fr

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

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Auteur

Shane Tatum and Tonya Lied

Catégorie

Business

Site du podcast

www.iaforward.com

Dernier épisode

27 oct. 2026

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Épisodes

Avoiding the Pitfalls in Surplus Lines 04.05.2023

Shane and Tonya talk best practices on surplus lines, premium finance options, agency bill, auditable policies, sweep and premium accounts, and things that are a big more "hairy." Learn more about IA Forward at iaforward.com or on LinkedIn, Instagram, and Facebook. Learn more at IntegraPartnerNetwork.com.

Playing Defense in a Hard Market 01.05.2023

Since the hard market is here to stay longer than expected, Shane and Tonya talk about the best ways to play defense to maintain clients. Learn more about IA Forward at iaforward.com and follow us on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

The Second "Ask Shane" Episode 27.04.2023

In this episode of "Ask Shane," we cover the insurance score, direct mail, hiring and training, selling cyber insurance, carrier reps, training our customers, and more.  Learn more about IA Forward at iaforward.com or on LinkedIn, Instagram, and Facebook.  Learn more at IntegraPartnerNetwork.com.

Your Agency Brand - And Does It Matter? 24.04.2023

Shane and Tonya discuss the mistakes that they have made regarding branding, what they have learned, and how it can help you save time and energy.  Learn more about IA Forward at iaforward.com or follow on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Stop Quoting! Why Are You Bidding On Business? 20.04.2023

Shane and Tonya talk about shifting from the quoting mindset and price bidding wars for business.  Follow the IA Forward community of insurance agents on LinkedIn, Facebook, and Instagram, or learn more at iaforward.com.  Learn more at IntegraPartnerNetwork.com.

Rejection, Ghosting, and LSU Women's Basketball 17.04.2023

Shane and Tonya discuss handling the disappointment of rejection, how to handle a prospect "ghosting" you, and how we accidentally ghost prospects, and the NCAA National Champion LSU Women's Basketball team.  Join the IA Forward community of insurance agents on LinkedIn, Facebook, and Instagram, or learn more at iaforward.com.  Learn more at IntegraPartnerNetwork.com.

Social Media, Your Personal Brand, and Tonya's Experience With A Personal Trainer 13.04.2023

Shane and Tonya discuss creating your personal brand, social media, and how it affects your business. Inspired by Tonya's recent experience with a personal trainer matchup gone awry. Join the IA Forward community of insurance agents on LinkedIn, Facebook, and Instagram, or learn more at iaforward.com.  Learn more at IntegraPartnerNetwork.com.

Carrier Relationships and MLB's New Rules 10.04.2023

Shane and Tonya discuss the importance of a long-term partnership strategy between insurance carriers and their agents. Follow the IA Forward community of agents on LinkedIn, Facebook, and Instagram, or learn more at iaforward.com. Learn more at IntegraPartnerNetwork.com.

Let's Talk Life Insurance with Jeff Havard and Robby Jabbour (The Bromance Episode) 06.04.2023

Want to successfully add life insurance products to your portfolio? Shane and Tonya talk with Jeff Havard, Regional Coordinator for National Farm Life Insurance, and Robby Jabbour, life and health insurance guru. From relationship building, leading with life insurance, golf games, and marketing, this episode will keep you laughing. Follow the IA Forward community of insurance agents on LinkedIn, F...

It's Profit Sharing Season! 03.04.2023

Let's Celebrate! Shane and Tonya discuss how to maximize your agency's profit sharing / contingency bonus opportunities.  Follow the IA Forward community of insurance agents on LinkedIn, Facebook, and Instagram, or learn more at iaforward.com.  Learn more at IntegraPartnerNetwork.com.

Balancing Relationship and Automation with Beaux Pilgrim 30.03.2023

Shane, Tonya, and special guest Beaux Pilgrim discuss the balance of automation and relationship building to create more time for your team members while creating long-term client relationships.  Beaux Pilgrim is the founder of IA Blueprint, a unique Virtual Assistant organization specialized for the independent agent, as well as owner of Reed Insurance in Vidalia, Louisiana.  Follow the IA Forwar...

How Old Is Too Old To Start Over? 27.03.2023

Shane and Tonya discuss mindset, energy, financial stability, and goals necessary to start a new agency - at any age. Follow the IA Forward community of agents on LinkedIn, Facebook, and Insta, or learn more at iaforward.com.   Learn more at IntegraPartnerNetwork.com.

