Jewelers Mutual® Integration: Insurance

This collaboration with Jewelers Mutual® makes it seamless to offer Insurance Quotes for your eligible products through the Jewel360 system. To receive a quote, your Customers only need to express their interest, you can confirm their Contact Details in the system, and they'll be contacted by Jewelers Mutual® after the purchase. This integration with Jewelers Mutual® and Jewel360 adds exceptional value for both retailers and consumers, ensuring a smooth insurance quote process that starts right at your Point of Sale or Website.

Disclaimer: By law, only licensed Insurance Agents can generate/provide Insurance Quotes. This article and integration is to help prevent you from accidentally giving advice to your Customers about Insurance Rates, Coverages, and policies.

Integration Requirements:

• You must have an Account with Jewelers Mutual®.
• To provide an Insurance Quote, a Product Purchase is required in a transaction.
• You must have a Customer assigned in the Register to provide an Insurance Quote.

Integration Setup:

Please contact Jewelers Mutual® so that they can provide us the necessary information to setup your integration.

Product Setup:

When adding a Product into your system, you'll be asked to choose the Product Type to create a Loose Stone, Serialized, or General Product. 

You can also assign the Product Type in the Department of your Products. This can help save you time by updating the Type of your Products all at once!

To do this, create the Department you'd like your products to be assigned to and assign the Products you have created in the system to this Department. Once all of your Products are assigned to this Department, go to your Inventory > Departments page, click into the Department, and update the Product Type.

Once you save the Department with an update to Product Type, the system will then ask you if you would like to update the Product Type of all the products assigned to this Department. Be sure to Save when you're finished.

Adding Insurance Quotes in the Register:

In the Register, first add a Customer by searching for them in the Customer Search Bar. After you assign a Customer in the Register, you can add a Product to the transaction. After this product is added to the Register you will notice the Request JM® Insurance Quote button on the right.

If you do forget to add the Customer First or you accidentally removed the Customer, you can simply add the Customer to the Register and the Request JM® Insurance Quote button will be available again.

After clicking this button the Store Clerk will need to confirm that the Contact information for your Customer is correct. This is because Jewelers Mutual® will be directly contacting the Customer about the Insurance Quote.

Requesting Insurance Quotes on the Website:

Requesting an Insurance Quote on the Website is just as easy! When the Customer is ready to Checkout, they can request an Insurance Quote by clicking the Request JM® Insurance Quote button on the page.

When the Customer clicks this button, the system will ask your Customer to confirm their Contact Information so that the Insurance Quote from Jewelers Mutual® can be sent correctly.

Your Customer can also Add or Remove the requested Quote just before you finish checkout, just in-case your Customer wants to change their mind.

Once the purchase is complete, the Insurance Quote will be sent directly to your customer. This can take anywhere from 5 - 30 minutes to send. If your Customer hasn't received the Insurance Quote after the transaction is complete, please ensure that your Customer checks the Spam folder or All Mail sections of their email service!

Configuring JM® Insurance Settings

You are able to turn on some beneficial options in the system under Settings > Integrations > Jewelers Mutual > Personal Insurance. In this area you have the following options:

• Display popup before completing transaction in register - Turning this on will pop up a reminder before the receipt is printed so the system can send out an insurance quote link to the customer in case the clerk forgot to check the box.
• Display popup before checkout out on website - Turning this on will pop up a reminder for the customer during web checkout to have the system send out a free insurance quote for the item.

In both cases, the popup looks like this: