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

Halfway There: A Mid-Year Check In For Your Agency 16.07.2024

Shane and Tonya discuss the importance of mid-year check-ins to reassess goals, make necessary adjustments, find alternate uses for existing tools and resources, and adapt business strategies for long-term success. Learn more at IntegraPartnerNetwork.com.

Changing the Insurance Narrative: Positivity in a Negative World 09.07.2024

Shane and Tonya discuss the negative talk prevalent within the insurance industry,  strategies for promoting positivity, and the importance of a positive mindset in transforming conversations and customer interactions.  Learn more at IntegraPartnerNetwork.com.

Gen Z Insights with Olivia Bruno: From D1 Athlete to Insurance Intern 02.07.2024

A unique takeover episode featuring D1 Softball player Olivia Bruno, Kylie Lowry, and Tonya, discussing fresh perspectives on leadership, success, and the evolving role of Gen Z in the insurance industry. Learn more at IntegraPartnerNetwork.com.

Play The Game, Not the Occasion 25.06.2024

Shane and Tonya discuss the TV show  Welcome to Wrexham, and draw parallels to the insurance industry: emphasizing the importance of maintaining a consistent approach, rather than focusing on industry changes or market cycles; understanding one's niche; and playing the infinite game. Learn more at IntegraPartnerNetwork.com.

Growing Your Business During Turbulent Times 18.06.2024

From global issues affecting the insurance market to interpersonal challenges within your agency, Shane and Tonya discuss practical strategies to navigate and resolve conflicts effectively, leading with empathy and strength, and ensuring a thriving business environment.  Learn more at IntegraPartnerNetwork.com.

Are You Booked & Busy? 11.06.2024

Shane and Tonya discuss the pressure to equate busyness with success, the effects on mental health and work-life balance, their personal experiences of being overbooked, and finding fulfillment beyond the hustle. Learn more at IntegraPartnerNetwork.com.

From Salesperson to CEO: Mastering The Achievement Mindset 04.06.2024

 Shane and Tonya discuss the challenges of moving from a sales-focused mindset to a ownership role, the importance of building infrastructure, and developing leadership skills. Their conversation highlights the need for achievement-mindset producers to evolve their ownership approach, focusing on long-term business sustainability while still achieving personal growth and development.  Learn more a...

The W in SWOT Does Not Mean Worry 28.05.2024

Shane and Tonya discuss the Julie-ism of "Don't Create Your Worry," the worry cycle, and how it affects our lives and our independent insurance agencies.  Learn more at IntegraPartnerNetwork.com.

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.

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