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.
Dashboard V4 also adds a new Dashboard in the main sidebar so you can see all of your projects in one place, search faster, and open the right claim without digging through individual workspaces first.
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:
Integrations — Browse and manage connected services in one place
AI Preferences — Customize how Co-Pilot works for you
Writings — Saved templates and writing styles
V4 also makes connected tools more visible and easier to manage from one place in Settings as the integrations lineup continues to grow.
Co-Pilot Upgrades
Flows — Quick-start guided workflows for common jobs
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 |
Dashboard | See all projects in one place and open the right claim faster |
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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