IA Forward

From financial to psychological, clients to carriers, and everything else, Shane and Tonya discuss what it takes to survive your first year as an independent insurance agent. This is a great listen f…

Leaving to start your own agency can be a stressful process, for the producer and the agency owner. Shane and Tonya discuss best practices for both sides to be successful before, during, and after. 

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Shane and Tonya discuss the business brilliance of Bull Durham, overcoming a slump, getting out of your head, and micro-adjustments.

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Shane and Tonya discuss using the claims process client experience to increase client satisfaction and gain referrals. 

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Shane and Tonya talk best practices on surplus lines, premium finance options, agency bill, auditable policies, sweep and premium accounts, and things that are a big more "hairy."

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Since the hard market is here to stay longer than expected, Shane and Tonya talk about the best ways to play defense to maintain clients.

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In this episode of "Ask Shane," we cover the insurance score, direct mail, hiring and training, selling cyber insurance, carrier reps, training our customers, and more. 

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Shane and Tonya discuss the mistakes that they have made regarding branding, what they have learned, and how it can help you save time and energy. 

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Shane and Tonya talk about shifting from the quoting mindset and price bidding wars for business. 

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Shane and Tonya discuss handling the disappointment of rejection, how to handle a prospect "ghosting" you, and how we accidentally ghost prospects, and the NCAA National Champion LSU Women's Basketba…

Shane and Tonya discuss creating your personal brand, social media, and how it affects your business. Inspired by Tonya's recent experience with a personal trainer matchup gone awry.

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Shane and Tonya discuss the importance of a long-term partnership strategy between insurance carriers and their agents.

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Want to successfully add life insurance products to your portfolio? Shane and Tonya talk with Jeff Havard, Regional Coordinator for National Farm Life Insurance, and Robby Jabbour, life and health in…

Let's Celebrate! Shane and Tonya discuss how to maximize your agency's profit sharing / contingency bonus opportunities. 

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Shane, Tonya, and special guest Beaux Pilgrim discuss the balance of automation and relationship building to create more time for your team members while creating long-term client relationships. 

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Shane and Tonya discuss mindset, energy, financial stability, and goals necessary to start a new agency - at any age.

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Finding great team members for your agency is difficult - here are some ideas on how to keep them. Shane and Tonya discuss employee retention concepts from two very different perspectives. 

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Shane answers questions from agents about purchasing an agency, CIC tips and tricks, what to do when going on vacation, how to handle unpleasant clients, being licensed in multiple states, and more. 

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Are you wanting to hire staff for your agency, but want to make sure you've got it right? Shane and Tonya discuss how to find the right people to fit your culture, interviewing and screening ideas, a…

What should you agency work environment look like? How is hiring affected by remote and hybrid work? Having difficulty getting team members back in the office? Should I keep my storefront? Shane and …