General Broker
Running the Bordereau
From the Durell front screen, click on “Reports” then select and click “Proceed” on the bordereau In the new window that appears, you can filter the policies that will be displayed in your report by using the available settings By clicking the ...
Running the Bordereau (Standard to Excel)
From the Durell front screen, click on “Reports” then select and click “Proceed” on the bordereau In the new window that appears, you can filter the policies that will be displayed in your report by using the available settings making sure you select ...
Running Renewal Report
Go to Policies Select Documents on the toolbar Click New Then Spreadsheet Under Select records select Policies, all records Under Data field set select Renewal Commission Press OK You can then apply filters to headings as required
Renewals Checklist Report
From the Durell front screen, click on “Reports” and then select the “Renewals checklist” report. Click “Ok” to run it You can set the report criteria in the new window which will appear By clicking the “Policy selection” button, you can ...
Quote Conversion
From the front screen in Durell, click on “Reports” and then the “General” tab. Select the “New Business (Quote Conversion)” report and click “OK” A new window will appear that will provide you with the opportunity to tell it which Quotes to include ...