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What to Share During Negotiations

Jan 26, 2026Case Management

Keep clients informed and confident during the back-and-forth of settlement negotiations.

The negotiation phase can be stressful for clients. Clear, timely communication keeps them confident in the process.

Demand Sent Confirmation

CaseChat conversation in Quilia Portal
Your demand letter was sent today. We're seeking $[amount] based on your medical expenses, lost wages, and pain/suffering. The insurance company typically responds within 30 days. I'll contact you immediately when we hear back.

Initial Response

If Offer Received

We received a response from the insurance company. They've offered $[amount]. This is their first offer and is [lower than expected/in the ballpark]. I recommend we counter. Let me know if you'd like to discuss strategy.

If Rejection

The insurance company has rejected our initial demand. This is common - it's a negotiation tactic. I'm preparing our response and will keep pushing. Don't worry, this is part of the process.

Counter-Offer Updates

Update: I sent a counter-offer of $[amount] today. Here's my reasoning: [brief explanation]. We should hear back within [timeframe]. I'll let you know as soon as they respond.

Negotiation Progress

Negotiation update: We're now at $[current offer]. I believe we can get them higher. My strategy is [brief explanation]. Let me know if you have questions or want to discuss.

Stalled Negotiations

The insurance company hasn't moved from $[amount]. I'm considering our options: 1) Accept current offer, 2) Final push for better terms, 3) Prepare for litigation. Let's discuss which approach you prefer.

Key Negotiation Principles

  • Update client on every development
  • Explain your strategy simply
  • Include client in decisions
  • Manage expectations realistically

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