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The Complete Excel Course with AI Integration

Excel course for insurance agents and brokers

For insurance agents and brokers who keep their client book, renewals and sales figures in Excel. This page picks out the parts of The Complete Excel Course with AI Integration that agency work uses: a clean client and policy list, renewal dates and follow-ups, quotes set side by side, commissions from rate tables, sales against targets, and FV for showing how a regular saving might grow.

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Taught by Sagnik Bhattacharya and Virginia Thorn

The Complete Excel Course with AI Integration: Sagnik Bhattacharya and Virginia Thorn

What you will be able to do

At work, you will be able to:

  • Keep the client and policy book as an Excel Table that sorts and filters by insurer, product or renewal month, cleaned of duplicate clients.
  • Count the days to each renewal with TODAY, list the renewals due in the coming weeks with FILTER, and track each one's status in a TaskFlow-style sheet.
  • Set quotes from several insurers side by side and put them in order with SORT or SORTBY, so the lowest premium for each client shows first.
  • Work out commissions with a rate looked up by insurer and product with XLOOKUP, and with IFS where the rate rises in tiers.
  • Track policies and premium sold against monthly targets with SUMIFS and COUNTIFS, and label each month with IF and IFS.
  • Show a client what a regular saving might grow to with FV, with yearly step-ups and the effect of inflation, in a chart.

Projects

What you will build.

The course has 14 projects. These five matter most here.

  • XLOOKUP formula in Excel (PeopleInsight): each employee row looks up its location from another sheet.

    Project 06

    PeopleInsight HR workbook

    Employee data joined across sheets with one formula.

    Commission rates read by insurer and product with a two-way lookup, practised on HR records, and quotes put in order with SORTBY.

  • Task tracker in Excel (TaskFlow): start and due dates, status, priority and a progress bar for each task, with working days left, days past due and unfinished high-priority tasks highlighted.

    Project 07

    TaskFlow

    One sheet that shows what is done, what is late and what is urgent.

    Renewals handled as tasks: each policy's renewal status from a drop-down list, the working days left before it falls due, and overdue renewals in colour.

  • SIP and SWP retirement simulator in Excel (WealthFlow): withdrawal and investment plans beside four charts of corpus, withdrawals and portfolio growth over 30 years.

    Project 10

    WealthFlow

    A retirement plan that shows how long the money lasts.

    The savings side of a client conversation: what a monthly amount grows to with FV and yearly step-ups, and what that is worth after inflation, shown on a chart.

  • Project 02

    Dunder Michael Paper Company employee database

    A long list kept tidy, practised on employee records: the sorting, filtering and clean-up a client and policy book needs.

  • Project 03

    Sales Goal Tracker

    Targets against results with IF, IFS, SUMIFS and COUNTIFS: policies and premium by month set against your target, and commission tiers worked out with IFS.

Lessons

The lessons that matter, in course order.

The Complete Excel Course with AI Integration has 186 lessons. This page picks out 45 of them, 4 h 22 min of video. Each lesson keeps its number in the course.

Where to start

Lesson 19 Excel tables

Begin at Lesson 19 if you already keep a client list in Excel: a clean book comes first. That section, Managing data in Excel, is free by email with its practice files: ask for it on the course page. The FV lesson, Lesson 18, sits just before it and can be watched on its own. New to Excel? Begin at Lesson 1. If formulas are routine, go to Lesson 67 for rate lookups and renewal lists.

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45 of 186 lessons · 4 h 22 min

