Agents on the Move

Jason Hoffmann
  • 5.0 (3)
  • ENTREPRENEURSHIP

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.

Episodes

  1. 03/22/2024

    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.

    37 min

  2. 05/09/2022

    Captive Agent to Agency Owner w/ Patrick Althof | AoTM Podcast Ep. 10

    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.

    28 min

  3. 03/22/2022

    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.

    29 min
  4. You Get What You Expect with Brian "Weems" Williams

    03/08/2022

    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

    25 min
  5. Consistent Growth with Adam Richter

    03/24/2021

    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.

    31 min
  6. Climbing the Ladder with Andy Choi

    03/08/2021

    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..

    22 min
  7. Virtual Selling with Keith Gleason

    03/01/2021

    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.

    38 min

  8. 02/10/2021

    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.

    23 min
  9. Scaling Your Insurance Business with Silas Jessup

    09/08/2020

    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

    36 min
  10. The Art of the Sale with Chris Smith

    08/14/2020

    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.

    19 min

  11. 08/14/2020

    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.

    24 min
  • 11 Episodes

Ratings & Reviews

5
out of 5
3 Ratings

About

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.

Information

  • Creator
    Jason Hoffmann
  • Years Active
    2020 - 2024
  • Episodes
    11
  • Rating
    Clean
  • Show Website
    Agents on the Move