> For the complete documentation index, see [llms.txt](https://docs.centousapps.com/insureful/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.centousapps.com/insureful/app-installation/manage-app-settings/claims.md).

# Claims

Manage your claims efficiently by approving, canceling, or refunding claim requests. Follow the steps below to handle claims within the Insureful app.

### Accessing Claims

1. **Go to Claims Page**:
   * Navigate to the Claims page from the main menu.
   * Here, you can view all claim requests and their statuses.
2. **Check Claim Status**:
   * Filter claims by status (Pending or In-Progress) to focus on the claims that need your attention.

<figure><img src="https://3268869593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTMi2PAaPTTOdVXrEeup0%2Fuploads%2FjYIFPPNcJY3KMUbbZmsM%2Fclaim-order-list-normal.png?alt=media&amp;token=fefddeac-7246-4b64-a72c-724dc7bf5068" alt=""><figcaption><p>Overview of Claims Page</p></figcaption></figure>

### Managing Claims

#### Edit Claims

1. **Edit Claim**:
   * Click on the **"Edit"** button next to the claim you want to manage.
   * You will be redirected to the Order Claim Request Page.

<figure><img src="https://3268869593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTMi2PAaPTTOdVXrEeup0%2Fuploads%2Fvn15EEwJbM3IbAdMptYl%2Fclaim-list.png?alt=media&amp;token=62ad65e9-1bbd-41dd-b68d-0c15fd217f88" alt=""><figcaption><p>Find the Edit Button </p></figcaption></figure>

1. **Approve or Reject Claim**:
   * Review the reasons for the claim.
   * Click on the **"Claim Status"** or **"Fulfill Claim"** button to either approve or reject the claim.

<figure><img src="https://3268869593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTMi2PAaPTTOdVXrEeup0%2Fuploads%2F16abdMUEkLKG0TWfu6lT%2Fclaim-edit.png?alt=media&amp;token=d403baaf-4722-427a-923a-fb192e9d5cce" alt=""><figcaption><p>Find the Claim Status and Fulfill Claim</p></figcaption></figure>

#### Cancel Claim

1. **Cancel a Claim**:
   * Click on the **"Edit"** button next to the specific order in the claim menu.
   * Click on the **"Claim Status"** to cancel or reject the claim.

<figure><img src="https://3268869593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTMi2PAaPTTOdVXrEeup0%2Fuploads%2FIdZtO07ElEI3UZDSGW61%2Fcancel-claim.png?alt=media&amp;token=e7225309-435b-48bc-b36b-7818e08240b7" alt=""><figcaption><p>Popup for Cancel Claim</p></figcaption></figure>

#### Refund Claim

1. **Refund a Claim**:

   * Click on the **"Fulfill Claim"** button.

   <figure><img src="https://3268869593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTMi2PAaPTTOdVXrEeup0%2Fuploads%2FKvAazKNYmF7LCD5KmT24%2FScreenshot%202025-10-14%20164830.png?alt=media&amp;token=78b762ae-a5ef-4b44-8d93-649312c3212b" alt=""><figcaption></figcaption></figure>

* A **"Fulfill Claim"** popup will appear.
* Select the **"Refund by Amount"** option and insert the refund amount.
* Click on the **"Claim"** button.

<figure><img src="https://3268869593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTMi2PAaPTTOdVXrEeup0%2Fuploads%2FS5j60UVqzczHzjPUwhfF%2Freorder-2.png?alt=media&amp;token=225ff825-cbe9-4b12-9a3a-ae2ad20a8927" alt=""><figcaption><p>Popup for Refund Claim</p></figcaption></figure>

* You can either partially refund the amount or fully refund the claim amount to the customer as per your store policies.

#### Re-Order Claim

1. **Reorder a Claim**:

   * Click on the **"Fulfill Claim"** button and select the **"Re-order"** option from the dropdown menu.

   <figure><img src="https://3268869593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTMi2PAaPTTOdVXrEeup0%2Fuploads%2FbO95kiPp8U003q9EuRnf%2FScreenshot%202025-10-14%20164830.png?alt=media&amp;token=6a96fb3c-b109-4c28-86ba-cc3afdbb2b30" alt=""><figcaption></figcaption></figure>

* Insert the number of reordered hats that need to be reordered, or choose to reorder the entire order.

