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Add a Settlement Offer
Updated over 6 months ago

How to add an offer amount to the Settlement Tab.

  • Navigate to the Settlement Tab.

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  • 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.

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  • 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.

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  • The new offer will appear under the corresponding demand.

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  • Multiple offers can be added to the same demand until the amount is accepted.

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