IMO strategy
18% Q1 2026 Carrier Income Drop: IMO Override Strategy
AM Best reports an 18% Q1 2026 drop in carrier income; here's how IMOs should adjust panel strategy, override splits, and downline production tracking.
9 min read
Kadence Case Studies and Research
Case Studies
Results, Once They Are Real
We have not published a named client case study yet. Kadence is young, and we only publish an agency’s numbers when that agency agrees to share them, with the figures they can stand behind. Nothing on this site is a composite or an illustration dressed up as a customer. What we can show you today is the research underneath the product: benchmark data on speed to lead, lead response, and how insurance distribution actually converts.
The research we publish
speed to lead
The Cost of Delayed Lead Response: 2026 Revenue Loss Benchmarks for Life Insurance Agencies
A 2026 benchmark analysis shows slow lead response can cost a mid-size life insurance agency $120,000 to $240,000 a year in lost premium alone.
10 min read
insurance agency M&A
Valuation Drivers in a Selective M&A Market: What Buyers Now Require from Independent Life Insurance Agencies
Buyers pay 10x to 13x EBITDA for scaled agencies, 6x to 9x for smaller books: retention, growth, and digital benchmarks shaping 2026 life insurance M&A value.
11 min read
AI search visibility
Generative AI's Share of Local Insurance Agent Discovery in 2026: Benchmarks for AI Search Visibility
SOCi's 2026 Local Visibility Index finds ChatGPT recommends only 1.2% of local businesses: the AI search visibility benchmarks agencies need for 2026.
9 min read
insurance compliance
Digital Funnel Compliance for Life Insurance Agencies (2026)
757 tracked 2025 U.S. regulatory changes and a new FCC consent rule reshape digital funnels; a compliance framework for agencies scaling a producer team.
10 min read
TCPA compliance
TCPA Audit: Lead Vendor Contracts & SMS Compliance 2026
TCPA audits in 2026 require 50-100 record samples, 4-5 year retention, and 24-hour opt-out suppression, a checklist for agencies scaling a producer team.
10 min read
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