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Insights for Benefits Brokers Who Want to Work Smarter

Practical strategies for commissions, renewals, workflow automation, and running a more efficient agency — from the team that builds the tools.

7 Signs Your Shared Inbox Is Slowly Destroying Your Agency

7 Signs Your Shared Inbox Is Slowly Destroying Your Agency

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7 Costly Commission Tracking Mistakes That You Are Making (And What Smart Agencies Do Instead)
Insurance Agency Management Systems

7 Costly Commission Tracking Mistakes That You Are Making (And What Smart Agencies Do Instead)

Jason Silverman
Feb 16, 2026
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AI Agents Are Coming for Your Agency Management System.
Insurance Agency Management Systems

AI Agents Are Coming for Your Agency Management System.

Jason Silverman
Feb 10, 2026
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7 Mistakes Benefits Broker Make That Ruin Their 4th Quarter
RFP

7 Mistakes Benefits Broker Make That Ruin Their 4th Quarter

Jason Silverman
Jan 17, 2026
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Employee Navigator Integration with Salesforce
Insurance Agency Management

Sync Employee Navigator Data with Salesforce — Unlock the Art of the Possible

Jason Silverman
Oct 27, 2025
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FormStack by Intellistack
Insurance Agency Management Systems

Document Automation for Insurance Agencies with BenefitsGuide

Jason Silverman
Jul 30, 2025
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Revenue Reporting Made Easy: How Automation Transforms Commission Accounting & Reporting
Insurance Agency Management Systems

Revenue Reporting Made Easy: How Automation Transforms Commission Accounting & Reporting

Jason Silverman
Apr 28, 2025
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Commissions BenefitsGuide
Commissions

Automated Commission Tracking: Real Impact

Jason Silverman
Mar 11, 2025
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Fully Automated Commissions Solution Built into BenefitsGuide
Insurance Agency Management

Fully Automated Commissions Solution Built into BenefitsGuide

Jason Silverman
Feb 24, 2025
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Is Your Employee Benefits Agency Running Efficiently—or Just Running in Place?
Insurance Agency Management

Is Your Employee Benefits Agency Running Efficiently—or Just Running in Place?

Jason Silverman
Feb 19, 2025
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Transforming Client Communications: The Power of Tickets
Insurance Agency Management

Transforming Client Communications: The Power of Tickets

Jason Silverman
Dec 2, 2024
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BenefitsGuide Micro Services are the key to success
Salesforce.com

Anything Is Possible: Unlock Your Potential with Micro Services

Jason Silverman
Nov 25, 2024
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worklfow automation
Salesforce.com

The Key to More Time and Profit: The Power of Workflow Automation

Jason Silverman
Nov 18, 2024
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Stop Using Old Tools: Why Your AMS Needs an Upgrade Now
Salesforce.com

Stop Using Old Tools: Why Your AMS Needs an Upgrade Now

Jason Silverman
Nov 11, 2024
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How to Create Employee Benefit Booklets in Seconds with BenefitsGuide
Salesforce.com

How to Create Employee Benefit Booklets in Seconds with BenefitsGuide

Jason Silverman
Nov 4, 2024
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The Right Time to Switch Your AMS: Here’s What You Need to Know.
Salesforce.com

The Right Time to Switch Your AMS: Here’s What You Need to Know.

Jason Silverman
Oct 28, 2024
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From Manual to Automated: How ThinkTank Streamlined Operations
Salesforce.com

From Manual to Automated: How ThinkTank Streamlined Operations

Jason Silverman
Oct 21, 2024
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From Manual to Automated: How Group Health Solutions Grew Their Brokerage
Salesforce.com

From Manual to Automated: How Group Health Solutions Grew Their Brokerage

Jason Silverman
Oct 14, 2024
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How CorpStrat Saved 10 Hours Per Employee Each Week with Automation
Salesforce.com

How CorpStrat Saved 10 Hours Per Employee Each Week with Automation

Jason Silverman
Oct 7, 2024
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The Power of Automation: How to Save Time and Grow Your Brokerage
Salesforce.com

The Power of Automation: How to Save Time and Grow Your Brokerage

Jason Silverman
Sep 30, 2024
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