Shane Tatum and Tonya Lied

IA Forward

The Independent Insurance Agency Playbook: The insurance business is all about playing an infinite game. Shane, Tonya, and Mike discuss how to play the long-term game of being a successful agent and creating a culture of freedom for yourself. Learn more at www.integrapartnernetwork.com

Besuch unbedingt die Website des Podcasts und unterstütze die Macher: www.iaforward.com

Autor

Shane Tatum and Tonya Lied

Kategorie

Business

Podcast-Website

www.iaforward.com

Neueste Folge

27. Okt 2026

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From Burnout to Balance 06.05.2025

Shane and Tonya tackle the cultural obsession with busyness and unpack why a full calendar doesn’t always equal fulfillment. From personal stories to leadership lessons, they explore how agency owners can shift from hustle mode to healthy balance without sacrificing success.  Learn more at IntegraPartnerNetwork.com.

More than a Green Jacket: Lessons from Augusta for Your Agency 29.04.2025

Shane and Tonya tee off with a conversation about what The Masters can teach us about agency ownership. From Rory McIlroy’s daughter reminding him, “You already know how to play golf,” to recognizing the value of your own strengths and systems, this episode is about presence, persistence, and trusting yourself.   Learn more at IntegraPartnerNetwork.com.

Visibility or Sustainability? Defining Your Agency’s Path 22.04.2025

Shane and Tonya discuss the rise of insurance influencers, the pressure to chase visibility over sustainability, and the challenge of rethinking your agency’s direction to create a business that aligns with your goals and works for you.   Learn more at IntegraPartnerNetwork.com.

Resilience, Relationships & Real Conversations 15.04.2025

Resilience isn’t just a word, it’s a way of showing up when things get tough. In this episode, Shane and Tonya dive into what resilience really looks like in the independent agency world, why relationships matter more than ever, and how honest conversations can move your business forward.   Learn more at IntegraPartnerNetwork.com.

What AI Really Means for Independent Agents (with Chad Jackson and Justin White) 08.04.2025

Shane and Tonya talk AI in the independent insurance channel with special guests Chad Jackson and Justin White of Strawberry Antler. From automating quoting to solving real agency problems, they explore how AI can transform the way small and midsize agencies operate, why AI isn’t as intimidating as it sounds, and how it can turn efficiency into opportunity.  Learn more at IntegraPartnerNetwork.com...

Fees & Fumbles: Avoiding E&S Mistakes 01.04.2025

Excess and surplus lines (E&S) can open up new opportunities, but it also comes with its own set of challenges. Shane and Tonya break down the common fumbles agents make, share how to avoid costly mistakes, decide when to say no, and discuss how build the processes that make E&S business work for your agency.   Learn more at IntegraPartnerNetwork.com.

Don’t Lose Your Agency Identity at Baggage Claim 25.03.2025

When Southwest Airlines starts charging for checked bags, it’s more than a policy change; it’s a brand identity crisis. Shane and Tonya discuss how staying true to your agency’s unique strengths, rather than chasing trends or comparisons, is the key to long-term success and avoiding burnout.  Learn more at IntegraPartnerNetwork.com.

Own Your Business, Don’t Let It Own You: The Power of JOMO 18.03.2025

What if the real key to success is JOMO (the Joy of Missing Out)? Shane and Tonya break down how to stay focused, make intentional decisions, and let your business serve you—rather than the other way around.   Learn more at IntegraPartnerNetwork.com.

Don't Just Complain, Create Change: How Agents Can Shape the Industry 11.03.2025

Feeling frustrated with the lack of control in the insurance industry? Shane and Toya discuss how independent agents can move beyond frustration and take action. From carrier councils to industry advocacy, learn how to create real change for your agency and the industry.  Learn more at IntegraPartnerNetwork.com.

We’re Here to Run A Business with Aaron and Justin Husman 04.03.2025

Shane and Tonya sit down with Justin and Aaron Husman of The Phoenix Insurance to discuss the mindset shift from “helping people” to strategically running a successful agency. They discuss building a business with intention, protecting your time, selecting employees and clients, and making decisions that set your agency up for real growth and profitability. Learn more at IntegraPartnerNetwork.com.

60-Second Stories: Selling Insurance With Real-Life Lessons 25.02.2025

The best way to connect with clients is through storytelling, not by being boring or overly technical. Shane and Tonya discuss into the power of 60-second stories that turn real-life lessons into personal, memorable, and successful sales moments.   Learn more at IntegraPartnerNetwork.com.

Fail. Learn. Grow. Repeat. Celebrate. 18.02.2025

Does agency size determine success? Shane and Tonya break down the challenges of scaling, the myths around agency size, and why success isn’t one-size-fits-all. In this special anniversary episode, they reflect back on lessons learned over the last three years on IA Forward, and what it really takes to build an agency that works for you long-term.  Learn more at IntegraPartnerNetwork.com.

