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PODCAST · business

IA Forward

IA Forward is your playbook for success as an insurance agent.Every week, Shane Tatum, Tonya Lied, and Mike Boesl tackle the real challenges insurance agents face, from growing a profitable book of business and building a stronger team to marketing, leadership, carrier relationships, industry changes, and the decisions that come with owning and running an agency.No corporate talking points. No textbook advice. Just honest conversations, practical strategies, a few strong opinions, and lessons you can actually use in your agency.Whether you’re building your first book, growing an established agency, or trying to figure out what’s next, IA Forward is about helping you think bigger, lead better, and build a business you actually want to own.Learn more at www.integrapartnernetwork.com

Publisher-supplied feed metadata · PodParley refreshed Sep 11, 2026 · Source feed

  1. 335

    Let the Rainmaker Make Rain

    The quarterback is not effective if he is playing every position. So why are you spending so much time doing exactly that in your agency?We discuss hiring for weakness, where AI and your tech stack fit into the equation, why delegation isn’t giving up control, and separating out $500-an-hour work from $25-an-hour work, Figure out where you create the most value and then go make it rain! Learn more at IntegraPartnerNetwork.com.

  2. 334

    Fast Forward: That $3,000 Bonus Could Cost You $50,000

    The market is opening back up, and carriers are throwing bonus money at agents. But before you start chasing bonuses, there’s a bigger question: What could that short-term money cost you later?In this short update, Shane and Tonya discuss how chasing a $3,000 bonus today could potentially cost you much more at profit-sharing time.Incentives aren’t bad. But before you chase the money, take off your salesperson hat and put on your agency owner hat.Take the money when it aligns with your strategy. Just don’t change your strategy to get the money.Learn more at IntegraPartnerNetwork.com.

  3. 333

    Stop Chasing Your Tail

    There’s a fine line between persistence and wasting your time.In this episode , we talk about knowing when to keep pursuing a prospect and how chasing one client too much can mean missing five other opportunities right in front of you. And somewhere along the way, they discuss unique sales techniques, tiny airports, and why hanging up a cell phone will never be as satisfying as slamming down a landline.Sometimes growth isn’t about chasing harder. It’s about knowing what’s worth chasing in the first place.Learn more at IntegraPartnerNetwork.com.

  4. 332

    "It's Probably Going to Be Okay" is the Worst Thing You Can Say

    Sometimes the biggest problems in an insurance agency don’t start with a giant red flag. They start with the little yellow ones we notice, question for a second, and then choose to ignore. We discuss the warning signs agents shouldn’t overlook: from clients who want you to bend the rules,  stories that don’t quite add up, last-minute emergencies, and those moments when your gut is simply telling you something isn’t right.Plus, Mike’s lack of an SEC allegiance is officially declared a yellow flag, and he’s forced to choose a team for the 2026 season.Learn more at IntegraPartnerNetwork.com.

  5. 331

    Where Are My Leads? The Truth About Marketing Your Agency

    Everyone wants marketing to work immediately: post on social media, send the email, sponsor the event, drop off the donuts, and "Where are my leads?”Shane and Tonya are joined by Campbell Bagshaw to discuss why effective marketing rarely delivers instant results. From social media and networking to referral partnerships and community sponsorships, they break down why consistency, familiarity, and patience matter. Campbell also brings a Gen Z perspective to the conversation, sharing what businesses need to understand about reaching the next generation and why embracing new technology, including AI, matters.Marketing isn’t one and done. Measure what’s working, make adjustments, keep showing up, and remember: nobody wins a marathon at mile two.Learn more at IntegraPartnerNetwork.com.

  6. 330

    Would You Buy Your Own Agency? Stay Ready to Sell, Even If You Never Do

    You may have no plans to sell your agency. But if someone wanted to buy it tomorrow, what would they find? We look at what makes an insurance agency valuable: from clean financials and organized customer data to documented processes, carrier concentration, policies per customer, and an agency that can operate without everything living in the owner’s head. When you break down the things a potential buyer would notice, your agency will run more profitability and efficiently.Learn more at IntegraPartnerNetwork.com.

