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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 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 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 ...
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: ...