Shane Tatum and Tonya Lied

IA Forward

Business EN ↓ 326 episodes

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

Business

Podcast website

www.iaforward.com

Latest episode

Jul 7, 2026

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Episodes

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...

Why Small Business Commercial Lines Should Be The Next Step in Growing Your Agency 31.10.2022

Shane and Tonya discuss the who, what, when, where, and especially the why of adding small business commercial lines to your agency.  Join our IA Forward community of insurance agents on your favorite social media channels, or learn more at iaforward.com.  Learn more at IntegraPartnerNetwork.com.

Accolades, Awards, Letters Behind Your Name, and the Forbes Business Council 27.10.2022

Shane and Tonya discuss if accolades and memberships are important to growing your business and if educational letters behind your name are meaningful to your customers.  Join our IA Forward community of entrepreneurial insurance agents on LinkedIn, Instagram, and Facebook, or learn more at iaforward.com.  Learn more at IntegraPartnerNetwork.com.

Independent versus Captive / Exclusive - Who Wins? 24.10.2022

Shane and Tonya discuss the pros and cons of joining the independent channel versus the exclusive / captive channel.  Join the IA Forward group of insurance agents on Linkedin, Facebook, and Instagram, or learn more at iaforward.com.  Learn more at IntegraPartnerNetwork.com.

Earning Professional Respect as a Risk Manager 20.10.2022

Shane and Tonya discuss why independent insurance agents deserve the same respect as attorneys, physicians, and CPAs, and what we can do to develop that as risk managers. Join the IA Forward community of insurance agents on Linkedin, Facebook, and Instagram, or learn more at iafoward.com. Learn more at IntegraPartnerNetwork.com.

Your Agency Is Not a DIY Project 17.10.2022

Do you really need an attorney, a CPA, a banker, and an insurance agent? Shane and Tonya discuss the professionals that you need for long-term success, why DIY is not a great idea, and that yes, you need an insurance agent. Join the IA Forward community of insurance agents on social media, or learn more at iaforward.com. Learn more at IntegraPartnerNetwork.com.

Adopting a Championship Mindset as an Agency Owner 13.10.2022

Shane and Tonya discuss what it means to be a "winner" in your agency and why adopting a championship mindset is key to success.  Join the IA Forward group of insurance agents on Linkedin, Instagram, and Facebook, or learn more at iaforward.com Learn more at IntegraPartnerNetwork.com.

Creating Realistic Expectations, Playing the Comparison Game, and Betting On Yourself 10.10.2022

Shane and Tonya discuss how to set up realistic goals for your agency, and why you should stop playing the comparison game and bet on yourself. Join the IA Forward community of insurance agents on Facebook, Linkedin, and Instagram, and learn more at iaforward.com. Learn more at IntegraPartnerNetwork.com.

The Fear of Failure, What Ifs, and Colt McCoy 06.10.2022

Shane and Tonya discuss "what if's," when starting your agency, why regrets are a waste of energy, and why the fear of failure is so prevalent.  Join the IA Forward community of insurance agents on Instagram, LinkedIn, and Facebook, or learn more at iaforward.com. Learn more at IntegraPartnerNetwork.com.

Bridging the Digital Divide and Choosing the Right Words with Kylie Lowery 03.10.2022

Shane and Tonya are joined by special guest Kylie Lowery to discuss helping your agency bridge the technology / digital divide between generations, as well as the importance of choosing the right words for more precise communication.  Join the IA Forward community of insurance agents on LinkedIn, Facebook, and Instagram, or learn more at iaforward.com. Learn more at IntegraPartnerNetwork.com.

Finding Contentment, Being Driven, and Tom Brady 29.09.2022

How do you find contentment when you are driven to be successful? Shane and Tonya discuss how to find contentment when growing your agency, honoring commitments to yourself and others, and the importance of acknowledging the difference between commitment and interest. Join the IA Forward community of insurance agents on Linkedin, Facebook, and Instagram, or learn more at iaforward.com. Learn more...

Thoughts When Starting a New Agency (or Getting One Back on Track) with Tara Graham 26.09.2022

Thinking about starting an agency? Or has your agency maybe gotten a bit "off track?" Shane and Tonya talk with Tara Graham, a 20+ year veteran of the independent insurance industry and Retail Director for Integra Insurance Services. Join our IA Forward community of agents on Linkedin, Facebook, and Instagram, or learn more at iaforward.com. Learn more at IntegraPartnerNetwork.com.

Expecting Everyday to Be Amazing is Unrealistic 22.09.2022

Shane and Tonya discuss the expectations of owning a business and becoming the Chief Translation Officer for your agency. Join the IA Forward community of agents on Facebook, Instagram, and Linkedin, or learn more at iaforward.com Learn more at IntegraPartnerNetwork.com.

Business Lessons Learned from Fantasy Football with Robby Jabbour 19.09.2022

Ever wondered if those hours spent playing fantasy football can help with starting your agency? Shane and Tonya welcome Robby Jabbour as their guest to discuss stress factors, business questions, and choosing the right partner to start your agency. Interested in talking with Robby about owning an independent agency? Email him at robby@integraagent.com. Learn more at IntegraPartnerNetwork.com.

Excuses, Rate Increases, and Derek Jeter 15.09.2022

Are you struggling with how to best handle rate increases? Shane and Tonya discuss excuses, reasons, and facts, along with inspiration from Derek Jeter. Join the IA Forward community of insurance agents on Linkedin, Instagram, and Facebook, or learn more at iaforward.com. Learn more at IntegraPartnerNetwork.com.

Dedication, FOBO, and the Florida State Football Fan 12.09.2022

What if we were as dedicated to building our agencies the right way as we are to our favorite sports teams? Shane and Tonya celebrate the beginning of college football season talking about dedication and how FOBO (the fear of better offers) can distract us from what it takes to be successful. Join the IA Forward community of agents on Linkedin, Instagram, and Facebook, or learn more at iaforward.c...

Marketing Strategy, Imitation, and Do You Respond or React? 08.09.2022

Shane and Tonya discuss finding your unique marketing strategy, what happens when someone else decides to use your great idea, and the difference between responding and reacting.  Join the IA Forward community on Facebook, Instagram, and Linkedin, or learn more at iaforward.com. Learn more at IntegraPartnerNetwork.com.

Frustration, Being a Bull Durham Lollygagger, and Enjoying the Journey 05.09.2022

Shane and Tonya discuss why the frustration in the journey is preparing you for the next steps, and why they would be called "Lollygaggers" in the movie Bull Durham.  Join the IA Forward community of insurance agents on Facebook, Linkedin, and Instagram, or learn more at iaforward.com. Learn more at IntegraPartnerNetwork.com.

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