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 Most Powerful Automation in Your Agency Is Already in Your Inbox

The Most Powerful Automation in Your Agency Is Already in Your Inbox

July 6, 2025 2 min read
Insurance Agency Tech: Making Integrations Work for You

Insurance Agency Tech: Making Integrations Work for You

July 6, 2025 1 min read
Don’t Just Send a Holiday Email. Send One Worth Opening.

Don’t Just Send a Holiday Email. Send One Worth Opening.

July 1, 2025 1 min read
Automation That Works: Real-World Wins for Insurance Agencies

Automation That Works: Real-World Wins for Insurance Agencies

June 30, 2025 3 min read
A Culture Worth Copying: How One Insurance Agency Invests in People and Progress

A Culture Worth Copying: How One Insurance Agency Invests in People and Progress

June 23, 2025 4 min read
AI Isn’t the Future—It’s Your Next Move

AI Isn’t the Future—It’s Your Next Move

June 23, 2025 2 min read
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

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