Cover · free template

Home Insurance Claim

Two-page property claim: what happened to the home, which rooms are affected, a damaged item inventory with values, and whether it is still habitable.

A ready-to-use insurance form for small teams who need a reliable intake process: 22 questions, 2 pages, 4 conditional rules.

Questions
22
Pages
2
Layouts
classic · card
Time to complete
≈ 8 min
Conditional rules
4
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Live preview and test console

This is the real form. Answer it to test the 1 conditional rule — nothing is sent or stored.

Page 1 of 2 — Policy and property

Your policy and the property

Include your country code.

Is the property owned or rented?
What does your cover include?

1 question is hidden by conditional logic right now — change an answer above to reveal it.

Compliance checklist

Ready to publish
  • Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
  • Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
  • Financial disclaimer present — passingThis form does not provide financial, tax or legal advice. Any figures shown are indicative only and are not an offer of credit or a guarantee of terms. Please seek advice from a regulated adviser before making a decision.
  • Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.

What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.

Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.

Who this template is for

Home 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 22 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 chasing missing details over email and turns each submission into a record your team can act on immediately.

  • 15 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 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 allows multiple selections without free text.
  • It captures a numeric value you can filter and sort on.

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 Home Insurance Claim 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 conditional validation: if “What caused the damage?” is Theft or attempted break-in, “Crime reference number” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Is the property still habitable?” is No, “Where are you staying now?” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Has any emergency work been done already?” is Yes, “Who did the work, and what did it cost?” becomes mandatory before the form can be sent.
  • Features advanced show logic: if “Is the property owned or rented?” is Rented, the form dynamically exposes “Landlord or agent name”. Otherwise that question never appears.
  • All 4 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

About this template

Household claims are settled from an inventory, not a description, and the inventory is what most first notifications lack. This two-page form is built around it. The first page covers the policy and the property: policy number, policyholder, the address, whether it is owned or rented, whether cover is buildings, contents or both, and when the damage was discovered rather than only when it happened, which matters for escape of water and storm claims. The second page covers the event and the loss: what caused it, which rooms are affected, whether the property is still habitable, whether any emergency work has already been done and by whom, and then a room-by-room list of damaged items with rough age and value. Receipts, photographs and any contractor quote can be uploaded. Two questions cover security and reporting where the cause is theft or vandalism. The form does not state what is covered — buildings and contents cover, excesses and exclusions all sit in the policy wording — and it does not commit an insurer to any figure.

What this form asks

Every question is editable — rename it, make it optional, or delete it entirely.

Page 1 — Policy and property

  • Policy numberrequired
  • Policyholder namerequired
  • Contact numberrequired
  • Email addressrequired
  • Property address
  • Is the property owned or rented?required
  • Landlord or agent name
  • What does your cover include?required
  • When did the damage happen?required
  • When did you discover it?required

Page 2 — The damage

  • What caused the damage?required
  • Describe what happenedrequired
  • Which rooms are affected?required
  • Is the property still habitable?required
  • Where are you staying now?
  • Has any emergency work been done already?required
  • Who did the work, and what did it cost?
  • List the damaged items, with rough age and valuerequired
  • Roughly what do you think the total loss is?
  • Crime reference number
  • Are the doors and windows secure now?required
  • Upload photos, receipts or a contractor quote

22 questions in total.

Example of a completed home insurance claim form

This sample shows how a policyholder reports water damage to their home.

Policyholder name
Denise Farrow
Property address
5 Orchard Way, Nottingham, NG7 2LP
When did the damage happen?
22 March 2026
What caused the damage?
Burst pipe under the kitchen sink
Describe what happened
Water spread across the kitchen floor and into the hallway overnight.
Which rooms are affected?
Kitchen and hallway
Is the property still habitable?
Yes
List the damaged items, with rough age and value
Kitchen units, 4 years old, roughly £900
Roughly what do you think the total loss is?
Around £2,200

Sample data — no real people, addresses or records are shown.

How the form changes as it's filled in

This template ships with 4 conditional rules, grouped into 4 behaviours driven by 4 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “What caused the damage?”

  • Makes answers required

    If “What caused the damage?” is Theft or attempted break-in, “Crime reference number” becomes required before the form can be submitted.

Driven by “Is the property still habitable?”

  • Makes answers required

    If “Is the property still habitable?” is No, “Where are you staying now?” becomes required before the form can be submitted.

Driven by “Has any emergency work been done already?”

  • Makes answers required

    If “Has any emergency work been done already?” is Yes, “Who did the work, and what did it cost?” becomes required before the form can be submitted.

Driven by “Is the property owned or rented?”

  • Reveals questions

    If “Is the property owned or rented?” is Rented, the form reveals “Landlord or agent name”.

Set it up step by step

  1. 1

    Make the inventory one line per item

    The placeholder asks for item, room, age and value on a line, which is what a handler or adjuster can actually work from.

  2. 2

    Ask for both dates

    When damage happened and when it was noticed are often weeks apart, and several policy questions turn on the gap.

  3. 3

    Act on the habitability answer

    Route any no straight to the alternative accommodation process rather than the general claims queue.

  4. 4

    Chase receipts while they are findable

    Photographs of a room before the damage are often on a phone, and asking on day one is the only time they surface.

Mistakes to avoid

  • Asking for a total figure and no itemised list, which guarantees a second round of questions.
  • Quoting excesses or exclusions in help text rather than pointing at the policy wording.
  • Not asking whether the property is secure, which leaves a follow-on loss nobody prevented.

What it pairs with

Most teams don't run this form on its own. These are the forms and systems it sits next to.

What to do with the responses

Acknowledge with a claim reference, arrange an adjuster visit where the loss is significant, and confirm what evidence is still needed in one written list.

Works in both layouts

Browse classic templatesBrowse card templates

Forms that overlap this one

These pages cover the same subject ground as the home insurance claim, matched on the words people actually search for.

Privacy & compliance

This form takes money. Card details are handled by the payment provider and never stored in your response data — you keep the order details, not the card number.

Frequently asked questions

How is this different from the generic claim form?

Insurance Claim Submission covers any policy. This form carries the property-specific fields: the address, buildings or contents cover, rooms affected, habitability and an item inventory.

Does the form say what is covered?

No. Cover, excesses and exclusions live in the policy wording. The form gathers what happened and what was lost so the insurer can assess it.

Should someone list every small item?

Ask for the significant ones on day one. A handler can request a fuller schedule later, and an overlong first list often delays the acknowledgement.

What if the tenant is claiming rather than the owner?

Answer rented and the form asks for the landlord or agent, because contents and buildings claims usually run through different policies.

Is the Home Insurance Claim template free to use?

Yes. You can preview and test Home 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 Home Insurance Claim template ask for?

It asks 22 questions across 2 pages, 15 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 Home 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?

4 conditional rules ship with the template: Features conditional validation: if “What caused the damage?” is Theft or attempted break-in, “Crime reference number” becomes mandatory before the form can be sent. Features conditional validation: if “Is the property still habitable?” is No, “Where are you staying now?” becomes mandatory before the form can be sent. Features conditional validation: if “Has any emergency work been done already?” is Yes, “Who did the work, and what did it cost?” becomes mandatory before the form can be sent. All rules are editable in the Logic tab.

Where do responses to the Home 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 Home 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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