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

Christmas Bonuses, Client Gifts, and the Dreaded Holiday Open House 27.11.2023

Shane and Tonya discuss holiday business traditions:  what to focus on, what to let go, and how to use them effectively. Learn more at iaforward.com, and follow IA Forward on Facebook, Instagram, and LinkedIn. Learn more at IntegraPartnerNetwork.com.

The Thanksgiving Episode: Lessons From The Pilgrims For The Hard Market 23.11.2023

Shane and Tonya discuss the Mayflower expedition and what we can learn from the pilgrims to make our agencies successful in this hard market.  Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Overcoming FOPO and Be Successful Your Way 20.11.2023

Shane and Tonya discuss how other people's opinions can be a huge hindrance to success and how to overcome that challenge. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Talking InsurTech with Mike Boesl 16.11.2023

Shane and Tonya are joined by Mike Boesl of Agency Convoy to discuss technology, training, overcoming fear, and making decisions on what products your agency needs.  Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

An Attitude of Gratitude 13.11.2023

Tis the season for thankfulness, but in this hard market, it seems to be missing. Shane and Tonya discuss carrier challenges, having an attitude of gratitude, and the idea of "fake it till you make it." Learn more at iaforward.com, and follow IA Forward on LinkedIn, Instagram, and Facebook. Learn more at IntegraPartnerNetwork.com.

Sales Objections in the Hard Market 09.11.2023

Shane and Tonya discuss the different types of sales objections and how to authentically answer them.  Learn more at iaforward.com, and follow IA Forward on LinkedIn, Instagram, and Facebook. Learn more at IntegraPartnerNetwork.com.

The 4 S's to Success: Sales 06.11.2023

Shane and Tonya discuss sales, simplicity, authenticity, and how the Disney guest experience goals apply to us as independent insurance agents. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Instagram, and Facebook. Learn more at IntegraPartnerNetwork.com.

The 4 S's to Success: Strategy 02.11.2023

Shane and Tonya discuss strategy with carriers, carrier CEO salaries, commission reductions by carriers, what customers think about how you get paid, and how to set your goals strategically. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Changing the Customer Perception of the Insurance Agent 29.10.2023

Shane and Tonya discuss advertising, what people people expect from insurance agents, and how to change that perception personally. Learn more at iaforward.com, or follow IA Forward on Facebook, LinkedIn, and Instagram. Learn more at IntegraPartnerNetwork.com.

The 4 S's to Success: Systems 26.10.2023

Shane and Tonya discuss systems, automation, understand and expressing your why,  digging in to the products that you have, and what happens when it doesn't work. Learn more at iaforward.com and follow IA Forward on LinkedIn, Instagram, and Facebook. Learn more at IntegraPartnerNetwork.com.

Great Advice For Growing Your Agency with Beaux Pilgrim 23.10.2023

Great advice for running your agency successfully, including talking about virtual assistants, focusing on others, improving work/life balance, and attitude. Learn more at iaforward.com and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Agency Ownership Trifecta: Your Banker, Attorney, and CPA 16.10.2023

Shane and Tonya discuss the people you need as an agency owner, and why they are imperative to your success. Learn more at iaforward.com and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Great Advice and What We've Learned From Listening To It 12.10.2023

Shane and Tonya share the best pieces of business advice they have even been given - and how those thoughts have shaped their success. From finances to attitude, productivity to people, the best advice is that which gets repeated.  Learn more at iaforward.com and follow IA Forward on LinkedIn, Instagram, and Facebook. Learn more at IntegraPartnerNetwork.com.

Communication and The Plain Language Movement 09.10.2023

Shane and Tonya discuss how to build trust by not speaking "insurance," talking with clients when there is a language barrier, and how to minimize E&O exposure through communication.  Learn more at iaforward.com and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Just Keep Pushing - The Momentum Will Build 05.10.2023

Shane and Tonya discuss creating momentum in your agency, and what can happen when you just start pushing. Learn more at iaforward.com or follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

The 4 S's to Success: Service 02.10.2023

Shane and Tonya discuss having "the best service," why that's usually the industry minimum, and going beyond service to curate a fantastic customer experience. Learn more at iaforward.com and follow IA Forward on Instagram, LinkedIn, and Facebook. Learn more at IntegraPartnerNetwork.com.

The Tom Bradyfication of Your Insurance Agency 28.09.2023

Shane and Tonya discuss why the media keeps promoting "Tom Brady is coming out of retirement" stories, how we do the same things in our agencies, and how we can improve to become more successful. Learn more at iaforward.com and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Keeping Your Agency Safe When Carrier Ratings Change 25.09.2023

Shane and Tonya discuss how carrier rating changes can affect your agency, and what you need to do to protect yourself.  Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

College Football and The Hard Market - Are You Team Alabama or Colorado? 21.09.2023

There are numerous correlations between the 2023 college football season and the insurance hard market. Really. Shane and Tonya discuss the Alabamas and Colorados of the insurance world and how we can utilize both to make our agencies successful. Learn more at iaforward.com and follow us on Facebook, LinkedIn, and Facebook. Learn more at IntegraPartnerNetwork.com.

Playing Offense & Defense = Iron Man Insurance 18.09.2023

Shane and Tonya respond to the verbal abuse that an agent received in a Facebook group when asking a question regarding the hard market being profitable. Yes, we are playing heavy offense and defense! But why are agents attacking each other and how can we come out different on the other side of this challenge? Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram....

Does Your Agency Brand Really Matter? 14.09.2023

Shane and Tonya discuss branding your agency, where to spend money, how to spend time, what matters, and what doesn't.  Learn more at iaforward.com and follow IA Forward on Instagram, LinkedIn, and Facebook. Learn more at IntegraPartnerNetwork.com.

When Financial Professionals Use Insurance Agents As Their Scapegoat 11.09.2023

Ever wonder why so many professionals are fighting the insurance industry? Or maybe you didn't realize they were? Shane and Tonya discuss how other financial channels put the "blame game" on the insurance industry, and how we can respond. Learn more at iaforward.com, and follow IA Forward on Instagram, LinkedIn, and Facebook. Learn more at IntegraPartnerNetwork.com.

CEO Gone Rogue 07.09.2023

What happens when Shane gives insurance agents to opportunity to ask him anything? Listen to this episode and find out! Learn more at iaforward.com and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Getting Unstuck and Overcoming FOMO 04.09.2023

Shane and Tonya discuss ways to get "unstuck" as an agency owner, moving beyond FOMO, and getting past internal struggles to be successful. Learn more at iaforward.com and follow IA Forward on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Us vs Them: Perceptions of Exclusive Agents vs Independent Agents 31.08.2023

Shane and Tonya discuss consumer perceptions of exclusive versus independent agents, why are independent carriers allowing exclusive agency distribution, the profitability of agencies during the hard market, and having the producer versus business owner mindset. Follow IA Forward at on LinkedIn, Instagram, and Facebook and learn more at iaforward.com. Learn more at IntegraPartnerNetwork.com.

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