Best Shane Tatum and Tonya Lied Podcasts (2025)

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Cloning Yourself: Building An Agency That Runs Without You 21:30

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3d ago21:30

21:30

Shane and Tonya explore what it truly means to “clone yourself” through systems, people, and AI. From documenting what’s in your head to empowering team members to make confident decisions, they discuss how to build an agency that runs smoothly even when you’re not in the room. Plus, a look at how AI technology and automation tools can become your …

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Don’t Waste the Last Six Weeks: Making the Most of Thanksgiving to New Year 57:06

11d ago57:06

57:06

As the holidays ramp up, most agency owners quietly hit pause and tell themselves, “We’ll circle back after the first of the year.” Shane and Tonya challenge that mindset and discuss how to use the six weeks from Thanksgiving to New Year to your advantage. They talk micro adjustments vs. massive overhauls, why rhythm beats resolutions, how to rethi…

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Beyond 10X Hype: A Real-World Take on Growth and Chaos 42:43

22d ago42:43

42:43

In a world obsessed with 10X growth, Shane and Tonya ask, what does scaling really mean for independent agency owners? They discuss achievement culture, the chaos that comes with growth, and how real progress is forged in discomfort. This episode is key to growing smarter, not just faster. Learn more at IntegraPartnerNetwork.com.…

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Turning Sales into Sustainability: The Accounting Mindset for Agency Owners 41:54

28d ago41:54

41:54

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 financials protect your agency’s value, when to bring in a CPA, and why consistent review (not fancy soft…

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The Shutdown Showdown: When Politics Hit Your Agency 28:08

1M ago28:08

28:08

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, where leadership, accountability, and transparency make all the difference. Whether you’re near a military…

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Building Trust Without the Label 32:09

1M ago32:09

32:09

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 name, your brand, and your client relationships can build a stronger, more sustainable agency than any nat…

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Ask Shane: Tough Questions, Honest Answers 30:29

2M ago30:29

30:29

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 into the real challenges agency owners face every day. Tonya and Shane explore growth, culture, communicat…

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Playing Defense: Keeping Clients When Rates Keep Rising 29:26

2M ago29:26

29:26

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 prove why the independent advisor still wins. Learn more at IntegraPartnerNetwork.com.…

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Hard Market Hangover: Battling Burnout 35:30

2M ago35:30

35:30

The hard market isn’t just hitting premiums, it’s hitting people. Shane and Tonya discuss what burnout really looks like for overwhelmed frontline teams and exhausted agency owners. They share strategies for rebuilding capacity, keeping your best people, new perspectives, and practical ideas. Learn more at IntegraPartnerNetwork.com.…

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What Does $20 Billion Mean For You: The Personal Lines Shift to Independent Agencies 27:50

2M ago27:50

27:50

Independent agents just scored a major win! The personal lines market share for the IA channel has grown nearly $20 billion in the last four years. Shane and Tonya break down what this momentum means for agency owners, why consumers are choosing local advisors over call centers, and why personal lines are creating stability and resilience for indep…

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From Just Do It to Why Do It: What Nike’s Change Means for Independent Agency Owners 31:39

3M ago31:39

31:39

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. Learn more at IntegraPartnerNetwork.com.…

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Paper, Texts, or FaceTime: Bridging Communication Gaps 35:38

3M ago35:38

35:38

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…

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Chasing New Business and Cultivating Clients 26:44

3M ago26:44

26:44

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 additio…

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What Got You Here Won’t Get You There 32:28

3M ago32:28

32:28

Shane and Tonya discuss what it means to pivot with purpose, and why embracing change isn’t risky when it’s rooted in strategy. Whether you're an agency owner stuck in the daily grind, a producer ready to lead, or someone clinging to what you've built out of fear of losing it, this conversation will challenge the way you think about growth, reinven…

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Pitching Gen Z Perspectives with Campbell Bagshaw 33:59

4M ago33:59

33:59

What happens when a Division I athlete spends her summer interning in the insurance world? You get a fresh, insightful look at how Gen Z views our industry. Shane and Tonya talk with Campbell Bagshaw, University of Kansas softball player and Integra’s summer intern, to talk about what surprised her, what agency owners need to know about Gen Z, and …

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Buying Dreams, Blaming Insurance: FHA Loans Under the Microscope 36:43

