Insurance CRM System with Integrated Policy Administration

Durell provides a complete insurance CRM system for brokers, MGAs, insurers and financial advisers. The CRM sits at the heart of the software, giving you instant access to client information, communications, documents, renewals, tasks and complaints. Surrounding the CRM are tools for policy administration, diary planning, accounting, compliance and document handling — all in one connected system.

Intro

Introducing Durell 2.0 — The Next Generation PAS

We are currently developing Durell 2.0, a modern, cloud-ready Policy Administration System (PAS) designed to deliver faster workflows, an improved user experience and enhanced automation for the full insurance lifecycle.

While the current Durell system is CRM-led, Durell 2.0 places Policy Administration at the centre, supporting brokers, MGAs and insurers with a clearer, more intuitive system for managing policies, endorsements, renewals, communications and financials.

Durell 2.0 Video Showcase

Introducing Durell - Search and Sticky Note Features

Business Account Creation & Management Features

Account and Reporting of Vulnerability Feature

To explore how Durell can benefit your business and learn more about our capabilities, contact our Head of Business Development Arron Coles.

Software Features

Contact Manager

Our Contact Manager holds all your customers’ contact information together with their activities. The activities list can contain:

All diary appointments

Documents

Renewals

Complaints

Mailshots

Emails

Notes

Mailshots

Documents can be stored on your server or live in the cloud, enabling live access and sharing across the software and, in future, inside your online customer portal.

Outlook integration ensures emails are automatically stored against each client record, creating a complete and accurate communication history.

Diary

The Durell diary allows you to see your own tasks for the day and what your colleagues have planned for theirs. It helps teams:

Organise appointments

Track important tasks

Manage follow-ups

Monitor outstanding actions

Managers have visibility of the team’s workload and can easily identify time-sensitive tasks.

Accounts

Durell includes integrated accounts designed specifically for insurance businesses.

You can record all transactions, manage bordereaux, insurer statements, commissions and agency payments, and reconcile accounts efficiently.

The accounts module supports Making Tax Digital (MTD) for VAT submissions, enabling compliant online returns.

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

Frequently Asked Questions

Durell is an established provider of software to general insurance and financial services industries. with over 40 years experience.

Durell Software is a hard-working, dedicated team of technical specialists and we pride ourselves on our customer service. When you sign up you will have exclusive support from our Client Care team until you are comfortable using the system.

Read more about Durell in our About page.

Yes. Durell supports a wide range of UK insurance organisations including brokers, MGAs, underwriting teams and financial advisers.

Yes. The system includes full audit trails, complaints logging, TCF reporting and document storage.

Yes, the accounts module enables digital VAT submissions in line with MTD requirements.

Yes. Emails can be automatically saved into the Contact Manager and stored against client files.

There are a number of steps we have taken to ensure complete security in our system, including:

Durell is ISO 9001:2015 and ISO/IEC 27001 accredited for secure company practices and procedures
Compliance to OWASP security standards with periodic review
Durell offers two factor authentication (2FA) across all accounts
Automatic blocking of suspect activity
Comprehensive audit trail of activity
Forced password strength standards

Every change we make in the system is tested, tracked and signed off in a test environment before it reaches your live stream.

We also offer bulk testing tools to test any size of rating guide, from simple structures to the largest multi-factor component-driven rules.

When you sign up you will have exclusive support from our Client Care team until you are comfortable using the system, within-depth training available at any point.

You will also have access to our extensive knowledge base.

Ready to Learn More?

Find out how Durell can support your policy administration, CRM, accounts and everyday operations.

Contact us to discuss your requirements or request a demonstration.