Casey Nelson

Posts by Casey Nelson
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
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
AI

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
AI

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

June 23, 2025 4 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. 

Agency Compensation 360: What Agents Need To Know

Agency Compensation 360: What Agents Need To Know

September 9, 2025
How to 10x Your Commercial Book with AI
AI

How to 10x Your Commercial Book with AI

September 4, 2025
Kay.ai Demo

Kay.ai Demo

August 29, 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.

A New Kind of Conversation at InsurTech NY

A New Kind of Conversation at InsurTech NY

September 9, 2025
Execution Is Everything: Implementation Tips for Insurance Agencies

Execution Is Everything: Implementation Tips for Insurance Agencies

September 8, 2025
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

Unleash Your Agency's Potential

Check out our Platinum & Premium Solution Providers.