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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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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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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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top-25-2
Insurance Agency Management

Top 25 Questions To Ask Before Purchasing a New CRM - Mad Libs Style

Jason Silverman
Nov 8, 2019
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George
Insurance Agency Management

Using AI to Better Manage Your Agency Operations

Jason Silverman
Oct 3, 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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easybutton-1
Insurance Agency Management

Creating Employee Benefit Booklets Quick and Easy

Jason Silverman
Aug 6, 2019
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Customer Support: You Can't Manage What You Can't Measure
Insurance Agency Management

Customer Support: You Can't Manage What You Can't Measure

Jason Silverman
Aug 17, 2017
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Hack: Use The Data In Your CRM To Create Employee Benefit Portals For All Your Clients
Insurance Agency Management

Hack: Use The Data In Your CRM To Create Employee Benefit Portals For All Your Clients

Jason Silverman
Dec 20, 2016
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