FOR IMOS
Trusted by teams from startups to Fortune 500
Agents face the same gaps every day. We built Kadence to close them.
You pay for every lead. Most get called back hours late, if at all. 78% of buyers go with whoever answers first, so the leads you already bought fund a faster agent.
Prospects ask ChatGPT and Google AI for an agent. If your site is not built to be cited, you are never in the answer and the referral goes to whoever is.
Commissions get reconciled at midnight in a spreadsheet. Money slips through, and you never see the full picture of what your book is actually earning.
AI built to grow life insurance distribution, front to back office.
Your producers know how to close. Kadence makes sure a lead is never lost before they get the chance, and the money is never lost after. Voice AI answers, texts, and books every lead in under 10 seconds. An AEO website gets you cited when buyers ask AI for an agent. Done-for-you marketing keeps you in front of them. And a back office tracks the commissions and persistency your book runs on. One platform, front office to back.
Four Things We Mean Every Time We Say It
Not a generic CRM bent to fit. Kadence is built around how distribution actually works: speed to lead, persistent follow-up across every producer, referral motion, override and persistency visibility, and compliance in every workflow.
Most tools help you capture the lead. Kadence captures it in under 10 seconds, then tracks the commission once you close. Win the policy and keep the money it earns, from one platform instead of a stack you stitch together.
Your site is engineered for Answer Engine Optimization from day one. When a buyer asks an AI assistant for an agent, Kadence is built so your team is in the answer, not buried on page two.
Miss a call and Kadence answers it, texts the lead back, and books the callback in seconds, day or night. 78% of buyers go with whoever responds first, so Kadence makes sure that team is yours.
A CRM plus Voice AI, an AEO website built to be cited in AI search, done-for-you marketing, and a back office that tracks the commissions your book runs on.
A CRM built for life insurance distribution, with Voice AI that answers every lead in under 10 seconds, after hours and overflow included, texts them back, and books the callback. Your producers make the sales calls. Kadence makes sure they are always the first call, so the leads you pay for stop funding faster agents.
A fast, conversion-focused website engineered for Answer Engine Optimization, so ChatGPT, Perplexity, and Google AI cite your team when a buyer asks for a life insurance agent near them. The referral that used to go to whoever ranked first now comes to you.
Done-for-you content and campaigns that keep you visible and compliance-aware: educational posts, lead magnets, and follow-up sequences that turn attention into booked appointments and referrals, without your team writing a word.
The back office no generic CRM touches. Kadence tracks your commissions, gives owners visibility into persistency and downline production, and keeps the money side of your book in one place instead of a midnight spreadsheet. Launching with commission tracking, expanding across the back office.
The agents that capture, call, and follow up on every lead for you.
Answers or texts every new lead back in seconds, day or night, and books the callback so the first team to respond is always yours. Drops the prospect into the right rep's pipeline, ready to call.
Answers the calls your reps miss, after hours and overflow included, captures what the caller needs, and books the callback so no inquiry ever dies in voicemail.
Runs multi-step, compliance-aware follow-up over text and email and drops call reminders into the right rep's queue, until a prospect responds and a rep picks up the conversation.
Drafts educational posts, lead magnets, and nurture content that keeps you visible and top of mind. Built to be compliance-aware for insurance from the start.
Captures leads from every source into one clean pipeline, deduplicates them, and keeps each record current so you always know where every rep and prospect stands.
Keeps every rep's outreach and content inside the boundaries that insurance requires, with policy-aware checks and an auditable record of every prospect interaction.
Five steps from first call to compounding growth.
We learn how your team sells, where your leads come from, and how follow-up and commissions work today. Then we configure Kadence around your book of business, before anything goes live.
Your CRM and Voice AI go live. Every lead is answered, texted back, and booked in under 10 seconds, day or night, so you are the first call on every prospect and nothing dies in a voicemail box.
We launch your AEO website, engineered to be discovered and cited by ChatGPT, Perplexity, and Google AI when prospects ask for a life insurance agent near them.
Done-for-you, compliance-aware content and follow-up sequences keep you in front of prospects, turning attention into booked appointments and referrals.
Commission tracking and production visibility come online, so you keep the money you win and see how the whole book, or the whole downline, is performing.
One System That Captures, Calls, And Compounds
| Capability | Most Complete Kadence | Generic CRM | AI dialers | DIY |
|---|---|---|---|---|
| Built for life insurance distribution | Limited | |||
| Answers every lead in under 10 seconds | Limited | |||
| 24/7 inbound answering, text-back, and booking | Limited | |||
| AEO website, built to be cited in AI search | ||||
| Back office: commission tracking | Limited | |||
| Persistency and downline production visibility | Limited | |||
| One platform, front office to back | Limited |
Built for life insurance distribution
Answers every lead in under 10 seconds
24/7 inbound answering, text-back, and booking
AEO website, built to be cited in AI search
Back office: commission tracking
Persistency and downline production visibility
One platform, front office to back
Outcomes agents see when every lead is captured and followed up. Illustrative until permissioned results land.
Producers, agencies, and networks describing what changed after Kadence.
— Renee Caldwell, Sales Director · Summit Life Network
— Andre Whitfield, VP of Agent Development · Legacy Shield IMO
— Gregory Paulsen, Managing Director · Highland Benefit Partners
— Yolanda Bright, Recruiting Director · Meridian Financial Marketing
— Curtis Hammond, Regional Vice President · Anchor Life IMO
— Sofia Restrepo, Director of Operations · Crestline Insurance Marketing
— Dominic Ferraro, Principal · Vanguard Life Brokerage
— Alicia Monroe, Head of Agent Success · Beacon IMO
— Terrence Booker, Founder · National Life Alliance
Tell us about your distribution and book a demo. We will show you the front office capturing leads and the back office tracking the money, on your own numbers.
