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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Autor

Shane Tatum and Tonya Lied

Kategoria

Business

Strona podcastu

www.iaforward.com

Ostatni odcinek

7 lip 2026

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Odcinki

Why Agency Owners Dread Mondays (And How To Change It) 07.07.2026

If Monday feels more like survival than opportunity, this conversation will help you identify what's really causing the frustration and give you practical ways to build an agency you're excited to lead every single week.  Shane and Tonya discuss the habits that create unnecessary stress, how procrastination fuels overwhelm, why systems matter more than working harder, and simple mindset...

Halftime Adjustments: Winning the Second Half of 2026 30.06.2026

As rates begin to stabilize, competition heats back up, and carriers return to growth mode, agency owners face a new challenge: balancing retention and new business, without losing momentum.  If you're ready to finish 2026 stronger than you started it, this episode is your halftime strategy session.  Learn more at IntegraPartnerNetwork.com.

Who Makes the Rules? The Great State Farm Shakeup 23.06.2026

For decades, State Farm represented stability. Then one of the industry's largest carriers announced sweeping changes to contracts, benefits, compensation, and retirement programs. We explore the State Farm shakeup and  what it means for the independent insurance channel. We discuss ownership, choice, customer loyalty, talent shifts, and why the ability to adapt may be the most valuable asset...

Don't Put Your Logo on That: Why Cheap Marketing Can Cost You 16.06.2026

One of the most overlooked parts of building an insurance agency brand is the giveaways, promotional items, and marketing materials that represent your business long after you've left the room. We discuss why cheap giveaways can damage your brand, why most promotional items end up in the trash while a few stay on desks for years, and why "everyone is doing it" is a terrible marketin...

How Customers Really Find an Insurance Agent 09.06.2026

Everyone knows how to find Flo, the Geico Gecko, or Jake from State Farm. But how do customers actually find an independent insurance agent? One of the biggest challenges (and greatest opportunities) for independent agencies is visibility. We discuss online reviews, referrals, community involvement, referrals, social media, authentic relationship-building, and the real ways customers discover and...

The Market Is Stabilizing. Are You? - With Mitzi Fox 02.06.2026

The hard market forced a lot of agencies into survival mode. We became insurance hostage negotiators for frustrated clients. But as the market begins to stabilize, this is our opportunity to remember who we really are. We're not order takers, quote machines, or in the business of finding the cheapest policy every six months. We're advisors, educators, and advocates. And the agencies that...

AI Is Here. No Panic Required. 26.05.2026

IA Forward tackles one of the biggest questions facing independent insurance agencies right now: Is AI going to replace traditional agency roles? From CSRs and account managers to producers and agency owners, the conversation explores what AI is actually changing, what it definitely isn’t, and where agencies can gain efficiency without losing the human relationships that make independent insurance...

Built Your Way: Questions Every Exclusive Agent Should Ask Before Going Independent 19.05.2026

Thinking about making the leap from being an exclusive agent to independent agency ownership? The right questions matter.  Tonya, Mike, and Robby Jabour discuss what exclusive agents need to know before making the move. From book ownership and contracts to carrier access, quoting models, profit sharing, onboarding support, and hidden costs, this conversation is a practical guide to evaluating agen...

Non-Resident Licensing: Are You Growing or Chasing? 12.05.2026

This episode talks real strategy behind non-resident licensing: when expansion makes sense and when it becomes a costly distraction. From holding on to relocating clients, to the temptation of “collecting states,” our team discusses local expertise, licensing costs, operational complexity, and what it really takes to scale beyond your home state in the most effective way. Learn more at IntegraPart...

The Secret to Growing a Successful Insurance Agency 05.05.2026

Everyone wants the secret to growing a successful agency. Here’s the truth: there isn’t one. Shane, Mike, and Tonya break down what actually drives growth (and it’s not a magic strategy, a viral marketing idea, or a one-time win).  We talk about what it really looks like to move from process to profit: refining your workflows, adapting to technology, and committing to the habits that successful ag...

Think Like a Business Owner, Prepare Like an Athlete 28.04.2026

What do successful agency owners and elite athletes have in common? More than you might think. Emma Tatum joins Shane, Mike, and Tonya to talk about creating momentum through stoic leadership. From agency growth to the danger of overreacting to setbacks, this conversation connects the mindset of high performers on the field to business owners building something meaningful. If you’ve ever struggled...

Building the Business Behind the Bonus, Part Two: Profit Sharing Strategy 21.04.2026

What can agency owners actually do to improve future contingency and profit-sharing results? From retention and carrier alignment to policy-per-customer growth and the hidden cost of remarketing, this conversation focuses on the day-to-day decisions that shape long-term profitability. We discuss why building an agency that is more efficient and more intentional becomes more profitable, and how dev...

