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

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.

Agency Fees For Personal and Commercial Insurance - And Why The Polarization of Opinions 29.01.2024

Shane and Tonya discuss agency fees across personal and commercial lines, specialty,  lines, standard preferred,  non-standard auto, fee versus commission, and more. Learn more at iaforward.com, and follow us on LinkedIn, Instagram, and Facebook. Learn more at IntegraPartnerNetwork.com.

Creating the Work-Life Balance You Need 25.01.2024

Shane and Tonya discuss creating the work-life balance that you need to be successful with your agency and at home, and how that changes at different life-cycles in your business. Learn more at iaforward.com and follow IA Forward on LinkedIn, Instagram, and Facebook. Learn more at IntegraPartnerNetwork.com.

Should An Established Independent Agency Join An Agency Group? 18.01.2024

Shane and Tonya discuss the pros and cons of an established independent agency joining an agency group, what to look for, and the options available. Learn more at iaforward.com, and follow IA Forward to LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Should You Join an Agency Group When Starting A New Agency? 15.01.2024

Shane and Tonya discuss carrier access, technology assistance, and peer support available for agents starting a new independen agency from scratch.  Learn more at iaforward.com.  Learn more at IntegraPartnerNetwork.com.

Does Buying Leads Actually Work? 11.01.2024

Shane and Tonya discuss the results of the great "Lead Buying Experiment of 2023." Learn more at iaforward.com.  Learn more at IntegraPartnerNetwork.com.

The Annual Word of the Year Episode 08.01.2024

Shane and Tonya each reveal their word of the year and discuss beginning the new year with a focus and planning (instead of resolutions). Learn more at IntegraPartnerNetwork.com.

You Are Not Behind - The Year Is Just Starting! 04.01.2024

Why does it feel like you're already behind for 2024 and it's only January 4th(ish)? Shane and Tonya discuss what we should expect of ourselves and our agencies coming out of the holiday season, why we feel behind, and what changes we can make to move forward. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Happy New Year! Technology We Are Excited About (And Not Excited About) For 2024 01.01.2024

Shane and Tonya welcome 2024 by talking about trends in Insurtech, AI, and more. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Twixtmas: Saying Goodbye (and Good Riddance) to 2023 28.12.2023

Shane and Tonya look back on the highs and lows of the independent insurance industry in 2023, and look ahead to 2024. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

The Christmas Episode: Unwrapped With Julie and The Cute Boy 25.12.2023

Shane and Tonya are joined by their spouses, Julie and The Cute Boy, for a special "unwrapped" Christmas episode to tell their sides of the stories. Learn more about spouses working together successfully, personality differences between rainmakers and technicians, and lots of fun Christmas stories. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram. L...

Here's Your Sign: Marketing To Real People 21.12.2023

Shane and Tonya discuss how to clarify your marketing, signs, social media, and more. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

The Charlie Munger Mindset: Wisdom For Your Agency 18.12.2023

Shane and Tonya pay tribute to the late Charlie Munger, and his incredible mindset can help your agency grow. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

The One-Hour Business Plan For Success in 2024 14.12.2023

Shane and Tonya discuss the one-hour business plan, finding the ONE most important thing, and why it's important to your agency's success. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Staying Sane During The Holidays With Kylie Lowery 11.12.2023

Shane and Tonya are joined by Kylie Lowery to discuss ways to manage being an agency owner, spouse, and parent during the holiday season.  Learn more at iaforward.com, and Follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Insurance Agency Marketing Dos and Don'ts 07.12.2023

Shane and Tonya discuss a bizarre marketing campaign in Florida, the WKRP in Cincinnati Turkey Drop, and real, practical ways to market your agency successfully. Learn more at iaforward.com and Follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Santa's List Day and the Lists You Should Be Making For Your Agency 04.12.2023

As 2023 comes to a close, Shane and Tonya discuss the lists that make us productive and how to use them to prepare for success in the new year. Learn more at iaforward.com, or follow IA Forward on LinkedIn, Instagram, and Facebook. Learn more at IntegraPartnerNetwork.com.

Getting Noticed In the Home and Auto Insurance Crowd 30.11.2023

Are you looking for a way to stand out from the crowded market of insurance agents? Shane and Tonya discuss using pet insurance as a door opener to new clients. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

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