Create a Case

Before you can create cases, you must first complete account activation steps here.

How to Create a Case

1. Navigate to Hi Marley's website
   1. If the Create Case button appears on the top right → Step 3
   2. If the Create Case button does not appear → Step 2
2. Click Cases in the navigation bar
   1. If the Create Case button appears → Step 3
   2. If you see the message below, proceed to your system of record to create your Hi Marley case. You may contact a Hi Marley administrator at your organization for more information

3. Click Create Case button
   1. Type the end user's mobile phone number.
   2. Type the end user's First Name, Last Name, and Email (optional)
   3. Chose a Customer Language (optional).
      1. The default language is English and can be changed in after case creation at any time.
   4. Enter Zip Code and Email (optional)
   5. Specify the Contact Case Role
      1. Claimant, Insured, Injured Worker, Agent, Other

4. Click Select Case Type
   1. Claim, Policy, General
   2. Fill out remaining fields with an asterisks (other fields are optional)
   3. Click Create Case to send the automated Welcome Message to the end user.
5. Go to the Inbox on the left hand panel to begin the conversation!

When the end user has responded Yes to the automated Welcome Message, you may continue the conversation with them!