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IA Forward

IA Forward

By: Shane Tatum and Tonya Lied
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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.© 2025 IA Forward Economics Leadership Management Management & Leadership
Episodes
  • From Just Do It to Why Do It: What Nike’s Change Means for Independent Agency Owners
    Sep 23 2025

    Nike’s iconic Just Do It has shifted to Why Do It, but what does that mean for independent agency owners? Shane and Tonya break down Nike’s pivot, the risks of fixing what isn’t broken, and why asking “why” may be the most important step in building an agency that’s truly yours.

    IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

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    32 mins
  • Paper, Texts, or FaceTime: Bridging Communication Gaps
    Sep 16 2025

    How do you communicate effectively when your clients and staff can span generations? Traditionalists trust paper, Boomers want a phone call, Gen X prefer bullet-point emails, a millennial seeks collaboration, and Gen Z has a s video-first mindset. Shane and Tonya break down what each generation values and explore how agency owners can adapt without losing efficiency.

    IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

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    36 mins
  • Chasing New Business and Cultivating Clients
    Sep 9 2025

    Some people thrive on the thrill of landing the next account, others excel at deepening relationships and growing existing business, and some focus on building systems that attract opportunities. Shane and Tonya explore how these different approaches to selling impact agency growth, what to watch out for when hiring, and why your first team addition might not need to sell at all.

    IA Forward to can help you take your agency from good to great. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.

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    27 mins
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