Custom Insurance Report Template
3 sections, 9 fields (6 required)
Start with a minimal framework and build a report template that matches your exact workflow. Add custom sections and fields for any claim type, specialty, or insurer requirement that standard templates do not cover.
What Is a Custom Report Template?
A custom report template gives you a blank canvas to design a report structure that fits your specific needs. While our pre-built templates cover the most common claim types (property, motor, fire, marine, engineering, liability, and flood), some surveyors work on specialty claims or have insurer-specific formats they need to follow.
This template starts with three basic sections: General Information, Documentation, and Assessment. From there, you can add, remove, or rename sections, create custom fields with different input types, and set which fields are required versus optional.
Whether you are building an insurance survey reporting template for crop insurance, livestock claims, personal accident claims, or a specific insurer format, this is your starting point.
Why Build a Custom Template?
Insurer-specific formats
Some insurance companies have their own report formats with specific sections and fields. Build a template that matches exactly what they expect.
Specialty claim types
Crop insurance, livestock, personal accident, health, and niche commercial claims all have unique documentation needs that standard templates may not cover.
Regional requirements
Different states or countries may have specific regulatory requirements for survey reports. Customize fields to meet local compliance standards.
Workflow optimization
If you handle the same type of claim repeatedly, a custom template pre-loaded with your exact field structure saves time on every case.
How to Use This Template
- 1
Define the claim type and reporting requirements
Start by identifying what type of claim this template will be used for and what information the insurance company expects in the final report. List the data points you need to capture.
- 2
Set up sections matching your workflow
Organize your data points into logical sections that follow the order you work in the field. For example, start with policy details, then site observations, then loss calculation.
- 3
Add fields for each data point you need
Create fields for each piece of information: text fields for descriptions, number fields for amounts, date fields for timelines, photo fields for evidence, and voice fields for on-site recordings.
- 4
Test the template with a sample case
Use the template on a real or hypothetical case to see if the flow works and if any fields are missing. Pay attention to whether the section order matches how you actually work on site.
- 5
Refine and save for repeated use
Adjust any fields or sections based on your test run. Once the template works well, save it so you can reuse it across similar claims without setting it up again.
Template Sections & Fields
Getting the Most from Custom Report Templates
The key to a good custom template is starting with the end in mind. Before you add fields, look at a finished report that the insurance company accepted and approved. Work backwards from that report to identify every data point it contains, then create fields for each one. This reverse-engineering approach ensures your template produces reports that match what insurers actually want.
Keep your templates focused. It is tempting to add every possible field "just in case," but templates with too many optional fields slow you down in the field and create cluttered reports. A focused template with 15 to 20 well-chosen fields produces better reports than one with 40 fields where half are left blank.
If you work with multiple insurance companies, consider creating separate templates for each one rather than trying to build a single template that covers all formats. Each insurer has slightly different expectations, and tailoring your template to each one shows professionalism and reduces back-and-forth during claim processing.
Use This Template with FieldScribe AI
This template shows you the structure. FieldScribe AI brings it to life. Record voice notes at the claim site, snap geotagged photos, and let AI fill in the template automatically. Your report is generated in minutes instead of hours.