Revenue Reporting Made Easy: How Automation Transforms Commission Accounting & Reporting
By Jason Silverman | Mon, Apr 28, 2025 @ 01:43 PM | Insurance Agency Management Systems, Commissions, Insurance CRM, Employee Benefits, Salesforce
About The Author
With over 20 years of experience in the world of employee benefits and insurance technology, Jason is the founder and chief evangelist of BenefitsGuide, an insurance agency management system and CRM built entirely on the Salesforce Platform that streamlines the process of selling and servicing group insurance and employee benefits from the perspective of an insurance broker, general agent, PEO, and insurance carrier. Jason also owns and oversees the group insurance brokerage based in New York that he founded in 1996.
COMMENTS
SUBSCRIBE VIA EMAIL
POSTS BY TOPIC
- Salesforce.com (25)
- Insurance Agency Management (18)
- Insurance Agency Management Systems (18)
- Workflow Automation (18)
- Insurance CRM (17)
- Commissions (6)
- Data (6)
- Employee Benefits (6)
- Return on Investment (ROI) (6)
- Employee Benefits Communication (5)
- RFP Workflow (5)
- integrations (5)
- RFP Marketing (4)
- Business Intelligence (3)
- RFP (3)
- Salesforce (3)
- AI (2)
- Compliance (2)
- Customer Support (2)
- Employer Benefit Portal (2)
- Form 5500 (2)
- Marketing RFP (2)
- RFP Tool (2)
- benefit booklets (2)
- quoting (2)
- Insurance Leads (1)
- Lightning (1)
- RFP Manager (1)
- Retirement Planning Leads (1)
- Self-funded Plans (1)