<figure><img src="https://3268869593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTMi2PAaPTTOdVXrEeup0%2Fuploads%2FfWQfwS3AESVmLxJh7zbZ%2FScreenshot%202025-10-14%20164840.png?alt=media&amp;token=bfe385bf-a570-45ba-bd44-97e4b982676b" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3268869593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTMi2PAaPTTOdVXrEeup0%2Fuploads%2FWIzScE6yGpUSbAI5DX3s%2FScreenshot%202025-10-14%20164855.png?alt=media&amp;token=0e64eee2-6090-4f95-987d-5f87ab926a6b" alt=""><figcaption></figcaption></figure>

* Click on the **"Claim"** button after entering the required information.

#### Store Credit:

#### Go to **Fulfill Claim**

* Navigate to the **Fulfill Claim** section from your claim management dashboard. Click on the dropdown menu under **Select Claim Type** to view available options.

<figure><img src="https://3268869593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTMi2PAaPTTOdVXrEeup0%2Fuploads%2FlrJGSIWzSmanXWNK7yGJ%2FScreenshot%202025-10-14%20164830.png?alt=media&amp;token=77bd1c22-11ea-4249-b4e6-393c36ac551c" alt=""><figcaption></figcaption></figure>

* Choose **"Store Credit"** from the dropdown list to issue the customer a store credit for the claimed item. In the text box, provide a short explanation for issuing store credit.

<figure><img src="https://3268869593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTMi2PAaPTTOdVXrEeup0%2Fuploads%2Fw94wSgXRsrPZa9pCBKMu%2FScreenshot%202025-10-14%20170122.png?alt=media&amp;token=1bd29af2-0525-4823-a0ee-15eb8522c5eb" alt=""><figcaption></figcaption></figure>

* After entering the necessary details, click **Add Store Credit** to complete the process.

### Claim Statuses in Request List

* **Requested**: The customer has requested a claim.
* **In Progress**: The customer service team is reviewing the claim.
* **Approved**: The claim is valid; the merchandise will be reordered, or the amount will be fully refunded to the customer.
* **Partially Approved**: This applies to multiple orders in a single shipment, meaning only part of the claim was valid and approved.
* **Cancel**: The claim is denied due to false claims or improper activity.

### Allowing Claims from the Front End

1. **Enable Claim Form**:
   * Go to theme customization from store themes.
   * Add the Insureful Claim Form extension to the page where you want to display the claim form.

<figure><img src="https://3268869593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTMi2PAaPTTOdVXrEeup0%2Fuploads%2FTydT75KJqhAKBQP7K2gg%2FC7.png?alt=media&amp;token=4b7fcb06-6f20-4253-92ca-e097dadc902f" alt=""><figcaption><p>Enable Claim Form</p></figcaption></figure>

1. **Customer Claim Submission**:
   * Customers can enter the email ID used to place the order, the order number, and the reason for the claim.
   * After filling in the details, they can submit the claim.

<figure><img src="https://3268869593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTMi2PAaPTTOdVXrEeup0%2Fuploads%2FSWjXswbJn2U9b3lTzve3%2FC8.png?alt=media&amp;token=62b2f5fa-12f3-4b99-af3c-af7fd2ae9a71" alt=""><figcaption><p>Insureful Claim Page</p></figcaption></figure>

<figure><img src="https://3268869593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTMi2PAaPTTOdVXrEeup0%2Fuploads%2FuG44ARDRoNWl1Z4BzKma%2FC9.png?alt=media&amp;token=d521dbff-dd0a-4810-8dc4-5819cb058767" alt=""><figcaption><p>Find the Claim button</p></figcaption></figure>

<figure><img src="https://3268869593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTMi2PAaPTTOdVXrEeup0%2Fuploads%2F3dHlzTcJL5bxrxeJq28s%2F10.png?alt=media&amp;token=db6b4b76-99c0-45fc-b9db-2e91d5386382" alt=""><figcaption><p>Find where to Insert reason , add the images of the product and button to submit to request for claim</p></figcaption></figure>

1. **Email Notifications**:
   * Both the admin and the customer will receive email notifications for the claim request.
