Errors and Omissions Insurance Claim Form

Submit Your E&O Insurance Claim with Confidence

Filing an errors and omissions (E&O) insurance claim for professional services requires careful documentation and clear communication. Our Errors and Omissions Insurance Claim Form streamlines the entire submission process, helping professional service providers, consultants, agencies, and firms submit comprehensive claims efficiently.

This template is designed for consultants, agencies, law firms, accounting practices, IT service providers, and other professional service businesses who need to report alleged errors, omissions, or negligence claims to their E&O insurance carrier. The form captures all essential information including contract terms, detailed error descriptions, financial impact assessments, and correspondence logs—everything insurers need to process your claim quickly.

Why Paperform for Insurance Claims?

Built for professional services firms and SMBs, Paperform transforms complex claim submissions into a streamlined digital process. The doc-style editor lets you customize every section to match your firm's branding while maintaining the professional tone insurance carriers expect.

Key features for E&O claims:

• Conditional logic shows or hides sections based on claim type, ensuring claimants only see relevant questions
• File upload fields let you attach contracts, correspondence, invoices, and supporting documentation
• Calculations can help estimate total financial impact based on multiple line items
• Secure, SOC 2 Type II compliant storage keeps sensitive claim data protected
• Email notifications alert your insurance team and claims adjusters immediately when forms are submitted

Automate Your Claims Workflow with Stepper

Once a claim is submitted through Paperform, you can use Stepper to automate your entire claims management workflow. Route submissions to the right insurance carrier, notify internal stakeholders, create case files in your project management system, and keep everyone updated as the claim progresses—all without manual data entry.

Whether you're a solo consultant or managing claims for an agency with multiple clients, this template provides the structure and professionalism needed to document E&O claims thoroughly and get the resolution you deserve.