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?
Podcasts in the app Replaio Radio Coming soonPodcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts
Episodes
Quoting Is For The Weak: A Conversation with Charles Specht 15.07.2025 38:41
Charles Specht, host of the Millionaire Insurance Producer podcast, joins Shane and Tonya to discuss how independent agents can win bigger with commercial insurance through his unique “quoting is for the weak” approach to pre-prospecting, micro-niching and messaging. Learn more at IntegraPartnerNetwork.com.
Lessons from the Inside: What’s Working for Us 01.07.2025 31:13
Shane and Tonya sit down with Retail Director Tara Graham to share real-world lessons from inside the Integra “lab.” From evolving service roles and managing change to improving customer experience and boosting team morale during a hard market, the conversation gets honest about what’s worked—and what hasn’t. Whether you’re running solo or managing a growing team, you’ll walk away with practical t...
Midyear Micro Moves for Maximum Impact 24.06.2025 28:37
It’s halftime of 2025, and you’re still in the game! Shane and Tonya break down what winning agency owners do in the second half of the year with small shifts and smart strategy. Learn more at IntegraPartnerNetwork.com.
Renewal Isn’t Retention (Wait, What?) 17.06.2025 31:49
Just because a policy renewed doesn’t mean your client is loyal. Shane and Tonya discuss the surprising difference between renewals and retention, explore why insurance agents often confuse the two, and why that mindset is costing them long-term business. You’ll hear practical ideas for building stickiness, touchpoints that matter, and how communication style can make or break your retention strat...
Still Thinking About It? It’s Not Too Late 10.06.2025 25:15
You’ve built something, thinking about walking away, and are now asking, “Do I have it in me to start again” Shane and Tonya explore why starting over isn’t a step back, it’s a strategic move forward. With experience, clarity, and relationship capital on your side, this might be the smartest time to build your agency, your way. If you're still thinking about it, it’s not too late. Learn more...
Cash Out vs. Cash Flow: What is Your Retirement Plan? 03.06.2025 28:59
Selling your agency might sound like the ultimate success, but is it the best path for your financial future? Shane and Tonya discuss the options of cashing out or creating long-term, sustainable revenue. They explore what buyers are really looking for, how to structure your agency like an annuity, the emotional side of selling, and the hidden risks of “staying on” after the sale. Learn more at...
Micro Moves, Massive Results 27.05.2025 32:22
Big change isn’t always the answer. Shane and Tonya break down how small, strategic adjustments can create a massive impact on your agency. From tweaking processes to rethinking priorities, learn how to stay nimble, lead with clarity, and build momentum one micro move at a time. Learn more at IntegraPartnerNetwork.com.
Swing Big. Miss Big. Win Big. 13.05.2025 30:54
Great ideas don’t build successful agencies, action does! Shane and Tonya discuss why taking big swings (and sometimes missing) is the only way to truly grow. From overcoming analysis paralysis to tuning out the noise of social media “experts,” they share real-life stories and practical advice for agency owners ready to stop overthinking and start swinging for the fences. Learn more at IntegraPa...
From Burnout to Balance 06.05.2025 26:56
Shane and Tonya tackle the cultural obsession with busyness and unpack why a full calendar doesn’t always equal fulfillment. From personal stories to leadership lessons, they explore how agency owners can shift from hustle mode to healthy balance without sacrificing success. Learn more at IntegraPartnerNetwork.com.
More than a Green Jacket: Lessons from Augusta for Your Agency 29.04.2025 29:51
Shane and Tonya tee off with a conversation about what The Masters can teach us about agency ownership. From Rory McIlroy’s daughter reminding him, “You already know how to play golf,” to recognizing the value of your own strengths and systems, this episode is about presence, persistence, and trusting yourself. Learn more at IntegraPartnerNetwork.com.
Visibility or Sustainability? Defining Your Agency’s Path 22.04.2025 30:11
Shane and Tonya discuss the rise of insurance influencers, the pressure to chase visibility over sustainability, and the challenge of rethinking your agency’s direction to create a business that aligns with your goals and works for you. Learn more at IntegraPartnerNetwork.com.
Resilience, Relationships & Real Conversations 15.04.2025 34:58
Resilience isn’t just a word, it’s a way of showing up when things get tough. In this episode, Shane and Tonya dive into what resilience really looks like in the independent agency world, why relationships matter more than ever, and how honest conversations can move your business forward. Learn more at IntegraPartnerNetwork.com.
What AI Really Means for Independent Agents (with Chad Jackson and Justin White) 08.04.2025 28:20
Shane and Tonya talk AI in the independent insurance channel with special guests Chad Jackson and Justin White of Strawberry Antler. From automating quoting to solving real agency problems, they explore how AI can transform the way small and midsize agencies operate, why AI isn’t as intimidating as it sounds, and how it can turn efficiency into opportunity. Learn more at IntegraPartnerNetwork.com...
