Start from the type of loss
Use claim-type workflows for auto, property, water, theft, injury, and commercial requests instead of starting from a blank form.
Claims RequestVault
Move claims from intake to ready for review with a guided claimant workflow.
Claims RequestVault is built for insurance claim intake that needs more than file upload: claim-type guidance, automatic reminder cadence, and a cleaner review packet for the adjuster.
Claim-type workflow templates
Automatic reminder cadence
Claims queue with stalled-claim visibility
Audience fit
FNOL teams, Adjusters, Claims supervisors
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
Automate reminders
The system handles reminder timing so adjusters spend less time manually chasing claimant uploads.
Give operations better queue visibility
The claims queue highlights stalled files, missing items, and ready-for-review submissions in one place.
How this segment flow works
1
Create the claim request
Choose the claim type, claimant, and internal owners without assembling a custom upload flow.
2
Let the claimant complete a guided checklist
The claimant sees what to provide next, including conditional items such as reports or estimates when they apply.
3
Work the queue from missing to ready
Claims teams can see which files are waiting, stalled, escalated, or 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
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
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
Does this replace a claims system?
No. Claims RequestVault is focused on claimant document intake and readiness, giving the team a cleaner intake layer before broader system review.
Can the workflow change by claim type?
Yes. Different claim types can request different required and conditional evidence so the claimant sees a more relevant checklist.
Can teams see which claims are stalled?
Yes. The claims queue is built to surface missing items, stalled requests, escalations, and ready-for-review files.
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.