Evolve Insights showcases the latest features and concepts driving the future of FileTrac Evolve. Dive into detailed insights on groundbreaking tools, cutting-edge functionalities, and powerful updates—either newly released or coming soon. Stay ahead of the curve with the information you need to evolve your operations and maximize the potential of your platform.
Community
Profiles helps you showcase your business to a broader audience, drawing interest and attracting potential clients. Define who you are and highlight what makes your company unique.
Navigate the insurance landscape with precision and ease. The journey starts with Define, where you establish your brand, values, and operational structure. From there, you Assemble your community through Conversation Insurance, fostering connections and collaboration. Then, it’s time to Work using FileTrac to manage the claims process. Finally, you Manage your organization, keeping your team engaged and operations running smoothly. Together, these elements create a holistic system that empowers your organization at every level.
Community starts with a clear purpose, and Conversation Insurance lets organizations shape spaces that align with their goals. Whether sharing expertise, driving thought leadership, or fostering connections, this platform adapts to your vision. Create public or private spaces tailored to your brand’s values, whether informational, educational, conversational, or casual. Conversation Insurance evolves your existing community into a hub for collaboration and industry-wide discussions, giving you the flexibility to achieve your objectives in the way that works best for you.
Use Profiles to demonstrate your expertise and build trust with customers, partners, and employees. Share your values, goals, and achievements to create a credible and reliable business image.
Profiles enables you to stay up-to-date with other companies and establish meaningful connections. Foster networking and partnership opportunities to grow your business and strengthen relationships.
Continuous learning is essential for long-term success, and Conversation Insurance makes it effortless. With just one click, you can run live events, host discussions, share educational resources, and offer courses for professional development. This creates a dynamic learning environment where your community grows together, keeping your organization at the forefront of industry advancements and innovation.
You’re already connecting within the insurance industry, but why not make each connection more meaningful? Conversation Insurance allows you to extend those conversations, transforming them into a cohesive community that amplifies your message. By creating your own space, you can deepen engagement, share your expertise, and build a community that shapes the future of the industry—on your terms.
Differentiate your business by showcasing your standout features and skills in Profiles. Present your brand in a compelling way that sets you apart from competitors and captures the attention of the industry.
Profiles helps you showcase your business to a broader audience, drawing interest and attracting potential clients. Define who you are and highlight what makes your company unique.
Your community is a reflection of your brand, and Conversation Insurance offers customizable spaces to design a community that aligns with your brand’s essence. Every element—layout, color scheme, messaging—can be tailored to showcase your unique identity. As your brand evolves, Conversation Insurance allows you to update your space to ensure your community always reflects your current mission and values.
In the insurance industry, knowledge sharing drives innovation. Conversation Insurance is built to facilitate the exchange of expertise, allowing professionals across the industry to share insights, contribute thought leadership, and learn from one another. Organizations can host forums, webinars, and discussions that engage the broader community in forward-thinking conversations, ensuring your organization is leading the discussions that matter most.
Use Profiles to demonstrate your expertise and build trust with customers, partners, and employees. Share your values, goals, and achievements to create a credible and reliable business image.
Profiles enables you to stay up-to-date with other companies and establish meaningful connections. Foster networking and partnership opportunities to grow your business and strengthen relationships.
In the fast-paced insurance industry, training and upskilling your team is crucial. Conversation Insurance offers dedicated spaces for dynamic, interactive courses that align with your organization’s goals. Whether you’re onboarding new hires or fostering leadership development, your training programs can evolve as your organization grows. If you’re not training your team, someone else will. Create true leadership and provide a space where your people can learn, grow, and be empowered. Whether public or private, community is where training transforms into empowerment.
Conversation Insurance ensures that your message reaches the right audience. Whether introducing a new product or establishing thought leadership, the platform helps you amplify your voice within a community of industry professionals who are invested in the insurance space. Through targeted engagement, you can craft messages that resonate and influence the broader industry conversation.
Differentiate your business by showcasing your standout features and skills in Profiles. Present your brand in a compelling way that sets you apart from competitors and captures the attention of the industry.
Dashboard
The Dashboard serves as the launchpad for your team, where all users, workers, customers, and team members can stay current and easily access their work. It's the central hub that keeps everyone informed and ready to take action.
The Dashboard serves as the launchpad for your team, where all users, workers, customers, and team members can stay current and easily access their work. It's the central hub that keeps everyone informed and ready to take action.
The Dashboard provides External Links to your work, allowing you to direct URLs to any system, public space, or key area of importance for your team. These are not just links, but branded and defined links, tailored to seamlessly integrate with your workflow.
The Dashboard provides External Links to your work, allowing you to direct URLs to any system, public space, or key area of importance for your team. These are not just links, but branded and defined links, tailored to seamlessly integrate with your workflow.
