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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

Why Being A Semi-Professional Economist Is Important As An Agency Owner 31.07.2023

Shane and Tonya discuss what's going on with our nation's economy, why that's important as an agency owner, and the best way to cut through the economic chatter. Follow IA Forward on Instagram, LinkedIn, and Facebook, and learn more at iaforward.com. Learn more at IntegraPartnerNetwork.com.

What Millennials & Gen Z Think About Insurance - And It's Not What You're Assuming 27.07.2023

Shane and Tonya discuss a surprising recent article from Insurance Journal on what Millennials and Gen Z think about insurance, as well as Shane's recent experience with his daughter purchasing insurance for the first time.  Learn more at iaforward.com and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Where NOT To Spend Your Marketing Dollars 24.07.2023

Not getting the results you're expecting from your marketing dollars? Shane and Tonya discuss mistakes agents make, where NOT to spend your money, and why it's not working. Learn more at iaforward.com and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

It's Not About Selling - It's About Being The Expert 20.07.2023

Shane and Tonya discuss the idea of asking questions, being genuine, and authentically learning to create the perception of expertise - especially with businesses and creating referral sources.  Learn more at iaforward.com and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Need, Price, Perception of Value, and Being a Connector 17.07.2023

Shane and Tonya discuss insurance guru Brian Besch's theories on clients, selling, perception of value, book building, and being a connector.  Learn more at iaforward.com and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Hitting the Hard Market Panic Button 13.07.2023

Are you starting to hit the panic button in this hard market? Shane and Tonya discuss options to keep your agency afloat as the changes keep happening. Learn more at iaforward.com and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Changing Perspective on Telematics 10.07.2023

Looking for tools to change the conversation in this hard market? Shane and Tonya discuss the evolution of telematics, changing your lens as a agent, and how to market it to clients effectively. Learn more at iaforward.com and follow IA Forward on LinkedIn, Instagram, and Facebook. Learn more at IntegraPartnerNetwork.com.

Success and Survival When Working With Family 06.07.2023

Shane and Tonya explore the dynamics of how to successfully work with your spouse, children, siblings, and parents. Learn more at iaforward.com and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Google & Facebook Reviews: Creating Five-Star Solutions After A Negative Review 03.07.2023

Google and Facebook Reviews are a vital part of marketing your insurance agency. Shane and Tonya discuss how to take a bad review and make it work in your favor. Learn more at iaforard.com and follow us on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Building Relationship With Video and LSU Wins the Men's College World Series 29.06.2023

In a post-pandemic world, using video to create client relationships is becoming the norm. Shane and Tonya discuss using video in your agency, as well as the LSU Tigers winning the Men's College World Series.  Learn more at iaforward.com and follow us on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Changes In The Insurance Industry and The Long-Term Outlook 26.06.2023

Shane and Tonya discuss changes in the industry, what they mean for our agencies, and what long-term outlook planning should look like. Learn more at iaforward.com and follow us on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Getting Political - Insurance Commissioners, Regulations, & The Free Market 22.06.2023

We're all tired of politics, but decisions constantly being made that affect our livelihood as agency owners. Shane and Tonya discuss electing or appointing commissioners, the long-term effects of regulation, and free market versus government control.  Learn more at iaforward.com and follow us on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Honor Your Commitments 19.06.2023

Shane and Tonya discuss honoring your commitments to your family, your team, your clients, and your community.  Learn more at iaforward.com and follow IA Forward on Instagram, LinkedIn, and Facebook. Learn more at IntegraPartnerNetwork.com.

Cybersecurity for Your Agency (And Why It Matters) 15.06.2023

Shane and Tonya discuss why small independent agencies are attractive to cyberterrorists, what your clients' information is worth on the dark web, and how to protect yourself. Learn more at iaforward.com and follow us on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

The Independent Agency Channel is Dead (And Other Myths) 12.06.2023

Shane and Tonya discuss the independent agency system, insurtechs, direct, and  exclusive channels, and why our future is exciting as independent agents. Learn more at iaforward.com and follow IA Forward on LinkedIn, Instagram, and Facebook. Learn more at IntegraPartnerNetwork.com.

Using "Game Tape" To Improve Your Agency 08.06.2023

Great athletes consistently watch game tape to improve their skills and find patterns. Shane and Tonya discuss the idea of using "game tape" within our agencies  to improve performance and help new ideas find their time. Learn more at iaforward.com or follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Prep Your Agency For Hurricane Season 05.06.2023

Hurricane Season is here! Shane and Tonya discuss ways to educate your clients on their need for flood insurance protection. Learn more at iaforward.com or follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Simplify, Automate, and Use Your Technology Effectively 01.06.2023

As your agency grows, things can get complicated fast. Shane and Tonya discuss why it's imperative to keep it simple, automate where possible, and use the technology that you have before purchasing more. Learn more at iaforward.com and follow us on LinkedIn, Instagram, and Facebook. Learn more at IntegraPartnerNetwork.com.

FAQ on Mergers & Acquisitions 29.05.2023

Looking to buy a book of business? Want to set your agency up for success when it's time to sell?  Shane and Tonya discuss M&A do's and don'ts. Learn more at iaforward.com and follow us on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Be An Authentic Chameleon 25.05.2023

It may sound like an oxymoron, but being an authentic chameleon should be your goal in the insurance business. Shane and Tonya discuss asking the right questions,  figuring out what is most important to clients, and remembering that you are THAT GOOD.  Learn more at iaforward.com and follow us on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Energy Management Versus Time Management 22.05.2023

As an agency owner, managing your energy is even more important than managing your time. Shane and Tonya discuss choosing who and what deserves your energy and how to reduce energy draining activities. Learn more about IA Forward at iaforward.com, and follow us on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

How To Survive Your First Year As An Agency Owner 18.05.2023

From financial to psychological, clients to carriers, and everything else, Shane and Tonya discuss what it takes to survive your first year as an independent insurance agent. This is a great listen for an agency refresh, too! Learn more about IA Forward at iaforward.com, or follow us on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Exit Strategy To Start A New Agency (For Producers & Agency Owners) 15.05.2023

Leaving to start your own agency can be a stressful process, for the producer and the agency owner. Shane and Tonya discuss best practices for both sides to be successful before, during, and after.  Learn more about IA Forward at iaforward.com and follow us on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Lessons for Business from Bull Durham 11.05.2023

Shane and Tonya discuss the business brilliance of Bull Durham, overcoming a slump, getting out of your head, and micro-adjustments. Learn more at iaforward.com, or follow IA Forward on LinkedIn, Instagram, and Facebook. Learn more at IntegraPartnerNetwork.com.

Creating Long-Term Clients Through Claims 08.05.2023

Shane and Tonya discuss using the claims process client experience to increase client satisfaction and gain referrals.  Learn more about IA Forward at iaforward.com or on Facebook, LinkedIn, or Instagram. Learn more at IntegraPartnerNetwork.com.

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