Casey Nelson

Posts by Casey Nelson
How Outsourcing Evolved: From Virtual Assistants to AI Power Partners
AI

How Outsourcing Evolved: From Virtual Assistants to AI Power Partners

October 1, 2025 2 min read
The Future of RPA in Insurance: Trends to Watch

The Future of RPA in Insurance: Trends to Watch

October 1, 2025 2 min read
How to Get Started with RPA in Your Agency Today

How to Get Started with RPA in Your Agency Today

October 1, 2025 2 min read
Key Processes in Insurance That Can Be Automated with RPA

Key Processes in Insurance That Can Be Automated with RPA

October 1, 2025 2 min read
Preparing Your Team for RPA-Driven Workflows: A Learning Journey

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

October 1, 2025 2 min read
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

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. 

Cutting the Paperwork: Automated Certificate Issuance

Cutting the Paperwork: Automated Certificate Issuance

November 18, 2025
Agency Compensation 360: Analytics Deep Dive

Agency Compensation 360: Analytics Deep Dive

November 17, 2025
Insurance AI Starter Kit — Low-Cost Wins to Full Integration
AI

Insurance AI Starter Kit — Low-Cost Wins to Full Integration

November 13, 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.

How Outsourcing Evolved: From Virtual Assistants to AI Power Partners

How Outsourcing Evolved: From Virtual Assistants to AI Power Partners

October 1, 2025
The Future of RPA in Insurance: Trends to Watch

The Future of RPA in Insurance: Trends to Watch

October 1, 2025
How to Get Started with RPA in Your Agency Today

How to Get Started with RPA in Your Agency Today

October 1, 2025

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