This release adds new ways to share claim work, try early access features, and get more useful help from Brelly Co-Pilot.
Some features in this release are early access. That means they are available to try, but they may still have limits while we keep improving them.
New
Claim Sharing and Claim Portal
You can now invite someone into one claim without giving them access to your full workspace.
With Claim Sharing, you can:
Invite a policyholder or claim professional into a single claim
Choose what they can see or do
Give them a simpler Claim Portal focused on that claim
Let them ask Co-Pilot questions from their own account
Invited users see their own Co-Pilot chats, not yours. Your private chats stay private.
Magic link sign-in
Invited users can sign in from a secure email link instead of needing to remember a password.
This helps claim invitees get to the right claim faster after they accept an invite.
Brelly Labs
Brelly Labs is a new place to turn on early access features.
Open your profile menu and select Brelly Labs. Each early access feature has its own setting, so your team can try new tools as they become available. For this release, Labs includes Claim Sharing and Automations.
Automations early access
Brelly Automations lets you schedule Co-Pilot to help with repeat claim work. Automations are part of Brelly Labs early access.
You write a prompt for what you want Co-Pilot to do and set when it should run. A scheduled automation works on a single claim. You can also use the New claim becomes ready trigger to run your standard first steps on each new claim as it is created. Brelly can notify you in the app or by email when it finishes.
You can use Automations to:
Draft a weekly policyholder update
Check notes or claim status before a deadline
Run repeat claim review steps
Test an automation with a manual run
Open the Co-Pilot thread where the work happened
More expert-backed claim help
Co-Pilot now has stronger claim guidance to draw from.
This can help with claim strategy, denial questions, supplements, building requirements, state rules, and other claim-specific work.
Improved
Safer role-aware Co-Pilot guidance
Co-Pilot is better at matching help to the user's role.
For example, contractor guidance should stay focused on construction, scope, estimates, building requirements, manufacturer details, and documentation. When a question belongs to another role, Co-Pilot should make that clearer.
Better context in Co-Pilot
Co-Pilot has a better sense of who is asking and what claim they are working on.
This helps Co-Pilot:
Use known profile and organization details when drafting
Better match the right sender and sign-off when that information is available
Start new claim chats with more useful context
Return clearer checkpoints when a task gets too broad
Refreshed claim workflows
Several claim workflows were refreshed so more users can access helpful claim tools.
Some workflows now adjust their results based on who runs them, so a policyholder, contractor, public adjuster, or attorney each gets a version suited to their role.
Policyholders also have access to more workflows than before.
Fixed
We also improved reliability across several parts of Brelly.
Highlights include:
Invite and sign-in paths are more reliable
Co-Pilot is less likely to spend too long researching without giving a useful answer
Chat rows should stay steadier while messages are streaming
Co-Pilot chat message behavior should be more stable
Dashboard totals, empty metadata cells, contact scrolling, and project picker search were improved