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  1. Support Test Sandbox
  2. 🚀 Getting Started

🚀 Getting Started

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

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

Product Education Webinars

  • How to Up Your Productivity Game with Hi Marley: Part I (Webinar Content)
  • How to Up Your Productivity Game with Hi Marley: Part I (Webinar Content)
  • Property Claims Made Easy: Best Practices for Adjusters Using Hi Marley
  • Property Claims Made Easy: Best Practices for Adjusters Using Hi Marley
  • How to Up Your Productivity Game with Hi Marley: Part 2 (Webinar Content)
  • The Proactive Auto Adjuster: Reducing Workload with Hi Marley
See all 8 articles

2 Minute Tips

  • Secondary Assignee Out-of-Office Logic
  • Unaddressed Feature
  • Settings Redesign
  • Follow-up Message and Delay Feature
  • Emoji Configuration

2️⃣ Navigating the Hi Marley Web App

  • Chats Tab
  • Inbox
  • Cases Tab

3️⃣ Case Management

  • Auto-Close Inactive Cases
  • Case Creation
  • Primary Operators
  • Secondary Operators
  • Closing a Case
  • Case Visibility
See all 7 articles

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

  • Introducing Texting To the Insured Customer
  • Hi Marley Best Practices
  • Tracking the Conversation in Your Claim System
  • Collaborative Claims

Customizable Automated Messages

  • Automated Message Change Request Forms
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