Reduce repeated follow-up
Ask for the full claim packet in one guided flow instead of explaining the missing documents over and over.
Claims RequestVault
Collect claim documents in one guided request instead of chasing them across email and text.
Claims RequestVault helps adjusters send one claimant-friendly link for photos, reports, receipts, estimates, and signatures while the team sees what is still missing.
Checklist-driven claimant intake
Missing-item visibility for adjusters
Review-ready claim packet export
Audience fit
Claims adjusters, Claims operations teams, Carrier and TPA teams
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 required evidence visible
Checklist-driven intake shows which photos, receipts, reports, or signatures are still outstanding.
Move claims to review faster
Readiness status helps the team see when a claimant has provided enough to move the file forward.
How this segment flow works
1
Send one claim document request
Start from a claims workflow so the claimant receives a request shaped around the type of loss.
2
Guide the claimant item by item
The claimant uploads the requested files in a clearer step-by-step experience instead of guessing what to send.
3
Review the packet with missing items surfaced
Your team sees what was uploaded, what is still missing, and whether the claim is ready for review.
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
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.
Claims RequestVault
Give adjusters a better document follow-up workflow than email chains and repeated calls.
Give adjusters a better way to follow up on missing claim documents with reminders, targeted return requests, and cleaner claimant resubmission flow.
Frequently asked questions
What claim documents can we request with this flow?
Claims RequestVault can collect photos, PDFs, Office documents, videos, estimates, receipts, reports, and signatures in one guided request.
Is this built for claims teams instead of generic file sharing?
Yes. The claims experience is centered on missing items, reminders, readiness, and review workflow rather than simple upload storage.
Can the claimant complete the request from a phone?
Yes. The claimant flow is mobile-friendly and does not require the recipient to create a separate account.
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.