Webline
Version 5.57 of Durell adds a new integration with Webline for Life Protection business, through which users can access their online quotation and fulfilment service for quotes that can then be taken-up through Durell.
The benefits to you will be..
Save time as data doesn’t need to be re-keyed.
Most Life Protection business is unregulated, and can therefore be sold by General Insurers as well as Financial Advisers (n.b. your Durell system can be upgraded for both Life and General business free of charge).
Provided your business takes-up 36 such policies per year through Webline this service will be FREE. If less than 36 it'll only cost £120+VAT per year.
Even if you end-up paying for Webline note that it is just one charge per Durell system, not per individual.
Quotes can be saved in a client's Document Viewer for take-up at a later time.
You will need...
A Durell Solution (e.g. Financial Adviser) to provide the source data
A broadband Internet connection.
Registered Agencies
Version 5.57 update which can be downloaded from the Durell website (only available to supported users).
To start the setup process, click on the blue and yellow Webline button in the toolbar, and agree to the terms and conditions
© Durell Software Ltd 2008 - 2010 | 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 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.