Casey Nelson

Posts by Casey Nelson
The Biggest Finding in Catalyit’s 2026 State of Tech Report
AI

The Biggest Finding in Catalyit’s 2026 State of Tech Report

June 10, 2026 1 min read
Navigating the Sales Maze: Why Your Insurance Agency Needs a Sales Pipeline

Navigating the Sales Maze: Why Your Insurance Agency Needs a Sales Pipeline

April 28, 2026 2 min read
Your Agency Tech Assessment Is Done. Here’s What the Analytics Reveal.
AMS

Your Agency Tech Assessment Is Done. Here’s What the Analytics Reveal.

March 10, 2026 1 min read
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

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. 

From Surviving to Thriving: How Real Agencies Are Making AI Work Across Their Business
AI

From Surviving to Thriving: How Real Agencies Are Making AI Work Across Their Business

July 28, 2026
Catalyit Coffee Chat with PathwayPort
Catalyit Coffee Chat with PathwayPort

Catalyit Coffee Chat with PathwayPort

July 24, 2026
Big I Iowa Launches Catalyit Member Benefit

Big I Iowa Launches Catalyit Member Benefit

July 22, 2026

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.

The Biggest Finding in Catalyit’s 2026 State of Tech Report

The Biggest Finding in Catalyit’s 2026 State of Tech Report

June 10, 2026
Navigating the Sales Maze: Why Your Insurance Agency Needs a Sales Pipeline

Navigating the Sales Maze: Why Your Insurance Agency Needs a Sales Pipeline

April 28, 2026
Your Agency Tech Assessment Is Done. Here’s What the Analytics Reveal.

Your Agency Tech Assessment Is Done. Here’s What the Analytics Reveal.

March 10, 2026

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