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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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Growing Your Business During Turbulent Times

Growing Your Business During Turbulent Times

From global issues affecting the insurance market to interpersonal challenges within your agency, Shane and Tonya discuss practical strategies to navigate and resolve conflicts effectively, leading w…

00:26:17  |   Tue 18 Jun 2024
Are You Booked & Busy?

Are You Booked & Busy?

Shane and Tonya discuss the pressure to equate busyness with success, the effects on mental health and work-life balance, their personal experiences of being overbooked, and finding fulfillment beyon…

00:26:56  |   Tue 11 Jun 2024
From Salesperson to CEO: Mastering The Achievement Mindset

From Salesperson to CEO: Mastering The Achievement Mindset

 Shane and Tonya discuss the challenges of moving from a sales-focused mindset to a ownership role, the importance of building infrastructure, and developing leadership skills. Their conversation hig…

00:26:30  |   Tue 04 Jun 2024
The W in SWOT Does Not Mean Worry

The W in SWOT Does Not Mean Worry

Shane and Tonya discuss the Julie-ism of "Don't Create Your Worry," the worry cycle, and how it affects our lives and our independent insurance agencies. 

IA Forward to can help you take your agency f…

00:26:41  |   Tue 28 May 2024
Finding The Solution For What Annoys You The Most

Finding The Solution For What Annoys You The Most

Shane and Tonya discuss pinpointing the stress points in your agency, figuring out the specific problem, and finding the solution.

IA Forward to can help you take your agency from good to great. Learn…

00:25:20  |   Tue 21 May 2024
The Big Deal About Dwelling Fire (And Why It Matters To Your Agency)

The Big Deal About Dwelling Fire (And Why It Matters To Your Agency)

Shane and Tonya discuss the importance of balancing your book - and what carriers are doing about it.

IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and f…

00:25:25  |   Tue 14 May 2024
The DBW Principle For Success

The DBW Principle For Success

Shane and Tonya discuss the DBW principle and what independent insurance agents are doing to find success in the hard market.

IA Forward to can help you take your agency from good to great. Learn more…

00:24:29  |   Tue 07 May 2024
Think Long-Term, But Sometimes You Need A Win NOW

Think Long-Term, But Sometimes You Need A Win NOW

Shane and Tonya discuss needing a win now, the comparison game, agency growth, and the business owner versus sales mindset. 

IA Forward to can help you take your agency from good to great. Learn more …

00:26:11  |   Tue 30 Apr 2024
Leveraging Spring Opportunities For Agency Promotion

Leveraging Spring Opportunities For Agency Promotion

Shane and Tonya discuss how to get the best return on investment for spring marketing opportunities.

IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and fo…

00:26:43  |   Tue 23 Apr 2024
What The State Farm Downgrade Means For The Independent Channel

What The State Farm Downgrade Means For The Independent Channel

Shane and Tonya discuss State Farm General's AmBest downgrade, the clickbait articles, using negativity about competition on social media, and staying focused on yourself.

IA Forward to can help you t…

00:19:06  |   Tue 16 Apr 2024
Diplomacy: Building, Strengthening, and Repairing Carrier Relationships

Diplomacy: Building, Strengthening, and Repairing Carrier Relationships

Shane and Tonya discuss building, strengthening, and repairing relationships with insurance carriers.

IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and f…

00:26:41  |   Mon 08 Apr 2024
Management Versus Leadership - And Why You Need Both

Management Versus Leadership - And Why You Need Both

Shane and Tonya discuss the differences between management and leadership, why you need both, and how to motivate your people (and yourself) to succeed.

IA Forward to can help you take your agency fro…

00:26:52  |   Thu 04 Apr 2024
Compensation, Agency Culture, and Keeping Your People Happy

Compensation, Agency Culture, and Keeping Your People Happy

Shane and Tonya discuss current trends in hiring compensation, what employees are looking for, and agency culture.

Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagr…

00:27:35  |   Mon 01 Apr 2024
Do Your Processes Make Sense?

Do Your Processes Make Sense?

Shane and Tonya discuss diving deep into processes, making sure they are actually efficient, moving the profitability needle, and not doing things just because we've always done them that way.

Learn m…

00:26:11  |   Thu 28 Mar 2024
Telematics, Risk Evaluation, and Car Companies Selling Data

Telematics, Risk Evaluation, and Car Companies Selling Data

Shane and Tonya discuss the recent New York Times article about car companies selling data to insurance carriers, how that affects insurance rates, and how to have those conversations with clients.

Le…

00:27:07  |   Mon 25 Mar 2024
The Comfort Zone: Getting Comfortable With Being Uncomfortable

The Comfort Zone: Getting Comfortable With Being Uncomfortable

Shane and Tonya discuss why it's risky to stay where you are, decision "sample sizes," making adjustments, and being forced to focus on other things to create new ideas.

Learn more at iaforward.com, a…

00:26:35  |   Thu 21 Mar 2024
Walks vs Strikes: Why Understanding

Walks vs Strikes: Why Understanding "Your Pitch" Is Important

Shane and Tonya discuss the idea of Walks vs Strikes as an independent agent, how to understand "your pitch," why you should focus on it, and not getting caught up in what others are doing. 

Learn mor…

00:27:16  |   Mon 18 Mar 2024
Hard Market Mindset: Claiming This As

Hard Market Mindset: Claiming This As "Our Market"

Shane and Tonya discuss the mental investment of mindset change of our hard market, the email reset, and being comfortable with being uncomfortable.

Learn more at iaforward.com, and follow IA Forward …

00:27:12  |   Thu 14 Mar 2024
Claims Shift: Carriers Want Agents Back In The Conversation

Claims Shift: Carriers Want Agents Back In The Conversation

Shane and Tonya discuss changes that carriers are making in how they want agents to handle claims and are bringing agents back into the conversation.

Learn more at iaforward.com, and follow IA Forward…

00:27:12  |   Mon 11 Mar 2024
ACV vs Replacement Costs - And The Long-Term Effects The Insurance Industry

ACV vs Replacement Costs - And The Long-Term Effects The Insurance Industry

Shane and Tonya discuss changes in roof coverage, having those conversations with your clients, and how it affects our industry long-term.

Learn more at iaforward.com, and follow IA Forward on LinkedI…

00:26:39  |   Mon 04 Mar 2024
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