Managing Your Claim
Learn how to navigate your claim using Brelly tools
12 articles
- Understanding the Claim Details SectionYour claim's home base — four tabs covering claim info, policy details, carrier details, and contacts, all with inline auto-save editing.
- How to Upload Documents and Add Notes in BrellyHow to upload claim files, import estimate PDFs, add Notes, and organize supporting documents in Brelly, including markdown and plain-text uploads and when to use each path.
- Copilot Not Responding (No Activity or Frozen State)Troubleshooting steps when Co-Pilot isn't responding, appears frozen, or shows a thinking indicator that never completes.
- Understanding Property Details in BrellyHow to use the Property Details page — address, building info, images, permits, storm history, comparables, and market data.
- How to Use Notes in BrellyCreating, editing, and managing notes in your claim workspace. Notes vs. Timeline, reference dates, and how Co-Pilot uses notes.
- How to Set Up Your Organization and Add Team Members in BrellyCreating organizations, inviting team members, managing roles, switching workspaces, and organization settings.
- Settings and Preferences in BrellyManaging your profile, Co-Pilot AI preferences (persona, tone, concise mode), and integrations in Brelly.
- How to Log Conversations and Manage Contacts in BrellyLogging phone calls, emails, and meetings in conversation threads. Managing claim contacts with roles and details.
- AccuLynx Integration — How to Request Access and ConnectHow to request access to the AccuLynx integration (currently in beta), connect with your API key, and what the integration does.
- Sharing a Claim with Claim PortalInvite policyholders or claim professionals into one Brelly claim, choose what they can access, and understand what they see in Claim Portal.
- How to Use the TimelineTrack every claim event — automatic system entries plus manual logs for calls, tasks, and milestones. Filter, search, and maintain a complete audit trail.
- Using Image Uploads in Brelly (Early Access)Turn on Image Uploads in Brelly Labs to add photos to your claims so Brelly Co-Pilot can understand what they show, including which file types are supported.