Software features

The core of the Durell system is a CRM comprising of contact management, diary and built-in accounting. Industry-specific capabilities are provided in General Broker and Financial Adviser modules.

The Accounts module is recognised by HMRC as software compatible with the government’s Making Tax Digital initiative for digital record keeping and filing VAT returns.

Contact Manager
Diary
Accounts
Intro

Contact Manager

Manage your business relationships with Durell’s contact manager.

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.
Durell helps you organise, improve and facilitate interactions with clients, prospects and business partners.

Diary

Schedule your workflow with Durell's diary.

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

Accounts

Integrate your accounting with Durell's accounts.

Durell's built-in accounts package provides a cost-effective and straightforward way to manage your financial operations.
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.

See some of our software features below

CRM system
Client facing portal
Compliance support
Integrated finance
Quote portal for EDI trading
Business intelligence
Full-cycle EDI
Customer communications
Claims management
Email links to back office
Built-in accounts
Semi-automated audit trail
Fully integrated with Outlook
Task assignment
Autogenerated notes
Reportable filters

Aggregators using the API to show our brokers' products:

Compare the market
Confused
Go Compare
Money Supermarket
Quotezone

Contact us to discuss your requirements today

See what our customers say about us

High Quality & Prestigious Brands

Rated 4.9 of 5

Durell have been our broking platform provider since BQI were established in 2006. It's a fantastic product with great flexibility. Whenever we need anything the whole Team at Durell are on hand to respond quickly and professionally.

Their business remains the perfect size to ensure they have more than sufficient resource whilst allowing you to speak to the right person every time. The recent development of CFS and web based modules is of particular interest and keeps things cutting edge. Highly recommended product backed by decent, knowledgeable people.

Sean Quinn
BQI Group, Owner & Director

By far and away the best Software company I have dealt with to date. Always there when you need them, often outside office hours! They really care about understanding your business and getting it right. Probably the most refreshing point is that they talk English and not 'tech talk' which makes the whole process that much easier. Would highly recommend.

Nigel Hawkes
Director of Operations Topsail Insurance

Durell have provided us with a highly cost-effective and rapid route to market to offer best-in-class customer journeys and products tailored to our customer base. We’ve been continually impressed at all stages of the product development lifecycle, as well as Durell being highly supportive of our day to day operations.

They’ve been exceptionally flexible with regard to changes to all aspects of each product's configuration, and have provided strong support levels (evenings/weekends/etc) throughout. Working with Durell has felt like a true partnership - and we look forward to building on this relationship over the coming years.

Benjamin Wigoder
Head Of Financial Services at Utility Warehouse
Read more testimonials here
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