About this Course
This course is applicable to the Washington D.C. release of Financial Services Operations (FSO).
The ServiceNow® Financial Services Insurance Servicing, Life Insurance Servicing, and Insurance Claims enables agents, underwriters, and processors to create, manage, and quickly resolve insurance service requests.
Ensure you have completed the Financial Services Operations (FSO) Essentials course for foundational knowledge on FSO.
Removed out of date videos and screen shots. All content is updated through Washington DC release. Specific Washington DC content updates include: adopting CSM's Case Type Selector and improved UI experience for Financial Services Workspace, which limits confusion from CSM/FSM workspace. The workspace is aligned with industry-related focus.
Objective
After completing this course, you will be able to:
- Describe the insurance applications
- Explain the hierarchy and relationship of a policy holder, policy model, and coverage within the core insurance data model
- Describe the background and future opportunities of insurance at ServiceNow®
- Review case types, tasks, roles, workspaces, and underwriting process
- Explain the application architecture
- Describe workflows between the front, middle, and back offices
- Review how information is integrated into the Now Platform from core systems
- Perform baseline navigation and functionality