Account Management
Connecting an AI Assistant to WarrantyHub with the MCP Server
Connecting an AI Assistant to WarrantyHub with the MCP Server Who this is for: WarrantyHub company administrators (full admins) who want to let an AI assistant such as Claude or ChatGPT work with their WarrantyHub data. 1. What the MCP Server is MCP ...
Customer claim portal
Customers can easily navigate claim submissions through the WarrantyHub claim portal. Simply use the primary phone number linked to the contract to log in and submit claims effortlessly. Claim portal overview Customers will have access to a unique ...
Set up and manage event notifications
WarrantyHub provides product event notifications to keep customers, agents, affiliates, servicers, sales reps, and groups informed. You have the flexibility to enable or disable these notifications as needed, with notifications sent through email or ...
Merge duplicate affiliate profiles
Duplicate affiliate profiles can occur for various reasons -- typos, a change in agency, or integrations with different profile emails. Fortunately, WarrantyHub provides an easy process for merging those user profiles to keep your contracts accurate ...
Configure and manage tax settings
Discover how to configure sales tax for your policies. WarrantyHub can automate the calculation of sales tax on your contract invoices. Permission Required: Users with the Settings permission can access this feature. Configure tax settings Step 1: ...
Add and manage servicers
Learn how to add and edit a Servicer in your WarrantyHub account. A warranty servicer is a company or entity responsible for repairing, maintaining, or replacing items covered under a warranty plan. Add a servicer Go to Service Network. Select + Add ...
Add and manage agencies
Discover how to effectively add and edit agencies within your WarrantyHub account. Add an agency Go to Agencies. Select + Add Agency in the top right corner. In the Manage Agency window, enter agency details: Agency Name Type Brokerage Closing ...
Add and manage affiliates
Discover how to effectively manage affiliates by learning how to add, edit, and invite them to the WarrantyHub platform. Add an affiliate Before proceeding: Affiliate profiles must be associated with an agency, so make sure you have created an active ...
Add optional coverage event variable into an email event
How to display optional coverage in an email event notification Go to Settings, select Event Notifications. Search and select the ContractNew.Homeowner event In the Email Editor, choose a location for displaying Optional Coverage information. Type in ...
Reset password
Learn how to reset or change your password in WarrantyHub. Reset your password from your account login page Navigate to your WarrantyHub login page. Below the password field, select Forgot password? Enter your email address. After submitting your ...
Add and manage policy groups
Policy Groups in WarrantyHub serve as handy organizational units for managing policies efficiently. Employees with permission can add, edit, and disable Policy Groups. Permission Required: Users with the Settings permission can access this feature. ...
Add and manage policy coverage items and optional coverage add-ons
Learn how to add, edit, and manage a 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. Permission required: Users with the ...
Manage the contract ledger
Learn how to accurately track and manage financial transactions, from recording payments to reconciling balances. We'll guide you through each step to maintain precise and up-to-date ledger entries, crucial for the financial integrity of your ...
Create a contract or warranty
Create a contract in the dashboard Go to Contracts in the dashboard. Select + Add Contract in the top right corner. Property Enter the address associated with the contract. Note: Be sure to select the address from the Google Places dropdown (see the ...