IA Forward

IA Forward

By Shane Tatum and Tonya LiedBusinessEntrepreneurshipManagement
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IA Forward episodes

  • "It's Probably Going to Be Okay" is the Worst Thing You Can Say

    Sometimes the biggest problems in an insurance agency don’t start with a giant red flag. They start with the little yellow ones we notice, question for a second, and then choose to ignore. We discuss the warning signs agents shouldn’t overlook: from clients who want you to bend the rules,  stories that don’t quite add up, last-minute emergencies, and those moments when your gut is simply telling you something isn’t right.

    Plus, Mike’s lack of an SEC allegiance is officially declared a yellow flag, and he’s forced to choose a team for the 2026 season.

    Learn more at IntegraPartnerNetwork.com.

    1 hr 4 min
  • Where Are My Leads? The Truth About Marketing Your Agency

    Everyone wants marketing to work immediately: post on social media, send the email, sponsor the event, drop off the donuts, and "Where are my leads?”

    Shane and Tonya are joined by Campbell Bagshaw to discuss why effective marketing rarely delivers instant results. From social media and networking to referral partnerships and community sponsorships, they break down why consistency, familiarity, and patience matter. Campbell also brings a Gen Z perspective to the conversation, sharing what businesses need to understand about reaching the next generation and why embracing new technology, including AI, matters.

    Marketing isn’t one and done. Measure what’s working, make adjustments, keep showing up, and remember: nobody wins a marathon at mile two.

    Learn more at IntegraPartnerNetwork.com.

    1 hr 9 min
  • Would You Buy Your Own Agency? Stay Ready to Sell, Even If You Never Do

    You may have no plans to sell your agency. But if someone wanted to buy it tomorrow, what would they find? We look at what makes an insurance agency valuable: from clean financials and organized customer data to documented processes, carrier concentration, policies per customer, and an agency that can operate without everything living in the owner’s head. When you break down the things a potential buyer would notice, your agency will run more profitability and efficiently.

    Learn more at IntegraPartnerNetwork.com.

    1 hr 2 min
  • It's Not the Chicken: The Chick-fil-A Model for Agency Success

    What can an insurance agency learn from Chick-fil-A? From the owner-operator mindset to servant leadership, we'll discuss how agency owners can build a business that earns loyalty, empowers employees, and creates clients who never want to leave. If you're looking to grow an agency that stands out in a crowded marketplace, this conversation will challenge you to think beyond insurance products and focus on what truly builds lasting relationships.

    Because in the end, it's not the chicken - it's the experience.

    Learn more at IntegraPartnerNetwork.com.

    57 min
  • What It Takes to Win Is Simple (But Not Easy)

    What does Hall of Fame football coach Marv Levy have to teach insurance agents? As it turns out, quite a bit. Inspired by the timeless wisdom of the Buffalo Bills legend, the IA Forward team explores how some of the greatest leadership lessons from the football field apply directly to building a successful agency. From embracing difficult challenges and staying persistent through setbacks to leading with character, adapting to change, and creating a winning culture, this episode is packed with practical insights every agency owner can use.

    Learn more at IntegraPartnerNetwork.com.

    58 min
  • Ignore the Noise: Why Every Agency Owner Needs Fewer Outside Opinions

    Everyone has an opinion. Your mentor. Your competitors. Social media. Industry Facebook groups. Even well-meaning friends and family. The challenge isn't finding advice. It's knowing which voices deserve your attention.  We discuss why asking too many people for advice can actually make decision-making harder, which causes agency owner to get stuck searching for "perfect."

    Learn more at IntegraPartnerNetwork.com.

    52 min
  • The Hidden Cost of Chasing Everything

    Every week, agency owners are faced with another opportunity. A new product. A new carrier. A new technology. A new revenue stream. The question isn't whether you can pursue it, it's whether you should.

    In this episode of IA Forward, the team explores why some opportunities build stronger agencies while others quietly steal your time, create unnecessary risk, and keep you from reaching the next level. 

    Learn more at IntegraPartnerNetwork.com.

    53 min
  • Why Agency Owners Dread Mondays (And How To Change It)

    If Monday feels more like survival than opportunity, this conversation will help you identify what's really causing the frustration and give you practical ways to build an agency you're excited to lead every single week. 

    Shane and Tonya discuss the habits that create unnecessary stress, how procrastination fuels overwhelm, why systems matter more than working harder, and simple mindset shifts that can transform the way you approach your business.


    Learn more at IntegraPartnerNetwork.com.

    35 min
  • Halftime Adjustments: Winning the Second Half of 2026

    As rates begin to stabilize, competition heats back up, and carriers return to growth mode, agency owners face a new challenge: balancing retention and new business, without losing momentum.  If you're ready to finish 2026 stronger than you started it, this episode is your halftime strategy session. 

    Learn more at IntegraPartnerNetwork.com.

    55 min
  • Who Makes the Rules? The Great State Farm Shakeup

    For decades, State Farm represented stability. Then one of the industry's largest carriers announced sweeping changes to contracts, benefits, compensation, and retirement programs.

    We explore the State Farm shakeup and  what it means for the independent insurance channel. We discuss ownership, choice, customer loyalty, talent shifts, and why the ability to adapt may be the most valuable asset an agency owner has.

    This conversation is bigger than one company. It's about control, resilience, and what happens when the landscape changes beneath your feet. 

    Because in insurance, the most important question may not be who writes the policy. It's who makes the rules.

    Learn more at IntegraPartnerNetwork.com.

    1 hr 1 min

About IA Forward

From the publisher's feed

IA Forward is your playbook for success as an insurance agent.


Every week, Shane Tatum, Tonya Lied, and Mike Boesl tackle the real challenges insurance agents face, from growing a…