Client Facing Services

Publish policy, investment and personal information for prospects and clients via your website

Click here for more information on our
5 star system

Click here to download a free month free trial system

Click here to download a free month free trial system

Download Free trial

Unlike other back office software providers we invite you to try our system for FREE without any obligation. Click here to download the fully functional 3 month free trial to see for yourself how powerful it is.

Partners

Integrated link to iprism for full-cycle EDI commercial insurance quotes, including High Net Worth Home & Contents as well as Property Owners, Tradesman, PI, etc.

Fully integrated link to Insurecom for full-cycle EDI personal lines insurance including Home, Motor, Commercial Vehicle, Taxi and Motorcycle. Webline

Fully integrated link to Webline for life quotes, including Term Insurance, Whole of Life, PMI, etc.

Latest Update (6.6.42)

Are you running the latest version?
If you are not currently running version 6.6.42 it is strongly advised that you update your system now by clicking here.

Why do I need to update?
Our in-house development team are always striving to improve the system by keeping abreast of the latest technologies, new requirements introduced by the FSA, and suggestions from our users. It's therefore advised you upgrade your system (at no additional cost) whenever a new update becomes available.

Who are we?

Durell is unique in offering a comprehensive one-stop-shop solution, which at no extra cost can optionally include commercial, motor, household, mortgages, life, pensions and investments. We also include a multi-company accounts package (to Trial Balance) with VAT, fee timers and retainers – ideal for the forthcoming RDR. The system boasts its own paperless office system, multi-user diaries and instant messaging, TCF and extensive reporting, financial planners, user-definable fact finds and quotation systems for both life insurances and personal lines (Full-cycle EDI). On top of that you get state-of-the-art investment portfolio management with contract enquiry for on-line valuation.

Our system is used by major IFAs, dedicated Commercial Insurance brokers, and brokers specialising in just Personal Lines – but we also have customers who are involved in all of these services to offer a one-stop-solution.

Durell now leads the field in direct Customer Interaction, via our new Web-link facility. This allows your clients to log-in to their own screen from your website, to get their policy details, update their valuations, check life, motor and household quotes, and even complete fact finds on-line. Click here to read more

So who are we? We are THE COMPLETE SOLUTION, and proud of it. We have been a significant provider of Client Relationship Management (CRM) and accounting software to IFAs, Mortgage and General Insurance Brokers for over twenty years. Our system provides a one stop, quality back office solution suitable for both large and small enterprises. We have around 1000 users, including large companies with 50+ registered individuals, as well as smaller ones and single-users attached to networks.

Why choose us?

Durell's mission is simple - to provide a software solution which is comprehensive and flexible, without the high price tag normally associated with CRM systems. We would never pressure sell our system as we believe it sells itself, hence our 3 month free trial system - you can try the system in your own time, without pressure from our sales team to sign up.

Latest News

We are delighted to welcome Sweetland Associates Ltd as new users of our Financial Adviser system
31^st January 2012 via Twitter
We are delighted to welcome Robert Beck Financial Services as new users of our Financial Adviser system
20^th January 2012 via Twitter
We are delighted to welcome Jo Pavey Insurance Services as new users of our General Broker system
05^th January 2012 via Twitter
We would like to wish everyone a happy Christmas and a wonderful New Year
22^nd December 2011 via Twitter
Our December newsletter is available here: http://t.co/5ex3otbd and includes topics planned for the next four free group training sessions
21^st December 2011 via Twitter

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.