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Effortlessly create and send emails, in-app messages, or texts to any user or group within your team. Keep everyone informed or on notice regarding critical matters or information with ease.
Effortlessly create and send emails, in-app messages, or texts to any user or group within your team. Keep everyone informed or on notice regarding critical matters or information with ease.
Customize your Dashboard with your own logo, colors, and functionality. It's not just a dashboard—it's a reflection of your brand's identity, tailored to make a lasting impression.
Customize your Dashboard with your own logo, colors, and functionality. It's not just a dashboard—it's a reflection of your brand's identity, tailored to make a lasting impression.
Profile
Profiles helps you showcase your business to a broader audience, drawing interest and attracting potential clients. Define who you are and highlight what makes your company unique.
Profiles helps you showcase your business to a broader audience, drawing interest and attracting potential clients. Define who you are and highlight what makes your company unique.
Use Profiles to demonstrate your expertise and build trust with customers, partners, and employees. Share your values, goals, and achievements to create a credible and reliable business image.
Use Profiles to demonstrate your expertise and build trust with customers, partners, and employees. Share your values, goals, and achievements to create a credible and reliable business image.
Profiles enables you to stay up-to-date with other companies and establish meaningful connections. Foster networking and partnership opportunities to grow your business and strengthen relationships.
Profiles enables you to stay up-to-date with other companies and establish meaningful connections. Foster networking and partnership opportunities to grow your business and strengthen relationships.
Differentiate your business by showcasing your standout features and skills in Profiles. Present your brand in a compelling way that sets you apart from competitors and captures the attention of the industry.
Differentiate your business by showcasing your standout features and skills in Profiles. Present your brand in a compelling way that sets you apart from competitors and captures the attention of the industry.
Network
Leverage the Network feature to broaden your connections and access valuable insights from industry leaders and peers. Stay informed and ahead of trends by engaging with a diverse range of professionals and organizations.
Leverage the Network feature to broaden your connections and access valuable insights from industry leaders and peers. Stay informed and ahead of trends by engaging with a diverse range of professionals and organizations.
Use the Network feature to create meaningful collaborations and partnerships. Connect with like-minded professionals and companies to drive innovation and mutual growth, enhancing your business opportunities.
Use the Network feature to create meaningful collaborations and partnerships. Connect with like-minded professionals and companies to drive innovation and mutual growth, enhancing your business opportunities.
Boost your brand's visibility by actively engaging with others in the Network. Share your achievements, updates, and insights to keep your brand top-of-mind and attract new followers and potential clients.
Boost your brand's visibility by actively engaging with others in the Network. Share your achievements, updates, and insights to keep your brand top-of-mind and attract new followers and potential clients.
Strengthen your professional network by managing and expanding your connections through the Network feature. Follow, invite, and watch key individuals and companies to build a robust support system for your business
Strengthen your professional network by managing and expanding your connections through the Network feature. Follow, invite, and watch key individuals and companies to build a robust support system for your business
Conversations
Conversations combines messaging, email, texting, and more into one seamless platform, making it easy to manage all your communication channels in one place. Say goodbye to scattered messages and enjoy a unified, efficient communication experience.
Conversations combines messaging, email, texting, and more into one seamless platform, making it easy to manage all your communication channels in one place. Say goodbye to scattered messages and enjoy a unified, efficient communication experience.
With Conversations, collaboration is enhanced through integrated tools that support real-time messaging, document sharing, and project management. Bring your team together effortlessly and drive productive, meaningful interactions.
With Conversations, collaboration is enhanced through integrated tools that support real-time messaging, document sharing, and project management. Bring your team together effortlessly and drive productive, meaningful interactions.
Leveraging our EVOX-AI, Conversations boosts your communication efficiency by providing smart suggestions, automating routine tasks, and ensuring your messages are clear and impactful. Experience the power of AI-driven communication.
Leveraging our EVOX-AI, Conversations boosts your communication efficiency by providing smart suggestions, automating routine tasks, and ensuring your messages are clear and impactful. Experience the power of AI-driven communication.
Conversations centralizes all your business communications, providing a secure and organized space for every interaction. Enhance your management capabilities and keep everything under your company's control for maximum benefit and security.
Conversations centralizes all your business communications, providing a secure and organized space for every interaction. Enhance your management capabilities and keep everything under your company's control for maximum benefit and security.
Associates
Associates allows you to effortlessly assign roles and permissions to each team member, ensuring everyone has the appropriate access and responsibilities. Streamline your team's setup and maintain control over their access.
Associates allows you to effortlessly assign roles and permissions to each team member, ensuring everyone has the appropriate access and responsibilities. Streamline your team's setup and maintain control over their access.
