--- sourceDocument: Australia Financial Services Operations sourceDocumentLink: https://www.servicenow.com/docs/r/australia/financial-services-operations Release : - australia ft:locale : - en-US ft:publication_title : - Australia Financial Services Operations ft:clusterId : - finso bundleId : - finso workflow : - Customer and Industry --- # Setting up the policy data for Insurance claims # Setting up the policy data for Insurance claims {#ariaid-title1} Release version: Australia Updated March 12, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Setting up the policy data for Insurance claims This guide helps you set up policy data for the Insurance claims application by either importing data into your ServiceNow instance or using remote tables to reference existing data. Proper configuration is crucial for accurate claim processing and management. Show full answer Show less ## Key Features * **Importing Policy Data:** Regularly import the latest insurance policies from external systems to keep your ServiceNow instance updated. This ensures accurate policy snapshots during claim creation. * **Foundational Claims Data:** Before creating claims, import essential information including insurance product models, consumer accounts, contacts, and key policy details such as policy holders and status. * **Remote Tables:** Utilize APIs to search for policies in existing management systems during claim intake, allowing for seamless integration and policy selection. ## Key Outcomes By setting up your policy data effectively, you ensure that claims are processed with current and accurate policy information. This setup supports flexibility in retrieving policy coverages based on incident dates and enhances the overall claims management workflow within the ServiceNow platform. 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 {#set-up-policy-data-for-insurance-claims__section_ylf_y2x_cdc} 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](https://www.servicenow.com/docs/Eky9yO0H9PRm0y108SRcKA "Learn how a claim in the Insurance claims application is driven by the policy snapshot throughout its life cycle. The Policy Snapshot table stores a copy of an insurance policy that can be used in a claims case."). 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 {#set-up-policy-data-for-insurance-claims__section_mnq_jkv_zcc} 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 {#set-up-policy-data-for-insurance-claims__ul_xr1_4kv_zcc} {#set-up-policy-data-for-insurance-claims__ul_mjk_mkv_zcc} 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 {#set-up-policy-data-for-insurance-claims__section_pkn_cfx_cdc} 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: * [Remote Data Options for Remote Tables](https://www.servicenow.com/docs/TVPGoXl~V57ReKPpZtR_Nw "Understand the different approaches of implementing remote tables, and the advantages and disadvantages of each.") * [Setting up a remote table integration](https://www.servicenow.com/docs/YsqET43yGgrRyE0g6gZTjg "This use case illustrates how an agent at a financial institution can access individual consumer, bank account, and transactional data that resides in a third-party external system. This integration methodology can apply across industries, such as integrating to a policy administration system in insurance.") {#set-up-policy-data-for-insurance-claims__ul_jrc_rfx_cdc} ## Setting up the new policy data {#set-up-policy-data-for-insurance-claims__section_sfw_5y2_bdc} 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: * [Insurance product models](https://www.servicenow.com/docs/XO7zd9XhSCmV13cdVl2W6A "Use an insurance product model to customize the essential features, terms, conditions, and coverages that an insurance policy offers by using the Insurance claims application. You must first establish an insurance product model before you can create an insurance policy."): Define the product models to reflect your available insurance products. * [Coverage specification](https://www.servicenow.com/docs/7zHOTzPHFFtU51HUWybCyw "Learn how an insurance policy defines the specific protections or risk coverages for your customers by using the Insurance claims application."): Define the coverage specifications for your products, such as what coverage is included and any available options. * [Setting up an insurance policy for Insurance claims](https://www.servicenow.com/docs/pLZ9UNdxL9~sfCfPKdFT7w "Learn how to set up an insurance policy by using the Insurance claims application. Each new type of insurance policy requires that you create a dedicated table for that specific insurance policy type."): Create tables to store your personal and commercial policies. {#set-up-policy-data-for-insurance-claims__ul_n3c_xy2_bdc} **Related concepts** * [Insurance product models](https://www.servicenow.com/docs/XO7zd9XhSCmV13cdVl2W6A "Use an insurance product model to customize the essential features, terms, conditions, and coverages that an insurance policy offers by using the Insurance claims application. You must first establish an insurance product model before you can create an insurance policy.") * [Coverage specification](https://www.servicenow.com/docs/7zHOTzPHFFtU51HUWybCyw "Learn how an insurance policy defines the specific protections or risk coverages for your customers by using the Insurance claims application.") * [Setting up an insurance policy for Insurance claims](https://www.servicenow.com/docs/pLZ9UNdxL9~sfCfPKdFT7w "Learn how to set up an insurance policy by using the Insurance claims application. Each new type of insurance policy requires that you create a dedicated table for that specific insurance policy type.") * [Policy snapshots in Insurance claims](https://www.servicenow.com/docs/Eky9yO0H9PRm0y108SRcKA "Learn how a claim in the Insurance claims application is driven by the policy snapshot throughout its life cycle. The Policy Snapshot table stores a copy of an insurance policy that can be used in a claims case.")