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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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What Millennials & Gen Z Think About Insurance - And It's Not What You're Assuming

What Millennials & Gen Z Think About Insurance - And It's Not What You're Assuming

Shane and Tonya discuss a surprising recent article from Insurance Journal on what Millennials and Gen Z think about insurance, as well as Shane's recent experience with his daughter purchasing insur…

00:23:49  |   Thu 27 Jul 2023
Where NOT To Spend Your Marketing Dollars

Where NOT To Spend Your Marketing Dollars

Not getting the results you're expecting from your marketing dollars? Shane and Tonya discuss mistakes agents make, where NOT to spend your money, and why it's not working.

Learn more at iaforward.com…

00:25:50  |   Mon 24 Jul 2023
It's Not About Selling - It's About Being The Expert

It's Not About Selling - It's About Being The Expert

Shane and Tonya discuss the idea of asking questions, being genuine, and authentically learning to create the perception of expertise - especially with businesses and creating referral sources. 

Learn…

00:26:05  |   Thu 20 Jul 2023
Need, Price, Perception of Value, and Being a Connector

Need, Price, Perception of Value, and Being a Connector

Shane and Tonya discuss insurance guru Brian Besch's theories on clients, selling, perception of value, book building, and being a connector. 

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

00:25:34  |   Mon 17 Jul 2023
Hitting the Hard Market Panic Button

Hitting the Hard Market Panic Button

Are you starting to hit the panic button in this hard market? Shane and Tonya discuss options to keep your agency afloat as the changes keep happening.

Learn more at iaforward.com and follow IA Forwar…

00:25:50  |   Thu 13 Jul 2023
Changing Perspective on Telematics

Changing Perspective on Telematics

Looking for tools to change the conversation in this hard market? Shane and Tonya discuss the evolution of telematics, changing your lens as a agent, and how to market it to clients effectively.

Learn…

00:27:28  |   Mon 10 Jul 2023
Success and Survival When Working With Family

Success and Survival When Working With Family

Shane and Tonya explore the dynamics of how to successfully work with your spouse, children, siblings, and parents.

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

00:26:15  |   Thu 06 Jul 2023
Google & Facebook Reviews: Creating Five-Star Solutions After A Negative Review

Google & Facebook Reviews: Creating Five-Star Solutions After A Negative Review

Google and Facebook Reviews are a vital part of marketing your insurance agency. Shane and Tonya discuss how to take a bad review and make it work in your favor.

Learn more at iaforard.com and follow …

00:25:52  |   Mon 03 Jul 2023
Building Relationship With Video and LSU Wins the Men's College World Series

Building Relationship With Video and LSU Wins the Men's College World Series

In a post-pandemic world, using video to create client relationships is becoming the norm. Shane and Tonya discuss using video in your agency, as well as the LSU Tigers winning the Men's College Worl…

00:24:16  |   Thu 29 Jun 2023
Changes In The Insurance Industry and The Long-Term Outlook

Changes In The Insurance Industry and The Long-Term Outlook

Shane and Tonya discuss changes in the industry, what they mean for our agencies, and what long-term outlook planning should look like.

Learn more at iaforward.com and follow us on LinkedIn, Facebook,…

00:26:19  |   Mon 26 Jun 2023
Getting Political - Insurance Commissioners, Regulations, & The Free Market

Getting Political - Insurance Commissioners, Regulations, & The Free Market

We're all tired of politics, but decisions constantly being made that affect our livelihood as agency owners. Shane and Tonya discuss electing or appointing commissioners, the long-term effects of re…

00:24:50  |   Thu 22 Jun 2023
Honor Your Commitments

Honor Your Commitments

Shane and Tonya discuss honoring your commitments to your family, your team, your clients, and your community. 

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

I…

00:25:29  |   Mon 19 Jun 2023
Cybersecurity for Your Agency (And Why It Matters)

Cybersecurity for Your Agency (And Why It Matters)

Shane and Tonya discuss why small independent agencies are attractive to cyberterrorists, what your clients' information is worth on the dark web, and how to protect yourself.

Learn more at iaforward.…

00:25:57  |   Thu 15 Jun 2023
The Independent Agency Channel is Dead (And Other Myths)

The Independent Agency Channel is Dead (And Other Myths)

Shane and Tonya discuss the independent agency system, insurtechs, direct, and  exclusive channels, and why our future is exciting as independent agents.

Learn more at iaforward.com and follow IA Forw…

00:25:28  |   Mon 12 Jun 2023
Using

Using "Game Tape" To Improve Your Agency

Great athletes consistently watch game tape to improve their skills and find patterns. Shane and Tonya discuss the idea of using "game tape" within our agencies  to improve performance and help new i…

00:25:39  |   Thu 08 Jun 2023
Prep Your Agency For Hurricane Season

Prep Your Agency For Hurricane Season

Hurricane Season is here! Shane and Tonya discuss ways to educate your clients on their need for flood insurance protection.

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

00:25:00  |   Mon 05 Jun 2023
Simplify, Automate, and Use Your Technology Effectively

Simplify, Automate, and Use Your Technology Effectively

As your agency grows, things can get complicated fast. Shane and Tonya discuss why it's imperative to keep it simple, automate where possible, and use the technology that you have before purchasing m…

00:26:41  |   Thu 01 Jun 2023
FAQ on Mergers & Acquisitions

FAQ on Mergers & Acquisitions

Looking to buy a book of business? Want to set your agency up for success when it's time to sell?  Shane and Tonya discuss M&A do's and don'ts.

Learn more at iaforward.com and follow us on LinkedIn, F…

00:25:01  |   Mon 29 May 2023
Be An Authentic Chameleon

Be An Authentic Chameleon

It may sound like an oxymoron, but being an authentic chameleon should be your goal in the insurance business. Shane and Tonya discuss asking the right questions,  figuring out what is most important…

00:25:59  |   Thu 25 May 2023
Energy Management Versus Time Management

Energy Management Versus Time Management

As an agency owner, managing your energy is even more important than managing your time. Shane and Tonya discuss choosing who and what deserves your energy and how to reduce energy draining activitie…

00:25:24  |   Mon 22 May 2023
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