Brelly General FAQs

Brelly is a claims workspace built for property insurance claims. It combines file organization, estimate analysis, financial tracking, timelines, and AI-powered assistance so you can manage claims more clearly and move them forward faster.

Brelly is built for the people doing the real work inside a claim:

Public adjusters managing claim strategy, documentation, supplements, and rebuttals Contractors comparing scopes, documenting discrepancies, and supporting supplements Policyholders organizing claim files and understanding what's happening in their claim Attorneys preparing evidence files, exhibits, summaries, and supporting claim documentation

Brelly works from your actual claim, not just a generic template.

When you upload files, import estimates, and build out a claim, Brelly uses that real context to help you organize claim information in one place, compare estimate line items, track what has been requested, approved, and paid, generate summaries, letters, and reports, and keep the full claim story easier to follow.

Brelly supports your work and does not replace professional judgment.

Think of it as a serious AI assistant for claims. It helps with analysis, organization, summaries, and drafts so you can focus on strategy, advocacy, and decision-making.

If you are a new user, you will receive a welcome email from [email protected] or an invitation email if you're a team member from [email protected] with a secure link from to get started. After creating your account and verifying your identity, you can log in and access your workspace.

If you were invited by a team admin, make sure you are using the same email address the invitation was sent to.

First, check your inbox and spam folder if you're the organization admin signing up for the first time.

If you're a team member being invited to an organization, you should confirm the correct email address with their organization admin, check spam, etc. For any other issues, owners can contact Brelly support to have the email resent.

For the Solo Workspace subscription you can have up to 1 total user.
For Teams - your Brelly subscription includes up to 5 total users in your organization, the primary account holder plus up to 4 additional team members.

If you need more than 5 users, contact Brelly support to discuss adding additional seats.

For billing questions, plan updates, or subscription changes, contact Brelly support through chat or email.

Contact Brelly support. Your data remains accessible through the end of your current billing period unless told otherwise.

Go to Settings > Organizations, open your organization, and invite team members by email.

For full setup instructions, see the organization setup article.

A Personal workspace is visible only to you. An Organization workspace is shared with your team.

If you are collaborating with other users, it is usually best to work inside the organization workspace.

Yes. Brelly supports multiple organizations, which lets you keep claims, files, and users separate when needed.

Open the claim settings and update the organization assignment. That moves the claim and its related work into the organization workspace.

Brelly supports common claim document formats, including PDF, DOC, and DOCX in Files.

For estimate import and line-item extraction in Financials, PDF is the standard format.

The maximum file size is 100 MB.

Upload claim documents in Files.

Files are the source material Brelly uses to understand your claim, extract data, build timelines, and answer claim-specific questions.

The best workflow is to upload files in Files first, let them process, and then ask Brelly Co-Pilot to use those files or your claim data or use the Update Claim Data flow.

Processing means Brelly is reading and preparing the file so it can be used in your claim.

Most files finish quickly, but large or more complex files can take longer.

Try re-saving the file as a clean PDF and uploading it again.

If the file still fails, contact support.

Sometimes, yes, but results depend on the file.

If a file will not process cleanly, re-save it as a new PDF or use a cleaner version when possible.

You can find Claim Files in the left sidebar inside any claim.

If you are looking for your organization's shared document library, files that are accessible across your whole team live in Settings > Files. That is where you can store and manage documents that are not specific to a single claim.

Uploading an estimate to Files makes it available as part of your claim record.

Importing it through Financials extracts structured line-item data so Brelly can help with comparison, reconciliation, and financial tracking.

If you want estimate analysis, import it through Financials.

Financials is where you track and compare what has been requested, approved, and paid on a claim.

It helps you import estimates, compare carrier and policyholder or contractor scopes, reconcile line items, track contents, expenses, and payments, and understand the remaining financial gap.

The Reconcile view helps you compare estimate data side by side so you can understand where the claim stands and where the biggest gaps are.

Coverage buckets help map estimate categories to policy coverage areas so you can track how amounts align with the structure of the claim.

Brelly reads Xactimate estimate PDFs. Import them through Financials for line-item extraction and comparison.

Brelly does not replace estimating software. It helps you analyze estimate PDFs, compare scopes, identify missing or disputed items, and draft the communication and support documents around the estimate.

Brelly Co-Pilot is Brelly's AI assistant inside your claim workspace.

It works from your claim data, including files, notes, estimate data, timeline, contacts, and more, to help you answer questions, generate drafts, summarize information, and move work forward faster.

Brelly Co-Pilot is built to handle the real work inside a claim. It can read and summarize your uploaded documents, answer questions about policy language, coverage, and claim details, compare carrier and contractor estimates line by line, identify discrepancies and missing items, draft letters, emails, demand letters, and reports, suggest next steps based on where your claim stands, update claim data and timelines, and work across connected integrations like Gmail, Outlook, and AccuLynx when those are set up.

