---
title: Add a policy participant to an insurance policy
description: Add a customer to an insurance policy as the insured entity by using the Insurance claims application.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/insurance-claims/add-a-policy-participant-to-an-insurance-policy.html
release: australia
product: Insurance Claims
classification: insurance-claims
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Setting up an insurance policy for Insurance claims, Setting up the policy data for Insurance claims, Configure, Insurance claims, Exploring insurance claims applications, Insurance applications, Financial Services Operations \(FSO\)]
---

# Add a policy participant to an insurance policy

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://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/insurance-claims/create-an-insurance-policy-for-a-consumer.md).

Role required: admin

## Procedure

1.  Open an insurance policy table.

2.  Open an insurance policy record in the table.

3.  Select the **Policy Participants** related list, and select **New**.

4.  On the form, fill in the fields.

    |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.|

5.  Select **Save**.

6.  In the Policy Participant Role related list, select **New**.

7.  Enter the following field values.

    |Field|Value|
    |-----|-----|
    |Policy participant|<customer record>|
    |Role|<insured>|

8.  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://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/insurance-claims/add-related-list-to-insurance-product-model.md).

**Parent Topic:**[Setting up an insurance policy for Insurance claims](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/insurance-claims/set-up-an-insurance-policy.md)