Schemes - Durell Software

Schemes features

Our schemes platform is the most intuitive, flexible, cost effective and quickest to market software platform for Insurers, MGAs, Affinities and Brokers with Delegated Authority to administer schemes.

See schemes features

Durell gives general insurance brokers the tools to manage the full policy lifecycle from quote and issuance, through claims and MTAs to renewal.

MI Dashboards

Front-End Reporting

White-labelled Question Sets

Enquiry Only

Quote & Buy

Secure Messaging

Bespoke Question Sets

Client Dashboard

iCustomer

Auto Renewals

Flexibility to scale

The schemes platform supports B2C (Broker to Client) and B2B (Broker to Broker) sales, language packs with variants for client, broker and underwriter means you can sell to both channels from the same question set.

Open your product to direct sales online, restrict it to registered users, or lock it to your agents only. An Insurer or MGA’s brokers or a broker’s sub-brokers or other introducers can be given access restricted to their own business. Extranet out of the box!

Our robust and powerful API allows quoting on aggregators or integration of your product into other sites and services. Insurer Hosted Pricing out of the box!

Hosted on Amazon Web Services we can scale up capacity at the click of a button.

All the tools you need

White label online quote & buy, configurable web portal for clients, brokers, insurers and claims handlers.

Complete flexibility of question set, create a bespoke journey for your clients and product.

Quick rate, document and email changes.

Our schemes platform builds on Durell’s 40 years of expertise to provide powerful and flexible tools developed in collaboration with our clients.

Online Platform

Use our schemes platform collection of pre-built web components to easily create a client portal on your website linked directly to your Durell database.

Client Portal

Our schemes platform is a white label system: add your own logo, colour schemes and text to match your brand and website. Give clients the ability to amend their personal details online, and have this populate your Durell database (with audit trail).

Increase Footfall

Clients can access all their important documents through your website and even upload files directly. Increased footfall through your website will reinforce your brand and help cross-sell your products.

Secure Connection

The encrypted connection between your back-office and the schemes platform allows you to securely message clients and issue sensitive documents electronically. Be paperless without the security risk of using email to issue documents.

Dashboard

Through the schemes platform dashboard you have full control of what your clients can do or see in the portal. View a live feed of messages and notifications and respond quickly to your clients’ needs. Analyse detailed Management Information by business type and source.

General Broker

Set up automated trading of your custom scheme with a browse & buy website linked directly to your Durell database. Create a pricing structure that is as sophisticated or straightforward as your scheme requires with Durell’s market leading bespoke quote engine. Take secure online payment by credit card, use the links to Close Brothers Premium Finance or collect Direct Debit instructions. Allow advisers and sub-agents to log in to review their clients’ details and policies

Financial Adviser

Make your reviews more efficient by letting your clients view and edit their Fact Finds online. Provide modern, interactive portfolio valuations to your clients through the client portal. Allow clients to review changes to model-based portfolios online with Durell’s market leading Portfolio Review System and investments strategies to improve their finances using resources as etoro copy trading which is great for people wanting to improve their investment portfolio.

Premium Features

Feature Packed

Get all of our existing functionality out of the box with a simple transactional pricing structure and no hidden extras

MI Dashboards

Front-End Reporting

White-label Question Sets

Full-cycle

Rate, Underwrite & Refer

Scheme admin dashboard

With quote conversion funnel, real-time event feed, configurable filter, drag-and-drop bordereau report designer and export

Renewals dashboard

With graphical representation of renewals workflow, renewal processing funnel, YoY performance, renewal list and data export

Policies dashboard

Aggregating all your business, commission pipeline, policy list and data export

MI quilt tool

Available on MI dashboards, choose your KPI - premium, total income, commission, select up to 4 levels to drill down through the graph – product type, insurer, agent, select your colour scheme which now includes a heatmap indicating year on year performance for renewals

Bordereau

Build and run your own bordereau and other reporting without delay or cost

API call

As well as a csv export the output is available as an API call, i.e. it is possible for third party systems such as the insurer to pull the information directly

Special field sets

like Premium, References, Dates are available to the builder, but also all fields from the question set and any sub-totals in the rating matrix can be pulled through giving complete flexibility for bordereau or MI reporting

Create report layouts

Using the drag-and-drop builder

Use your own logo, colours and font

Responsive pages to work across all devices

Language packs support multi-lingual products, language variants for B2B (broker to broker) and B2C (broker to client)

Multi currency with locale specific tax

Fully customizable document templates, easily editable in Word but distributed as pdfs

HTML email message templates

Comprehensive pre-built field types

Polaris market standards supported

Integration with Sanctions Search for ID and Sanctions check at point of sale

Full recalculation at MTA - pro rata change in annual premium at current rates

Cancellation premium calculated as rules based on pro rata refund of individual invoice amounts

Named MTAs with restricted question set for common changes such as change of name

Bulk renewal invite, reminder and take-up with current period claims pulled from the back office

Collect annual payment by card, offer a monthly option with your own credit facility or our integration to finance providers

Fully configurable EDI messaging with Email, SFTP or AWS SQS drop locations

Single or multi-insurer panel

Flexible rating factors trigger rates, endorsements, documents, emails

Integration with Lexis Nexis and other data enrichment services for perils, pre-fill and credit check

Rating groups and sub-totals give full premium breakdown

Calculation notes logged for future reference

Timestamped matrices for multiple sets of rates based on effective date

Price guarantee

Override controls from broker fee and commission sacrifice through to manual underwriting

Refer to underwriter workflow

See some of our schemes features below

Bordereaux capabilities

24/7 Client portal access

Dedicated project manager

Ad hoc reporting

Language packs

Polaris standard ABIs

Direct link to back office

Customisable email templates

Custom reporting for insurers

Bulk renewals

Insurer Hosted Pricing (IHP)

Admin dashboard

Compliance solutions

Quick quote

White labelling

Data Enrichments

Aggregators using the API to show our brokers' products:

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