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.
Podcasting since 2022 • 292 episodes
IA Forward
Latest Episodes
Turning Sales into Sustainability: The Accounting Mindset for Agency Owners
Most agency owners love selling, but dread accounting. Shane and Tonya tackle the side of agency ownership that doesn’t always come naturally to sales-driven entrepreneurs, and break down the basics that turn chaos into clarity. Learn how clean...
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Season 1
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Episode 290
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41:54
The Shutdown Showdown: When Politics Hit Your Agency
When Washington stalls, Main Street feels the impact. Shane and Tonya discuss how a government shutdown ripples through independent insurance agencies. They also draw parallels between political gridlock and the realities of running an agency, ...
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Season 1
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Episode 289
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28:08
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Building Trust Without the Label
In the independent channel, freedom isn’t just a philosophy, it’s your competitive edge. Shane and Tonya unpack the recent sale of Trusted Choice, what it reveals about branding, autonomy, and the true power of local trust, and how owning your ...
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Season 1
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Episode 288
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32:09
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Ask Shane: Tough Questions, Honest Answers
Every once in a while, we put Shane in the hot seat, and this time, the questions don’t hold back. From navigating what to do when a top producer plateaus, to handling tricky referrals and ownership conversations, this "Ask Shane" episode digs ...
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Season 1
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Episode 287
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30:29
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Playing Defense: Keeping Clients When Rates Keep Rising
Premiums keep climbing. Customers are tired. Agents are exhausted. So how do you keep client loyalty when everyone’s feeling the pressure? Shane and Tonya break down how to play defense for your book, turn frustration into understanding, and pr...
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Season 1
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Episode 286
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29:26
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