Health Plan Quote Builder (Excel to Word)
Builds self-funded health plan quotes. Premiums, claims forecasts and fees are calculated in Excel and a single click exports the finished quote into a formatted Word template.
- Industry
- Insurance
- Deliverable
- Quote Template.xlsm
- Built with
- Excel VBA, Word automation
Before
Quote figures were calculated in Excel and then retyped into a Word document.
After
Premiums, claims and fees are calculated and exported into the formatted Word quote with one click.
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