Related Articles
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 ...
Copying Policies to a New Insurer
Highlight the policy you wish to copy. Then, click on the signpost button, scroll across on “Policies” and then select “Copy to different insurer / plan” In the new window which appears, select whether you would like to copy the documents themselves ...
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 ...
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 ...