General Questions
How to configure the app after installation?
After installing the Insureful app, the insurance switcher will automatically appear on your cart page based on your configuration settings. To configure the app further:
Navigate to the Insureful app in your Shopify admin dashboard.
Follow the setup wizard to choose your insurance plan types and set their values.
Customize the insurance switcher settings to fit your store’s design and functionality needs.
What are the insurance plans?
Insureful offers two types of insurance plans: Fixed and Percentage. These plans are determined based on the cart's minimum and maximum values.
Types of Plans:
Fixed Plan:
Plan by Cart Values: Create multiple plans based on the cart's minimum and maximum amounts. For example, you can set different insurance amounts for carts valued between $0-$50, $51-$100, and so on.
Single Plan: Charge a fixed amount regardless of the cart value, suitable for uniform insurance coverage.
Percentage Plan:
Plan by Cart Values: Create multiple plans where the insurance charge is a percentage of the cart's minimum and maximum amounts. For example, 5% of the cart value for carts valued between $0-$50, 7% for carts between $51-$100, etc.
Single Plan: Charge a fixed percentage of the cart value, providing a scalable insurance fee based on the total cart amount.
How can customers claim shipping protection insurance?
Customers can submit a claim for shipping protection insurance by following these steps:
Open the claim page on your store.
Enter the email address used for the order and the order ID.
Submit the claim request with the reason and any necessary attachments (e.g., photos of damaged goods).
Once submitted, the admin will review and fulfill the claim request. Both the customer and the admin will receive email notifications about the claim status.
How do I manage and edit insurance plans?
Add a New Plan:
Go to the Insurance Plans section in the Insureful app.
Click on the "Add New Plan" button.
Fill in the required details (Plan Name, Minimum Amount, Maximum Amount, Insurance Amount/Percentage).
Save the plan.
Edit an Existing Plan:
In the Insurance Plans section, locate the plan you want to edit.
Click on the "Edit" button.
Update the necessary details.
Save the changes.
Delete a Plan:
In the Insurance Plans section, find the plan you wish to delete.
Click on the "Delete" button.
Confirm the deletion.
What email notifications are available?
Insureful provides several email templates for both customers and admins to keep everyone informed about the status of their insurance claims:
Claim Request Template for Admin: Notification sent to the admin when a customer submits a claim.
Claim Requested Email for Customer: Confirmation email sent to the customer upon submitting a claim.
Claim Refund Email for Customer: Notification sent to the customer when a refund is processed.
Claim Re-Order Email for Customer: Notification sent to the customer when a reorder is processed.
Claim Cancel Email for Customer: Notification sent to the customer if their claim is rejected.
Admins can edit the subject and content of these emails to match their store’s tone and style.
Who will fulfill the claim and send money? Are you an insurance company?
No, we are not an insurance company. Insureful is a self-service platform that allows merchants to create and manage their own shipping protection plans. When a claim is submitted, the merchant (store owner) is responsible for reviewing and fulfilling the claim, whether through a refund or reorder. All claims and payouts are managed directly by the merchant, according to their store's policies and procedures. Insureful provides the tools and platform to facilitate this process but does not underwrite or insure the claims.
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