A Deep Dive Into Insurance Claim Forms: Types & Tools.

A Deep Dive Into Insurance Claim Forms: Types & Tools.

A Deep Dive Into Insurance Claim Forms: Types & Tools.

WorkHack-AI-Form-Marketer-Profile-User-Image

Arpit Chhikara

|

Growth Marketer

|

WorkHack-AI-Form-Marketer-Profile-User-Image

Arpit Chhikara

Growth Marketer

An insurance claim is not the same across different types of insurance. Plus, which tool do you pick to build one? We’ll guide you through both questions.

An insurance claim is not the same across different types of insurance. Plus, which tool do you pick to build one? We’ll guide you through both questions.

An insurance claim is not the same across different types of insurance. Plus, which tool do you pick to build one? We’ll guide you through both questions.

Insurance came up in the 1750s when Benjamin Franklin started collecting money to insure buildings against fires. Insurance is purchased because life is uncertain - in the house, on the road, with growing age, and whatnot.

But what do you do when someone has to fill out an insurance claim form? Things get real fast.

To unpack the nitty-gritty of an insurance claim form, we’ve broken this dive into three parts: sections in a claim form, types of claims, and tools to build insurance claim forms fast.

WorkHack-AI-Online-Insurance-Claim-Form-Image-1

What is an insurance claim form?

WorkHack-AI-Online-Insurance-Claim-Form-Image-2

An insurance claim form is a customer’s official request for compensation under their insurance policy. It’s the first step to recover the payments to cover hospital bills, vehicle repairs, or property damage. Just like each type of insurance a customer takes has a particular goal, there is an insurance claim form for the respective insurance type. The main types are:

  • Health insurance claim form.

Health insurance includes expenses for healthcare, whether as a cashless policy or one with reimbursement. Health insurance could be taken individually or cover a customer's whole family. A claim form must be created depending on the coverage the insurance provider offers and under what kinds of illness and hospitalization criteria.

  • Life insurance claim form.

In this form, claims are filed by the family after the insured person's death. Several types within this would be endowment plans, whole life insurance, and more. A specific kind of life insurance is term insurance, which offers high coverage for relatively low premiums without any savings or profit component, which other life insurance plans offer.

  • Dental insurance claim form.

Dental insurance covers all kinds of dental services, including cleaning, fillings, root canals, and other dental examinations and surgeries. However, these services are not usually offered under health insurance, so customers have to take them separately based on what they want in a dental insurance policy.

  • Combined insurance claim form.

Combined insurance (besides being an insurance company) is a bundle of insurance policies - health, life, accidental coverage, and likewise. The specifics vary from company to company, but the essence is to pay once and to only one insurance provider.

  • Auto insurance claim form.

It could be a vehicle of any kind - commercial, personal four-wheeler, or two-wheeler. An auto insurance claim form is used when there’s auto theft or accident. In some cases, the vehicle and driver’s insurance might go hand-in-hand.

  • Property insurance claim form.

Like auto insurance, property insurance could either be for a home or a commercial property, including land. The major coverage that a property insurance claim form will ask for includes fire mishaps, natural calamities, accidental damage, and theft.

What are the sections in an insurance claim form?

Every insurance claim form has the following sections, though the context of the information to be gathered changes as per the form type.

Policyholder Information

This section includes a customer’s identity and policy details—name, address, phone number, and policy number. In the case of a combined life insurance form, it will also include the details of other members covered under insurance and under which particular type in the whole bundle.

Claim Information

Here, the customer describes the situation that led to seeking a claim. This includes the date, time, and location of the road accident or getting admitted to the hospital.

Coverage Information

In this section, the customer has to specify the coverage they’re claiming, such as whether they’re seeking reimbursement for medical bills or asking for compensation against roof damage in a fully insured house.

Claim Documentation

When customers fill out an insurance claim form, they have to provide evidence for the relevant form. In the case of a stolen car, it would be a missing report. For the loss of a family member, it would be a death certificate, and so on.

