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Homework answers / question archive / New Perspectives Word 2019 | Module 9: SAM Project 1a Settlers Insurance As a client associate for Settlers Insurance, you collect information from company owners and managers who want to offer life insurance as a benefit to their employees

New Perspectives Word 2019 | Module 9: SAM Project 1a Settlers Insurance As a client associate for Settlers Insurance, you collect information from company owners and managers who want to offer life insurance as a benefit to their employees

MS Word

New Perspectives Word 2019 | Module 9: SAM Project 1a

Settlers Insurance

As a client associate for Settlers Insurance, you collect information from company owners and managers who want to offer life insurance as a benefit to their employees. To simplify the process, you are creating an information form that clients can complete and return to you. You will use advanced table formatting techniques and insert content controls to complete the form.   In the Client Information table, merge the cells in the first row, which contains the text "Client Information".

  • Merge table cells.

Remove the borders from the right side of the cells containing "Company name:", "Contact name:", and "Address:".

  • Remove the border of cells in a table.

Insert a Text Box form field in cell B2 (the blank cell to the right of "Company name:"). Click Options, and using the Text Form Field Options dialog box, use Enter the company name. as the Default text.

  • Insert a Text Box form field.
  • Edit a form field's default text.

Insert a Check Box form field next to "New client" and another one next to "Existing client".

  • Insert a Check Box form field.
  • Insert a Check Box form field.

In the Insurance Needs table, format cell C2 containing the text "What is the maximum coverage amount?" as follows: a. Split the cell into 2 columns and 1 row. b. Resize cell C2 so that it is the same width as cells C3 and C4 below it. (Hint: Drag the right border of the cell.)

  • Split table cells.
  • Resize a table cell..

Format cell A5 (the cell containing the "For Office Use Only" text) as follows to clarify that it refers only to the bottom part of the table: a. Rotate the "For Office Use Only" text in cell A5 so that it reads from bottom to top. b. Shade the cell with the Red, Accent 5, Lighter 80% shading color.

  • Change the direction of text in a table cell.
  • Apply shading to a table cell.

In the Insurance Needs table, cell A5 should be formatted using the Red, Accent 5, Lighter 80% shading color.

Change the top and bottom cell margins for all the cells in the Insurance Needs table to 0.04".

  • Change the margins of table cells.

In the Insurance Needs table, all cells should be formatted using 0.04" top and bottom cell margins.

Change the height of row 4 (which contains the text "What is your billing preference?") so that it is the same height as rows 2 and 3.

  • Resize a table row.

Add a 2 ¼ point border to the bottom of row 4 (which contains the text "What is your billing preference?"). Use the default border color.

  • Change the border of a table row.

Insert a Combo Box form field in cell B3 (the blank cell to the right of "What type of insurance do you prefer?") and format it using the Options dialog box as follows:  a. Add the following three choices in the list:  Term  Whole Life  Universal

  • Insert a Combo Box form field.
  • Specify the choices shown in a form field.

Insert a Combo Box form field in cell B4 (the blank cell to the right of "What is your billing preference?") and format it using the Options dialog box as follows: a. Add the following two choices to the list:  Autopay  Bill

  • Insert a Combo Box form field.
  • Specify the choices shown in a form field.

Insert a Text Box form field in cell D2 (the blank cell to the right of "What is the maximum coverage amount?") and format it using the Options dialog box as follows: a. Use Enter coverage amount. as the default text.

  • Insert a Text Box form field.
  • Edit form field placeholder text.

Insert a Text Box form field in cell D3 (the blank cell to the right of "When do you want coverage to start?") and format the content control using the Options dialog box as follows: a. Select Date as the Type. b. Use MMMM yy as the date format. c. If necessary, turn off shading in the form.

  • Insert a Text Box form field.
  • Customize the date format in a Text Box form field.

Insert a formula to calculate the monthly estimate as follows: a. In cell C6 (the blank cell to the right of "Monthly Estimate:") insert a formula that adds the handling fee amount in cell C5 to 500. (Hint: Edit the formula so it does not use a function but does start with an equal sign.)  b. Select the $#,##0.00;($#,##0.00) Number format.

  • Insert a formula in a table cell.

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