General Broker
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 ...
Fleet - Remove a Vehicle
Highlight the policy you wish to remove a vehicle from and start an MTA Proceed to the screen that displays the vehicles covered by the policy. Highlight the vehicle that requires removal and click on “Delete”. Decide whether you need to delete ...
Create and Post a Renewal
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 “Renewal for current policy” Progress through the screens, ...
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, ...
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 ...
Amending Renewal Date at Renewal
After you have started a renewal, you have the ability to amend the on risk date and next renewal date of the policy. From the first screen of your renewal, click the “=” button near the top right In the new window which pops up, you can type the ...
Creating Addons or Standard Answers
From the Durell Home Screen click ‘Policies’ From the ‘Policies’, click on the ‘Signpost’, scroll across on ‘General’ and then click on ‘Setup standard answers’ Click on the ‘Snowflake/Starbust’ button and input the details of the new type of 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, ...
Amending Comm & Fee Rates on Products
From the Durell Front Screen select “Setup” From the list on the right, select “Products” Locate the product you wish to change, then double click. Click “Edit”, input the commission levels for new business and renewal Finally click "Save"