Contract Enquiry / Commission Download
Contract Enquiry - Bulk Revaluations
This guide will show you how to create and save a Bulk Runner request, which will automatically update the values of every contract you have included. When proceeding through this for the first time, we would strongly recommend only selecting a ...
Commission Download User Guide
Setup: There are two areas of setup required, on Durell and the providers with whom you wish to receive your e-statements through Durell. Setup in Durell: To set up commission downloads in Durell please contact the Durell Sales team and ask to be ...
Client reference number for Contract Enquiries
Some providers (such as Wealthtime and Cofunds) require a ‘Client Reference number’ as well as the policy number to perform a contract enquiry valuation. To add a ‘Client Reference Number’ to a client record in Durell, on the ‘Client screen’, click ...
Printing Valuations for All Clients
Click on the “Reports” button from the Durell front screen. Select the “Life” tab and then run the “Valuation (standard) report” Use the criteria options in the new window to filter which clients you include in the report.
Obtaining Contact Info by Fund Held
From the Durell front screen, click on “Reports” button. On the “Life” tab, select the “Funds Held” report and click “Proceed” In the new window that appears, set the options as seen in the following image. You target people with a specific fund by ...
Edit or Change a Fund in an Event
From within a client’s policy, click the “Signpost” button, then scroll across on the “Fund”. Click on “Edit” and you will be presented with a window where you can change the name of a fund but keep the fund itself To replace a fund in an event, ...
Edit Fund Names
Double click a fund row in a policy to display the Fund Window. Then, click on the arrow to the right of the fund code. In the new window that appears, click on “Edit”. Now edit the fund name. Changing it in this field will prevent the revaluation ...
Create a New Fund
When inputting Funds into Durell, you will need to ensure that the fund is created correctly, otherwise contracts may not revalue or give you error messages while working within them. This guide will show you how to create a new fund. Once you are in ...
Updating Fund Prices
In order to greatly reduce the chance of errors during price updates, please maintain the FinExpress data base first. With everyone signed out of Durell, press the Windows key and “R”. In the new box that appears, type the following command in and ...