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.
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