Casey Nelson

Posts by Casey Nelson
Reimagining the Tech Journey: The New Catalyit Agency Tech Assessment
AMS

Reimagining the Tech Journey: The New Catalyit Agency Tech Assessment

December 1, 2025 2 min read
How Outsourcing Evolved: From Virtual Assistants to AI Power Partners
AI

How Outsourcing Evolved: From Virtual Assistants to AI Power Partners

October 1, 2025 2 min read
The Future of RPA in Insurance: Trends to Watch

The Future of RPA in Insurance: Trends to Watch

October 1, 2025 2 min read
How to Get Started with RPA in Your Agency Today

How to Get Started with RPA in Your Agency Today

October 1, 2025 2 min read
Key Processes in Insurance That Can Be Automated with RPA

Key Processes in Insurance That Can Be Automated with RPA

October 1, 2025 2 min read
Preparing Your Team for RPA-Driven Workflows: A Learning Journey

Preparing Your Team for RPA-Driven Workflows: A Learning Journey

October 1, 2025 2 min read
AI Won’t Replace Your Team, But Virtual Employees Will Transform It
AI

AI Won’t Replace Your Team, But Virtual Employees Will Transform It

September 28, 2025 2 min read
Build the Foundation First: Why Strong Processes Must Come Before AI

Build the Foundation First: Why Strong Processes Must Come Before AI

September 28, 2025 2 min read
How One Insurance Leader Uses Technology to Amplify Humanity

How One Insurance Leader Uses Technology to Amplify Humanity

September 23, 2025 2 min read
A New Kind of Conversation at InsurTech NY

A New Kind of Conversation at InsurTech NY

September 9, 2025 1 min read
Execution Is Everything: Implementation Tips for Insurance Agencies

Execution Is Everything: Implementation Tips for Insurance Agencies

September 8, 2025 1 min read
Tech Strategy for Insurance Agencies: Start With the Problem, Not the Trend

Tech Strategy for Insurance Agencies: Start With the Problem, Not the Trend

September 3, 2025 1 min read

Latest in the Vault

Watch recordings of our live sessions, featuring the Catalyit Team and other industry experts discussing today's hot topics, latest tech trends, and product demos. 

Ennabl Demo
ennabl

Ennabl Demo

December 16, 2025
RiskAdvisor Demo

RiskAdvisor Demo

December 11, 2025
Get the Most From AI in Insurance
AI

Get the Most From AI in Insurance

December 9, 2025

Operationally Speaking with Casey Nelson

Operationally Speaking is where Casey breaks down the latest insurance tech trends and tools with a dash of humor and real-world insights—because running an agency shouldn’t feel like explaining memes to your parents.

How Outsourcing Evolved: From Virtual Assistants to AI Power Partners

How Outsourcing Evolved: From Virtual Assistants to AI Power Partners

October 1, 2025
The Future of RPA in Insurance: Trends to Watch

The Future of RPA in Insurance: Trends to Watch

October 1, 2025
How to Get Started with RPA in Your Agency Today

How to Get Started with RPA in Your Agency Today

October 1, 2025

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