Adding or Updating Welcome Packet

Providing a comprehensive welcome packet is crucial for client engagement and clarity in warranty services. This guide on ‘Adding or Updating a Welcome Packet’ in WarrantyHub ensures you have the necessary know-how to upload the latest information packs for your clients. Follow these simple steps to keep your welcome packets up-to-date, delivering essential policy details effectively.

Head to Manage Policies: #

  • Access your WarrantyHub dashboard and click on the ‘Settings’ tab.

 

  • Select ‘Manage Policies’ to proceed to the list of your policy groups.

 

Select the Policy Group: #

  • Choose the policy group for which you want to create or edit a welcome packet.

 

  • Click the edit icon (pencil) next to the policy name, like ‘Standard’ or your custom policy name.

 

Access the Welcome Packet: #

  • In the policy details, click on ‘Change Welcome Packet’ to upload a new document.
  • Use the file browser to select the .pdf or .doc file you want to upload from your computer or phone.

 

Adding or Updating Welcome Packet 2

Upload and Save: #

  • Once you have selected the appropriate welcome packet document, confirm the upload.
  • Save your changes to ensure the new welcome packet is attached to the policy group.

 

You’ve successfully navigated through the process of adding or updating your welcome packet on WarrantyHub. Your clients will now receive the most current information, ensuring they start their journey with all the details they need. As always, if you encounter any issues or have any questions while updating your packets, our customer support is here to help. Keep your client communications clear and current, and thank you for using WarrantyHub for your warranty management needs.

Updated on January 8, 2024

$160M

In Contracts Under Management 

44%

Reduction in Claim Handling Time

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Fastest Growing Warranty Platform

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Frequently Asked Questions

Can WarrantyHub integrate with my existing systems?

Yes, we sure can! If your current service has an API, our tech team can link it up with WarrantyHub, no sweat.

Can WarrantyHub match my current workflow?

You bet. Our platform molds to your workflow. It’s like a software chameleon, blending into your claim process, customer journey, and more.

Can you handle migrating my existing database?

Absolutely. Our team takes care of all the heavy lifting. You’ll switch over smoothly, without losing any service quality.

Is WarrantyHub suitable for my unique business model?

Yes, indeed! We’ve designed our software to scale with your needs. We’re always updating it to suit different business types, big or small.

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