George Robertson

Posts by George Robertson
5 Things You Should Implement with Your Agency CRM

5 Things You Should Implement with Your Agency CRM

May 3, 2024 2 min read
Getting the Most Out of Your Agency Management System
AMS

Getting the Most Out of Your Agency Management System

August 1, 2023 2 min read
Benefits of Using a CRM in Your Agency
CRM

Benefits of Using a CRM in Your Agency

July 10, 2023 2 min read
5 Ways to Help Protect Your Client Data

5 Ways to Help Protect Your Client Data

February 10, 2023 1 min read

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How to 10x Your Commercial Book with AI
AI

How to 10x Your Commercial Book with AI

September 4, 2025
Kay.ai Demo

Kay.ai Demo

August 29, 2025
Catalyit Coffee Chat with Kay.ai

Catalyit Coffee Chat with Kay.ai

August 27, 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.

Execution Is Everything: Implementation Tips for Insurance Agencies

Execution Is Everything: Implementation Tips for Insurance Agencies

September 8, 2025
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
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

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