--- title: Blog | Insurance CRM description: Insurance CRM | 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. --- 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) [![7 Signs Your Shared Inbox Is Slowly Destroying Your Agency](https://www.benefitsguide.com/hubfs/benefitsguide_Tickets_pe.gif) ](https://www.benefitsguide.com/blog/7-signs-your-shared-inbox-is-slowly-destroying-your-agency) Insurance CRM ## [7 Signs Your Shared Inbox Is Slowly Destroying Your Agency](https://www.benefitsguide.com/blog/7-signs-your-shared-inbox-is-slowly-destroying-your-agency) ![Jason Silverman](https://app.hubspot.com/settings/avatar/a79234000afc195a04143dff30b7249a) **Jason Silverman** · March 3, 2026 [Read Article ](https://www.benefitsguide.com/blog/7-signs-your-shared-inbox-is-slowly-destroying-your-agency) [![7 Costly Commission Tracking Mistakes That You Are Making (And What Smart Agencies Do Instead)](https://www.benefitsguide.com/hs-fs/hubfs/BenefitsGuide-Robot-Helping-Support.png?width=400&height=220&name=BenefitsGuide-Robot-Helping-Support.png) Insurance Agency Management Systems ### 7 Costly Commission Tracking Mistakes That You Are Making (And What Smart Agencies Do Instead) ![](https://app.hubspot.com/settings/avatar/a79234000afc195a04143dff30b7249a) **Jason Silverman** Feb 16, 2026 Read Article ](https://www.benefitsguide.com/blog/7-costly-commission-tracking-mistakes-that-you-are-making-and-what-smart-agencies-do-instead) [![AI Agents Are Coming for Your Agency Management System.](https://www.benefitsguide.com/hs-fs/hubfs/BenefitsGuide_AI_Agents_LinkedIn4.png?width=400&height=220&name=BenefitsGuide_AI_Agents_LinkedIn4.png) Insurance Agency Management Systems ### AI Agents Are Coming for Your Agency Management System. ![](https://app.hubspot.com/settings/avatar/a79234000afc195a04143dff30b7249a) **Jason Silverman** Feb 10, 2026 Read Article ](https://www.benefitsguide.com/blog/ai-agents-are-coming-for-your-ams) [![7 Mistakes Benefits Broker Make That Ruin Their 4th Quarter](https://www.benefitsguide.com/hs-fs/hubfs/Chaos-Calm-BenefitsGuide.png?width=400&height=220&name=Chaos-Calm-BenefitsGuide.png) RFP ### 7 Mistakes Benefits Broker Make That Ruin Their 4th Quarter ![](https://app.hubspot.com/settings/avatar/a79234000afc195a04143dff30b7249a) **Jason Silverman** Jan 17, 2026 Read Article ](https://www.benefitsguide.com/blog/7-mistakes-benefits-broker-make-that-ruin-their-4th-quarter) [![Employee Navigator Integration with Salesforce](https://www.benefitsguide.com/hs-fs/hubfs/image-png-3.png?width=400&height=220&name=image-png-3.png) Insurance Agency Management ### Sync Employee Navigator Data with Salesforce — Unlock the Art of the Possible ![](https://app.hubspot.com/settings/avatar/a79234000afc195a04143dff30b7249a) **Jason Silverman** Oct 27, 2025 Read Article ](https://www.benefitsguide.com/blog/sync-employee-navigator-data-with-salesforce-unlock-the-art-of-the-possible) [![FormStack by Intellistack](https://www.benefitsguide.com/hs-fs/hubfs/Formstack_ByIntellistack_Monochrome_Black@2x.png?width=400&height=220&name=Formstack_ByIntellistack_Monochrome_Black@2x.png) Insurance Agency Management Systems ### Document Automation for Insurance Agencies with BenefitsGuide ![](https://app.hubspot.com/settings/avatar/a79234000afc195a04143dff30b7249a) **Jason Silverman** Jul 30, 2025 Read Article ](https://www.benefitsguide.com/blog/document-automation-for-insurance-agencies-with-benefitsguide) [![Revenue Reporting Made Easy: How Automation Transforms Commission Accounting & Reporting](https://www.benefitsguide.com/hs-fs/hubfs/Revenue%20Reporting%20Commission%20Automation%202.png?width=400&height=220&name=Revenue%20Reporting%20Commission%20Automation%202.png) Insurance Agency Management Systems ### Revenue Reporting Made Easy: How Automation Transforms Commission Accounting & Reporting ![](https://app.hubspot.com/settings/avatar/a79234000afc195a04143dff30b7249a) **Jason Silverman** Apr 28, 2025 Read Article ](https://www.benefitsguide.com/blog/revenue-reporting-made-easy-how-automation-transforms-commission-accounting-reporting) [![Commissions BenefitsGuide](https://www.benefitsguide.com/hs-fs/hubfs/Commissions-BenefitsGuide-CarrierConnect.png?width=400&height=220&name=Commissions-BenefitsGuide-CarrierConnect.png) Commissions ### Automated Commission Tracking: Real Impact ![](https://app.hubspot.com/settings/avatar/a79234000afc195a04143dff30b7249a) **Jason Silverman** Mar 11, 2025 Read Article ](https://www.benefitsguide.com/blog/automated-commission-tracking-real-impact) [![Fully Automated Commissions Solution Built into BenefitsGuide](https://www.benefitsguide.com/hs-fs/hubfs/Carrier%20Connect%20logo%202.png?width=400&height=220&name=Carrier%20Connect%20logo%202.png) Insurance Agency Management ### Fully Automated Commissions Solution Built into BenefitsGuide ![](https://app.hubspot.com/settings/avatar/a79234000afc195a04143dff30b7249a) **Jason Silverman** Feb 24, 2025 Read Article ](https://www.benefitsguide.com/blog/fully-automated-commissions-solution-built-into-benefitsguide) [![Is Your Employee Benefits Agency Running Efficiently—or Just Running in Place?](https://www.benefitsguide.com/hs-fs/hubfs/BenefitsGuide%20man%20running%20on%20a%20treadmill.webp?width=400&height=220&name=BenefitsGuide%20man%20running%20on%20a%20treadmill.webp) Insurance Agency Management ### Is Your Employee Benefits Agency Running Efficiently—or Just Running in Place? ![](https://app.hubspot.com/settings/avatar/a79234000afc195a04143dff30b7249a) **Jason Silverman** Feb 19, 2025 Read Article ](https://www.benefitsguide.com/blog/is-your-employee-benefits-agency-running-efficiently-or-just-running-in-place) [![Transforming Client Communications: The Power of Tickets](https://www.benefitsguide.com/hs-fs/hubfs/Tickets%20system%20clean.webp?width=400&height=220&name=Tickets%20system%20clean.webp) Insurance Agency Management ### Transforming Client Communications: The Power of Tickets ![](https://app.hubspot.com/settings/avatar/a79234000afc195a04143dff30b7249a) **Jason Silverman** Dec 2, 2024 Read Article ](https://www.benefitsguide.com/blog/transforming-client-communications-the-power-of-tickets) [![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) [![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) [![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) [![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) 1 [2](https://www.benefitsguide.com/blog/topic/insurance-crm/page/2) [Next →](https://www.benefitsguide.com/blog/topic/insurance-crm/page/2) What top benefits agencies are doing with AI. 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