--- title: Blog (2) description: BenefitsGuide is an insurance agency management system built entirely on the Salesforce Platform that allows insurance brokers to more effectively manage their business operations, spend more time selling, and make more money. (2) --- Blog # 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. [All](https://www.benefitsguide.com/blog) [Salesforce.com](https://www.benefitsguide.com/blog/topic/salesforcecom) [Insurance CRM](https://www.benefitsguide.com/blog/topic/insurance-crm) [Insurance Agency Management Systems](https://www.benefitsguide.com/blog/topic/insurance-agency-management-systems) [Workflow Automation](https://www.benefitsguide.com/blog/topic/workflow-automation) [Insurance Agency Management](https://www.benefitsguide.com/blog/topic/insurance-agency-management) [Commissions](https://www.benefitsguide.com/blog/topic/commissions) [Employee Benefits](https://www.benefitsguide.com/blog/topic/employee-benefits) [Salesforce](https://www.benefitsguide.com/blog/topic/salesforce) [Data](https://www.benefitsguide.com/blog/topic/data) [Return on Investment (ROI)](https://www.benefitsguide.com/blog/topic/return-on-investment-roi) [integrations](https://www.benefitsguide.com/blog/topic/integrations) [Employee Benefits Communication](https://www.benefitsguide.com/blog/topic/employee-benefits-communication) [RFP Workflow](https://www.benefitsguide.com/blog/topic/rfp-workflow) [AI](https://www.benefitsguide.com/blog/topic/ai) [RFP](https://www.benefitsguide.com/blog/topic/rfp) [RFP Marketing](https://www.benefitsguide.com/blog/topic/rfp-marketing) [Business Intelligence](https://www.benefitsguide.com/blog/topic/business-intelligence) [Customer Support](https://www.benefitsguide.com/blog/topic/customer-support) [Compliance](https://www.benefitsguide.com/blog/topic/compliance) [Employee Navigator](https://www.benefitsguide.com/blog/topic/employee-navigator) [Employer Benefit Portal](https://www.benefitsguide.com/blog/topic/employer-benefit-portal) [Form 5500](https://www.benefitsguide.com/blog/topic/form-5500) [Marketing RFP](https://www.benefitsguide.com/blog/topic/marketing-rfp) [Project Management](https://www.benefitsguide.com/blog/topic/project-management) [RFP Tool](https://www.benefitsguide.com/blog/topic/rfp-tool) [benefit booklets](https://www.benefitsguide.com/blog/topic/benefit-booklets) [quoting](https://www.benefitsguide.com/blog/topic/quoting) [Enrollment Technology](https://www.benefitsguide.com/blog/topic/enrollment-technology) [Insurance Leads](https://www.benefitsguide.com/blog/topic/insurance-leads) [Lightning](https://www.benefitsguide.com/blog/topic/lightning) [RFP Manager](https://www.benefitsguide.com/blog/topic/rfp-manager) [Retirement Planning Leads](https://www.benefitsguide.com/blog/topic/retirement-planning-leads) [Self-funded Plans](https://www.benefitsguide.com/blog/topic/self-funded-plans) [![Maximize Your Efficiency with Integrated ACA Small Group Quoting](https://www.benefitsguide.com/hs-fs/hubfs/custom-video-thumbnails/Quoting-Tile-3.png?width=400&height=220&name=Quoting-Tile-3.png) Salesforce.com ### Maximize Your Efficiency with Integrated ACA Small Group Quoting ![](https://app.hubspot.com/settings/avatar/a79234000afc195a04143dff30b7249a) **Jason Silverman** May 2, 2023 Read Article ](https://www.benefitsguide.com/blog/maximize-your-efficiency-with-integrated-aca-small-group-quoting) [![When is the right time to change your AMS? It depends...](https://www.benefitsguide.com/hs-fs/hubfs/timeforchange.png?width=400&height=220&name=timeforchange.png) Insurance Agency Management Systems ### When is the right time to change your AMS? It depends... ![](https://app.hubspot.com/settings/avatar/a79234000afc195a04143dff30b7249a) **Jason Silverman** Nov 1, 2022 Read Article ](https://www.benefitsguide.com/blog/when-is-the-right-time-to-change-your-ams-it-depends) [![Ease BenefitsGuide Salesforce AppExchange Integration](https://www.benefitsguide.com/hs-fs/hubfs/custom-video-thumbnails/Ease-BenefitsGuide-play.png?width=400&height=220&name=Ease-BenefitsGuide-play.png) Salesforce.com ### Reduce the Time Required to Create a Group in Ease by 90% ![](https://app.hubspot.com/settings/avatar/a79234000afc195a04143dff30b7249a) **Jason