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Pet Insurance Claim Pre-Authorisation Form

A pre-authorisation template — insurer, policy and planned treatment captured, so the practice can seek cover confirmation before treatment.

Description

Expensive treatment is far less stressful when cover is confirmed first, and this form starts that process cleanly. It captures the insurer, the policy, and the planned treatment, so the practice can seek pre-authorisation — a yes from the insurer before the work — and the owner knows where they stand. It gathers what an insurer needs to pre-authorise: the policyholder and policy number, the insurer, the pet, the condition and the planned treatment or procedure, and whether the practice has the owner’s authority to liaise with the insurer directly. It takes the guesswork out of what will and won’t be covered. Use it ahead of any significant or planned treatment. Free, brandable, and it spares owners the horror of a big bill they assumed was covered.

Form fields

Everything the Pet Insurance Claim Pre-Authorisation Form above collects — 11 fields, so you can see exactly what it captures before you make it your own.

Request Insurance Pre-Authorisation

  • Pet's name

    Short Answer Icon
    Short Answer
  • Policyholder name

    Short Answer Icon
    Short Answer
  • Insurer

    Short Answer Icon
    Short Answer
  • Policy number

    Short Answer Icon
    Short Answer
  • Condition / reason for treatment

    Long Answer Icon
    Long Answer
  • Planned treatment or procedure

    Long Answer Icon
    Long Answer
  • Do you authorise us to liaise with your insurer on your behalf?

    Yes/No Icon
    Yes/No
  • Upload policy documents (optional)

    Upload Icon
    Upload
  • Your name

    Name Icon
    Name
  • Contact number

    Telephone Icon
    Telephone
  • Email address

    Email Icon
    Email
Use Template Arrow Right Icon

Template FAQs

Common questions about the Pet Insurance Claim Pre-Authorisation Form — what it captures, when to use it, and how to make it your own.

What is pet insurance pre-authorisation?

It’s asking the insurer to confirm, before treatment goes ahead, that a planned procedure is covered and to what extent. It gives you certainty about costs and avoids nasty surprises after the event.

What do you need to request pre-authorisation?

The policyholder and policy number, the insurer, the pet, the condition, and the planned treatment. The form also asks whether the practice may liaise with your insurer on your behalf.

Does pre-authorisation guarantee my claim will be paid?

It’s a strong indication, but the final claim still depends on your policy terms, excess and limits. It greatly reduces uncertainty, though, which is why it’s worth doing before major treatment.

Can the practice deal with my insurer directly?

Often yes, if you authorise it — the form captures that consent. Some practices also offer to claim directly so you only pay the excess; ask what yours offers.

What about my policy excess and limits?

Those are set by your policy, and pre-authorisation helps clarify what you’ll be left to pay. Knowing your excess and any limits up front means no shocks when the claim is settled.

Is the form free?

Yes — free with a Fun Forms account, fully customisable, and ready to embed or share as a link.