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

Simplify, Automate, and Use Your Technology Effectively 01.06.2023

As your agency grows, things can get complicated fast. Shane and Tonya discuss why it's imperative to keep it simple, automate where possible, and use the technology that you have before purchasing more. Learn more at iaforward.com and follow us on LinkedIn, Instagram, and Facebook. Learn more at IntegraPartnerNetwork.com.

FAQ on Mergers & Acquisitions 29.05.2023

Looking to buy a book of business? Want to set your agency up for success when it's time to sell?  Shane and Tonya discuss M&A do's and don'ts. Learn more at iaforward.com and follow us on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Be An Authentic Chameleon 25.05.2023

It may sound like an oxymoron, but being an authentic chameleon should be your goal in the insurance business. Shane and Tonya discuss asking the right questions,  figuring out what is most important to clients, and remembering that you are THAT GOOD.  Learn more at iaforward.com and follow us on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Energy Management Versus Time Management 22.05.2023

As an agency owner, managing your energy is even more important than managing your time. Shane and Tonya discuss choosing who and what deserves your energy and how to reduce energy draining activities. Learn more about IA Forward at iaforward.com, and follow us on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

How To Survive Your First Year As An Agency Owner 18.05.2023

From financial to psychological, clients to carriers, and everything else, Shane and Tonya discuss what it takes to survive your first year as an independent insurance agent. This is a great listen for an agency refresh, too! Learn more about IA Forward at iaforward.com, or follow us on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Exit Strategy To Start A New Agency (For Producers & Agency Owners) 15.05.2023

Leaving to start your own agency can be a stressful process, for the producer and the agency owner. Shane and Tonya discuss best practices for both sides to be successful before, during, and after.  Learn more about IA Forward at iaforward.com and follow us on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Lessons for Business from Bull Durham 11.05.2023

Shane and Tonya discuss the business brilliance of Bull Durham, overcoming a slump, getting out of your head, and micro-adjustments. Learn more at iaforward.com, or follow IA Forward on LinkedIn, Instagram, and Facebook. Learn more at IntegraPartnerNetwork.com.

Creating Long-Term Clients Through Claims 08.05.2023

Shane and Tonya discuss using the claims process client experience to increase client satisfaction and gain referrals.  Learn more about IA Forward at iaforward.com or on Facebook, LinkedIn, or Instagram. Learn more at IntegraPartnerNetwork.com.

Avoiding the Pitfalls in Surplus Lines 04.05.2023

Shane and Tonya talk best practices on surplus lines, premium finance options, agency bill, auditable policies, sweep and premium accounts, and things that are a big more "hairy." Learn more about IA Forward at iaforward.com or on LinkedIn, Instagram, and Facebook. Learn more at IntegraPartnerNetwork.com.

Playing Defense in a Hard Market 01.05.2023

Since the hard market is here to stay longer than expected, Shane and Tonya talk about the best ways to play defense to maintain clients. Learn more about IA Forward at iaforward.com and follow us on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

The Second "Ask Shane" Episode 27.04.2023

In this episode of "Ask Shane," we cover the insurance score, direct mail, hiring and training, selling cyber insurance, carrier reps, training our customers, and more.  Learn more about IA Forward at iaforward.com or on LinkedIn, Instagram, and Facebook.  Learn more at IntegraPartnerNetwork.com.

Your Agency Brand - And Does It Matter? 24.04.2023

Shane and Tonya discuss the mistakes that they have made regarding branding, what they have learned, and how it can help you save time and energy.  Learn more about IA Forward at iaforward.com or follow on LinkedIn, Facebook, and Instagram. Learn more at IntegraPartnerNetwork.com.

Stop Quoting! Why Are You Bidding On Business? 20.04.2023

Shane and Tonya talk about shifting from the quoting mindset and price bidding wars for business.  Follow the IA Forward community of insurance agents on LinkedIn, Facebook, and Instagram, or learn more at iaforward.com.  Learn more at IntegraPartnerNetwork.com.

Rejection, Ghosting, and LSU Women's Basketball 17.04.2023

Shane and Tonya discuss handling the disappointment of rejection, how to handle a prospect "ghosting" you, and how we accidentally ghost prospects, and the NCAA National Champion LSU Women's Basketball team.  Join the IA Forward community of insurance agents on LinkedIn, Facebook, and Instagram, or learn more at iaforward.com.  Learn more at IntegraPartnerNetwork.com.

