Create an "all active clients" list

1. Navigate to Contacts -> BMS Sync List -> Add -> Add Segment
2. Set up the segment name " All Active Clients"
3. In the filters select Policy > Is Active > is > YES
4. And add desired Policy > Buscode/Type if you wish to narrow your list only to a certain group of policyholders.

Feel free to reach out to your CSM if you need further assistance.