Describe your policies and loss types. Makeform creates a first notice of loss form for policy details, incident facts, affected property, contacts, and files.
Route new loss notices to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a loss scenario, edit its prompt, or send it to the Makeform builder. The structure is an example.
Audience
Policyholders reporting a collision or vehicle damage
Format
Conditional auto loss intake with uploads
Prompt size
311 chars
Example form structure
Conditional auto loss intake with uploads
Policyholder, reporter, and policy number
Loss date, time, and location
Vehicles and people involved
Was an injury reported?
Scene and vehicle photos
Suggested routing tags
Auto loss
Property loss
Needs review
Ask for the date and time the loss was discovered as well as when it occurred; policyholders may not know about damage immediately.
Step 1
Identify
insured, reporter, policy, and contact details
Step 2
Describe
when, where, what happened, and current status
Step 3
Document
people, property, reports, photos, and files
Step 4
Route
claim type, urgency flags, and assigned reviewer
Better loss intake
A structured form collects consistent facts while preserving the reporter's account.
Require policy, contact, incident, and affected-property fields for a useful basic record.
Show vehicle questions for an auto report, building questions for property damage, and third-party details when another person is involved.
Tag active hazards, reported injuries, unusable vehicles, or unoccupied locations for staff review.
Adapt to the policy
Use a shared identity and incident section, then branch into the details that matter for each line of business.
Vehicle, driver, passenger, third-party, police report, towing, and scene-photo fields.
Risk address, damage cause, affected rooms, habitability, emergency work, and photo uploads.
Reporter, claimant, witness, location, chronology, property damage, and reported-injury details.
Business location, equipment or inventory, operational impact, vendors, and internal contacts.
Build the intake workflow
Describe your intake needs, then refine the questions and handoff before sharing.
Name the business lines, minimum facts, and answers that need prompt review.
Add your policy references, claim categories, contacts, and conditional follow-ups.
Send submissions to the intake mailbox or channel and route by loss type or location.
Publish the link, review responses, and pass the facts into your claim workflow.
Form vs call vs document
A form gives policyholders a guided place for names, dates, locations, and files.
Field guide
Capture enough information to identify the policy, understand the event, contact people, and locate supporting material.
Insured & reporter
The reporter may be the policyholder, driver, employee, family member, or representative. Capture both the insured and reporter.
Loss facts
Separate event and discovery times. Pair structured dates and locations with the reporter's account.
Property & impact
Ask about vehicles and drivability, rooms and occupancy, or equipment and operational impact according to loss type.
People & reports
Collect contacts for involved parties and witnesses. For a reported injury, request only the fact and contacts your process needs, not a diagnosis.
Supporting material
Invite available uploads without making every file mandatory. Label photos, reports, receipts, estimates, and correspondence clearly.
Review & handoff
End with review and an accuracy acknowledgment. Use internal tags for routing without presenting intake as a coverage decision.
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Open toolFAQ
Answers for teams setting up initial claim intake.
It is an initial report of an event to an insurer or agency. It identifies the insured and policy, records the event, lists affected people or property, and accepts available files. It starts intake, not a coverage decision.
Include the insured, reporter, policy, contact preference, loss type, event and discovery dates, location, description, affected property, people, witnesses, authorities, immediate actions, and uploads. Use conditional questions for each loss type.
Yes. Start with loss type, then show a relevant branch. Auto can ask about drivers, towing, and police reports; property can ask about address, affected areas, occupancy, and temporary work.
Yes. Add uploads for photos, incident reports, estimates, receipts, inventories, and correspondence. Explain which files help and let reporters label them.
Show emergency instructions before the form. Answers about an active hazard, reported injury, unusable vehicle, or unoccupied property can trigger a tag or staff notification.
No. It records initial information. Coverage, responsibility, valuation, and claim decisions follow insurer review and the policy. Confirm receipt without promising an outcome.
Yes. Makeform offers unlimited free forms and responses. Generate, edit, publish, and collect notices without a form or response cap; the paid tier removes the badge.
Responses appear in the Makeform inbox and can go to Google Sheets, Slack, or Zapier workflows. Set access, notifications, retention, and handoff for your claims operation.
Turn a new loss into an organized intake record.
