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Set-up, iprism

This set-up allows you to enter your iprism username and password, then download into Durell the basic client and policy details your company has previously entered on the iprism website (for commercial insurance quotes and policies).

It will allow you to match existing client records in Durell with those from the iprism site, or create new ones in Durell. It’ll also download the policy types and reference numbers along with the on-risk and renewal date, plus most of the premium information: all of which should help with your renewal processing.

Starting from Durell’s Main Menu…

 

Note: You’ll need separate iprism usernames to allow more than one person to log-on simultaneously, though everyone will receive all the data for the company’s shared Agent ref.

 

  

Note: You cannot download the same data twice via “Load from iprism”. To repeat a download you must use “Load from file” and select the file for the appropriate time and date, as shown below...

As the system imports your data from iprism it will… 

Furthermore IF you have NOT TICKED the option to “Load all clients as new records” it will… 

OR…

 

The iprism client record is shown at the top of the pop-up (e.g. “OLIVER’S COMPANY”) so that you can find the matching record in Durell (i.e. not “TOYS 4 U” as shown above, but possibly a company that’s been slightly differently named in Durell like “OLIVER CO LTD) 

Running iprism from the Policies screen

Provided you’ve entered your iprism credentials in “Set-up / iprism”, as described above, you can then link to iprism directly from the Policies screen, as shown below. To do so… 

1. The option to “Start a new iprism quote” will allow you to select one of the product types supported by iprism, shown above, then jump to the iprism website where you can carry-on entering its details. On completion it’ll prompt you to download the data into Durell, which will include the client, basic policy info, premium and commission.

2. The option to “View this policy on the iprism website” will jump to the current policy on iprism’s website, but only if the Durell insurer is called “IPRISM” and the policy ref is a valid iprism one. You should use this option to update iprism policies for mid-term adjustments (n.b. which you’ll then need to create manually in your Durell system in order to post the commission to your accounts).

3. The option to “Go to the iprism website” is identical to going to it via your Internet browser (though it logs-in automatically).

4. The option to “Download from iprism” is identical to the one described at the top of this Help.