I come here because I know that someone here will know how to help me. I fully understand it could be done in derision, but I am willing to accept that.
I have a report that I keep of which insurance carrier we write business with each month. A person in my position created an excel file to keep track of quotes and policies written on a monthly basis. I want to take it a step farther so that I can keep track of the total amount placed with each carrier for the year. Basically, here is what the current spreadsheet tracks:
Acct Quoted Coverage SBU Company Quoted WroteEff Date Prem Com Revenue Add'l Notes
ABC, LLC BOP yes Secura $500 $0
DEF, LLC BOP yes Liberty $692 yes 1/2/2015 $692 15.0% $104
GHI, CO. PKG yes Secura $2,154 yes 1/6/2015 $2,154 15.0% $323
Joe DBA JKL WC Hartford $7,664 yes 1/7/2015 $7,664 11.0% $843 Hartford got off - didn't like
I have a sheet for each month - January 2015 to December 2015. I would like to put on another sheet (Yearly totals) the total for each company and the amount of premium written. For example, I would like to make a formula to read each sheet, find Secura and add the total premium - in this case 0+2154=2154. It needs to go through each months totals.
Can anyone help me with that?
TIA.