  7. 329

    It's Not the Chicken: The Chick-fil-A Model for Agency Success

    What can an insurance agency learn from Chick-fil-A? From the owner-operator mindset to servant leadership, we'll discuss how agency owners can build a business that earns loyalty, empowers employees, and creates clients who never want to leave. If you're looking to grow an agency that stands out in a crowded marketplace, this conversation will challenge you to think beyond insurance products and focus on what truly builds lasting relationships.Because in the end, it's not the chicken - it's the experience.Learn more at IntegraPartnerNetwork.com.

  8. 328

    What It Takes to Win Is Simple (But Not Easy)

    What does Hall of Fame football coach Marv Levy have to teach insurance agents? As it turns out, quite a bit. Inspired by the timeless wisdom of the Buffalo Bills legend, the IA Forward team explores how some of the greatest leadership lessons from the football field apply directly to building a successful agency. From embracing difficult challenges and staying persistent through setbacks to leading with character, adapting to change, and creating a winning culture, this episode is packed with practical insights every agency owner can use.Learn more at IntegraPartnerNetwork.com.

  9. 327

    Ignore the Noise: Why Every Agency Owner Needs Fewer Outside Opinions

    Everyone has an opinion. Your mentor. Your competitors. Social media. Industry Facebook groups. Even well-meaning friends and family. The challenge isn't finding advice. It's knowing which voices deserve your attention.  We discuss why asking too many people for advice can actually make decision-making harder, which causes agency owner to get stuck searching for "perfect."Learn more at IntegraPartnerNetwork.com.

  10. 326

    The Hidden Cost of Chasing Everything

    Every week, agency owners are faced with another opportunity. A new product. A new carrier. A new technology. A new revenue stream. The question isn't whether you can pursue it, it's whether you should.In this episode of IA Forward, the team explores why some opportunities build stronger agencies while others quietly steal your time, create unnecessary risk, and keep you from reaching the next level. Learn more at IntegraPartnerNetwork.com.

  11. 325

    Why Agency Owners Dread Mondays (And How To Change It)

    If Monday feels more like survival than opportunity, this conversation will help you identify what's really causing the frustration and give you practical ways to build an agency you're excited to lead every single week. Shane and Tonya discuss the habits that create unnecessary stress, how procrastination fuels overwhelm, why systems matter more than working harder, and simple mindset shifts that can transform the way you approach your business.Learn more at IntegraPartnerNetwork.com.

  12. 324

    Halftime Adjustments: Winning the Second Half of 2026

    As rates begin to stabilize, competition heats back up, and carriers return to growth mode, agency owners face a new challenge: balancing retention and new business, without losing momentum.  If you're ready to finish 2026 stronger than you started it, this episode is your halftime strategy session. Learn more at IntegraPartnerNetwork.com.

  13. 323

    Who Makes the Rules? The Great State Farm Shakeup

    For decades, State Farm represented stability. Then one of the industry's largest carriers announced sweeping changes to contracts, benefits, compensation, and retirement programs.We explore the State Farm shakeup and  what it means for the independent insurance channel. We discuss ownership, choice, customer loyalty, talent shifts, and why the ability to adapt may be the most valuable asset an agency owner has.This conversation is bigger than one company. It's about control, resilience, and what happens when the landscape changes beneath your feet. Because in insurance, the most important question may not be who writes the policy. It's who makes the rules.Learn more at IntegraPartnerNetwork.com.

  14. 322

    Don't Put Your Logo on That: Why Cheap Marketing Can Cost You

    One of the most overlooked parts of building an insurance agency brand is the giveaways, promotional items, and marketing materials that represent your business long after you've left the room. We discuss why cheap giveaways can damage your brand, why most promotional items end up in the trash while a few stay on desks for years, and why "everyone is doing it" is a terrible marketing strategy.Because sometimes the best branding advice is simple: Don't put your logo on that.Learn more at IntegraPartnerNetwork.com.

  15. 321

    How Customers Really Find an Insurance Agent

    Everyone knows how to find Flo, the Geico Gecko, or Jake from State Farm. But how do customers actually find an independent insurance agent?One of the biggest challenges (and greatest opportunities) for independent agencies is visibility. We discuss online reviews, referrals, community involvement, referrals, social media, authentic relationship-building, and the real ways customers discover and choose independent agents.T If you've ever wondered why some agencies seem to attract customers effortlessly while others struggle to get noticed, this episode offers practical ideas you can implement right away.Learn more at IntegraPartnerNetwork.com.

