IA Forward
Shane Tatum and Tonya Lied
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About This Podcast
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
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Recent Episodes
S1E320 How Customers Really Find an Insurance Agent
Everyone knows how to find Flo, the Geico Gecko, or Jake from State Farm. But how do customers actually find an independent insurance agent?One of the biggest challenges (and greatest opportunities)…
S1E319 The Market Is Stabilizing. Are You? - With Mitzi Fox
The hard market forced a lot of agencies into survival mode. We became insurance hostage negotiators for frustrated clients. But as the market begins to stabilize, this is our opportunity to remember…
S1E318 AI Is Here. No Panic Required.
IA Forward tackles one of the biggest questions facing independent insurance agencies right now: Is AI going to replace traditional agency roles? From CSRs and account managers to producers and…
S1E317 Built Your Way: Questions Every Exclusive Agent Should Ask Before Going Independent
Thinking about making the leap from being an exclusive agent to independent agency ownership? The right questions matter. Tonya, Mike, and Robby Jabour discuss what exclusive agents need to know…
S1E316 Non-Resident Licensing: Are You Growing or Chasing?
This episode talks real strategy behind non-resident licensing: when expansion makes sense and when it becomes a costly distraction. From holding on to relocating clients, to the temptation of…
S1E315 The Secret to Growing a Successful Insurance Agency
Everyone wants the secret to growing a successful agency. Here’s the truth: there isn’t one. Shane, Mike, and Tonya break down what actually drives growth (and it’s not a magic strategy, a viral…
S1E314 Think Like a Business Owner, Prepare Like an Athlete
What do successful agency owners and elite athletes have in common? More than you might think. Emma Tatum joins Shane, Mike, and Tonya to talk about creating momentum through stoic leadership. From…
S1E313 Building the Business Behind the Bonus, Part Two: Profit Sharing Strategy
What can agency owners actually do to improve future contingency and profit-sharing results? From retention and carrier alignment to policy-per-customer growth and the hidden cost of remarketing,…
S1E312 Building the Business Behind the Bonus: The Truth About Profit Sharing, Part One
Why do some agencies benefit from contingency bonuses, while others never see them? The answer may not be what you think. Episode 312 isn’t about chasing a bonus check, it’s about building a business…
S1E311 Can Your Agency Run Without You?
What really happens in your agency when you walk out the door? Do things keep moving? Or does everything stop and wait on you? Tonya and Mike look at what it means to build an agency that can…
S1E310 Office, Hybrid, or Fully Remote: Designing Your Agency Your Way
There’s no one-size-fits-all answer when it comes to agency structure (and that's the point of an independent insurance agency). It’s not about what’s "normal," it's about what works for you and your…
S1E309 Start Now or Sit Still: Building Your Agency in Uncertain Times
In today’s unpredictable economic climate, many insurance professionals are asking the same question: Is now really the right time to start an independent agency? We talk mindset, strategy, and the…
S1E308 From Survival to Thriving
Independent insurance agency owners balance tension between short-term pressure and long-term growth, trying to survive, scale, and stay sane.This episode challenges why so many owners overcommit…
S1E307 Base Hits Build Better Agencies
Everyone loves the home run. The viral moment. The massive account win. The big splash that makes headlines. But great agencies aren’t built on home runs. They’re built on base hits.In this episode,…
S1E306 Hire Your Weakness, Scale Your Strength
Growth isn’t about hiring more of you. It’s about building an agency that works without you. One of the most misunderstood growth decisions in independent agencies is hiring yourself versus hiring…
S1E305 Random Revenue Versus Profit: Being A Strategic Dabbler
For years, Shane has said don't dabble. Now, he is saying, "Do it smart." We discuss the difference between reckless dabbling and strategic expansion, and why being an informed dabbler may be the…
S1E304 If Don't Tell Your Story, Someone Else Will
Silence creates assumptions, and assumptions spread fast. In this four-year anniversary episode, we discuss how perception forms in the absence of communication, and if you don’t define who you are,…
S1E303 Turning Connections into Clients
If you’re tired of chasing quotes and ready to build a book of business through connection, this episode will change how you think about growth. We discuss how to “get your competition fired” without…
S1E302 What Independent Agents Should Expect From a Network
Choosing the right agency network can shape your agency’s growth, profitability, and long-term success, but most agents are only looking at how many carriers they get and the commission split. We're…
S1E301 Can Agency Owners Really Take a Vacation?
Agency owners are constantly told they need to take time off. But when your name is on the door, your clients are calling, and claims don’t pause for beach trips, what does “time off” actually look…
Frequently Asked Questions
IA Forward has published 322 episodes since February 2022, covering topics in Business, Entrepreneurship.
IA Forward is currently highly active with new episodes weekly. Average episode length is 25m.
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