Dinero - Intelligent Insurance Commissions for Salesforce AppExchange

Dinero Insurance Commissions turns the monthly carrier-statement scramble into a dashboard.Install the package, click Create, and get a complete, working commission-reconciliation app — data, semantic model, and dashboards — with no uploads, no mapping, and no configuration.

Built for insurance agency operations. Agencies juggle statements from many carriers, each with its own cadence and format. Dinero models the whole flow: policies, producers, commission lines, raw statement lines, and a 30,000-row reconciliation that matches expected commissions to received cash.

What you see on day one: Reconciliation view — expected vs. received with variance to the cent, matched and unmatched buckets, and extraction-confidence flags for lines that need a human eye Producer view — net earnings leaderboard and 24-month book-value projection for retention conversations Suspense by carrier — unapplied cash at a glance, so nothing sits unallocated Chargebacks — early-lapse tracking against written policies