General Insurance Broker
Administer policies efficiently with Durell's General Broker module.
Durell gives General Insurance Broker the tools to manage the full policy lifecycle from quote and issuance, through claims and MTAs to renewal.
Dedicated personal lines administration screens including a comprehensive integration with Applied Systems for full-cycle EDI – all documentation automatically downloaded and linked to policies; MTAs can be priced and taken-up online and renewals automatically received from insurers.
Durell's flexible and configurable commercial screens can easily be tailored to fit your business. Use the integration with iprism for comparative SME quoting and placing new business.
Establish your custom scheme on the web with the CFS add-on by creating a browse & buy website linked directly to your Durell database.
Easily check and reconcile your Client Bank Account, make premium adjustments as required, be warned of non-payment and rely on automated transferable commission.
Policies displayed in an easy to navigate list with user-definable columns and grouping and the ability to filter easily by client and type of business. Quotes, MTAs and renewals optionally included in the list and can be taken up in a few simple steps.
Incorporate the dedicated Renewals Checklist screen into your business to filter, review and effortlessly take up renewals.
Extensive claims management screens, with each claim having a detailed list of individually claimed items, links to multiple contacts and an audit trail.
Pre-defined and user-definable Excel-based bordereau reports and other Management Information such as Quote Conversion and Renewal Retention reports.
All policy data can be exported to Word templates to give you complete control over your documentation.