FileTrac EvolveEvolution Global
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Jenesis Agency ManagementJenesis Software
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Related Products
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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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About
Jenesis Agency Management System is web-based software designed to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency, and manage sales & retention. With the ability to access your agency from anywhere on any device, Jenesis is easy to use and affordable. Jenesis offers a variety of features that include a client portal, email integration, ACORD forms, carrier downloads, credit card integration, rating, receipts and invoicing, and more. There are multiple packages to choose from depending on the needs of your agency. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.
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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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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Audience
Insurance agencies and companies in need of a cloud solution for risk and insurance management
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Audience
Jenesis Agency Management System works best for independent insurance agencies that focus on personal and commercial lines insurance.
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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 VideosNo images available
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Pricing
$60/month/user
There are two different packages to choose from based on feature needs.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Not Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationEvolution Global
Founded: 2005
United States
www.evolution.global/solutions/filetrac-evolve
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Company InformationJenesis Software
Founded: 1999
United States
www.jenesissoftware.com
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Categories |
Categories |
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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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Insurance Claims Management Features
Claims tracking
Supported
CRM
Supported
Customer portal
Supported
Document management
Supported
EDI data exchange integrations
Not Supported
Electronic claims
Not Supported
Fraud management
Not Supported
Reporting
Supported
P&C Insurance Features
Billing & Invoicing
Supported
Broker / Agent Portal
Supported
Claims Management
Supported
Commission Management
Supported
Customer Portal
Supported
Document Management
Supported
Insurance Rating
Supported
Marketing Automation
Supported
Policy Management
Supported
Quote Management
Supported
Reinsurance Administration
Not Supported
Underwriting Management
Not Supported
Commercial Insurance Features
Billing & Invoicing
Supported
Broker / Agent Portal
Supported
Claims Management
Supported
Commission Management
Supported
Customer Portal
Supported
Document Management
Supported
Insurance Rating
Supported
Policy Management
Supported
Quote Management
Supported
Reinsurance Administration
Supported
Risk Assessment
Supported
Underwriting Management
Supported
Insurance Agency Management Features
Claims Management
Supported
Commission Management
Supported
Contact Management
Supported
Document Management
Supported
Insurance Rating
Supported
Life & Health
Supported
Policy Management
Supported
Property & Casualty
Supported
Quote Management
Supported
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Integrations
Docusign
Not Supported
Formstack
Not Supported
Hover
Supported
Microsoft Outlook
Supported
QuickBooks Online
Supported
RenewalCompass
Not Supported
RingCentral Automatic Call Recording
Not Supported
TurboRater
Not Supported
WeSignature
Not Supported
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Integrations
Docusign
Supported
Formstack
Supported
Hover
Not Supported
Microsoft Outlook
Not Supported
QuickBooks Online
Not Supported
RenewalCompass
Supported
RingCentral Automatic Call Recording
Supported
TurboRater
Supported
WeSignature
Supported
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