How to make an Insurance Complaint Form (+ Free templates & more)

The purpose of having insurance is to feel secure, knowing that if something happens to your valuable possessions, like your house or car, you will be covered. Additionally, people get health plans to make sure they can take care of their health and receive quality healthcare services when they need them.

If consumers complain about an insurance plan or have problems with the insurance process, you need to listen to them carefully to resolve the issue. In this article, you will learn what the insurance complaint form is and the reasons for using it, and you will get pro tips on how to create a better complaint form. Additionally, you will learn how to create an insurance complaint form online without coding.

What is an insurance complaint form?

The consumer seeks a way to resolve a situation that cannot be resolved or misunderstood through verbal communication. For example, before applying to the Department of Insurance to solve the problem, you can assist your customer in filing a complaint form to reach you.

Customers can express their concerns or complaints about issues through the form to find a solution. Companies, on the other hand, can use forms as a communication tool to hear consumer complaints and avoid misunderstandings.

How to create an insurance complaint form without coding

Customers might encounter several problems with their health insurance or other insurance products. To understand the problem and look for a way to find the solution, you need to understand the issue correctly. To do this, you need an online tool like forms.app that allows you to create insurance complaint forms to gather all the information you need about complaints.

You need to know how to create an insurance complaint form so customers can file and submit a complaint easily. Following the steps below can help you create a better one on the forms app:

1- Login or create a new account

Login to your account

You can easily sign up to forms.app, or if you have an account, you can log in immediately. Your time is precious, so you can also log in via Google, Facebook, and Apple accounts.

2- Select a free template

You can start from scratch if you want to decide on every element. If you would rather save time, select from our user-friendly insurance complaint form templates to quickly get your form up and running. Also, you can create other form types, like health insurance complaint forms, to gather online complaints.

Choose a beginning option

This way, you can customize the details that matter most to you. You can also take advantage of the fast usage of AI. You can simply create an insurance complaint form using forms.app AI form generator. 

3- Add your questions and essential fields

You can use the ones you created in accordance with business needs, or you can check the ones we provided inside the pre-designed templates to get ideas.

Add your form questions

Once you start creating your form, you can find the file upload section inside the fields and add it easily to gather all supportive documentation. Also, you can add a signature section to make the form legal at the end of the form.

4- Change how your form looks

Change the design of your form

Every business has a distinct color scheme and typography. You can customize the appearance of your form fields to reflect your brand's requirements. You can also add a logo and change the background and theme. By selecting the customize section, you can change the theme by adjusting font style, text color, and brightness. 

5- Connect to the databases

Share your form

The Connect Tab allows you to connect your form to a database. For analysis and reporting, you can connect with Google Sheets, Microsoft Excel, ActiveCampaign, etc. For customer support, you can connect your form with WhatsApp, messenger, etc. You can find various database fields that match your preferences for company responses.

6- Share the form

Share your form

At the final stage, you can embed it on your website or share it across all digital platforms. You may also set up privacy choices like public, limited, and private in the settings. Additionally, you can choose how the form appears on your website when you share the form link. Also, you can send your form by email or make a QR code to make it more technological.

Reasons to use an insurance complaint form

All insurance companies must comply with state laws to operate legally and ethically. If you don't follow these laws, you might face fines, penalties, or even lose your operating license. Customers who complain about their insurance policies or have problems with covered items may be dissatisfied with the company or policy regulations.

To prevent customers' dissatisfaction with your company, you need to know customers' complaints first-hand through online written documents that provide healthy communication with customers. Here is the list of reasons to use an insurance complaint form:

Advantages of using insurance complaint form

➡️Prevent misunderstandings: Minimizes the problems caused by verbal communication and helps you to understand the issues better.

➡️Collect essential information about complaints: The People who have complaints specify their concerns and demands specifically, providing important data for the companies to see the missing part and improve it.

➡️Reduce customer loss: Customers who know that the insurance company hears them can be more attached to the company than companies that don’t have good customer service, like online written documents. It leads to reduced customer loss and enhanced customer engagement.

➡️Improve customer service: You can improve your company’s customer service by providing different communication methods except for old-fashioned methods. Good customer service means happy customers.

➡️Enhance customer satisfaction: No business can survive long if it ignores and does not listen to its customer’s problems. It’s essential to hear your customers and give them quality customer service to stay in the business. Once you give them, your customer happiness level will increase. In the end, you will see enhanced customer satisfaction.

4 pro tips for insurance complaint forms

Conducting an insurance complaint form is crucial to gathering concerns and complaints from customers and understanding the issue altogether. You need an insurance complaint form to determine customer experience during the insurance process and give them better customer service. It is vital to create an easy-to-use insurance complaint form to learn more from the consumer.

There are a few points to remember while creating an insurance complaint form. Here are the expert tips for a class feedback form to create like a pro:

Expert tips for insurance complaint forms

💡Ask for essential information: You need to make sure that you have all the necessary information you need about the complainant, such as full name, phone number, address, and policy or certificate number for a comprehensive search.

💡Ask for supportive documents: Asking for supportive documents, such as medical records, damage records, etc., can help you understand the issue in depth.

💡Add a text field for detailed complaints: Complainants can not express themselves very well with the asked questions or requested information. To prevent these situations and gather healthy information from customers, you need to add a text field that allows them to express themselves completely. 

💡Ending page and follow-up: Add an ending page to make them understand their form submission is completed. Also, people prefer to receive a “send you an acknowledgment “ mail once they have finished the form. Additionally, specifying the follow-up process will make them comfortable.

Wrapping it up

The insurance complaint form is a vital tool for gathering all the information from customers about complaints and concerns to make the process smooth and solution-oriented. Knowing your consumer's concerns and complaints during the process will give you an easy way to solve the issue. The customers who see that their complaint is heard and carefully dealt with will be happier at the end of the process, and their trust and loyalty to the company will increase.

Companies prioritizing customer satisfaction have always been found to be more reliable in the long term. So far, in our article, you have learned what an insurance complaint form is, the reasons for using it, and the pro tips to create a better online insurance complaint form. Additionally, you have learned how to create an online insurance complaint form by using the online form builder forms.app.