Beneficiary Information

Whenever this is applicable, like in a life insurance claim form, the customer has to enter details on behalf of the deceased person whose insurance sun shall pass to the customer, the beneficiary in this case.

WorkHack's top 3 tool picks for Insurance Claim forms in 2024.

The process of making an insurance claim form involves building a form that can embedded on your website, shared via a link, or integrated with a mobile app. The following are three tools to use to make an insurance claim form:

  1. Feathery.io

This platform doesn’t have as many templates as you might find on Typeform or Jotform, but the best thing is that their form builder is intuitive. You can test the form while you’re making it despite the complex logic you may have in between the questions and sections. Plus, connecting to an insurance app takes one line of code for a Feathery form to show up.

WorkHack-AI-Online-Insurance-Claim-Form-Image-3
  1. WorkHack

It is one of the fastest form builders out there if you want to optimize for higher conversion rates. The A/B testing feature by WorkHack helps determine which form collects the maximum data. With WhatsApp continuity, the users who drop off from the form can later be chatted with on WhatsApp to collect the remaining data.

WorkHack-AI-Online-Insurance-Claim-Form-Image-4
  1. Forms.app

It is free, simple, design-friendly, and far better than Google Forms. Forms by the Forms app can help you analyze data of people who have filled out the forms via heat maps and integrate with a Hubspot CRM. The best part is you can build them on mobile via their app.

WorkHack-AI-Online-Insurance-Claim-Form-Image-5

Making Claim Forms for higher completions.

Filling out an insurance claim form doesn’t have to be a daunting task. The only way this can be possible is if you, as a form-maker, choose the right tool and set up the relevant sections and questions. Three decades ago, an insurance claim form would be a mini booklet of sorts and would take days to get filled.

In 2024, AI-powered forms for insurance claims will allow you to better service your customers. Now, make an insurance claim form that customers want to fill out. Get started with the WorkHack Form Builder for free to make forms that lead to higher conversion rates.

Insurance came up in the 1750s when Benjamin Franklin started collecting money to insure buildings against fires. Insurance is purchased because life is uncertain - in the house, on the road, with growing age, and whatnot.

But what do you do when someone has to fill out an insurance claim form? Things get real fast.

To unpack the nitty-gritty of an insurance claim form, we’ve broken this dive into three parts: sections in a claim form, types of claims, and tools to build insurance claim forms fast.

WorkHack-AI-Online-Insurance-Claim-Form-Image-1

What is an insurance claim form?

WorkHack-AI-Online-Insurance-Claim-Form-Image-2

An insurance claim form is a customer’s official request for compensation under their insurance policy. It’s the first step to recover the payments to cover hospital bills, vehicle repairs, or property damage. Just like each type of insurance a customer takes has a particular goal, there is an insurance claim form for the respective insurance type. The main types are:

  • Health insurance claim form.

Health insurance includes expenses for healthcare, whether as a cashless policy or one with reimbursement. Health insurance could be taken individually or cover a customer's whole family. A claim form must be created depending on the coverage the insurance provider offers and under what kinds of illness and hospitalization criteria.

  • Life insurance claim form.

In this form, claims are filed by the family after the insured person's death. Several types within this would be endowment plans, whole life insurance, and more. A specific kind of life insurance is term insurance, which offers high coverage for relatively low premiums without any savings or profit component, which other life insurance plans offer.

  • Dental insurance claim form.

Dental insurance covers all kinds of dental services, including cleaning, fillings, root canals, and other dental examinations and surgeries. However, these services are not usually offered under health insurance, so customers have to take them separately based on what they want in a dental insurance policy.

  • Combined insurance claim form.

Combined insurance (besides being an insurance company) is a bundle of insurance policies - health, life, accidental coverage, and likewise. The specifics vary from company to company, but the essence is to pay once and to only one insurance provider.

  • Auto insurance claim form.

It could be a vehicle of any kind - commercial, personal four-wheeler, or two-wheeler. An auto insurance claim form is used when there’s auto theft or accident. In some cases, the vehicle and driver’s insurance might go hand-in-hand.

  • Property insurance claim form.

