Aegon ARC Valuation Integration
This guide will show you how to set up the Aegon ARC Valuation Integration
Before you enable the addon, you will need to complete the following steps:
Ensure an FCA number has been added to your Plannr site.
More information on how to do this can be found here
Email Aegon ARC to set up Bulk Valuations on [email protected]
The following email is all the detail they require:
You should receive a response within 5 working days
Ensure your plans have the appropriate policy numbers from Aegon ARC.
These usually follow the policy number format of 7XXXXXXX
Once you have completed all the steps above, go to the Addon store from the Settings tab. From here, select Aegon ARC Valuation Feed
On the next screen, you need to input your FCA number (that's stored against your Plannr site) and your ARC Connect ID. Once that has been done, you can click Enable
Plannr will retrieve the first set of valuation data (via the Origo Integration Hub) the next working day, following enabling the addon
Pre-set up guidance
Before you enable the addon, you will need to complete the following steps:
Ensure an FCA number has been added to your Plannr site.
More information on how to do this can be found here
Email Aegon ARC to set up Bulk Valuations on [email protected]
The following email is all the detail they require:
You should receive a response within 5 working days
Ensure your plans have the appropriate policy numbers from Aegon ARC.
These usually follow the policy number format of 7XXXXXXX
Setting up the Addon
Once you have completed all the steps above, go to the Addon store from the Settings tab. From here, select Aegon ARC Valuation Feed
On the next screen, you need to input your FCA number (that's stored against your Plannr site) and your ARC Connect ID. Once that has been done, you can click Enable
Plannr will retrieve the first set of valuation data (via the Origo Integration Hub) the next working day, following enabling the addon
Updated on: 05/09/2024
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