Be Wise With Your Stak with Casey Nelson, Episode #135

In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Casey Nelson, Founder & CEO at StakWise. Casey discusses the significance of data automation and how StakWise can help agencies in leveraging the most out of their tools and platforms.

Episode Highlights:

• Casey shares his background. (3:11)
• What should an agency have ready when calling Casey for assistance in integrating automation? (6:12)
• What was the most valuable thing Casey was able to take from his past experiences into what he’s doing now? (12:15)
• Casey mentions renewals and retention as examples of low-hanging fruit. (14:21)
• Casey explains the importance of utilizing deep links. (15:46)
• Casey explains what deep links are. (16:44)
• Casey talks about URL genius. (19:09)
• Casey explains what a pixel is and why it is important. (20:33)
• Casey mentions that StakWise isn’t limited to insurance. (27:34)
• Casey believes that those who are breaking ground on many platforms and are ready to take risks in order to communicate through different ways are the ones who will win. (38:48)
• Casey discusses how a CRM and other tools decisions are so specific to what an agency does or who an agency is. (46:15)
• Casey mentions that his role is to come into agencies and teach them how to use the resources they have to their full capacity. (48:09)
• Casey mentions that he’s interested in understanding Zoho, so the individuals that use Zoho may soon be a potential client StakWise. (54:15)

Tweetable Quotes:

• “This is like the most exciting thing I’ve ever been a part of, at least to see the changes and be able to provide feedback to some of those vendors.” – Casey Nelson
• “It just amazes me that people will spend the money on leads, but not invest the time to be able to put themselves in a position to win those leads.” – Casey Nelson
• “My goal is really to take stuff off of your plate, so that we can automate everything that can be automated, we can help you with your contact rate. We can even help you know your numbers…These are all things that I did at the last agency I was with. They’re things that I’ve become passionate about, especially the technology and the problem solving.” – Casey Nelson

Resources Mentioned:

• Casey Nelson LinkedIn
• StakWise
• David Carothers
• Kyle Houck
• Florida Risk Partners
• The Extra 2 Minutes