Auto-fill an insurance claim form in Word

What an insurance claim form involves

An insurance claim form reports a loss to an insurer: the claimant, the policy, the incident and the claimed items or damage. Brokers and agencies fill the insurer's form on behalf of clients, and each insurer's form is a fixed layout the insurer expects unchanged.

The values sit in the policy document, the claimant's ID, and the incident paperwork: a police report, an invoice, photos of the damage description. The broker's job is accurate assembly, which is exactly what filling automates.

The data that gets filled in

• Claimant: full name, address, ID number
• Policy number and insurer
• Date, place and description of the incident
• Claimed items or damage and amounts, as documented
• Bank account for the payout

The values usually arrive in:

• The insurance policy document
• A photo or scan of the claimant's ID
• The police report or incident documentation
• Repair invoices or damage estimates

How to fill an insurance claim form with Run Done

• Upload your insurance claim form template. The Word document your office already uses, opened without changing how it looks.
• Add the materials. Photos, scans, PDFs or text with the details in them.
• The data is entered for you. Each value lands in the right place; fonts, headers and layout stay unchanged. Anything that cannot be found stays empty rather than guessed.
• Review and download. Confirm or correct every value, then download the finished Word file. Save the document to fill the next one with one click, or do it inside Word itself with the Word add-in.

Common questions