---
sourceDocument: Yokohama Financial Services Operations
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/financial-services-operations

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Add a policy participant to an insurance policy

# Add a policy participant to an insurance policy {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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](https://www.servicenow.com/docs/BuFTdU4VJLR45E26Zy9hNA "Create a policy record in the system that represents the agreement between the insurance provider and the customer by using the Insurance claims application.").

Role required: admin

## Procedure

1. Navigate to AllSystem DefinitionTables.
2. Open an insurance policy table.
3. Open an insurance policy record in the table.
4. Select the Policy Participants tab, and select New.
5. On the form, fill in the fields.  
   {#add-a-policy-participant-to-an-insurance-policy__table_ess_dtw_2dc__entry__2}

   | 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. |
   [Table 1. Policy participant form]

   {#add-a-policy-participant-to-an-insurance-policy__table_ess_dtw_2dc}
6. Select Save.
7. In the Policy Participant Role related list, select New.
8. Enter the following field values.  
   {#add-a-policy-participant-to-an-insurance-policy__table_t54_2ww_2dc__entry__2}

   | Field | Value |
   |-|-|
   | Policy participant | \<customer record\> |
   | Role | \<insured\> |
   [Table 2. Policy participant role form]

   {#add-a-policy-participant-to-an-insurance-policy__table_t54_2ww_2dc}
9. 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](https://www.servicenow.com/docs/xEe0YuBOO31ulks~YntACA "Add a related list of an insurance policy table to an insurance product model table by using the Insurance claims application. Adding a related list displays the customer insurance policies for a particular insurance product.").

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