The House insurance claim template helps you collect documents and information in a structured, secure workflow. Template for policyholders to submit house insurance claims, collecting incident details, damage evidence, and supporting documents.
Who is this template for?
This template is designed for professionals in Insurance, Claim, Property. It replaces messy email chains with a secure, branded client portal that collects everything you need in one place.
How it works
This template includes 6 steps that your clients complete through a secure portal:
- Welcome (Information screen)
- Claim Details (Form) – Fields: Policy Number, Date of Incident, Type of Loss
- Incident Description (Form) – Fields: Description of Incident
- Supporting Documents (Document upload) – Fields: Damage photos, Repair estimates, Police report
- Proof of Ownership (Document upload) – Fields: Property deed, Purchase invoice
- Thank You! (Information screen)
Documents collected
| Document | Description |
|---|---|
| Damage photos | Photos of the damage to your property. |
| Repair estimates | Estimates or invoices from repair contractors. |
| Police report | Police report, if applicable. |
| Property deed | Copy of the property deed or title. |
| Purchase invoice | Original purchase invoice or settlement statement. |
Features included
- Automated reminders so your clients never forget a document
- Branded client portal with your logo and colors
- DocuSign integration for collecting signatures alongside documents
- Validation dashboard to approve or reject submitted documents
Frequently asked questions
What is the House insurance claim template?
It is a ready-to-use document collection template with 6 steps. It lets you collect documents and information from your clients through a secure portal.
Is the House insurance claim template free?
You can try this template free for 7 days with Superdocu. No credit card required.
Can I customize this template?
Yes. You can add, edit, or remove steps and fields to adapt the template to your workflow.
Try this template for free
Sign up, select the “House insurance claim” template, and start collecting documents today. Check our pricing for details.