Like auto insurance, property insurance could either be for a home or a commercial property, including land. The major coverage that a property insurance claim form will ask for includes fire mishaps, natural calamities, accidental damage, and theft.

What are the sections in an insurance claim form?

Every insurance claim form has the following sections, though the context of the information to be gathered changes as per the form type.

Policyholder Information

This section includes a customer’s identity and policy details—name, address, phone number, and policy number. In the case of a combined life insurance form, it will also include the details of other members covered under insurance and under which particular type in the whole bundle.

Claim Information

Here, the customer describes the situation that led to seeking a claim. This includes the date, time, and location of the road accident or getting admitted to the hospital.

Coverage Information

In this section, the customer has to specify the coverage they’re claiming, such as whether they’re seeking reimbursement for medical bills or asking for compensation against roof damage in a fully insured house.

Claim Documentation

When customers fill out an insurance claim form, they have to provide evidence for the relevant form. In the case of a stolen car, it would be a missing report. For the loss of a family member, it would be a death certificate, and so on.

Beneficiary Information

Whenever this is applicable, like in a life insurance claim form, the customer has to enter details on behalf of the deceased person whose insurance sun shall pass to the customer, the beneficiary in this case.

WorkHack's top 3 tool picks for Insurance Claim forms in 2024.

The process of making an insurance claim form involves building a form that can embedded on your website, shared via a link, or integrated with a mobile app. The following are three tools to use to make an insurance claim form:

  1. Feathery.io

This platform doesn’t have as many templates as you might find on Typeform or Jotform, but the best thing is that their form builder is intuitive. You can test the form while you’re making it despite the complex logic you may have in between the questions and sections. Plus, connecting to an insurance app takes one line of code for a Feathery form to show up.

WorkHack-AI-Online-Insurance-Claim-Form-Image-3
  1. WorkHack

It is one of the fastest form builders out there if you want to optimize for higher conversion rates. The A/B testing feature by WorkHack helps determine which form collects the maximum data. With WhatsApp continuity, the users who drop off from the form can later be chatted with on WhatsApp to collect the remaining data.

WorkHack-AI-Online-Insurance-Claim-Form-Image-4
  1. Forms.app

It is free, simple, design-friendly, and far better than Google Forms. Forms by the Forms app can help you analyze data of people who have filled out the forms via heat maps and integrate with a Hubspot CRM. The best part is you can build them on mobile via their app.

WorkHack-AI-Online-Insurance-Claim-Form-Image-5

Making Claim Forms for higher completions.

Filling out an insurance claim form doesn’t have to be a daunting task. The only way this can be possible is if you, as a form-maker, choose the right tool and set up the relevant sections and questions. Three decades ago, an insurance claim form would be a mini booklet of sorts and would take days to get filled.

In 2024, AI-powered forms for insurance claims will allow you to better service your customers. Now, make an insurance claim form that customers want to fill out. Get started with the WorkHack Form Builder for free to make forms that lead to higher conversion rates.

Insurance came up in the 1750s when Benjamin Franklin started collecting money to insure buildings against fires. Insurance is purchased because life is uncertain - in the house, on the road, with growing age, and whatnot.

But what do you do when someone has to fill out an insurance claim form? Things get real fast.

To unpack the nitty-gritty of an insurance claim form, we’ve broken this dive into three parts: sections in a claim form, types of claims, and tools to build insurance claim forms fast.

WorkHack-AI-Online-Insurance-Claim-Form-Image-1

What is an insurance claim form?

WorkHack-AI-Online-Insurance-Claim-Form-Image-2

An insurance claim form is a customer’s official request for compensation under their insurance policy. It’s the first step to recover the payments to cover hospital bills, vehicle repairs, or property damage. Just like each type of insurance a customer takes has a particular goal, there is an insurance claim form for the respective insurance type. The main types are:

  • Health insurance claim form.

Health insurance includes expenses for healthcare, whether as a cashless policy or one with reimbursement. Health insurance could be taken individually or cover a customer's whole family. A claim form must be created depending on the coverage the insurance provider offers and under what kinds of illness and hospitalization criteria.

