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%
Cirrus Insight for Gmail
Cirrus Insight is the seller-led, AI-orchestrated Sales Operating System that runs natively alongside Salesforce. For over a decade, we’ve captured and cleaned the relationship history you depends on; automatically logging emails, calendar events, and tasks from Gmail straight into Salesforce, across one or many orgs. The result is trustworthy data that powers real pipeline growth, tighter deal management, and forecasts you can stand behind. Inside the inbox, reps get scheduling, meeting prep briefs, live coaching, and automated follow-ups that keep momentum high. Inside Salesforce, admins and leaders get pristine activity data, configurable capture policies, and native reporting that surfaces what truly drives wins. Cirrus turns everyday GTM activity into a clean, continuous signal, so your Salesforce instance becomes the engine of your revenue, not just a system of record. Cirrus Insight supports all editions of Salesforce including Unlimited, Enterprise, Professional, Group, Contact Manager, and Developer. Cirrus Insight supports Gmail; Outlook 2010, 2013, 2016; Office 365; iOS; Android; and Citrix. Compare to: Revenue Grid Match My Email Gong Chili Piper
Top keywords
- salesforce5×2.94%
- cirrus4×2.35%
- cirrus insight3×1.76%
- insight3×1.76%
- activity2×1.18%
- cirrus insight supports2×1.18%
- data2×1.18%
- gmail2×1.18%
