Casey Nelson

Posts by Casey Nelson
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Don’t Be Like the Yankees: Outdated Policies Will Make You Look Foolish

Don’t Be Like the Yankees: Outdated Policies Will Make You Look Foolish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
The Evolution of Outsourcing in Insurance Agencies: From Virtual Assistants to AI-Powered Partners
AI

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

November 25, 2024 3 min read

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Neural Earth Demo

Neural Earth Demo

July 29, 2025
Catalyit Coffee Chat with PayMyPremiums

Catalyit Coffee Chat with PayMyPremiums

July 28, 2025
Catalyit Coffee Chat with 1Fort

Catalyit Coffee Chat with 1Fort

July 23, 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.

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
Reimagining the Tech Journey: The New Catalyit Agency Tech Assessment

Reimagining the Tech Journey: The New Catalyit Agency Tech Assessment

July 21, 2025

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