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Financial Services
Use our Web-link to display live valuations, policies, personal details and factfinds, documents, secure messages and life quotations (for term protection, ASU protection, income protection, etc)
View Live Demonstration »
General Insurance
Use our Web-link to display policies and quotes, personal details, documents, secure messages and general insurance quotations (for motor and household quotes)
View Live Demonstration »
Financial and General
Use our Web-link to display policies and quotes, personal details and factfinds, documents, secure messages and general insurance quotations (for motor and household quotes) and life quotations (for term protection, ASU protection, income protection, etc)
"The benefit of the Weblink has exceeded our initial expectations. In addition to reducing our paper, postage and printing costs, it is also saving us time. Less time completing factfinds, less clients making phonecalls for valuations, less time collating paperwork and reports.."
(read the rest of this testimonial via the link below)
Gary Lindop - Managing Director
Coventry Money Centre Ltd
Read More Testimonials
The key benefits to you will be..
You can choose to charge a fee for this service/s
Your clients will view your website more frequently, hence noticing any special offers, etc
Create a 'One-Stop-Shop' for all of your clients’ insurance & investment needs
You can offer a value added extra to your existing service, important for the post RDR environment
You will need...
A Durell Solution (e.g. Financial Adviser) to provide the source data
A Durell Web-link (costs £250 +VAT with £27.50 +VAT per month servicing charge)
A suitable website on which to host the Web-link (if you don't have one Click Here to find out about our in-house Website Design Service)
A broadband Internet connection - we recommend that your server has an upload speed of at least 1Mbps to ensure the fastest possible loading speeds
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You can use the Durell web-link to allow selected clients to view any of the following aspects of their data direct from your website...
Instant Valuations
you can choose to set up your Web-link system so that when a client logs in to their Web-link service their portfolio will automatically update with the most recent prices directly from the insurer (see our online valuations page for more information). If a "live" valuation is not available for any reason, the system will automatically display the last valuation
NEW: Portfolio Analysis
this screen shows a graph of the valuation history of all
policies, along with a fund price history. It also shows pie charts for investment type, sector split and risk split allocation for the
clients policies
Policy List
a detailed breakdown of each of the client’s policies, displayed in a tablature format
Factfind
our fact find layouts are completely user-definable and the Web-link system allows you to display this factfind to your client exactly as you see it within your local system. You also have the choice of displaying an editable copy or simply displaying a "historic" version, should you wish your client to sign off the information contained therein.
Personal Details
this screen allows your clients to view and update their basic personal details, such as address, date of birth, telephone number, etc. You can also control which fields are displayed on this page using our Mailshot system which allows you to define up to 54 additional fields, so you can add national insurance number, salary, or anything else you wish. You can also turn each individual field on/off and control which fields the client can update.
Document Viewer
using the online document viewer you can select any number of documents you want to be made visible to your client (i.e. policy documents, letters etc). These documents are downloaded directly from your system upon request so any changes you make will be visible to your client in real-time. Using this method allows you to upload as many documents as you wish at any one time.
Secure Messaging
use our secure messaging feature if you wish to communicate directly with your client via your Web-link screens. You can send messages to your clients from within the Durell back office system and these messages will appear instantly to your client when they log in. You can even attach a link to a document should you wish to request confirmation from your client. No messages sent from/to the Web-link system can be edited by you, or the client - so you can use this feature to sign-off documents, confirm any fact find changes, etc.
Car and Home Insurance Quotes
our Web-based motor and household quote system allows you to offer your clients their own quote facility via your website. To prevent pranksters setting-up hoax policies the web-based system is restricted to quotes, the details of which are downloaded overnight to the office copy of Durell for processing by trained staff.
Technical Information:
Real-time System
Your Web-link system will run in real-time so any changes you make to your configuration will apply instantly to your online screens. Any changes your clients make to their information will update your Durell system instantly and vice versa - any information you change locally in the Durell system will instantly appear on your Web-link screens for your client to see.
Your Web-link - Your Way
We have endeavoured to make our Web-link system as user-definable as possible. On a basic level this allows you to control which screen(s) your client will see, on a client-per-client basis. On an advanced level you have the option to change every colour which you see on the screen to suit your corporate look and feel, you can also upload your own logo from within the Durell system.
Multiple Security Practices
Our Web-link screens can only be seen over a secure channel and using 256 bit secure socket layer (SSL) encryption ensures any data passed between your Web-link and the client’s computer is encrypted to prevent any eavesdropping from third party sources.
Comprehensive Statistics and Logging
Built in to every Web-link system is a tracking feature which allows you to track who has logged in, from where, and when. This data is displayed in a basic form by way of a graph, plotting unique visitors against number of logins over the past year - allowing you to quickly see at a glance how your Web-link has been performing. At an advanced level you can see a full list of every login from every user, and see the IP Address which they used to log in. The system will also log every request made to your interface allowing for advanced diagnostics if anything should go wrong.