Winter Edition
Everything we've shipped to help you sell more protection plans, resolve claims faster, and turn post-purchase into a growth channel.
Get Started FreePlan Configuration
Fine-tune every aspect of your protection plans โ languages, currencies, regions, and eligibility rules.
Multi-Language Support
Serve protection plan content in your customers' language. Plan names, descriptions, and terms automatically localize based on storefront locale.
- Auto-detect storefront locale
- AI-powered translations for plan content
- Support for 16+ languages out of the box
Multi-Currency Support
Sell warranties in whatever currency your store uses. Prices display in the customer's local currency at checkout โ no conversion needed.
- Uses your store's native currency
- Localized price formatting per region
- Revenue reporting in your base currency
| Store | Currency | Plan Price |
|---|---|---|
| US Store | USD ($) | $49.99 |
| EU Store | EUR (โฌ) | โฌ45.99 |
| UK Store | GBP (ยฃ) | ยฃ39.99 |
| CA Store | CAD (C$) | C$67.99 |
| AU Store | AUD (A$) | A$75.99 |
Geo Limits
Restrict protection plan availability by country, region, or state. Only show eligible plans based on the customer's shipping address.
- Country and region-level restrictions
- Address-based auto-detection
- Per-plan geographic rules
Conditional Eligibility Builder
Create rule-based eligibility conditions using product type, price range, tags, or variant options to control which products qualify for which plans.
- Visual rule builder with drag-and-drop
- Smart conditions based on catalog data
- Combine AND/OR logic for complex rules
| Product | Status |
|---|---|
| MacBook Pro 16" | โ Eligible |
| iPhone 15 Pro | โ Eligible |
| AirPods Case | โ Below $100 |
| USB-C Cable | โ Accessory |
Eligibility Preview
Preview exactly which products in your catalog match your eligibility rules before publishing. Catch misconfigurations before they go live.
- Real-time product matching preview
- Catch conflicts before publishing
- Filter and search matched products
Customize Pricing Rules
Build tiered warranty pricing that adapts to product value. Exclude irrelevant variant options and define price brackets so every plan is priced right.
- Exclude add-on variants like support contracts
- Tiered pricing by product value range
- Per-plan pricing rule configuration
| Product Value | 1-Year Plan | 2-Year Plan |
|---|---|---|
| $100 โ $200 | $50 | โ |
| $200 โ $500 | $100 | $200 |
| $500 โ $1,000 | $175 | $350 |
| $1,000+ | $250 | $450 |
Updated Eligibility Logic Display
A redesigned visual breakdown of your eligibility rules showing exactly how conditions are evaluated, which products match, and why.
- Visual AND/OR logic tree
- Per-condition pass/fail indicators
- Live match-rate percentage
| Condition | Status |
|---|---|
| Category = Bikes | โ Pass |
| Price > $500 | โ Pass |
| Tag = Premium | โ Fail |
| In Stock = True | โ Warn |
Sales & Checkout
Sell more protection plans at every touchpoint โ checkout, product pages, and post-purchase.
Shipping Protection
Offer one-click shipping coverage at checkout. Customers get instant reimbursement for lost, stolen, or damaged packages โ resolved in hours, not weeks.
- One-click checkout add-on
- AI-powered instant claim resolution
- Coverage for lost, stolen, and damaged
Custom Positioning PDP Widget
Place the protection plan widget exactly where you want on your product page. Full control over position, styling, and behavior โ no theme code editing required.
- Drag-and-drop widget placement
- No theme code changes required
- Full style and behavior customization
<div data-umbrella-widget
position="below-price"
style="inline" />3rd-Party Post-Purchase Upsells
Let customers who bought your products from retailers come directly to you and purchase a protection plan after the sale โ a new direct revenue channel.
- New direct-to-consumer revenue channel
- Branded post-purchase landing pages
- Works with any retail partner
Adjustable Post-Purchase Window
Set custom time windows for how long after purchase a customer can still add a protection plan. Configure per product category or plan type.