4M ago36:43

36:43

Headlines say rising insurance premiums are crushing the American dream of homeownership. But is insurance really the problem? Shane and Tonya discuss FHA loans, skyrocketing costs, and why insurance keeps getting blamed for issues created elsewhere. This conversation tackles affordability, financial reality, and the vital role independent agents p…

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The Legislation That Could Change Your Agency and Why It Matters 29:49

4M ago29:49

29:49

What if one bill could change how you do business overnight? Shane and Tonya discuss the Insurance Regulatory Reform Act, federal legislation that has very real consequences for independent agents. From the threat of dual regulation to the risk of losing speed and flexibility, this episode dives into why the fight to keep insurance oversight at the…

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Building Your Agency Like Jeter Played Ball 29:03

4M ago29:03

29:03

Drawing inspiration from baseball great Derek Jeter, Shane and Tonya discuss how focusing on daily consistency, foundational systems, and small wins can create powerful long-term momentum. Whether you're building a personal lines powerhouse or scaling your team, showing up, doing the work, and building on base hits can take your agency further than…

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Delegate to Elevate with Beaux Pilgrim 46:02

5M ago46:02

46:02

Beaux Pilgrim of IA Blueprint joins Shane and Tonya to discuss how virtual assistants are transforming independent insurance agencies, including better documentation, improved retention, and freeing up producers to actually produce. If you’re overwhelmed, understaffed, or just tired of doing it all yourself, this episode will change the way you thi…

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Quoting Is For The Weak: A Conversation with Charles Specht 38:41

5M ago38:41

38:41

Charles Specht, host of the Millionaire Insurance Producer podcast, joins Shane and Tonya to discuss how independent agents can win bigger with commercial insurance through his unique “quoting is for the weak” approach to pre-prospecting, micro-niching and messaging. Learn more at IntegraPartnerNetwork.com.…

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Lessons from the Inside: What’s Working for Us 31:13

5M ago31:13

31:13

Shane and Tonya sit down with Retail Director Tara Graham to share real-world lessons from inside the Integra “lab.” From evolving service roles and managing change to improving customer experience and boosting team morale during a hard market, the conversation gets honest about what’s worked—and what hasn’t. Whether you’re running solo or managing…

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Midyear Micro Moves for Maximum Impact 28:37

6M ago28:37

28:37

It’s halftime of 2025, and you’re still in the game! Shane and Tonya break down what winning agency owners do in the second half of the year with small shifts and smart strategy. Learn more at IntegraPartnerNetwork.com.By Shane Tatum and Tonya Lied

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Renewal Isn’t Retention (Wait, What?) 31:49

6M ago31:49

31:49

Just because a policy renewed doesn’t mean your client is loyal. Shane and Tonya discuss the surprising difference between renewals and retention, explore why insurance agents often confuse the two, and why that mindset is costing them long-term business. You’ll hear practical ideas for building stickiness, touchpoints that matter, and how communic…

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Still Thinking About It? It’s Not Too Late 25:15

6M ago25:15

25:15

You’ve built something, thinking about walking away, and are now asking, “Do I have it in me to start again” Shane and Tonya explore why starting over isn’t a step back, it’s a strategic move forward. With experience, clarity, and relationship capital on your side, this might be the smartest time to build your agency, your way. If you're still thin…

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Cash Out vs. Cash Flow: What is Your Retirement Plan? 28:59

6M ago28:59

28:59

Selling your agency might sound like the ultimate success, but is it the best path for your financial future? Shane and Tonya discuss the options of cashing out or creating long-term, sustainable revenue. They explore what buyers are really looking for, how to structure your agency like an annuity, the emotional side of selling, and the hidden risk…

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Micro Moves, Massive Results 32:22

7M ago32:22

32:22

Big change isn’t always the answer. Shane and Tonya break down how small, strategic adjustments can create a massive impact on your agency. From tweaking processes to rethinking priorities, learn how to stay nimble, lead with clarity, and build momentum one micro move at a time. Learn more at IntegraPartnerNetwork.com.…

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Swing Big. Miss Big. Win Big. 30:54

7M ago30:54

30:54

Great ideas don’t build successful agencies, action does! Shane and Tonya discuss why taking big swings (and sometimes missing) is the only way to truly grow. From overcoming analysis paralysis to tuning out the noise of social media “experts,” they share real-life stories and practical advice for agency owners ready to stop overthinking and start …

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From Burnout to Balance 26:56

