Summer Edition
Everything we've shipped this season to help you sell more protection plans, resolve claims faster, and turn post-purchase into a growth channel.
Get Started FreeSales & Checkout
Capture more protection revenue at every step — cart, checkout, product page, and win-back.
Whole-Cart Protection
Offer a single protection plan that covers every item in the customer's cart. A purpose-built widget sits right beside the checkout button, and a clean modal shows exactly what's covered before customers opt in.
- One plan covers the entire cart
- Widget sits right next to the checkout button
- Clean coverage modal builds buyer confidence
Checkout-Time Protection Upsell
When a customer clicks Checkout without choosing protection, a clean modal pops up with one final chance to add coverage — shown only when the cart total falls within thresholds you set.
- Last-chance modal at the moment of intent
- Min/max cart thresholds you control
- Widgets auto-hide when customers return from checkout
Native Shopify Checkout Blocks
Whole-cart and shipping protection now run as native Shopify checkout extension blocks, fully integrated with the official checkout UI — so the block renders the same no matter what theme your store uses.
- Official Shopify checkout extension blocks
- Fully integrated with the checkout UI
- Identical rendering on every theme
Instant Liquid PDP Widget
A new Liquid-rendered product-page widget appears the moment the page loads — no waiting for JavaScript. When it's present, the JS widget steps out of the way automatically, so there's no double-rendering and no flicker.
- Visible instantly at page load
- JS widget steps aside — zero flicker
- Built-in classes and data attributes for restyling
<div class="umbrella-pdp"
data-widget="liquid"
data-position="below-price" />Win-Back Campaigns
Launch targeted win-back email campaigns that surface tailored protection offers to customers whose coverage has expired — or who never opted in. Upload any list of past customers and Umbrella queues the right offer for each.
- Upload any customer list as CSV
- Eligibility and offers matched automatically
- Preview and test-send before going live
| Customer | Product | Offer |
|---|---|---|
| Sarah J. | Rydr FX 3 | ✓ Renewal |
| Mike R. | iPhone 15 | First offer |
| Alex K. | Samsung TV | ✓ Renewal |
| Lisa M. | USB-C Cable | ✗ Not eligible |
Widget Intelligence & Speed
Widgets now understand Shopify bundles, render prices in the correct locale format, and pick the right warranty tier automatically as variants and cart totals change — all served near-instantly from slimmed, cached data.
- Accurate coverage on every bundle component
- Automatic tier selection on variant and cart changes
- Slim, cached payloads — options appear near-instantly
| Cart Total | Tier | Plan Price |
|---|---|---|
| $0 – $200 | Tier 1 | $29 |
| $200 – $500 | Tier 2 | $59 ✓ |
| $500 – $1,000 | Tier 3 | $89 |
| $1,000+ | Tier 4 | $129 |
Claims & Fraud
Resolve claims faster, verify what's covered, and stop fraud before it ships.
Fraud Guard for Shopify Checkout
A native Shopify checkout function evaluates risk signals in real time and stops flagged orders before they ever reach your fulfillment queue.
- Set your own thresholds — cart values, mismatched addresses, high-risk regions
- Blocks flagged orders at the checkout layer, before fulfillment
- Runs as a first-class Shopify extension on every checkout flow and theme
Replace with Any Product
Resolve claims with a replacement from anywhere in your catalog — search your full store without ever leaving the claims modal.
- Fast type-as-you-go search across your entire catalog
- Issue the replacement order directly from the claims modal
- Serial-tied policies require customer confirmation before the claim proceeds
Serial Number Management
Add, edit, and manage serial numbers right from the dashboard — perfect for one-off coverage or post-purchase activation.
- Add individual serial numbers to any warranty in seconds
- Edit any serial in a focused dialog without leaving the table
- New sidebar shortcut jumps straight to the Add Serial Number flow
| Serial Number | Product | Status |
|---|---|---|
| SN-4471-2209 | Rydr FX 3 | Active |
| SN-4471-2210 | Aria Headphones | Active |
| SN-9982-0031 | Volt E-Bike 500 | ✎ Editing |
| SN-2201-8845 | Solo Grill Pro | Active |
Registration & Eligibility Controls
Cut fraud at the front door with organization-wide registration requirements, proof-of-purchase uploads, and cart-total thresholds.
- Require registration for every warranty with one org-level toggle
- Optional proof-of-purchase upload before a product can be registered
- Min/max cart totals for whole-cart and shipping protection — inactive warranties skipped automatically
| Protection | Minimum | Maximum |
|---|---|---|
| Whole-Cart Protection | $50 | $5,000 |
| Shipping Protection | $25 | $2,500 |
| Warranty | Status |
|---|---|
| 2-Year Protection | ✓ Evaluated |
| 3-Year Premium | ✓ Evaluated |
| Legacy Plan 2022 | ↷ Skipped |
Team Notes on Policies & Claims
Leave internal notes on any policy or claim so your team stays aligned — no more hunting through spreadsheets or Slack threads.
