The core of the Durell system is a CRM comprising of contact management, diary and built-in accounting. Industry-specific capabilities are provided in the General Broker and Financial Adviser modules.
Here is the complete back office software.
The ‘client screens’ are the hub of the system with configurable information capture and quick links to other parts of the system – e.g. to see a client’s list of policies or current statement. The system includes document management and comprehensive templating to Microsoft Word and Excel, with mailshotting and integration with Microsoft Outlook. There is also dedicated complaint handling and Treating Clients Fairly (TCF) reporting.
As well as private or public diaries per user you can easily set-up user groups and shared diaries. Filter the calendar for your appointments, a client’s history or user definable actions – e.g. “Meeting Away”. Use the semi-automated chase-up feature to stay on top of deadlines and the integration with Microsoft Outlook to import meetings and export calendars so they can easily be viewed on other devices.
The back office software includes a built-in accounts package (to Trial Balance) with Sales and Purchases Ledgers, Nominal Ledger, Cashbook and Bankbooks. Stop re-keying data with pre-set posting of pay-aways to advisers, leads and introducers and automated matching of invoices to nominals. Produce detailed reporting including Client Statements, Aged Debtors, Balance Sheet, Profit and Loss, Trial Balance, VAT and FCA required reports.
Features targeted at the general insurance industry include full-cycle EDI for Personal Lines and flexible Commercial Lines screens allowing you to tailor the system to your business. Setup your own full-cycle scheme business with the CFS add-on. Administer policies efficiently with extensive lifecycle management tools, compliance checklists and dedicated claims handling.
Financial Intermediaries can run their business with the comprehensive investment portfolio management screens with real-time valuations and provider statements downloaded directly into the Accounts. Further benefits include user definable Fact Finds, RMAR reporting and EDI annuity, life and protection quotes and take-up.
The Client Facing Services (CFS) add-on is a market-leading client portal that seamlessly integrates your website and back-office system. CFS is a collection of pre-built web components offering secure messaging, document issuance, online quotes, valuations and browse & buy capability and can be customised with your logo, colour schemes and text to match the rest of your website.