IA Forward

IA Forward

By Shane Tatum and Tonya LiedBusinessEntrepreneurshipManagement
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IA Forward episodes

  • Fees & Fumbles: Avoiding E&S Mistakes

    Excess and surplus lines (E&S) can open up new opportunities, but it also comes with its own set of challenges. Shane and Tonya break down the common fumbles agents make, share how to avoid costly mistakes, decide when to say no, and discuss how build the processes that make E&S business work for your agency. 

    Learn more at IntegraPartnerNetwork.com.

    25 min
  • Don’t Lose Your Agency Identity at Baggage Claim

    When Southwest Airlines starts charging for checked bags, it’s more than a policy change; it’s a brand identity crisis. Shane and Tonya discuss how staying true to your agency’s unique strengths, rather than chasing trends or comparisons, is the key to long-term success and avoiding burnout. 

    Learn more at IntegraPartnerNetwork.com.

    30 min
  • We’re Here to Run A Business with Aaron and Justin Husman

    Shane and Tonya sit down with Justin and Aaron Husman of The Phoenix Insurance to discuss the mindset shift from “helping people” to strategically running a successful agency. They discuss building a business with intention, protecting your time, selecting employees and clients, and making decisions that set your agency up for real growth and profitability.

    Learn more at IntegraPartnerNetwork.com.

    39 min
  • Fail. Learn. Grow. Repeat. Celebrate.

    Does agency size determine success? Shane and Tonya break down the challenges of scaling, the myths around agency size, and why success isn’t one-size-fits-all. In this special anniversary episode, they reflect back on lessons learned over the last three years on IA Forward, and what it really takes to build an agency that works for you long-term. 

    Learn more at IntegraPartnerNetwork.com.

    32 min
  • The Power of Personalization with Kristyn Klaes and Kylie Lowery

    Tonya is joined by Kristyn Klaes and Kylie Lowery to explore the power of personalization in the insurance industry, strategies for making every client interaction meaningful, and setting your agency apart from the competition. They discuss how building genuine relationships with clients leads to long-term loyalty, stronger retention, and increased trust—especially in a challenging market. 

    Learn more at IntegraPartnerNetwork.com.

    27 min
  • Resilience: How to Thrive Through Challenges

    Shane and Tonya explore what it takes to thrive through challenges, from navigating a hard market to managing client expectation, and reveal their Words of the Year for 2025. Tune in for insights on staying steady, pushing forward, and embracing the opportunities that come with adversity.

    Learn more at IntegraPartnerNetwork.com.

    28 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…