Online valuations and e-valuations
You can access CMI Global Investor, CMI Portfolio and CMI Corporate Investor valuations online. Please click
here to access online valuations or for details of how to register.
Online valuations are instant
and can be requested at any time and as often as you like, providing the assets are
held by CMI Insurance Company Limited.
Advisers who use Adviser Office from 1st Software or Provider Link from Plum Software
can continue to access CMI Global Investor, CMI Portfolio and CMI Corporate Investor
valuations online through their back office system.
If you are already registered for Clerical Medical's Contract Enquiry service you
will need to re-register to access CMI Global Investor, CMI Portfolio and CMI Corporate
Investor valuations via 1st Software or Plum Software:
1. Email us at registrations@clericalmedical.co.uk,
with the instruction 'I would like to register for CMI Global Investor (or CMI Portfolio
or CMI Corporate Investor) valuations using Adviser Office/Provider Link.'
2. Please include your name, company name and address, email and telephone number.
3. You will receive confirmation within 48 hours.
If you are not already registered for Clerical Medical's Contract Enquiry service:
1. Email us at registrations@clericalmedical.co.uk,
with 'regpack' in the subject box.
2. You will automatically receive a 2-page registration form.
3. Please complete and return, and ask to register for CMI Global Investor / CMI
Portfolio / CMI Corporate Investor valuations.
You will receive confirmation within 48 hours.
Please click below for more information on how to set up and produce single policy
valuations (real time) using Adviser Office.
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Free download so you can view the
document in pdf format.
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You can request e-valuations at any time using a digital certificate for the following
products:
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CMI Capital Investor
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CMI Premier Bond |
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CMI UK Premier Bond |
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CMI Premier Bond II |
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CMI Premier Bond III |
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CMI Worldwide Premier Account |
Our e-valuation facility allows you to request single or multiple policy valuations
securely by email. The valuations are returned automatically by email within a matter
of minutes.
Please click below for more information on how to install and use a digital certificate.
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Free download so you can view the
document in pdf format.
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