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The Demand tab is where the demand amount lives — the canonical number that flows into every demand letter draft, the negotiation log, and the settlement math. It’s also where the third-party insurance company and adjuster info gets pinned to the Journey. [Screenshot: Demand tab with insurance carrier card on top, demand amount in the middle, and demand-sent / due dates beneath]

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What’s on the tab

  • Insurance carrier — company name, claim number, policy limits
  • Adjuster — name, phone, email
  • Demand amount — the canonical demand figure
  • Demand sent date — when the demand letter was actually sent
  • Demand due date — your team’s expected response deadline
  • PIP requested — flag for whether PIP benefits were requested
This tab is the single point of entry for the demand amount. The Demand Letters tab reads from here, the Negotiations tab reads from here, and the Settlement tab reads from here. Don’t enter the demand amount in two places.

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How it differs from the Demand Letters tab

The Demand tab holds the number and the addressee. The Demand Letters tab (separate, listed in the journey’s tab strip) holds the generated documents themselves — every revision, every send. Same case, two distinct concerns:
  • Change the amount? → Demand tab
  • Change the letter wording or generate a new revision? → Demand Letters tab
[Screenshot: Side-by-side mini-diagram showing the Demand tab feeding the Demand Letters tab as the source-of-truth for the amount]

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Where to go next

Deep dive: Medical, Damages & Settlement → Demand Letter Generation covers the AI-assisted draft flow, attorney review, revision history, and how the negotiation log starts once a demand is sent.