Training
Training
Kadence is taught the way it is used: live, on your own book, one piece at a time as each part of the platform comes online.
Training happens during setup, not after it
There is no course to complete before Kadence is useful. We configure the platform around how your team already sells, then walk your producers and admins through each piece as it switches on, using your real pipeline and your real leads. People learn the system on the work they were going to do anyway, which is the only version of software training that survives contact with a busy week.
Producers and admins learn different things
A producer needs to know what happens when a lead comes in, what Voice AI already did before they picked up the phone, and where the booked callback lives. An owner or admin needs the pipeline view, the commission tracking, and the production numbers across the team or the downline. We split the sessions accordingly instead of putting everyone through the same slides.
What you can learn before you talk to us
The library below is free and public. The guides cover how life insurance distribution grows, the glossary defines the terms the industry uses loosely, and the calculators let you run the speed-to-lead and commission math against your own numbers rather than ours.
What you are walked through
- I
Map Your Distribution
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.
- II
Launch CRM Plus Voice AI
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.
- III
Get Found in AI Search
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.
- IV
Turn On Marketing
Done-for-you, compliance-aware content and follow-up sequences keep you in front of prospects, turning attention into booked appointments and referrals.
- V
Track the Back Office
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.