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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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