Posts

How CRMJetty’s Premium Payment and Billing Features Enhance Insurance Operations

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  Managing premium payments should be simple, but for most insurance companies, it’s still a never-ending maze of manual updates, delayed reminders, and billing records that never seem to match up. Even with powerful CRMs like Salesforce or Dynamics in place, a lot of insurers are still stuck reconciling payments through spreadsheets or chasing overdue premiums through email threads. And honestly, one missed reminder or mismatched entry is all it takes for collections to lag and customer trust to dip. On top of that, policyholders today expect the same convenience they get from banking apps and ecommerce checkouts: a self-service way to pay, view statements, and track their history without calling support or waiting for “someone to get back to them.” But without a proper insurance premium payment portal, the gap between what customers want and what insurers can deliver keeps widening. Meanwhile, internal teams are left juggling repetitive tasks – manual data entry, correcting billi...

How Associations Can Eliminate Data Silos with a Unified Portal Integrated with Salesforce?

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Most associations and NGOs treat Salesforce like their digital brain, storing every member interaction, donation, and event RSVP in its vast neural network. Here’s the kicker, though: Salesforce, for all its brilliance, often operates like a genius that prefers to work solo — great internally, but hard to extend outward to members and partners. Sure, it’s fantastic at managing internal operations, but asking members to navigate it directly is like handing them the keys to a spaceship and expecting them to fly to the moon. The licensing costs alone can make direct external access prohibitively expensive — especially when scaled across your thousands of members or partners. While an integrated portal solution can dramatically reduce this licensing burden by handling many interactions through the portal interface rather than requiring full CRM licenses for each user, you’ll still need your core Salesforce infrastructure and some level of external user licensing or API usage. The key benef...

Salesforce Community Licenses Explained: Which One is Right for You?

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We all know how much Salesforce products are used worldwide for its features, resources they provide, ease of implementation, and many more reasons. With every product they release, they go one step further in providing their customers with world-class solutions. And of course, every product is updated keeping in mind easy integration with its CRMs.  In Salesforce, Communities are designed to help organizations collaborate better with external users such as customers, partners, and even employees. Choosing the right Salesforce Community license is important because it can affect access, functionality, user experience, and overall cost. Picking the wrong license can lead to limited features, much higher expenses, and also to unnecessary restrictions. Let’s also break down different Salesforce Community licenses and compare how they work. Well will also analyze price variations and discuss the common use cases. This will make it easier for you to decide which license best suits your ...