TCPA compliance
TCPA Audit Checklist: Preventing Dial-Path Violations 2026
TCPA fines run $500 to $1,500 per violation with no damages cap: a practical dial-path audit checklist for insurance agencies going into 2026.
10 min read
Kadence Guides — Page 10
Guides
Kadence Guides
Page 10 of 25.
licensing and routing
How to Structure Non-Resident License-Based Routing Rules in Distributed Automated Phone Systems
A 2026 First Connect Insurance guide shows reciprocal non-resident licenses clear in 24 to 48 hours, essential for automated dialer routing compliance.
8 min read
inbound call overflow
Managing Inbound Dial Overflow with Voice AI in 2026
A 2026 Sonant AI benchmark puts Voice AI containment at 70% to 85% for routine calls; here's how growing agency teams route overflow without losing leads.
8 min read
client retention
Establishing Speed-to-Keep Protocols: Systemizing Customer Onboarding and Retention Schedules
A 7-touch renewal sequence lifts retention from 78% to 94%. The Speed-to-Keep system for onboarding and renewal schedules across a producer team.
10 min read
CRM data hygiene
How to Audit CRM Integrity to Eliminate Redundant Leads
AHIMA sets a 1% duplicate benchmark, yet unmanaged insurance CRMs run 20% to 30% duplicates: here's the 5-step audit to restore one clean record.
8 min read
aged lead dialing strategy
How to Lower Your Cost-Per-Policy with Strategic Aged Lead Batch Dialing
Aged lead batch dialing can cut cost per issued policy to $50-$100 versus $150-$300 for fresh leads, using tiered pricing, cadence, and compliance rules.
8 min read