Claims RequestVault for Public Adjusters

Collect photos from policyholder without email, attachment chasing, or a claimant portal.

When a public adjuster needs to get documents from claimant without email, Claims RequestVault sends one secure link for photos, statements, reports, and supporting files. The policyholder does not need an account, and the adjuster can see what is still missing.

No policyholder account required Secure claimant link instead of email attachments Photo and document collection in one flow
Audience fit

Public adjusters, Independent adjusters, Claims document collection teams

Template structure

8 fields with 5 marked required.

Upload flow

9 files max and 7-day default expiration.

Free embedded tool No account needed

Free Claim Photo Checklist Generator

Pick a claim type, get a clean printable checklist, then turn it into a live RequestVault upload link when you are ready.

No signup required. Shareable with policyholders or internal staff.

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

Stop asking for “just email me the photos”

One secure claimant link replaces scattered attachments, text threads, and incomplete follow-up loops.

Keep the no-account-needed angle front and center

The policyholder can open the request and upload from a phone or desktop without creating a portal login.

Turn claim document collection into a clearer workflow

The adjuster sees what was uploaded, what is still missing, and whether the file is ready for the next review step.

How this segment flow works

1

Start with the free checklist

Use the embedded Claim Photo Checklist Generator to decide exactly what photos and supporting documents to request for the loss type.

2

Send one secure upload request

The policyholder gets one claimant-friendly link for photos, reports, receipts, and related claim documents without portal setup.

3

Review the packet without inbox cleanup

Your team sees missing items, follow-up history, and a cleaner path from intake to 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

First 10 completed claims requests are free for the current team. After that, each additional claims request is $7 with no subscription required.

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.

Frequently asked questions

Can a policyholder send photos without creating an account?

Yes. Claims RequestVault keeps sender authentication on the adjuster side while letting the policyholder complete the request without creating an account.

Is this better than asking a claimant to email photos and PDFs?

For many claims teams, yes. One secure request keeps the photos, documents, and timeline together instead of splitting them across inbox threads and follow-up messages.

Can this handle claim document collection beyond just photos?

Yes. Claims RequestVault can collect reports, receipts, estimates, invoices, statements, and other supporting documents alongside the policyholder photos.

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.