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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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Agency Digitization, Time Savers, and Using What You're Paying For

Agency Digitization, Time Savers, and Using What You're Paying For

Shane and Tonya discuss agency digitization tools, their favorite time savers, and using what you're already paying for.

Join the IA Forward Community of insurance agents on your favorite social media…

00:26:41  |   Mon 01 Aug 2022
Marketing to Millennials and Gen Z

Marketing to Millennials and Gen Z

Why is "How to Market to Millennials" one of the most Googled questions? How do you talk value in a world that is so focused on price? Shane and Tonya discuss changing the price conversation, generat…

00:23:49  |   Thu 28 Jul 2022
Always Do The Right Thing, Attorneys, and Industry Changes with Holly Howard

Always Do The Right Thing, Attorneys, and Industry Changes with Holly Howard

Shane and Tonya talk with Holly Howard, Vice President of Operations for Integra Insurance Services, about how the industry has changed over the last 20 years, what a new agent needs to focus on, and…

00:19:14  |   Mon 25 Jul 2022
Empowering Your Employees, Mentoring, and the Virtual Assistant World with Beaux Pigrim

Empowering Your Employees, Mentoring, and the Virtual Assistant World with Beaux Pigrim

When it comes to the virtual assistant world within the insurance biz, Beaux Pilgrim is the expert. Shane and Tonya talk with Beaux regarding why his VAs are the best, empowering your employees, why …

00:20:49  |   Thu 21 Jul 2022
Simplify (Enough Said)

Simplify (Enough Said)

Shane and Tonya discuss why "simplify" is a great mantra in the insurance business, even when all the outside voices are saying diversify and make it complicated.

Join the IA Forward movement of insur…

00:23:27  |   Mon 18 Jul 2022
Act Like You've Been There Before - Success, Failure, and Staying on an Even Keel

Act Like You've Been There Before - Success, Failure, and Staying on an Even Keel

Shane and Tonya look at the parallels between sports and running an agency when it comes to success, failure, goal setting, and staying on an emotional even keel. 

Join the IA Forward community of ins…

00:31:52  |   Thu 14 Jul 2022
Vacation - The Who, What, When, Where, Why, and How

Vacation - The Who, What, When, Where, Why, and How

Think it's impossible to go on vacation as an agency owner? Shane and Tonya discuss the reality of how it is possible to vacation and continue to run a successful agency, as well as the importance of…

00:31:46  |   Mon 11 Jul 2022
Motivation, No Man's Land, and The Tipping Point

Motivation, No Man's Land, and The Tipping Point

Ever wonder what's happening when your business is just not "fun" anymore? Shane and Tonya discuss motivation, mentorship, no man's land, and the tipping point of business growth.

Join the IA Forward …

00:23:42  |   Thu 07 Jul 2022
The Best Business Advice We've Ever Been Given

The Best Business Advice We've Ever Been Given

Shane and Tonya share the best pieces of business advice they have even been given - and how those thoughts have shaped their success. From finances to attitude, productivity to people, the best advi…

00:22:59  |   Thu 30 Jun 2022
Respect (Adding P&C Products to Your Life & Health Agency, Wealth Management, Tax Prep, or Real Estate Business)

Respect (Adding P&C Products to Your Life & Health Agency, Wealth Management, Tax Prep, or Real Estate Business)

Have you ever thought "insurance is insurance" and decided to add Property and Casualty as a side business to create a new profit center? Shane and Tonya share their thoughts on the idea, and ponder …

00:23:09  |   Mon 27 Jun 2022
Everyone Says They Offer The Best Service - But What Does That Really Mean?

Everyone Says They Offer The Best Service - But What Does That Really Mean?

If we ask any agent what sets them apart, the answer is always the same - "We offer the best service." Shane and Tonya discuss ideas on serving your clients, being Chief Translation Officer, meeting …

00:26:12  |   Thu 23 Jun 2022
Underdogs, Guerrilla Marketing, and Being the David in a Goliath World

Underdogs, Guerrilla Marketing, and Being the David in a Goliath World

Wondering if your small agency can successfully compete against the dominant agents in your area? Shane and Tonya talk about finding your way to play the insurance game, how being a new agent gives y…

00:24:36  |   Mon 20 Jun 2022
The Stop Doing List, Protecting Your Time, the Power of Saying No

The Stop Doing List, Protecting Your Time, the Power of Saying No

Ever have one of those days where you were crazy busy, but didn't feel like you accomplished anything? Shane and Tonya discuss the stop-doing list, time blocking, managing email, and other ways to cr…

00:25:32  |   Thu 16 Jun 2022
Commercial Lines Selling - And Somebody Forgot Shane's Steaks

Commercial Lines Selling - And Somebody Forgot Shane's Steaks

Ready to start selling commercial lines? Shane and Tonya discuss commercial lines marketing, sales, prospecting, personnel, client gifts, and more. Oh, and somebody forgot to bring Shane steaks last …

00:26:46  |   Mon 13 Jun 2022
Being an Entrepreneur, Expectations, and Why You Need An Org Chart - Even If It's Only You

Being an Entrepreneur, Expectations, and Why You Need An Org Chart - Even If It's Only You

Don't you hate it when things don't turn out the way you expect them to? Shane and Tonya talk about expectations, being an entrepreneur, setting your business up for success, and why you need an org …

00:25:44  |   Thu 09 Jun 2022
Doing Nothing Is An Option - And It Can Be A Good One For Your Agency

Doing Nothing Is An Option - And It Can Be A Good One For Your Agency

Have you ever considered doing nothing as an option when growing your business? Shane and Tonya discuss how the choice of doing nothing in a hard market can actually give you more time to focus on ne…

00:20:41  |   Mon 06 Jun 2022
Managing Choices, Efficiency, and Walmart versus Neiman Marcus

Managing Choices, Efficiency, and Walmart versus Neiman Marcus

Ever gotten really excited over the idea of having 100+ carriers to write with? Shane and Tonya discuss managing your choices for maximum profitability and efficiency, and being selective in order to…

00:20:50  |   Thu 02 Jun 2022
Find Your Niche, Have Fun, and Do What You Love

Find Your Niche, Have Fun, and Do What You Love

Ever wonder why some agency owners seem to be having more fun at work? Shane and Tonya discuss taking what you are passionate about and designing your marketing and networking around that concept to …

00:22:36  |   Mon 30 May 2022
Referrals, Being Relational vs Transactional, and the College Baseball RPI

Referrals, Being Relational vs Transactional, and the College Baseball RPI

Want to make sure you are getting the right kind of referrals? Shane and Tonya discuss creating the best narrative to get the right referrals from your customers, being relational versus being transa…

00:22:04  |   Thu 26 May 2022
Being a Chief Translation Officer, Networking, and that State Farm Commercial with the Fisherman

Being a Chief Translation Officer, Networking, and that State Farm Commercial with the Fisherman

Ever wondered how to go from being that insurance salesperson to someone who people actually want to talk with at networking events? Shane and Tonya discuss being your agency's "chief translation off…

00:21:48  |   Mon 23 May 2022
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