The Power of Personalization with Kristyn Klaes and Kylie Lowery 11.02.2025

Tonya is joined by Kristyn Klaes and Kylie Lowery to explore the power of personalization in the insurance industry, strategies for making every client interaction meaningful, and setting your agency apart from the competition. They discuss how building genuine relationships with clients leads to long-term loyalty, stronger retention, and increased trust—especially in a challenging market.   Learn...

Resilience: How to Thrive Through Challenges 04.02.2025

Shane and Tonya explore what it takes to thrive through challenges, from navigating a hard market to managing client expectation, and reveal their Words of the Year for 2025. Tune in for insights on staying steady, pushing forward, and embracing the opportunities that come with adversity. Learn more at IntegraPartnerNetwork.com.

From Mac and Cheese to McLaren: Financial Expectations of Success 28.01.2025

Shane and Tonya explore the shifting perceptions of financial success, diving into surprising salary and net worth expectations. Listen for insights on building realistic goals, managing "expense creep," and finding true financial fulfillment in business and life.  Learn more at IntegraPartnerNetwork.com.

Follow the Directions (Or Skip Them): Balancing Tradition With Innovation 21.01.2025

Shane and Tonya dive into the eternal struggle between following directions and blazing your own trail. From puffer jackets to agency best practices, they explore how independent agents can balance tradition with innovation to drive success.  Learn more at IntegraPartnerNetwork.com.

From Comfort Zones to Milestones: Celebrating 250 Episodes of IA Forward Insights 14.01.2025

Celebrate with Shane and Tonya in the 250th episode of IA Forward! From the power of discipline over motivation to the best way to create a "stop-doing list," this one is full of practical insights, a look back at the most popular episodes, and a thank you to the listeners who made it all possible.  Learn more at IntegraPartnerNetwork.com.

Reflect, Realign, Reset: Starting 2025 Strong 07.01.2025

Shane and Tonya kick off the new year by exploring how independent insurance agents can Reflect, Realign, and Reset to set themselves up for success in 2025. They share insights on identifying what’s essential, eliminating distractions, and building a strong foundation for intentional growth.   Learn more at IntegraPartnerNetwork.com.

Business Moves from Holiday Movies: Inspiration for the New Year 31.12.2024

In this special New Year’s Eve episode, Shane and Tonya reflect on timeless lessons from holiday movies and how they can inspire your business and life as we welcome 2025. From the authenticity of Elf to the resilience of A Charlie Brown Christmas , discover insights to start your new year with purpose and a fresh perspective. 4o Learn more at IntegraPartnerNetwork.com.

Unwrapping the Unexpected: Hidden Gifts of the Insurance Industry 24.12.2024

In this Christmas Eve episode, Shane and Tonya explore how independent insurance agents make a meaningful difference, turning unexpected challenges into opportunities to serve. From protecting families to creating lasting impacts, this episode unwraps the true value of what agents bring to their communities.  Learn more at IntegraPartnerNetwork.com.

How Carriers Are Pivoting for 2025 17.12.2024

Shane and Tonya discuss how carriers are pivoting for growth in 2025 amid shifting market pressures. From the disruptive Geico Effect to renewed focus on auto lines, they explore what these changes mean for independent agents.  Learn more at IntegraPartnerNetwork.com.

Capacity Crunch: Why Progressive's Dwelling Fire Exit Is Good News 10.12.2024

Shane and Tonya break down Progressive's recent decision to exit the dwelling fire insurance market and explain why it’s not the catastrophe some agents fear. They discuss how this move will open new opportunities for homeowner’s capacity and give practical advice on adapting to industry changes.  Learn more at IntegraPartnerNetwork.com.

The Cycle Turns: Preparing for a Softer Commercial Market 03.12.2024

Shane and Tonya discuss the potential shift to a softer commercial market and what it means for independent agencies. They explore how a new market cycle can impact growth opportunities and share strategies to stay competitive.   Learn more at IntegraPartnerNetwork.com.

Turkeys, Traditions, and the Power of Thanks 26.11.2024

Join Shane and Tonya for a special Thanksgiving week episode as they share heartfelt reflections on gratitude, holiday traditions, and the power of building meaningful relationships in business and life. From turkey, dressing, and football rivalries to showing appreciation for carriers and clients, this episode is packed with insights to fuel your agency’s success!   Learn more at IntegraPartnerNe...

Spray Painted Grass: The Cost of Change 19.11.2024

Shane and Tonya explore why salespeople often get sold on the next big thing, from spray-painted grass to shiny new software. They share practical strategies for avoiding impulsive decisions, questioning the need for change, and focusing on tools and processes that truly enhance your agency’s success.   Learn more at IntegraPartnerNetwork.com.

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