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IA Forward - Podcast

IA Forward

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

Management Business Startup Entrepreneurship
Update frequency
every 6 days
Average duration
25 minutes
Episodes
282
Years Active
2022 - 2025
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What Got You Here Won’t Get You There

What Got You Here Won’t Get You There

Shane and Tonya discuss what it means to pivot with purpose, and why embracing change isn’t risky when it’s rooted in strategy. Whether you're an agency owner stuck in the daily grind, a producer rea…

00:32:28  |   Tue 02 Sep 2025
Pitching Gen Z Perspectives with Campbell Bagshaw

Pitching Gen Z Perspectives with Campbell Bagshaw

What happens when a Division I athlete spends her summer interning in the insurance world? You get a fresh, insightful look at how Gen Z views our industry. Shane and Tonya talk with Campbell Bagshaw…

00:33:59  |   Tue 26 Aug 2025
Buying Dreams, Blaming Insurance: FHA Loans Under the Microscope

Buying Dreams, Blaming Insurance: FHA Loans Under the Microscope

Headlines say rising insurance premiums are crushing the American dream of homeownership. But is insurance really the problem? Shane and Tonya discuss FHA loans, skyrocketing costs, and why insurance…

00:36:43  |   Wed 20 Aug 2025
The Legislation That Could Change Your Agency and Why It Matters

The Legislation That Could Change Your Agency and Why It Matters

What if one bill could change how you do business overnight? Shane and Tonya discuss the Insurance Regulatory Reform Act, federal legislation that has very real consequences for independent agents. F…

00:29:49  |   Tue 12 Aug 2025
Building Your Agency Like Jeter Played Ball

Building Your Agency Like Jeter Played Ball

Drawing inspiration from baseball great Derek Jeter, Shane and Tonya discuss how focusing on daily consistency, foundational systems, and small wins can create powerful long-term momentum. Whether yo…

00:29:03  |   Tue 05 Aug 2025
Delegate to Elevate with Beaux Pilgrim

Delegate to Elevate with Beaux Pilgrim

Beaux Pilgrim of IA Blueprint joins Shane and Tonya to discuss how virtual assistants are transforming independent insurance agencies, including better documentation, improved retention, and freeing …

00:46:02  |   Tue 22 Jul 2025
Quoting Is For The Weak: A Conversation with Charles Specht

Quoting Is For The Weak: A Conversation with Charles Specht

Charles Specht, host of the Millionaire Insurance Producer podcast, joins Shane and Tonya to discuss how independent agents can win bigger with commercial insurance through his unique “quoting is for…

00:38:41  |   Tue 15 Jul 2025
Lessons from the Inside: What’s Working for Us

Lessons from the Inside: What’s Working for Us

Shane and Tonya sit down with Retail Director Tara Graham to share real-world lessons from inside the Integra “lab.” From evolving service roles and managing change to improving customer experience a…

00:31:13  |   Tue 01 Jul 2025
Midyear Micro Moves for Maximum Impact

Midyear Micro Moves for Maximum Impact

It’s halftime of 2025, and you’re still in the game! Shane and Tonya break down what winning agency owners do in the second half of the year with small shifts and smart strategy. 

IA Forward to can he…

00:28:37  |   Tue 24 Jun 2025
Renewal Isn’t Retention (Wait, What?)

Renewal Isn’t Retention (Wait, What?)

Just because a policy renewed doesn’t mean your client is loyal. Shane and Tonya discuss the surprising difference between renewals and retention, explore why insurance agents often confuse the two, …

00:31:49  |   Tue 17 Jun 2025
Still Thinking About It? It’s Not Too Late

Still Thinking About It? It’s Not Too Late

You’ve built something, thinking about walking away, and are now asking, “Do I have it in me to start again” Shane and Tonya explore why starting over isn’t a step back, it’s a strategic move forward…

00:25:15  |   Tue 10 Jun 2025
Cash Out vs. Cash Flow: What is Your Retirement Plan?

Cash Out vs. Cash Flow: What is Your Retirement Plan?

Selling your agency might sound like the ultimate success, but is it the best path for your financial future? Shane and Tonya discuss the options of cashing out or creating long-term, sustainable rev…

00:28:59  |   Tue 03 Jun 2025
Micro Moves, Massive Results

Micro Moves, Massive Results

Big change isn’t always the answer. Shane and Tonya break down how small, strategic adjustments can create a massive impact on your agency. From tweaking processes to rethinking priorities, learn how…

00:32:22  |   Tue 27 May 2025
Swing Big. Miss Big. Win Big.

Swing Big. Miss Big. Win Big.

Great ideas don’t build successful agencies, action does! Shane and Tonya discuss why taking big swings (and sometimes missing) is the only way to truly grow. From overcoming analysis paralysis to tu…

00:30:54  |   Tue 13 May 2025
From Burnout to Balance

From Burnout to Balance

Shane and Tonya tackle the cultural obsession with busyness and unpack why a full calendar doesn’t always equal fulfillment. From personal stories to leadership lessons, they explore how agency owner…

00:26:56  |   Tue 06 May 2025
More than a Green Jacket: Lessons from Augusta for Your Agency

More than a Green Jacket: Lessons from Augusta for Your Agency

Shane and Tonya tee off with a conversation about what The Masters can teach us about agency ownership. From Rory McIlroy’s daughter reminding him, “You already know how to play golf,” to recognizing…

00:29:51  |   Tue 29 Apr 2025
Visibility or Sustainability? Defining Your Agency’s Path

Visibility or Sustainability? Defining Your Agency’s Path

Shane and Tonya discuss the rise of insurance influencers, the pressure to chase visibility over sustainability, and the challenge of rethinking your agency’s direction to create a business that alig…

00:30:11  |   Tue 22 Apr 2025
Resilience, Relationships & Real Conversations

Resilience, Relationships & Real Conversations

Resilience isn’t just a word, it’s a way of showing up when things get tough. In this episode, Shane and Tonya dive into what resilience really looks like in the independent agency world, why relatio…

00:34:58  |   Tue 15 Apr 2025
What AI Really Means for Independent Agents (with Chad Jackson and Justin White)

What AI Really Means for Independent Agents (with Chad Jackson and Justin White)

Shane and Tonya talk AI in the independent insurance channel with special guests Chad Jackson and Justin White of Strawberry Antler. From automating quoting to solving real agency problems, they expl…

00:28:20  |   Tue 08 Apr 2025
Fees & Fumbles: Avoiding E&S Mistakes

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 mi…

00:24:34  |   Tue 01 Apr 2025
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