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IA Forward

Shane Tatum and Tonya Lied

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The Independent Insurance Agency Playbook: The insurance business is all about playing an infinite game. Shane and Tonya discuss how to play the long-term game of being a successful agent and creating a culture of freedom for yourself.
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Our mission is to provide our listeners with authentic conversations with interesting people, covering a wide range of topics from personal growth, entrepreneurship and lifestyle improvement, all while keeping it entertaining and informative.
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Mike Gruley, is the founder of 1 Vision Advisors, LLC and an EOS Worldwide Franchisee. He is a 35+ year entrepreneur that has successfully built several businesses from start-up to national scale. Over the past three decades, Mike has contributed to several businesses and organizations, both national and international, as an owner, board member, or…
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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. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Face…
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Brandon "Officer" Tatum is one of the biggest voices in the conservative movement in the U.S with over 5 million followers across all platforms. We talk about his journey getting to where he is now, we get real about Trump, and talk about other issues like Fauci, Kaitlin Clark, and everything in between. Thank You For You Support! @TheOfficerTatum …
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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. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Ins…
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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. IA Forward to can help you take your agency from good to great. Le…
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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. IA Forward to can help you take your agency from good to great. Learn more at i…
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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. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook,…
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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 achievi…
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Why is there so much tension between the police and the community? Is is all true? Or is it all just media propaganda? Mike Edwards was a police officer in Michigan for 11 years before changing careers a few years ago. In this episode, I ask Mike questions that most people have when it comes to cops, community, and what is really true, even if it's…
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Joel Berry, Managing Editor of the Babylon Bee wrote an article that got the Bee Banned from Twitter in 2022. Which was the final straw in causing Elon Musk to start pursuing purchasing Twitter. In this episode, Joel gives the behind the scenes of what went down in this epic story. We also talk about the importance of comedy, truth, and faith. This…
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Step into a world of invention and engineering with Shane , where autonomous vehicles become a reality. This episode explores the excitement, hurdles, and the process of designing a driverless shuttle in just a 100-day period. Shane shares intimate accounts of his engineering journey - from being an integral part of Ford to launching NIFT, a compan…
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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. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.…
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Thank You Everyone for Watching! Trevor is a YouTube strategy expert who recently left his corporate career to dive in world of entrepreneurship. In this episode, Trevor shares valuable insights from his experiences working with major brands like NBC, and how he helped them shape successful YouTube content strategies. We also explore his journey - …
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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. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Insta…
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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. IA Forward to can help you take your agency from good to great. Lear…
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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. IA Forward to can help you take your agency from good to great.…
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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. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com…
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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. IA Forward to can help you take your agency from good to great. Learn m…
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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. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forwa…
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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. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forw…
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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. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on Link…
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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. IA Forward to can help you take your agency from good to great. Learn more at ia…
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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. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow…
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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. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forw…
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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. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on Linked…
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Enjoy The Episode? Support More Of Wes's Work Here: https://wesdavenport.substack.com/ In this episode we explore the intricacies of economics, politics, and voting behaviors with Wes, a dedicated sports enthusiast and holder of a master's degree in economics from George Mason University. Transitioning from his renowned sports podcast to his expert…
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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. IA Forward to can help you take your agency from good to great. Learn more at iafo…
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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. IA Forward to can help you take your…
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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. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on L…
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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. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and f…
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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. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow I…
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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. IA Forward to can help you take your agency from good to great. Learn more at iafo…
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Have you ever wandered what Crypto Currency really is, and if it is something that you should care about? Is it a scam? Is it fake? What is it? Is it something worth investing in? I ask all these questions and more in today's episode with Austin Hunt. Austin is an avid Crypto investor and believer. While I had my doubts, this conversation really he…
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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. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forwa…
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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. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.…
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Have you ever wondered why you aren't losing weight? Or you lose weight, but you can't keep it off? Today, you will get an answer to those questions. If you are interested in checking out Ben's channel and subscribe here! https://www.youtube.com/@UC-HlfYr-0DlfU7X3Zw0WI7w To say that this podcast today was informative is in understatement. It was in…
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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. …
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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. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.…
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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. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and …
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