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Portals & Forms

Make every step easy for your customers.

Personal forms that adapt to each situation and prefill details from documents. A secure portal to upload files and track case progress in real time. Customers know where things stand. Your team spends less time answering status calls. No account needed.

Personal forms that adapt to each situation and prefill details from documents. A secure portal to upload files and track case progress in real time. Customers know where things stand. Your team spends less time answering status calls. No account needed.

Personal forms that adapt to each situation and prefill details from documents. A secure portal to upload files and track case progress in real time. Customers know where things stand. Your team spends less time answering status calls. No account needed.

Book a demo

Pear IncAMAlex Morgan
Vehicle claim CL-2026-1042

Accident of 14 August 2026

Case opened18 August
Your declarationReceived
Case reviewIn progress
Next updateWe’ll let you know

You have nothing to do.

Our team is reviewing your case. Your documents have been received, and we’ll let you know when there’s an update.

Your next stepAvailable after review
Opened 18 August · Followed by Sophie M.Secured by Penbox
Portal updated in real time
Pear IncAM
Accident declaration

Your declaration is complete.

Your case has moved to review. You can follow every update from your portal.

Case review in progressNo action needed from you
Secured by Penbox

GUIDED FORMS

The right next question. At the right time.

The right next question. At the right time.

Bring your business logic into the customer journey. Ask for the information and documents each situation requires while your customer is still completing the form.

Bring your business logic into the customer journey. Ask for the information and documents each situation requires while your customer is still completing the form.

01

Pear Inc
4 details ready

Welcome back, Alex.

We’ve filled in what we already know about you.
Alex Morgan
Already filled in
Peugeot 208
Already filled in
06-789-TK
Already filled in
CL-2026-1042
Already filled in
You’ll only be asked for what’s missing.

Start with what you know

Each form is linked to the right contact and case, so every answer becomes part of the same journey.

02

Your answer
Was another vehicle involved?
YesNo
Shown instantly
Third-party detailsRelevant to your answer
Accident statement requested

Adapt as they answer

Use answers and information found in documents to show the relevant questions and request the right supporting pieces.

03

Step 2 of 3
Add your accident statement.
Take a photo or choose a file
Continue
Progress saved

Keep the path clear

Give customers a structured, intuitive way to respond, with clear steps and requests that make sense for their situation.

04

Follow-up emailPlease send your accident statement.
Submission complete
Ready for review
Accident declaration
Supporting documents
No follow-up needed

Avoid the next email

Collect the follow-up information immediately, instead of waiting for someone to review the case and ask for it later.

DOCUMENT INTELLIGENCE

Upload a document. Skip the typing.

Upload a document. Skip the typing.

Penbox checks documents as they arrive and prefills the form with the information they contain. Customers avoid retyping details and can fix an unsuitable document while they are still there.

Penbox checks documents as they arrive and prefills the form with the information they contain. Customers avoid retyping details and can fix an unsuitable document while they are still there.

Pear Inc
Vehicle claim · CL-2026-1042
Private & secure
Your details
2Documents
3Follow-up

Tell us about the accident.

Add your accident statement. We’ll fill in the details for you.

Accident statement.jpg
Photo · 1.2 MB
Checked
Sample completed accident statement
Your document is clear and readable.
We’ve filled in these details from your document. Please check that they’re correct.
Filled from your document
Filled from your document
Filled from your document
Filled from your document
Progress saved automatically
Secured by Penbox· Sample preview

Easy to start. Easy to come back to.

Easy to start. Easy to come back to.

A personal experience that fits into your customer’s day, from a quick photo on their phone to finishing the details on their laptop.

A personal experience that fits into your customer’s day, from a quick photo on their phone to finishing the details on their laptop.

MOBILE FIRST

Made for the phone in their hand

Let customers answer questions and photograph documents directly from their phone, wherever they are.

PERSONAL ACCESS

No account to create first

Give each contact secure, personal access without asking them to create another account or remember another password.

SAVE AND RESUME

Pick up exactly where they left off

Customers can pause on their phone and continue later on their computer, with their progress already saved.

DIRECT LINKS

Straight to the step that needs them

Send a link directly to the relevant form so customers can get on with the request without navigating through a portal first.

CONNECTED JOURNEY

A clear finish. A visible next step.

Once the form is complete, customers land in their case portal with that step marked as done.

ONE OR MANY CASES

Every ongoing case in one place

Give customers an overview of their ongoing cases, whether they have one request or manage an entire fleet.

CUSTOMER PORTAL

All the answers. Without the call.

All the answers. Without the call.

Documents received, current stage, what happens next: customers can follow their case in real time, right from their personal portal. They stay informed. Your team can focus on moving cases forward.

Documents received, current stage, what happens next: customers can follow their case in real time, right from their personal portal. They stay informed. Your team can focus on moving cases forward.

Let customers proactively add documents when it helps. Your team controls which statuses and steps they see, and what they can submit at each stage.

Pear IncAMAlex Morgan
Vehicle claim CL-2026-1042

Accident of 14 August 2026

Case opened18 August
Your declarationReceived
Case reviewIn progress
Next updateWe’ll let you know

You have nothing to do.

Our team is reviewing your case. Your documents have been received, and we’ll let you know when there’s an update.

Your next stepAvailable after review
Opened 18 August · Followed by Sophie M.Secured by Penbox
Interactive preview · Sample case

A reminder that knows what’s already done.

A reminder that knows what’s already done.

Your team sees what each contact has provided as they complete the form. Automatic reminders can focus on what is actually missing, with Penbox Intelligence drafting messages tailored to the case and its progress.

Your team sees what each contact has provided as they complete the form. Automatic reminders can focus on what is actually missing, with Penbox Intelligence drafting messages tailored to the case and its progress.

A useful next step for your customer. Less chasing for your team.

Your business logic. Your way to build.

Your business logic. Your way to build.

Build visually, describe the journey to a Penbox agent, or work through MCP and APIs. Bring the logic your cases need into an experience your customers can follow.

Build visually, describe the journey to a Penbox agent, or work through MCP and APIs. Bring the logic your cases need into an experience your customers can follow.

VISUAL + PENBOX AGENT

Build the journey by showing or describing it.

Design the steps visually or ask a Penbox agent to build and refine them. Set the questions, conditions, and document requests for each situation.

MCP + API

Build with the tools your team prefers.

Use Penbox through MCP or APIs to create and evolve your forms and business logic. Keep control of the customer experience, however you choose to build.

Make your next customer journey this easy.

Make your next customer journey this easy.

See how personal forms and portals can simplify the back-and-forth around your cases, from the first request to the latest update.

See how personal forms and portals can simplify the back-and-forth around your cases, from the first request to the latest update.

Book a demo

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Rue des Pères Blancs 4
1040 Etterbeek

Penbox

Home

Penbox for Brokers

Claims Management

Resources

Documentation

Guides

API Reference

Changelog

Blog

Use Cases

Legal

Security

Privacy Policy

Cookie Policy

Terms & Conditions

© Penbox, 2026

Rue des Pères Blancs 4
1040 Etterbeek

Penbox

Home

Penbox for Brokers

Claims Management

Resources

Documentation

Guides

API Reference

Changelog

Blog

Use Cases

Legal

Security

Privacy Policy

Cookie Policy

Terms & Conditions

© Penbox, 2026