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.
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.
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 Tools
Co-Pilot includes pre-built Tools that guide you through specific tasks. Click the Tools button to see available options.
For Public Adjusters:
Tool | 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 |
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 |
Tools vary based on your user type (Public Adjuster or Contractor).
Example: Using "Write Like Voss"
Click Tools and select Write Like Voss
Provide context on what writings you want transformed
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.
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 Tools for structured tasks. If there's a Tool 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.
Starting a New Conversation
Click New Thread to start a fresh conversation. Your previous chats are saved and accessible from the chat history.
Need Help?
If Co-Pilot isn't giving you what you need, click Support in the sidebar or use the chat bubble to reach our team.