- Every note stamped with author name and time for clean audit trails
- Update or remove your own notes with permissioned controls
- Perfect for handoffs between support, claims, and ops
Customer Experience
Every touchpoint — forms, emails, and policy pages — now feels unmistakably like your brand.
Embed Form Customization
A new visual editor lets you customize the look of every embedded form — claims, registration, policies, and post-purchase — without touching code.
- Override any label or message per language
- Format descriptions with bold, links, and lists
- Match your brand voice on every form
| Language | Field | Custom Label |
|---|---|---|
| 🇺🇸 English | Submit button | "Start My Claim" |
| 🇪🇸 Español | Submit button | "Iniciar mi reclamo" |
| 🇫🇷 Français | Success message | "Merci ! Votre demande est envoyée" |
| 🇩🇪 Deutsch | Order field | "Bestellnummer" |
Post-Purchase Form Power-Ups
Customers can find their orders with just an email address — no order number needed — and choose exactly how many units to protect.
- Order lookup with just an email address
- Quantity selector for multi-unit protection
- Smart alert when one warranty covers it all
Richer Policy Pages
Policy pages now show the full picture — future coverage displays as "Upcoming", and every policy shows purchase, start, and expiration dates at a glance. Confirmation emails link straight to order details.
- "Upcoming" status for future-dated coverage
- Purchase, start, and expiration dates together
- Lifetime plans display as "Lifetime Coverage"
| Product | Status |
|---|---|
| Rydr FX 3 | Active |
| Peak Tent 4 | Upcoming |
| Trail Cam X2 | Expired |
| Aeron Blender | Lifetime |
One Email per Order
When a customer buys multiple protected products, they receive a single consolidated confirmation email instead of one per policy.
- Every plan from the order in one clean email
- A summary customers actually read
- Less inbox clutter, fewer support questions
Localized Everything
Policy status labels, term durations, and coverage names now appear in the customer's chosen language on every policy page.
- Status labels translated on every policy page
- Term durations like "2-Year Coverage" localized
- Refined Spanish terms across policies and claims
| Status | ES | FR | DE |
|---|---|---|---|
| Active | Activa | Actif | Aktiv |
| Pending | Pendiente | En attente | Ausstehend |
| Expired | Vencida | Expiré | Abgelaufen |
| Lifetime | De por Vida | À Vie | Lebenslang |
Data & Operations
Run the whole program — reporting, billing, and back-office — from one dashboard.
Sales Reports by Warranty Type
Split your sales reports by warranty, shipping protection, and whole-cart protection — and see exactly which programs drive your revenue.
- Per-program trend, volume, profitability & claims charts
- Consistent colors per warranty type across every chart
- Switch combined and per-type views in a single click
| Program | Revenue | Claims | Margin |
|---|---|---|---|
| Warranty | $84.2K | 312 | 68% |
| Shipping Protection | $32.6K | 148 | 74% |
| Whole-Cart | $18.9K | 61 | 71% |
Product Coverage Insights
A coverage card on every product page shows exactly which warranties cover it — so you can answer merchandising questions instantly.
- Coverage card on every product page
- Compact coverage column in the products table
- Scan your entire catalog for coverage gaps
| Product | SKU | Coverage |
|---|---|---|
| Rydr FX 3 Disc | TRK-FX3-BK | 3 plans |
| Cannondale Topstone | CND-TS-105 | 2 plans |
| Giant Defy | GNT-DEFY-2 | 1 plan |
| Water Bottle | WB-750-CL | Not covered |
Historical Order Import
Pull historical Shopify orders into Umbrella and retroactively enroll them in warranty and shipping protection — no customer left behind.
- Retroactive enrollment for past orders
- Background imports with live progress updates
- Onboard an established catalog in one click
| Order | Date | Status |
|---|---|---|
| #10234 | Mar 12, 2023 | ✓ Enrolled |
| #9871 | Nov 3, 2023 | ✓ Enrolled |
| #8452 | Jun 21, 2023 | ⚠ Already covered |
| #10501 | May 2, 2024 | ✓ Enrolled |
Draft Orders in Shopify Admin
Build draft orders for B2B, custom quotes, or invoiced sales — and attach warranty protection right inside the Shopify order editor.
- Dedicated Add Protection block in the draft order editor
- Apply plans without leaving Shopify admin
- Built for B2B, custom quotes & invoiced sales
More features on the way
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