AM Best Online Help

Custom List Manager - Reinsurers

Create, edit, delete, copy, rename, or combine reinsurer lists. Choose from the following procedures:

 

• Access the Custom List Manager - Reinsurers Page:

1. 1. From the Manage Lists menu, select List Manager.

   2. From the List Manager sub menu, select Reinsurers. The Custom List Manager - Reinsurers page displays. If your active reinsurer list is a temporary subset list, you are prompted to save the list.

   1. • Type a name for the custom reinsurer list in the Enter a new name for this list textbox.

      • Click the Save button.

or

1. 1. • Click the Cancel button to proceed without saving the temporary list.

• Create a Custom Reinsurer List:

1. 1. Click the Create button. The Advanced Search page displays. Follow the instructions for the Reinsurer Search.  

• Delete a Custom Reinsurer List:

1. 1. From the Reinsurer Lists section, select the custom reinsurer list(s) for deletion.
      See Selecting List Items for additional information.

   2. Click the Delete button.
      A Warning displays if the custom reinsurer lists are used in a saved template for custom reports.

   3. Click Yes to delete the list(s) or select Cancel to take no action.

• Rename a Custom Reinsurer List:

1. 1. From the Reinsurer Lists section, select the custom reinsurer list you wish to rename.

   2. Click the Rename button.

   3. Modify the list name in the Enter a new name for this list textbox.

   4. Click the Save button to complete the changes.

• Combine Custom Reinsurer Lists:

Merge multiple custom reinsurer lists into a new custom reinsurer list using the Combine option. Individual lists will not be deleted.  

1. 1. From the Reinsurer Lists section, select the custom reinsurer lists you wish to combine.
      See Selecting List Items for additional information.

   2. Click the Combine button.

   3. Type a list name in the Enter a name for the combined list textbox.

   4. Click the Save button.

• Copy a Custom Reinsurer List:

Create a duplicate copy of an existing reinsurer list.  

1. 1. From the Reinsurer Lists section, select the custom reinsurer list you wish to copy.

   2. Type a list name in the Enter a name for the copied list textbox.

   3. Click the Save button to complete the save.

• Edit a Custom Reinsurer List:

Modify a custom reinsurer list.  

1. 1. From the Reinsurer Lists section, select the custom reinsurer list you wish to edit.

   2. Click the Edit button. The Advanced Search page displays with the Reinsurer Search tab activated. Follow the instructions for the Reinsurer Search.  

• Manage Lists:

Quickly navigate to the custom list manager for the following lists:

1. • Companies

   • Fields

   • States

   • Lines

   • Criteria