  16. 320

    The Market Is Stabilizing. Are You? - With Mitzi Fox

    The hard market forced a lot of agencies into survival mode. We became insurance hostage negotiators for frustrated clients. But as the market begins to stabilize, this is our opportunity to remember who we really are.We're not order takers, quote machines, or in the business of finding the cheapest policy every six months. We're advisors, educators, and advocates.And the agencies that thrive in the next chapter won't be the ones chasing the lowest price. They'll be the ones creating the deepest trust.Learn more at IntegraPartnerNetwork.com.

  17. 319

    AI Is Here. No Panic Required.

    IA Forward tackles one of the biggest questions facing independent insurance agencies right now: Is AI going to replace traditional agency roles? From CSRs and account managers to producers and agency owners, the conversation explores what AI is actually changing, what it definitely isn’t, and where agencies can gain efficiency without losing the human relationships that make independent insurance agencies differentLearn more at IntegraPartnerNetwork.com.

  18. 318

    Built Your Way: Questions Every Exclusive Agent Should Ask Before Going Independent

    Thinking about making the leap from being an exclusive agent to independent agency ownership? The right questions matter.  Tonya, Mike, and Robby Jabour discuss what exclusive agents need to know before making the move. From book ownership and contracts to carrier access, quoting models, profit sharing, onboarding support, and hidden costs, this conversation is a practical guide to evaluating agency network opportunities with confidence. Learn more at IntegraPartnerNetwork.com.

  19. 317

    Non-Resident Licensing: Are You Growing or Chasing?

    This episode talks real strategy behind non-resident licensing: when expansion makes sense and when it becomes a costly distraction. From holding on to relocating clients, to the temptation of “collecting states,” our team discusses local expertise, licensing costs, operational complexity, and what it really takes to scale beyond your home state in the most effective way.Learn more at IntegraPartnerNetwork.com.

  20. 316

    The Secret to Growing a Successful Insurance Agency

    Everyone wants the secret to growing a successful agency. Here’s the truth: there isn’t one. Shane, Mike, and Tonya break down what actually drives growth (and it’s not a magic strategy, a viral marketing idea, or a one-time win).  We talk about what it really looks like to move from process to profit: refining your workflows, adapting to technology, and committing to the habits that successful agencies don’t skip. Learn more at IntegraPartnerNetwork.com.

  21. 315

    Think Like a Business Owner, Prepare Like an Athlete

    What do successful agency owners and elite athletes have in common? More than you might think. Emma Tatum joins Shane, Mike, and Tonya to talk about creating momentum through stoic leadership. From agency growth to the danger of overreacting to setbacks, this conversation connects the mindset of high performers on the field to business owners building something meaningful. If you’ve ever struggled to recognize progress, trust your process, or create structure in the freedom of entrepreneurship, this episode is for you.Learn more at IntegraPartnerNetwork.com.

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ABOUT THIS SHOW

IA Forward is your playbook for success as an insurance agent.Every week, Shane Tatum, Tonya Lied, and Mike Boesl tackle the real challenges insurance agents face, from growing a profitable book of business and building a stronger team to marketing, leadership, carrier relationships, industry changes, and the decisions that come with owning and running an agency.No corporate talking points. No textbook advice. Just honest conversations, practical strategies, a few strong opinions, and lessons you can actually use in your agency.Whether you’re building your first book, growing an established agency, or trying to figure out what’s next, IA Forward is about helping you think bigger, lead better, and build a business you actually want to own.Learn more at www.integrapartnernetwork.com

HOSTED BY

Shane Tatum and Tonya Lied

Frequently Asked Questions

How many episodes does IA Forward have?

IA Forward currently has 21 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is IA Forward about?

IA Forward is your playbook for success as an insurance agent.Every week, Shane Tatum, Tonya Lied, and Mike Boesl tackle the real challenges insurance agents face, from growing a profitable book of business and building a stronger team to marketing, leadership, carrier relationships, industry...

How often does IA Forward release new episodes?

IA Forward has 21 episodes. Check the episode list to see recent publication dates and frequency.

Where can I listen to IA Forward?

You can listen to IA Forward on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.

Who hosts IA Forward?

IA Forward is created and hosted by Shane Tatum and Tonya Lied.
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