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Over the past 11+ years we’ve been constantly developing and enhancing FileTrac...
FileTrac will - Streamline your Business – Increase Efficiency – Cut Down on Duplications!
FileTrac Web Based Claims Management System was developed to improve organization, increase accountability, communication and productivity within your company.
FileTrac is affordable & easy to use and implement! There are No Start Up Costs, No Cost / User, No Tech Support cost, Includes Data security and Back-ups and FREE ongoing training … just a small onetime per file charge. Pricing info. is at the bottom of this email but please take a minute and read this email … especially the testimonials from your peers below.
WHY FileTrac:
1 – We have been and can integrate with Insurance Carriers (USAA, Nationwide/Scottsdale, Assurant, Torrent, Allegient Systems, LEDES, NFIP & Home Owners Choice)
2 – ONLY Claims Management System that integrates with XACTIMATE up to V. 28 (different than Xactanalysis integration)– Available now
Testimonials regarding our Clipboard tool:
Dean,
I gotta say GREAT job. You know how much time this will save me and my staff. Doesn’t seem like a lot, but when writing up estimates all day long, and you save 5 or 10 minutes per file, it is huge.
I want you to know that I could not operate the four offices I have scattered throughout Nebraska and South Dakota without File Trac. Great product!
Jason Good
Value Claims Service
Hello Dean,
I have tried the new tool and it works great. I have received favorable feedback as well from the adjusters.
Thanks
Cordially,
Jim Milner, CPCU, AIC, AIM
Director of Field Operations
3 - Xactanalysis Bi-directional bridge – Available
a) Setup a claim from Xactanalysis into FileTrac
b) Modify claim in both systems
c) Move notes over to FileTrac
d) Outbound from FileTrac to Xactimate
4 – Symbility Integration – Available
5 – Storm Set Up & Mapping Tool for dispatching – Available
Integrated with Google Maps to search by practically any criteria and mass assign by house.
6 - Outlook Email & Texting integration – Available
7 – Personnel Management Tool – Ability to search by any # of criteria and batch assign to adjusters based on Adjuster Criteria chosen. (Skill Level, Certificates, Experience, Language Spoken, etc.)
8 – Ad-Hoc Reporting – Available - Custom Reporting based on any and all criteria entered in FileTrac
9- Strict Approval Process & Reviewer Capabilities – Available - Enhanced Quality Control, Accountability and Audit ability.
10 – TPA Capabilities – Available
a) Configurable Authority levels for setting reserves & processing payments
b) Validation for policies and contracts
c) Lloyd’s and Custom Bordereaux report builder
d) Lloyd’s Syndicate MI Reports
e) And so much more!
11 - Iphone/IPad App - Available - uploads data, photos and notes to FileTrac automatically with no manual syncing required.
12 - Android App – Coming soon –System is PDA friendly so all functions work well on Android products.
Additional Features:
• CLIPPINGS – Tool used to fill in commonly used statements in order to cut out duplicate entry
• Time & Expense Template – Create a template for every job activity your staff will perform – all they do is click on choice in drop down menu and auto fills Service Name, Description and default Quantity.
• Secure & Protected Web Based Client Access – Allow your Clients to view what you want them to online.
• PowerClaim & Simsol Integration- FileTrac is integrated with PowerClaim & Simsol – cutting down on duplicate entries.
• Upload All Extensions – .doc, .txt, .jpg, etc. ... This allows for Quality Control / Supervisors to easily edit reports that have been uploaded and be able to then Convert it to a PDF and e-mail the edited report from within the system.
• QB integration – Integrate invoice & billing information – no duplicate entries.
• Document Management – PDF Bundling, Sorting & Conversion of Reports, Jpeg’s, and enclosures.
• Claim Status Diary Days by Company – Be Alerted when Status’ aren’t met!
• Quality Control & Supervisory Roles - Assign Supervisors/QC Personnel to Adjusters and have them be alerted when REPORTS are ready to be reviewed or Status’ aren’t met. Perfect for CAT’s
• Contacts - Associate any type of contact & any number of contacts to an assignment
• Templates – Generate any template, assign that template to any contact, and have the template auto fill with all information pertaining to the assignment – never type a letter again.
• Services and Fees - Updated and enhanced Services & fees area – Invoicing & Billing.
• Adjuster Payout Module – Pick date range, type comments, note check # & amount paid out based on either % or hourly rate paid to your adjusters.
• Administrators will be able to POST a company-wide message through the alerts page.
• MASS TRANSFER of Unassigned Claims … PERFECT for CAT Season. Enter in 100’s of claims and be able to choose by zip code what person to assign them to and having that person AUTOMATICALLY be given those files through the system…
• MASS Transfer of Files between adjusters.
• Financials – Deductible, Reserves, & Contacts
• Invoicing, Billing, Batch Payment capabilities& Accounts Receivable
• BUDGET ALERT when entering in a new claim that will Alert the person in charge of invoicing when the time log is getting close to the Budgeted Amount so you won’t have a buildup of invoices & having to charge a client too big a bill.
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