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.

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

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