Hello bubblers! So, I have this thing
In my database, I have a thing called “carriers”
Carrier 1
Carrier 2
Carrier 3
And another thing called “insurance_type”
ins_type 1
ins_type 2
ins_type 3
Now, the question.
Each carrier, with each insurance type, has different commissions.
It has to autopopulate, every time I add an insurance carrier, or a insurance type.
Now, I would love to have an “excel file” like interfase. Where I can personally modify this % (even auto-binded!)
Carrier 1 Carrier 2 Carrier 3
ins_type 1 XX % XXX% XXXX%
ins_type 2 YY% YYY% YYYY%
ins_type 3 ZZ% ZZZ% ZZZZ%
So, when there is a new policy, I want it to automatically find the carrrier, the type and ergo, get the % I saved for each case in order to get the net commission from that policy.
Example workflow
When–> New policy --> Find Carrier & ins_type commission * policy amount = net commission
Any idea on how to approach this would be great!
Thank you all as always!