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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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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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When is the right time to change your AMS? It depends...
Insurance Agency Management Systems

When is the right time to change your AMS? It depends...

Jason Silverman
Nov 1, 2022
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Ease BenefitsGuide Salesforce AppExchange Integration
Salesforce.com

Reduce the Time Required to Create a Group in Ease by 90%

Jason Silverman
Aug 24, 2021
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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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TechCanary Was Acquired by Applied Systems, Now is the Time to Explore Your Options
Salesforce.com

TechCanary Was Acquired by Applied Systems, Now is the Time to Explore Your Options

Jason Silverman
May 21, 2020
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Salesforce Lightning
Salesforce.com

BenefitsGuide: Lightning Experience, the next generation of insurance agency management has arrived

Jason Silverman
Dec 18, 2019
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data_integration
Salesforce.com

Zywave Broker Briefcase and BenefitsGuide are Integrated

Jason Silverman
Sep 20, 2019
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What is Workflow Automation? And How It Will Save You Time and Money!
Insurance Agency Management

What is Workflow Automation? And How It Will Save You Time and Money!

Jason Silverman
Feb 7, 2013
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