Select Companies

Build customized company lists by selecting companies from custom or standard lists, or perform a search to locate companies based on criteria entered. Only companies within the Schedule P population are available for selection.

1. Select the companies for your report using any combination of the following options:

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

   1. Select a company list or summation from the Available Company Lists section.

   2. Summations Only: Select the appropriate Summations option.

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

• Select Summation uses the company summation in the report.

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

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

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

2. Summations Only: Select the appropriate Summations option.

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

   • Select Summation uses the company summation in the report.

3. Select the companies for the report. Position your mouse pointer over a company to view company details including the type of company, domicile, and NAIC number.
   See Selecting Wizard List Items for additional information.

• Search for Companies - Search for companies for your report using any of the Find Companies options in the Tools section.

1. Select the desired Find Companies option and perform the search.
   The -Search Results- are placed within the Available Companies section of the selected wizard.

2. Select the companies for the report. Position your mouse pointer over a company to view company details including the type of company, domicile, and NAIC number.
   See Selecting Wizard List Items for additional information.

2. Optional: Save the companies as a Custom List using the Save as Custom List option in the Tools section.