A snapshot records carrier-reported policy values for one date. It is the source for Actual Total CV, loan balance, available cash value, death benefit, and Net CV throughout Policy Stack.
Key Takeaways
- Regular snapshots keep the Dashboard, Policy Portfolio, and policy charts current
- Enter values manually from a carrier portal or statement
- Builder Pro can extract values from one or more portal screenshots for review before saving
- Record an anniversary statement separately when you also want annual dividend and statement history
- Freshness indicators identify current, aging, stale, or missing snapshot records
Snapshots describe the carrier position as of a date. They do not move money or replace the underlying policy-loan and repayment records.