InsAgy

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We are glad to publish the first post in the series of tutorials on Excel for Insurance professionals, agents and advisors. Over this series, we will be creating a template for non-life general insurance policy data using free version of Microsoft Excel.

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Part one of the tutorial that covers following topics is now available ://insagy.com/policy-sales-data-template-for-general-insurance-agents/

Step 1 – Create Worksheets
Step 2 – Data Structure and use of Tables
Step 3 – Duplicate Check and Validation
Step 4 – Dropdown List

Cheers!
InsAgy.com
The best online software in India for Insurance Agents and Advisors.
Call +919910045737 for free demo.

Read on If you have never used Free online version of Excel.. Login or create your account at https://office.live.com/start/Excel.aspx
Know more at: http://insagy.com/getting-started-with-free-tools/
Comment "👍" if you have never used Free Excel before..

We are preparing to launch a step by step tutorial series for insurance agents on power features of excel. In this series we will build from scratch an excel workbook with sales data with agency performance dashboard.
We would like to hear your voice on:
1. Language of tutorials- English or hindi.
2. Microsoft online excel or Google sheets(free spreadsheets).
3. Videos or Pdf.

Share your preferences and follow us on our page.

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insagy.com

http://insagy.com/

InsAgy - Insurance Agency Management Software works for all types of insurance agencies and businesses. Whether you sell life, health, motor vehicle, fire, burglary it doesn’t matter. We give you the tools to manage and automate your business for greater success!

> Easy to start with Guaranteed Implementation Support

> Saves Time & Increases Efficiency

> Reduce dull and repetitive tasks by over 80%

> Improve Client Relationships by providing effective services

> Keep your team organised & focused on high valued Tasks

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