John Ryan
November 1, 2024
A review of 2024 and looking forward to 2025

2024 The State of the Company

Option 2

 Dear Valued Customers and Partners,

 

For those of you who have been part of the FileTrac family, 2024 was a year filled with challenges and personal hardships. Many of us faced cancer battles, mourned the loss of our beloved four-legged friends, and grieved the passing of family members, friends, and co-workers in the industry. Despite these tough times, we’ve stood together, supporting one another like a true family. Your resilience and solidarity have been nothing short of inspiring.

Amidst these personal trials, we also navigated a busy storm season, record damage and loss, economic uncertainties, regulatory shifts, and a rapidly changing world. Yet, through it all, we’ve emerged stronger, more innovative, and more connected than ever before.

 Reflecting on Our Achievements

In our 2023 State of the Company address, we set ambitious goals to enhance our platform and services. Today, we’re thrilled to announce that we’ve not only met those objectives but exceeded them beyond expectations! With the transformative updates to FileTrac Evolve, we’ve redefined how a platform can connect the world. The release of Conversation Insurance on desktop and mobile has united the industry, enabling our customers to build and grow their own communities like never before. And with the release of EVO-X, we’ve seamlessly integrated AI into your daily workflows, infusing your work with excitement and unlocking limitless capabilities. Every milestone we’ve achieved is a testament to our unwavering commitment to empower your organizations and help you succeed.

 

What's New and What You Need to Know

November 2024 – Release of Organization and People Management (OPM)

Organization & People Management

 

Get ready to revolutionize the way you manage your most valuable assets—your people and your customers!

 

We’re ecstatic to introduce the Organization and People Management (OPM) module, a groundbreaking expansion that offers three powerful products in one:

  • Team Building and Management: Build comprehensive profiles, create roles, and manage associates effortlessly. Streamline your staff and customer management processes like never before.
  • Community Growth: Network with other organizations, adjusters, service providers, and partners. With Conversation Insurance, you can create or grow your own vibrant community—a revolutionary space designed to showcase your brand, your message, foster collaboration, train your teams and build a lasting community.
  • Enhanced Collaboration Tools: Leverage our new Conversations and Documents functionalities for seamless communication and collaboration.

 Why OPM Matters

 

Your people and customers are the heart and soul of your company. Our goal with OPM is to help you protect and grow these invaluable relationships. By allowing every organization to build your teams and create or expand your community, this is an unparalleled opportunity to build, grow, and safeguard what you have already established.

 

Timing is Everything

 

We recognize that this year has been particularly busy with hurricanes and storms since July. While these features have been ready for release, we wanted to ensure you had the time to fully embrace them. November is the month to expect our team to reach out and work closely with you, preparing for 2025 and all the new features and upgrades on the horizon.

 

And the Best Part?

 

These incredible features are available at no additional cost to existing customers under the current Master Subscription Agreement (MSA)!

January 2025 – Migration to the New Solutions Portal

Say hello to a new era of support and resources!

 

We’re thrilled to announce the launch of our new Solutions Portal, powered by Zendesk. This centralized hub brings all product support, documentation, and resources together in one accessible place. With Single Sign-On for all registered users, you’ll enjoy a seamless experience, deeply integrated with EVO-X, our AI-powered assistant.                  

  • Smart, Fast Resolutions: Get instant answers to your inquiries and enhance your product learning with AI-driven support.
  • All in One Place: No more juggling multiple platforms—everything you need is just a click away.

Master Subscription Agreement Update

 

As a reminder from our 2023 address, customers who have not transitioned to the new MSA will be automatically migrated on January 1, 2025. The primary differences include:

  • Reduction in Costs: Enjoy lower user costs and storage fees.
  • Billing Cycle Change: Monthly minimum charges will now occur at the beginning of each service month.

While the vast majority of our customers have already embraced this update, we’ll ensure a smooth transition for those who haven’t. This new agreement replaces all prior versions, aligning with current security, privacy, and applicable laws, and ensures you’re equipped to benefit from our expanding suite of services.

See the 2023 State of the Company

Important Reminder: Any changes to your Plans must be submitted by December 15, 2024, to be applied to the auto-renewal. Don’t miss this opportunity to tailor your services to your evolving needs!

 

New Invoicing System

Simplify and streamline your billing experience!

 

In 2024, we implemented sales tax compliance across applicable states. To manage sales tax thresholds, invoicing, and payments efficiently, we’re introducing a new Invoicing section within the Organization Account Settings of FileTrac Evolve.

  • Integrated with Stripe: Benefit from the security and convenience of Stripe, the leading PCI-compliant and SOC 2-certified payment processor.
  • Easy Setup: Customers will need to set up invoicing settings in December 2024 for the January 1, 2025 migration to Stripe.
  • Flexible Payment Options: All payments will be processed electronically via major credit cards, ACH, and cash apps.
  • Automatic Processing: Payments will auto-process on the first of each month, with invoices and notifications available right within the FileTrac Evolve application.

 

We believe these improvements will make your invoicing process smoother and ensure compliance with new regulatory requirements.

 

BIG NEWS FOR 2025!

