Scheduled Client Valuations

In the valuations tab there are 2 sections ‘Select’ and ‘Selected’. Initially you need to go to the Select tab, where there will be list of all the client’s holdings, select the holdings that require regular valuations.  Once done, move back to the ‘Selected’ tab to record the dates:

Now need to record the next valuation date.   

 button can be used to set all valuation dates to the date specified within the ‘Servicing’ tab.

Select ‘Yes’ to this pop up message box.

If any policy valuation dates have been set on the individual holdings then these dates will have fed through to the selected screen. 

These will appear in the Admin > Reviews section as specified above.  This information will also appear in the Updates > Valuations area of CCD, to allow bulk updates of valuations using Contract Enquiry.