How to Automatically Add Insurance to a Shipment

If a shipment is lost or damaged and the carrier approves the claim, the carrier can issue compensation up to the total declared value of the shipment. Instead of selecting the Insurance addition on each shipment manually, you can have Swotzy add it for you.

For how rules are structured and how rule priority works, see What Are Store Automation Rules?

Result

Once you've completed these steps:

• Shipments created from imported orders include the Insurance addition automatically
• The rule appears in your store's Rules list, where you can reorder, duplicate, deactivate, or delete it

Before You Start

Make sure that:

• Your store is connected in Integrations > Stores
• You have read What Are Store Automation Rules?

Coverage is based on the total declared value of the items in the shipment. There is no amount to enter — the rule assigns the addition, and coverage follows the declared item values.

Create the rule

1. Go to Integrations > Stores
2. Click Manage on the store you want to configure
3. In the Rules section, click Add order import rule under Order Import
4. Select Assign insurance from the action list — use the search field to find it
5. Click Add Condition
6. Select the field to check in the first dropdown — for example, Total order value, Recipient country, Is international, or Shipping method
7. Select the operator in the second dropdown — for example, is, is not, or >=
8. Enter the value to match in the third field
9. Enter a name in Rule name (optional) to identify the rule in your list
10. Leave Status set to Active
11. Click Create Rule

Available operators depend on the field you select. Total order value also offers >, >=, <, and <=, so you can insure only shipments above a value you choose.

To match on more than one condition, click Add Condition again. All conditions must be true for the rule to apply.

Without conditions, the rule applies to every order imported from the store.

The rule adds the Insurance addition to the shipment. It does not select a carrier. Not every carrier offers insurance, so the addition affects which carrier services are available when you create the label.

Insurance is charged on top of the shipping price, usually as a small percentage of the declared value of the shipment.

Insurance is a separate action from the other additional services, so you can combine it with them on the same shipment. To add other additions, see How to Automatically Add an Additional Service.

Need Assistance?

If you experience any issues while setting up your rule, our support team is here to help.

Contact us at support@swotzy.com