What is Co-Pilot?
Co-Pilot is your AI assistant built into Brelly. It can analyze your claim documents, answer questions, help you draft communications, and provide strategic guidance throughout the claims process.
How Co-Pilot Uses Your Claim Context
Co-Pilot works best when your claim workspace has the documents, notes, timeline events, and conversations that explain what is happening.
When you ask a question, Co-Pilot can use the claim context available to you, including uploaded files, notes, claim details, and relevant workspace history. This helps it give answers that are tied to the claim instead of generic advice.
Co-Pilot can also use profile and organization details when they are available, such as your role, company, and preferred drafting style. This can help with sender details, sign-offs, and the way a draft should sound.
Accessing Co-Pilot
Click Co-Pilot in the left sidebar to open the chat interface.
You can also access Co-Pilot from anywhere in the platform by clicking the Co-Pilot icon in the top right corner—this opens a quick-access panel without leaving your current page.
Co-Pilot Overview Video
Asking Co-Pilot Questions
You can ask Co-Pilot anything about your claim by typing in the message box. No special format required—just ask like you're talking to a colleague.
The key to getting great answers: context.
Co-Pilot works best when you give it the full picture. The more specific you are, the better the response.
Instead of... | Try... |
"What should I do?" | "The carrier denied my claim citing exclusion B. What are my options for rebuttal?" |
"Help me with this estimate" | "Compare the carrier's estimate to my contractor's estimate and identify what's missing" |
"Write an email" | "Write a follow-up email to the adjuster requesting a re-inspection after the denied roof claim" |
Pro tip: If you've uploaded documents to your claim, reference them directly. Co-Pilot can pull from your files to give you more accurate, claim-specific answers.
Using Flows
Co-Pilot includes pre-built flows that guide you through specific tasks. Click Tools or Flows to see the options available to your account.
For Public Adjusters:
Flow | What It Does |
Claim Strategy Report | Diagnoses where your claim is stuck, quantifies the financial gap, and delivers a step-by-step action plan to move forward |
Engineer Report Analysis w/ Online Research | Analyzes engineer reports, compares multiple reports, and researches relevant standards—add your thoughts in the additional instructions for best results |
Policy + State Research Report | Connects your policy language to current state statutes, deadlines, and coverage requirements for the claim |
Update Claim Data | Reviews all uploaded files and auto-fills your claim, property, and timeline data in Brelly |
Write Like Voss | Transforms your writing using Chris Voss negotiation techniques for more persuasive communications |
For Contractors:
Tool | What It Does |
Claim Summary Report | Breaks down estimate documents and highlights the key details you need to know |
Code & Manufacturer Specs Report | Researches building code requirements and manufacturer specifications for your project |
Compare Two Estimates | Identifies differences between two estimates, drafts a response to the carrier, and flags missing items—upload both files first, then reference them by name in the Additional Instructions section |
Engineer Report Analysis | Reviews carrier engineering reports, surfaces red flags and weak points, and generates rebuttal language with action steps |
Write Like Voss | Transforms your writing using Chris Voss negotiation techniques for more persuasive communications |
Flows can vary by role, workspace, and early access settings. If you do not see a flow you expected, ask Support or your workspace admin to confirm whether it is enabled for your account.
Example: Using "Write Like Voss"
Click Flows and select Write Like Voss
Provide context on what writings you want transformed
Brelly Co-Pilot will rewrite it using tactical empathy and negotiation techniques inspired by Chris Voss's Never Split the Difference
Great for emails to carriers, demand letters, or any communication where you need to be persuasive without being aggressive.
Expert-Backed Claim Help
Co-Pilot can draw from claim guidance prepared by Brelly's claims experts. This helps with questions about claim strategy, denials, supplements, code issues, state rules, and other claim-specific work.
You do not need a special prompt to use this. Ask a clear question about the issue you are working through, and include the documents or facts Co-Pilot should consider.
Tips for Better Results
Be specific. Instead of "What should I do?" try "What are my next steps after receiving the carrier's estimate?"
Use flows for structured tasks. If there's a flow for what you need, use it—the guided workflow will give you better results than a freeform question.
Ask follow-up questions. If the first answer isn't quite right, clarify or ask Co-Pilot to dig deeper.
Role-Aware Guidance
Co-Pilot adjusts its help based on your role and the claim context.
Public adjuster responses are tailored help with claim strategy, policy language, supplement support, and carrier communication.
Contractors responses keep UPPA, UPL, and other regulations in mind and are tailored to help with construction scope, estimate comparisons, code information, manufacturer details, photos, and documentation.
Attorneys can use Co-Pilot for faster document review, chronology support, and draft preparation.
Policyholders can do all of the above but Co-Pilot will also explain claim documents in plain language and suggest questions to ask.
If a request appears to belong to another professional role, Co-Pilot should make that clear and keep the answer focused on what is appropriate for your role.
Starting a New Conversation
Click New Thread to start a fresh conversation. Your previous chats are saved and accessible from the chat history.
Private Threads and Chat History
Click New Thread to start a fresh conversation. Your previous chats stay available in your chat history.
If a claim is shared with another person, they do not see your private Co-Pilot chats. They can start their own Co-Pilot conversations from their account, and those chats belong to them.
This lets each person ask questions and draft work without exposing their private chat history to other claim collaborators.
Need Help?
If Brelly Co-Pilot isn't giving you what you need, click Support in the sidebar or use the chat bubble to reach our team.