Agents on the Move

If you are looking to scale your business and learn from the best insurance producers in the industry then your in the right place. We profile producers and Experts that are changing the insurance industry.

Last refreshed: July 9th, 2025 at 6:27 PM ⓘ

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Episodes

Tabor Ai. Copilot for Medicare Agents-Scott Reid and Keith Gleason

On this episode we are Joined by Scott Reid and Keith Gleason, Scott is the Founder of Tabor Ai, which is an Ai Copilot for Medicare Agents. We're diving into the future of insurance with a focus on a groundbreaking technology that's set to revolutionize the way agents work. Scott and Keith will touch on what it is, how it works, and the profound impact it could have on the industry.

Mar 22, 2024•37 min•Season 1Ep. 11

Captive Agent to Agency Owner w/ Patrick Althof

Patrick Althof joins us on Episode 10 to discuss his transition from being a Captive Agent to being an Owner of his own insurance Agency. Patrick is the co-founder of David Berkeley Insurance Group and shares what he has learned after a decade in the insurance business. We discuss the differences between being a line of authority (captive) under a general agency and owning your own book of business as an independent broker.

May 09, 2022•28 min•Season 1Ep. 10

Using Life Insurance for Business Owners Dan Crowley

Dan Crowley joins us on the episode to talk about risk management and transition planning for Business owners. An industry veteran, Dan has over 20 years of experience working with family businesses as both an insurance advisor and as a facilitator for peer executive groups. Dan has put together some unique business secession and deferred compensation plans for his clients. You will want to hear how he helps his business owner clients put these plans in place.

Mar 22, 2022•29 min•Season 1Ep. 9

You Get What You Expect with Brian "Weems" Williams

Brian Williams has been in the insurance business for over 12 years. After prior careers as a mortgage broker and Radio DJ, he has found his calling as an independent insurance broker focused solely on medicare. Brian joins us to share the system and mindset that has enabled him to grow a medicare book of business to over 2700 clients

Mar 08, 2022•25 min•Season 1Ep. 8

Consistent Growth with Adam Richter

Adam Richter based out of Baltimore, Maryland, has been an insurance producer and a team leader for 12 years. In this episode Adam shares his views on what leads to a career of consistent growth in year over year production.

Mar 24, 2021•31 min•Season 1Ep. 7

Climbing the Ladder with Andy Choi

Andrew Choi, based out of Des Plaines, Illinois, has been in the insurance business going on two decades as both a producer and a manager . In this episode Andy shares how he persevered in the early days of his business, what a career in the insurance industry has done for his family, and the ways he continues to grow as he looks towards the future..

Mar 08, 2021•22 min•Season 1Ep. 6

Virtual Selling with Keith Gleason

Keith Gleason joins us from Raleigh, NC. Keith has been in the insurance business for 15 years. He has broken sales records as a producer and has grown a large successful agency. On this episode Keith gives us his keys to success for maintaining a long successful career in the insurance business.

Mar 01, 2021•38 min•Season 1Ep. 5

Keys to Success with Doug Carlson

Doug Carlson joins us from Salem, NH. Doug has spent the last 20 years personally producing as well as growing a team of very successful insurance agents. On this episode, Doug shares his keys to success and what has made him an effective leader.

Feb 10, 2021•23 min•Season 1Ep. 4

Scaling Your Insurance Business with Silas Jessup

Silas Jessup has been in the insurance industry for over 15 years, starting out as an agent and working his way up to agency owner. He shares his advice on he scaled his insurance business and offers actionable steps that can be put into practice right away if you are looking to do the same

Sep 08, 2020•36 min•Season 1Ep. 3

The Art of the Sale with Chris Smith

Chris Smith has been one of the top life insurance agents for HealthMarkets Insurance agency year in and Year out. Life Insurance has made Chris one of the highest earners in the history of the Company. On this episode he shares his techniques for incorporating life sales into his practice.

Aug 14, 2020•19 min•Season 1Ep. 2

Perseverance with Brett Casey

Why do some of us endure while others give up? Some say persistence is a personality trait, others say grit is environmentally determined. Brett Casey joins us to share his story of perseverance and persistence.

Aug 14, 2020•24 min•Season 1Ep. 1

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