Tracking the Conversation in Your Claim System

There are a few different ways to approach tracking the conversations that happen in Hi Marley in your claim system without integration.

Recommended Solution

We recommend noting daily conversations that happen over text the same way you would summarize a phone call in your notes. Once you get to the end of the claim, you then download the transcript and attach it to the claim file.

The adjuster can access the transcript of the conversation at any point.

Most of our customers have the adjusters download and attach the transcript themselves since they are the ones that are closing the case. You can also have a clerical or administrative staff pull the transcripts for each closed case. This would happen through the Cases tab.

To learn more, click here to view our article about Transcripts.