FileTrac Evolve 2026: Benefits, Features & Pricing

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.

How Software Advice ensures transparency

Software Advice lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Users can talk to our advisors for free to receive software recommendations matching their needs. Software providers pay us for sponsored profiles to reach users interested in their products.

How Software Advice verifies reviews

Software Advice carefully verified over 2 million reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

Independent research methodology

Researchers at Software Advice use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or talk to an advisor, this has no influence on our research or methodology.

Wondering if FileTrac Evolve is right for your organization?

Our Insurance Software selection experts can help you in 15 minutes or less.

On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

FileTrac Evolve

5.0

(26)

Pricing

Starting at $150.00 per month

About FileTrac Evolve

FileTrac Evolve is a sophisticated, claims management software designed for independent adjusters and insurance companies, accommodating organizations ranging from small firms to large enterprises. It is developed to minimize human error and reduce operational costs, ultimately decreasing claim expenses and enhancing cycle times. This advanced solution integrates a suite of claims management and productivity tools within an intelligent cloud application, utilizing cutting-edge technologies like artificial intelligence (AI), business intelligence (BI), and robotic process automation (RPA) to optimize the claims handling process.

FileTrac Evolve Screenshots

FileTrac Evolve Pricing and Plans

Starting price: $150.00 per month

Free Trial

Free Version

Basic

$150.00

usage based, per month

No plan information available

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

FileTrac Evolve Features

Popular features found in Insurance
Activity Tracking
Audit Trail
Contact Management
Document Management
Insurance Rating
Policy Management
Quotes/Estimates
Self Service Portal
Workflow Management
More features of FileTrac Evolve
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Alerts/Notifications
API
Audit Management
Billing & Invoicing
Case Management
Claims Adjuster Management
Claims Management
Claims Tracking
Client Management
Client Portal
Commission Calculations
Commission Management
Configurable Workflow
Contact Database
Co-Pay & Deductible Tracking
Customer Management
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Document Storage
Document Templates
EDI
Electronic Claims
Email Management
Forms Management
Invoice Management
Monitoring
Paper-Based Claims
Payment Processing
Property & Casualty
Real-Time Analytics
Real-Time Data
Real-Time Reporting
Real-Time Updates
Reminders
Reporting & Statistics
Scheduling
Search/Filter
Secure Login
SSL Security
Status Tracking
Task Management
Task Scheduling
Third-Party Integrations
User Management

FileTrac Evolve Integrations

Hover

Microsoft Outlook

QuickBooks Online Advanced

Google Maps

FileTrac Evolve User Reviews

Overall Rating

5.0

Ratings Breakdown

96%

Secondary Ratings

Ease of Use

4.9

Value for money

4.9

Customer support

5.0

Functionality

5.0

Charles W.

Verified reviewer

Insurance

11-50 employees

Used daily for more than 2 years

Reviewed February 2019

Essential to my business

I bought my company (one man shop) in 2007 and immediately began looking for a Claims Management System. At that time I had over 23 years on the carrier side and had been involved in developing several claims systems, so I knew what I was looking for. Finding File Trac and working with the File Trac team has been instrumental in helping my company grow from a one man /one city operation into a 14 state Regional Adjusting Firm.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's a great communication portal. All data for all claim assignments is one place. Extremely user friendly, very logical work flow. Able to do all billing and calculate Adjusters pay outs in the same software.

Cons:

Some of the user rights/authorities tools need additional development. File Trac implement development changes without communicating the enhancements

Vendor Response

Thank you so much Chuck. Your belief in us and FileTrac makes all the difference. We will always be here for you and we appreciate your input. Know that we are always working to improve and this year there will be some great enhancements. Looking forward to seeing you at the NAIIA conf.

Replied February 2019

Cody C.

Verified reviewer

Insurance

51-200 employees

Used daily for more than 2 years

Review source

Reviewed June 2020

A fully integrated immersive Claims Management System.

