Insurance at Checkout

You can now give your customers the opportunity to purchase Insurance coverage straight from Checkout. This means that if something goes wrong with a shipment and it has been covered, it is your customer, rather than you, who will make the claim via our Insurance partners at Insureship.

Can I use it?

Installing

Installing on Shopify additional

Hiding your Products in your Store

Uninstalling

Syncing Insured orders

Policy Purchase

Filing a Claim

Limitations

FAQs

Can I use it?

As this is a new feature, currently it is only available to those Easyship Users using Shopify for their store. You DO NOT need to use our Rates at Checkout feature to utilize this function, although to use, you MUST sync and fulfill your orders using Easyship.

Installing

1. Head over to your Shopify store page and go to 'Insurance at Checkout' and click on 'Activate.';

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2. You will then see the below image, which explains the setup;

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3. Next you will go to this modal to allow you to authorize the integration;

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4. You will then be redirected to Shopify's own authorization page;

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5. This is where it gets a little bit tricky as you will be required to manually include a piece of code in your theme to make sure the widget is visible; 

snippet.PNG

6. You will need to paste the snippet into the Shopify template file related to your cart page/section. If you are not comfortable with your theme and where to place the element, read this section for detailed instructions.

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7. If everything has worked correctly, your customers should now be able to see the option to add Insurance in the checkout of your store;

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Bonus: If you want the Insurance to show as the last item in your customers' cart, you can achieve this with a small modification to your cart's template file. 

Find the snippet

{%- for item in cart.items -%}

and replace it with:

{% assign items = cart.items | sort: 'requires_shipping, title' %}{%- for item in items -%}

Screenshot_2021-06-25_at_16.01.33.png

 

Installing on Shopify additional

In order to allow your customers to purchase Insurance on their shipments, you will need to embed a widget within the cart section of your Shopify store. Every store is different, so we require you to find the right location for this widget and follow the steps below to locate the right location to place the snippet, then embed it into your Shopify template.

Widget location

  • For the most effective adoption of Shipping Insurance, we generally recommend placing the widget close to the Subtotal section of the cart. To find this placement, right click the Subtotal heading and click 'Inspect' 

inspect.PNG

  • Take note of the class label for the section selected. You will require this later. In this example, it is 'cart__subtotal-title'  

source.PNG

  • Now we know where in the template the widget will display, we need to find this section in your Shopify theme

Adding to your Shopify theme

  • Within your Shopify account, navigate to 'Online Store → Themes'

  • Here you can modify your Current theme directly, or clone your Current theme and modify it in test mode (recommended) themes.PNG

  • For your chosen theme, choose 'Actions → Edit Code'edit-code.PNG

  • Locate the relevant file to add the code snippet. Every template is different and use different files, but based on the type of cart your template has you can usually locate the right file in the following files;

Standalone Cart Page - If your customers are directed to a standalone cart page when they click the cart button, common template files that you can update are cart.liquid or cart-template.liquid

Drawer Cart - If your cart appears from the side of the screen when the user clicks the cart button, common template files that you can update are drawer-cart.liquid or ajax-cart-template.liquid

Modal Cart - If the cart appears as a popup in the center of the screen when the customer clicks the cart button, common template files that you can update are modal-cart.liquid or ajax-cart-template.liquid

Header Cart - If the cart expands on the top of the screen when the cart button is clicked, common template files that you can update are header.liquid

file.PNG

  • Now that we know the potential files based on your theme, we need to pinpoint the exact location of where we want to place the snippet. Referring back to the class label in the section above, within the potential files, search for the class label in the file. search.PNG
  • Once you've pinpointed the location, create a new line above this section and paste the snippet '{% render 'easyship-insurance' %}' on this line.snippet-added.PNG
  • Click 'Save' and then 'Preview'
  • Add an item to your cart. Visit the cart section, and you should see the Easyship widget on your cart. added-to-cart.PNG
  • If the placement is not quite right, it may take some trial and error to move the Easyship code snippet to sections around this area. If you are unable to set these up correctly, please feel free to book a time with a member of our Insurance support team to help aide in your setup.

