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.
Dyad - Nexsure Demo

Dyad - Nexsure Demo
November 12, 2025
What Happens When AI Becomes Your Smartest Team Member?

What Happens When AI Becomes Your Smartest Team Member?
November 12, 2025
Catalyit Coffee Chat with Core Commissions

Catalyit Coffee Chat with Core Commissions
November 6, 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