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

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

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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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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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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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Don't Be That Guy With The Square Wheel
Salesforce.com

Don't Be That Guy With The Square Wheel

Jason Silverman
May 13, 2021
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Benefits Compliance on the Salesforce AppExchange (No Redundant Data Entry)
Salesforce.com

Benefits Compliance on the Salesforce AppExchange (No Redundant Data Entry)

Jason Silverman
Apr 21, 2021
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