The more organized your claim is, the more Co-Pilot can do. Upload your files, build out your claim, and Co-Pilot will work from that context to give you accurate, useful responses.

Brelly Co-Pilot is your AI assistant inside the claim workspace. It knows your claim, your files, your estimates, and your data. Use it for anything related to working a claim — analysis, drafting, research, comparisons, and next steps.

Fin is the support assistant you are talking to right now. Fin handles product questions, helps you navigate the platform, troubleshoot issues, and find the right resources. Fin does not have access to your claim data.

A simple way to think about it: Co-Pilot works your claim, Fin helps you use Brelly.

Yes, when those integrations are connected and you explicitly ask it to use them.

By default, Brelly Co-Pilot works inside your claim. If you want it to act in a connected tool, say so clearly in your prompt.

No AI tool is perfect, and important claim decisions should always be reviewed by a professional.

Brelly Co-Pilot is designed to be highly useful, especially when your claim is well organized, but you should still verify important facts, figures, and final communications.

It can draft letters, summaries, emails, and other claim-related documents for your review.

You should always review and approve the final version before using it professionally and ensure adherence to laws and regulations.

The voice input mic button works with a single click to start recording and another click to stop. You may notice a short processing step before the text appears.

Yes. Brelly can help generate and update a timeline based on your uploaded files, claim activity, and related data inside the claim by using the Update Claim Data flow inside Brelly Co-Pilot.

Not always. Many users upload files first and let Brelly help build the initial timeline using the Update Claim Data flow inside Brelly Co-Pilot., then edit or add to it as needed.

Yes. Your claim data is private to your account and organization. Only users you have invited to your organization can access your claims, files, and work product. Brelly does not share your data with carriers, third parties, or anyone outside your workspace.

Contact our team using the Support chat for assistance here.

There are several ways to get up to speed, depending on how you like to learn.

The Brelly AI Private Mastermind Skool Classroom has video walkthroughs that cover every part of the platform. It is the fastest way to see Brelly in action and understand how to get the most out of it. Start here: Brelly Classroom

The Help Center has written step-by-step guides for every feature. If you prefer reading or need a quick reference while you work, this is your best resource.

The weekly live calls are a great way to ask questions, see features demonstrated, and learn from other users. Office Hours and Tech Support runs Tuesdays at 3:00 PM CST and Fridays at 1:00 PM CST with Rob Lennon. The Claims Mastermind runs Wednesdays at 9:00 AM CST with Mathew Mulholland. See the full schedule and add calls to your calendar here.

If you get stuck on something specific, open the support chat and Fin can point you in the right direction.

If you are a Brelly user and have not joined yet, request access here: Brelly AI Private Mastermind

Yes. Use the in-product feedback option or submit ideas through Brelly's feedback channel.

The fastest way to get help is through the support chat inside Brelly. Open it any time and Fin will help you troubleshoot, find resources, or route you to the right place.

For claim-specific questions, use Brelly Co-Pilot. It works from your actual claim data and can answer questions, help you find information, and suggest next steps based on what is in your file.

For live help, join one of the weekly calls. Office Hours and Tech Support runs Tuesdays at 3:00 PM CST and Fridays at 1:00 PM CST in the Skool Community. Bring your questions and the team will work through them with you.

You can also post in the Skool community where other Brelly users, public adjusters, and contractors are active and happy to help

To report a bug or request a feature, click here.

Start by doing a hard refresh in your browser. On Mac, hold Shift and press Command + R. On Windows, hold Shift and press Ctrl + R. Then try starting a new conversation in Co-Pilot.

If Co-Pilot is still not responding, it is possible the current conversation has reached its context limit. Starting a fresh thread usually resolves this. You can always reference your previous conversation or pick up where you left off in the new thread.

If everything looks fine and the issue continues, check that your documents have finished processing. Co-Pilot works best when your files are fully loaded into the claim. If the issue persists, open the support chat and we will take a look.

First check the file status. If it still shows Processing, give it a few more minutes as larger or more complex files can take longer. If it shows Failed, try re-saving the file as a clean PDF and uploading it again.

If the file continues to fail, it may be locked, scanned, or corrupted. Try opening it, printing it to a new PDF, and re-uploading that version. If you are still having trouble, contact support through the chat and we can help troubleshoot.

First check that you are in the right workspace. Brelly has both Personal and Organization workspaces, and claims or files created in one will not appear in the other. Toggle between your workspaces to see if what you are looking for is there.

If you still cannot find it, open the support chat and we can help locate it.