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Prod Serv - AVS

The NAIC’s Valuation of Securities database contains more than 250,000 securities from over 40,000 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.

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.

AVS Insurer Look-Up Service
The AVS+ Insurer Look-Up Agreement can be used as an alternative to an AVS+ subscription. Insurers with small portfolios may choose to use our Look-Up Service rather than managing an online AVS+ portfolio. This service allows you to receive the below information from the AVS Administrator for up to 50 securities per subscription period. The AVS+ Insurer Lookup Subscription Period runs from February 1 to December 31 annually.
  • Issuer Name
  • SIC
  • Classification
  • Group Code
  • Designation
  • Designation Indicator
  • Group Code Ext
  • Market Indicator
  • Designation Review
  • Rate
  • Price
  • Maturity Date
  • Price Origin
  • Price Review Date
  • Dated Date
  • Issue Description
  • Country Name
  • Guar. Issuer Code
  • Guarantor
  • Back Print Portfolios

Annual Pricing Structure:
Company License Fee:  $50.00
Individual Security Look-Up Fee:  $15.00/ea. (a maximum of 50 securities annually)
AVS Insurer Look-Up Agreement

Optional Companion Products
Purposes and Procedures Manual of the NAIC Investment Analysis 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 publications covering a number of categories. Subscription includes periodic e-mail alerts directly from the Capital Markets & Investment Analysis Office. Updated biannually.

For more information on companion products, such as the 2020 Purposes and Procedures Manual, please contact a Business Specialist in the Publications Department at (Instead of the current verbiage: Contact the Publications Department at (816) 783-8300 for more information on companion products.)

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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:

2021 AVS Fee Schedule

Value of Schedule D Securities Annual AVS+ Access Fee
$200 Billion + $41,250
$100 Billion up
to $200 Billion
$50 Billion up
to $100 Billion
$25 Billion up
to $50 Billion
$10 Billion up to
$25 Billion
$3 Billion up to
$10 Billion
$1 Billion up to
$3 Billion
$750 Million up
to $1 Billion
$500 Million up
to $750 Million
$250 Million up
to $500 Million
$10 Million to
$250 Million
$0 to
$10 Million
Third Party Administrators $5,156
Non-Insurers $11,458
Reactivation of service if deactivated for non-payment $1,000