App Overview
Welcome to your Insureful dashboard! Here, you can access real-time analytics and manage your orders, claims, and email templates with ease.
Dashboard Overview
From the dashboard, you can see key analytics at a glance:
Total Orders with Insurance: The total number of orders that include insurance.
Insurance Revenue: The total amount you’ve received from insurance.
Total Refund Amounts: The total amount refunded through insurance claims.
Revenue Graph
Check out the graph to see the revenue generated from the insurance amount over time. This visual representation helps you track and analyze your earnings from insurance.
Orders
Viewing Orders
In the "Orders" menu, you’ll find all orders that include insurance products. This section allows you to:
Filter Orders by Date: Easily find orders within a specific date range.
Search by Order Number: Quickly locate a specific order by entering its order number.
Order Details
You can also view the details of an order by clicking on the order number in the "Order No." column. This will show you all relevant information about the selected order.
Claims
Managing Claims
In the "Claims" section, you can see all the orders for which customers have requested a claim. Here’s what you can do:
Filter Claims by Date: Find claims submitted within a specific date range.
View Claim Details: See detailed information about each claim, including customer information and claim reasons.
Email Templates
Default Templates
The app comes with 5 default email templates that are used to communicate with both customers and admins. These templates cover various scenarios and ensure consistent and professional communication.
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