Reviews Get Forgotten
A client has not heard from your agency since the policy was placed. The annual review never became a task with an owner and a due date.
Growth from existing relationships
Make More Of Every Relationship Review Referral Conversation
Put annual reviews and referral requests on a schedule your producers can follow. Kadence brings the client history, reminder, and next step together so growth conversations do not depend on memory.
Current Reality
You Wrote The Policy. Then Life Got Busy.
Your team keeps chasing new leads while existing relationships receive little attention. Review dates and referral opportunities sit in notes until someone finds time to follow up.
Referrals Stay Informal
Producers mean to ask happy clients for an introduction. Without an agreed moment and a simple process, the request gets left for another day.
Milestones Stay Hidden
A recorded policy milestone could prompt a useful conversation, but nobody is watching the date or assigning the review to a licensed producer.
Nobody Owns The Next Step
One producer assumes another person followed up. Without a shared record, an existing client can be as easy to overlook as a new lead.
Relationship coverage
Give Your Existing Book A Growth Routine
- 3 Conversation Triggers Reviews, referrals, milestones
- 1 Assigned Owner For each follow-up opportunity
- 1 Contact History See the relationship in context
- 5 Workflow Steps From book review to next action
How it works
Turn Existing Relationships Into Next Steps
Put client history, review dates, and referral follow-up in front of the producer who can act.
01
Organize Your Book
Bring client details, policy dates, and producer assignments into one place. Your team checks the records so reminders reach the right people at the right time.
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02
Choose The Moments
Define annual review timing, appropriate referral requests, and recorded milestones that should prompt attention. Conversion-related dates create reminders for licensed review, not automatic recommendations.
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03
Invite A Conversation
Invite clients to a review or ask for an introduction with messages your team has approved. Set a clear follow-up schedule that respects contact permissions and opt-outs.
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04
Give It An Owner
Route replies, referral details, and review tasks to the assigned producer. The record shows why the conversation was prompted and what the team has already said.
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05
Record The Outcome
Your licensed team reviews the client situation and decides the appropriate next step. Record the outcome and next review date so relationship growth becomes an ongoing process.
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Results to work toward
Give Relationships Room To Grow
Give your producers a reason to reconnect and a clear next step for each review or referral.
Timely Reviews
Put annual client reviews on the calendar instead of leaving them to memory.
Warm Introductions
Give producers a consistent process for asking clients for referrals.
Visible Opportunities
Surface recorded milestones that deserve a conversation with a producer.
A Clear Next Step
Assign each review and referral follow-up to someone who can act on it.
Human Judgment
Keep suitability, coverage advice, and sales with your licensed team.
Shared Context
Give the next producer the history behind the client conversation.
What it is worth
Explore the Opportunity Already in Your Book
Count distinct opportunities for licensed review and introductions. Apply a placement assumption without projecting any policy or investment returns.
Opportunities that become placed policies 10%
Choose an assumption to explore. This is your scenario, not a measured Kadence result.
200
Clients with a reason for a licensed review, not your entire client list.
100
Count introductions separately; do not include people already counted above.
$900
Enter the amount your business keeps, excluding amounts paid to others.
30 placed policies per year in this scenario
Modeled annual commission
$27,000
That is $2,250 as a monthly equivalent, not a payment schedule.
Modeled annual commission: $27,000. $2,250 as a monthly equivalent, not a payment schedule.
- Review opportunities per year
- 200
- Distinct referral opportunities per year
- 100
- Modeled policies per year
- 30
Illustrative scenario using your inputs, not a forecast or guaranteed revenue. Excludes costs, usage fees, taxes and timing of payments. Do not add this to other calculators: opportunities may overlap. How we calculate this
We do the setup
Build A Routine Around Your Existing Book
We organize your review dates, referral requests, and producer assignments. Your team checks the client records and takes over when a conversation begins.
- Phase 1
Map Your Records
We identify the client details, dates, and ownership fields available. You confirm which records are ready to use.
- Phase 2
Agree On Outreach
We define the eligible audience and review your messages. Permissions, opt-outs, and licensed handoffs shape the workflow.
- Phase 3
Build The Follow-Up
We configure review reminders, referral requests, and assignments. Your team walks through the agreed paths before launch.
- Phase 4
Start The Routine
Your team begins working the review and referral queue. New outcomes and dates keep the next cycle grounded in current information.
FAQ
Make More Of Your Book
How reviews and referrals fit the client relationships you have.
Is this for individual producers or agency owners?
Both. A producer can organize their own book, while an agency can assign reviews and referrals across its team. An IMO can discuss a setup for participating agencies or producers using the access and data available. Scope is agreed before implementation.
How is this different from keeping policies in force?
This page focuses on growth conversations within existing relationships: annual reviews, introductions, and recorded milestones for licensed review. Keeping business in force focuses on service follow-up, renewal reminders, and retention tasks. They can share the same client record while serving different purposes.
Does Kadence recommend policy conversions or additional coverage?
No. If your supplied records include a relevant milestone, Kadence can create a reminder for your licensed team to review it. Your team checks policy terms, eligibility, suitability, and the client situation. A reminder is not a recommendation, quote, or assurance that a conversion is available.
What information do you need from our book?
We agree on the required client details, assigned producer, review dates, contact permissions, and any policy milestones you want to track. The workflow depends on the information you provide and keep current. It does not assume automatic access to every carrier system.
Can we choose when clients are asked for referrals?
Yes. We agree on the appropriate trigger, audience, message, and follow-up. Your team can make the request personal and handle introductions according to its requirements. Referral outreach does not imply a paid referral program or guarantee new business.
Will clients receive endless follow-up?
No. We define the sequence, timing, and stop conditions during setup. Replies and opt-outs need an appropriate response, and your team can stop or adjust outreach when a client situation changes.
Does every annual review lead to another sale?
No. A review may confirm that no change is needed, identify a service question, or lead to a further licensed conversation. Kadence helps organize the process. Client needs and your professional judgment determine the outcome.
Still have a question? Email us at hi@startkadence.com
Your next conversation may already be in your book.
See how Kadence turns client reviews and referrals into a process your team can repeat.