7 features
计划配置
精细调整保障计划的每个方面 — 语言、货币、地区和资格规则。
多语言支持
以客户的语言提供保障计划内容。计划名称、描述和条款根据店面语言自动本地化。
- 自动检测店面语言
- AI 驱动的计划内容翻译
- 开箱即用支持 16+ 种语言
Language Selector
🇺🇸English
🇪🇸Español
🇫🇷Français
🇩🇪Deutsch
🇯🇵日本語
Plan Translation Preview
EN
2-Year Protection
Covers accidental damage, defects, and normal wear.
$49.99
ES
Protección de 2 Años
Cubre daños accidentales, defectos y desgaste normal.
€45.99
Browser
→
Detect Locale
→
Localized Content
ENESFRDEITPTJAKOZHNLSVPLDAFINOTR
Auto-translated by AI
多币种支持
以您店铺使用的任何货币销售保修。结账时以客户的本地货币显示价格 — 无需转换。
- 使用您店铺的原生货币
- 按地区本地化的价格格式
- 以您的基准货币进行收入报告
Store Currency Display
$49.99USD
↓
€45.99EUR
↓
£39.99GBP
Checkout Preview
2-Year Protection Plan€45.99
Product Subtotal€299.00
Total€344.99
Prices shown in EUR for Germany
Store Currency Settings
| Store | Currency | Plan Price |
|---|---|---|
| US Store | USD ($) | $49.99 |
| EU Store | EUR (€) | €45.99 |
| UK Store | GBP (£) | £39.99 |
| CA Store | CAD (C$) | C$67.99 |
| AU Store | AUD (A$) | A$75.99 |
USDEURGBPCADAUDJPYCHFSEKNZD
Revenue by Currency
地理限制
按国家、地区或州限制保障计划的可用性。根据客户的配送地址仅显示符合条件的计划。
- 国家和地区级别的限制
- 基于地址的自动检测
- 每个计划的地理规则
Region Availability
🇺🇸US
🇨🇦CA
🇬🇧UK
🇩🇪DE
🇦🇺AU
🇫🇷FR
Geo Rule Builder
Show plan when
Countryis inUS, CA, UK, FR
AND
Regionis notQuebec
Address
→
Geo Check
→
Show Plans
Plan not available in this region
12Countries enabled
3Regions blocked
95%Coverage
条件资格构建器
使用产品类型、价格范围、标签或变体选项创建基于规则的资格条件，控制哪些产品适用哪些计划。
- 支持拖放的可视化规则构建器
- 基于目录数据的智能条件
- 组合 AND/OR 逻辑应对复杂规则
Eligibility Rules
IFProduct Type=Electronics
ANDPrice>$100
THENShow Plan A
Logic Tree
AND
Type = Electronics ✓
Price > $100 ✓
Tag ≠ Clearance ✗
Match Results
| Product | Status |
|---|---|
| MacBook Pro 16" | ✓ Eligible |
| iPhone 15 Pro | ✓ Eligible |
| AirPods Case | ✗ Below $100 |
| USB-C Cable | ✗ Accessory |
Product TypePrice RangeTagsVariantsBrandCollection
Suggestion
资格预览
在发布之前，精确预览目录中哪些产品符合您的资格规则。在上线前发现配置错误。
- 实时产品匹配预览
- 发布前发现冲突
- 筛选和搜索匹配的产品
Product Eligibility Preview
Trek FX 3
✓
Cannondale Topstone
✓
Water Bottle
✗
Specialized Roubaix
✓
Bike Lock
✗
Giant Defy
✓
142Matched
18Excluded
Rule Comparison
Draft
Type = Bikes AND Price > $200
142 products
Published
Type = Bikes
160 products
Quick Filters
Category: Bikes
Price: $200+
Status: Active only
自定义定价规则
构建适应产品价值的分级保修定价。排除不相关的变体选项并定义价格档次，确保每个计划定价合理。
- 排除附加变体（如支持合同）
- 按产品价值范围分级定价
- 每个计划的定价规则配置
Variant Pricing Options
Support ContractExcluded
Memory (128 GB)Affects Price
SSD (1 TB)Affects Price
Price Tier Rules
| Product Value | 1-Year Plan | 2-Year Plan |
|---|---|---|
| $100 – $200 | $50 | — |
| $200 – $500 | $100 | $200 |
| $500 – $1,000 | $175 | $350 |
| $1,000+ | $250 | $450 |
Pricing Example
Memory (128 GB)$200
SSD (1 TB)$150
Support ContractExcluded
Product Value$350
→ Tier: $200–$5001yr = $100
4 price tiers configured
更新的资格逻辑展示
重新设计的资格规则可视化分解，精确展示条件如何被评估、哪些产品匹配及原因。
- 可视化 AND/OR 逻辑树
- 每个条件的通过/未通过指示器
- 实时匹配率百分比
Logic Tree
AND
Category = Bikes ✓
OR
Price > $500 ✓
Tag = Premium ✗
Condition Evaluation
| Condition | Status |
|---|---|
| Category = Bikes | ✓ Pass |
| Price > $500 | ✓ Pass |
| Tag = Premium | ✗ Fail |
| In Stock = True | ⚠ Warn |
Match Breakdown
78%
142 matched
