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  1. Hi Marley
  2. 🚀 Getting Started

🚀 Getting Started

If your team is new to Hi Marley, check out these helpful guides

Product Education Webinars

  • The Proactive Auto Adjuster: Reducing Workload with Hi Marley
  • How to Up Your Productivity Game with Hi Marley: Part 2 (Webinar Content)
  • Property Claims Made Easy: Best Practices for Adjusters Using Hi Marley
  • How to Up Your Productivity Game with Hi Marley: Part I (Webinar Content)

1️⃣ Setting up Hi Marley

  • How to Activate Your Hi Marley Account
  • Setting up Your Profile
  • How to Create a Desktop Shortcut
  • Computer System Recommendations

2️⃣ Navigating the Hi Marley Web App

  • Inbox
  • Cases Tab

3️⃣ Case Management

  • Case Creation
  • Primary Operators
  • Secondary Operators
  • Closing a Case
  • Case Visibility
  • Bulk Actions

4️⃣ Chatting on Cases

  • Opt-in & Opt-Out Workflow for Texting
  • Message Templates
  • Scheduled Messages
  • Notification Settings
  • Outbound Media
  • Inbound Media
See all 9 articles

Recommended Workflows

  • Hi Marley Best Practices

Customizable Automated Messages

  • Automated Message Change Request Forms
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