Patra

Posts by Patra
2025 Tornado Season: Are Retail Insurance Agencies Prepared?

2025 Tornado Season: Are Retail Insurance Agencies Prepared?

March 20, 2025 7 min read
5 AI Opportunities for Retail Insurance Agencies in 2025
AI
AI

5 AI Opportunities for Retail Insurance Agencies in 2025

February 20, 2025 4 min read
How to Succeed with AI
AI

How to Succeed with AI

January 15, 2025 3 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

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