of 182 total products
Evaluation Status
Products scanned1,847
Processing100%
Evaluation attempts3
Match rate97.2%
Display Comparison
Old
category=bikes AND (price>500 OR tag=premium)
New
ANDCategory = Bikes ✓
ORPrice > $500 ✓
4 features
销售与结账
在每个触点销售更多保障计划 — 结账页、产品页和售后。
物流运输保障
在结账时提供一键运输保障。客户可即时获得丢失、被盗或损坏包裹的赔偿 — 数小时内解决，而非数周。
- 一键结账附加服务
- AI 驱动的即时理赔处理
- 覆盖丢失、被盗和损坏
Checkout Widget
🛡 Lost 🛡 Stolen 🛡 Damaged
Claim Resolution Timeline
Filed0 min
AI Review2 min
Approved5 min
Reimbursed< 2 hrs
Your package is protected
<2hrResolution
99.2%Approval
$0Hassle
自定义定位 PDP 小组件
将保障计划小组件精确放置在产品页面上您想要的位置。完全控制位置、样式和行为 — 无需编辑主题代码。
- 拖放式小组件放置
- 无需修改主题代码
- 完全自定义样式和行为
Product Page Widget Positions
Trek FX 3 Disc
$849.99
← Position 1: Below Price
← Position 2: Above ATC
Add to Cart
← Position 3: Below ATC
Display Types
Inline
Modal Trigger
Select on Click
Dropdown
Builder Flow
Drawer
Placement Options
Above Add to Cart
Below Price
In Product Tabs
Custom CSS Selector
Embed Code
<div data-umbrella-widget
position="below-price"
style="inline" />Without Widget
Standard product page · no protection offer · missed revenue
With Widget
Protection offer at optimal position · 23% attach rate · +$12 AOV
第三方售后追加销售
让从零售商处购买您产品的客户直接联系您，在售后购买保障计划 — 全新的直接收入渠道。
- 全新的直接面向消费者收入渠道
- 品牌化的售后着陆页
- 适用于任何零售合作伙伴
Buy from Retailer
→
Receive Product
→
Visit Brand Site
→
Add Protection
Protect Your Purchase
Add coverage for your Trek FX 3
Revenue Channels
Customer Email
Your Trek FX 3 qualifies for protection
Hi Sarah, you recently purchased a Trek FX 3 from REI. Add extended protection directly from us.
Register Purchase
Bought from Amazon?
Upload proof of purchase to register before buying protection
Upload receipt or screenshot
可调节的售后时间窗口
设置自定义时间窗口，决定购买后多长时间内客户仍可添加保障计划。按产品类别或计划类型配置。
- 完全灵活的窗口配置
- 启用第三方售后保障
- 面向客户的倒计时显示
Post-Purchase Window
Purchase Date
Day 0 ← Flexible window → Window closes
Configuration
Window
30 days
Allow 3rd-party post-purchase
Save
Post-Purchase Upsell
Protect your Trek FX 3
You purchased this 14 days ago. Add protection now.
16 days left to add protection
3rd-party post-purchase enabled
6 features
理赔与服务
优化理赔流程的每一步 — 从提交到解决再到更换。
自定义理赔页面
使用您的品牌标识、颜色和域名构建完全品牌化的理赔提交页面。为客户提供与您店铺一致的无缝体验。
- 您的品牌标识、颜色和域名
- 移动端优化的理赔流程
- 无缝的品牌体验
YourBrand
File a Claim
We're here to help with your warranty claim
Order Number
Start Claim
Customization
Logo
📎 Upload
Color
#3b82f6
Font
Inter
Domain
claims.yourbrand.com
YourBrand
File a Claim
Order #
Submit
Generic
Default Umbrella branding · umbrella.ai domain · no customization
Branded
Your logo & colors · custom domain · seamless brand experience
✓ Logo✓ Colors✓ Font✓ Domain✓ Mobile
嵌入式理赔表单
将理赔提交表单直接嵌入您自己的网站。客户无需离开您的店铺即可提交理赔。
- 两行嵌入代码集成
- 客户无需离开您的网站
- 与您的 Umbrella 控制面板自动同步
Your Store Navigation Bar
File a Warranty Claim
Full Name
Order #
Submit Claim
Embed Code
<script src="umbrella.js">
</script>
<div id="umbrella-claims">
</div>Form Fields
Full Name
Order Number
Issue Type ▾
Description
Photo Upload
Your Store
→
Embed Code
→
Umbrella API
→
Claim Created
序列号验证
在保修注册或理赔提交时要求并验证序列号。防止欺诈并确保保障覆盖与实际产品匹配。
- 实时序列号验证
- 防止欺诈性理赔
- 自定义格式验证规则
Serial Number Input
Enter serial number...
