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.

Automating, Innovating, and Delegating 

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.
Most agencies don't know what happens when someone submits a quote request on their website.

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.

Listen To The Full Episode Below

CUSTOM JAVASCRIPT / HTML

Episode Show Notes

[2:25] Guest Casey Nelson explains his background in teaching

[4:50] Casey breaks down the moments where he decided that “automate, innovate, and delegate” would be his mantra

[6:15] With the technology we have today, there’s no limit to finding work-arounds if you’re willing to do the work

[7:30] For those that don’t know what StakWise is, Casey explains what their automation solutions have to offer

[11:00] Casey provides an example of an automation that they’ve helped successful agents build

[13:30] The biggest ROI action item that agents should implement: you need to have written processes for EVERYTHING

How can agents maximize their CRMs?

[19:15] What is automated ringless voicemail?

[23:25] Casey shares a case study

[26:00] He answers the questions to AGA’s rapid fire round

[31:36] A piece of advice Casey would give to his younger self: trust your gut!

[34:40] His last advice to the audience: 1) Decisions are made by those who show up, and 2) Always do more than you have to do

Resources

Agents Growth Academy Partners

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