Silverman** Aug 24, 2021 Read Article ](https://www.benefitsguide.com/blog/reduce-the-time-required-to-create-a-group-in-ease-by-90) [![Business Intelligence: Using the Form 5500 to Identify High Quality Prospects](https://www.benefitsguide.com/hs-fs/hubfs/f5500.jpg?width=400&height=220&name=f5500.jpg) Data ### Business Intelligence: Using the Form 5500 to Identify High Quality Prospects ![](https://app.hubspot.com/settings/avatar/a79234000afc195a04143dff30b7249a) **Jason Silverman** May 18, 2021 Read Article ](https://www.benefitsguide.com/blog/business-intelligence-using-the-form-5500-to-identify-high-quality-prospects) [![Don't Be That Guy With The Square Wheel](https://www.benefitsguide.com/hs-fs/hubfs/caveman_clubbing_computer.jpg?width=400&height=220&name=caveman_clubbing_computer.jpg) Salesforce.com ### Don't Be That Guy With The Square Wheel ![](https://app.hubspot.com/settings/avatar/a79234000afc195a04143dff30b7249a) **Jason Silverman** May 13, 2021 Read Article ](https://www.benefitsguide.com/blog/dont-be-that-guy-with-the-square-wheel) [![What is BenefitsGuide: Business Listings?](https://www.benefitsguide.com/hs-fs/hubfs/businesslistings-20.png?width=400&height=220&name=businesslistings-20.png) Business Intelligence ### What is BenefitsGuide: Business Listings? ![](https://app.hubspot.com/settings/avatar/a79234000afc195a04143dff30b7249a) **Jason Silverman** May 4, 2021 Read Article ](https://www.benefitsguide.com/blog/what-is-benefitsguide-business-listings) [![Benefits Compliance on the Salesforce AppExchange (No Redundant Data Entry)](https://www.benefitsguide.com/hs-fs/hubfs/social-suggested-images/CXC-tile-22.png?width=400&height=220&name=CXC-tile-22.png) Salesforce.com ### Benefits Compliance on the Salesforce AppExchange (No Redundant Data Entry) ![](https://app.hubspot.com/settings/avatar/a79234000afc195a04143dff30b7249a) **Jason Silverman** Apr 21, 2021 Read Article ](https://www.benefitsguide.com/blog/employee-benefits-compliance-on-the-salesforce-appexchange-with-no-redundant-data-entry) [![TechCanary Was Acquired by Applied Systems, Now is the Time to Explore Your Options](https://www.benefitsguide.com/hs-fs/hubfs/salesforce-benefitsguide-logo-v2.jpg?width=400&height=220&name=salesforce-benefitsguide-logo-v2.jpg) Salesforce.com ### TechCanary Was Acquired by Applied Systems, Now is the Time to Explore Your Options ![](https://app.hubspot.com/settings/avatar/a79234000afc195a04143dff30b7249a) **Jason Silverman** May 21, 2020 Read Article ](https://www.benefitsguide.com/blog/tech-canary-was-acquired-by-applied-systems-now-is-the-time-to-explore-your-options) [![Salesforce Lightning](https://www.benefitsguide.com/hs-fs/hubfs/Salesforce%20Lightning.jpg?width=400&height=220&name=Salesforce%20Lightning.jpg) Salesforce.com ### BenefitsGuide: Lightning Experience, the next generation of insurance agency management has arrived ![](https://app.hubspot.com/settings/avatar/a79234000afc195a04143dff30b7249a) **Jason Silverman** Dec 18, 2019 Read Article ](https://www.benefitsguide.com/blog/benefitsguide-lightning-experience-the-next-generation-of-insurance-agency-management-has-arrived) [![top-25-2](https://www.benefitsguide.com/hs-fs/hubfs/top-25-2.png?width=400&height=220&name=top-25-2.png) Insurance Agency Management ### Top 25 Questions To Ask Before Purchasing a New CRM - Mad Libs Style ![](https://app.hubspot.com/settings/avatar/a79234000afc195a04143dff30b7249a) **Jason Silverman** Nov 8, 2019 Read Article ](https://www.benefitsguide.com/blog/top-25-questions-to-ask-before-purchasing-a-new-crm) [![George](https://www.benefitsguide.com/hs-fs/hubfs/Happy%20George.png?width=400&height=220&name=Happy%20George.png) Insurance Agency Management ### Using AI to Better Manage Your Agency Operations ![](https://app.hubspot.com/settings/avatar/a79234000afc195a04143dff30b7249a) **Jason Silverman** Oct 3, 2019 Read Article ](https://www.benefitsguide.com/blog/using-ai-to-better-manage-your-agency) [![data_integration](https://www.benefitsguide.com/hs-fs/hubfs/data_integration.jpg?width=400&height=220&name=data_integration.jpg) Salesforce.com ### Zywave Broker Briefcase and BenefitsGuide are Integrated ![](https://app.hubspot.com/settings/avatar/a79234000afc195a04143dff30b7249a) **Jason