Electronic valuations

Automated valuations

Even the smallest firms can have hundreds of clients. Large firms can have hundreds of thousands. Managing a client service proposition which commits the business to regular client valuations has until now been a significant cost and administrative burden. However managing client valuations has recently become a whole lot easier and, over the coming months will become easier still

Although automated valuations (sometimes called contract enquiry or real-time valuations) have been available from some Product Providers for some time, Client Care Desktop offers users two essential differences; scheduled requests and batch processing.

Scheduled requests and Batch processing

Scheduled requests can be set up so that valuations are obtained in advance of regular client reviews or to meet regular valuation commitments. The scheduling facility is easy to use and accommodates any interval period between valuations. In short, the system does the job of determining when valuations are required and each day presents a batch of cases that need to be updated. And that's where Batch processing comes in.

Batch processing avoids the need for users to process valuations electronically individually. Client Care Desktop processes the batch of valuations and provides real time feedback to the user about progress, success and valuation failure. All of this is done in the "background" and via a separate software "window" which allows users to continue with their work, unaffected by the processing of what could be thousands of valuation updates being processed.

When all valuations in the batch have successfully completed, the user is alerted and invited to process the update, which then updates all the client data files. Any Provider errors are summarised and can be printed.

Downloads

CCD 3.3.3 Contract Enquiry Sign Up

CCD 3.3 Contract Enquiry Implementation

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