AgencyPro

AgencyPro

Agency Software
FileTrac Evolve

FileTrac Evolve

Evolution Global
+
+

Related Products

  • Macaw AMS
    8 Ratings
    Visit Website
  • Creatio
    589 Ratings
    Visit Website
  • Service Center
    123 Ratings
    Visit Website
  • FISPAN
    5 Ratings
    Visit Website
  • InterProse ACE
    147 Ratings
    Visit Website
  • Collect!
    77 Ratings
    Visit Website
  • TE Recruit
    639 Ratings
    Visit Website
  • Muzaic
    2 Ratings
    Visit Website
  • LegalEdge
    17 Ratings
    Visit Website
  • Predict360
    18 Ratings
    Visit Website

About

Our Flagship product, AgencyPro™ for Windows, has ALL of the tools you need to run a virtually "paperless" insurance agency. With optional Download Module, you can automatically download client and policy information from your Carriers or rating vendors in ACORD® Level 3 format. Saves unnecessary data entry and prevents E&O. AgencyPro is considered to be one of the most comprehensive agency bill insurance accounting systems available anywhere. It is a full agency accounting system including client A/R, rep and company payables, direct bill reconciliation, invoicing and receipts. It works on either cash or accrual basis and produces all necessary financial statements including a Balance Sheet, Income and Expense Report and a Trial Balance. It also includes all of the features of EZAgent. Our staff of agency accounting experts are the best 'hand-holding' department in the industry.

About

FileTrac has a long-standing legacy of being the #1 claims management system in the industry. Building on this reputation, it has now evolved into FileTrac Evolve. This enhanced version is a crucial component of the Evolve Suite, a comprehensive platform designed to revolutionize your claims management process. FileTrac Evolve is a leading web-based claims management system for independent adjusters, third-party administrators (TPAs), managing general agents (MGAs), and insurance companies of all sizes. Comes with a built-in diary system with reminders and provides integrations with Quickbooks, Outlook, Xactanalysis, Symbility, LEDES, NFIP/NFS, and Google Maps, FileTrac Evolve helps businesses manage their adjusters while ensuring accountability to their customers. Other key features include time and expense tracking, invoicing, adjuster timesheets, image and video uploads, accounting reports, quick notes, and more.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Insurance accounting or agents in need of an Insurance Agency software

Audience

Insurance agencies and companies in need of a cloud solution for risk and insurance management

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Agency Software
Founded: 1988
United States
www.agencysoftware.com/products/agencypro/

Company Information

Evolution Global
Founded: 2005
United States
www.evolution.global/solutions/filetrac-evolve

Alternatives

Jenesis Agency Management

Jenesis Agency Management

Jenesis Software

Alternatives

ClickClaims

ClickClaims

E-Claim.com
Direct Claim Solution

Direct Claim Solution

Innovative Computer Systems
Agency Master

Agency Master

Agency Master Insurance Software
Guidewire

Guidewire

Guidewire Software
Guidewire ClaimCenter

Guidewire ClaimCenter

Guidewire Software

Categories

Categories

Claims Processing Supported
Insurance Supported
P&C Insurance Supported

P&C Insurance Features

Billing & Invoicing Supported
Broker / Agent Portal Not Supported
Claims Management Not Supported
Commission Management Supported
Customer Portal Not Supported
Document Management Supported
Insurance Rating Not Supported
Marketing Automation Not Supported
Policy Management Supported
Quote Management Supported
Reinsurance Administration Not Supported
Underwriting Management Not Supported

Commercial Insurance Features

Billing & Invoicing Supported
Broker / Agent Portal Not Supported
Claims Management Not Supported
Commission Management Supported
Customer Portal Not Supported
Document Management Supported
Insurance Rating Not Supported
Policy Management Supported
Quote Management Supported
Reinsurance Administration Not Supported
Risk Assessment Not Supported
Underwriting Management Not Supported

Claims Processing Features

Adjustor Management Supported
Case Management Supported
Claim Resolution Tracking Supported
Co-Pay & Deductible Tracking Supported
Compliance Management Not Supported
Customer Management Supported
Electronic Claims Supported
Forms Management Supported
Paper-Based Claims Not Supported
Payor Management Not Supported
Policy Administration Not Supported

Integrations

Hover Not Supported
Microsoft Outlook Not Supported
QuickBooks Online Not Supported

Integrations

Hover Supported
Microsoft Outlook Supported
QuickBooks Online Supported
Claim AgencyPro and update features and information
Claim AgencyPro and update features and information
Claim FileTrac Evolve and update features and information
Claim FileTrac Evolve and update features and information