Putting Your Tech Stack to work

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