Client Servicing

Immediate, accurate policy valuations are essential, especially when dealing with client enquiries and in particular, client reviews

There are now a number of services available that remove the need to contact product providers to get this information.  By using these available services, you can get policy valuations on screen or straight into your back office system with just a click, putting you in control of the process.

These services include:

• Online valuations, where a value or projection can be obtained from a portal or provider extranet, through to fund value feeds that allow fund valuations to be updated on a daily basis.
• Bulk valuations can be downloaded electronically, for some products and providers, through a Bulk Data Download (BDD) – in order to enable policy valuations to be held in your client database.