# Insurance Plan

## Fixed Plan—Plan by Cart Value

1. **Navigate to Insurance Plans Menu**: Go to the Insurance Plans menu from the main menu.
2. **Choose a Fixed Plan**: Click the edit button, select the insurance plan type to "**Fixed**" and plan type to "**Plan by Cart Value."**
3. **Select Plan by Cart Value**: Choose the Plan by Cart Value option under Fixed Plan.
4. **View Existing Plans**: You will see the list of created plans in the section below.
5. **Create a New Plan**:

   * Click on the **"Add New Plan"** button.
   * A popup will appear.
   * Enter the following details:
     * **Plan Name**
     * **Minimum Amount**
     * **Maximum Amount**
     * **Amount for Insurance**
   * Click the **"Create"** button.
   * The new plan will appear in the list.

   <figure><img src="/files/RZtexmMLpbHrMIuaDNlm" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/kCY5EtJvWd35n0LHMvr9" alt=""><figcaption></figcaption></figure>

### **Fixed - Single Plan**

1. **Add or Update Single Plan**:
   * Click on the Edit Plan button
   * Select Fixed Plan and then Plan Type, and click on the update button.
   * Enter the plan name and amount in the listing section.
   * Click the **"Save"** button to save your changes.

<figure><img src="/files/hQi1k27qPnxVf2e1jFEb" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/CDh3AMKMvBWp9KbhjAp6" alt=""><figcaption></figcaption></figure>

#### Edit Plan

1. **Edit an existing plan:**
   * Click on the three dots and then the **"Edit"** button for the respective plan in the listing section.
   * A popup will display with the current plan details.
   * Adjust the values as needed.
   * Click the **"Update"** button to save your changes.

<figure><img src="/files/7EadQuf8pW1radkYaZMy" alt=""><figcaption></figcaption></figure>

**Delete Plan**

* Click on the 3 dots and then the **"Delete"** button in the plan listing section.

### Percentage Plan—Single Plan

1. **Add or Update Single Plan**:
   * Select Percentage Plan and then choose Single Plan.
   * Enter the plan name and percentage in the listing section.
   * Click the **"Save"** button to save your changes.

<figure><img src="/files/kgvXW5zqrW5OReqxAQ38" alt=""><figcaption><p>Select Percentage Plan and Enter the Details </p></figcaption></figure>

#### Edit Plan

1. **Edit an Existing Plan**:

   * Click on the 3 dots and then the **"Edit"** button for the respective plan in the listing section.
   * A popup will display with the current plan details.
   * Adjust the values as needed.
   * Click the **"Update"** button to save your changes.

<figure><img src="/files/kkfSMEVtoQupzJ9XDeRS" alt=""><figcaption></figcaption></figure>

### Advanced settings:&#x20;

When creating a **Percentage Plan Type** in Insureful, you can set a **Minimum Amount** and **Maximum Amount** to define the cart value range where the plan will apply. Along with the percentage, the app calculates an **increment amount** to determine how the insurance fee scales within that range.

#### How It Works

<figure><img src="/files/ivb0rY8wCf4dFEenRHBP" alt=""><figcaption></figcaption></figure>

How does it work?&#x20;

* Enter the **minimum amount** and **maximum amount** for your plan.
* Based on the range, the system automatically calculates a default **increment amount.**
  * Example: If Minimum Amount = **1000.00** and Maximum Amount = **2000.00**, the calculated Increment Amount will be **1.5**.
* The increment amount ensures that the percentage fee is applied in stepwise calculations across the defined range.
* You can **manually adjust** the increment amount using the slider or input box to better align with your business needs.

## Percentage-Plan by Cart Value

1. **Navigate to Insurance Plans Menu**: Go to the Insurance Plans menu from the main menu.
2. **Choose a Percentage Plan**: Click the edit button, select the insurance plan type to "**Percentage**" and plan type to "**Plan by Cart Value."**
3. **Select Plan by Cart Value**: Choose the Plan by Cart Value option under Percentage Plan.
4. **View Existing Plans**: You will see the list of created plans in the section below.
5. **Create a New Plan**:
   * Click on the **"Add New Plan"** button.
   * A popup will appear.
   * Enter the following details:
     * **Plan Name**
     * **Minimum Amount**
     * **Maximum Amount**
     * **Percentage for Insurance**
   * Click the **"Create"** button.
   * The new plan will appear in the list.

<figure><img src="/files/G2JgGJqCPFIlV1DXNMku" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/nYXHZvj971v7rYtSD7U1" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/IhmtX0ccZ5DFfD8FRoan" alt=""><figcaption></figcaption></figure>

#### Delete Plan

* Click on the 3 dots and then the **"Delete"** button in the plan listing section.


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