Hiding your Products in your store

As Easyship Shipping protection will be available as a product on the Shopify system, you might want to hide it so it does not show next to your items in your store. To do so, just navigate to the Collection section and hide from the collection you are using currently using the conditions as follow:

Screen_Shot_2021-06-15_at_7.37.17_PM.png

 

Uninstalling

 
1. Go to your Easyship account and at Insurance at Checkout, select the Deactivate button;
Screen_Shot_2021-06-15_at_7.43.24_PM.png
 
2. You'll then see this modal;
Screen_Shot_2021-06-15_at_7.41.44_PM.png
 
3. You will need to remove the line of code that was previously inserted in order to uninstall successfully, without doing so will cause issues with your store. You'll be redirected back to your Shopify store and you can then delete and save;
Screen_Shot_2021-05-20_at_7.06.01_PM.png
 
4. Then back to your Easyship account and select Deactivate and your store checkout will return to normal and the feature will show as Not activated
Screen_Shot_2021-05-20_at_3.08.53_PM.png

Syncing Insured orders

When orders are synced to Easyship, you will be able to see if there is an “Easyship Shipping Protection” product in an order, this means that your customer has added Insurance at Checkout;

Screen_Shot_2021-05-20_at_7.16.53_PM.png

INS20.PNG

Also, it will not be possible to remove the insurance option from the shipment;

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Policy Purchase

If your customer has added Insurance;

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Once you have generated their shipping label, they will receive either:

  • A tracking email which also includes details of their Insurance and how to file a claim. This link will also be available on the tracking page of the shipment;

tracking-email.PNG

  • A standalone email that includes details of their Insurance and how to file a claim. If you do not have tracking email notifications turned on in your Easyship account)

The Insurance policy will be registered under the name and email of your customer that placed the order in your store.

The insurance policies are registered with our provider Insureship when the labels are generated by you, this is why it is essential for you to sync and fulfill the order with Easyship; No Easyship label, No policy!

Filing a Claim

If something was to go wrong during the delivery of a shipment and a claim was required, your customer would use the 'file a claim' link in their above-mentioned email, or they can visit this page; https://claims.easyship.com.

Note: The buyer must be the person who submits the claim, as they are officially the policyholder, you can not make a claim on behalf of your customer. 

On the claim portal, your customer will be required to verify certain details about their shipment;

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Once validated, they will be required to answer some questions about the nature of their claim to aid Insureship in evaluating and processing the claim

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Once the claim has been submitted, your customer will receive an email confirmation from Insureship with details of their claim. Insureship will also update your customer at each step throughout the claim process;

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Limitations

FAQs

:question_mark: What happens if my customer and I both add Insurance to a shipment?

This is not possible, only one party can insure the shipment. The message below reflects what you will see when your customer has added Insurance and you do not have the option of also adding when this is the case;

:question_mark: 'My customer is having issues with claiming, what do I do?'

In this situation, we would always advice you to tell your customer to communicate directly with Insureship, as they are responsible for the Insurance on the shipment. However, if they wish to escalate further, please provide the information to us and we can investigate on behalf of your customer. Please DO NOT direct your customer directly to Easyship!

:question_mark: Does it support all currencies?

On install, the currency used for the product Easyship Shipping Insurance will be the one used as a default for the store. We currently support all currencies.

:question_mark: Can I modify the Easyship Shipping Protection variants?

Although it would be technically possible it is not recommended to do so.

:question_mark: 'What happens if my customer adds Insurance at checkout but I do not fulfill the order via Easyship?

The policy is registered only when the label is purchased on Easyship, so if you do not fulfill with us, your customer will not be able to make any claims.

:question_mark: Do I need to have ‘Rates at Checkout’?

No. Unlike Rates at Checkout, Shopify allows all users to have the option to add this feature to their cart. Also, the feature works independently to Rates at Checkout.

:question_mark: What platforms can Insurance at Checkout be used on?

Only Shopify sellers are supported at this time.

:question_mark: Who files the Insurance claims if something goes wrong?

Your customer is the person who will file the Insurance claim. All communication about how to do this is sent directly to them at the time of label generation.

:question_mark: What are the timescales for making a claim?
For Lost shipments:
Tracked solutions: min 14 days - max 90 days after the last checkpoint
Untracked solution: Domestic: min 20days - max 90 days after the last checkpoint
International: min 20days - max 90 days after the last checkpoint
For Damaged shipments:
No minimum - max 90 days after the last checkpoint

 

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