Setting up the policy data for Insurance claims

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

    • Set up the policy data for the Insurance claims application by importing the policy data into your instance, or by using remote tables to reference the policy data.

    Importing the policy data

    If you store your insurance policy data in an external system, you should bring in the latest insurance policies for all your customers from that system into your instance. Synchronize the latest insurance policies from the external system daily.

    The base system, by default, uses the latest insurance policy records that are available. It generates a policy snapshot using this data during the claim creation process. For more information, see Policy snapshots in Insurance claims.

    You may bring in past policy coverages or any other past policy data if those policies apply on the incident date of a claim. If you want to create a claim against these policies, you must have the foundational claims data available to select the correct policy. For more information about the foundational claims data, see the next section.

    Foundational claims data

    When you're bringing in policy coverages or any other policy components, you should import the following key information into your ServiceNow instance before you create any claims:
    • Insurance product models
    • Consumers
    • Accounts
    • Contacts
    • Basic insurance policy information, such as the following details:
      • Policy holder
      • Policy participants
      • Effective dates
      • Policy status

    This foundational data is essential for ensuring that claims are created with accurate and up-to-date policy details. The insurance product model and basic policy information act as the backbone for claims processing, while coverages can be retrieved dynamically based on the incident date when necessary. This approach ensures flexibility without sacrificing critical information during claim creation.

    Using remote tables to search for policies

    If you already have an existing policy management system, you can use an API and remote tables to search for policies when you’re selecting a policy during intake. When a policy is selected, you can create a policy record to associate the policy to the claim.

    For more information about the remote data options or how to set up a remote table integration, see the following topics in the Developer Guide:

    Setting up the new policy data

    For more information about defining the product models for your insurance products, defining the coverage specifications and options, or creating tables to store your policies, see the following topics: