|
The problem:- A
PBMS client in the insurance industry used to spend hours preparing block
quotations for new proposals received from their agents.
The solution:-
A little organisation and Microsoft Excel. PBMS prepared a
Custom function that does all the table look-ups and calculations.
The agents E-mail their lists of potential new business as Excel
spreadsheets, our client copies a formula down the list - and it's done!
In seconds.
Because the
Custom function is designed as an Excel add-in, it is available to all
users and it's there on the menu like any native Excel formula or function.
Simple, practical and inexpensive.
A simplified example is shown
below.
|
