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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

N'hésitez pas à visiter le site du podcast et à soutenir son créateur : www.iaforward.com

Auteur

Shane Tatum and Tonya Lied

Catégorie

Business

Site du podcast

www.iaforward.com

Dernier épisode

27 oct. 2026

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Épisodes

Working With Clients Through Language Barriers 30.01.2023

Shane and Tonya tackle language barriers, along with cultural and generational differences, how they affect our customer service experience, and what E&O exposure that we have.  Join the IA Forward community of insurance agents on LinkedIn, Instagram, and Facebook, or learn more at iaforward.com. Learn more at IntegraPartnerNetwork.com.

What Role Should Government Play In The Insurance Industry? 26.01.2023

Shane and Tonya get a bit political, discussing the roles that state and federal governments play in the insurance industry, as well as the importance of carrier, employee, and client relationships. Join the IA Forward community of insurance agents on LinkedIn, Instagram, and Facebook, or learn more at iaforward.com. Learn more at IntegraPartnerNetwork.com.

Lessons From The Dallas Cowboys Kicker Debacle And How They Apply To Our Agencies 23.01.2023

Shane and Tonya discuss the Dallas Cowboys versus Tampa Bay Buccaneers game, and all of the lessons that we can apply to our insurance agencies. Join the IA Forward community of agents on social media or learn more at IAForward.com.  Learn more at IntegraPartnerNetwork.com.

Breaking of Cycle of Living Month-to-Month 19.01.2023

Many people start their own agencies to quit living paycheck-to-paycheck working for someone else (or they got mad at their boss). Shane and Tonya discuss how paycheck-to-paycheck can turn into month-to-month, payment-to-payment as an agency owner, and how to break the cycle. Join the IA Forward community of agents on social media or learn more at iaforward.com.  Learn more at IntegraPartnerNetwor...

Time Poverty, Over-Commitment, Schedule Management, And Just Saying No 16.01.2023

Shane and Tonya tackle the concept of time poverty, and discuss ways to free up more time for a more effective and efficient schedule.  Join the IA Forward community of insurance agents on social media or learn more at iaforward.com. Learn more at IntegraPartnerNetwork.com.

Choosing Your "Word Of The Year" - And Why It's Important To Your Success 12.01.2023

Shane and Tonya discuss the "Word of the Year" concept, why it's not cheesy, and how setting the specific intention can create direction for your agency. Get your "Word of the Year" info sheet at IA Forward's Facebook, Instagram, or LinkedIn pages, or learn more at iaforward.com. Learn more at IntegraPartnerNetwork.com.

The Independent Insurance Industry: The Good, The Bad, and What We Can Do Better 09.01.2023

Shane and Tonya discuss the myths, the truths, and what we can do better as independent agents. Join the IA Forward community of insurance agents on social media, or learn more at iaforward.com Learn more at IntegraPartnerNetwork.com.

Liberty Mutual, Safeco, Trusted Choice, and Aunt Mitzi's Auto Claim 05.01.2023

Shane and Tonya discuss public misconceptions about being independent and the products we sell and overcoming big brand marketing budgets. Join the IA Forward community of insurance agents on social media or learn more at iaforward.com. Learn more at IntegraPartnerNetwork.com.

Crisis Management: Staying In Control When The Sky Is Falling 29.12.2022

Shane and Tonya discuss keeping a level head through challenges and being a better agency owner as you come out on the other side. Join the IA Forward community of insurance agents on social media or learn more at iaforward.com. Learn more at IntegraPartnerNetwork.com.

Merry Twixtmas - Making This Week Count 26.12.2022

The week between Christmas and New Years is usually a no-man's land. Shane and Tonya discuss the little ways to make this week count, and how to use it kickstart the new year for your agency. Join our IA Forward community of insurance agents on social media, or learn more at iaforward.com.  Learn more at IntegraPartnerNetwork.com.

Let's Talk Christmas 22.12.2022

Shane and Tonya share their favorite Christmas memories (including honeymoon disasters, worst gifts, and must-see holiday movies).  Join the IA Forward community of insurance agents on your favorite social media channels, or learn more at iaforward.com.  Learn more at IntegraPartnerNetwork.com.

Do You Have Customers or Clients? And What Is The Difference? 19.12.2022

Shane and Tonya discuss the difference between customers and clients, if the client experience should be customized, and how that affects the long-term success of your agency. Join the IA Forward community of agents on social media or learn more at iaforward.com. Learn more at IntegraPartnerNetwork.com.

Setting Goals and Looking Ahead to 2023 15.12.2022

Shane and Tonya talk about looking ahead to 2023 and setting personal and professional goals to achieve success for your agency.  Join the IA Forward community of insurance agents on social media or learn more at iaforward.com. Learn more at IntegraPartnerNetwork.com.

