Updates Arrive In Pieces
One producer sends a spreadsheet, another sends a message, and someone has not reported yet. You are still assembling the picture when the meeting starts.
A clearer view of your team
See Who Is Producing Across Your Agency Teams Organization
Know who is writing business, who needs support, and where to focus your next conversation. Kadence turns your production records into clear team reports, with agency views for owners and downline views for IMOs.
Current Reality
You Cannot Coach From A Pile Of Separate Updates.
Your producers report in different ways, and the totals arrive after the conversation should have happened. Getting a fair picture of team performance takes too much preparation.
The Numbers Mean Different Things
One report counts submitted business while another counts issued policies. Side-by-side totals look useful until you discover they are measuring different stages.
Quiet Problems Stay Quiet
A producer who needs support can disappear inside a team total. By the time you look closer, several check-ins have passed without a useful conversation.
Growth Obscures The Picture
More producers mean more records to reconcile. For IMOs, an added layer of downline relationships makes it harder to see which group needs attention.
Built For Better Check-Ins
Give Your Team Review A Shared Starting Point
- 1 Metric Definition Agree what each measure means
- 1 Reporting Period Compare the same window
- 1 Team View See the people behind the total
- 1 Review Routine Turn the picture into next steps
How it works
From Production Records To Better Coaching
See the people behind the total, compare the same reporting period, and take a clear picture into your next team review.
01
Bring In Production
Bring your production records into the reporting process set up for your account. Your team supplies the data for the period you want to review.
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02
Connect The Producers
Associate the records with the producers and teams responsible for the business. For IMOs, the supplied downline relationships also shape the hierarchy view.
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03
Compare Like With Like
Review the same measures across the same reporting period. When your records support submitted and issued business, keep those stages distinct so the comparison means something.
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04
See Who Needs Support
Look beyond the team total to see where production is coming from. Use the individual picture to decide who deserves recognition and who needs a closer conversation.
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05
Coach With Context
Bring the production records into your check-in and ask what is helping or holding the producer back. Your managers add the context and decide what support comes next.
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Results
See Where Your Leadership Can Make A Difference.
Recognize the people writing business, spot where a closer conversation is needed, and spend your meeting on the next step.
Less Meeting Prep
Open the team reports instead of collecting another round of updates.
Better Check-Ins
Discuss a producer's records and the support they need to move forward.
Visible Production
See who wrote the business in the production records your team supplied.
Fairer Comparisons
Use consistent definitions and periods when reviewing the team.
Clear Accountability
Connect the reported work to the people responsible for it.
Focused Support
Spot the people behind the team total who need a closer conversation.
What it is worth
Spend Less Time Assembling the Team Picture
Count the hours managers spend gathering production updates. Model time released by reports built around agreed definitions and available data.
Share of reporting time you could save 50%
Choose an assumption to explore. This is your scenario, not a measured Kadence result.
4
People consolidating updates across your agency or IMO.
4
Exclude coaching and decisions: those still need your judgment.
$40
Time value is not cash savings unless paid hours or outside costs actually fall.
34.7 reporting hours released per month in this scenario
Annual value of reporting time released
$16,640
That is $1,387 in monthly time value, not guaranteed production.
Annual value of reporting time released: $16,640. $1,387 in monthly time value, not guaranteed production.
- Hours released per year
- 416
- Hourly time value
- $40
- Share of entered time released
- 50%
Illustrative value of time released, not guaranteed savings or a reduction in payroll. Weekly models use 52 weeks per year. Excludes Kadence fees and usage. Do not add overlapping scenarios. How we calculate this
We do the setup
Reporting Shaped Around Your Organization
We confirm your team structure, source records, and reporting definitions. Your leaders review a sample period before using the reports in team conversations.
- Discovery
Map Your Organization
We identify the producers, teams, and reporting responsibilities. For IMOs, we also confirm the downline relationships the hierarchy view will use.
- Definition
Set The Reporting Rules
We agree on measures, periods, and appropriate access. Your team confirms which source data can support the requested views.
- Configuration
Build The Team Views
We configure the reports using your source records and team structure. You review a sample period to confirm the people and definitions line up.
- Launch
Put Reports To Work
We walk your leaders through the views and update routine. Your next team review starts with a shared picture and clear context.
FAQ
See The Right Picture
How team reporting fits your agency or IMO and available data.
What can we see about our team?
You can review production by the people, teams, and periods included in your setup, using the records you supply. We confirm the supported measures, producer identifiers, and definitions before configuring the reports. Your leaders can then use the individual and team views to guide check-ins.
Is this for agencies or IMOs?
Both, with different views. Independent agencies get team and production reporting suited to their organization. Downline and organizational hierarchy views are for IMOs and are configured around the relationships and data supplied during setup.
Will it show all of our carrier production automatically?
Not by default. Reporting depends on the agreed source data and intake process. We do not promise a universal carrier connection or live synchronization. We review your sources and establish an update schedule during setup.
Can we compare submitted and issued business?
If your supplied records support those stages, we can include them in the agreed reporting scope. We define each measure separately so submitted business is not mistaken for issued business, paid commission, or another stage.
How do IMO downline views stay accurate?
The view depends on the organizational relationships and producer identifiers supplied by your IMO. We agree on how changes are provided and reflected in the reporting. Your team remains responsible for confirming that the supplied hierarchy is current and correct.
Does reporting replace our managers?
No. Reports help managers decide where to look and which questions to ask. Your leaders still provide coaching, understand individual circumstances, and agree on the actions that follow a review.
Is this also commission reconciliation?
Team reporting shows who is producing and the business recorded for each reporting period. Commission tracking and reconciliation use carrier statements and your records to examine the money side. Both can be included in your setup, but a production total is not a payment confirmation.
How long does reporting setup take?
Timing depends on your organization, the measures requested, and the condition of the source data. We confirm the scope after reviewing samples, then configure and review the reports with your team before launch.
Still have a question? Email us at hi@startkadence.com
Know where your team needs you next.
See your producers, understand the numbers, and focus your next team conversation.