Schedule F & S Quick Tips

• Using the Reinsurer Search tab in the Advanced Search

Use the Reinsurer Search tab in the Advanced Search to locate companies filed in another insurer's financial statements.

1. • Search for Reinsurers

     1.  After selecting the Schedule F or Schedule S database, click the Reinsurer Search tab.

     2.  From the Reinsurer Search section, select search criteria using any combination of the following options:

     • Part: Search for reinsurers by Part. All Parts displays reinsurers that are filed within at least one part/section. Select a specific part to see reinsurers available within the selected section.

     • Reinsured AMB #: Reinsured AMB # represents the filing company. Use this field to locate the reinsurers that this company filed.

     • Reinsurer Name: Reinsurer Name represents the data filed within the reinsured company’s filing. Use this field to search for specific reinsurers by Reinsurer Name using Starts With, Contains, or Equal To.

     • Reinsurer Number/ID: Reinsurer Number/ID represents the data filed within the reinsured company’s filing. Use this field to search for specific reinsurers by AMB#, NAIC#, or FEIN/AIIN.

     • Domiciliary Jurisdiction: Locate reinsurers that are domiciled within a specific state or country.

     • Custom Reinsurer List: Limit the results of your search to only the reinsurers within a previously saved Custom Reinsurer List.

     • Custom Company List or Shared Company List: Locate reinsurers for companies within a Custom Company List or a Shared Company List.
       See Create Company Lists for additional information.

     3.  Click the Search button to locate the reinsurers based on the criteria entered. The Reinsurer Search Results section displays reinsurer information including the parts availability for the selected reinsurers.

     Not all reinsurers are followed by A.M. Best. Therefore, not all reinsurers that are companies exist in the BestLink population. Only those companies that are available within BestLink appear as links. Select the link to view the Company Overview.

   • Save Reinsurer Search Results as a Reinsurer or Company List

     Save your Reinsurer Search Results as a custom list.

     1.  Select your list population. Save all available results or select the companies of your choosing. Use the Select All checkbox to assist in company selection.  

     2.  Specify the list type.

     • Reinsurer List: Save the results as a Reinsurer List for use in Custom Reports. By saving the list as a reinsurer list, you can run a report that displays all companies that file the selected reinsurers. The FEIN/AIIN is saved with the company name.

     • Company List: Save the results as a Company List. Only reinsurers with AMB numbers are saved to the Custom Company List. Use the Custom Company List in any BestLink page allowing for company list selection.

     3.  Click the Save button. The appropriate Custom List Manager page displays.

     4.  Enter the name for your list in the text box.

     5.  Click the Save button to complete the save process.

   • Create a Part Report

     View the Part data for the select reinsurers. The report shows the companies that have included the selected reinsurers in their filing for the selected Part.

     At the bottom of the Reinsurer Search Results, choose an option to be performed with the Reinsurer Search Results:

     1.  From the Reinsurer Search Results, select a Part from the Part Report drop-down box, if necessary. If you specified a Part for your search, only the selected Part is available from the Part Report drop-down box.  

     2.  Select your list population. Use all available results or select the companies of your choosing. Use the Select All checkbox to assist in company selection.  

     3.  Part Reports can be sorted By AMB # or By Reinsurer. Choose one of the following formats:

     • By AMB# - The report is grouped together by AMB number. Only the reinsurers displayed in the Reinsurers Search Results are displayed within the Report.

     • By Reinsurer - The report is grouped together by reinsurer. This displays all companies that file the reinsurers selected.

     4.  Click the Create Report button.

     See Report Processing and Rendering for additional information.

   • Create a Reinsurer Ratings Report

     From the Reinsurer Search Results, click the Reinsurer Ratings Report button to view an AMB Rating Report for all reinsurers that AMB follows.

     See Report Processing and Rendering for additional information.

• Creating a Custom Report using Schedule F and S Data

Custom Reports allows you to create reports tailored to your needs. Custom Reports offers an additional tab for reinsurer selection. This optional tab provides the ability to see which companies filed the selected reinsurer. Its use is determined by what information you wish to learn from the report. In order to utilize the Reinsurer tab, your active database must be Schedule F or Schedule S.

