Reduce the chase work
Request photos, claim numbers, dates, and supporting files in one structured intake instead of repeated follow-up messages.
RequestVault for Insurance Workflows
Stop chasing incident photos and claim files across email and text.
RequestVault gives insurance teams, adjusters, and service providers one claimant-friendly request for photos, claim context, PDFs, and signatures while the team sees what is still missing.
Supports photos plus claim PDFs
Missing-item visibility for follow-up
Claimant-friendly mobile completion
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 or learning a portal.
Keep the file review-ready
Use the signature step and structured request history when you need a cleaner claim packet before review.
How this segment flow works
1
Send one claim-ready 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 guided flow.
3
Review what is missing and what is ready
Your team sees a complete activity trail, the supporting files, and a cleaner picture of whether the packet can move forward.
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 for Public Adjusters
Collect photos from policyholder without email, attachment chasing, or a claimant portal.
Claims RequestVault helps public adjusters and claims teams collect photos and claim documents from a policyholder without email, attachments, or portal signup.
Claims RequestVault
Collect wind damage claim photos and repair documents without chasing the homeowner across calls, texts, and email.
Collect wind damage photos, temporary repair invoices, and contractor estimates in one guided claimant request built for adjusters.
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.
How is Claims RequestVault priced at launch?
Your first 10 completed claims requests are free for the team. After that, each additional claims request is a $7 one-off checkout. No subscription is required for launch.
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.