Casey Nelson

Posts by Casey Nelson
How to Actually Build SOPs
AMS

How to Actually Build SOPs

May 6, 2025 2 min read
The Power of a Playbook – Why SOPs Are Worth the Time
AMS

The Power of a Playbook – Why SOPs Are Worth the Time

April 24, 2025 1 min read
You Can’t Scale Chaos – Why Agencies Need Written SOPs
AMS

You Can’t Scale Chaos – Why Agencies Need Written SOPs

April 22, 2025 2 min read
Automating the Mundane: 3 Tasks You Shouldn't Be Doing Manually
Automation

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Don’t Be Like the Yankees: Outdated Policies Will Make You Look Foolish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

Don’t Be Like the Yankees: Outdated Policies Will Make You Look Foolish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

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
Technology

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
Technology

Office Space Day: Celebrating 26 Years of Workplace Evolution

February 19, 2025 2 min read
Why Exdion Policy Checking is a Game-Changer
Exdion Insurance

Why Exdion Policy Checking is a Game-Changer

February 12, 2025 2 min read
Unlocking Efficiency: How Commission Reconciliation AI Tools Are Changing the Game for Insurance Agents
Commission Management

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
Sales

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
Data Analytics

Moneyball for Insurance: Using Data to Drive Smarter Agency Decisions

February 12, 2025 2 min read
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Centinel Product Spotlight
Centinel Product Spotlight
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Centinel Product Spotlight

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Outsourcing

Adapt Demo

April 22, 2025
Catalyit Coffee Chat with BrightFire
Catalyit Coffee Chat with BrightFire
BrightFire

Catalyit Coffee Chat with BrightFire

April 17, 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 to Actually Build SOPs

How to Actually Build SOPs

May 6, 2025
The Power of a Playbook – Why SOPs Are Worth the Time

The Power of a Playbook – Why SOPs Are Worth the Time

April 24, 2025
You Can’t Scale Chaos – Why Agencies Need Written SOPs

You Can’t Scale Chaos – Why Agencies Need Written SOPs

April 22, 2025

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