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.
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.
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