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, enter in any relevant notes, and save.
- 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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