Claim Notification Form — shared by the community

Who this template is for

Claim Notification Form is built for advisers, brokers and finance teams who need to collect structured financial detail with a clear audit trail.

• Advisers, brokers and finance teams working in finance, insurance & tax.
• Teams who need to collect structured financial detail with a clear audit trail without writing code or paying for a custom build.
• Anyone replacing incomplete applications that fail compliance review with one structured record per enquiry.
• Respondents are clients and applicants — the form asks them 14 questions across 2 screens.
• Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of incomplete applications that fail compliance review and turns each submission into a record your team can act on immediately.

• 7 questions are required, so submissions arrive complete instead of needing a follow-up email.
• It captures a phone number for urgent follow-up.
• It accepts a document or photo upload as evidence.
• It pins the request to a specific date.
• It captures a full postal address.
• It captures a numeric value you can filter and sort on.
• Conditional logic hides 4 questions until they are relevant — shorter forms convert better than long ones.
• Splitting the form across 2 pages keeps each screen short and shows respondents how much is left.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

1. 1Press “Use this template” — a fresh copy of Claim Notification Form lands in your workspace, ready to edit.
2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
4. 4Check the upload limits on the file question so respondents can attach what you actually need.
5. 5Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
6. 6Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 4 conditional rules ship with it.

• Features advanced show logic: if “Was anyone injured?” is Yes, the form dynamically exposes “Injury details”. Otherwise that question never appears.
• Features conditional validation: if “Was anyone injured?” is Yes, “Injury details” becomes mandatory before the form can be sent.
• Features advanced show logic: if “Were police or emergency services involved?” is Yes, the form dynamically exposes “Crime or incident reference”. Otherwise that question never appears.
• Features conditional validation: if “Type of loss” is Other, “What happened?” becomes mandatory before the form can be sent.
• All 4 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.