Silverman** Sep 20, 2019 Read Article ](https://www.benefitsguide.com/blog/zywave-broker-briefcase-and-benefitsguide-are-integrated) [![easybutton-1](https://www.benefitsguide.com/hs-fs/hubfs/easybutton-1.jpg?width=400&height=220&name=easybutton-1.jpg) Insurance Agency Management ### Creating Employee Benefit Booklets Quick and Easy ![](https://app.hubspot.com/settings/avatar/a79234000afc195a04143dff30b7249a) **Jason Silverman** Aug 6, 2019 Read Article ](https://www.benefitsguide.com/blog/creating-employee-benefit-booklets-quick-and-easy) [![magic-happens-here.jpg.jpg](https://www.benefitsguide.com/hs-fs/hub/167518/file-21585082.jpg?width=400&height=220&name=file-21585082.jpg) ### Still Using GBS? Then It's Time To Explore Your Options ![](https://app.hubspot.com/settings/avatar/a79234000afc195a04143dff30b7249a) **Jason Silverman** Feb 2, 2018 Read Article ](https://www.benefitsguide.com/blog/still-using-gbs-then-its-time-to-explore-your-options) [![Customer Support: You Can't Manage What You Can't Measure](https://www.benefitsguide.com/hs-fs/hubfs/measure_customer_support.jpg?width=400&height=220&name=measure_customer_support.jpg) Insurance Agency Management ### Customer Support: You Can't Manage What You Can't Measure ![](https://app.hubspot.com/settings/avatar/a79234000afc195a04143dff30b7249a) **Jason Silverman** Aug 17, 2017 Read Article ](https://www.benefitsguide.com/blog/customer-support-you-cant-manage-what-you-cant-measure) [![Seamless Integration: BerniePortal, BenefitsGuide and the end of costly redundant data entry](https://www.benefitsguide.com/hs-fs/hubfs/seamless_integration.jpg?width=400&height=220&name=seamless_integration.jpg) Insurance Agency Management ### Seamless Integration: BerniePortal, BenefitsGuide and the end of costly redundant data entry ![](https://www.benefitsguide.com/hubfs/CraigAllen.jpg) **Craig Allen** Aug 11, 2017 Read Article ](https://www.benefitsguide.com/blog/is-this-the-beginning-of-the-end-of-redundant-data-entry) [![Hack: Use The Data In Your CRM To Create Employee Benefit Portals For All Your Clients](https://www.benefitsguide.com/hs-fs/hubfs/data_funnel.jpg?width=400&height=220&name=data_funnel.jpg) Insurance Agency Management ### Hack: Use The Data In Your CRM To Create Employee Benefit Portals For All Your Clients ![](https://app.hubspot.com/settings/avatar/a79234000afc195a04143dff30b7249a) **Jason Silverman** Dec 20, 2016 Read Article ](https://www.benefitsguide.com/blog/hack-use-the-data-in-your-crm-to-create-employee-benefit-portals-for-all-your-clients) [![5 AMAZING THINGS YOU CAN DO WITH THE DATA IN YOUR BENEFITSGUIDE INSURANCE CRM](https://www.benefitsguide.com/hs-fs/hubfs/data_analytics.jpg?width=400&height=220&name=data_analytics.jpg) Workflow Automation ### 5 AMAZING THINGS YOU CAN DO WITH THE DATA IN YOUR BENEFITSGUIDE INSURANCE CRM ![](https://app.hubspot.com/settings/avatar/a79234000afc195a04143dff30b7249a) **Jason Silverman** Oct 21, 2016 Read Article ](https://www.benefitsguide.com/blog/5-amazing-things-you-can-do-with-the-data-in-your-benefitsguide-insurance-crm) [![process.jpg](https://www.benefitsguide.com/hs-fs/hubfs/process.jpg?width=400&height=220&name=process.jpg) Insurance CRM ### Insurance Consulting Automation and What You've Been Missing ![](https://app.hubspot.com/settings/avatar/a79234000afc195a04143dff30b7249a) **Jason Silverman** Jun 10, 2016 Read Article ](https://www.benefitsguide.com/blog/the-3-insurance-agency-technology-buckets) [![An Excerpt From The Diary of a BenefitsGuide Broker](https://www.benefitsguide.com/hs-fs/hubfs/diary_benefitsguide.jpg?width=400&height=220&name=diary_benefitsguide.jpg) RFP Marketing ### An Excerpt From The Diary of a BenefitsGuide Broker ![](https://www.benefitsguide.com/hubfs/CraigAllen.jpg) **Craig Allen** Apr 20, 2016 Read Article ](https://www.benefitsguide.com/blog/an_excerpt_from_the_diary_of_a_benefitsguide-broker) [← Prev](https://www.benefitsguide.com/blog/page/1) [1](https://www.benefitsguide.com/blog/page/1) 2 [3](https://www.benefitsguide.com/blog/page/3) [Next →](https://www.benefitsguide.com/blog/page/3) What top benefits agencies are doing with AI. 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