Insurance Claim Document Request Form

Filing an insurance claim can be stressful enough without the added hassle of tracking down documents through endless email chains and phone calls. This Insurance Claim Document Request Form helps insurance providers, brokers, and claims adjusters collect all necessary documentation from policyholders in a single, secure submission.

Whether you're processing auto, home, health, or business insurance claims, this template simplifies document collection with clear sections for policy information, claim details, and a comprehensive checklist of required documents. Built-in file upload fields ensure sensitive supporting evidence reaches your team securely, while conditional logic adapts the form based on claim type.

Perfect for insurance agencies, claims departments, and brokers who need to standardise their document request process and reduce back-and-forth communication. The form guides policyholders through exactly what's needed, reducing incomplete submissions and speeding up claim resolution times.

With Paperform's secure file uploads and SOC 2 Type II compliance, you can confidently collect sensitive documents like medical records, police reports, repair estimates, and photographic evidence. Submissions flow directly into your workflow—integrate with your claims management system, notify adjusters via Slack or email, or use Stepper (stepper.io) to automatically route different claim types to the appropriate department and trigger follow-up tasks.

Need policyholders to sign off on document authenticity or authorisation forms? Add Papersign (papersign.com) to send documents for eSignature immediately after form submission, keeping everything connected and audit-ready. This template transforms a typically fragmented process into a smooth, professional experience that builds trust with your policyholders while giving your team everything they need to process claims faster.