---
title: Create an Individual Life Claims case
description: Begin the claim process by initiating an individual life claim case on behalf of the claimant.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/insurance-claims/create-an-individual-life-claim-case.html
release: australia
product: Insurance Claims
classification: insurance-claims
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Use, Individual Life Claims, Exploring insurance claims applications, Insurance applications, Financial Services Operations \(FSO\)]
---

# Create an Individual Life Claims case

Begin the claim process by initiating an individual life claim case on behalf of the claimant.

## Before you begin

Role required: sn\_ins\_claim\_indl.fnol\_representative

## Procedure

1.  Navigate to **All** > **Financial Services Operations** > **Workspace**.

2.  Select the lists icon \(\[Omitted image "inline-data-vis-96px-list.png"\] Alt text: lists icon\).

3.  Create a case from the individual life claim cases list.

<table id="choicetable_jsk_byx_4bc"><thead><tr><th align="left" id="d105052e92">

Option

</th><th align="left" id="d105052e95">

Steps

</th></tr></thead><tbody><tr><td id="d105052e101">

**Individual life claim**

</td><td>

1.  In the Lists table, under Individual death claims, select **All**.
2.  Select **New**.


</td></tr></tbody>
</table>4.  In the Create new case dialog box, select **Report individual death claim**.

5.  Select **Create case**.

6.  In the Lookup policies activity, in the **Deceased** field, search for the client's policies.

    The policies that are associated with the deceased client are displayed in a list.

7.  Confirm that the policy details are correct, and then select **Continue**.

8.  In the Deceased details activity, enter the details of the incident.

9.  In the Reporter details activity, enter the details of the entity reporting the incident.

<table id="choicetable_ctl_hys_1cc"><thead><tr><th align="left" id="d105052e180">

Reporter status

</th><th align="left" id="d105052e183">

Steps

</th></tr></thead><tbody><tr><td id="d105052e189">

**Is a policy participant**

</td><td>

1.  Select the **Select from policy participants** checkbox.
2.  In the **Type** field, select whether the reporter is a person or a company.
3.  In the **Consumer** \(person\) or **Account** \(company\) field, use the search function to search for policy participants. The contact details populate after selecting the participant.


</td></tr><tr><td id="d105052e222">

**Is not a policy participant**

</td><td>

1.  In the **Type** field, select whether the reporter is a person or a company.
2.  On the Details form, enter the reporter's details.


</td></tr></tbody>
</table>10. Select **Continue**.

    In the Collect documents activity, the document verification tasks for this claim are displayed.

    The claim includes a document verification task for any supporting documentation.

11. In the Initiate claim step, add any required notes to the **Comments** field.

12. Select **Submit**.


## Result

A claim case is created in the New state and the workflow is triggered. If applicable, the claim cases for additional related policies are also created for the case. The cases are assigned to an assignment group that is based on the defined assignment rules.

## What to do next

Assign cases to yourself and start working on them. For more information, see [Adjuster activities](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/insurance-claims/adjuster-tasks-workspace-persona.md).