• From the front screen of Durell, click on Setup and then Products from the list.
• Click on the New button, select All fields and then click OK.
• In the new window
  • select the Type of insurance
  • select the type of Product
  • find the insurer from the list of Companies, General Insurance
  • type in the name of your new policy into Plan name
• Give the policy a code, by clicking the = icon next to the yellow box and then click Save.

Your new policy will now be ready to use.

• From the Durell front screen, click on People, which will take you to the Individual Clients or Business Clients address sets
• You will likely see an existing client record. To create a brand-new record, click on the Snowflake button.

• You will be presented with a window to input the new client’s details. Key in as much as possible and then click “OK”

  • select the Type of insurance
  • select the type of Product
  • find the insurer from the list of Companies, General Insurance
  • type in the name of your new policy into Plan name
• Give the policy a code, by clicking the = icon next to the yellow box and then click Save.

Your new policy will now be ready to use.

• From the Durell home screen locate the client you wish to create a new policy for.
• Once on the clients record, click the Policies button. 
• If there are no existing Policies or Quotes, select Policy in the pop-up. If there are - click the Snowflake button and select Policy.
  • Use dropdowns to select policy Type, Product, Insurer and Plan Name
  • Next, fill in all the required information. Clicking the right arrow will take you to the next page, the left arrow will take you back.
  • Once you reach the Premium screen you can enter key financial information, before clicking the right arrow to begin posting figures to accounts.
  • Click the right arrow on the Payaway screen
• We recommend clicking preview in the final pop-up to view the accounts before posting.

Once done your new policy will be created.

• From the Durell Home Screen, locate the client you wish to create a new quote for.
• Once on the client's main page, click the Policies button.
  • If there are no existing Quotes or Policies, select New Quote in the pop-up.
  • If there are - click the Snowflake button and select the type of Quote required.
  • Next, select product and product type.

Your new quote will now be created.

From the Durell Home Screen locate the client you wish to create a renewal for.

• Once highlighted, click on the Snowflake button, a pop-up box will open where you can choose to create a new Renewal for current policy
  • This takes you into the Renewal which is similar o the policy screen
  • You can progress through the screens making any changes to risk information as required
  • Once you land on the Payaways screen you must save the renewal by clicking on the floppy disk button
  • When you are ready to take up the renewal find it in the Main Policy List  and highlight it
  • Click on the signpost button, scroll across on General, again on Renewals and then click Take-up
  • On the window that pops up check the details are correct and click OK to continue and OK again

You will now be taken back to the premium screen of the renewal

• Click right arrow to move onto the payaway screen and again to progress past it
• This will post the renewal to the accounts

We recommend previewing the account entry you are about to post to check all the details are correct.