7M ago26:56

26:56

Shane and Tonya tackle the cultural obsession with busyness and unpack why a full calendar doesn’t always equal fulfillment. From personal stories to leadership lessons, they explore how agency owners can shift from hustle mode to healthy balance without sacrificing success. Learn more at IntegraPartnerNetwork.com.…

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More than a Green Jacket: Lessons from Augusta for Your Agency 29:51

7M ago29:51

29:51

Shane and Tonya tee off with a conversation about what The Masters can teach us about agency ownership. From Rory McIlroy’s daughter reminding him, “You already know how to play golf,” to recognizing the value of your own strengths and systems, this episode is about presence, persistence, and trusting yourself. Learn more at IntegraPartnerNetwork.c…

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Visibility or Sustainability? Defining Your Agency’s Path 30:11

8M ago30:11

30:11

Shane and Tonya discuss the rise of insurance influencers, the pressure to chase visibility over sustainability, and the challenge of rethinking your agency’s direction to create a business that aligns with your goals and works for you. Learn more at IntegraPartnerNetwork.com.By Shane Tatum and Tonya Lied

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Resilience, Relationships & Real Conversations 34:58

8M ago34:58

34:58

Resilience isn’t just a word, it’s a way of showing up when things get tough. In this episode, Shane and Tonya dive into what resilience really looks like in the independent agency world, why relationships matter more than ever, and how honest conversations can move your business forward. Learn more at IntegraPartnerNetwork.com.…

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What AI Really Means for Independent Agents (with Chad Jackson and Justin White) 28:20

8M ago28:20

28:20

Shane and Tonya talk AI in the independent insurance channel with special guests Chad Jackson and Justin White of Strawberry Antler. From automating quoting to solving real agency problems, they explore how AI can transform the way small and midsize agencies operate, why AI isn’t as intimidating as it sounds, and how it can turn efficiency into opp…

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Fees & Fumbles: Avoiding E&S Mistakes 24:34

8M ago24:34

24:34

Excess and surplus lines (E&S) can open up new opportunities, but it also comes with its own set of challenges. Shane and Tonya break down the common fumbles agents make, share how to avoid costly mistakes, decide when to say no, and discuss how build the processes that make E&S business work for your agency. Learn more at IntegraPartnerNetwork.com…

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Don’t Lose Your Agency Identity at Baggage Claim 29:02

9M ago29:02

29:02

When Southwest Airlines starts charging for checked bags, it’s more than a policy change; it’s a brand identity crisis. Shane and Tonya discuss how staying true to your agency’s unique strengths, rather than chasing trends or comparisons, is the key to long-term success and avoiding burnout. Learn more at IntegraPartnerNetwork.com.…

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Own Your Business, Don’t Let It Own You: The Power of JOMO 27:54

9M ago27:54

27:54

What if the real key to success is JOMO (the Joy of Missing Out)? Shane and Tonya break down how to stay focused, make intentional decisions, and let your business serve you—rather than the other way around. Learn more at IntegraPartnerNetwork.com.By Shane Tatum and Tonya Lied

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Don't Just Complain, Create Change: How Agents Can Shape the Industry 25:14

9M ago25:14

25:14

Feeling frustrated with the lack of control in the insurance industry? Shane and Toya discuss how independent agents can move beyond frustration and take action. From carrier councils to industry advocacy, learn how to create real change for your agency and the industry. Learn more at IntegraPartnerNetwork.com.…

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We’re Here to Run A Business with Aaron and Justin Husman 38:50

9M ago38:50

38:50

Shane and Tonya sit down with Justin and Aaron Husman of The Phoenix Insurance to discuss the mindset shift from “helping people” to strategically running a successful agency. They discuss building a business with intention, protecting your time, selecting employees and clients, and making decisions that set your agency up for real growth and profi…

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60-Second Stories: Selling Insurance With Real-Life Lessons 28:46

10M ago28:46

28:46

The best way to connect with clients is through storytelling, not by being boring or overly technical. Shane and Tonya discuss into the power of 60-second stories that turn real-life lessons into personal, memorable, and successful sales moments. Learn more at IntegraPartnerNetwork.com.By Shane Tatum and Tonya Lied

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Fail. Learn. Grow. Repeat. Celebrate. 31:21

10M ago31:21

31:21

Does agency size determine success? Shane and Tonya break down the challenges of scaling, the myths around agency size, and why success isn’t one-size-fits-all. In this special anniversary episode, they reflect back on lessons learned over the last three years on IA Forward, and what it really takes to build an agency that works for you long-term. …

