IA Forward

IA Forward

By Shane Tatum and Tonya LiedBusinessEntrepreneurshipManagement
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IA Forward episodes

  • Respect (Adding P&C Products to Your Life & Health Agency, Wealth Management, Tax Prep, or Real Estate Business)

    Have you ever thought "insurance is insurance" and decided to add Property and Casualty as a side business to create a new profit center? Shane and Tonya share their thoughts on the idea, and ponder why others don't always show respect to the independent insurance industry. 

    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
  • Everyone Says They Offer The Best Service - But What Does That Really Mean?

    If we ask any agent what sets them apart, the answer is always the same - "We offer the best service." Shane and Tonya discuss ideas on serving your clients, being Chief Translation Officer, meeting your clients where they are (figuratively), and finding opportunities to shine.

    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.

    27 min
  • Underdogs, Guerrilla Marketing, and Being the David in a Goliath World

    Wondering if your small agency can successfully compete against the dominant agents in your area? Shane and Tonya talk about finding your way to play the insurance game, how being a new agent gives you an advantage over established agencies, and why being the underdog works in your favor.

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

    Learn more at IntegraPartnerNetwork.com.

    25 min
  • The Stop Doing List, Protecting Your Time, the Power of Saying No

    Ever have one of those days where you were crazy busy, but didn't feel like you accomplished anything? Shane and Tonya discuss the stop-doing list, time blocking, managing email, and other ways to create time efficiency within your independent agency.

    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.

    26 min
  • Commercial Lines Selling - And Somebody Forgot Shane's Steaks

    Ready to start selling commercial lines? Shane and Tonya discuss commercial lines marketing, sales, prospecting, personnel, client gifts, and more. Oh, and somebody forgot to bring Shane steaks last November. You know who you are. 

    Join the IA Forward community on your favorite social media channels, or learn more at IAForward.com. 

    Learn more at IntegraPartnerNetwork.com.

    27 min
  • Being an Entrepreneur, Expectations, and Why You Need An Org Chart - Even If It's Only You

    Don't you hate it when things don't turn out the way you expect them to? Shane and Tonya talk about expectations, being an entrepreneur, setting your business up for success, and why you need an org chart - even if it's only you in your agency.

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

    Learn more at IntegraPartnerNetwork.com.

    26 min
  • Doing Nothing Is An Option - And It Can Be A Good One For Your Agency

    Have you ever considered doing nothing as an option when growing your business? Shane and Tonya discuss how the choice of doing nothing in a hard market can actually give you more time to focus on new business and growing your agency. Yes, it sounds crazy - but the logic is sound. 

    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.

    21 min
  • Managing Choices, Efficiency, and Walmart versus Neiman Marcus

    Ever gotten really excited over the idea of having 100+ carriers to write with? Shane and Tonya discuss managing your choices for maximum profitability and efficiency, and being selective in order to be the best.

    Join the IA Forward Community on your favorite social media channels or learn more at iaforward.com.

    Learn more at IntegraPartnerNetwork.com.

    21 min
  • Find Your Niche, Have Fun, and Do What You Love

    Ever wonder why some agency owners seem to be having more fun at work? Shane and Tonya discuss taking what you are passionate about and designing your marketing and networking around that concept to create success and long-term enjoyment in your agency. 

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

    Learn more at IntegraPartnerNetwork.com.

    23 min
  • Referrals, Being Relational vs Transactional, and the College Baseball RPI

    Want to make sure you are getting the right kind of referrals? Shane and Tonya discuss creating the best narrative to get the right referrals from your customers, being relational versus being transactional with your clients and employees, and why the NCAA's RPI is creating a commitment problem. 

    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.

    23 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…