NAIC Store...The Authoritative Source for Insurance Industry Information
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NAIC Store AVS FAQ's   image
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The NAIC’s Valuation of Securities database contains more than 250,000 securities from over 40,0 00 issuers. This wealth of information is at your fingertips with a subscription to the Automated Valuation Service (AVS). AVS is the fastest and most efficient way to obtain crucial information about the securities in your portfolio. Whether you need it for a single security or your entire portfolio, our web-based application gives you the NAIC designation and review date, pricing, SIC code, SVO group code, and market indicator. No need to wait for the delivery of the quarterly CD-ROM!

AVS users download valuation reports as early as the second business day of the new quarter. AVS users also receive unlimited Help Desk support, access to important information via the AVS Bulletin Board, and prompt, friendly service from the Insurance Data Products team.

Your unlimited access includes:

  • Unlimited Searches
  • Unlimited Valuation Files
  • You can order more than one kind of valuation, and VOS & FE can be broken out into two files.
  • Plus, order monthly valuations rather than just quarterly.
  • Unlimited Securities in a Portfolio
  • Upload a full replacement file as needed

AVS Notification Service
Our customizable Alert Service will send you a daily e-mail notifying you of changes to only the securities in your portfolio, or to any security in the database. You choose the amount of information you want. Once you receive the e-mail, log in to your AVS account and see the changes immediately.

Optional Companion Products
The following companion products provide additional information on the same or similar subject matter. Many customers who purchase the Valuation of Securities (VOS) also purchase one or more of the following products.

Valuation of Securities on CD-ROM
This publication lists more than 250,000 securities held by insurance companies with valuations to be used in those companies' annual statement. It contains listings of government and municipal bonds, plus corporate bonds and stocks. Updated quarterly with year-end addendum. To ensure that this publication is received in a timely manner, it will be shipped via UPS overnight. The cost of shipping is included in the $1,675 price. Special Discount on VOS CD-ROM - AVS Subscribers who also wish to receive the Valuation of Securities on CD-ROM will a discounted price of $675 for their yearly subscription.

Purposes and Procedures Manual of the NAIC Securities Valuation Office
This publication is the primary source for insurers to comply with the NAIC's reporting requirements. Contains the NAIC's credit assessment methodologies and valuation policies, and takes precedence over other SVO publications covering a number of categories. This publication is offered only in electronic format by downloading through the InsPub application. The purchaser will also receive periodic e-mail alerts relating to regulatory developments concerning securities. These alerts will be sent directly from the NAIC’s Securities Valuation Office. Updated bi-annually, $50.

Contact the Publications Department at (816) 783-8300 for more information on companion products.

 

AVS Tutorials Now Available
Want to see how AVS works? Click the links below to view tutorials on AVS basics, including how to use AVS to search for information on securities and how to create and maintain a portfolio. For more information on other features, see the AVS Users Manual or call AVS Administration.

Adobe Flash Player is required to view the tutorials. You can download the player for free from the Adobe Web site.

Search AVS Database Maintain Portfolio
Basics of logging in and searching for an individual security
Submit Portfolio Updates
How to send in one large list of all securities as preparation for valuation
Submit Portfolio Valuation Requests
How to request a file containing all values for the current portfolio
Receive Portfolio Valuations and Portfolio Update Transactions
How to retrieve files from within AVS
Contact Us
Subscription Information
AVS Administrator
(816) 783-8707
avsisis@naic.org
Technical Questions
NAIC Help Desk
(816) 783-8500
help@naic.org

Annual subscription fees are based on the value of Schedule D securities for all companies included in each AVS account according to the following chart:

Schedule D Value AVS Subscription
Higher $30,000
$200 Billion $25,000
$100 Billion $20,000
$50 Billion $15,000
$$25 Billion $10,000
$10 Billion $7,500
$3 Billion $6,500
$1 Billion $5,500
$750 Million $4,500
$500 Million $3,500
$250 Million $2,500
$0 $0
Third Party Administrators & Non-Insurers $3,500
 

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