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The Power of Personalization with Kristyn Klaes and Kylie Lowery 26:21

10M ago26:21

26:21

Tonya is joined by Kristyn Klaes and Kylie Lowery to explore the power of personalization in the insurance industry, strategies for making every client interaction meaningful, and setting your agency apart from the competition. They discuss how building genuine relationships with clients leads to long-term loyalty, stronger retention, and increased…

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Resilience: How to Thrive Through Challenges 27:03

10M ago27:03

27:03

Shane and Tonya explore what it takes to thrive through challenges, from navigating a hard market to managing client expectation, and reveal their Words of the Year for 2025. Tune in for insights on staying steady, pushing forward, and embracing the opportunities that come with adversity. Learn more at IntegraPartnerNetwork.com.…

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From Mac and Cheese to McLaren: Financial Expectations of Success 26:21

11M ago26:21

26:21

Shane and Tonya explore the shifting perceptions of financial success, diving into surprising salary and net worth expectations. Listen for insights on building realistic goals, managing "expense creep," and finding true financial fulfillment in business and life. Learn more at IntegraPartnerNetwork.com.…

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Follow the Directions (Or Skip Them): Balancing Tradition With Innovation 27:18

11M ago27:18

27:18

Shane and Tonya dive into the eternal struggle between following directions and blazing your own trail. From puffer jackets to agency best practices, they explore how independent agents can balance tradition with innovation to drive success. Learn more at IntegraPartnerNetwork.com.By Shane Tatum and Tonya Lied

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From Comfort Zones to Milestones: Celebrating 250 Episodes of IA Forward Insights 41:09

11M ago41:09

41:09

Celebrate with Shane and Tonya in the 250th episode of IA Forward! From the power of discipline over motivation to the best way to create a "stop-doing list," this one is full of practical insights, a look back at the most popular episodes, and a thank you to the listeners who made it all possible. Learn more at IntegraPartnerNetwork.com.…

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Reflect, Realign, Reset: Starting 2025 Strong 28:12

11M ago28:12

28:12

Shane and Tonya kick off the new year by exploring how independent insurance agents can Reflect, Realign, and Reset to set themselves up for success in 2025. They share insights on identifying what’s essential, eliminating distractions, and building a strong foundation for intentional growth. Learn more at IntegraPartnerNetwork.com.…

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Business Moves from Holiday Movies: Inspiration for the New Year 27:15

11M ago27:15

27:15

In this special New Year’s Eve episode, Shane and Tonya reflect on timeless lessons from holiday movies and how they can inspire your business and life as we welcome 2025. From the authenticity of Elf to the resilience of A Charlie Brown Christmas, discover insights to start your new year with purpose and a fresh perspective. 4o Learn more at Integ…

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Unwrapping the Unexpected: Hidden Gifts of the Insurance Industry 28:15

12M ago28:15

28:15

In this Christmas Eve episode, Shane and Tonya explore how independent insurance agents make a meaningful difference, turning unexpected challenges into opportunities to serve. From protecting families to creating lasting impacts, this episode unwraps the true value of what agents bring to their communities. Learn more at IntegraPartnerNetwork.com.…

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How Carriers Are Pivoting for 2025 28:26

12M ago28:26

28:26

Shane and Tonya discuss how carriers are pivoting for growth in 2025 amid shifting market pressures. From the disruptive Geico Effect to renewed focus on auto lines, they explore what these changes mean for independent agents. Learn more at IntegraPartnerNetwork.com.By Shane Tatum and Tonya Lied

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Capacity Crunch: Why Progressive's Dwelling Fire Exit Is Good News 26:34

12M ago26:34

26:34

Shane and Tonya break down Progressive's recent decision to exit the dwelling fire insurance market and explain why it’s not the catastrophe some agents fear. They discuss how this move will open new opportunities for homeowner’s capacity and give practical advice on adapting to industry changes. Learn more at IntegraPartnerNetwork.com.…

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The Cycle Turns: Preparing for a Softer Commercial Market 24:24

1y ago24:24

24:24

Shane and Tonya discuss the potential shift to a softer commercial market and what it means for independent agencies. They explore how a new market cycle can impact growth opportunities and share strategies to stay competitive. Learn more at IntegraPartnerNetwork.com.By Shane Tatum and Tonya Lied

Shane Tatum And Tonya Lied Podcasts