Your Data is Already There
Good news: You don't need to do anything. All your claims, contacts, files, and notes are exactly where you left them. V4 is a fresh interface on top of the same data.
What Moved
V3 Location | V4 Location |
Claim Details | Now called Overview — completely redesigned with 4 tabs |
Claim Files | Now called Files |
Claim Co-Pilot | Now called Co-Pilot |
Contacts (separate page) | Now also a tab inside Overview → Claim Contacts |
Property info (inside Claim Details) | Now its own page: Property Details |
What's New
Overview Page Your new home base for each claim. Four tabs organize everything:
Claim Info — Claim number, status, date of loss, peril
Policy Details — Coverage info and deductibles
Carrier Details — Carrier contacts, portal links, AM Best ratings
Claim Contacts — All stakeholders on the claim
Financials Page Track every dollar in one place. Six tabs:
Overview, Estimates, Reconcile, Contents, Expenses, Payments
This didn't exist in V3—financial tracking is now centralized here.
Property Details (Expanded) V4 auto-populates much more when you enter an address:
Property features (roof type, exterior, HVAC)
Market data and estimated value
Storm history for the past 10 years
Purchase history
Settings (Expanded) New tabs in Settings:
Marketplace — Browse available integrations
My Integrations — Manage connected services
AI Preferences — Customize how Co-Pilot works for you
Writings — Saved templates and writing styles
Co-Pilot Upgrades
Suggested Actions — Quick-start cards for common tasks
Tools — Structured workflows (Claim Strategy Report, Compare Estimates, etc.)
New Thread — Start fresh conversations easily
Faster responses, handles longer tasks
Quick Reference: V4 Sidebar
Section | What's There |
Overview | Claim info, policy, carrier, contacts (4 tabs) |
Property Details | Address, features, storm history, market data |
Files | All documents and uploads |
Timeline | Chronological claim history |
Financials | Estimates, payments, expenses, reconciliation |
Conversations | Communication history |
Notes | Your notes |
Co-Pilot | AI assistant with Tools |
Need Help?
Join our calls! Check the Brelly Skool calendar for details. You can also use the Support feature on the sidebar or chat bubble to reach out to us.
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