AM Best Online Help

Investment Wizard - Select Companies/Investments

From the Investment Wizard, use the Select Companies Investments step to choose companies for inclusion in your custom report.

 

1. Select the companies for the report from custom lists, standard lists or perform a search directly from within the wizard.

1. • Standard List: Choose a previously created company list from any available folder within the Company Lists section. Use the Collapse All and Expand All  buttons to assist in locating the desired company list.

1. • Custom List: Choose a previously created company list from any available folder within the Company Lists section. Use the Collapse All and Expand All buttons to assist in locating the desired company list.

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

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

1. 1. 1. Double-click a list from the appropriate population. The selected list populates the Available Companies section.

2. 1. 3. Select the companies desired for the report.
         See Selecting Wizard List Items for additional information. Use the Type-Ahead Find Feature to further assist in locating items.

1. • Basic Search: Use the Basic Search tab to quickly locate companies by company identification, business type, consolidation type, state of domicile, and AM Best's Ratings.

1. 1. 1. Select the search criteria. Search using any combination of the following options:

1. 1. 1. • Company Identification

         • Business Type

         • Consolidation Type

         • Domicile

         • Best's Rating

2. 1. 2. Click the Search button to locate companies. Companies matching the search populate the Available Companies section.

      3. Select the companies for the report.
         See Selecting Wizard List Items for additional information. Use the Type-Ahead Find Feature to further assist in locating items.

2. Optional: Save the selected companies as a custom list or summation.

   1. Optional: Select the Share List checkbox to share this company list/summation with your coworkers.

   2. Enter a name for the custom list or summation in the textbox.

   3. Click Save. Shared lists may not be immediately available to new subscribers.

3. Click Next to continue.

 

 Return to Investment Report Wizard