Casey Nelson

Posts by Casey Nelson
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
Can Your Agency SOPs Pass the 7-Eleven Test?

Can Your Agency SOPs Pass the 7-Eleven Test?

July 29, 2025 3 min read
Disruption by Design: What IB FutureFest Got Exactly Right

Disruption by Design: What IB FutureFest Got Exactly Right

July 23, 2025 2 min read
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 6, 2025 2 min read
Insurance Agency Tech: Making Integrations Work for You
AMS

Insurance Agency Tech: Making Integrations Work for You

July 6, 2025 1 min read
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 1 min read
Automation That Works: Real-World Wins for Insurance Agencies
AI

Automation That Works: Real-World Wins for Insurance Agencies

June 30, 2025 3 min read
A Culture Worth Copying: How One Insurance Agency Invests in People and Progress
AI

A Culture Worth Copying: How One Insurance Agency Invests in People and Progress

June 23, 2025 4 min read
AI Isn’t the Future—It’s Your Next Move
AI

AI Isn’t the Future—It’s Your Next Move

June 23, 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. 

2026 State of Tech Report Insights

2026 State of Tech Report Insights

June 10, 2026
Qumis Live Demo
AI

Qumis Live Demo

June 9, 2026
UKON Live Demo

UKON Live Demo

June 2, 2026

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.

The Biggest Finding in Catalyit’s 2026 State of Tech Report

The Biggest Finding in Catalyit’s 2026 State of Tech Report

June 10, 2026
Navigating the Sales Maze: Why Your Insurance Agency Needs a Sales Pipeline

Navigating the Sales Maze: Why Your Insurance Agency Needs a Sales Pipeline

April 28, 2026
Your Agency Tech Assessment Is Done. Here’s What the Analytics Reveal.

Your Agency Tech Assessment Is Done. Here’s What the Analytics Reveal.

March 10, 2026

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