In 10+ yeas of use, we have never had an issue or downtime and at the end of the day, we just want to close claims so more are coming in. So bottom line, they are only an assistance to our end goal not a hinderance or even a second thought in an already busy day.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is easy to use, easy to roll out, don't have to train any employees on use due to the user experience being self explanatory. The software has bridges that integrates with all the various software we use regardless of the carrier. So with Symbility all the claims come in via the Symbility bridge so there is no time consuming setup process for each claim, can assign them all out via a map via by zip code, adjuster, manager or supervisor can be automated based off specifics of the file, all data is easily synced back to Symbility so only have to keep notes in one area on the invoice not the invoice, File Trac and Symbility along with so much more. Equally their is a bridge with Xactimate, a bridge with HOVER, and they will even work with you if you have your own proprietery system. I can't say this about really any other company or vendor that has worked with me in the past, at least not to the same degree, and that is they believe in a shared fate, they are in the boat with you. They want to see you succeed because when one succeeds we both win. That is mutual too because as they grow, the software becomes stronger making our operations stronger. In my opinion a claims companies value is from their process, not solely their claim volume if at all. File Trac has helped us build an AMAZING process, a claims assembly line, automating what can be automated and allowing us to focus on the quality more than mundane tasks. File Trac has been key to our success.

Cons:

It was that there were some automation concepts we needed it didn't have but then it turns out, they did have them just had to setup differently and the ones it didn't they made for us.

Reasons for choosing FileTrac Evolve

Price and features at the time; now due to service, price, features and up time.

Reasons for switching to FileTrac Evolve

A million reasons.

Matt O.

Used unspecified for unspecified

Review source

Reviewed March 2015

Review 03-25-15

File Trac has been a true asset to my company. The ease of use and the support received is outstanding. Would (and have) recommended to other companies.

Ratings Breakdown

Ease of use

Customer support

Jason G.

Verified reviewer

Insurance

11-50 employees

Used daily for more than 2 years

Review source

Reviewed June 2020

FileTrac - Claims Managment Software. BEST there is.

I have utilized the FileTrac claims management system in my offices for over 10 years. I reviewed/researched other products prior to implementing FileTrac. None of the other products compared to FileTrac’s features and benefits. If you are considering a fully capable claims management system, I highly recommend you start with FileTrac. You will not be disappointed.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

• Intuitive & Easy to Use • Affordable – No upfront costs or fees. Unlimited users/locations at no additional cost. Only cost is a one time fee per claim that is very affordable. The cost is easily recouped in gained efficiencies. • Scalable • FileTrac is a Progressive & Forward-Thinking company that adds new features and benefits often. • Full and easy integration with other platforms such as Xactimate, Symbility & QuickBooks. • Advanced Reporting Capabilities that will fit any scenario. • Convenient and easy to use Diary system. • Superb Tech Support • Time sheet tracking and Adjuster Payout Tracking make billing and commission reporting easy. • Web Based – Ability to manage and handle claims from anywhere . Perfect for companies with multiple offices in multiple locations. • Secure • Backed up – never worry about losing claim information, reports, notes or photos. • File Trac is a Trusted Partner who treats each client as if they are their only client.

Cons:

I have no cons for this software. I just don't have anything negative to say about the product or their support.

Patrick P.

Verified reviewer

Insurance

11-50 employees

Used daily for more than 2 years

Review source

Reviewed June 2020

FileTrac

I have been involved with FileTrac for over 10 years. They are customer oriented, service oriented, technologically current and forward thinking. Over the years I have developed a true friendship with [SENSITIVE CONTENT HIDDEN] and his team at FileTrac and would recommend this program without any reservation!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to bulk dispatch using the mapping system and the ability to create your own reports based on our specific need. I am a big fan of their Customer Support Team. They are open minded and responsive to our needs regardless of the day or time of day you may be experiencing an issue. They are true partners!

Cons:

I struggle to identify a negative to this CMS.

Reasons for choosing FileTrac Evolve

n/a - I used FileTrac at a former employer and took it with me to Olympia when I joined [SENSITIVE CONTENT HIDDEN] in 2013 based on my experience with FileTrac while at Lighthouse.

Vendor Response

Pat - Can't thank you enough for your kind words. I look forward to working with you for many more years to come.

Replied June 2020

Gary W.

