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
Kadence Guides — Page 20
Guides
Kadence Guides
Page 20 of 35.
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
agent onboarding
Designing an Agent Onboarding QA Matrix Built from Real Time Call Recordings: A 5 Category Scorecard for 2026 Sales Floors
A weighted 100 point QA scorecard (15/25/30/25/5) built from top converting calls, tied to 20 to 30% better 90 day retention for scaling insurance teams.
9 min read
aged leads
Structuring Multi-Touch SMS and Voice Nurture Sequences for Aged Lead Portfolios: A 2026 Framework
A 2026 aged-lead cadence of 5 to 11 touches over 7 to 21 days, SMS-first with voice backup, closes the loop on dormant insurance leads fast.
11 min read