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Don’t Be Like the Yankees: Outdated Policies Will Make You Look Foolish

Don’t Be Like the Yankees: Outdated Policies Will Make You Look Foolish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

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Ennabl Demo
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Ennabl Demo

December 16, 2025
RiskAdvisor Demo

RiskAdvisor Demo

December 11, 2025
Get the Most From AI in Insurance
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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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