Quote Conversion

Quote Conversion


  1. From the front screen in Durell, click on “Reports” and then the “General” tab. Select the “New Business (Quote Conversion)” report and click “OK”



  1. A new window will appear that will provide you with the opportunity to tell it which Quotes to include or exclude



  1. The “Policy Selection” button provides the opportunity to filter/restrict your report by a range of criteria and operates in the same way to the Policy Selection button in the Bordereau.
  2. The date range field is for you to add a range to your report: it will look for any quotes with On-Risk or Creation dates between the period specified.
  3. The remaining criteria are labelled and explain what selecting them will do to the report.