AM Best Online Help

Loss Reserves Wizard - Companies

From the Loss Reserves Wizard, use the Companies step to choose companies for inclusion in your custom report. Only companies within Schedule P population are available for selection.

 

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

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

1. 1. 1. Select a list from Custom Company List, Standard Company List, AMB Financial Groups, My Shared Company List , Public Shared Lists, Summations or Saved Criteria.

      2. Summations Only: Choose Summation Options:

      1. • Select Summation uses the company summation in the report.

         • Select Items uses the companies contained in the summation in the report.

1. 1. 3. Click and drag the Company list from the tree view in the Available Companies  list section to the Selected Companies section.

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

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

      2. Summations Only: Choose Summation Options:

2. 1. 1. • Select Summation uses the company summation in the report.

         • Select Items uses the companies contained in the summation in the report.

   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. • Search: Use the Search tab to quickly locate companies by company identification, business type, consolidation type, country 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. Select the Custom List or Summation option button.

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

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

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

3. Click Next to continue.

 

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