02 Project: personal budget tracker 1 of 5 lessons · 7 min An FV calculator for how a monthly investment grows, a short lesson on mutual fund growth that suits a first conversation about a savings plan.
  1. 18 SIP growth calculator in Excel FV function for mutual fund investment growth 7 min
03 Managing data in Excel: sort, filter and tables (Dunder Michael Paper employee database) 9 lessons · 1 h 1 min The client and policy book in order: Excel Tables, sorting and filtering by insurer, product or renewal month, cleaning with TRIM and Find and Replace, Remove Duplicates for clients entered twice, Flash Fill for names, frozen headers and printing call lists. The lessons use an employee database.
  1. 19 Start here Excel tables Create and format a table, structured references and total row 8 min
  2. 20 Sorting data in Excel Single and multi-level sort on an employee database 6 min
  3. 21 Filtering data in Excel AutoFilter, text and number filters on employee data 10 min
  4. 22 Cleaning data in Excel TRIM, Paste Special values and Find and Replace 13 min
  5. 23 Remove duplicates in Excel Find and delete duplicate rows in an employee list 6 min
  6. 24 Flash Fill in Excel Split first and last names automatically 3 min
  7. 25 Text to Columns in Excel Split data by delimiter into separate columns 6 min
  8. 26 Freeze panes in Excel Lock header rows and columns while scrolling 3 min
  9. 27 Printing in Excel Print area, page orientation, scaling and page layout 6 min
04 Essential formulas and functions (IF, SUMIF and more) 13 lessons · 1 h 17 min Targets, tiers and dates as formulas: IF and IFS to label a month against target and to set commission tiers, AND and OR for two conditions, SUMIFS and COUNTIFS for premium and policies by product and month, and TODAY with date arithmetic for days to renewal.
  1. 28 Logical functions in Excel TRUE and FALSE comparisons for beginners 5 min
  2. 29 The IF function in Excel Pass or fail results with a single condition 3 min
  3. 30 IF function practice in Excel Categorise sales data with IF formulas 6 min
  4. 31 Nested IF and IFS in Excel Customer value tiers with nested IF 6 min
  5. 32 Nested IF and IFS in Excel Sales performance labels with the IFS function 5 min
  6. 33 AND and OR with IF in Excel Flag high-value deals with multiple conditions 8 min
  7. 34 SUM, COUNT and COUNTA in Excel SUM with FILTER and counting numbers with COUNT 7 min
  8. 35 SUM, COUNT and COUNTA in Excel COUNTA, unique counts and completeness checks 4 min
  9. 36 SUMIF and COUNTIF in Excel Conditional sum and count with one criterion 8 min
  10. 37 SUMIFS and COUNTIFS in Excel Sum and count with multiple criteria 7 min
  11. 38 The Excel function library Insert Function dialog and Formula AutoComplete 5 min
  12. 39 Date and time functions in Excel TODAY, NOW, MONTH and date arithmetic 6 min
  13. 40 Excel Ninja Challenge COUNTIF, SUMIF, IF, COUNTIFS, SUMIFS and IFS practice 8 min
08 Advanced Excel functions: lookups, text and arrays 12 lessons · 54 min XLOOKUP and INDEX and MATCH for commission rates by insurer and product, including a two-way lookup, IFERROR for a missing rate, LEFT, RIGHT and MID for parts of policy numbers, EOMONTH for month-end renewals, and FILTER, SORT and SORTBY for renewal lists and ranked quotes. The lessons use an HR dataset.
  1. 67 Lookup functions in Excel The PeopleInsight HR dataset and why lookups matter 2 min
  2. 68 VLOOKUP in Excel Find employee data across sheets with exact match 4 min
  3. 69 XLOOKUP in Excel Exact match, if not found and two-way lookup 6 min
  4. 70 IFERROR in Excel Handle lookup errors in VLOOKUP and XLOOKUP formulas 3 min
  5. 71 INDEX and MATCH in Excel A flexible alternative to VLOOKUP 6 min
  6. 72 CONCAT and TEXTJOIN in Excel Combine employee names and text with a delimiter 3 min
  7. 73 LEFT, RIGHT and MID in Excel Extract parts of a text code like DAL-SAL-0001 7 min
  8. 74 TODAY, EOMONTH and NETWORKDAYS in Excel Date calculations for HR data 5 min
  9. 75 UNIQUE function in Excel Extract a distinct list with dynamic arrays 6 min
  10. 76 FILTER function in Excel Dynamic array filtering with AND and OR criteria 5 min
  11. 77 SORT and SORTBY in Excel Sort data dynamically with formulas 4 min
  12. 78 Excel Ninja Challenge XLOOKUP, totals and text concatenation lookup challenge 3 min
09 Project: task automation with data validation and forms 4 of 9 lessons · 25 min The opening lessons of TaskFlow, put to work on renewals: the overview and the column layout give each policy its own row, drop-down lists hold its status and priority, and conditional formatting marks a renewal as late or complete.
  1. 79 TaskFlow project tracker in Excel Overview of the task tracker dashboard 4 min
  2. 80 Designing a task tracker in Excel TaskFlow layout, columns and headers 5 min
  3. 81 Data validation in Excel Status and priority drop-down lists in TaskFlow 8 min
  4. 82 Conditional formatting in Excel Highlight overdue and completed tasks 8 min
09 Project: task automation with data validation and forms 1 of 9 lessons · 5 min NETWORKDAYS and TODAY for the working days left before each renewal or follow-up falls due.
  1. 85 NETWORKDAYS and TODAY in Excel Days remaining and task deadlines in TaskFlow 5 min
13 WealthFlow investment and retirement simulator 5 of 11 lessons · 32 min The savings half of WealthFlow: compounding and lump sums, SIP and SWP explained with inflation, XIRR and a monthly rate, a step-up table with FV, and values in today's money shown on a chart. The model is a personal investment plan.
  1. 125 SIP and SWP calculators What is an SIP, lump sum and compounding 6 min
  2. 126 SIP and SWP calculators What is an SWP, inflation and FIRE 6 min
  3. 127 WealthFlow SIP model in Excel Input assumptions, XIRR and monthly rate 6 min
  4. 128 WealthFlow SIP model in Excel Step-up SIP table and FV formulas 6 min
  5. 129 WealthFlow SIP model in Excel Real portfolio value, inflation and charts 7 min

