insurance

  1. B

    Life insurance illustration template for Cash Value estimate

    Hello, I'm trying to create a spreadsheet to calculate an estimate of expected cash value on a whole life policy. I am new to excel. If any body can point me to a template that would be great. if not, i would like to create one myself. The columns would be, Year, Age, Annual premium...
  2. I

    How to split cells that have carriage return into their own row?

    Hi all, I have insurance data that is in this structure. For each type of insurance (column H and I), I want a new row with data that is the same besides these two cells. A little hard to explain, but the below screenshot is what I'm after. Notice column H and I have carriage returns in the...
  3. S

    New employee numbers instead of the old numbers

    Hi Everyone, I am not an expert in Excel, and I have been trying to figure out how I can do this, but couldnt get to the right formula, I hope I can get the solution here. The Case: I have an Excel workbook which has multiple sheets of HR Information. We decided to stop dealing with the...
  4. P

    Enter codes next to description VBA

    Hi all, kindly advice me for a VBA code so that to run through col. “A” and place the codes in adjacent cells to description, col. “B” but for the last 2 rows. The codes are follow: <tbody> TRADE UNION 5012505 SOCIAL INSURANCE 5012508 MEDICAL FUND...
  5. Y

    Dropdown selection to unhide worksheets

    Hi everyone, I need some help and hopefully I can explain it clearly. I have an excel workbook that consists of 57 worksheets. I want to hide all worksheets but use a listbox to selected worksheets visible. HOWEVER....The listbox names are not exactly the same names as the worksheets. Due to...
  6. D

    Sumif Array with Index

    I have two sheets in the same workbook. One has "Data" and the other is a "Summary". For the sake of simplicity, lets assume the "Data" sheet looks like this: <tbody> A B C D 1 JAN FEB MAR 2 Purchase 100.00 150.00 225.00 3 Insurance 500.00 500.00 500.00 4 Ads 1,000.00 750.00 250.00...
  7. B

    National Insurance Formula

    Hi I'm looking to get help creating a National Insurance Formula which is based on the factors below: you pay National Insurance contributions if you earn more than £162 a week you pay 12% of your earnings above this limit and up to £892 a week the rate drops to 2% of your earnings over £892...
  8. S

    need to find the text length of 10 character CAPS AND NUMBER and put ^ delimiter BEFORE AND AFTER

    i need formula OR VB CODE to put ^ delimiter to the text below EG--TEXT IN EXCEL = Comprehensive Insurance CI25874567 4000 1 Year richard Pendergast 101 Delia St OUTPUT ---Comprehensive Insurance ^CI25874567^ 4000 1 Year richard Pendergast 101 Delia St
  9. S

    need to find data with capsand number lenth of 8 split the data from left

    need formula Philadelphia Contributionship for the Insurance of Houses from Loss by Fire W4Z6QA69 Comprehensive Insurance CI25874567 4000 1 Year were find and put dildimeter like ^ before ^W4Z6QA69 Philadelphia Contributionship for the Insurance of Houses from Loss by Fire ^W4Z6QA69...
  10. K

    Skip

    I have a vb looking to pull rows that return a certain value and place at the bottom, but it errors if it doesnt find a row with that name. Sometimes the sheet will have it and sometimes not, how do I tell it to ignore it and move on if that name doesnt appear. Here is the code so far: With...
  11. K

    inserting rows

    How do I insert 3 rows above a reference in column c then stop? for example, I need to insert 3 rows above column c when it reaches "Totals For NO INSURANCE" then stop.
  12. S

    Listing Best Performers

    Hi All, I am trying to create a Best Performer Cell which would show the name of the best shop performer. Mary, Sean and Leane all have 100% insurance but Mary only did 1 sale where as sean and leane did 10. but mary is listed as the best performer as her name is higher up the list. to give...
  13. L

    Lookup value

    Dear Wizards, How would you solve the following challenge I'm facing using Excel formulas (as opposed to DAX)? I need to know the rate associated with the payer given a HCPCS and a date range. Your suggestions are truly welcome. Thank you in advance! <tbody> Payer HCPCs Start Date End Date...
  14. sleek12

    Approximate match in columns to merge along with amount

    <tbody> Debtor Amount $ X Insurance ltd 5800 X Ins. Ltd -480 X Insurance Brokers Ltd 4700 X Ins. Brokers ltd -950 Y Enterprises 8900 Y Ent Ltd 950 </tbody> Objective: I have fuzzy logic in my excel but it compares 2 columns , but i have inexact data in debtors...
  15. R

    count the number of visits of a client

    I work in medical insurance And I tried to use this formula to count the number of visits of a client =IFERROR(IF(AND(B2=B1,E2=E1,F2-F1<1)," ","Uniq Visit"),"Uniq Visit") But in some cases the formula counts the same date as two visits instead of one Please advice!
  16. M

    Amortizing prepaid insurance monthly - also prorates first and last month!

    I am trying to create a formula that will automatically amortize prepaid insurance out every month based on an effective date and termination date. The problem I'm encountering is getting the formula to auto-calculate the # of days in each month, and to prorate the 1st and last month of the...
  17. P

    a function that can see the max amount for deductible and stop when it rich maximum amount limit.

    My Best Regards !!! I am having a hard time with my sheet, I will try to explain it clearly, I have a price in one cell and other prices in another cell but in different column (the reason is, because the prices are a different category) let see :- in G7 I put a price for consultation 75 $ in...
  18. F

    Help needed with insurance commission calculator using Vlookup

    I'm using an excel sheet for tracking new sales of insurance policies. I add a new line for each client, by product type, the sum of premium they will pay, I manually calculate the initial commission due and renewal commission due. But I want to reduce the manual calculations/errors of the...

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