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

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Don’t Be Like the Yankees: Outdated Policies Will Make You Look Foolish

Don’t Be Like the Yankees: Outdated Policies Will Make You Look Foolish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

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

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

Office Space Day: Celebrating 26 Years of Workplace Evolution

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

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

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

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

Moneyball for Insurance: Using Data to Drive Smarter Agency Decisions

February 12, 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. 

Cara Demo
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Cara Demo

August 5, 2025
Certificate Hero Demo

Certificate Hero Demo

July 31, 2025
Neural Earth Demo

Neural Earth Demo

July 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.

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
Can Your Agency SOPs Pass the 7-Eleven Test?

Can Your Agency SOPs Pass the 7-Eleven Test?

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

Disruption by Design: What IB FutureFest Got Exactly Right

July 23, 2025

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