Program Update- 2008

A summary of the main changes, additions and corrections in the latest release of the Durell Solutions product.


Update: 5.05 | Released:28/07/2008

Life & Investments

Removed spurious client reference numbers appearing on the valuation report

General Insurance

Renewal policies may now be given a finance payment method (payment methods F1 to F5)

All Users

Option in Adviser Setup to reset commission rates now works for renewals as well as policies

New section added to Help screens (under Reports) explaining how to setup RMAR reports


Update: 5.04 | Released:23/07/2008

Life and Investments

Added templates for RMAR P & L and Balance Sheet reports

Now displays the client ref for Co-funds on the policy screen and valuation reports

On-line valuation of pensions now includes both protected and non-protected rights

Added options to re-value and print valuations by mailshot selection

Option to pass compliance details from one policy to another now includes all data

General Insurance

White “Notes” button on toolbar now works on all Household policy screens

Re-broked Household policies now start at 00:01 rather than the current time

Insurecom Referrals & Declined no longer include all companies unless “Open Market” selected

Date field on Household pop-up to Edit Claim may now be adjusted

Insurecom policies now refer to Setup/General Insurance to get the invoice date (Today or On-risk)

Added templates for RMAR P & L and Balance Sheet reports

Photographic policies
Fixed renewal NCD for photographic policies
Added prof indemnity to liability cover in photographic policies
Added prof indemnity details on bordereau for photographic policies
Fixed premium table for photographic policies

Added latest car makes and models

Deleted claims are now fully removed (no longer reappear in linked Word docs)

Special

Added branch names and sort codes to Sales Analysis report for NHFA

Valuations with investments in trust are now correctly grouped for Fogwill & Jones


Update: 5.02 | Released:30/06/2008

Life and Investments

The funds list has been fixed re transferred-out and closed funds that were the wrong way around

General Insurance

The Date field on pop-up for Household Claims may now be edited

The Invoice date for policies taken-up via Insurecom is now as set in Setup/General Insurance

Where an MTA has a sales invoice of zero value the remaining purchase invoices may now be posted

All Users

Added the "Other phone" and "email" fields to Setup /Import

Fixed link to Word, which was not picking-up all the records for "All Sets, mailshot = Y"

Stopped diary from displaying all memos when logging in

Stopped pop-up appearing with message “No version information available”


Update: 5.00 | Released:18/06/2008

All Users

New look main menus with themes for backgrounds and buttons

Rename button in the Doc Viewer now shows the filename and path, and allows re-selection

You can now retrospectively link a scheme policy to a client

Extra option added to Client Notes report to list all address sets

Extra options added to Diary listing for “Time Spent” (e.g. to list fees entered by all users)

Life

Clerical Medical investments may be re-valued via on-line contract enquiry (from July 14th)

Standard Life investments may be re-valued via on-line contract enquiry (from July 14th)

The commission screen now allows repeat consultancy fees to post periodically (e.g. monthly)

Life commission invoice date now defaults to the policy start instead of the date entered

Top-up investment events (with compliance) now appear in compliance reports

Variations and top-up investment events now appear in KPI reports

Financial Adviser Remittance may now report by financial year (in addition to calendar year)

Reinstated missing note fields in fact find

New fact find system now allows multiple fact finds to be saved on same date

New fact find system no longer crashes when moving quickly through sections

New fact find system no longer sometimes incorrectly jumps to the previous section

General

New “Signpost” option added for Leads & Advisers to reset commission rates in existing policies

Latest car makes and models added to dropdown selections

Special

Routine added for Home Call to load policy data

Created Management Info and HSBC Allocations reports for NHFA


Update: 4.72 | Released:23/04/2008

Life and Investments

New on-line valuation routine load funds, units and prices into brand new policies (without existing fund details)

Added new Mortgage Fact Find (requires new fact find system)

General Insurance

Added new Mortgage Fact Find (requires new fact find system)

Fixed the problem with EDI cancellations that have zero-value premiums

Motor quotes with errors (previously disappearing) now listed as “Declined”

All Users

New on-line Help system works via the Internet, so is always up to date


Update: 4.67 | Released:02/04/2008

Special

Further additions to fields on NHFA Commission Analysis report (csv file)

General insurance premiums funded by Tactica will not be added to the tactica csv file till the “WEB” temp ref is changed

Life and Investments

Indemnified liability period (in months) can now be entered on the Setup / Product screen (i.e. on a per product basis)

Fixed data transfer from old fact finds to new system

Fact finds cannot now be changed locally while also on the web-link

Fact finds now prompt to save the current page on exit (n.b. all other pages are saved by default)

