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Setting up Adjuster Payouts

Overview:

The Adjuster Payout is a setting that determines how your adjuster will be paid by selecting and entering either a dollar amount or a percent of a fee that the adjuster will receive. 

When setting up Adjuster Payouts under the Personnel Manager page, you will also be able to apply a 'Holdback' if you pay the adjuster only a portion of the claim until you are paid by the Carrier.  The ability to deduct a dollar amount from each claim to help offset the cost of 'E&O Insurance' is set up here as well.

Table of Contents:

I. Adjuster Payout (Personnel Manager Page)

II. Service Payout Setup

A. Adjuster Payout for Standard/Common Services

B. Adjuster Payout for Custom Services Created for a Company

III. Fee Schedule Tier Payout Setup

A. Adjuster Payout for a Common Fee Schedule

B. Adjuster Payout for a Custom Fee Schedule for a Company

I. Adjuster Payout (Personnel Manager Page): 

1. Click on 'Personnel Manager'

2. Locate the User in the list or search for the User and click on their Name

3. Click on User Payout Setup

4. Holdback Configuration (Optional): A Holdback is a percent of the fee that is temporarily withheld from the adjuster for a certain amount of time.  A Holdback is sometimes used as a way for an IA firm to make a partial payment to the adjuster before being paid by the Carrier.  Type in the % and number of days the pay will be withheld.

5. E&O Insurance Rate (Optional): Some firms deduct a certain amount per claim to help cover the cost of E&O Insurance.  Enter the dollar amount per claim that will be withheld from the adjuster for E&O Insurance. 

6. User Payout Setup: Choose which payout option will apply to this user for Fee Schedules and Services by checking the appropriate box.

Option 1 – Choose this option if you want the settings to only apply to all FUTURE Fee Schedules and Services.

Option 2 – Choose this option if you want to set the rate for all EXISTING and FUTURE Fee Schedules and Services.

Option 3 – Choose this option if you want to set the rate for each Fee Schedule and Service Individually.  In this case you would NOT be paying out the same rate on all of the Fee Schedules and Services.

 If the same rate applies to most of this user's payout, you may choose the appropriate Option 1 or 2, follow the directions below, then proceed to the steps for Option 3 before clicking 'Close Page'. 

For Options 1 and 2: (For Option 3, skip to step #9.) 

7. Click the drop-down menu, select either % of Fee or Amt/Qty, and enter the Value of the User Payout.  

8. Click 'Update Services'.  Then click 'Close Page'.

For Option 3:

9. Click the drop-down menu for each Fee Schedule and Service, choose either % of Fee or Amt/Qty, and enter the User Payout.

10. Click on 'Update Services'

11. Click on 'Close Page'

II. Service Payout Setup:

A. To set up the Adjuster Payout for Standard/Common Services:

1. Click on the Settings tab

2. Click on Click Here to Configure under Services and Fees

3. Choose a Service from the list on the left

4. Then follow the steps in Section III in the following link:

Creating Standard Services and Fees (Settings Page- Admin Only) : FileTrac Support (freshdesk.com) 

B. To set up the Adjuster Payout for Custom Services Created for a Company:

1. Click on Companies 

2. Type the Company Name in the Filter by Name field and click Enter on your keyboard

3. Click on the Company Name

4. Scroll down to the Service Type section and click on Company Service List

5. Then follow the steps in Section II in the following link: 

Creating Custom Services for Companies : FileTrac Support (freshdesk.com) 

III. Fee Schedule Tier Payout Setup:

A. To set up the Adjuster Payout for a Common Fee Schedule:

1. Click on the Settings tab

2. Click on Click Here to Configure under Services and Fees

3. Click Fee Schedules and select the fee schedule you wish to set up the Adjuster Payout for.

4. Then follow the steps in Section III in the following link:

Creating a Common Fee Schedule (Settings Page- Admin Only) : FileTrac Support (freshdesk.com) 

B. To set up the Adjuster Payout for a Custom Fee Schedule for a Company:

1. Click on Companies 

2. Type the Company Name in the Filter by Name field and click Enter on your keyboard

3. Click on the Company Name

4. Click on Fee Schedule and select the fee schedule you wish to set up the adjuster Payout for.

5. Then follow the steps in Section III in the following link: 

Creating a Custom Fee Schedule for a Company : FileTrac Support (freshdesk.com)   

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