How To Keep Good Employees 20.03.2023

Finding great team members for your agency is difficult - here are some ideas on how to keep them. Shane and Tonya discuss employee retention concepts from two very different perspectives.  Follow the IA Forward community of insurance agents on LinkedIn, Instagram, and Facebook, or learn more at iaforward.com.  Learn more at IntegraPartnerNetwork.com.

The "Ask Shane" Episode 16.03.2023

Shane answers questions from agents about purchasing an agency, CIC tips and tricks, what to do when going on vacation, how to handle unpleasant clients, being licensed in multiple states, and more.  Join the IA Forward community of insurance agents on LinkedIn, Facebook, and Instagram, or learn more at iaforward.com.  Learn more at IntegraPartnerNetwork.com.

Finding and Hiring the Right Candidates 13.03.2023

Are you wanting to hire staff for your agency, but want to make sure you've got it right? Shane and Tonya discuss how to find the right people to fit your culture, interviewing and screening ideas, and training. Join the IAForward community of insurance agents on Facebook, LinkedIn, and Instagram, or learn more at iaforward.com  Learn more at IntegraPartnerNetwork.com.

Remote & Hybrid Working Environments Post-Covid 09.03.2023

What should you agency work environment look like? How is hiring affected by remote and hybrid work? Having difficulty getting team members back in the office? Should I keep my storefront? Shane and Tonya tackle these questions and more in their discussion on post-Covid work environments.  Follow IA Forward community on LinkedIn, Facebook, and Instagram, or learn more at iaforward.com.  Learn more...

Our 100th Episode - And What We've Learned About Starting Something New 06.03.2023

Fear of sounding stupid? Not sure what you're doing? Completely out of your comfort zone? If you've ever had these thoughts about starting something new, this is the episode for you! Follow the IA Forward community of agents on LinkedIn, Facebook, and Instagram, or learn more at iaforward.com.  Learn more at IntegraPartnerNetwork.com.

Are Conferences Worth The Investment? 02.03.2023

Attending a conference requires significant monetary, time, and energy investments. Shane and Tonya discuss are they worth it and how to get the most out of attending. Follow the IA Forward community of insurance agents on Instagram, Facebook, and LinkedIn, or learn more at iaforward.com. Learn more at IntegraPartnerNetwork.com.

How To Talk Value When Everyone Is Focused On Price 27.02.2023

Shane and Tonya discuss changing the conversation about price in a world that is so price conscious. Follow the IA Forward community of insurance agents on LinkedIn, Facebook, and Instagram, or learn more at iaforward.com. Learn more at IntegraPartnerNetwork.com.

Creating Momentum 23.02.2023

Shane and Tonya discuss the physics concept of the flywheel, and how that momentum building idea correlates to your insurance agency. Follow IA Forward on LinkedIn, Instagram, and Facebook, and learn more at iaforward.com.  Learn more at IntegraPartnerNetwork.com.

Focus, Funding, and Failure 20.02.2023

Shane and Tonya chat about the numerous reasons that agencies can fail, and how to keep that from happening. Join the IA Forward community of insurance agents on LinkedIn, Instagram, and Facebook, or learn more at iaforward.com.  Learn more at IntegraPartnerNetwork.com.

Perfection Paralysis, Procrastination, and Priorities 16.02.2023

Shane and Tonya discuss how to overcome time management challenges for insurance agency owners.  Follow the IA Forward community of insurance agents on LinkedIn, Facebook, and Instagram, or learn more at iaforward.com. Learn more at IntegraPartnerNetwork.com.

Paying Yourself, Contingency Bonuses, and Finance Hully-Gully 13.02.2023

Shane and Tonya tackle business and personal finances, smart ways to handle contingency bonus money, and profit margins. Follow IA Forward on LinkedIn, Instagram, and Facebook, or learn more at iaforward.com. Learn more at IntegraPartnerNetwork.com.

When Does A Hard Market Look Like A Soft Market? 09.02.2023

Shane and Tonya discuss how hard market conditions are actually similar to soft market conditions for an agency owner, and what this means for long term growth. Join the IA Forward community of agents on LinkedIn, Facebook, and Instagram, or learn more at iaforward.com. Learn more at IntegraPartnerNetwork.com.

Your Agency Needs A Hedgehog (Seriously) 02.02.2023

Are you a hedgehog or a fox? Shane and Tonya discuss The Hedgehog Concept and how it is key to your insurance agency's success.  Join the IA Forward community of insurance agents on LinkedIn, Instagram, and Facebook, or learn more at iaforward.com.  Learn more at IntegraPartnerNetwork.com.

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