Captain Shipping Protection provides your customers with a seamless experience, from purchasing protection to filing a claim in just a few clicks. Adding a claim portal allows customers who have purchased protection to submit claims at any time. Merchants can manage claims easily, and customers will see updates directly in the portal.
In the Captain Protection app, go to Claim Portal > Claim Portal Editor, click Add Portal, and then choose the menu and location where you want to place the claim portal.
You can also help customers file a claim if needed. Just head to the Orders page, find the protected order, and click File claim. Once submitted, the customer can still track the status and details of the claim in the portal, just like if they had done it themselves.
If you'd like to set a deadline for when customers can submit claims, go to Settings > Claim portal preference. There, you can choose how many days after the order date a claim can be filed. It's a simple way to keep your policy clear.
Want to control whether customers can request a refund, reorder, or both? Go to Settings > Claim portal preference, and under Resolution options, choose what you'd like to offer. You decide what makes sense for your store.
You can create your own claim reasons that best reflect your business. Go to Settings > Claim portal > Claim reasons to add or edit them. You can also define the follow-up tasks that will be triggered when a reason is selected. This helps you better track and manage claim control.
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