  • Life insurance claim form.

In this form, claims are filed by the family after the insured person's death. Several types within this would be endowment plans, whole life insurance, and more. A specific kind of life insurance is term insurance, which offers high coverage for relatively low premiums without any savings or profit component, which other life insurance plans offer.

  • Dental insurance claim form.

Dental insurance covers all kinds of dental services, including cleaning, fillings, root canals, and other dental examinations and surgeries. However, these services are not usually offered under health insurance, so customers have to take them separately based on what they want in a dental insurance policy.

  • Combined insurance claim form.

Combined insurance (besides being an insurance company) is a bundle of insurance policies - health, life, accidental coverage, and likewise. The specifics vary from company to company, but the essence is to pay once and to only one insurance provider.

  • Auto insurance claim form.

It could be a vehicle of any kind - commercial, personal four-wheeler, or two-wheeler. An auto insurance claim form is used when there’s auto theft or accident. In some cases, the vehicle and driver’s insurance might go hand-in-hand.

  • Property insurance claim form.

Like auto insurance, property insurance could either be for a home or a commercial property, including land. The major coverage that a property insurance claim form will ask for includes fire mishaps, natural calamities, accidental damage, and theft.

What are the sections in an insurance claim form?

Every insurance claim form has the following sections, though the context of the information to be gathered changes as per the form type.

Policyholder Information

This section includes a customer’s identity and policy details—name, address, phone number, and policy number. In the case of a combined life insurance form, it will also include the details of other members covered under insurance and under which particular type in the whole bundle.

Claim Information

Here, the customer describes the situation that led to seeking a claim. This includes the date, time, and location of the road accident or getting admitted to the hospital.

Coverage Information

In this section, the customer has to specify the coverage they’re claiming, such as whether they’re seeking reimbursement for medical bills or asking for compensation against roof damage in a fully insured house.

Claim Documentation

When customers fill out an insurance claim form, they have to provide evidence for the relevant form. In the case of a stolen car, it would be a missing report. For the loss of a family member, it would be a death certificate, and so on.

Beneficiary Information

Whenever this is applicable, like in a life insurance claim form, the customer has to enter details on behalf of the deceased person whose insurance sun shall pass to the customer, the beneficiary in this case.

WorkHack's top 3 tool picks for Insurance Claim forms in 2024.

The process of making an insurance claim form involves building a form that can embedded on your website, shared via a link, or integrated with a mobile app. The following are three tools to use to make an insurance claim form:

  1. Feathery.io

This platform doesn’t have as many templates as you might find on Typeform or Jotform, but the best thing is that their form builder is intuitive. You can test the form while you’re making it despite the complex logic you may have in between the questions and sections. Plus, connecting to an insurance app takes one line of code for a Feathery form to show up.

WorkHack-AI-Online-Insurance-Claim-Form-Image-3
  1. WorkHack

It is one of the fastest form builders out there if you want to optimize for higher conversion rates. The A/B testing feature by WorkHack helps determine which form collects the maximum data. With WhatsApp continuity, the users who drop off from the form can later be chatted with on WhatsApp to collect the remaining data.

WorkHack-AI-Online-Insurance-Claim-Form-Image-4
  1. Forms.app

It is free, simple, design-friendly, and far better than Google Forms. Forms by the Forms app can help you analyze data of people who have filled out the forms via heat maps and integrate with a Hubspot CRM. The best part is you can build them on mobile via their app.

WorkHack-AI-Online-Insurance-Claim-Form-Image-5

Making Claim Forms for higher completions.

Filling out an insurance claim form doesn’t have to be a daunting task. The only way this can be possible is if you, as a form-maker, choose the right tool and set up the relevant sections and questions. Three decades ago, an insurance claim form would be a mini booklet of sorts and would take days to get filled.

In 2024, AI-powered forms for insurance claims will allow you to better service your customers. Now, make an insurance claim form that customers want to fill out. Get started with the WorkHack Form Builder for free to make forms that lead to higher conversion rates.

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