Patra

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

2025 Tornado Season: Are Retail Insurance Agencies Prepared?

March 20, 2025 4 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. 

Agency Compensation 360: Q2 Insights
Agency Compensation

Agency Compensation 360: Q2 Insights

May 19, 2026
Big I Arkansas Launches Catalyit Member Benefit
Catalyit

Big I Arkansas Launches Catalyit Member Benefit

May 13, 2026
ePayPolicy Live Demo
ePayPolicy logo
Digital Payments

ePayPolicy Live Demo

May 12, 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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