Casey Nelson

Posts by Casey Nelson
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
Adapt or Be Automated: Why AI Won’t Take Your Job. But Complacency Will.

Adapt or Be Automated: Why AI Won’t Take Your Job. But Complacency Will.

June 9, 2025 2 min read
Accountability and Making SOPs Stick
AMS

Accountability and Making SOPs Stick

May 14, 2025 1 min read
How to Actually Build SOPs
AMS

How to Actually Build SOPs

May 6, 2025 2 min read

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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. 

Ennabl Demo
ennabl

Ennabl Demo

December 16, 2025
RiskAdvisor Demo

RiskAdvisor Demo

December 11, 2025
Get the Most From AI in Insurance
AI

Get the Most From AI in Insurance

December 9, 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 Outsourcing Evolved: From Virtual Assistants to AI Power Partners

How Outsourcing Evolved: From Virtual Assistants to AI Power Partners

October 1, 2025
The Future of RPA in Insurance: Trends to Watch

The Future of RPA in Insurance: Trends to Watch

October 1, 2025
How to Get Started with RPA in Your Agency Today

How to Get Started with RPA in Your Agency Today

October 1, 2025

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