Casey Nelson

Posts by Casey Nelson
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

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. 

Insurance Data Security Laws

Insurance Data Security Laws

October 23, 2025
EZLynx Virtual Assistant (EVA) Demo

EZLynx Virtual Assistant (EVA) Demo

October 22, 2025
Applied Recon™ Demo

Applied Recon™ Demo

October 22, 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.

Build the Foundation First: Why Strong Processes Must Come Before AI

Build the Foundation First: Why Strong Processes Must Come Before AI

September 28, 2025
How One Insurance Leader Uses Technology to Amplify Humanity

How One Insurance Leader Uses Technology to Amplify Humanity

September 23, 2025
A New Kind of Conversation at InsurTech NY

A New Kind of Conversation at InsurTech NY

September 9, 2025

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