Download/Email this page

Click here to download a copy of this page to print or save for future reference.

or Click here to email it to yourself or a friend. View Demonstration

log-in as 'Smith' with the password 'Hello'

The key benefits to you will be..

You can choose to charge a fee for this service/s

Your clients will view your website more frequently, hence noticing any special offers, etc

Create a 'One-Stop-Shop' for all of your clients’ insurance & investment needs

You will need...

A Durell Solution (e.g. Financial Adviser) to provide the source data

A Durell Weblink (costs £250 +VAT with £27.50 +VAT per month servicing charge)

A suitable website on which to host the Weblink (if you don't have one Click Here to find out about our in-house Website Design Service)

A broadband Internet connection to regularly update your on-line data

Want more information?

	Call us on 01823 326324 (Sales) or 01823 334142 (Support)
	Email us: sales@durell.co.uk
	Use our online contact form
	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.

Online Factfinds

All our software solutions include customisable fact finds where you can add pictures and logos and edit every item of data, including the prompts and titles - right down to the fonts and colours - to create your own unique questionnaires. Every system is supplied with an example full fact find plus another specifically for mortgages. You can use these straight out of the box or choose to edit them - or if that seems too daunting, for a small fee we can do it for you. Not only is it possible to print the end result in exactly the same format, but also this same layout can immediately be published on your website.

Clients can review and update previous fact finds without the need for face-to-face visits

Prospects can complete their initial fact finds on line – ideal for mortgage work

Saves you travel time and costs while proving your green credentials

Fact finds can be redesigned to match your company’s corporate look

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.