Keep claim evidence together
Request photos, claim numbers, dates, and supporting files in a single structured intake.
RequestVault for Insurance Workflows
Collect incident photos and claim files in one secure insurance upload flow.
RequestVault helps insurance teams, adjusters, and service providers gather incident photos, claim context, PDFs, and signatures without asking claimants to manage another account.
Supports photos plus claim PDFs
Built for mobile uploads in the field
Completion tracking for claims follow-up
Audience fit
Claims teams, Adjusters, Restoration and service partners
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
Make it easy for claimants
They can open the request from email or mobile and send what you need without setting up credentials.
Capture signed completion
Use the built-in signature step when you need the claimant to confirm the submission is complete.
How this segment flow works
1
Send a claim-ready upload request
Choose the insurance template and send one secure link to the claimant or policyholder.
2
Collect photos, files, and context
The claimant provides incident details, uploads images, and attaches claim paperwork in one flow.
3
Review a cleaner submission
Your team sees a complete activity trail with the files and signed completion in one place.
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.
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.
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
Can this request handle both photos and PDFs?
Yes. The insurance template supports incident photos along with optional PDFs like reports, estimates, or claim paperwork.
Does the claimant need a login?
No. RequestVault keeps sender authentication on your side while letting the recipient complete the upload flow without creating an account.
Can I collect a signature with the upload?
Yes. The insurance workflow includes a claimant signature field before the request is marked complete.
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.