Making a Stage 2 Settlement Pack Decision

The Portal allows the Claimant Representative to create a Stage 2 Settlement pack and send it to you. 

The protocols state that you must respond to a Stage 2 Settlement Pack within a set time period.

This function is available when you receive a Stage 2 Settlement pack.  The claim will be in the Application status of Stage 2 Settlement pack decision.

How to respond to a new Stage 2 Settlement Pack (first response)

In order to complete a response, you need to:

  • Open the claim and on the Claimant’s and Defendant’s representatives tab
  • Check and, if necessary, change the defendant’s representative’s details
  • Enter the CRU Reference number, (e.g. ABC123) (three alphabetical characters followed by three numerical digits) if known, or, if it is not known, add an explanation why not
  • Press the Continue button 

You can respond to a new Stage 2 Settlement Pack in the following three ways:

Confirm

If you agree with the Claimant Representative’s claim, select ‘Confirm’.

‘Confirm’ will automatically populate the defendant’s response for each loss type with the same values as the claim.  The fields will be protected from input.

Enter CRU deductions and press ‘Calculate losses’.

The Interim payment amount will be prefilled with any interim payments made through the portal.  If you have made additional interim payments, you can override the amount.

Press ‘Calculate offer details’ and add any comments.

Click the ‘Send’ button, and the claim will return to the Claimant Representative. 

Once confirmed by the Claimant Representative, an adult claim will come to an end in the portal.

However, if the claimant is under the age of 18 at the time of agreement, the claim will proceed to Start of Stage 2 Settlement Pack Additional Damages (RTA claims only) or to Court Proceedings Pack Form.

Counter Offer

You have the option of submitting a ‘Counter offer’, which will open up the Defendant’s response fields.  

Complete the details (current Defendant response) of each loss.

Enter CRU deductions and press ‘Calculate losses’.

The Interim payment amount will be prefilled with any interim payments made through the portal.  If you have made additional interim payments, you can override the amount.

Press ‘Calculate offer details’ and add any comments.

The Gross amount (Global offer) is automatically calculated, but can be overridden with a Global offer.  Remember to press ‘Calculate offer details’.

Click the ‘Send’ button, and the claim will return to the Claimant Representative. 

Note that prior to Release 5, the response is split into separate tabs.

Top tip:  If you wish to make a global offer, override the value in the Gross Amount field.  Please check the amount carefully.

Repudiate

You can ‘Repudiate’ a claim.  Repudiate will automatically populate the defendant’s response for each loss type with 0.  The fields will be protected from input. 

Enter CRU deductions and the reason for repudiating the claim, and press ‘Calculate losses’.

The response will be alerted to the Claimant Representative and the claim will end in the Portal.

Top Tip: The Stage 2 Settlement Pack printable document is updated automatically.  Please ensure you download, save and/or print off a copy. 

How to respond to a new counter offer

If the Claimant Representative has responded to your counter offer by making a new counter offer, you have the following options:

Accept Counter Offer

The values from the Claimant Representative’s counter offer will be copied across to the Defendant’s responses and cannot be amended.

Enter any CRU deductions and press ‘Calculate losses’.

The Interim payment amount will be prefilled with any interim payments made through the portal.  If you have made additional interim payments, you can override the amount.

Press ‘Calculate offer details’ and press ‘Send’, which will return the claim to the Claimant Representative.

Top tip:  Note that the Claimant Representative may have made a Global offer which appears in the Gross Amount field.  If you accept the Claimant Representative’s counter offer, it’s the Gross Amount that you agree to.

New Counter Offer

If you select make a new counter offer, you can edit the Defendant’s response fields in the same way as for the initial counter offer.

Enter CRU deductions and press ‘Calculate losses’.

The Interim payment amount will be prefilled with any interim payments made through the portal.  If you have made additional interim payments, you can override the amount.

Press ‘Calculate offer details’ and press ‘Send’, which will return the claim to the Claimant Representative.

Top tip:  Note that the Claimant Representative may have made a Global offer which appears in the Gross Amount field.  When making a new counter offer, you will need to update this field manually to reflect your own offer.  Please check the amount carefully.

Top Tip: The Stage 2 Settlement Pack printable document is updated automatically.  Please ensure you download, save and/or print off a copy. 

Stage 2 Settlement Pack Decision Timeout

For Stage 2 the following timeframes apply:

  • You have not responded to the Stage 2 Settlement pack or counter offers according to the time limits defined in the protocol.  Once the Claimant Representative has accessed the claim, it will end in the portal.

During the Stage 2 negotiations, you may agree with the Claimant Representative to extend the negotiation period.

You can extend the time if the claim is waiting for your response by pressing the ‘Extend Time’ button.  You need to give a reason for the extension and set a new timeout date.

Please note that the new date is the day the claim will time out, so for example if you have agreed to extend the period to next Wednesday, you need to enter Thursday’s date as the new timeout date.

Responding to a Counter Offer in the last 5 days of the consideration period

If the Claimant Representative has submitted a Counter Offer within the last 5 days of the current deadline, the period will be automatically extended by 5 days.  No further extension will be allowed. The same applies if you have submitted a counter offer within the last five days of the current deadline.

At this point, you cannot make a further Counter offer, and must either agree or disagree to the latest offer.

In order to submit a response, you need to:

  • Open the claim
  • Respond to Agreement reached with Yes or No
  • Click the 'Send Response' button. The claim is sent to the Claimant Representative.
Back to the top.