TK-4829-|
TK-4829-7731
XX-0000-0000
Format Rules
Required format:
XX-NNNN-NNNN
Example: TK-4829-7731
2 letters 4 digits 4 digits
Enter S/N
→
Check DB
→
Match Found
→
Confirmed
847 fraudulent claims blocked
Registration Form
Product
Trek FX 3 Disc
Serial #
TK-4829-7731
✓ Serial number verified
理赔限额
设置每份保单的最大理赔次数 — 限制客户在保障期内可提交的理赔数量，以管理风险和控制成本。
- 每份保单的理赔上限
- 年度或终身限额选项
- 提交时自动执行
Claims Used
2/3
2 of 3 claims used
1 claim remaining this year
Limit Settings
Max Claims
3
Per
Year
Save
Claim History
| Date | Type | Status |
|---|---|---|
| Jan 15 | Screen Crack | ✓ Resolved |
| Mar 8 | Battery Issue | ✓ Resolved |
| — | — | 1 remaining |
Approaching claim limit (2/3)
Usage
2 used 1 available
免赔额
为每个计划配置固定金额或按比例计算的免赔额。客户在理赔时支付一定金额，降低您在每次理赔中的风险敞口。
- 固定金额或按比例计算
- 可按计划类型配置
- 透明的客户端展示
Deductible Breakdown
Plan Price$49.00
Claim Value$299.00
Deductible$10.00
Customer Pays at Claim$10.00
Comparison
| Type | Amount | On $299 Claim | On $799 Claim |
|---|---|---|---|
| Flat Rate | $10 | $10.00 | $10.00 |
| Percentage | 5% | $14.95 | $39.95 |
Configuration
Type
Flat $Percent %
Amount
$10.00
Save
Your deductible: $10.00
Cost Distribution
新增解决方案选项
每次理赔都以正确的方式解决。在更换、退款或商店积分之间选择 — 全部通过一个界面完成。
- 一键选择更换、退款或商店积分
- 自动为更换创建 Shopify 订单
- 按理赔类型灵活选择解决方案
Choose Resolution
📦
Replace
Ship new product
🔧
Repair
Fix the product
💳
Refund
Return to payment
🏷
Store Credit
Issue credit
✓ Replacement Order Created
Order#REP-1847
ProductTrek FX 3 Disc
ResolutionReplace
Recent Resolutions
| Claim | Customer | Type | Status |
|---|---|---|---|
| #CLM-892 | Sarah J. | 📦 Replace | Shipped |
| #CLM-891 | Mike R. | 💳 Refund | Completed |
| #CLM-890 | Alex K. | 🏷 Credit | Issued |
Resolve Claim
Auto-creates Shopify order for replacements
Claim #892 resolved — Replacement shipped
3 features
数据与平台
使用强大的平台工具大规模导入、导出和管理您的保修数据。
批量导入计划
通过 CSV 一次上传数百个 SKU 到计划的映射。系统自动验证、去重并将计划映射到您的目录。
- 拖放式 CSV 上传
- 自动验证和去重
- 批量映射到您的目录
CSV Upload
Drop CSV or click to browse Max 10MB · .csv format
Validation Results
| SKU | Plan | Status |
|---|---|---|
| TRK-FX3-BK | 2-Year Protection | ✓ Valid |
| TRK-FX3-RD | 2-Year Protection | ⚠ Duplicate |
| CND-TS-105 | 3-Year Premium | ✓ Valid |
| SPZ-ROUBAIX | — | ✗ No Plan |
| GNT-DEFY-2 | 1-Year Basic | ✓ Valid |
Mapping Preview
TRK-FX3→2-Year Protection
CND-TS→3-Year Premium
GNT-DEFY→1-Year Basic
Processing
847 of 1,200 rows
70% complete · ~12s remaining
1,147Mapped
42Duplicates
11Errors
CSV 导出保单
将完整的保单记录导出为 CSV — 按日期范围、状态、产品或计划类型筛选。在您自己的分析、会计或报告工具中使用数据。
- 按日期、状态和产品筛选
- 一键下载 CSV 或 Excel
- 在您自己的报告工具中使用
Export Policies
Format
CSVExcel
Export
Filters
Date
Last 30 days
Status
Active
Product
All Products
Preview
| 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 |
policies-export-2024-03.csv
Last 30 days ✕Active ✕Electronics ✕
Google 登录
让您的团队使用 Google Workspace 账户登录 Umbrella 控制面板。少记一个密码，内置 SSO 安全保障。
- Google Workspace SSO 集成
- 内置团队角色管理
- 企业级安全
Password Login
Email
Password
2FA Code
+ Forgot password flow
Google SSO
Sign in with Google
One click · Secure · No password
Sign in with Google
Team Members
| Name | Role |
|---|---|
| SJ Sarah Johnson | Admin |
| MR Mike Ross | Editor |
| AK Alex Kim | Viewer |
🔒 SSO🛡 2FA☁ Workspace📋 Audit Log
Connect
→
Invite Team
→
Set Roles
Stay Updated
More features on the way
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