Training Although any Durell system is easy to use and comes with a free online manual we do recommend you invest in training in order to get the best from your system. Monitor training.png




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Key benefits of our training...

A full day of training means a full day (i.e. 9am until 5pm)

No additional subsistence charges to pay

No cancellation charges to pay

All topics to be covered are chosen by you, not us

Several training options for maximum flexibility

 

Want more information?


get in touch Call us on 01823 326324 (Sales) or
               01823 334142 (Support)
email us Email us: sales@durell.co.uk
use online contact form Use our online contact form
download free software, ifa software Download a FREE trial copy of our system. It's fully functional and includes a free 1 hour system overview with one of our experienced sales team.


We offer the following methods of training:

Training on-site at your offices.

This is a full day from 9am until 5pm and any number of people can attend. Cost is £600+VAT (this includes for subsistence).


Training at Durell’s offices in Taunton.

This can either be for a full or half day. The costs are £400+VAT for full day (9am until 5pm), or £225+VAT for half a day. The half day is 4 hours, and the start and finish times can be chosen by you (e.g. 11am until 3pm). A maximum of 8 people can attend.


Online training

Online training is £55+VAT per hour, and is charged by the hour or part of the hour. You are only charged for the time used, regardless of the time booked, with a minimum of one hour. For example if a 2 hour slot is booked, but only 1.5 hours is needed, then the charge will be for 1.5 hours.


Although our training is optional, for new users we would recommend:

Larger sites – At least one day of training, either onsite or at our offices, followed by online training for individuals to cover specific topics in depth e.g. accounts, customising factfinds etc

Single users – One or more hours online training which can be held on separate days as needed, e.g. one hours training every week for three weeks.

 


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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 Durell's Life & General software is a combined back office paperless office system for advisers / brokers. It includes client information and accounts software with paperless office software for both financial advisers and general brokers. It is a paperless office software package with software for advisers and brokers, or a paperless office system for advisers / brokers. Also known as a CRM system with EDI, it is a combined System for IFAs and General Insurance Brokers and includes software for IFAs and Insurance Broker. Durell is Back Office Software with Insurance quotes. It is also IFA Software, which is software for Financial Advisers, also known as Back Office System for IFAs, CRM system for IFAs, Financial Adviser Software, IFA paperless office, IFA software, Financial adviser client software or IFA client database software. It includes fee timer software with retainers, which is ideal for RDR. Durell's "General Broker" software is EDI Software with a General insurance client database and paperless database for general brokers. It can be considered as Insurance software, General insurance software, General broker paperless office system, General Insurance Software with EDI, Software for Insurance Brokers, Back Office Software for Insurance Brokers, Insurance Broker Software or Software Solutions for Insurance Brokers.