Instructors

Who teaches it.

Virginia Thorn smiling at the camera, dark hair tied back, wearing a navy top.

Instructor, Excel with AI

Virginia Thorn

Emmy Award winner. Teaches Excel with AI at Coding Liquids.

Questions

Asked before starting.

Is there an Excel course for insurance agents and brokers?

Yes. The Complete Excel Course with AI Integration from Coding Liquids teaches the Excel an agency runs on: a clean client and policy book, renewal dates counted with TODAY and listed with FILTER, quotes ranked with SORTBY, commissions from rate tables with XLOOKUP and IFS, sales against targets with SUMIFS, and FV to show how a regular saving might grow. The 45 lessons here come to 4 hours 22 minutes of the course's 16 hours.

Does the course teach insurance products or the rules on selling them?

No. The Complete Excel Course with AI Integration teaches Excel, not insurance: products, regulation, licensing and the rules on selling or illustrating a policy are not covered, and agency management systems are not taught. It helps with the spreadsheets an agent keeps anyway: the client book, renewals, quotes, commissions and targets.

How do I get renewal reminders from my Excel client list?

With date formulas and FILTER from The Complete Excel Course with AI Integration: the renewal date less TODAY gives the days left, FILTER lists the policies renewing within a window you choose, SORTBY puts the nearest first, and TaskFlow's highlights colour the ones already overdue. Excel sends no reminders by itself; the list is up to date each time the workbook is opened.

Can I compare quotes from different insurers in Excel?

Yes. Put each insurer's quote for a client in a table and The Complete Excel Course with AI Integration gives the tools to compare them: SORT or SORTBY order the quotes by premium, FILTER keeps the ones that meet the client's conditions, and the two-way lookup in the XLOOKUP lesson reads a figure for any insurer and cover level. Choosing the right cover remains your advice, which the course does not teach.

Can I work out my commission in Excel?

Yes. In The Complete Excel Course with AI Integration XLOOKUP brings the commission rate for each policy from a table by insurer and product, multiplying by the premium gives the commission, IFS handles rates that rise in tiers with your sales, and SUMIFS totals commission by month or insurer. The lessons use sales targets and HR data; your own rate tables slot in the same way.

Excel with AI

See the whole course.

The Complete Excel Course with AI Integration: 16 hours of video in 186 lessons, built around 14 projects, with lifetime access, a Certificate of Completion and a 14-day money-back guarantee.

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