- Creating a Settlement Offer
- Creating a Settlement Offer
- Use the
- Auto Insurance Claim for
- Name
- (
- number
- )
- page to perform activities on the claim.
- You have completed the
- Creating a Settlement Offer
- topic.
- 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.
- Original Path
- Create Settlement Offer
- Upload New Version
- Settings
- Upload File
- OK
- Submit
- Settlement
- As a case manager, you create the settlement offer and present it to the claimant.
- In this topic, you will create the settlement offer.