Target the exact missing item
Return a claim to the claimant for specific missing or inadequate evidence instead of sending vague follow-up notes.
Claims RequestVault
Give adjusters a better document follow-up workflow than email chains and repeated calls.
Claims RequestVault helps adjusters follow up on missing claim documents with automatic reminders, targeted item requests, resubmission support, and a cleaner activity trail.
Targeted follow-up by checklist item
SMS and email reminder support
Resubmission history for claim review
Audience fit
Desk adjusters, Field adjusters, Claims support staff
Template structure
8 fields with 5 marked required.
Upload flow
9 files max and 7-day default expiration.
Template preview
Insurance
Insurance Photo Upload
Collect claimant contact details, incident evidence, claim context, and a signed confirmation for insurance follow-up.
What the recipient sees
Please confirm your contact details, upload the incident photos, attach any claim paperwork, and sign when finished.
Request package
- 2 upload fields
- 15 MB max per file
- Signature included
Sample request form
Insurance Photo Upload
Use this secure request to send the incident details and files your insurance contact needs to review.
Claimant full name
Short answer
Required
Best phone number
Phone
Required
Email address
Email
Claim or policy number
Short answer
Incident date
Date
Required
Keep reminder work off the adjuster
SMS and email reminders can continue automatically while the claim remains incomplete.
Preserve the follow-up trail
Resubmissions, communication history, and checklist status stay attached to the same claim request.
How this segment flow works
1
Send the initial request
Launch the claim with the right checklist and claimant instructions from the start.
2
Return the claim for targeted follow-up
If something is missing, ask for just those items and let the claimant send an updated pass.
3
Review the updated evidence packet
The adjuster sees the latest submission plus the follow-up history without piecing together old attachments.
Keep the process simple from the first request to final review.
Start with a workflow that fits the job, then send, track, and review everything in the same RequestVault flow without adding another portal or process for your team.
Secure sender access
Only authorized team members can create and manage requests with secure email code or Google sign-in.
Guided request setup
Start from a matching workflow, then adjust the details before you send the request.
Straightforward request pricing
You use the same RequestVault pricing model while starting from the workflow that best fits the request.
Status and reminder tracking
See reminders, expiration timing, and request status after launch so follow-up is easier to manage.
Related RequestVault guides
Explore adjacent RequestVault workflows if you want to compare how teams handle intake, follow-up, or review in nearby use cases.
RequestVault for Insurance Workflows
Collect incident photos and claim files in one secure insurance upload flow.
Use RequestVault to collect incident photos, claim files, policy details, and claimant signatures in one secure upload flow.
Claims RequestVault
Collect claim documents in one guided request instead of chasing them across email and text.
Collect claimant photos, reports, estimates, receipts, and signatures in one claims-focused document request built to reduce follow-up.
Claims RequestVault
Move claims from intake to ready for review with a guided claimant workflow.
Turn claimant intake into a guided insurance workflow with claim-type checklists, automatic reminders, and ready-for-review visibility.
Frequently asked questions
Can an adjuster request only one missing document back from the claimant?
Yes. Claims RequestVault supports targeted follow-up at the checklist-item level, not only broad return-to-claimant messaging.
Does the claimant need a new link for follow-up?
No. The same claim request can be reopened so the claimant can complete the requested follow-up items.
Can follow-up reminders be sent by SMS?
Yes. When a claimant phone number is present and messaging is allowed, RequestVault can support SMS reminders alongside email.
Start with the insurance photo upload template.
You can keep the segment-specific starting structure, then adjust the recipient, wording, or template choice once you are in RequestVault.