Skip to main content
All CollectionsCASE Settlement Tab
Accept a Settlement Offer
Accept a Settlement Offer
Updated this week

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.

Screen_Shot_2022-08-02_at_3.09.49_PM.png
  • 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.

Did this answer your question?