Products Module

The Products module in Umbrella is where your product catalog is managed and enriched with warranty data. This is where you link protection plans to individual SKUs, review plan performance at the product level, and access analytics that help optimize your attach rates, revenue, and profitability.

Products are automatically synced from your e-commerce platform (e.g. Shopify), including essential data like vendor, tags, and product type. This lets you build logic-based rules for plan eligibility, while maintaining control over the final offer per SKU.

Accessing Products

• From the Umbrella sidebar, go to Products
• You'll see a searchable, filterable list of synced products
• Click any product to view its full profile, which includes:
  • Product Info
  • Warranties
  • Analytics

Product Info Tab

The Product Info tab displays key product metadata, synced from your store:

• Vendor
  The supplier or brand associated with the product (used for plan eligibility rules)
• Product Type
  The category or type (e.g. “Mountain Bike”, “Television”)
• Description
  Auto-imported from your store (read-only for reference)
• Tags
  Shopify tags or internal metadata used for plan filtering
• Product Images
  Shown for internal clarity — images are not editable from Umbrella

You cannot edit product information in Umbrella. This data is for reference only and remains managed by your primary e-commerce platform (e.g. Shopify, BigCommerce, etc.).

Warranties Tab

The Warranties tab allows you to assign a protection plan to the product from a list of eligible plans.

How It Works:

• If a product matches multiple plans (via collection, vendor, product type, or tag), they’ll all appear here.
• You can select one active plan per product.
• This is the plan that will be shown to customers on the storefront (PDP, cart, checkout, etc.).

Plan Details Shown:

• Plan Name
• Term Options (1 year, 2 year, etc.)
• Pricing per term
• Attachment rate (% of orders with this plan)

Once you select the plan and click Update, it becomes the live plan offered for that product.

⚠️ If no plan is selected, the newest protection plan that applies will be shown on the storefront — even if the product qualifies for multiple plans.

Analytics Tab

The Analytics tab shows plan performance and claim activity for this specific product — giving you a SKU-level view of how protection offers are performing.

Metrics Available:

• Attachment Rate
  Percentage of total units sold that included a protection plan.
• Units Sold
  Total number of purchases for this product (regardless of plan).
• Warranty Revenue
  Gross revenue earned from protection plans sold on this product.
• Claims Approved
  Number of approved claims tied to this product’s protection policies.
• Claim Cost
  Total dollar amount paid out in approved claims.
• Profit
  Revenue from expired or unused warranties minus total claim cost.

Claims Table

At the bottom of the Analytics tab, you’ll see a list of individual claims tied to this product, including:

• Customer name and email
• Claim status (Pending, Approved, Denied)
• Plan and term used
• Order and claim dates
• Value of the claim
• Quick access to review/resolve the claim

This gives you end-to-end visibility from protection sale to final resolution at the individual product level.

Product Sync Behavior

Umbrella automatically keeps your product catalog in sync with your e-commerce store. Any changes to:

• Product title
• Tags
• Collections
• Vendor
• Product type

…will automatically be reflected inside the Products module. This ensures warranty eligibility rules remain up to date.

Best Practices

• Use tags, vendors, and collections to define plan rules broadly — then fine-tune at the product level via the Warranties tab.
• Monitor attachment and claim rates in the Analytics tab to adjust pricing and resolution logic per product.
• Use high-performing products as models for new plan launches.

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