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

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Use Agent assist to view associated claims

# Use Agent assist to view associated claims {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

View the associated claims and relevant knowledge articles by using the Agent assist contextual search. You can find related information on your Individual Life Claims case to assist in understanding and completing your case.

## Before you begin

Role required: sn_ins_claim_indl.fnol_representative, sn_ins_claim_indl.manager, sn_ins_claim_indl.dbn_viewer, sn_ins_claim_indl.dbn_adjuster

## Procedure

1. Navigate to AllFinancial Services OperationsWorkspace.
2. Select the lists icon (![lists icon]()).
3. Open the task from the case playbook or the Individual death claim tasks list.

   | Option | Steps |
   | From the case playbook | 1. On the Lists tab, under Individual death claim cases, open the case list. 2. In the list, select the case that contains the adjuster task. {#agent-assist__ol_u2s_sgb_qbc} |
   | From the Individual death claim tasks list | 1. On the Lists tab, under Individual death claim tasks, select All. 2. In the list, select the task that you want to open. {#agent-assist__ol_jtz_vgb_qbc} |
   |-|-|

   {#agent-assist__choicetable_dvz_rgb_qbc}
4. Select the Agent assist icon (![Graduation cap icon for Agent assist.]()) to use the feature.  
   For more information about Agent assist, see [Finding solutions using Agent assist](https://www.servicenow.com/docs/access?context=agent-assist&version=zurich&pubname=zurich-platform-user-interface&ft:locale=en-US).

*[\>]: and then