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
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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Big I Arkansas Launches Catalyit Member Benefit

Big I Arkansas Launches Catalyit Member Benefit

May 13, 2026
ePayPolicy Live Demo
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ePayPolicy Live Demo

May 12, 2026
PathwayPort Live Demo

PathwayPort Live Demo

May 7, 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.

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
How Outsourcing Evolved: From Virtual Assistants to AI Power Partners

How Outsourcing Evolved: From Virtual Assistants to AI Power Partners

October 1, 2025

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