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
Salesforce.com
Insurance CRM
Insurance Agency Management Systems
Workflow Automation
Insurance Agency Management
Commissions
Employee Benefits
Salesforce
Data
Return on Investment (ROI)
integrations
Employee Benefits Communication
RFP Workflow
AI
RFP
RFP Marketing
Business Intelligence
Customer Support
Compliance
Employee Navigator
Employer Benefit Portal
Form 5500
Marketing RFP
Project Management
RFP Tool
benefit booklets
quoting
Enrollment Technology
Insurance Leads
Lightning
RFP Manager
Retirement Planning Leads
Self-funded Plans
7 Costly Commission Tracking Mistakes That You Are Making (And What Smart Agencies Do Instead)
Jason Silverman
·
February 16, 2026
7 Mistakes Benefits Broker Make That Ruin Their 4th Quarter
Jason Silverman
The Key to More Time and Profit: The Power of Workflow Automation
Jason Silverman
Stop Using Old Tools: Why Your AMS Needs an Upgrade Now
Jason Silverman
How to Create Employee Benefit Booklets in Seconds with BenefitsGuide
Jason Silverman
The Right Time to Switch Your AMS: Here’s What You Need to Know.
Jason Silverman
From Manual to Automated: How ThinkTank Streamlined Operations
Jason Silverman
From Manual to Automated: How Group Health Solutions Grew Their Brokerage
Jason Silverman
How CorpStrat Saved 10 Hours Per Employee Each Week with Automation
Jason Silverman
The Power of Automation: How to Save Time and Grow Your Brokerage
Jason Silverman
Top 25 Questions To Ask Before Purchasing a New CRM - Mad Libs Style
Jason Silverman
Creating Employee Benefit Booklets Quick and Easy
Jason Silverman
Seamless Integration: BerniePortal, BenefitsGuide and the end of costly redundant data entry
Craig Allen
5 AMAZING THINGS YOU CAN DO WITH THE DATA IN YOUR BENEFITSGUIDE INSURANCE CRM
Jason Silverman
An Excerpt From The Diary of a BenefitsGuide Broker
Craig Allen
Workflow Automation for the Large Group Insurance Broker
Jason Silverman
RFP Workflow Manager, a Game Changer
Jason Silverman
What is Workflow Automation? And How It Will Save You Time and Money!
Jason Silverman
Workflow Automation For Better Employee Benefits Communication
Jason Silverman
Insurance Agency Workflow Automation, So You Spend More Time Selling
Jason Silverman