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.
Adapt or Be Automated: Why AI Won’t Take Your Job. But Complacency Will.

Adapt or Be Automated: Why AI Won’t Take Your Job. But Complacency Will.
June 9, 2025
2
min read
AI and Automation in Action

AI and Automation in Action
June 5, 2025
2
min read
How Tariffs Could Impact Tech in Independent Insurance Agencies

How Tariffs Could Impact Tech in Independent Insurance Agencies
June 4, 2025
2
min read
The New Catalyit Agency Tech Assessment Is Here—And It’s Smarter Than Ever

The New Catalyit Agency Tech Assessment Is Here—And It’s Smarter Than Ever
June 2, 2025
1
min read
Accountability and Making SOPs Stick

Accountability and Making SOPs Stick
May 14, 2025
1
min read
How to Actually Build SOPs

How to Actually Build SOPs
May 6, 2025
2
min read
The Power of a Playbook – Why SOPs Are Worth the Time

The Power of a Playbook – Why SOPs Are Worth the Time
April 24, 2025
1
min read
You Can’t Scale Chaos – Why Agencies Need Written SOPs

You Can’t Scale Chaos – Why Agencies Need Written SOPs
April 22, 2025
2
min read
Automating the Mundane: 3 Tasks You Shouldn't Be Doing Manually

Automating the Mundane: 3 Tasks You Shouldn't Be Doing Manually
March 3, 2025
2
min read
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