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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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Taking A Leap of Faith: Our 200th Episode on Leap Day

Taking A Leap of Faith: Our 200th Episode on Leap Day

Shane and Tonya celebrate their 200th podcast on Leap Day and discuss having faith in yourself when starting your agency, growing your agency, and knowing there is no perfect time. 

Learn more at iafo…

00:25:52  |   Thu 29 Feb 2024
Rising Above Your Competition

Rising Above Your Competition

Shane and Tonya discuss your competitors tactics, and what you should be doing in response. 

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

IA Forward to can h…

00:25:50  |   Mon 26 Feb 2024
Client Expectations, Marketing Challenges, and Conversations

Client Expectations, Marketing Challenges, and Conversations

Shane and Tonya discuss expectations of clients (and vice versa), commercials from The Big Game (and our marketing takeaways), and conversations with clients.

Learn more at iaforward.com and follow IA…

00:26:58  |   Thu 22 Feb 2024
Measuring Success: Choosing Benchmarks and KPIs

Measuring Success: Choosing Benchmarks and KPIs

Shane and Tonya discuss how to measure success, keeping it simple, and being selective on business key performance indicators (kpi's) and benchmarks.

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

00:29:28  |   Mon 19 Feb 2024
Profit & Loss, Cash Flow, and The

Profit & Loss, Cash Flow, and The "Not Fun" Financial Stuff

Shane and Tonya discuss business financials, including free tools that are available, that an agency owner needs to be using for success.

Learn more at iafoward.com, and follow IA Forward on LinkedIn,…

00:26:48  |   Thu 15 Feb 2024
Executive Strategies from Abraham Lincoln

Executive Strategies from Abraham Lincoln

Abraham Lincoln was an extraordinary leader, and modern-day business backs up his methods. Shane and Tonya discuss how to apply the lessons we learn from Lincoln to our agencies. 

Learn more at iaforw…

00:27:35  |   Mon 12 Feb 2024
The Loud Budgeting Trend and What It Means To Agency Owners

The Loud Budgeting Trend and What It Means To Agency Owners

The TikTok trend of Loud Budgeting has created a social media storm. Shane and Tonya discuss Loud Budgeting, what is means for your agency, and how to authentically use the trend in your marketing to…

00:27:17  |   Thu 08 Feb 2024
Excess & Surplus Lines - The Good, The Bad, and The Stuff You Need To Know

Excess & Surplus Lines - The Good, The Bad, and The Stuff You Need To Know

Shane and Tonya discuss the ins and outs of writing E&S insurance and what standard preferred agents need to know to be successful.

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

00:26:23  |   Mon 05 Feb 2024
Location, Location, Location - Does Your Agency Office Space Matter?

Location, Location, Location - Does Your Agency Office Space Matter?

Shane and Tonya discuss agency location options: from brick-and-mortar storefronts to co-working spaces, home offices, office buildings, and everything in between. 

Learn more at iaforward.com and fol…

00:26:42  |   Thu 01 Feb 2024
Agency Fees For Personal and Commercial Insurance - And Why The Polarization of Opinions

Agency Fees For Personal and Commercial Insurance - And Why The Polarization of Opinions

Shane and Tonya discuss agency fees across personal and commercial lines, specialty,  lines, standard preferred,  non-standard auto, fee versus commission, and more.

Learn more at iaforward.com, and f…

00:26:18  |   Mon 29 Jan 2024
Creating the Work-Life Balance You Need

Creating the Work-Life Balance You Need

Shane and Tonya discuss creating the work-life balance that you need to be successful with your agency and at home, and how that changes at different life-cycles in your business.

Learn more at iaforw…

00:25:23  |   Thu 25 Jan 2024
Should An Established Independent Agency Join An Agency Group?

Should An Established Independent Agency Join An Agency Group?

Shane and Tonya discuss the pros and cons of an established independent agency joining an agency group, what to look for, and the options available.

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

00:25:41  |   Thu 18 Jan 2024
Should You Join an Agency Group When Starting A New Agency?

Should You Join an Agency Group When Starting A New Agency?

Shane and Tonya discuss carrier access, technology assistance, and peer support available for agents starting a new independen agency from scratch. 

Learn more at iaforward.com. 

IA Forward to can help…

00:25:46  |   Mon 15 Jan 2024
Does Buying Leads Actually Work?

Does Buying Leads Actually Work?

Shane and Tonya discuss the results of the great "Lead Buying Experiment of 2023."

Learn more at iaforward.com. 

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

00:26:08  |   Thu 11 Jan 2024
The Annual Word of the Year Episode

The Annual Word of the Year Episode

Shane and Tonya each reveal their word of the year and discuss beginning the new year with a focus and planning (instead of resolutions).

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

00:26:22  |   Mon 08 Jan 2024
You Are Not Behind - The Year Is Just Starting!

You Are Not Behind - The Year Is Just Starting!

Why does it feel like you're already behind for 2024 and it's only January 4th(ish)? Shane and Tonya discuss what we should expect of ourselves and our agencies coming out of the holiday season, why …

00:25:28  |   Thu 04 Jan 2024
Happy New Year! Technology We Are Excited About (And Not Excited About) For 2024

Happy New Year! Technology We Are Excited About (And Not Excited About) For 2024

Shane and Tonya welcome 2024 by talking about trends in Insurtech, AI, and more.

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

IA Forward to can help you take…

00:26:19  |   Mon 01 Jan 2024
Twixtmas: Saying Goodbye (and Good Riddance) to 2023

Twixtmas: Saying Goodbye (and Good Riddance) to 2023

Shane and Tonya look back on the highs and lows of the independent insurance industry in 2023, and look ahead to 2024.

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

00:26:33  |   Thu 28 Dec 2023
The Christmas Episode: Unwrapped With Julie and The Cute Boy

The Christmas Episode: Unwrapped With Julie and The Cute Boy

Shane and Tonya are joined by their spouses, Julie and The Cute Boy, for a special "unwrapped" Christmas episode to tell their sides of the stories. Learn more about spouses working together successf…

00:48:33  |   Mon 25 Dec 2023
Here's Your Sign: Marketing To Real People

Here's Your Sign: Marketing To Real People

Shane and Tonya discuss how to clarify your marketing, signs, social media, and more.

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

IA Forward to can help you…

00:27:46  |   Thu 21 Dec 2023
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