Humana
- Download fresh book of business export from Humana.com. Make sure to export all columns.
- Filter exported records by column AE (Status). Only select "Active Policies" and "Future Active Policy".
- Copy Columns AO (Plan Name) through AR (Contract-PBP-Segment ID) to new sheet.
- Delete columns B (Signature Date) and C (Status Reason)
- Paste the following formula into cell 1C
=IF(COUNTIF($B$1:B1, B1)=1, "First", "") - Copy to entire column
- Filter sheet on Column C. Only show "First"
- Copy remaining records in Columns A and B into Google Sheet Plan Names and Contract Ids