Creating a New Claim
Click + New Claim in the top right corner or in the center of the screen if available
Select Quick Create
Enter a Project Name (usually the policyholder's name, property address, claim number, or any combination)
Click Create Project
You'll land on your new claim's Overview page. It will be empty—that's normal. Let's fill it in.
Your First Step: Property Details
Before doing anything else, click Property Details in the sidebar and enter the property address.
When you save the address, Brelly automatically gathers information about the property, including:
Auto-Populated Data | What It Shows |
Property Features | Beds, baths, square footage, and other property details |
Storm History | Weather events at this location over the past 10 years |
Market Data | Property value and market information (when available) |
Property Image | Street view of the property |
Some fields like Building Permits and Purchase History may need to be added manually if the data isn't available.
This property data gives Co-Pilot valuable context when you start analyzing your claim.
Navigating Your Claim
Once your property is set up, here's what each section of your claim contains:
Section | What It's For |
Overview | Claim details, policy info, carrier info, and contacts at a glance |
Property Details | Address, property features, storm history, and market data |
Files | Upload policies, contracts, inspection reports, and other documents |
Timeline | Key dates and milestones for your claim |
Financials | Track estimates, reconcile differences, manage contents, expenses, and payments |
Conversations | Communication history related to your claim |
Notes | Your notes and observations about the claim |
Co-Pilot | Your AI assistant for analysis, strategy, and drafting |
Where the Magic Happens: Co-Pilot
You started this claim because you want to accomplish something—get a strategy, analyze an estimate, draft a response. That's where Co-Pilot comes in.
Click Co-Pilot in the sidebar to:
Use a Tool for structured tasks (like generating a Claim Strategy Report)
Ask questions about your claim and documents
Get help drafting communications
Getting the best results from Co-Pilot:
The more context you give, the better the output. Before asking Co-Pilot for help:
Upload your documents to the Files section first
Be specific about what you need ("Analyze the carrier's estimate and identify underpaid items" vs. "Help me with this estimate")
Reference your files by name when relevant
Provide direction in the additional instructions when using Tools
Co-Pilot works best when it has your claim data and documents to pull from—so set up your claim first, then let Co-Pilot do the heavy lifting.
Need Help?
Click Support in the sidebar or use the chat bubble to reach our team.