48. Automating, Innovating, and Delegating

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Texan by choice, teacher/coach, and automation expert Casey Nelson is here for what host Jim Schubert describes as “becoming very quickly one of the most valuable podcasts I’ve ever recorded.” Besides being a darn good guy to know, Casey shares value with listeners on the limitless work-arounds available to agents, the biggest ROI action item to implement, and why you should always do more than you have to on this episode of Agents Growth Academy.

3 Key Takeaways

• Understand that there will be hairs when you employ automation, but don’t be afraid to make a laugh out of it, especially to clients. 
• You absolutely need to have a written process for EVERYTHING in your agency. 
• Show up, be the person others can rely on, and give more credit to your gut instinct.

Resources

Tango, screen recording platform 

Jurassic Park by Michael Crichton

Website: stakwise.com

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YouTube

Reach out to Casey any time at [email protected]

About Casey Nelson

Was Michigan born & raised, graduating a Western Michigan University Alumni, but today, he is a Texan by choice. Casey served as a teacher and coach for eight years and as an insurance agency COO for seven years. He became IIAT ELI Texas Chair and was on the IIAT Board of Directors for two years, after which he started StakWise in August 2021 to help agents/agencies install, build, and manage their technology and automation.

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The simplest solution for insurance agents to collect credit card and ACH payments