Fees & Fumbles: Avoiding E&S Mistakes 01.04.2025 24:34
Excess and surplus lines (E&S) can open up new opportunities, but it also comes with its own set of challenges. Shane and Tonya break down the common fumbles agents make, share how to avoid costly mistakes, decide when to say no, and discuss how build the processes that make E&S business work for your agency. Learn more at IntegraPartnerNetwork.com.
Don’t Lose Your Agency Identity at Baggage Claim 25.03.2025 29:02
When Southwest Airlines starts charging for checked bags, it’s more than a policy change; it’s a brand identity crisis. Shane and Tonya discuss how staying true to your agency’s unique strengths, rather than chasing trends or comparisons, is the key to long-term success and avoiding burnout. Learn more at IntegraPartnerNetwork.com.
Own Your Business, Don’t Let It Own You: The Power of JOMO 18.03.2025 27:54
What if the real key to success is JOMO (the Joy of Missing Out)? Shane and Tonya break down how to stay focused, make intentional decisions, and let your business serve you—rather than the other way around. Learn more at IntegraPartnerNetwork.com.
Don't Just Complain, Create Change: How Agents Can Shape the Industry 11.03.2025 25:14
Feeling frustrated with the lack of control in the insurance industry? Shane and Toya discuss how independent agents can move beyond frustration and take action. From carrier councils to industry advocacy, learn how to create real change for your agency and the industry. Learn more at IntegraPartnerNetwork.com.
We’re Here to Run A Business with Aaron and Justin Husman 04.03.2025 38:50
Shane and Tonya sit down with Justin and Aaron Husman of The Phoenix Insurance to discuss the mindset shift from “helping people” to strategically running a successful agency. They discuss building a business with intention, protecting your time, selecting employees and clients, and making decisions that set your agency up for real growth and profitability. Learn more at IntegraPartnerNetwork.com.
60-Second Stories: Selling Insurance With Real-Life Lessons 25.02.2025 28:46
The best way to connect with clients is through storytelling, not by being boring or overly technical. Shane and Tonya discuss into the power of 60-second stories that turn real-life lessons into personal, memorable, and successful sales moments. Learn more at IntegraPartnerNetwork.com.
Fail. Learn. Grow. Repeat. Celebrate. 18.02.2025 31:21
Does agency size determine success? Shane and Tonya break down the challenges of scaling, the myths around agency size, and why success isn’t one-size-fits-all. In this special anniversary episode, they reflect back on lessons learned over the last three years on IA Forward, and what it really takes to build an agency that works for you long-term. Learn more at IntegraPartnerNetwork.com.
The Power of Personalization with Kristyn Klaes and Kylie Lowery 11.02.2025 26:21
Tonya is joined by Kristyn Klaes and Kylie Lowery to explore the power of personalization in the insurance industry, strategies for making every client interaction meaningful, and setting your agency apart from the competition. They discuss how building genuine relationships with clients leads to long-term loyalty, stronger retention, and increased trust—especially in a challenging market. Learn...
Resilience: How to Thrive Through Challenges 04.02.2025 27:03
Shane and Tonya explore what it takes to thrive through challenges, from navigating a hard market to managing client expectation, and reveal their Words of the Year for 2025. Tune in for insights on staying steady, pushing forward, and embracing the opportunities that come with adversity. Learn more at IntegraPartnerNetwork.com.
From Mac and Cheese to McLaren: Financial Expectations of Success 28.01.2025 26:21
Shane and Tonya explore the shifting perceptions of financial success, diving into surprising salary and net worth expectations. Listen for insights on building realistic goals, managing "expense creep," and finding true financial fulfillment in business and life. Learn more at IntegraPartnerNetwork.com.
Follow the Directions (Or Skip Them): Balancing Tradition With Innovation 21.01.2025 27:18
Shane and Tonya dive into the eternal struggle between following directions and blazing your own trail. From puffer jackets to agency best practices, they explore how independent agents can balance tradition with innovation to drive success. Learn more at IntegraPartnerNetwork.com.
From Comfort Zones to Milestones: Celebrating 250 Episodes of IA Forward Insights 14.01.2025 41:09
Celebrate with Shane and Tonya in the 250th episode of IA Forward! From the power of discipline over motivation to the best way to create a "stop-doing list," this one is full of practical insights, a look back at the most popular episodes, and a thank you to the listeners who made it all possible. Learn more at IntegraPartnerNetwork.com.
Similar podcasts
Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.