IA Forward

Hosted by Shane Tatum and Tonya Lied

Business EntrepreneurshipInterviews guests

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Episodes

322

Latest episode

Jun 2026

Language

EN-US

About the show

The Independent Insurance Agency Playbook: The insurance business is all about playing an infinite game. Shane, Tonya, and Mike discuss how to play the long-term game of being a successful agent and creating a culture of freedom for yourself. Learn more at www.integrapartnernetwork.com

Listen to episodes

60 recent

June 16, 2026Episode 3211 hr 5 min

Don't Put Your Logo on That: Why Cheap Marketing Can Cost You

One of the most overlooked parts of building an insurance agency brand is the giveaways, promotional items, and marketing materials that represent your business long after you've left the room. We discuss why cheap giveaways can damage your brand, why most promotional items end up in the trash while a few stay on desks for years, and why "everyone is doing it" is a terrible marketing strategy.Because sometimes the best branding advice is simple: Don't put your logo on that.Learn more at IntegraPartnerNetwork.com.

June 9, 2026Episode 32058 min

How Customers Really Find an Insurance Agent

Everyone knows how to find Flo, the Geico Gecko, or Jake from State Farm. But how do customers actually find an independent insurance agent?One of the biggest challenges (and greatest opportunities) for independent agencies is visibility. We discuss online reviews, referrals, community involvement, referrals, social media, authentic relationship-building, and the real ways customers discover and choose independent agents.T If you've ever wondered why some agencies seem to attract customers effortlessly while others struggle to get noticed, this episode offers practical ideas you can implement right away.Learn more at IntegraPartnerNetwork.com.

June 2, 2026Episode 3191 hr 14 min

The Market Is Stabilizing. Are You? - With Mitzi Fox

The hard market forced a lot of agencies into survival mode. We became insurance hostage negotiators for frustrated clients. But as the market begins to stabilize, this is our opportunity to remember who we really are.We're not order takers, quote machines, or in the business of finding the cheapest policy every six months. We're advisors, educators, and advocates.And the agencies that thrive in the next chapter won't be the ones chasing the lowest price. They'll be the ones creating the deepest trust.Learn more at IntegraPartnerNetwork.com.

May 26, 2026Episode 3181 hr 6 min

AI Is Here. No Panic Required.

IA Forward tackles one of the biggest questions facing independent insurance agencies right now: Is AI going to replace traditional agency roles? From CSRs and account managers to producers and agency owners, the conversation explores what AI is actually changing, what it definitely isn’t, and where agencies can gain efficiency without losing the human relationships that make independent insurance agencies differentLearn more at IntegraPartnerNetwork.com.

May 19, 2026Episode 31747 min

Built Your Way: Questions Every Exclusive Agent Should Ask Before Going Independent

Thinking about making the leap from being an exclusive agent to independent agency ownership? The right questions matter. Tonya, Mike, and Robby Jabour discuss what exclusive agents need to know before making the move. From book ownership and contracts to carrier access, quoting models, profit sharing, onboarding support, and hidden costs, this conversation is a practical guide to evaluating agency network opportunities with confidence. Learn more at IntegraPartnerNetwork.com.

May 12, 2026Episode 31645 min

Non-Resident Licensing: Are You Growing or Chasing?

This episode talks real strategy behind non-resident licensing: when expansion makes sense and when it becomes a costly distraction. From holding on to relocating clients, to the temptation of “collecting states,” our team discusses local expertise, licensing costs, operational complexity, and what it really takes to scale beyond your home state in the most effective way.Learn more at IntegraPartnerNetwork.com.

May 5, 2026Episode 31554 min

The Secret to Growing a Successful Insurance Agency

Everyone wants the secret to growing a successful agency. Here’s the truth: there isn’t one. Shane, Mike, and Tonya break down what actually drives growth (and it’s not a magic strategy, a viral marketing idea, or a one-time win). We talk about what it really looks like to move from process to profit: refining your workflows, adapting to technology, and committing to the habits that successful agencies don’t skip. Learn more at IntegraPartnerNetwork.com.

April 28, 2026Episode 3141 hr 7 min

Think Like a Business Owner, Prepare Like an Athlete

What do successful agency owners and elite athletes have in common? More than you might think. Emma Tatum joins Shane, Mike, and Tonya to talk about creating momentum through stoic leadership. From agency growth to the danger of overreacting to setbacks, this conversation connects the mindset of high performers on the field to business owners building something meaningful. If you’ve ever struggled to recognize progress, trust your process, or create structure in the freedom of entrepreneurship, this episode is for you.Learn more at IntegraPartnerNetwork.com.

April 21, 2026Episode 31354 min

Building the Business Behind the Bonus, Part Two: Profit Sharing Strategy

What can agency owners actually do to improve future contingency and profit-sharing results? From retention and carrier alignment to policy-per-customer growth and the hidden cost of remarketing, this conversation focuses on the day-to-day decisions that shape long-term profitability.We discuss why building an agency that is more efficient and more intentional becomes more profitable, and how developing strong carrier partnerships creates lasting opportunities.Learn more at IntegraPartnerNetwork.com.

April 14, 2026Episode 31256 min

Building the Business Behind the Bonus: The Truth About Profit Sharing, Part One

Why do some agencies benefit from contingency bonuses, while others never see them? The answer may not be what you think. Episode 312 isn’t about chasing a bonus check, it’s about building a business that earns them consistently.We talk through the evolution of compensation in the insurance industry, why profit sharing exists today, and how agency structure, retention, and loss ratio all play a role in the outcome. Whether you’re part of a network or operating on your own, understanding how this works can change the way you think about growth, carriers, and long-term strategy.Learn more at IntegraPartnerNetwork.com.