Foster efficient collaboration by managing and developing your team within Associates. Invite, organize, and support your team members, partners, and customers to work together seamlessly towards common goals.
Foster efficient collaboration by managing and developing your team within Associates. Invite, organize, and support your team members, partners, and customers to work together seamlessly towards common goals.
Simplify the management of your entire team with Associates. Easily view, manage, and oversee all stakeholders, streamlining administrative tasks and focusing on developing your team.
Simplify the management of your entire team with Associates. Easily view, manage, and oversee all stakeholders, streamlining administrative tasks and focusing on developing your team.
Clearly define roles and responsibilities within Associates, ensuring that every team member understands their duties and contributions. This clarity promotes accountability and improves overall team performance.
Clearly define roles and responsibilities within Associates, ensuring that every team member understands their duties and contributions. This clarity promotes accountability and improves overall team performance.
Organization Roles
Organization Roles allows you to customize permissions for every individual and team member, down to the specific data field. Control who can see, edit, read, delete, or fully manage each element, ensuring precise access tailored to your needs.
Organization Roles allows you to customize permissions for every individual and team member, down to the specific data field. Control who can see, edit, read, delete, or fully manage each element, ensuring precise access tailored to your needs.
Design and implement workflows that align perfectly with your organizational requirements. Organization Roles provides the flexibility to create processes that work best for your unique operations, enhancing productivity and effectiveness.
Design and implement workflows that align perfectly with your organizational requirements. Organization Roles provides the flexibility to create processes that work best for your unique operations, enhancing productivity and effectiveness.
Maintain stringent data security and control by defining specific access levels for each user and team. Organization Roles ensures that sensitive information is protected, and only authorized individuals can interact with it according to your defined parameters.
Maintain stringent data security and control by defining specific access levels for each user and team. Organization Roles ensures that sensitive information is protected, and only authorized individuals can interact with it according to your defined parameters.
Enhance team interaction and efficiency by clearly defining roles and permissions. Organization Roles facilitates seamless collaboration and ensures that everyone has the access they need to perform their tasks effectively.
Enhance team interaction and efficiency by clearly defining roles and permissions. Organization Roles facilitates seamless collaboration and ensures that everyone has the access they need to perform their tasks effectively.
Documents
Documents offers advanced permission settings for each document, ensuring that access is precisely managed. Choose between public, confidential, or sensitive settings to protect your data and maintain control over who can view or edit your documents.
Documents offers advanced permission settings for each document, ensuring that access is precisely managed. Choose between public, confidential, or sensitive settings to protect your data and maintain control over who can view or edit your documents.
Access your documents securely from anywhere in the world. With Documents, you can easily share files with public URLs or restrict access based on user permissions, providing the perfect balance of accessibility and security.
Access your documents securely from anywhere in the world. With Documents, you can easily share files with public URLs or restrict access based on user permissions, providing the perfect balance of accessibility and security.
Never lose track of changes with AI-managed versioning. Documents keeps a complete history of all edits and contributors, ensuring transparency and preventing accidental overwrites.
Never lose track of changes with AI-managed versioning. Documents keeps a complete history of all edits and contributors, ensuring transparency and preventing accidental overwrites.
Organize your files with customizable folders and workflows tailored to your business needs. Documents allows you to drag and drop media for easy management, making it simple to find and use your information efficiently.
Organize your files with customizable folders and workflows tailored to your business needs. Documents allows you to drag and drop media for easy management, making it simple to find and use your information efficiently.
Account Settings
Account Settings allows you to centralize and manage all key contacts for your organization, including sales, technical matters, media, and billing. Keep your contact information organized and easily accessible.
Account Settings allows you to centralize and manage all key contacts for your organization, including sales, technical matters, media, and billing. Keep your contact information organized and easily accessible.
Efficiently manage your connections to FileTrac Legacy and other systems, enhancing your workflows and ensuring smooth integration. Account Settings helps you maintain and optimize your system links.
Efficiently manage your connections to FileTrac Legacy and other systems, enhancing your workflows and ensuring smooth integration. Account Settings helps you maintain and optimize your system links.
Handle all your billing needs and manage system invoices with ease. Account Settings provides a secure and organized way to keep track of payments and financial transactions.
Handle all your billing needs and manage system invoices with ease. Account Settings provides a secure and organized way to keep track of payments and financial transactions.
Set up and maintain your organization's core information, including name, handle, logo, and contact details. Easily display your locations, whether temporary or permanent, ensuring accurate and up-to-date company representation.
Set up and maintain your organization's core information, including name, handle, logo, and contact details. Easily display your locations, whether temporary or permanent, ensuring accurate and up-to-date company representation.
Dive deeper and uncover more updates and enhancements waiting for you.
