Add and manage policy coverage items and optional coverage add-ons

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.
Info
Permission required: Users with the Settings permission can access this feature.

Add a policy coverage item

  1. Go to Settings, select Manage Policies.
  2. Click on a Policy Group.
  3. In the column to the right labeled policy, select a Policy.
  4. In the column to the right labeled Coverages, select + Add.
  5. Enter coverage item details:
    1. Coverage System
    2. Max Payout
    3. Adjust the optional settings and other restrictions as necessary.
  6. Save your changes.

Edit a coverage item

  1. Go to Settings, select Manage Policies.
  2. Click on a Policy Group.
  3. In the column to the right labeled policy, select a Policy.
  4. In the column to the right labeled Coverages, select a Coverage item.
  5. Enter coverage item details:
    1. Coverage System
    2. Max payout
    3. Adjust the optional settings and other restrictions as necessary.
  6. Save your changes.

Add optional coverage or add-on coverage

  1. Go to Settings, select Manage Policies.
  2. Click on a Policy Group.
  3. In the column to the right labeled policies, select a Policy.
  4. In the column to the right labeled Coverages, select + Add.
  5. Enter coverage item details:
    1. Coverage system field - enter name of the optional coverage
    2. Max payout: - enter the payout max
  6. In the Optional Coverage Configuration section, check is Optional Coverage.
  7. Configure how your optional coverage will be displayed during contract creation (see screenshot below):
    1. Shown - displayed in the options section.
    2. Preselected - option that is preselected .
    3. Hidden - option is not displayed upfront but can be accessed by expanding the additional menu options.
  8. Price: enter Yearly and/or Monthly price.
  9. Save your changes.


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