Related Articles
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 ...
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. ...
Add New Policy to Durell
From the front screen of Durell, click on “Setup” and then “Products” from the list Click on the “New” button, select “All fields” and then click “OK” In the new window, select a “Type”, a “Product” and also an insurer, from the list of “Companies, ...
Create and Post a Rebroked Policy
Begin by locating the policy which you would like to renew. Highlight it by clicking it once. Now click on the “Signpost” button near the top left and in the new window that appears, select “Rebroke for current policy” Progress through the screens, ...
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 ...