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

Koniecznie odwiedź stronę podcastu i wesprzyj twórcę: www.iaforward.com

Autor

Shane Tatum and Tonya Lied

Kategoria

Business

Strona podcastu

www.iaforward.com

Ostatni odcinek

27 paź 2026

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Odcinki

Finding The Solution For What Annoys You The Most 21.05.2024

Shane and Tonya discuss pinpointing the stress points in your agency, figuring out the specific problem, and finding the solution. Learn more at IntegraPartnerNetwork.com.

The Big Deal About Dwelling Fire (And Why It Matters To Your Agency) 14.05.2024

Shane and Tonya discuss the importance of balancing your book - and what carriers are doing about it. Learn more at IntegraPartnerNetwork.com.

The DBW Principle For Success 07.05.2024

Shane and Tonya discuss the DBW principle and what independent insurance agents are doing to find success in the hard market. Learn more at IntegraPartnerNetwork.com.

Think Long-Term, But Sometimes You Need A Win NOW 30.04.2024

Shane and Tonya discuss needing a win now, the comparison game, agency growth, and the business owner versus sales mindset.  Learn more at IntegraPartnerNetwork.com.

Leveraging Spring Opportunities For Agency Promotion 23.04.2024

Shane and Tonya discuss how to get the best return on investment for spring marketing opportunities. Learn more at IntegraPartnerNetwork.com.

What The State Farm Downgrade Means For The Independent Channel 16.04.2024

Shane and Tonya discuss State Farm General's AmBest downgrade, the clickbait articles, using negativity about competition on social media, and staying focused on yourself. Learn more at IntegraPartnerNetwork.com.

Diplomacy: Building, Strengthening, and Repairing Carrier Relationships 08.04.2024

Shane and Tonya discuss building, strengthening, and repairing relationships with insurance carriers. Learn more at IntegraPartnerNetwork.com.

Management Versus Leadership - And Why You Need Both 04.04.2024

Shane and Tonya discuss the differences between management and leadership, why you need both, and how to motivate your people (and yourself) to succeed. Learn more at IntegraPartnerNetwork.com.

Compensation, Agency Culture, and Keeping Your People Happy 01.04.2024

Shane and Tonya discuss current trends in hiring compensation, what employees are looking for, and agency culture. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagra. Learn more at IntegraPartnerNetwork.com.

Do Your Processes Make Sense? 28.03.2024

Shane and Tonya discuss diving deep into processes, making sure they are actually efficient, moving the profitability needle, and not doing things just because we've always done them that way. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Telematics, Risk Evaluation, and Car Companies Selling Data 25.03.2024

Shane and Tonya discuss the recent New York Times article about car companies selling data to insurance carriers, how that affects insurance rates, and how to have those conversations with clients. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

The Comfort Zone: Getting Comfortable With Being Uncomfortable 21.03.2024

Shane and Tonya discuss why it's risky to stay where you are, decision "sample sizes," making adjustments, and being forced to focus on other things to create new ideas. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Walks vs Strikes: Why Understanding "Your Pitch" Is Important 18.03.2024

Shane and Tonya discuss the idea of Walks vs Strikes as an independent agent, how to understand "your pitch," why you should focus on it, and not getting caught up in what others are doing.  Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Hard Market Mindset: Claiming This As "Our Market" 14.03.2024

Shane and Tonya discuss the mental investment of mindset change of our hard market, the email reset, and being comfortable with being uncomfortable. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Claims Shift: Carriers Want Agents Back In The Conversation 11.03.2024

Shane and Tonya discuss changes that carriers are making in how they want agents to handle claims and are bringing agents back into the conversation. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

ACV vs Replacement Costs - And The Long-Term Effects The Insurance Industry 04.03.2024

Shane and Tonya discuss changes in roof coverage, having those conversations with your clients, and how it affects our industry long-term. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Taking A Leap of Faith: Our 200th Episode on Leap Day 29.02.2024

Shane and Tonya celebrate their 200th podcast on Leap Day and discuss having faith in yourself when starting your agency, growing your agency, and knowing there is no perfect time.  Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Rising Above Your Competition 26.02.2024

Shane and Tonya discuss your competitors tactics, and what you should be doing in response.  Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Client Expectations, Marketing Challenges, and Conversations 22.02.2024

Shane and Tonya discuss expectations of clients (and vice versa), commercials from The Big Game (and our marketing takeaways), and conversations with clients. Learn more at iaforward.com and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Measuring Success: Choosing Benchmarks and KPIs 19.02.2024

Shane and Tonya discuss how to measure success, keeping it simple, and being selective on business key performance indicators (kpi's) and benchmarks. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Instagram, and Facebook. Learn more at IntegraPartnerNetwork.com.

Profit & Loss, Cash Flow, and The "Not Fun" Financial Stuff 15.02.2024

Shane and Tonya discuss business financials, including free tools that are available, that an agency owner needs to be using for success. Learn more at iafoward.com, and follow IA Forward on LinkedIn, Instagram, and Facebook. Learn more at IntegraPartnerNetwork.com.

Executive Strategies from Abraham Lincoln 12.02.2024

Abraham Lincoln was an extraordinary leader, and modern-day business backs up his methods. Shane and Tonya discuss how to apply the lessons we learn from Lincoln to our agencies.  Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

The Loud Budgeting Trend and What It Means To Agency Owners 08.02.2024

The TikTok trend of Loud Budgeting has created a social media storm. Shane and Tonya discuss Loud Budgeting, what is means for your agency, and how to authentically use the trend in your marketing to Gen Z's and Millennials. Learn more at iaforward.com, and follow IA Forward on Facebook, Instagram, and LinkedIn. Learn more at IntegraPartnerNetwork.com.

Excess & Surplus Lines - The Good, The Bad, and The Stuff You Need To Know 05.02.2024

Shane and Tonya discuss the ins and outs of writing E&S insurance and what standard preferred agents need to know to be successful. Learn more at iaforward.com and follow IA Forward on LinkedIn, Instagram, Facebook, and Twitter/X. Learn more at IntegraPartnerNetwork.com.

Location, Location, Location - Does Your Agency Office Space Matter? 01.02.2024

Shane and Tonya discuss agency location options: from brick-and-mortar storefronts to co-working spaces, home offices, office buildings, and everything in between.  Learn more at iaforward.com and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

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