Policies, quotes & investments on your website
The Durell 'On-Line Service' allows you to publish policy, investment and personal information for prospects and selected clients via your website, where they can review their own data and instruct you to make purchases or changes. You may include client fact finds if you wish, and optionally add motor and household insurance quotes. Controls allow you to restrict these services to selected clients - possibly those paying a monthly fee.
The benefits to you will be..
Your clients can check their valuations and order new 'buys' and 'sells' by email
Clients can update previous fact finds without the need for a face-to-face visit
Prospects can get their own motor and household quotes (which you take-up subsequently)
Prospects can complete fact finds on-line – ideal for mortgage work
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 'On-Line Service' (costs £250 +VAT with £25 +VAT per month servicing charge)
A suitable website on which to host the 'On-Line Service' (if you don't have one Click Here)
A broadband Internet connection to regularly update your on-line data
View Demonstration log-in as 'Smith' with the password 'Hello'
© Durell Software Ltd 2008 | Designed and Managed by DSi Designs
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