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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 Stability and the Hard Market Reality Check

Agency Stability and the Hard Market Reality Check

Shane and Tonya discuss venting up, carrier relationships, the danger of falling into lazy selling" habits, and strategies to keep your agency’s growth and profitability on track. 

IA Forward to can h…

00:27:37  |   Tue 05 Nov 2024
How the Underdog Wins: What Agency Owners Can Learn from Vanderbilt’s Big Upset

How the Underdog Wins: What Agency Owners Can Learn from Vanderbilt’s Big Upset

What do a historic Vanderbilt football upset and independent insurance agencies have in common? More than you’d think! In this episode, Shane and Tonya discuss rethinking what it means to be a game c…

00:28:23  |   Tue 29 Oct 2024
Social Media vs. Insurance: Fighting the Scam Label

Social Media vs. Insurance: Fighting the Scam Label

Shane and Tonya discuss the social media trend labeling insurance as a "scam," and what insurance professionals can do to educate consumers and change the narrative without fueling unnecessary confli…

00:27:14  |   Tue 22 Oct 2024
Hurricane Season Realities: Navigating the Insurance Storm

Hurricane Season Realities: Navigating the Insurance Storm

Shane and Tonya dive into the realities of hurricane season, discussing how agency owners can lead with empathy during natural disasters, balance the challenges of insurance claims and industry press…

00:23:41  |   Tue 15 Oct 2024
Unlocking the Potential of Your Management System with Beaux Pilgrim

Unlocking the Potential of Your Management System with Beaux Pilgrim

Beaux Pilgrim from IA Blueprint joins Shane and Tonya to share insights on leveraging technology, automation, and peer-to-peer learning through management system user groups. 

IA Forward to can help y…

00:28:16  |   Tue 08 Oct 2024
Enhancing Efficiency with CSRs

Enhancing Efficiency with CSRs

Shane and Tonya discuss the introduction of a new CSR role in Integra’s retail agency, and how this three-layered structure can help agencies of all sizes grow more efficiently, improve client retent…

00:25:51  |   Tue 01 Oct 2024
Turning Chaos into Opportunity

Turning Chaos into Opportunity

Shane and Tonya explore how independent insurance agencies can thrive by turning chaos into opportunity. Drawing inspiration from the famous Sun Tzu quote, they discuss strategies for navigating mark…

00:26:57  |   Tue 24 Sep 2024
Market Trends and Insurance Gossip

Market Trends and Insurance Gossip

Shane and Tonya talk carrier updates and market shifts. Tune in for an episode filled with insights, a bit of speculation, and a dash of gossip on the latest industry trends. 

IA Forward to can help y…

00:24:55  |   Tue 17 Sep 2024
Turning Auto Rate Increases into Conversations

Turning Auto Rate Increases into Conversations

Shane and Tonya discuss strategies to help your customers understand the reasons behind rising auto premiums and how to effectively turn a difficult topic into an opportunity to build trust.

IA Forwar…

00:28:35  |   Tue 10 Sep 2024
Hunter, Farmer, or Trapper: Building the Strongest Team for Your Agency

Hunter, Farmer, or Trapper: Building the Strongest Team for Your Agency

Shane and Tonya explore the different sales personas—hunters, farmers, and trappers, how understanding these roles can help you build a more effective team, and why the right mix of skills and person…

00:26:44  |   Tue 03 Sep 2024
Scaling Smart: When and How to Grow Your Agency

Scaling Smart: When and How to Grow Your Agency

Shane and Tonya discuss the right timing and strategies for growth and how to expand your team while preserving the personalized service your clients love. 

IA Forward to can help you take your agency…

00:25:36  |   Tue 27 Aug 2024
Defining Your Agency's Identity: Creating Culture & Brand

Defining Your Agency's Identity: Creating Culture & Brand

Shane and Tonya explore the decisions involved in shaping your agency’s identity. From the importance of branding to creating a strong company culture, they offer insights into business growth and im…

00:27:18  |   Tue 20 Aug 2024
Chasing Authentic Success: Your Dream, Your Agency

Chasing Authentic Success: Your Dream, Your Agency

Shane and Tonya discuss the importance of staying true to your own vision in the independent agency world, as well as exploring the pitfalls of chasing others' dreams, the value of authenticity, and …

00:26:29  |   Tue 13 Aug 2024
Politics and Social Media: Balancing Business and Beliefs

Politics and Social Media: Balancing Business and Beliefs

Shane and Tonya discuss the contentious political climate, the impact of polarized opinions on small business owners, and should agency owners take a political stance on their personal and business s…

00:25:04  |   Tue 06 Aug 2024
Bucket Lists and Business Goals

Bucket Lists and Business Goals

How can managing expectations enhance satisfaction in your personal and professional life? Shane and Tonya share insights on balancing bucket list experiences with business goals, setting realistic e…

00:27:36  |   Tue 30 Jul 2024
Weathering the Aftermath: Preparedness as an Agency Owner

Weathering the Aftermath: Preparedness as an Agency Owner

In the aftermath of Hurricane Beryl in Texas, Shane and Tonya discuss how technology and proactive planning can help you support your clients and maintain business operations during and after signifi…

00:25:03  |   Tue 23 Jul 2024
Halfway There: A Mid-Year Check In For Your Agency

Halfway There: A Mid-Year Check In For Your Agency

Shane and Tonya discuss the importance of mid-year check-ins to reassess goals, make necessary adjustments, find alternate uses for existing tools and resources, and adapt business strategies for lon…

00:25:54  |   Tue 16 Jul 2024
Changing the Insurance Narrative: Positivity in a Negative World

Changing the Insurance Narrative: Positivity in a Negative World

Shane and Tonya discuss the negative talk prevalent within the insurance industry,  strategies for promoting positivity, and the importance of a positive mindset in transforming conversations and cus…

00:24:15  |   Tue 09 Jul 2024
Gen Z Insights with Olivia Bruno: From D1 Athlete to Insurance Intern

Gen Z Insights with Olivia Bruno: From D1 Athlete to Insurance Intern

A unique takeover episode featuring D1 Softball player Olivia Bruno, Kylie Lowry, and Tonya, discussing fresh perspectives on leadership, success, and the evolving role of Gen Z in the insurance indu…

00:27:44  |   Tue 02 Jul 2024
Play The Game, Not the Occasion

Play The Game, Not the Occasion

Shane and Tonya discuss the TV show  Welcome to Wrexham, and draw parallels to the insurance industry: emphasizing the importance of maintaining a consistent approach, rather than focusing on industr…
00:27:21  |   Tue 25 Jun 2024
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