Create or Edit Policy Groups

Create or Edit Policy Groups

Policy Groups are containers for organizing and managing policies.

Create a Policy Group

  1. Go to Settings.
  2. Select Manage Policies.
  3. With in Groups, Click on + Add.
  4. Enter in group information and Save.
Note: Contract #, Terms #, Claims #, Job # formats should not be filled out unless you contact support.

Edit an existing Policy Group

  1. Go to Settings.
  2. Select Manage Policies.
  3. With in Groups, click the pencil icon next to the policy group to edit.
  4. To change the image, click Change Pic and upload a new image.
  5. Save your changes.

    • Related Articles

    • Edit Policy Coverage

      Learn how to edit a policy’s coverages. 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 Go to Settings. Select Manage ...
    • Create Single and Multi-year Contracts

      Create a single year contract 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 an ...
    • Managing the Contract Ledger Feature

      Effectively handle the financial aspects of warranty contracts with our guide on 'Managing the Ledger Feature' in WarrantyHub. Learn how to accurately track and manage financial transactions, from recording payments to reconciling balances. We'll ...
    • Add the Optional Coverage Meta Tag to an email event

      Determine the location for displaying 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 ...