Social Media, Your Personal Brand, and Tonya's Experience With A Personal Trainer 13.04.2023

Shane and Tonya discuss creating your personal brand, social media, and how it affects your business. Inspired by Tonya's recent experience with a personal trainer matchup gone awry. Join the IA Forward community of insurance agents on LinkedIn, Facebook, and Instagram, or learn more at iaforward.com.  Learn more at IntegraPartnerNetwork.com.

Carrier Relationships and MLB's New Rules 10.04.2023

Shane and Tonya discuss the importance of a long-term partnership strategy between insurance carriers and their agents. Follow the IA Forward community of agents on LinkedIn, Facebook, and Instagram, or learn more at iaforward.com. Learn more at IntegraPartnerNetwork.com.

Let's Talk Life Insurance with Jeff Havard and Robby Jabbour (The Bromance Episode) 06.04.2023

Want to successfully add life insurance products to your portfolio? Shane and Tonya talk with Jeff Havard, Regional Coordinator for National Farm Life Insurance, and Robby Jabbour, life and health insurance guru. From relationship building, leading with life insurance, golf games, and marketing, this episode will keep you laughing. Follow the IA Forward community of insurance agents on LinkedIn, F...

It's Profit Sharing Season! 03.04.2023

Let's Celebrate! Shane and Tonya discuss how to maximize your agency's profit sharing / contingency bonus opportunities.  Follow the IA Forward community of insurance agents on LinkedIn, Facebook, and Instagram, or learn more at iaforward.com.  Learn more at IntegraPartnerNetwork.com.

Balancing Relationship and Automation with Beaux Pilgrim 30.03.2023

Shane, Tonya, and special guest Beaux Pilgrim discuss the balance of automation and relationship building to create more time for your team members while creating long-term client relationships.  Beaux Pilgrim is the founder of IA Blueprint, a unique Virtual Assistant organization specialized for the independent agent, as well as owner of Reed Insurance in Vidalia, Louisiana.  Follow the IA Forwar...

How Old Is Too Old To Start Over? 27.03.2023

Shane and Tonya discuss mindset, energy, financial stability, and goals necessary to start a new agency - at any age. Follow the IA Forward community of agents on LinkedIn, Facebook, and Insta, or learn more at iaforward.com.   Learn more at IntegraPartnerNetwork.com.

How To Keep Good Employees 20.03.2023

Finding great team members for your agency is difficult - here are some ideas on how to keep them. Shane and Tonya discuss employee retention concepts from two very different perspectives.  Follow the IA Forward community of insurance agents on LinkedIn, Instagram, and Facebook, or learn more at iaforward.com.  Learn more at IntegraPartnerNetwork.com.

The "Ask Shane" Episode 16.03.2023

Shane answers questions from agents about purchasing an agency, CIC tips and tricks, what to do when going on vacation, how to handle unpleasant clients, being licensed in multiple states, and more.  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 and Hiring the Right Candidates 13.03.2023

Are you wanting to hire staff for your agency, but want to make sure you've got it right? Shane and Tonya discuss how to find the right people to fit your culture, interviewing and screening ideas, and training. Join the IAForward community of insurance agents on Facebook, LinkedIn, and Instagram, or learn more at iaforward.com  Learn more at IntegraPartnerNetwork.com.

Remote & Hybrid Working Environments Post-Covid 09.03.2023

What should you agency work environment look like? How is hiring affected by remote and hybrid work? Having difficulty getting team members back in the office? Should I keep my storefront? Shane and Tonya tackle these questions and more in their discussion on post-Covid work environments.  Follow IA Forward community on LinkedIn, Facebook, and Instagram, or learn more at iaforward.com.  Learn more...

Our 100th Episode - And What We've Learned About Starting Something New 06.03.2023

Fear of sounding stupid? Not sure what you're doing? Completely out of your comfort zone? If you've ever had these thoughts about starting something new, this is the episode for you! Follow the IA Forward community of agents on LinkedIn, Facebook, and Instagram, or learn more at iaforward.com.  Learn more at IntegraPartnerNetwork.com.

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