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
Benefits of Using a CRM in Your Agency

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
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.
Fix Your Quote Process

Fix Your Quote Process
March 12, 2026
Stand Out or Fall Behind: The New Standard for Modern Agencies
.png)
Stand Out or Fall Behind: The New Standard for Modern Agencies
March 11, 2026
The Great Retirement Wave — Adapting Agency Operations When You Can't Replace Experience
.png)
The Great Retirement Wave — Adapting Agency Operations When You Can't Replace Experience
February 26, 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.
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
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