IA Forward

IA Forward

By Shane Tatum and Tonya LiedBusinessEntrepreneurshipManagement
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IA Forward episodes

  • Let's Talk Christmas

    Shane and Tonya share their favorite Christmas memories (including honeymoon disasters, worst gifts, and must-see holiday movies).

     Join the IA Forward community of insurance agents on your favorite social media channels, or learn more at iaforward.com. 

    Learn more at IntegraPartnerNetwork.com.

    24 min
  • Do You Have Customers or Clients? And What Is The Difference?

    Shane and Tonya discuss the difference between customers and clients, if the client experience should be customized, and how that affects the long-term success of your agency.

    Join the IA Forward community of agents on social media or learn more at iaforward.com.

    Learn more at IntegraPartnerNetwork.com.

    24 min
  • Setting Goals and Looking Ahead to 2023

    Shane and Tonya talk about looking ahead to 2023 and setting personal and professional goals to achieve success for your agency. 

    Join the IA Forward community of insurance agents on social media or learn more at iaforward.com.

    Learn more at IntegraPartnerNetwork.com.

    26 min
  • Reflecting Back On Your Year In Business

    Shane and Tonya discuss specific KPI's for an end of the year review of both your insurance agency and yourself as an agency owner.

    Join the IA Forward community of insurance agents on social media or learn more at iaforward.com. 

    Learn more at IntegraPartnerNetwork.com.

    25 min
  • Getting Everything Done During The Holiday Season

    From family commitments to eating too many Christmas goodies, planning for the new year to holiday events, this is the season for trying to cram too much stuff into our days. Shane and Tonya discuss how to enjoy the holidays as an agency owner. 

    Join the IA Forward community of agents at on social media or at iaforward.com

    Learn more at IntegraPartnerNetwork.com.

    26 min
  • Is The Customer Always Right?

    In the insurance business, we know the customer is not always right. Shane and Tonya talk about how to handle the Karens and Kevins as agency owner, from retail customers to referral partners.

    Join the IA Forward community of insurance agents on social media, or learn more at iafoward.com.

    Learn more at IntegraPartnerNetwork.com.

    26 min
  • People Are Insane And How This Affects The Insurance Industry

    Shane and Tonya discuss auto insurance rate increases, listening to listen instead of automatically assuming it's a problem to fix, and overthinking how much people think about insurance. 

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

    Learn more at IntegraPartnerNetwork.com.

    26 min
  • Budgeting and Branding During the Holiday Season

    The holiday months can cause a strain on your agency's budget due to lower sales and charitable donations. Shane and Tonya discuss how to turn those challenges into  growth opportunities to set yourself for success in the new year. 

    Join the IA Forward community of independent agents on LinkedIn, Facebook, and Instagram, or learn more at iafoward.com

    Learn more at IntegraPartnerNetwork.com.

    25 min
  • Black Friday, Small Business Saturday, Cyber Monday, and Giving Tuesday

    It's Thanksgiving week, which means lots of holiday marketing opportunities.  Shane and Tonya discuss ways for your agency to be involved with Black Friday, Small Business Saturday, Cyber Monday, and Giving Tuesday.

    Join the IA Forward community of insurance agents on social media, or learn more at iaforward.com. 

    Learn more at IntegraPartnerNetwork.com.

    26 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…