Casey Nelson

Posts by Casey Nelson
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
Mindset and Culture - What Really Separates Agencies That Win With Tech

Mindset and Culture - What Really Separates Agencies That Win With Tech

August 25, 2025 2 min read
Can Your Agency SOPs Pass the 7-Eleven Test?

Can Your Agency SOPs Pass the 7-Eleven Test?

July 29, 2025 3 min read
Disruption by Design: What IB FutureFest Got Exactly Right

Disruption by Design: What IB FutureFest Got Exactly Right

July 23, 2025 2 min read
Reimagining the Tech Journey: The New Catalyit Agency Tech Assessment
AMS

Reimagining the Tech Journey: The New Catalyit Agency Tech Assessment

July 21, 2025 1 min read
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
AMS

Insurance Agency Tech: Making Integrations Work for You

July 6, 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. 

Cyber Month: Culture's Impact on Cyber Risk

Cyber Month: Culture's Impact on Cyber Risk

October 9, 2025
Centinel Demo

Centinel Demo

October 7, 2025
Cyber Month: IT vs Cybersecurity - Do you have gaps?

Cyber Month: IT vs Cybersecurity - Do you have gaps?

October 2, 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.

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
How One Insurance Leader Uses Technology to Amplify Humanity

How One Insurance Leader Uses Technology to Amplify Humanity

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

A New Kind of Conversation at InsurTech NY

September 9, 2025

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