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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 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 ...
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. ...
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: ...