Account Management
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 Servicers. 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 meta tag into an email event
Identify the event email event to display the meta tag information Go to Settings, select Event Config. 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
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 warranty in the dashboard Go to Contracts in the dashboard. Select + Add Contract in the top right corner. Choose Group Select a Policy Group Note: Policy Groups are containers for organizing and managing policies. Choose your Policy Select ...
Popular Articles
Integrate Authorize.net and WarrantyHub
Learn how to link your Authorize.net account with the WarrantyHub platform. You will need to generate 3 types of keys and add them to your WarrantyHub account dashboard. Permission required: Users with the Settings permission can access this feature. ...
Create a contract or warranty
Create a warranty in the dashboard Go to Contracts in the dashboard. Select + Add Contract in the top right corner. Choose Group Select a Policy Group Note: Policy Groups are containers for organizing and managing policies. Choose your Policy Select ...
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 ...
Add a policy welcome packet
Learn how to add a welcome packet to delivering essential policy details to your customers. Permission required: Users with the Settings permission can access this feature. Add a policy welcome packet Go to Settings, select Manage Policies. Select ...
Add and manage policy coverage items
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 ...