AM Best Online Help

Edit Company Lists

Use the Edit Company Lists option to edit an existing company list or a company summation containing the companies you want.

Select Edit Lists from the stacked menu icon within Alerts.

1. Locate Companies - Use the Select Companies Available option or the Search for Companies by Name or Number to locate the desired companies for your custom list.

1. • Select Companies Available Panel

   • • Select Rated entities to limit the results to entities that are rated.

     • Select Companies in business to limit the results to companies that are currently in business.

1. 2. • Select companies from a previously defined custom list:

      1. 1. From the Population drop-down, select All Products.

         2. Select a saved Custom Company List or a Shared Company List from Lists Type drop-down box. The financial search results are limited to the companies within the Custom Company List or Shared Company List selected.

            • My Custom List displays your custom company lists created by you.

            • My Shared List displays your custom company lists and summations that you have shared with your coworkers.

            • Public Shared List displays custom company lists that have been shared with you by your coworkers.

            • My Summations displays any summation you have created.

         3. Select the desired list from the Lists drop-down.

      • Select Companies by Database:

      • 1. From the Population drop-down, select the desired database. Depending on the database that is selected the following options appear.

           • Select Aggregation displays all items checked as the default setting. Select the aggregation type to assist in narrowing down the desired aggregation for your query.

           • List Type - Company lists are organized into multiple categories.

           • • Selecting Global as your base population displays standard Lists, Country Market Filter and Global Market Filter will display in the List Type drop down.

             • Selecting Best's Insurance Reports as your base population displays Standard Lists for BIR based on Consolidation Type.

        2. Select the desired list from the Lists (Total/Subtotal) drop-down.

   3. Search for Companies by Name or Number Panel

      • Company Name - Search for companies by name using Starts With or Contains. Enter multiple company names in the available text box separated by commas.

      • Company Number - Locate companies by AMB Number, NAIC Number, or ID. Enter multiple company numbers in the available text box separated by commas.

2. Search - Click the Search button to locate the companies based on the criteria entered.
   Clear - Click the Clear button to clear the search criteria and Reset the List option.

3. Select Companies - Use the Available Companies section to assist in creating a new Custom Company List or Summation:

   • Available Companies Panel

The selected list populates in the Available Companies section.

3. 1. 1. Search Available Companies... - Type your text search in the Search Available Companies text box.

      2. Rest List - Clear the refined list and populate the original search results.

      3. Select Companies - Select the companies desired for the company list.

      1. 1. View Available Companies List - View the AMB numbers and Company Names for the available companies list.

         2. Use the (AMB) or (Name) option to assist in your search results.

         3. Click A/Z button to place the list in ascending order or Click the Z/A button to place the list in descending order.

         4. Click the single right facing arrow to add the item to the Selected Companies section. Click the double right facing arrow to add the items to the Selected Companies section.

4. Save Selected Companies - Save the selected companies as a custom list or summation.

   • Selected Companies Panel

   • • Save the selected companies as a Custom Company List:

The company list can be for your own personal use or shared with subscribers with the same registration number.

1. 1. 1. 1. After selecting the companies for your list, click the Save button.

         2. Type a name in the Enter a new name for this list text box.

         3. Click the Save button to save the new list.

      • Save Selected Companies as a Company Summation:

Create a company summation to enumerate the sum of multiple items as a single entry. The summation can be for your own personal use or shared with subscribers with the same registration number.

1. 1. • 1. After selecting the companies for the summation list, click the Summation button.

        2. Best's Global Standard only: Complete the options under the section Additional Options for Best's Global Standard.

        1. • Country

           • Currency

           • Business Type

        1. Click the Save button.

        2. Type a name in the List Name text box.

        3. Optional: Enter the desired details to your custom list in the Note text box.

        4. Click the Save button.

      • Share List:

Share custom company lists and summations with your coworkers. Shared lists can be used in any BestLink reporting feature.

1. 1. 1. 1. Check the Share List option.

         2. Click the Save button.

         3. Type a name in the List Name text box.

         4. Optional: Enter the desired details to your custom list in the Note text box.

         5. Click the Save button.