Insurance Policyholder Data Access Request Form

Streamline Policyholder Data Access Requests with Paperform

Managing data access requests doesn't have to be complicated. This Insurance Policyholder Data Access Request Form gives insurance providers a professional, compliant way to handle policyholder requests for personal information, claim history, and policy data—all while protecting third-party information and verifying identities.

Built specifically for insurance companies, brokers, and insurance IT teams, this template helps you meet regulatory requirements (including GDPR and data protection laws) while maintaining security and efficiency. The form guides policyholders through the verification process, clearly defines what data they're requesting, and captures all necessary information to process their request quickly.

Why Insurance Companies Choose This Template

Whether you're a property and casualty insurer, health insurance provider, or life insurance company, handling data access requests is a legal requirement—but it's also an opportunity to build trust with your policyholders. This form includes:

• Identity verification fields to confirm the requester is authorized to access the data
• Specific data type selections so policyholders can choose exactly what information they need
• Claim history inclusion options with date range specifications
• Third-party data exclusion to protect confidential information about other parties
• Secure file upload for supporting documentation like photo ID or power of attorney

Automate Your Data Access Workflow with Stepper

Once a policyholder submits their data access request, you can use Stepper to automatically route the request to your compliance team, trigger an identity verification review, log the request in your CRM or case management system, and send status updates to the requester—all without manual data entry.

This template is ideal for insurance operations teams, compliance officers, data protection officers, and IT departments managing policyholder data requests. Get compliant, stay organized, and respect your policyholders' data rights with a form that works as hard as your team does.