IA Forward

IA Forward

By Shane Tatum and Tonya LiedBusinessEntrepreneurshipManagement
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IA Forward episodes

  • Energy Management Versus Time Management

    As an agency owner, managing your energy is even more important than managing your time. Shane and Tonya discuss choosing who and what deserves your energy and how to reduce energy draining activities.

    Learn more about IA Forward at iaforward.com, and follow us on LinkedIn, Facebook, and Instagram.

    Learn more at IntegraPartnerNetwork.com.

    26 min
  • How To Survive Your First Year As An Agency Owner

    From financial to psychological, clients to carriers, and everything else, Shane and Tonya discuss what it takes to survive your first year as an independent insurance agent. This is a great listen for an agency refresh, too!

    Learn more about IA Forward at iaforward.com, or follow us on LinkedIn, Facebook, and Instagram.

    Learn more at IntegraPartnerNetwork.com.

    27 min
  • Exit Strategy To Start A New Agency (For Producers & Agency Owners)

    Leaving to start your own agency can be a stressful process, for the producer and the agency owner. Shane and Tonya discuss best practices for both sides to be successful before, during, and after. 

    Learn more about IA Forward at iaforward.com and follow us on LinkedIn, Facebook, and Instagram.

    Learn more at IntegraPartnerNetwork.com.

    26 min
  • Lessons for Business from Bull Durham

    Shane and Tonya discuss the business brilliance of Bull Durham, overcoming a slump, getting out of your head, and micro-adjustments.

    Learn more at iaforward.com, or follow IA Forward on LinkedIn, Instagram, and Facebook.

    Learn more at IntegraPartnerNetwork.com.

    28 min
  • Creating Long-Term Clients Through Claims

    Shane and Tonya discuss using the claims process client experience to increase client satisfaction and gain referrals. 

    Learn more about IA Forward at iaforward.com or on Facebook, LinkedIn, or Instagram.

    Learn more at IntegraPartnerNetwork.com.

    25 min
  • Avoiding the Pitfalls in Surplus Lines

    Shane and Tonya talk best practices on surplus lines, premium finance options, agency bill, auditable policies, sweep and premium accounts, and things that are a big more "hairy."

    Learn more about IA Forward at iaforward.com or on LinkedIn, Instagram, and Facebook.

    Learn more at IntegraPartnerNetwork.com.

    26 min
  • Playing Defense in a Hard Market

    Since the hard market is here to stay longer than expected, Shane and Tonya talk about the best ways to play defense to maintain clients.

    Learn more about IA Forward at iaforward.com and follow us on LinkedIn, Facebook, and Instagram.

    Learn more at IntegraPartnerNetwork.com.

    26 min
  • The Second "Ask Shane" Episode

    In this episode of "Ask Shane," we cover the insurance score, direct mail, hiring and training, selling cyber insurance, carrier reps, training our customers, and more. 

    Learn more about IA Forward at iaforward.com or on LinkedIn, Instagram, and Facebook. 

    Learn more at IntegraPartnerNetwork.com.

    26 min
  • Your Agency Brand - And Does It Matter?

    Shane and Tonya discuss the mistakes that they have made regarding branding, what they have learned, and how it can help you save time and energy. 

    Learn more about IA Forward at iaforward.com or follow on LinkedIn, Facebook, and Instagram.

    Learn more at IntegraPartnerNetwork.com.

    26 min
  • Stop Quoting! Why Are You Bidding On Business?

    Shane and Tonya talk about shifting from the quoting mindset and price bidding wars for business. 

    Follow the IA Forward community of insurance agents on LinkedIn, Facebook, and Instagram, or learn more at iaforward.com. 

    Learn more at IntegraPartnerNetwork.com.

    27 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…