1. • Determine Report Goals:

See Locate Companies for methods on creating company lists.

1. • • To display all reinsurers listed within each company’s filings, select a company list from the Companies tab. The Reinsurers tab is not required for this report.  

     • To display all companies that file the selected reinsurers, select a reinsurer list from the Reinsurers tab. The Include company list selected in the Companies tab checkbox should not be selected on the Reinsurers tab. The company list will appear with (Not Used) in the Current Report Summary.  

     • To display the records that match both the selected companies and reinsurers, select a company list from the Companies tab and a reinsurer list from the Reinsurer tab. The Include company list selected in the Companies tab checkbox must be selected on the Reinsurers tab.

     • To display the records matching the financial search performed from the Advanced Search, you must first save the search criteria from the Advanced Search page. To utilize the saved criteria on the Custom Report, select the saved criteria from the Reinsurance Criteria on the Reinsurers tab. Selecting -Search Results- or the Saved Criteria list from the Companies tab displays all records listed within each company's filing, not just the records for the companies matching the criteria selected.

   • Set Additional Filters for your Report Results:

   • • Select Parts and Sections:

   1. 1. 1. From the Reinsurers tab, select a Part from the drop-down list.

The selected Part populates the Sections on the right-hand side.

1. 1. 1. 2. From the listed Sections, choose one or more sections, if desired.
            See Selecting List Items for additional information.

If the Part selected on the Reinsurers tab does not match the Part selected on the fields tab, the report may not have data. If reinsurers exist in both parts, a report will be created.

1. 1. • Select Criteria:

Using -Search Results- or the Saved Criteria list on the Companies tab generates a report with all records listed within each company's filing. To limit your results to the records matching the financial search, you must first save the search criteria from the Advanced Search page. To utilize the saved criteria on the Custom Report, select the saved criteria from the Reinsurance Criteria on the Reinsurers tab. Only saved criteria for Schedule F and S are available for selection.

1. 1. 1. 1. Select the criteria from the Reinsurance Criteria drop-down on the Reinsurers tab.

1. 1. • Include the selected company list on the Custom Report:

To display the records that match both the selected Companies and Reinsurers, select a company list from the Companies tab and a reinsurer list from the Reinsurers tab. When a selection is made on the Reinsurer tab, the checkbox is cleared for Include company list selected in the Companies tab. The company list will appear with (Not Used) in the Current Report Summary. If you wish to include the companies in the Custom Report, the Include company list selected in the Companies tab checkbox must be selected on the Reinsurers tab.

1. 1. 1. 1. From the bottom of the Reinsurer tab, click the Include company list selected in the companies tab checkbox.

The company list appears in the Current Report Summary. Prior to selecting this checkbox, the company list appears as unavailable and (NOT USED) is next to company name in the Current Report Summary.

1. • Set Formatting Options for the Report Output:

   • • Select Output Options:

     • • Companies with Reinsurers - This selection organizes the report so that filing companies are grouped together. The records are then sorted in alphabetical order by reinsurers.

       • Reinsurers with Companies - This selection organizes the report so that reinsurers are grouped together. The records are then sorted in alphabetical order by filing company.

       • Companies with Section, Line - This selection organizes the report by filing company. The records are listed in section and line order matching the statement page order.

     • Select Data Options:

Available Data Options are determined by your report selection.

1. 1. • • Show Section Details and Totals - View both section details and totals. This option is available when a reinsurer list is not selected.

        • Show Section Details Only - View section details only.

        • Show Section Totals Only - View section totals only. This option is available when a reinsurer list is not selected.

      • Select Formatting Options:

      • • Repeat company information - Select this option to populate all records with the company information. If this option is not selected, only the first occurrence of the company will show the company name information. All subsequent entries for the company will appear blank.

        • Make Totals data Bold - Select this option to make all total lines bold.