Combined
Change Insurer / Plan
Changing Insurer / Plan 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 ...
Historic Policies
From the Durell Home screen, click on ‘Policies’. Signpost Policies Display Show Historic Policies The Policy view header will then display ‘Historic Policies by Client Name’
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 ...