Contributors

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Co-host

Casey Nelson

Casey is a public speaker, coach, entrepreneur, conference junkie, and data automation management pioneer passionate about helping businesses use technology more effectively.

He started this work inside insurance agencies, building pipelines, training teams on AgencyZoom, and untangling automations that had grown faster than anyone could manage. That experience shaped his approach: most businesses don’t need more software... They need better processes, clearer ownership, stronger follow-through, and technology that actually works.

As a leader, innovator, and marketer, Casey is passionate about creative solutions at the intersection of people, process, data, and technology. Through 309 Partners and Agency X, he brings a practical perspective to automation, operations, leadership, and business growth.

Outside of work, Casey is a proud girl dad and conference junkie who loves learning, meeting people, and bringing new ideas back to the business.

http://www.309partners.com
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Co-host

Jessica Holder

Jessica Holder is an entrepreneur, speaker, consultant, and agency owner obsessed with building businesses that run better, scale smarter, and rely less on the owner doing everything.

As owner and CEO of Eclipse Insurance Agency, she has firsthand experience growing, restructuring, and modernizing an independent agency while navigating leadership, staffing, sales, technology, profitability, and client experience.

Jessica approaches media from an infotainment perspective. She believes people retain more when they’re entertained and engaged. Agency X is designed to educate without feeling like a lecture.

Through Agency X, Jessica brings real conversations out from behind closed doors, sharing what works, what breaks, what needs to change, and what it takes to build a stronger, more scalable business.

Outside of work, Jessica is passionate about her local Chamber of Commerce, journalism, and her three children.

http://www.309partners.com

Guests

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Guest

Jay Greene

Jay Greene is an insurance professional, AI educator, and founder of the Certified AI Insurance Credential (CAIC), a program designed to help insurance professionals understand and responsibly use artificial intelligence.

https://getcaic.org/

With more than 15 years of insurance experience, Jay brings an insurance-first perspective to AI education. He created CAIC to cut through the hype and give agents, brokers, and other insurance professionals practical education around AI, including workflows, implementation, governance, security, and E&O considerations.

Jay’s focus is simple: AI should enhance the judgment and expertise of insurance professionals, not replace it.

https://www.linkedin.com/in/jay-greene-clcs-caic-25389960/

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