Business
Casey Nelson, founder and Ceo of Stakwise, is the Insurance tech stack guru and someone to count on to question the status quo and make you change the way you think about the technology in your agency. He is a former agency principal and has spent his entire career developing processes and procedures to increase efficiencies. Early in his career he saw technology as the answer to so much of the efficiency that he was seeking. and enhanced the processes he was implementing....
Meet Casey and hear:
- How he began his career in the Insurance industry.
- How to use the tech you have right now in your agency to improve efficiency.
- What he calls the "trinity of your technology" Stack
- What he thinks is crucial to your client's Experience at your agency.
- How to get staff buy in and early adoption of new technology.
- Casey define the difference in a CRM and AMS
More Episodes
Are you using tech that works for your agency? Episode 438
2025-10-19
183
2025-10-19
183
Improve your claims process today. Ep 437
2025-10-12
142
2025-10-12
142
What is your data really doing? Episode 436
2025-10-06
146
2025-10-06
146
The agent for the future is now. Episode 435
2025-10-06
141
2025-10-06
141
The golden rule for agency growth Episode 434
2025-09-22
194
2025-09-22
194
Is your communication strategy costing you? Episode 433
2025-09-14
129
2025-09-14
129
What's the secret sauce of Sagitta? Episode 432
2025-09-07
137
2025-09-07
137
Turning tech confusion into agency growth. Episode 431
2025-09-02
132
2025-09-02
132
Are you set up to win this renewal season? Episode430
2025-08-24
151
2025-08-24
151
What happens when data drives strategy? - Episode 429
2025-08-17
143
2025-08-17
143
Efficiency starts with better Navigation. Episode 422
2025-06-27
122
2025-06-27
122
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