Claimant Info
Full legal name, contact details, and relationship to insured; accurate identification supports payment routing and prevents processing delays.
A complete, legible SL-2 speeds claim handling, enables correct coverage decisions, and preserves appeal rights. It captures legal consents and documentation needed for payments, subrogation, or litigation, and creates an auditable record for the insurer and claimant.
The SL-2 is completed by different parties depending on the claim type and channel.
Understanding common user roles helps you route the form and supporting evidence correctly.
| Field | Configuration |
|---|---|
| Required Fields | Make claimant, policy, loss date mandatory |
| Conditional Logic | Show vehicle fields only for auto claims |
| Signer Authentication | Use email+SMS or stronger KBA when required |
| Notifications | Auto-notify adjuster and claimant on submission |
Choose platforms and delivery methods that preserve data integrity and create a robust audit trail.
Full legal name, contact details, and relationship to insured; accurate identification supports payment routing and prevents processing delays.
Policy number, insurer, coverage period, and named insured details so adjusters can confirm coverage and apply relevant deductibles or limits.
Concise chronological account of the incident, including witnesses and immediate actions taken, to support liability and coverage determinations.
Itemized damage descriptions, repair estimates, and medical bills with vendor contact information for efficient cost validation and reimbursement.
Signed consents for records release, subrogation rights, and payment instructions to enable investigations and third-party recoveries where applicable.
Photos, invoices, police reports, and receipts tied to the relevant form fields to reduce follow-up requests and speed adjudication.
Often required promptly; many insurers expect notice within 24–72 hours of discovery
Insurers commonly request a signed proof of loss within 30–90 days; check your policy for exact days
Submit medical invoices as received; delayed submission can complicate reimbursement
Provide estimates within the insurer’s stated timeframe to avoid payment delays
Appeal periods vary; retain documentation immediately after denial to preserve appeal rights
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial, no credit card | Varied | Varied | Varied | Varied |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |