Skip to main content
Add a Settlement Offer
Updated over a week ago

How to add an offer amount to the Settlement Tab.

  • Navigate to the Settlement Tab.

Screenshot 2023-11-10 at 1.52.52 PM.png
  • Under Settlement Proceeds, the Third Party or UM/UIM demands will appear.

  • If any demands do not appear this indicates that the demands have not been entered yet. See Add a UM/UIM Demand or Add a Third Party Demand for instructions on how to add a demand.

  • Locate the demand associated with the offer you want to add.

  • Click the arrow on the right end of the row of the demand.

  • Select Add Offer.

Screenshot 2023-11-10 at 2.11.07 PM.png
  • A pop-up window will appear.

  • The amount from the insurance company should be added in the Amount field and the counteroffer should be added in the Note field.

  • Select Save.

Screenshot 2023-11-10 at 2.12.43 PM.png
  • The new offer will appear under the corresponding demand.

Screenshot 2023-11-10 at 2.13.04 PM.png
  • Multiple offers can be added to the same demand until the amount is accepted.

Did this answer your question?