Create insurance policies

An insurance policy protects from financial loss in exchange for a fee. An insurance provider agrees to compensate the insurance holder in the event of a certain loss or damage. Insurance is a contract, represented by a policy, in which a policy holder gets protection for a fee from an insurance company.

In Dynamics 365 Field Service, insurance is an entity that relates to accounts and defines the policy holder, insurance carrier, policy number, and the start/end date of the insurance contract.

Prerequisites

An administrator must enable Insurance policies.

Create an insurance

1. In Field Service, change to the Service area.
2. Under Service Delivery, select Insurance.
3. Select New to create an insurance record and enter the information for the insurance.
4. Save the record.

Next steps

• Create a work order
• Create work order templates with incident types