Editing Policy Coverages

Fine-tuning policy coverages is essential to cater to the diverse needs of your clients. This guide provides a detailed walkthrough on ‘Editing Policy Coverages’ in WarrantyHub, ensuring that you can accurately adjust each policy’s coverage items. Whether it’s changing limits, setting costs, or updating coverage types, you’ll find the flexibility you need to offer bespoke warranty solutions.

Navigate to Manage Policies: #

  • From the WarrantyHub dashboard, select the ‘Settings’ tab.

 

  • Click on ‘Manage Policies’ to view your existing policy groups.

 

Access Policy Group: #

  • Click on the policy group you wish to edit by clicking the image/or square that represents it.

 

Access Policy Group Details: #

  • Click on the policy group’s name below by clicking/tapping the down arrow, or simply click on the bar that represents it.

 

Modify Policy Group Coverages: #

  • Within the desired policy group, find the policy whose coverages you wish to edit.
  • Click on the coverage item you need to adjust. If you need to add new coverage, select the ‘+ Add Coverage’ button.
  • Or click on any of the pencils that represent the coverage you wish to modify.

 

Edit Coverage Details: #

  • For existing items, modify the coverage details, such as the system name (e.g., HVAC, Plumbing) and the maximum payout.
  • Toggle the ‘Enabled’ checkbox to activate or deactivate the coverage item.
  • Enter optional costs for yearly or monthly coverage if applicable.

 

Set Coverage Restrictions: #

  • Input any specific limits or conditions that apply to the coverage.
  • Adjust the optional settings and other restrictions as necessary.

Review and Save: #

  • Confirm all the details are correct and reflect the intended offerings.
  • Click ‘Save’ to apply the changes to the policy coverages.

Final Verification: #

  • After saving, review the policy once more to ensure all changes are correctly reflected.
  • Remember, modifications to policy coverages can impact active contracts and will take effect immediately — so it’s crucial to review changes thoroughly.

Ensuring your policy coverages meet the exact needs of your service offerings is key to client satisfaction and operational success. With the steps provided, you’re now well-prepared to customize coverage elements within WarrantyHub. As always, take a moment to review your updates for precision and accuracy. For any further assistance or questions, our support team is ready to help. Thank you for making your policy management more effective with WarrantyHub.

 

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.

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Can you handle migrating my existing database?

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