Financial health management is a proactive, continuous process. Financial information goes stale over time, so it's important to maintain an FHR that is based on the most recent financial period possible. Rating "refreshes" are an important part of our process, so you should expect to receive refresh requests at least twice per year. However, your customer doesn't need to initiate the process - you can proactively update your rating without a customer requesting it directly. These are the strategic actions you can be taking to stay one step ahead of the competition.
There is immense value in quarterly trending analyses, so we highly recommend getting comfortable providing interim, unaudited data a few times per year. Our QuickSync feature makes this easier than ever.