Claims operations, not generic uploads

Stop chasing claim documents. Send one claims-ready request and see what is missing, stalled, or ready for review.

Claims RequestVault is built for adjusters, claims teams, and insurance operations that need claimant files, photos, statements, and signatures collected in one cleaner workflow without forcing claimant portal setup.

The job is not “file upload.” The job is moving claims forward with less follow-up, less confusion, and better visibility into what is still missing.

No claimant account required Claim-type guided intake Automatic reminder follow-up Missing-item visibility Ready-for-review workflow Self-destruct retention options

Waiting on claimant

See exactly what is still missing.

Track required items such as photos, reports, statements, and signatures instead of guessing whether a claim packet is complete.

Stalled claims

Spot the claims that need intervention.

Claims RequestVault is built to surface stalled requests, overdue evidence, and escalation moments before they disappear into inbox noise.

Ready for review

Move complete claims forward faster.

When the required checklist is satisfied, your team can treat the request as review-ready instead of rechecking uploads by hand.

What claims teams get

Handle the full claim-document process in one place.

Create the request, remind claimants automatically when items are missing, review every upload and follow-up, and move complete files into review without piecing the claim together by hand.

Claim-type guided setup

Start from the claim, not from field building.

Choose auto, property, water, theft, injury, or commercial workflows and launch a consistent claimant request without assembling a generic form.

Automatic reminders

RequestVault does the follow-up work so adjusters do not have to.

Automatic reminders go out when required items are still missing, reducing manual chase work and helping claimants finish the request without repeated adjuster outreach.

Missing-item tracking

Know what is still missing at a glance.

Required checklists make it obvious whether the claim still needs photos, reports, statements, receipts, or a signature.

Ready-for-review state

Move completed claim packets forward faster.

When every required item is in, your team gets a clear ready-for-review signal instead of rechecking each upload by hand.

Audit trail and export

Keep the handling trail visible and package the claim cleanly.

See claim events, uploads, reminders, and completion activity in one history, then export a cleaner packet for handoff and review.

Security and retention

Use expiration and purge controls for sensitive evidence.

Claims teams can use expiring links, private storage, and self-destruct retention options when evidence should not sit around indefinitely.

Claim workflows

Start from the type of claim, not a generic upload template.

Each workflow gives adjusters a claims-specific starting point and gives claimants a clearer picture of what to submit.

Claims workflow

Auto accident

7 required items and 1 optional follow-up item so the adjuster can launch a consistent request quickly.

3, 7, 14 day reminders

Driver's license Vehicle registration Insurance card Accident photos +3 more required

Claims workflow

Property damage

3 required items and 3 optional follow-up items so the adjuster can launch a consistent request quickly.

3, 7, 14 day reminders

Damage photos Incident statement Contractor estimate

Claims workflow

Water damage

4 required items and 2 optional follow-up items so the adjuster can launch a consistent request quickly.

3, 7, 14 day reminders

Water damage photos Mitigation invoice Plumber report Incident statement

Claims workflow

Theft

4 required items and 1 optional follow-up item so the adjuster can launch a consistent request quickly.

3, 7, 14 day reminders

Incident statement Was a police report filed? Police report Proof of ownership

Claims workflow

Injury

3 required items and 3 optional follow-up items so the adjuster can launch a consistent request quickly.

3, 7, 14 day reminders

Incident statement Medical records Medical bills

Claims workflow

Commercial claim

4 required items and 2 optional follow-up items so the adjuster can launch a consistent request quickly.

3, 7, 14 day reminders

Incident summary Damage photos Inventory list Repair estimate

Claims guides

See common claims document workflows by claim type.

Browse examples for property, auto, water, theft, injury, and other claims so your team can start with a clearer request and a shorter follow-up cycle.

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.

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.

Claims queue preview

See every claim's status without digging through inboxes.

From one queue, your team can see what was requested, what is still missing, which claimants were reminded, and which files are ready for review.

CLM-20481

Property damage · Waiting on claimant

Missing damage photos

CLM-20497

Auto accident · Stalled

Automatic reminder sent

CLM-20512

Water damage · Ready for review

100% complete

Why claims teams use it

Give claimants one clear path and give adjusters cleaner evidence packets.

Instead of mixing attachments across texts, inboxes, and shared links, RequestVault gives claimants one clear place to respond and gives adjusters a complete history of files, reminders, and completion status.

Sensitive data handling

Use self-destruct retention when claim evidence should not linger.

Claims teams can choose expiration and purge behavior in claims language, so evidence packets can be removed after review, completion, or expiration when that fits the workflow.

Common questions

Can claimants upload both photos and PDFs?

Yes. The claims experience is designed for incident photos plus supporting PDFs such as estimates, reports, and claim paperwork.

Do claimants need to create a portal account first?

No. The sender signs in, but the claimant can complete the secure request without creating another account.

Can we collect a claimant signature too?

Yes. The claims flow can include a signature step before the request is marked complete.

When should we use self-destructing requests?

Use them when uploaded evidence or claim support files should be purged automatically after review, expiration, or completion instead of lingering in a generic inbox workflow.