Creating or Editing Policy Groups

Configuring policy groups to align with your operational requirements and client expectations is essential in warranty management. This guide on ‘Creating or Editing Policy Groups’ provides you with the knowledge to craft and modify policy groups effectively. Follow along as we detail the steps to define group parameters, manage coverage options, and establish your settings, empowering you to deliver tailored and robust warranty solutions.

Navigate to Settings: #

  • From your main dashboard, click on the ‘Settings’ tab in the sidebar.
  • Or click on your profile icon in the top right, then click settings below.

 

Go to Manage Policies: #

  • Locate and select the ‘Manage Policies’ section.

 

 

Initiate New Group Creation: #

  • Click on the ‘+ Add a Group’ button.

 

Input New Group Details: #

  • Optionally, add a picture to represent the policy group by clicking the image area.
  • Type in the ‘Plan Name’ for the new policy group.
  • Toggle ‘Enabled’ to activate the policy group.
  • Choose whether to ‘Choose Property Type During Checkout.’
  • Fill in the formats for Contract #, Terms #, Claims #, and Job # as required.

 

#

Save the Group: #

  • Click the ‘Save’ button to create the policy group.

 

How to Edit an Existing Policy Group: #

Access the Group: #

  • In ‘Manage Policies,’ find the group you want to edit.

Open Group Details: #

  • Click on the pencil icon next to the policy group to edit.

 

Edit Group Information: #

  • To change the picture, click ‘Change Pic’ and upload a new image.
  • Modify the ‘Plan Name’ as needed.
  • Check or uncheck ‘Enabled’ to activate or deactivate the policy group.
  • Choose whether to ‘Choose Property Type During Checkout.’
  • Update the Contract #, Terms #, Claims #, and Job # formats if necessary.

 

#

  • Apply Changes: Click ‘Save’ to update the policy group.

 

We hope this guide has empowered you to manage and tailor your policy groups within WarrantyHub confidently. Remember, the right policy configuration can greatly enhance your service offering and customer satisfaction. As you continue to refine your warranty management processes, know that these steps are designed to ensure that your solutions are as efficient and responsive as they are comprehensive. Should you have any further questions or require additional support, our team is always here to assist you. Thank you for choosing WarrantyHub, your partner in professional warranty management.

Updated on January 8, 2024

$160M

In Contracts Under Management 

44%

Reduction in Claim Handling Time

#1

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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