policies

  1. I

    SUMIFS using date ranges and other criteria

    Gonna try and keep this real simple to understand. I'm trying to calculate residual income from insurance policies sold a year ago. The data is as follows: A:A = Date policies went effective B:B= Status of policy (it must be active to pay a residual) C:C= Residual amount to be paid. The...
  2. 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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