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.

Connect with Casey

Can Your Agency SOPs Pass the 7-Eleven Test?

Can Your Agency SOPs Pass the 7-Eleven Test?

July 29, 2025 3 min read
Disruption by Design: What IB FutureFest Got Exactly Right

Disruption by Design: What IB FutureFest Got Exactly Right

July 23, 2025 2 min read
Reimagining the Tech Journey: The New Catalyit Agency Tech Assessment

Reimagining the Tech Journey: The New Catalyit Agency Tech Assessment

July 21, 2025 1 min read
The Most Powerful Automation in Your Agency Is Already in Your Inbox

The Most Powerful Automation in Your Agency Is Already in Your Inbox

July 6, 2025 2 min read
Insurance Agency Tech: Making Integrations Work for You

Insurance Agency Tech: Making Integrations Work for You

July 6, 2025 1 min read
Don’t Just Send a Holiday Email. Send One Worth Opening.

Don’t Just Send a Holiday Email. Send One Worth Opening.

July 1, 2025 1 min read
Automation That Works: Real-World Wins for Insurance Agencies

Automation That Works: Real-World Wins for Insurance Agencies

June 30, 2025 3 min read
A Culture Worth Copying: How One Insurance Agency Invests in People and Progress

A Culture Worth Copying: How One Insurance Agency Invests in People and Progress

June 23, 2025 4 min read
AI Isn’t the Future—It’s Your Next Move

AI Isn’t the Future—It’s Your Next Move

June 23, 2025 2 min read
Adapt or Be Automated: Why AI Won’t Take Your Job. But Complacency Will.

Adapt or Be Automated: Why AI Won’t Take Your Job. But Complacency Will.

June 9, 2025 2 min read
AI and Automation in Action

AI and Automation in Action

June 5, 2025 2 min read
How Tariffs Could Impact Tech in Independent Insurance Agencies

How Tariffs Could Impact Tech in Independent Insurance Agencies

June 4, 2025 2 min read
The New Catalyit Agency Tech Assessment Is Here—And It’s Smarter Than Ever
cityscape with analytics overlay

The New Catalyit Agency Tech Assessment Is Here—And It’s Smarter Than Ever

June 2, 2025 1 min read
Accountability and Making SOPs Stick

Accountability and Making SOPs Stick

May 14, 2025 1 min read
How to Actually Build SOPs

How to Actually Build SOPs

May 6, 2025 2 min read
The Power of a Playbook – Why SOPs Are Worth the Time

The Power of a Playbook – Why SOPs Are Worth the Time

April 24, 2025 1 min read
You Can’t Scale Chaos – Why Agencies Need Written SOPs

You Can’t Scale Chaos – Why Agencies Need Written SOPs

April 22, 2025 2 min read
Automating the Mundane: 3 Tasks You Shouldn't Be Doing Manually

Automating the Mundane: 3 Tasks You Shouldn't Be Doing Manually

March 3, 2025 2 min read
Don’t Be Like the Yankees: Outdated Policies Will Make You Look Foolish

Don’t Be Like the Yankees: Outdated Policies Will Make You Look Foolish

February 26, 2025 3 min read
Office Space Day: Peter Gibbons’ Journey to 2025
damaged vintage electronics

Office Space Day: Peter Gibbons’ Journey to 2025

February 19, 2025 2 min read
Office Space Day: Bill Lumbergh’s Journey to 2025
damaged vintage electronics

Office Space Day: Bill Lumbergh’s Journey to 2025

February 19, 2025 3 min read
Office Space Day: Celebrating 26 Years of Workplace Evolution
damaged vintage electronics

Office Space Day: Celebrating 26 Years of Workplace Evolution

February 19, 2025 2 min read
Unlocking Efficiency: How Commission Reconciliation AI Tools Are Changing the Game for Insurance Agents

Unlocking Efficiency: How Commission Reconciliation AI Tools Are Changing the Game for Insurance Agents

February 12, 2025 3 min read
Navigating the Sales Maze: Why Your Insurance Agency Needs a Sales Pipeline

Navigating the Sales Maze: Why Your Insurance Agency Needs a Sales Pipeline

February 12, 2025 2 min read
Moneyball for Insurance: Using Data to Drive Smarter Agency Decisions

Moneyball for Insurance: Using Data to Drive Smarter Agency Decisions

February 12, 2025 2 min read
The Evolution of Outsourcing in Insurance Agencies: From Virtual Assistants to AI-Powered Partners

The Evolution of Outsourcing in Insurance Agencies: From Virtual Assistants to AI-Powered Partners

November 25, 2024 3 min read
Preparing Your Team for RPA-Driven Workflows: A Learning Journey

Preparing Your Team for RPA-Driven Workflows: A Learning Journey

September 24, 2024 3 min read
The Future of RPA in Insurance: Trends to Watch

The Future of RPA in Insurance: Trends to Watch

September 23, 2024 3 min read
How to Get Started with RPA in Your Agency Today

How to Get Started with RPA in Your Agency Today

September 4, 2024 4 min read
Key Processes in Insurance That Can Be Automated with RPA

Key Processes in Insurance That Can Be Automated with RPA

September 3, 2024 2 min read

Connect with Casey on LinkedIn