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
Author
Shane Tatum and Tonya Lied
Category
Podcast website
Latest episode
Jul 7, 2026
Where to listen?
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Episodes
Are Conferences Worth The Investment? 02.03.2023 24:56
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 23:11
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 24:10
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 22:18
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 25:32
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 25:32
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 23:58
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 25:27
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.
Working With Clients Through Language Barriers 30.01.2023 22:46
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 24:21
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 25:42
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 23:30
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 25:34
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 23:53
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 25:54
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 25:22
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 25:35
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 25:27
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 23:59
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 23:09
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 25:44
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 24:19
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 25:30
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 25:13
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 25:02
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.
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