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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Exhibiting the relevance of an old Book, written thousands of years ago called the Bible. This podcast will view real life today through A Biblical Perspective.
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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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Growing Your Business During Turbulent Times
26:17
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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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From Salesperson to CEO: Mastering The Achievement Mindset
26:30
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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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Shane and Tonya discuss the Julie-ism of "Don't Create Your Worry," the worry cycle, and how it affects our lives and our independent insurance agencies. 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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Finding The Solution For What Annoys You The Most
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Shane and Tonya discuss pinpointing the stress points in your agency, figuring out the specific problem, and finding the solution. 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.By Shane Tatum and Tonya Lied
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The Big Deal About Dwelling Fire (And Why It Matters To Your Agency)
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Shane and Tonya discuss the importance of balancing your book - and what carriers are doing about it. 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.By Shane Tatum and Tonya Lied
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Shane and Tonya discuss the DBW principle and what independent insurance agents are doing to find success in the hard market. 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.By Shane Tatum and Tonya Lied
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Think Long-Term, But Sometimes You Need A Win NOW
26:11
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Shane and Tonya discuss needing a win now, the comparison game, agency growth, and the business owner versus sales mindset. 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.By Shane Tatum and Tonya Lied
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Leveraging Spring Opportunities For Agency Promotion
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Shane and Tonya discuss how to get the best return on investment for spring marketing opportunities. 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.By Shane Tatum and Tonya Lied
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What The State Farm Downgrade Means For The Independent Channel
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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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Diplomacy: Building, Strengthening, and Repairing Carrier Relationships
26:41
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Shane and Tonya discuss building, strengthening, and repairing relationships with insurance carriers. 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.By Shane Tatum and Tonya Lied
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Management Versus Leadership - And Why You Need Both
26:52
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Shane and Tonya discuss the differences between management and leadership, why you need both, and how to motivate your people (and yourself) to succeed. 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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1
Compensation, Agency Culture, and Keeping Your People Happy
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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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Telematics, Risk Evaluation, and Car Companies Selling Data
27:07
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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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The Comfort Zone: Getting Comfortable With Being Uncomfortable
26:35
26:35
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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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Walks vs Strikes: Why Understanding "Your Pitch" Is Important
27:16
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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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Hard Market Mindset: Claiming This As "Our Market"
27:12
27:12
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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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Claims Shift: Carriers Want Agents Back In The Conversation
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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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ACV vs Replacement Costs - And The Long-Term Effects The Insurance Industry
26:39
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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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Taking A Leap of Faith: Our 200th Episode on Leap Day
25:52
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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 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. 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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Client Expectations, Marketing Challenges, and Conversations
26:58
26:58
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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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Measuring Success: Choosing Benchmarks and KPIs
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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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Profit & Loss, Cash Flow, and The "Not Fun" Financial Stuff
26:48
26:48
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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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1
Executive Strategies from Abraham Lincoln
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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 Loud Budgeting Trend and What It Means To Agency Owners
27:17
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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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Excess & Surplus Lines - The Good, The Bad, and The Stuff You Need To Know
26:23
26:23
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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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Location, Location, Location - Does Your Agency Office Space Matter?
26:42
26:42
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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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Agency Fees For Personal and Commercial Insurance - And Why The Polarization of Opinions
26:18
26:18
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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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Should An Established Independent Agency Join An Agency Group?
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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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Should You Join an Agency Group When Starting A New Agency?
25:46
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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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Shane and Tonya discuss the results of the great "Lead Buying Experiment of 2023." 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.By Shane Tatum and Tonya Lied
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Shane and Tonya each reveal their word of the year and discuss beginning the new year with a focus and planning (instead of resolutions). 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.By Shane Tatum and Tonya Lied
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You Are Not Behind - The Year Is Just Starting!
25:28
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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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Happy New Year! Technology We Are Excited About (And Not Excited About) For 2024
26:19
26:19
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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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1
Twixtmas: Saying Goodbye (and Good Riddance) to 2023
26:33
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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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The Christmas Episode: Unwrapped With Julie and The Cute Boy
48:33
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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…
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1
Here's Your Sign: Marketing To Real People
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27:46
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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. 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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1
The Charlie Munger Mindset: Wisdom For Your Agency
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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. 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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The One-Hour Business Plan For Success in 2024
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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. 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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Staying Sane During The Holidays With Kylie Lowery
25:57
25:57
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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. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on Linke…
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1
Insurance Agency Marketing Dos and Don'ts
25:30
25:30
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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. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and fol…
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Santa's List Day and the Lists You Should Be Making For Your Agency
24:56
24:56
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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. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on …
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Getting Noticed In the Home and Auto Insurance Crowd
24:08
24:08
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24:08
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. IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and fol…
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Christmas Bonuses, Client Gifts, and the Dreaded Holiday Open House
26:27
26:27
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26:27
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. 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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The Thanksgiving Episode: Lessons From The Pilgrims For The Hard Market
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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. 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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Overcoming FOPO and Be Successful Your Way
27:31
27:31
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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. 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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