- Fully flexible window configuration
- Enable 3rd-party post-purchase protection
- Customer-facing countdown display
Claims & Service
Streamline every step of the claims process โ from filing to resolution to replacement.
Custom Claim Pages
Build fully branded claim submission pages with your logo, colors, and domain. Give customers a seamless experience that looks and feels like your store.
- Your logo, colors, and domain
- Mobile-optimized claim flow
- Seamless brand experience
Claim Form Embed
Embed your claim submission form directly on your own website. Customers file claims without ever leaving your store.
- Two-line embed code integration
- Customers never leave your site
- Auto-syncs with your Umbrella dashboard
<script src="umbrella.js">
</script>
<div id="umbrella-claims">
</div>Serial Number Validation
Require and validate serial numbers during warranty registration or claim filing. Prevent fraud and ensure coverage matches the actual product.
- Real-time serial number verification
- Prevent fraudulent claims
- Custom format validation rules
Claim Limits
Set maximum claim counts per policy โ limit the number of claims a customer can file within a coverage period to manage risk and control costs.
- Per-policy claim caps
- Yearly or lifetime limit options
- Automatic enforcement at filing
| Date | Type | Status |
|---|---|---|
| Jan 15 | Screen Crack | โ Resolved |
| Mar 8 | Battery Issue | โ Resolved |
| โ | โ | 1 remaining |
Deductibles
Configure flat-rate or percentage-based deductibles per plan. Customers pay a defined amount at claim time, reducing your exposure on every resolution.
- Flat-rate or percentage-based
- Configurable per plan type
- Transparent customer-facing display
| Type | Amount | On $299 Claim | On $799 Claim |
|---|---|---|---|
| Flat Rate | $10 | $10.00 | $10.00 |
| Percentage | 5% | $14.95 | $39.95 |
New Resolution Options
Resolve claims with the right outcome every time. Choose between replacement, refund, or store credit โ all from a single interface.
- Replace, refund, or store credit in one click
- Auto-creates Shopify orders for replacements
- Flexible resolution per claim type
| Claim | Customer | Type | Status |
|---|---|---|---|
| #CLM-892 | Sarah J. | ๐ฆ Replace | Shipped |
| #CLM-891 | Mike R. | ๐ณ Refund | Completed |
| #CLM-890 | Alex K. | ๐ท Credit | Issued |
Data & Platform
Import, export, and manage your warranty data at scale with powerful platform tools.
Bulk Plan Import
Upload hundreds of SKU-to-plan mappings at once via CSV. The system validates, deduplicates, and maps plans to your catalog automatically.
- CSV upload with drag-and-drop
- Auto-validation and deduplication
- Batch mapping to your catalog
| SKU | Plan | Status |
|---|---|---|
| TRK-FX3-BK | 2-Year Protection | โ Valid |
| TRK-FX3-RD | 2-Year Protection | โ Duplicate |
| CND-TS-105 | 3-Year Premium | โ Valid |
| SPZ-ROUBAIX | โ | โ No Plan |
| GNT-DEFY-2 | 1-Year Basic | โ Valid |
CSV Export Policies
Export your full policy book as a CSV โ filter by date range, status, product, or plan type. Use the data in your own analytics, accounting, or reporting tools.
- Filter by date, status, and product
- One-click CSV or Excel download
- Use in your own reporting tools
| Policy # | Customer | Product | Status |
|---|---|---|---|
| POL-8291 | Sarah J. | Trek FX 3 | Active |
| POL-8290 | Mike R. | iPhone 15 | Active |
| POL-8289 | Alex K. | Samsung TV | Pending |
| POL-8288 | Lisa M. | MacBook Air | Active |
Google Sign-In
Let your team log into the Umbrella dashboard with their Google Workspace accounts. One less password to manage, with SSO security built in.
- Google Workspace SSO integration
- Team role management built in
- Enterprise-grade security
| Name | Role |
|---|---|
| SJ Sarah Johnson | Admin |
| MR Mike Ross | Editor |
| AK Alex Kim | Viewer |
More features on the way
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