Insurance

11-50 employees

Used daily for more than 2 years

Reviewed February 2019

File Trac - An Industry leader in the CMS Industry

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We began our relationship with File Trac in the early stages of their development. We have grown with them since the beginning. If I had to narrow my comments to the single item we like MOST about File Trac, it would be their incredible development in our industry in providing us, the end user, with the items that we most need. Every company uses File Trac a little differently and they offer customization to fit everyone's needs. I know this because I visit with our peers that utilize file trac and most everyone currently using the system agrees they are an industry leader in the claims corridor with the ease of use of their system. We highly recommend File Trac to anyone that is looking for a CMS system that is capable of providing a fully customized system to fit an individual company's needs.

Cons:

At this stage, I really do not have any negative feedback to offer. 10+ years ago as File Trac was developing, there were several areas that needed improvement. With feedback from companies such as ours and others in the industry, File Trac is constantly updating their system and offering 'bridges' or 'fixes' to help a firm with an individual situation. They listen to us, the client, and make modifications and improvements that help us all navigate claims day in and day out.

Joseph R.

Verified reviewer

Insurance

11-50 employees

Used daily for more than 2 years

Review source

Reviewed June 2020

A long time FileTrac user. I highly recommend FileTrac.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

First and foremost I'd say the customer service and support. I would like this to be a thank you to all of the people that have helped us over the years. The software is easy to use, new users are able to get up and running in no time. While the software is easy to use it is extremely robust. It has improved our productivity exponentially. The communication and diary tools in FileTrac are the best feature for our management team. FileTrac is an internet based system, this is essential for our business as we have multiple locations. Everything is handled in real-time so we have a reliable view of our work product. This feature is especially relevant during this time with remote work due to Covid-19. Our firm has been able to function seamlessly thanks in large part to FileTrac. We have been using FileTrac for over 10 years and is still one of our best business decisions.

Cons:

FileTrac adds features regularly. In fact they are in the midst of a comprehensive and exciting update. Any cons that I could think of have been tackled over the years.

Cathy H.

Verified reviewer

Insurance

11-50 employees

Used daily for more than 2 years

Review source

Reviewed July 2020

Why FileTrac?

FileTrac has enabled our business to go paperless, reduce our work space and have all our claims files at our hands to view, anywhere you have an internet connection.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like the ease of use and service support the most.

Cons:

FileTrac is going through a lot of big changes, all at once. I would like to see changes/upgrades being eased in to, a little at a time, which I feel will happen in the future.

Reasons for choosing FileTrac Evolve

From the beginning of conversations about the product FileTrac held our hand and walked us through step by step the entire process of installation, training and support. We knew exactly what to expect, from day one and were never disappointed, they delivered and continue to do so today. I can truly say that after 12 years with FileTrac, I would do it all over again. FileTrac listens to their customers and upgrades and adds services with benefits to their individual customers needs in mind. Partnering with FileTrac was one of the best business decisions we ever made as a company.

George B.

Verified reviewer

Insurance

201-500 employees

Used daily for more than 2 years

Review source

Reviewed July 2020

FileTrac

Continuing to develop and create innovative solutions in a collaborative environment has proven to be essential with the ongoing development of product enhancements.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The software provided a platform to improve organization and efficiency at every level of the organization. The analytics available to the users as well as the simplicity of customization of the product provides systemic solutions scalability to meet the needs of organizations small and large.

Cons:

The integration was relatively painless. Continuing dialogue assists with product enhancements to reduce the learning curve when enhancements are released.

Reasons for choosing FileTrac Evolve

Overall simplicity, user friendly, efficiencies gained over comparative systems and customer support.

John D.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed July 2020

It helped our firm to grow its business

Our company has become better organized in tracking claim files, due dates, etc...with the usage of FileTrac. As we grow, and FileTrac grows, we are utilizing more of the system than when we first started using it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We are able to quickly collect information on a claim when speaking to the insurance carrier or customer on the phone. I use the Multi-Criteria Search function several times a day.

Cons:

Not all file documents are able to be uploaded to filetrac due to intergration issues. Most of the time, these are certain type of digital photography files.

Reasons for choosing FileTrac Evolve

Better feedback from our peers and associates regarding FileTrac.

Showing 1 - 10 of 26 Reviews

See All Reviews