Added a £Standard answers” button to create default answers for new fact finds (e.g. set field to “N/A” instead of blank)

The web-link report now includes fact finds

All Users

Fixed locking problem when setting-up new mail shot dropdown fields


Update: 4.65 | Released:26/03/2008

Special

More improvements for Churchills Monthly Report

Extra fields added to the NHFA Commission Analysis report (csv file)

Life and Investments

Optionally added the new fact find system (n.b. user must activate this via the Setup screen)

The title "Miss" has been added to the dropdown for "Policy held by"

The Commission Analysis report (that creates a csv file) now includes the

General Insurance

Percentage of Business report now shows figures for premiums as well as commissions

The start date and time for renewals by EDI is now synchronised with the insurers

The monthly Instalments report now shows the policy holder as well as the insurer

All Users

While a client record is on your website a "world" icon is displayed next to its "Search name"

Now possible to copy address records between non-client address sets

The Document Viewer now supports XIF graphic files (requires third party viewing software)


Update: 4.63 | Released:11/03/2008

Special

Further developments for the Monthly Report for Churchills

Life and Investments

A button has been added to pass a revised fund name to all affected contracts

General Insurance

The Percentage of Business (by Type, Insurer, etc) report now works correctly

All Users

The web-link log may now be printed


Update: 4.62 | Released:04/03/2008

Special

Fixed Churchills "Salary" date field to accept dates in the future

Added postcode search for Gas Fitters for Homecall

Life and Investments

Added "Dr" to list of "Policy held by" options

Fixed the "New Business Compliant" tick box so that it links to the correct user-name

Fixed non-unitised fund holdings to appear in revaluations

General Insurance

Fixed the "Directors & Officers" product so that screens can be linked to it

All Users

Fixed diary so that it correctly displays the selected user


Update: 4.61 | Released:29/02/2008

Special

Created Monthly Report for Churchills via a Word template

Life and Investments

Valuation Report can now be run from the "Reports" button on the Durell Main Menu

Stopped Fin Express downloads from blanking-out sector names (a further fix may be required)

Monthly commission renewals now work correctly

All Users

System now correctly returns to the original client record after exiting from a partner or other linked record

Fixed the Sales and Purchase Ledgers (which were stopping after a given number of entries)

The print-out of a Client's Personal Details can now include the additional mailshot fields

Mailshot markers are now set per user (not globally, as before)

System now retains the last-used address set when creating invoices

Added option to remove date from Compliance Details report


Update: 4.58 | Released:24/01/2008

General

Fixed Monthly Installments report

Added standard Posting Defaults for type IN (same as CH)

Added extra checks and messages re household policies with zero contents

Fixed .csv output file for Tactica Premium Credit

Latest motor vehicles added

Life and Investments

Added alternative valuation report with different layout

Added option to show funds in pie chart on alternative valuation

Added Signpost option in individual Policy screens to display on-line Contract Enquiry details

Fixed Group Scheme screens which were mistakenly displaying "Beneficiary" fields, etc

Fixed standard Posting Defaults for type DD

All Users

When sending an email the prompt to save in Durell now is always on top

Web-link report has been fixed

Web-link now does not crash if you try to update a record with blank DOB

Web-link is now available on a secure server at no extra cost


Update: 4.56 | Released:07/01/2008

Fixes

Fixed commission screen, which no longer defaults all investments to "Indemnified" and no longer sets renewal commission to "None"

Fixed system so it no longer crashes on one of the Fact Find screens

Life and Investments

Added on-line contract enquiry (i.e. automated re-valuations) for Selestia

Now possible to select historic fact find data to pass to Word (i.e. to print an historic fact find)

When merging the transactions of two investment contracts (by deleting one and passing its transactions to the other) the system now also passes the compliance and commission details.


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Durell provides solutions for IFAs and mortgage brokers, as well as general insurance brokers dealing in personal lines or commercial insurance. Its solutions include paperless office, complaint management, financial planners, factfinds, FSA compliance, diaries, contact management and accounting software. It is suitable for registered individual financial advisers, IFA networks and national IFAs. It includes a mortgage fact find and investment portfolio manager with on-line contract enquiry for instant valuations. It encompasses mortgage adviser software, mortgage broker software, wealth management software, back office software, financial planning software and software for independent financial advisers.

Software | Back Office | Financial Adviser | IFA | Provider | General Insurance | Life and Investments | Insurance Brokers | System | Database | Solution | CRM (Client Relationship Management Software) | Policy administration | Factfinds | Full Accounts | Pensions | Personal Lines | Commercial Insurance | Insurecom | Full cycle EDI | Online contract enquiry | Paperless office | Financial reports