AgencyProAgency Software
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FileTrac EvolveEvolution Global
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Related Products
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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.
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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.
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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
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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
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Audience
Insurance accounting or agents in need of an Insurance Agency software
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Audience
Insurance agencies and companies in need of a cloud solution for risk and insurance management
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationAgency Software
Founded: 1988
United States
www.agencysoftware.com/products/agencypro/
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Company InformationEvolution Global
Founded: 2005
United States
www.evolution.global/solutions/filetrac-evolve
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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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
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Integrations
Hover
Not Supported
Microsoft Outlook
Not Supported
QuickBooks Online
Not Supported
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Integrations
Hover
Supported
Microsoft Outlook
Supported
QuickBooks Online
Supported
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