Create an insurance policy

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create a policy record in the system that represents the agreement between the insurance provider and the customer by using the Insurance claims application.

    Antes de Iniciar

    An insurance product model, a coverage specification, and an insurance policy table that extends the Insurance Policy (sn_bom_ins_policy) table are required. For more information, see the following topics:

    Role required: admin

    Procedimento

    1. Navigate to All > System Definition > Tables.
    2. Open the list view of the insurance policy table that you want to create a policy for.
    3. Select New.
    4. On the form, fill in the fields.
      Tabela 1. Insurance policy form
      Field Description
      Product Insurance product model.
      Name Name of the insurance policy.
      Policy number Unique identifier of the policy.
      Policy holder Customer that owns the policy.
      Effective date Effective date of the policy. The date is set to either the current date or the past.
      Expiration date Date when the policy expires.
      Status Status of the policy. Active policies are set to In Force. Policies that aren’t In Force are ignored when creating a case.
    5. Select Update.

    O que Fazer Depois

    Apply coverage to an insurance policy. For more information, see Apply coverages to an insurance policy.