Creating a Settlement Offer

Use the Auto Insurance Claim for Name (number) page to perform activities on the claim.

In this example, the file has been selected for you.

Use the Create Settlement Offer for Claim Number: number dialog box to attach the settlement offer to the claim.

The Version field populates with the version number.

Use the Upload File dialog box to attach the settlement offer to the claim.

Complete the remaining fields. Check the Send To Claimant option to notify the claimant that an offer is ready. The settlement offer document will be included. In this example, the fields have been completed for you.

Use the Settlement tab to see if a settlement offer has been submitted. You can also see if a payment has been made on the claim.

Creating a Settlement Offer

You have completed the Creating a Settlement Offer topic.

Click the Create Settlement Offer button.
Click the Upload New Version button.
Click the Settings list.
Click the Upload File list item.
Click the OK button.
Click the Submit button.
Click the Settlement tab.
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