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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Our premier offering, AgencyPro™ for Windows, equips you with a complete suite of tools essential for managing a nearly "paperless" insurance agency. With its optional Download Module, you can seamlessly obtain client and policy data directly from your Carriers or rating vendors in ACORD® Level 3 format, significantly reducing the need for manual data entry and minimizing the risk of E&O claims. AgencyPro stands out as one of the most all-encompassing agency billing and insurance accounting solutions available in the market today. This robust system covers all aspects of agency accounting, including managing client accounts receivable, handling representative and company payables, reconciling direct bill transactions, and generating invoices and receipts. It operates on both cash and accrual accounting methods, producing essential financial statements such as a Balance Sheet, Income and Expense Report, and Trial Balance. Additionally, it incorporates all the functionalities of EZAgent, providing even greater value. Furthermore, our team of agency accounting specialists is renowned for delivering exceptional support, ensuring you receive the best guidance in the industry. This unparalleled service commitment sets us apart and enhances the overall user experience.

Description

FileTrac is the #1 claims management software in the industry. FileTrac Evolve builds on this reputation. This enhanced version is an integral part of the Evolve Suite - a comprehensive platform that revolutionizes your claims management process. FileTrac Evolve, a leading web based claims management system, is designed for independent adjusters and third-party administrators. It also works with managing general agents and insurance companies. FileTrac Evolve comes with a diary system that includes reminders. It also integrates with Quickbooks and Outlook, Xactanalysis and Symbility. Other key features include time tracking, expense tracking, invoices, adjuster timesheets and image and video uploads. Accounting reports, quick notes and more are also included.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

HOVER
Microsoft Outlook
QuickBooks Online

Integrations

HOVER
Microsoft Outlook
QuickBooks Online

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Agency Software

Founded

1988

Country

United States

Website

www.agencysoftware.com/products/agencypro/

Vendor Details

Company Name

Evolution Global

Founded

2005

Country

United States

Website

www.evolution.global/solutions/filetrac-evolve

Product Features

Commercial Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management

Insurance Claims Management

CRM
Claims tracking
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

Product Features

Claims Processing

Adjustor Management
Case Management
Claim Resolution Tracking
Co-Pay & Deductible Tracking
Compliance Management
Customer Management
Electronic Claims
Forms Management
Paper-Based Claims
Payor Management
Policy Administration

Insurance Claims Management

CRM
Claims tracking
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

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