Casey Nelson

Posts by Casey Nelson
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
The Evolution of Outsourcing in Insurance Agencies: From Virtual Assistants to AI-Powered Partners
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The Evolution of Outsourcing in Insurance Agencies: From Virtual Assistants to AI-Powered Partners

November 25, 2024 3 min read
Preparing Your Team for RPA-Driven Workflows: A Learning Journey

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

September 24, 2024 3 min read
The Future of RPA in Insurance: Trends to Watch

The Future of RPA in Insurance: Trends to Watch

September 23, 2024 3 min read
How to Get Started with RPA in Your Agency Today

How to Get Started with RPA in Your Agency Today

September 4, 2024 4 min read
Key Processes in Insurance That Can Be Automated with RPA

Key Processes in Insurance That Can Be Automated with RPA

September 3, 2024 2 min read

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Loss Run Pro Demo
Loss Run Pro Demo

Loss Run Pro Demo

June 26, 2025
Catalyit Coffee Chat with HawkSoft
Catalyit Coffee Chat with HawkSoft

Catalyit Coffee Chat with HawkSoft

June 26, 2025
Cybersecurity in the Age of AI: Protecting Your Business While You Grow

Cybersecurity in the Age of AI: Protecting Your Business While You Grow

June 19, 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.

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
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 1, 2025
Automation That Works: Real-World Wins for Insurance Agencies

Automation That Works: Real-World Wins for Insurance Agencies

June 30, 2025

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