It's time to
your customer data.
When helping folks get the most out of their Medicare coverage, you're always caught in the middle. You end up spending all of your time balancing state compliance and carrier requirements, when what you really want to be doing is helping your customers take advantage of their benefits.
You have a ton of data coming your way. You're getting new schedules, statements, and policies every day. You have all of this information at your fingertips, but no way to use it.
Dinero is a data platform that cleans your policy data and opens up insights about your customers.
It takes all of your documents and policies, and turns them into actionable data. Dinero has all of the building blocks you need to understand your customers so your team can focus on what matters: making sure everyone you meet has a great experience.
Import and Translate
Bring your policies, schedules, and statements from wherever they are and get them back as normalized data. Databases, spreadsheets, PDFs... Dinero handles them all.
Reconciliation
The reconciliation dashboard helps find data quality issues and missed payments to help you clean your data (and your accounts recievable) incredibly fast.
Thoughtful Visualizations
Explore your data and understand what's happening, fast. Use our pre-built dashboards to keep everyone in the loop, from your sales team to your CFO.
Customized Insights
Make decisions with forecasts and persistency models built entirely on your data. Know which customers are likely to leave before it happens.
Runs in Snowflake
Everything happens in Snowflake, hosted by either you or us. This keeps your customer data safe and scales to meet your demands.
Meet You Where You Are
Use the prebuilt connectors for Saleforce and Snowflake, or access your data with an API to meet your team where they already work.