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Durell System Manual
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comprehensive manual if you require technical support you should contact our help desk on 01823-334142.
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Supported Durell users can call us on 01823 334142 for any support on technical issues.How to use this manual
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Quick Start
Overview
Set Up
System Maintenence & Backup
Clients & Other Address Sets
Fact Finds (New)
Fact Finds (Old)
Diary & Tasks
Complaints
Email and SMS Text Messaging
Document Viewer
Templates
Mail Shots
Scanning
Financial Planners, New
Financial Planners, Old
All Policies
Grouped Schemes & Linked Policies
Life & Pension Policies
Investments
On-Line Contract Enquiry for Investment Valuations
Mortgage Processing
General Insurance
Reports
Accounts
APPENDIX
Dude.
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© Durell Software Ltd 2008 - 2012 | Designed and Managed by Durell
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.
© Durell Software Ltd 2008 - 2012 | Designed and Managed by Durell
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.