Before using the Insurance claims application, make sure that you have the customer data for your individual and business customers on your instance so that you can associate the policies with your customers and create incidents for them.

The customer data includes the information about the customer and accounts. Consumers are the customers in a business-to-consumer business model, and accounts and contacts are the customers in a business-to-business business model.

Existing customers can be imported by using a guided setup. New customers can be created manually by using the Customer Service Management application. For more information, refer to these topics:

• Configure consumers

  Learn how to set up the data for your individual consumers, including their personal details and any other necessary consumer-specific information.

• Configure accounts and contacts

  Learn how to set up the data for your business customers. You can create and set up the corporate accounts and link them with the relevant contacts (that is, the representatives or stakeholders from those companies).