Add New Policy to Durell

1. From the front screen of Durell, click on “Setup” and then “Products” from the list
   

1. Click on the “New” button, select “All fields” and then click “OK”
   

1. In the new window, select a “Type”, a “Product” and also an insurer, from the list of “Companies, General Insurance”. Once selected, type in the name of your new policy into “Plan name”.
   

1. Give the policy a code, by clicking the “=” next to the yellow box and then click “Save”
   

1. Your new policy will now be ready to use.
   

    

• Related Articles

• Export Policy or Claims List to Excel

  From within the policy or claims lists for all clients or individual clients, you can export the policies/claims you see listed to Excel. While viewing the list you wish to export, click on the “Signpost” button, scroll across on “Policies” (or ...

• Copy Existing Policy to New Policy

  Locate the policy you wish to copy the details from. Highlight it, then click on the “Signpost” button. Scroll across on “Policies” and click on “Copy to different insurer/plan”  A new window will appear. In it, select a new insurer/plan and click ...

• Amend the Policy Holder

  It is possible to assign a policy to a different policy holder in Durell. Begin by visiting the policy you wish to amend. Highlight the required policy row, click on the “Signpost” button, scroll across on “Policies” and click on “Change policy ...

• Creating a Fee Policy

  It is possible in Durell to create an individual Fee Policy row, specifically for a fee that is required to be separate from a parent policy. Start by visiting the client record and policy list of the parent policy which requires the Fee Policy. ...

• Group Headers for Policies

  This guide will show you how you can have a single policy acting as a policy summary for clients who may have policies spread among different client records in Durell. Begin by visiting the Client you wish to hold the Group Policy. Open their policy ...