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All CollectionsCASE Settlement Tab
Accept a Settlement Offer
Accept a Settlement Offer
Updated over 2 months ago

How to accept an offer from an insurance company.

  • Navigate to the Settlement Tab in the open case.

  • Scroll down to the Settlement Proceeds section.

  • Locate the offer you want to accept.

  • Click on the arrow at the end of the offer row.

  • Select Accept from the drop-down menu.

  • A pop-up window will appear.

  • Select the status, case stage and a note.

  • Click Save.

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  • The offer will now be marked as accepted on the current date. You will no longer be able to add new offers to the demand. If a check comes in for the demand, it can now be deposited into CASEpeer.

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