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IA Forward

Author: Shane Tatum and Tonya Lied

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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 profitable book of business and building a stronger team to marketing, leadership, carrier relationships, industry changes, and the decisions that come with owning and running an agency.


No corporate talking points. No textbook advice. Just honest conversations, practical strategies, a few strong opinions, and lessons you can actually use in your agency.


Whether you’re building your first book, growing an established agency, or trying to figure out what’s next, IA Forward is about helping you think bigger, lead better, and build a business you actually want to own.


Learn more at www.integrapartnernetwork.com

343 Episodes
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What if winning in the insurance business isn't about getting ahead, but staying in the game? This week on IA Forward, Shane Tatum, Tonya Lied, and Mike Boesl unpack the idea of playing the infinite game and what it means for insurance agency owners. From surviving your first 24 months to building the right book of business, the conversation explores why chasing every dollar isn't always the smartest move, how to handle plans that fall apart, and why long-term thinking matters more than short...
57% of insurance agencies say their teams need more training to sell on value instead of price. Shane's reaction? He's surprised it's ONLY 57%. But that's just one of the eye-opening numbers from the latest Big "I" Agency Universe Study. Shane and Tonya dig into the numbers, challenge a few assumptions, and discuss what agency owners should be paying attention to. Because knowing what's happening in the industry is one thing. Knowing what to do about it is another. Learn more at IntegraPartne...
What if one of the biggest opportunities to grow your agency is already sitting in your existing book of business? Tonya is joined by Robby Jabbour and special guest Jeff Havard of National Farm Life to talk about why independent insurance agents should take another look at life insurance. From creating another revenue stream and improving client retention, to knowing when and how to start the conversation, they tackle the objections agents make about selling life insurance. Not enough time? ...
The insurance market is softening. That sounds like good news, right? Maybe. But for agency owners, a soft market brings a completely different set of challenges. Clients have more options. Carriers want to write business again. Prices are becoming more competitive. And the book of business that felt relatively protected during the hard market may suddenly be getting a lot more attention from your competition. Shane and Tonya discuss what agency owners should be doing now, because when everyb...
“Let me get you a quote.” Insurance agents say it every day. Shane, Tonya, and Mike talk about how the insurance industry became so focused on quoting, why agents should change the conversation. Because your value isn’t in producing a number. It’s in the expertise, advice, and relationship behind it. Learn more at IntegraPartnerNetwork.com.
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