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.

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
Don’t Be Like the Yankees: Outdated Policies Will Make You Look Foolish

Don’t Be Like the Yankees: Outdated Policies Will Make You Look Foolish

February 26, 2025 3 min read
Office Space Day: Peter Gibbons’ Journey to 2025
damaged vintage electronics

Office Space Day: Peter Gibbons’ Journey to 2025

February 19, 2025 2 min read
Office Space Day: Bill Lumbergh’s Journey to 2025
damaged vintage electronics

Office Space Day: Bill Lumbergh’s Journey to 2025

February 19, 2025 3 min read
Office Space Day: Celebrating 26 Years of Workplace Evolution
damaged vintage electronics

Office Space Day: Celebrating 26 Years of Workplace Evolution

February 19, 2025 2 min read
Unlocking Efficiency: How Commission Reconciliation AI Tools Are Changing the Game for Insurance Agents

Unlocking Efficiency: How Commission Reconciliation AI Tools Are Changing the Game for Insurance Agents

February 12, 2025 3 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

February 12, 2025 2 min read
Moneyball for Insurance: Using Data to Drive Smarter Agency Decisions

Moneyball for Insurance: Using Data to Drive Smarter Agency Decisions

February 12, 2025 2 min read
The Evolution of Outsourcing in Insurance Agencies: From Virtual Assistants to AI-Powered Partners

The Evolution of Outsourcing in Insurance Agencies: From Virtual Assistants to AI-Powered Partners

November 25, 2024 3 min read
Preparing Your Team for RPA-Driven Workflows: A Learning Journey

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

September 24, 2024 3 min read
The Future of RPA in Insurance: Trends to Watch

The Future of RPA in Insurance: Trends to Watch

September 23, 2024 3 min read
How to Get Started with RPA in Your Agency Today

How to Get Started with RPA in Your Agency Today

September 4, 2024 4 min read
Key Processes in Insurance That Can Be Automated with RPA

Key Processes in Insurance That Can Be Automated with RPA

September 3, 2024 2 min read