There are different ways to approach the classification process. Below are steps to get you started, there is no right or wrong way to sort, it would depend on your designated outcome as to how you would want to sort accounts.

1.Navigate to Customer Accounts section from the menu on the left of the Clarity screen. 

2.Click headers to reorder data in the table. (Example, double click the Premium header to sort the data from greatest to least.) You could arrange by Premium, by like NAICS code, or by like Carrier, etc.

3.You may sort by Code Status at the top of the table.

4.Begin verifying codes and entering codes line by line.  

5.A modal will appear to assist in your selection. Once you have made the appropriate edits, click Submit, Override Codes, or Verify Codes. You will be able to track your progress by the