Reflecting Back On Your Year In Business 12.12.2022

Shane and Tonya discuss specific KPI's for an end of the year review of both your insurance agency and yourself as an agency owner. Join the IA Forward community of insurance agents on social media or learn more at iaforward.com.  Learn more at IntegraPartnerNetwork.com.

Getting Everything Done During The Holiday Season 08.12.2022

From family commitments to eating too many Christmas goodies, planning for the new year to holiday events, this is the season for trying to cram too much stuff into our days. Shane and Tonya discuss how to enjoy the holidays as an agency owner.  Join the IA Forward community of agents at on social media or at iaforward.com Learn more at IntegraPartnerNetwork.com.

Is The Customer Always Right? 05.12.2022

In the insurance business, we know the customer is not always right. Shane and Tonya talk about how to handle the Karens and Kevins as agency owner, from retail customers to referral partners. Join the IA Forward community of insurance agents on social media, or learn more at iafoward.com. Learn more at IntegraPartnerNetwork.com.

People Are Insane And How This Affects The Insurance Industry 01.12.2022

Shane and Tonya discuss auto insurance rate increases, listening to listen instead of automatically assuming it's a problem to fix, and overthinking how much people think about insurance.  Join the IA Forward community of insurance agents on LinkedIn, Instagram, and Facebook, or learn more at iaforward.com.  Learn more at IntegraPartnerNetwork.com.

Using Holiday Gifts To Get Your Agency Noticed & Lessons Learned from National Lampoon's Christmas Vacation 28.11.2022

Shane and Tonya discuss unique holiday gift ideas that make your agency stand out, as well as employee Christmas bonuses and parties. Join the IA Forward community of insurance agents on social media or learn more at iaforward.com.  Learn more at IntegraPartnerNetwork.com.

Budgeting and Branding During the Holiday Season 24.11.2022

The holiday months can cause a strain on your agency's budget due to lower sales and charitable donations. Shane and Tonya discuss how to turn those challenges into  growth opportunities to set yourself for success in the new year.  Join the IA Forward community of independent agents on LinkedIn, Facebook, and Instagram, or learn more at iafoward.com Learn more at IntegraPartnerNetwork.com.

Black Friday, Small Business Saturday, Cyber Monday, and Giving Tuesday 21.11.2022

It's Thanksgiving week, which means lots of holiday marketing opportunities.  Shane and Tonya discuss ways for your agency to be involved with Black Friday, Small Business Saturday, Cyber Monday, and Giving Tuesday. Join the IA Forward community of insurance agents on social media, or learn more at iaforward.com.  Learn more at IntegraPartnerNetwork.com.

Let's Talk Commercial Lines with Bryan Modisette 17.11.2022

Shane and Tonya discuss tips and tricks for selling commercial insurance with  Commercial Lines Specialist, Bryan Modisette.  Join the IA Forward community of agents at on social media, or learn more at iaforward.com. Learn more at IntegraPartnerNetwork.com.

Looking at Insurance Through A Military Lens with Jon Marc Whittington 14.11.2022

Shane and Tonya talk with military veteran and new agent Jon Marc Whittington on what the insurance business looks like through his lens. Join the IA Forward community of agents on LinkedIn, Facebook, and Instagram, or learn more at iaforward.com.  Learn more at IntegraPartnerNetwork.com.

Do Clothes Really Make the Man (or Woman)? 10.11.2022

Shane and Tonya discuss dressing for success beyond clothes, and talk about the best ways to present your agency with texting, email, and business phone numbers. Are you Team Blue Jeans & Boots or Team Elevated Business Casual?  Join the IA Forward community of insurance agents on Facebook, LinkedIn, and Instagram, or learn more at iaforward.com Learn more at IntegraPartnerNetwork.com.

Start With Why - Then Get to What 07.11.2022

Shane and Tonya discuss going beyond "start with why" and getting to "what," long-term visualization, and outsourcing to-do items in both your professional and personal lives. Join the IA Forward community of insurance agents on your favorite social media channels, or learn more at iaforward.com.  Learn more at IntegraPartnerNetwork.com.

Work Life Balance and the "Day in the Life of a Twitter Employee" Video 03.11.2022

Shane and Tonya discuss work - life balance expectations for an independent agency owner, and how that compares with the "Day in the Life of a Twitter Employee" video.  Spoiler alert:  Shane is NOT installing a wine-on-tap machine at the office. Join the IA Forward community of insurance agents on your favorite social media channels, or learn more at iaforward.com. Learn more at IntegraP...

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