Financial Adviser
Durell FE Analytics Integration
You can integrate FE Analytics with Durell. The first step will be to obtain relevant login credentials from FE and then key them into Durell. Go to “Setup”, then “Analytics” from the list on the right. Input the credentials as shown Once the ...
Report on Future Trail Commission and Fees
You can use a report within Durell to review future trail commission. Begin by navigating to the Policy list. Click on the “Signpost” button, then on “Life” and then “Post monthly commission & fees” In the new window that appears, input your upper ...
List Policies Report
From Durell’s front screen, click on “Reports”, then the “Life” tab. Highlight the “List Policies” report and click “Proceed” A new window will appear, where you can input your required report criteria. Type in your required date range for the report ...