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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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Technology, Listening Intentionally, and Taking Your Shoes Off At the Airport

Technology, Listening Intentionally, and Taking Your Shoes Off At the Airport

Shane and Tonya discuss saving time and money by using the technology you have before investing in a new "shiny object" or subscription, intentional listening, and a bizarre incident at the Philadelp…

00:20:10  |   Thu 19 May 2022
Buckle Up Buttercup, Hard Markets, and Taking Risks

Buckle Up Buttercup, Hard Markets, and Taking Risks

Wonder how the insurance world is trending during the current economic challenge? Shane and Tonya are in prediction mode to help you prepare for the upcoming hard market. They discuss why this is the…

00:19:35  |   Mon 16 May 2022
Starting Over, the Risk of Losing, and Choosing the Right Game to Play

Starting Over, the Risk of Losing, and Choosing the Right Game to Play

Have you ever wondered if taking the risk was worth it? Shane and Tonya discuss the agony of defeat, making sure we choose the right game to play, and starting over in business.

Join the IA Forward co…

00:24:01  |   Thu 12 May 2022
Rules, Best Practices, and High School Baseball

Rules, Best Practices, and High School Baseball

Ever wonder why business owners don't like rules? Probably because if they did, they would be working for someone else.Join Shane and Tonya as they discuss why independent agents don't like rules, ho…

00:17:42  |   Mon 09 May 2022
Education versus Experience to be a Successful Independent Agent

Education versus Experience to be a Successful Independent Agent

Do you need a college degree to be a successful independent agent? Shane and Tonya discuss the importance of experience versus education, and which is more valuable in owning an insurance agency.

Join…

00:20:15  |   Thu 05 May 2022
If Only My Employees Would Think Like Me... It's Not Going To Happen

If Only My Employees Would Think Like Me... It's Not Going To Happen

Have you ever thought, "If only my employees would think like me"?  Shane and Tonya discuss why this is not going to happen, and changing your mindset to how that can be a good thing. Really.

Learn mo…

00:21:39  |   Mon 02 May 2022
Unwritten Rules, The Fear of Change, and MLB Scouts

Unwritten Rules, The Fear of Change, and MLB Scouts

Do you wonder if you need a change of culture or a change of scenery would help you get the excitement back for your business? Shane and Tonya discuss doing business your way, why unwritten rules sho…

00:22:47  |   Thu 28 Apr 2022
Let's Talk Commercial Lines

Let's Talk Commercial Lines

Are you thinking of adding commercial lines to your independent agency? Shane and Tonya discuss how to be successful and avoid pitfalls and mistakes as a commercial lines agent. 

Learn more about IAFo…

00:25:15  |   Mon 25 Apr 2022
Your Agency Needs an Office - because the carriers said so (and other reasons)

Your Agency Needs an Office - because the carriers said so (and other reasons)

Are you wondering if you need office space, even in this work-from-home, post-Covid world? The answer is yes. Shane and Tonya discuss the options of brick and mortar, retail, and co-working spaces, a…

00:22:26  |   Thu 21 Apr 2022
Acting Important, Staying Humble, and Wooden Bats

Acting Important, Staying Humble, and Wooden Bats

How much energy do you exert trying to act important? Shane talks about embracing humble beginnings and being taken down a notch; Tonya chimes in on the Boss Babe trend; and a discussion on the debac…

00:21:16  |   Mon 18 Apr 2022
Profits, Paying Yourself, and the B Word

Profits, Paying Yourself, and the B Word

Ever wondered how much you should be making? Shane and Tonya discuss profits, bonus money, paying yourself, the pitfalls of living out of your business checking account, and the dreaded b-word (budge…

00:25:35  |   Thu 14 Apr 2022
Decluttering, Julie-izing, and the Cross-Sell Later Myth

Decluttering, Julie-izing, and the Cross-Sell Later Myth

What does cleaning out your bedside table have to do with your agency? Shane and Tonya discuss decluttering your book, "Julie-izing" your business from the beginning to make it efficient, and why wri…

00:23:17  |   Mon 11 Apr 2022
How to Know More Than You Know, Core Values, and the Jayhawks Win

How to Know More Than You Know, Core Values, and the Jayhawks Win

Have you ever thought that your biggest challenge is thinking you know more than you know? Probably not, because then you would know. Shane and Tonya talk discuss the possibilities of learning the kn…

00:22:09  |   Thu 07 Apr 2022
Being Independent, Shane's Walmart Survey, and the Power to Walk Away

Being Independent, Shane's Walmart Survey, and the Power to Walk Away

Does being independent mean the same thing to you as it does to your clients? Shane and Tonya discuss the perception of the big brands versus the independent agent, the future of the choice model, an…

00:18:08  |   Mon 04 Apr 2022
Humility, Authenticity, Passion, and the Final Four

Humility, Authenticity, Passion, and the Final Four

Ever wonder how to turn that "no" into a "yes"? Shane and Tonya discuss the importance of humility and passion for success with your independent insurance agency, as well as their picks for the NCAA …

00:15:54  |   Thu 31 Mar 2022
Insurance and the Laws of Physics

Insurance and the Laws of Physics

Wonder what Insurance and Physics have in common? Shane and Tonya talk about why getting your flywheel rolling is imperative for your independent insurance agency. They also discuss boredom, passion,…

00:28:02  |   Mon 28 Mar 2022
Give A Pig A Pancake

Give A Pig A Pancake

Is it possible to train your customers so that price is not an issue? Shane and Tonya discuss creating an amazing customer experience at your agency and why independent insurance agents should never …

00:21:59  |   Thu 24 Mar 2022
Grinding, Women in Insurance, and the Challenge For Authenticity

Grinding, Women in Insurance, and the Challenge For Authenticity

Does grinding equal success? Does true authenticity increase sales? And what is the future for female independent agency owners?  Shane and Tonya discuss why owning an independent insurance agency is…

00:17:11  |   Mon 21 Mar 2022
Insurance, Netflix, and Amazon Prime

Insurance, Netflix, and Amazon Prime

Wonder what Insurance and Netflix have in common? Shane and Tonya discuss why being an independent insurance agent is the ultimate subscription model, how to discuss rate increases with your clients,…

00:24:51  |   Thu 17 Mar 2022
Are You a Rainmaker or a Technician?

Are You a Rainmaker or a Technician?

Shane and Tonya talk about being a rainmaker or a technician, and successful solutions from the playbook for both personality types when starting an insurance agency. Additional insights include crea…

00:24:29  |   Mon 14 Mar 2022
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