Cover · free template

Travel Insurance Claim

Two-page travel claim: trip dates and destinations, what went wrong, the airline or provider involved, costs paid out and the receipts held.

A ready-to-use insurance form for small teams who need a reliable intake process: 27 questions, 2 pages, 4 conditional rules.

Questions: 27
Pages: 2
Layouts: classic · card
Time to complete: ≈ 7 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 — The trip

Every question on this page is currently visible.

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

Travel 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 27 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.

19 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 allows multiple selections without free text.
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.

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 Travel 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 — 4 conditional rules ship with it.

Features conditional validation: if “What kind of claim is it?” is Lost, delayed or damaged baggage, “Airline or handler reference for the baggage report” becomes mandatory before the form can be sent.
Features conditional validation: if “Did you report it at the time?” is No, “Why was it not reported at the time?” becomes mandatory before the form can be sent.
Features conditional validation: if “Have you claimed anything back from the provider already?” is Yes, “What has been paid back, and by whom?” becomes mandatory before the form can be sent.
Features advanced show logic: if “What kind of claim is it?” is Medical treatment abroad, the form dynamically exposes “Where were you treated, and what for?”. 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

Travel claims depend on dates, providers and receipts, and a form that asks only what happened will always need a second round. This two-page version front-loads the trip itself. The first page records the policy number and policyholder, everyone travelling and their dates of birth, the booking reference, the countries visited, the departure and return dates, when the trip was booked and when the policy was bought — the last pair matters because it establishes what was known when. The second page covers the incident: what type of claim it is, when it happened and where, the airline, tour operator or provider involved with any reference they gave, whether a report was made at the time and to whom, and what has already been recovered from the provider or another insurer. Then the money: each cost paid out, the currency, and the receipts, tickets and reports the claimant holds. Nothing here says what a policy covers or promises a payment; cover, excesses and exclusions sit in the policy wording and the assessment is the insurer's.

What this form asks

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

Page 1 — The trip

Policy numberrequired
Policyholder namerequired
Contact numberrequired
Email addressrequired
Everyone travelling, with dates of birthrequired
Booking reference
Countries visitedrequired
Departure daterequired
Return daterequired
When did you book the trip?required
When did you buy the policy?required

Page 2 — What went wrong

What kind of claim is it?required
When did it happen?required
Where were you at the time?required
Describe what happenedrequired
Airline, tour operator or provider involvedrequired
Airline or handler reference for the baggage report
Where were you treated, and what for?
Did you report it at the time?required
Who did you report it to?
Why was it not reported at the time?
Have you claimed anything back from the provider already?required
What has been paid back, and by whom?
List each cost you are claimingrequired
Total you are claiming, in your policy currency
What can you send us?required
Upload your documents

27 questions in total.

Example of a completed travel insurance claim form

This sample shows how a policyholder claims for a delayed and damaged bag after a flight.

Policyholder name: Marcus Lindqvist
Everyone travelling, with dates of birth: Marcus Lindqvist, 14 May 1990
Countries visited: Portugal
What kind of claim is it?: Baggage delayed or damaged
When did it happen?: 9 July 2026
Describe what happened: My suitcase arrived a day late with a broken wheel.
Did you report it at the time?: Yes
List each cost you are claiming: Replacement suitcase, £65
Total you are claiming, in your policy currency: 65

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 3 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “What kind of claim is it?”

Makes answers required
If “What kind of claim is it?” is Lost, delayed or damaged baggage, “Airline or handler reference for the baggage report” becomes required before the form can be submitted.
Reveals questions
If “What kind of claim is it?” is Medical treatment abroad, the form reveals “Where were you treated, and what for?”.

Driven by “Did you report it at the time?”

Makes answers required
If “Did you report it at the time?” is No, “Why was it not reported at the time?” becomes required before the form can be submitted.

Driven by “Have you claimed anything back from the provider already?”

Makes answers required
If “Have you claimed anything back from the provider already?” is Yes, “What has been paid back, and by whom?” becomes required before the form can be submitted.

Set it up step by step

1
Ask for both booking and policy dates
The gap between the two decides several standard questions, and asking for it once prevents a full round of correspondence.
2
Name the provider as its own field
Airline, operator or handler references are what a handler chases first, so keep them out of the description box.
3
Itemise costs one per line
The placeholder asks for what, how much and which currency, which is what an assessor needs to convert and check.
4
List the documents as checkboxes
Knowing what the claimant has, before they upload it, tells you what to request in a single follow-up.

Mistakes to avoid

Asking for a total only, when travel claims are assessed line by line.
Not asking whether the provider has already refunded part of it, which causes a double-payment problem later.
Stating cover limits in the form, when they differ by policy and change between versions.

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, request only the documents the checkbox answers show are missing, and record any provider refund against the claim.

Works in both layouts

Browse classic templates Browse card templates

Forms that overlap this one

These pages cover the same subject ground as the travel 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 suits any policy. This one carries the travel-specific fields: trip dates, destinations, the provider and its reference, and an itemised cost list.

What if the trip has not happened yet?

Cancellation claims are common before departure. Enter the booked dates and choose trip cancellation, and the form works the same way.

Does the form say whether a cost is covered?

No. Limits, excesses and exclusions sit in the policy wording, and the insurer assesses each line against it.

Why ask when the policy was bought?

Because it establishes what was known at the time of booking, which is a routine question on cancellation claims and awkward to ask later.

Is the Travel Insurance Claim template free to use?

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

It asks 27 questions across 2 pages, 19 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 Travel 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 kind of claim is it?” is Lost, delayed or damaged baggage, “Airline or handler reference for the baggage report” becomes mandatory before the form can be sent. Features conditional validation: if “Did you report it at the time?” is No, “Why was it not reported at the time?” becomes mandatory before the form can be sent. Features conditional validation: if “Have you claimed anything back from the provider already?” is Yes, “What has been paid back, and by whom?” becomes mandatory before the form can be sent. All rules are editable in the Logic tab.

Where do responses to the Travel 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 Travel 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.

More forms teams pair with the travel insurance claim.

Related categories

All Insurance templates

Travel Insurance Claim

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