Article Category: Policies, Plans & Mortgages

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Add an Existing Policy

IMPORTANT: There is a fundamental difference between ‘New Business’ and an ‘Existing Policy’. You should only be adding Existing Policies...

Aegon Bulk Valuations

FinPlan integrates with Aegon Bulk Valuation Services. We are pleased to release another Bulk Valuation service, available in our 9.46...

Aviva & Quilter Bulk Valuations

FinPlan integrates with both Aviva and OMW/Quilter for Bulk Valuation Services. We are pleased to release more new Bulk Valuation...

Cancelling Business

To cancel a Policy, simply change the Policy Status to Cancelled and record the date when it was cancelled. You...

Cofunds Policy Numbers

After the Cofunds reference changes, you will need to ensure that valuations are configured on your account using the new...
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