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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Zywave’s perspective on technology is more ambitious and expansive than ever before. Discover insights from our CEO, Jason Liu, regarding our latest acquisition and how Zywave is at the forefront of innovation in the insurance industry, aimed at enhancing your operational efficiency and improving profitability. Learn how our advanced technology can free up your time, enabling you to prioritize what truly matters – providing exceptional advice to your clients. By leveraging our sales management and client delivery tools, along with our unmatched content resources, you can create a remarkable experience for your customers. Step away from conventional practices as a benefits broker. Whether your needs lie in healthcare analytics, compliance, content creation, or human resources, we offer the solutions necessary to solidify your role as a reliable advisor. Transform into an essential consultant for your clients by utilizing our risk management, modification analysis, compliance, and content offerings to deliver strategic insights and distinguish your agency in a competitive market. By harnessing our resources effectively, you can elevate your service level and strengthen your position as a trusted partner in the industry.

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

Zywave

Country

United States

Website

www.zywave.com/content-cloud/broker-briefcase-pc-edition/

Vendor Details

Company Name

Evolution Global

Founded

2005

Country

United States

Website

www.evolution.global/solutions/filetrac-evolve

Product Features

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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