Add a policy participant to an insurance policy

task australia Updated Sep 10, 2026 1 min read add-a-policy-participant-to-an-insurance-policy.md

Raw file servicenow.com

Add a customer to an insurance policy as the insured entity by using the Insurance claims application.

Before you begin

Create an insurance policy. For more information, see Create an insurance policy.

Role required: admin

Procedure

Open an insurance policy table.
Open an insurance policy record in the table.
Select the Policy Participants related list, and select New.

On the form, fill in the fields.

Field	Description
Consumer (for Personal insurance policies)	Consumer record that is the insured entity.
Account (for Commercial insurance policies)	Account record that is the insured entity.

Select Save.
In the Policy Participant Role related list, select New.
Enter the following field values.

Field Value

Policy participant <customer record>

Role <insured>
Select Save.

Field	Value
Policy participant	<customer record>
Role	<insured>

What to do next

Add a related list to the insurance model's financial model view to see all the policies for that insurance product. For more information, see Add a related list to an insurance product model.

Parent Topic:Setting up an insurance policy for Insurance claims

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---
title: Add a policy participant to an insurance policy
description: Add a customer to an insurance policy as the insured entity by using the Insurance claims application.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/insurance-claims/add-a-policy-participant-to-an-insurance-policy.html
release: australia
product: Insurance Claims
classification: insurance-claims
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Setting up an insurance policy for Insurance claims, Setting up the policy data for Insurance claims, Configure, Insurance claims, Exploring insurance claims applications, Insurance applications, Financial Services Operations \(FSO\)]
---

# Add a policy participant to an insurance policy

Add a customer to an insurance policy as the insured entity by using the Insurance claims application.

## Before you begin

Create an insurance policy. For more information, see [Create an insurance policy](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/insurance-claims/create-an-insurance-policy-for-a-consumer.md).

Role required: admin

## Procedure

1.  Open an insurance policy table.

2.  Open an insurance policy record in the table.

3.  Select the **Policy Participants** related list, and select **New**.

4.  On the form, fill in the fields.

    |Field|Description|
    |-----|-----------|
    |Consumer \(for Personal insurance policies\)|Consumer record that is the insured entity.|
    |Account \(for Commercial insurance policies\)|Account record that is the insured entity.|

5.  Select **Save**.

6.  In the Policy Participant Role related list, select **New**.

7.  Enter the following field values.

    |Field|Value|
    |-----|-----|
    |Policy participant|&lt;customer record&gt;|
    |Role|&lt;insured&gt;|

8.  Select **Save**.


## What to do next

Add a related list to the insurance model's financial model view to see all the policies for that insurance product. For more information, see [Add a related list to an insurance product model](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/insurance-claims/add-related-list-to-insurance-product-model.md).

**Parent Topic:**[Setting up an insurance policy for Insurance claims](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/insurance-claims/set-up-an-insurance-policy.md)