Interactive demo · Fictitious data
Refund simulator — live in your browser
This is a web reproduction of the Excel/VBA tool I built for a national insurance brokerage. It runs entirely in your browser on invented sample data — there is nothing to download and no real customer information.
Advanced Excel / VBA logic
150,000+ records (production)
Auditable rules
1 · Look up an insured
Enter a sample ID and consult. In the real tool this filtered a 150,000-record production base.
How it works
- 2. Pick a policy from the list.
- 3. The simulator retrieves the credit data by policy number.
- 4. It applies the product rate factor and computes the refund.
- 5. The result is shown field by field, as in the original workbook.
Policies found
| Policy | Start | End | Credit line | Total credit | Term | Status | Cancellation |
|---|---|---|---|---|---|---|---|
| No lookup yet. | |||||||
Liquidation
Policy —
Σ
—
Premium to refund (fictitious). Penalty cases (early cancellation) are halved, exactly as in the original rule.
This demo uses invented IDs, dates and amounts. Names, companies and real portfolio data are not shown.
Like the thinking behind this?
I build tools and reports like this to remove manual work and make numbers trustworthy. Read the full case or get in touch.
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