George Robertson

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

5 Things You Should Implement with Your Agency CRM

May 3, 2024 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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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. 

Separate Process from Service Before You Can't

Separate Process from Service Before You Can't

June 23, 2026
Before You Buy AI: What Every Agency Must Do First

Before You Buy AI: What Every Agency Must Do First

June 18, 2026
2026 State of Tech Report Insights

2026 State of Tech Report Insights

June 10, 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.

The Biggest Finding in Catalyit’s 2026 State of Tech Report

The Biggest Finding in Catalyit’s 2026 State of Tech Report

June 10, 2026
Navigating the Sales Maze: Why Your Insurance Agency Needs a Sales Pipeline

Navigating the Sales Maze: Why Your Insurance Agency Needs a Sales Pipeline

April 28, 2026
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

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