1. Select the Lists pull-down menu.

2. Select Custom Client list.

3. Client Services is already defaulted which is what you need.

4. Input the beginning and ending name range for the list you want to build.

5. Click OK.

6. When the list is built, click on the LOB (line of business) and sort by option in the upper left corner.

7. The LOB column represents the policy type i.e., V=Vehicle, P=Property and C=Commercial.