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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 ...