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When the offer shows

Choose whether customers see their settlement offer the moment they send a claim, or only after the office reviews it — separately for each kind of protection.

2 min readChecked November 3, 2026
Owner & admin

What MoveBoard works out is an offer. You choose when the customer sees it.

Set it

Open Settings › Documents & bill of lading › Claims, card When the offer shows. There are two choices, one for each kind of protection:

  • Released value (60¢ per pound per article, or your rate)
  • Full Value Protection (repair estimate if given, else the amount claimed, less the deductible, up to the declared value)

For each, pick:

  • After the office reviews — every claim waits for you to look at it and send the offer. Until then the customer sees "Thank you — we've got your claim": your claims team is reviewing it and will send an offer.
  • Right away — the customer sees the amount and can sign a release for it before anyone in your office looks — the moment they send the claim, unless something needs a person.

Out of the box, both wait for the office: After the office reviews. Right away is used only when someone in your company picks it and presses Save. While either protection is on Right away, the Claims page says so at the top ("Offers show right away"), with a link back here.

What "unless something needs a person" means

Even with Right away, a claim goes to the office first when it has property damage, items the customer packed, a very valuable item, a missing weight, a late filing, or a protection MoveBoard can't price. See How MoveBoard works out what is owed. Any protection other than released value or Full Value Protection always waits for the office.

What happens right away

When the offer shows at once:

  1. The customer sees What you're entitled to, item by item, the moment they send the claim.
  2. The claim goes straight to Offer sent, and the history says MoveBoard worked out the settlement and showed the offer.
  3. They can accept and sign the settlement there, press Request a call from the company, or Decline (if you allow it).

With After the office reviews, the claim lands in New. You review it, set each item's amount and send the offer; the customer then gets an email and a text that their offer is ready.

Changing an offer

Amounts can be changed after an offer went out: sending again is a revised offer (Send a revised offer), until the customer signs.

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