CRMJetty

  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...