Building the Business Behind the Bonus: The Truth About Profit Sharing, Part One 14.04.2026

Why do some agencies benefit from contingency bonuses, while others never see them? The answer may not be what you think. Episode 312 isn’t about chasing a bonus check, it’s about building a business that earns them consistently. We talk through the evolution of compensation in the insurance industry, why profit sharing exists today, and how agency structure, retention, and loss ratio all play a r...

Can Your Agency Run Without You? 07.04.2026

What really happens in your agency when you walk out the door? Do things keep moving? Or does everything stop and wait on you? Tonya and Mike look at what it means to build an agency that can actually function without the owner in the room. From vacations and conferences to unexpected time away, they discuss how culture, trust, and decision-making show up when leadership isn’t there. They talk abo...

Office, Hybrid, or Fully Remote: Designing Your Agency Your Way 31.03.2026

There’s no one-size-fits-all answer when it comes to agency structure (and that's the point of an independent insurance agency). It’s not about what’s "normal," it's about what works for you and your carriers. We discuss the real role of physical space in an agency, from training and culture to trust and perception. Whether you're building from scratch or rethinking your c...

Start Now or Sit Still: Building Your Agency in Uncertain Times 24.03.2026

In today’s unpredictable economic climate, many insurance professionals are asking the same question: Is now really the right time to start an independent agency?   We talk mindset, strategy, and the real-world realities of agency ownership during uncertain times, and why waiting for the “perfect moment” may actually be the biggest risk of all. We also discuss starting from scratch versus purchasi...

From Survival to Thriving 17.03.2026

Independent insurance agency owners balance tension between short-term pressure and long-term growth, trying to survive, scale, and stay sane. This episode challenges why so many owners overcommit early, how comparison can distort progress, and why real agency growth rarely happens in a straight line. From snowball effects to the danger of panic-driven decisions, this is a practical reminder that...

Base Hits Build Better Agencies 10.03.2026

Everyone loves the home run. The viral moment. The massive account win. The big splash that makes headlines. But great agencies aren’t built on home runs. They’re built on base hits. In this episode, Shane and Tonya are joined by University of Kansas senior softball player Emma Tatum talks about the surprising parallels between competitive athletics and building a successful independent insurance...

Hire Your Weakness, Scale Your Strength 03.03.2026

Growth isn’t about hiring more of you. It’s about building an agency that works without you. One of the most misunderstood growth decisions in independent agencies is hiring yourself versus hiring your weakness. Many owners stay stuck doing everything because “no one can do it like I can.” That mindset keeps you busy, but it doesn’t make you scalable.  Learn more at IntegraPartnerNetwork.com.

Random Revenue Versus Profit: Being A Strategic Dabbler 24.02.2026

For years, Shane has said don't dabble. Now, he is saying, "Do it smart." We discuss the difference between reckless dabbling and strategic expansion, and why being an informed dabbler may be the shift your agency needs for growth. Learn more at IntegraPartnerNetwork.com.

If Don't Tell Your Story, Someone Else Will 17.02.2026

Silence creates assumptions, and assumptions spread fast. In this four-year anniversary episode, we discuss how perception forms in the absence of communication, and if you don’t define who you are, your competition (or social media) will do it for you.  Learn more at IntegraPartnerNetwork.com.

Turning Connections into Clients 10.02.2026

If you’re tired of chasing quotes and ready to build a book of business through connection, this episode will change how you think about growth. We discuss how to “get your competition fired” without being negative, and how association selling creates warmer, faster-moving opportunities. This isn’t a theory. It’s practical, human, and immediately usable to create agency growth. Learn more at Integ...

What Independent Agents Should Expect From a Network 03.02.2026

Choosing the right agency network can shape your agency’s growth, profitability, and long-term success, but most agents are only looking at how many carriers they get and the commission split. We're discussing what independent agents should expect from a network, what often gets overlooked, and why “fit” matters more than buzzwords or promises. Whether you’re evaluating a network, already par...

Can Agency Owners Really Take a Vacation? 27.01.2026

Agency owners are constantly told they need to take time off. But when your name is on the door, your clients are calling, and claims don’t pause for beach trips, what does “time off” actually look like? Let's get real about vacations, burnout, and revenue anxiety. This conversation will help you step away without losing momentum (or coming back to chaos).  Learn more at IntegraPartnerNetwork...

Not Viral, Just Consistent: What We've Learned About Agency Ownership in 300 Episodes 20.01.2026

We’re celebrating 300 episodes the only way we know how: with real talk, a little chaos, and the lessons that actually matter when you’re building an agency. We didn’t get here because something went viral. We got here because we kept showing up. In this milestone episode, we break down what consistency really looks like, why most people quit before the results show up, and how agency owners can s...

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