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    • Filetrac Basics >
      • Logging In
      • Accepting Assignments
      • DA Contact Info
      • Time & Expense
      • Supporting Documents
      • Adding Notes, Emails & Alerts
      • Entering Potential Loss Amount
      • Uploading Documents
      • Sending a Report to Review
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      • Installing Xactimate Header and Statement
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      • First Assignment: What to expect.
      • Contact, notes and first Timelog
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Specific Training Areas for File Progression


1

Receive/Accept New Assignment

  • Logging Into FileTrac
  • Accepting a New Assignment


2

Contact

  • Desk Adjuster and File Manager Contact Information
  • Supporting Documents
  • Entering Date of First Contact and Appointment Date

3

Inspection

  • Entering the Potential Loss Amount and Inspection Date
  • Entering Time and Expense
  • Entering Notes, Emails and Alerts

4

Reporting

  • Diary Requirements
  • Uploading to FileTrac
  • Sending a Report to Review

5

Closing

  • When Am I Getting Paid?



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Flowood, MS  39232
769-972-3442​
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