Travel Insurance Claim Form - Trip Cancellation

Travel Insurance Claim Form for Trip Cancellations

Filing a travel insurance claim for a cancelled trip shouldn't add stress to an already frustrating situation. This travel insurance claim form template streamlines the entire process, helping travelers submit complete, accurate claims while giving insurance providers all the documentation they need to process refunds quickly.

Built for insurance agencies and SMB travel providers

Whether you're an insurance agency handling travel claims, a travel agency offering protection plans, or a tour operator managing cancellation requests, this template captures everything required for trip cancellation claims in one organised submission. It guides claimants through uploading booking confirmations, explaining cancellation reasons, itemizing expenses, and attaching supporting documentation—reducing back-and-forth emails and speeding up approval times.

The form uses conditional logic to adapt questions based on cancellation type, ensuring you only collect relevant information while maintaining a smooth user experience for stressed travelers.

Automate claims processing with Stepper

Connect this form to Stepper to transform each submission into an automated workflow. Route claims to the right adjuster based on claim amount or reason, update your claims management system, notify finance teams for payment processing, and send status updates to customers automatically. You can even trigger document verification steps or flag high-priority claims for immediate review—all without manual data entry.

Accept documentation and payments seamlessly

With built-in file upload fields, claimants can attach booking confirmations, medical certificates, cancellation notices, and receipts directly in the form. If you need to collect deductibles or processing fees, Paperform's payment integrations with Stripe, PayPal, and Square let you handle transactions right in the same form.

Every submission is stored securely and can sync to your CRM, Google Sheets, or claims management software, creating a complete audit trail from first contact to final payout. For insurance providers managing multiple products or brands, Paperform's Agency+ plan offers client management features and white-labeling to maintain professional branding across all touchpoints.

This template is designed for insurance agents, travel agencies, tour operators, travel insurance providers, and customer service teams who need a professional, compliant way to collect trip cancellation claims that actually convert into fast, accurate reimbursements.