Plan & Billing

The Plan & Billing panel in Umbrella allows you to choose the subscription tier that fits your store’s size, protection program complexity, and integration needs. Every plan includes access to warranty sales, claims, and resolution workflows — with increasing levels of customization, automation, and support as you move up tiers.

You can manage your current plan, billing method, and trial status from this tab at any time.

Available Plans

Basic

For small stores or brands starting with warranties for the first time.

• $149/month
• +15% of warranty revenue

Includes:

• Up to 2 warranty plans
• Product Page Widget (Inline or Modal)
• Native Claims Portal
• Automated Resolution Options
• Email Support
• Full access to dashboard, orders, policies, and reporting

Pro

For growing merchants who want deeper customization, analytics, and higher volume capabilities.

• $499/month
• +10% of warranty revenue

Everything in Basic, plus:

• Up to 10 warranty plans
• 5 user accounts
• Checkout Widget integration (Shopify & custom carts)
• Option to remove Umbrella branding from widgets
• Phone Support
• Enhanced analytics and fraud tools

Enterprise

For large brands and retailers requiring full API access, unlimited scale, and white-glove support.

• $1,399/month
• Custom usage terms, no revenue share required (optional)

Everything in Pro, plus:

• Unlimited plans
• Unlimited users
• Fully custom widgets
• Full access to REST API
• Priority phone support
• Dedicated account manager
• Integration assistance and SLAs

Free Trial

All plans start with a 30-day free trial, no credit card required.
You can cancel or downgrade at any time before the trial ends without being charged.

Billing Features

• View and update credit card or billing method
• Download monthly invoices
• Track monthly revenue share (if applicable)
• See plan usage (e.g. active policies, plans created, claims filed)

Billing is monthly, and plan upgrades/downgrades are prorated.

Switching Plans

You can switch between plans anytime. When upgrading, features are available instantly. When downgrading, any over-limit items (plans, users, features) will be locked at the end of the current billing cycle unless removed manually.

Best Practices

• Start on Pro if you plan to run more than 2 plans, remove branding, or allow team access
• Use Basic to trial your first embedded warranty offers
• Upgrade to Enterprise if you need full API integrations or programmatic control at scale
• Monitor your warranty revenue vs. cost in Analytics to see if a flat-fee plan makes more sense than revenue share

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