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Financial Availability Dates

Members can schedule a submission if they do not have financials readily available for upload

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Written by Eamonn Mannion
Updated over 2 months ago

Depending on your company's fiscal year-end date and the time of year a mutual client of ours requests a rating, we understand you may not have financials readily available to provide. In these situations, get started with the process anyway - it will save you time later on.

Create an FHR Exchange account or log into your existing one as soon as you receive our request. From there, you'll be able to put your submission "on hold" until a later date that you select. We will follow up with you on that specified date with a reminder to complete your submission.

Prep now, save time later.

Please note, however, that we are able to process unaudited financials and rate interim periods. Since you can connect your accounting software to provide the information we need for a rating, you never have to wait to complete a submission. We can take what you have now and generate a rating in minutes.

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