George Robertson

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

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
Cybersecurity

5 Ways to Help Protect Your Client Data

February 10, 2023 1 min read

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Neural Earth Demo
Data Analytics

Neural Earth Demo

July 29, 2025
Catalyit Coffee Chat with PayMyPremiums
PayMyPremiums

Catalyit Coffee Chat with PayMyPremiums

July 28, 2025
Catalyit Coffee Chat with 1Fort
1Fort

Catalyit Coffee Chat with 1Fort

July 23, 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.

Can Your Agency SOPs Pass the 7-Eleven Test?

Can Your Agency SOPs Pass the 7-Eleven Test?

July 29, 2025
Disruption by Design: What IB FutureFest Got Exactly Right

Disruption by Design: What IB FutureFest Got Exactly Right

July 23, 2025
Reimagining the Tech Journey: The New Catalyit Agency Tech Assessment

Reimagining the Tech Journey: The New Catalyit Agency Tech Assessment

July 21, 2025

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