AM Best Online Help

Regulatory Filings Wizard

Regulatory Filings Wizard allows you to easily retrieve regulatory filing PDFs for multiple companies, filing types and filing periods.

Select Regulatory Filings Wizard from the Create Reports menu.

• Step One: Select Companies

1. 1. Select companies for the regulatory filing export from custom or standard lists, or perform a search directly from within the wizard. Company selection cannot exceed 100 companies for export.

1. 1. • Custom ListsCustom Lists

        Custom Lists tab provides access to previously created custom lists, summations, and saved criteria.  

        1.  Select a list from Custom Company List, My Shared Company List, Public Shared Company List, Summation, or Saved Criteria. Selecting a company summation displays the companies that make up the summation. The selected list items populate the Available Companies section.

        2.  Select the companies for the report.
        See Selecting Wizard List Items for additional information.

      • Standard ListsStandard Lists

        1.  Select a list from the appropriate population. The selected list populates the Available Companies section.

        2.  Select the companies for the report.
        See Selecting Wizard List Items for additional information.

      • SearchSearch

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

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

        • • Company Identification

          • Business Type

          • Consolidation Type

          • Domicile

          • Best's Ratings

        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.

1. 2. Optional: Save the selected companies.

      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.

   3. Click Next to continue.

• Step Two: Select Filings

Filings available for the selected companies display. The available filings may not apply to all selected companies.

1. 1. Optional: Use the Data Year, Filing Period, Filing Type and/or PDF Type drop-down options to display the filings of your choosing.

   2. Select the filings for export from any of the Available Filings lists. The filing is added to the Selected Filings section.

   3. Click Next to continue.

• Step Three: Submit Request

The summary grid displays details about the export. Information includes the Company Name, AMB Number, NAIC Number and filing information.

1. 1. Type a name in the Enter the name of your report request box.

   2. Click Submit.

See Report Processing and Rendering for additional information.

PDFs are generated based on company/filing availability. Not all filings apply to all companies. Access the available PDFs from the Batch Reports tab on the Reports Manager page. My Reports also provides access to the reports from the View link.