 

First Quarter of 2025 – Refreshed Design and Interface for FileTrac CMS

Experience the future of claims management!

 

We’re excited to announce a refreshed design and interface coming to FileTrac CMS in early 2025. Integrated with EVO-X and packed with enhanced automation features, this upgrade will revolutionize your workflow and boost efficiency.

 

  • Conversations and Documents Integration: Get ready to enjoy seamless collaboration tools directly within FileTrac CMS.
  • Enhanced Automation: Leverage new automation features to streamline your processes like never before.

 

Get Ahead of the Curve

 

Be sure to experience the new Conversations and Documents functionalities now, so you’re fully prepared when they integrate into FileTrac CMS. This is your chance to stay ahead and maximize the benefits of our upcoming enhancements!

 

Why These Changes?

 

We understand that change can be challenging, especially when it involves adopting new technologies and processes. However, we’re committed to making this transition as smooth and beneficial as possible for you.

Our Unwavering Commitment to You

 

FileTrac has always been your trusted partner. We’ve built a team and developed a system that you can rely on, day in and day out. In spite of massive industry price increases and inflation, we’re proud to announce that we are making no pricing changes for our existing customers. We remain steadfast in our commitment to providing outstanding service and innovation at the lowest cost in the industry.

 

Embracing the Future with AI

EVO-X AI

 

We understand the importance of artificial intelligence in the future of insurance and, even more so, the necessity to ensure it is accurate and secure. 2024 and continuing into 2025 will have AI as a primary feature in our development. Our Conversation Insurance Community will highlight tips and tricks adlay the groundwork for integrated AI in daily tasks. We’re introducing AI in a whole new way to your daily workflow, making your processes smarter and more efficient.

 

Innovation with You in Mind

 

While change can be a struggle for some, change for the better that helps every customer and every user is our ultimate goal. We innovate with you in mind so that when you’re ready for the new, we’ve already built the most advanced systems and features to make your business successful.

 

Looking Forward to an Exciting 2025

 

2024 was our busiest year, and we expect 2025 to be your biggest year with the new tools and technology presented by Evolution Global. 2025 is the year of building your teams and your organization with real community, leveraging the power of OPM and AI to propel your business to new heights.

 

Together, We’re Shaping the Future

 

Your success is our success. By enabling every organization to build your teams and create or grow your community, we’re offering an unparalleled opportunity to build, grow, and protect what you have already established. We’re here to ensure that when you face new challenges, you’re equipped with the most advanced solutions to overcome them.

 

A Fond Farewell to a Valued Leader

As we look toward the future, we also want to take a moment to honor our past. After over 20 years of dedicated service, our co-founder and sales lead, DeanVarillas, is stepping into retirement. Dean has been a positive force for so many of our customers, laying the groundwork for their successful journeys with FileTrac. His passion, commitment, and leadership have been instrumental in shaping who we are today.

 

While Dean is retiring from his day-to-day role, we’re delighted that he will continue to serve as a member of our board. He’s looking forward to welcoming anew puppy into his life and spending plenty of time on the pickleball court. Weare immensely grateful for his many years of loyalty and hard work at the company, and we hope you will join us in wishing him all the best in this exciting new chapter.

 

Re-Introducing Your Core Team - Embracing the Future with New Leadership

 

As we bid farewell to Dean, we’re excited to introduce the leaders who will guide us into the future.

Greg Wasinger, Chief Experience Officer

A long-standing and trusted member of our organization, Greg is a staple in the industry with years of experience in claims. Well-known and highly respected, Greg and his team ensure that our customers are equipped and assisted for success. For them, it’s where the past meets the future—making sure that customers and their teams are ready for what’s coming and providing the best experience as you grow and use our products.

Ruby Samford, Director of Community and Organizational Growth

 

Slightly newer but familiar to many, Ruby leads one of the most important aspects for our customers: preserving, protecting, growing, and building their customer and adjuster communities. Ruby and her team are passionate about ConversationInsurance and its unlimited potential to reshape the teams that our customers rely upon. Since the soft launch at PLRB in 2024, Conversation Insurance has exploded onto the scene, allowing organizations and customers to build communities. Whether public or private, Ruby showcases the value of community building. Her team’s creativity, design experience, and expertise make every customer an almost instant expert in fostering their own communities.

 

Looking Forward

 

The future has never looked brighter! With these exciting developments, we’re not just keeping pace with industry changes—we’re setting the standard. Our refreshed FileTrac CMS design, the innovative OPM module, and the new Solutions Portal are all testaments to our unwavering commitment to your success.

 

We’re incredibly proud of the community we’ve built together and are honored to be your partner in innovation. The best is yet to come, and we can’t wait to embark on this next chapter with you.

 

Thank You for Being Part of Our Journey

 

If you have any questions or need assistance understanding these updates, please don’t hesitate to reach out to our team. We’re here to support you every step of the way.

 

Thank you for your continued partnership and trust in Evolution Global. Together, we’re shaping the future of the insurance industry.

 

Let’s make 2025 our most successful year yet!

 

Warm regards,  

John Ryan

Chairman and CEO

Evolution Global, Inc.