ID, business address, logo, and payment method ready. Account creation alone is under a minute. Organization setup, plan selection, agreement signing, and payment together take ten to fifteen minutes.
A free account is your personal profile in the Evolution Global portal. It identifies you but doesn't grant access to FileTrac itself. An active organization is the paid workspace where your team works claims. You can have a free account without an organization, and you can have one or more organizations under a single account once you activate.
Yes. After your first organization is active, you can add additional organizations from the Organizations page in your account. You can either add them under your existing subscription or set them up on their own subscription, depending on how you want billing structured.
Fin AI is available throughout the entire setup process via the chat widget on every screen. For complex situations a human can help with, Fin hands off to our support team during business hours and we typically respond within minutes.
Yes. FileTrac is available to organizations based in the United States and Canada. Tax ID format, billing address validation, and applicable sales tax or GST/HST are handled automatically based on the country you select during setup.
If your payment is declined or fails, you stay on the payment screen with a clear message explaining what happened. Your signed agreement is preserved and you can update your payment method and try again. Nothing is activated until payment validates successfully.