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IA Forward

Shane Tatum and Tonya Lied

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

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Episodes

343 episodes

  1. The Infinite Game: Why Staying in Business Is Winning 56:54
  2. 57% of Insurance Agencies Have the Same Problem. Do You? 17:37
  3. Are You Protecting Your Client's Biggest Asset? (Life Insurance with Jeff Havard) 49:50
  4. We're Headed Toward a Soft Market. Now What? 57:59
  5. The Problem With "Let Me Get You A Quote" 1:04:58
  6. Fast Forward: If You’re Not Talking With Your Clients, Who Is? 16:24
  7. Compensation Matters. Culture Matters More. 1:06:54
  8. Let the Rainmaker Make Rain 1:04:09
  9. Fast Forward: That $3,000 Bonus Could Cost You $50,000 20:52
  10. Stop Chasing Your Tail 57:16
  11. "It's Probably Going to Be Okay" is the Worst Thing You Can Say 1:03:13
  12. Where Are My Leads? The Truth About Marketing Your Agency 1:08:11
  13. Would You Buy Your Own Agency? Stay Ready to Sell, Even If You Never Do 1:01:06
  14. It's Not the Chicken: The Chick-fil-A Model for Agency Success 56:23
  15. What It Takes to Win Is Simple (But Not Easy) 57:17
  16. Ignore the Noise: Why Every Agency Owner Needs Fewer Outside Opinions 51:29
  17. The Hidden Cost of Chasing Everything 52:39
  18. Why Agency Owners Dread Mondays (And How To Change It) 34:48
  19. Halftime Adjustments: Winning the Second Half of 2026 54:42
  20. Who Makes the Rules? The Great State Farm Shakeup 1:00:02
  21. Don't Put Your Logo on That: Why Cheap Marketing Can Cost You 1:05:30
  22. How Customers Really Find an Insurance Agent 58:21
  23. The Market Is Stabilizing. Are You? - With Mitzi Fox 1:14:33
  24. AI Is Here. No Panic Required. 1:06:35
  25. Built Your Way: Questions Every Exclusive Agent Should Ask Before Going Independent 47:40
  26. Non-Resident Licensing: Are You Growing or Chasing? 45:43
  27. The Secret to Growing a Successful Insurance Agency 54:37
  28. Think Like a Business Owner, Prepare Like an Athlete 1:07:27
  29. Building the Business Behind the Bonus, Part Two: Profit Sharing Strategy 54:21
  30. Building the Business Behind the Bonus: The Truth About Profit Sharing, Part One 56:53
  31. Can Your Agency Run Without You? 51:48
  32. Office, Hybrid, or Fully Remote: Designing Your Agency Your Way 49:59
  33. Start Now or Sit Still: Building Your Agency in Uncertain Times 52:17
  34. From Survival to Thriving 54:24
  35. Base Hits Build Better Agencies 1:03:20
  36. Hire Your Weakness, Scale Your Strength 41:11
  37. Random Revenue Versus Profit: Being A Strategic Dabbler 52:39
  38. If Don't Tell Your Story, Someone Else Will 47:48
  39. Turning Connections into Clients 43:27
  40. What Independent Agents Should Expect From a Network 54:16
  41. Can Agency Owners Really Take a Vacation? 49:55
  42. Not Viral, Just Consistent: What We've Learned About Agency Ownership in 300 Episodes 54:30
  43. Say No Without Going Broke 1:06:23
  44. Say No to the Noise (And Yes to the 20%) 39:48
  45. Resolutions or Results: The New Year Reality Check 47:22
  46. Welcome To The Week When Nobody Gets Anything Done 42:40
  47. Where AI Helps and Where Customers Say No 54:07
  48. Creating the Profit Portfolio: How Many Carriers Are Enough? 48:17
  49. Cloning Yourself: Building An Agency That Runs Without You 21:30
  50. Don’t Waste the Last Six Weeks: Making the Most of Thanksgiving to New Year 57:06