Dinero - Intelligent Insurance Commissions
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
Top keywords
- lines3×2.17%
- cash2×1.45%
- commissions2×1.45%
- dinero2×1.45%
- expected2×1.45%
- insurance2×1.45%
- policies2×1.45%
- received2×1.45%
- reconciliation2×1.45%
- view2×1.45%
SMS-Magic | Business Messaging
Natively built SMS Solution for Sales & Service Cloud, Experience cloud & supports all the apps built on force.com. Complete business messaging solution supports multichannel automated & interactive 2-way conversations Converse with your customers on the channel of their choice - while you stay in the comfort of your Salesforce window or even smartphone. It is perfect for high-touch, contextual, and time-sensitive customer engagement that’s also help you get compliant with 10DLC registration. - Channels supported: SMS, ,Texting, MMS, WhatsApp and FB Messenger, - Easy Configuration & Use - Interactive & Automated Messaging - Dedicated & Shared Inboxes for Sales/Service Console, Record page, Lists & Reports - Automate with Flows: keywords, reminders, alerts, & routing - Marketing: blasts, drip campaigns, profiling, surveys, scheduling, link tracking - Analytics Dashboards - Standard & Custom Objects - Experience cloud, Force.com solutions - Global Coverage - Protect users from Spam - Supports long & short codes, toll-free numbers, call forwarding, direct connect-59 countries, bring your own number (landline), bring your own carrier (Twilio, Nexmo, Ring Central, etc)
Top keywords
- cloud3×1.80%
- supports3×1.80%
- automated2×1.20%
- bring2×1.20%
- bring your own2×1.20%
- com2×1.20%
- experience2×1.20%
- experience cloud2×1.20%
