Create Claim Form

Adapt your claim form to match your exact needs — from detailed insurance reports to simple refund requests. Add dropdowns, checkboxes, conditional logic, and file uploads. With Jotform’s drag-and-drop builder, you can brand your form and make it user-friendly while ensuring you collect all necessary details upfront.

Every submitted claim is automatically stored in Jotform Tables, where your team can sort, filter, and search for cases instantly. Create custom views for different claim types or statuses, and track resolution progress at a glance. Connect with Jotform Workflows to automatically route claims to the right department, trigger review and approval steps, and send status updates to claimants — ensuring faster processing and better accountability.

Enable claimants to upload receipts, photos, or other supporting documents directly with their form submission. Having all necessary information in one place speeds up reviews, reduces errors, and improves your ability to resolve claims fairly and quickly.

Set up automated workflows that send each claim to the appropriate department or individual for review. Email notifications alert staff of new submissions immediately, while claimants receive confirmation messages so they know their request is being processed.

Jotform claim forms work seamlessly on any device and are protected with SSL encryption. Role-based access controls and optional HIPAA-friendly features (for sensitive information) ensure data is safe while remaining easily accessible to authorized team members anytime, anywhere.