Managing Your Claim
Learn how to navigate your claim using Brelly tools
10 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 documents, import estimates, organize files, and add notes for Co-Pilot in Brelly V4.
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.
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.