- Durum: Pending
- Ödül: $300
- Alınan Girdiler: 16
We are a California insurance agency. We need a daily sales report using Access so the report can be used amongst 10-14 people to enter their sales activities. We sell various types of insurance such as Auto, Home, Business, Life, Etc... Insurance Products come from various insurance companies (Travelers, Safeco, The Hartford...) There are various level of commissions percentage for each products. In brief each salesperson must be able to open his/her own Access sign on to access his/her report to report: purchaser info, type of insurance product (dropdowns), total premium must give 12 months total (from possible 6 months, 3 months long policies). Must have Total of the # of sold polices, premium by products, total premium month to date and YTD. We require 12 separate monthly reports with YTD result.
Each salesperson will have separate report form and all the reportsfrom all salespeople must be tallied up into admin form. Access form must accessible by individual users at anytime from our server
Our need for this Access report is immediate. We attached what we envision for your review,