Insurance · community shared

Pet Insurance Claim — shared by the community

Yusuf E. · 2026-09-12

One-screen pet claim: the animal and policy, what happened, the vet practice and treatment dates, the invoice total and whether it is a repeat condition…

Yusuf E. shared this 17-question build with 3 conditional rules already wired up. Test it below, then take a copy.

A ready-to-use insurance form for small teams who need a reliable intake process: 17 questions, 1 page, 3 conditional rules.

Shared by: Yusuf E. · Recruitment partner
Questions: 17
Replies: 9
Copies taken: 406

See the library version

Works for you? Take Yusuf E.'s copy into your own workspace — questions, rules and settings included.

Who this template is for

Pet Insurance Claim is built for small teams who need a reliable intake process who need to collect the same complete information from everyone.

Small teams who need a reliable intake process working in insurance.
Teams who need to collect the same complete information from everyone without writing code or paying for a custom build.
Anyone replacing chasing missing details over email with one structured record per enquiry.
Respondents are the people you send it to — the form asks them 17 questions across 1 screen.
Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of chasing missing details over email and turns each submission into a record your team can act on immediately.

14 questions are required, so submissions arrive complete instead of needing a follow-up email.
It collects a verified email address so replies and confirmations land.
It accepts a document or photo upload as evidence.
It pins the request to a specific date.
It captures a numeric value you can filter and sort on.
Conditional logic hides 3 questions until they are relevant — shorter forms convert better than long ones.
Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

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

1Press “Use this template” — a fresh copy of Pet Insurance Claim lands in your workspace, ready to edit.
2Rename or delete any question, and change what is required. Nothing here is fixed.
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.
4Check the upload limits on the file question so respondents can attach what you actually need.
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.
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 — 3 conditional rules ship with it.

Features conditional validation: if “Has your pet been treated for this before?” is Yes, “When was it treated before, and by whom?” becomes mandatory before the form can be sent.
Features conditional validation: if “Has the invoice already been paid?” is Yes, I paid it, “Bank details for reimbursement” becomes mandatory before the form can be sent.
Features advanced show logic: if “Has the invoice already been paid?” is Partly, the form dynamically exposes “Bank details for reimbursement”. Otherwise that question never appears.
All 3 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

What this form asks

Claim for treatment

Policy numberrequired
Policyholder namerequired
Email addressrequired
Pet namerequired
Speciesrequired
Breedrequired
Microchip number
What was the problem?required
When did you first notice signs?required
First date of treatmentrequired
Veterinary practice and treating vetrequired
Invoice totalrequired
Has the invoice already been paid?required
Bank details for reimbursement
Has your pet been treated for this before?required
When was it treated before, and by whom?
Upload the itemised invoice and clinical notesrequired

Conditional logic in this build

When “Has your pet been treated for this before?” is Yes, require “When was it treated before, and by whom?”.
When “Has the invoice already been paid?” is Yes, I paid it, require “Bank details for reimbursement”.
When “Has the invoice already been paid?” is Partly, show “Bank details for reimbursement”.

Questions about this shared form

How is this different from the generic claim form?

Insurance Claim Submission has no animal fields. This one carries species, breed, microchip, the practice and vet, treatment dates and the invoice, which is what a pet claim is assessed on.

Can the veterinary practice complete it?

Yes, and it is often faster. The payment question distinguishes an owner seeking reimbursement from a practice waiting to be paid directly.

Does the form say whether a condition is covered?

No. Pre-existing conditions, excesses and annual limits sit in the policy wording, and the insurer assesses the claim against it.

Why ask when signs were first noticed?

Because it is a routine question on every pet claim, and the owner is the only person who can answer it accurately.

Is the Pet Insurance Claim template free to use?

Yes. You can preview and test Pet Insurance Claim on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Pet Insurance Claim template ask for?

It asks 17 questions across 1 page, 14 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Pet Insurance Claim form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this insurance form work?

3 conditional rules ship with the template: Features conditional validation: if “Has your pet been treated for this before?” is Yes, “When was it treated before, and by whom?” becomes mandatory before the form can be sent. Features conditional validation: if “Has the invoice already been paid?” is Yes, I paid it, “Bank details for reimbursement” becomes mandatory before the form can be sent. Features advanced show logic: if “Has the invoice already been paid?” is Partly, the form dynamically exposes “Bank details for reimbursement”. Otherwise that question never appears. All rules are editable in the Logic tab.

Where do responses to the Pet Insurance Claim form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Pet Insurance Claim form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.

Can respondents upload files?

Yes. This template includes a file upload question, so respondents can attach documents or photos with their answers. You can adjust the accepted file types and size limits on that question.

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