Alongside your AMS
See what changed. Know what needs attention.
Keelridge brings your financial results, your book and your team's performance into one monthly review, built from the reports your AMS and accounting system already produce.
Free for five design partners until February 15, 2027. It starts with a 20-minute call; no files needed.
The problem
Your systems each have good reports. Your question crosses all of them, so someone still pulls the pieces together by hand. Keelridge does that part, the same way every month.
The Monthly brief
The brief is the first page an owner opens. It tells you how the month went and which questions to settle at your leadership meeting, with the story behind each one.
The monthly review, question by question
Keelridge takes the opening book to the closing book in one bridge: premium that left with lost clients and dropped lines, rate and exposure changes on what renewed, then the new clients and new lines that arrived. So you can see how much of the growth was price.
Client retention counts the clients still here. Premium and commission retention are renewal business over last year's book, so rate and exposure changes count and the figure can pass 100%. All three sit side by side, and underneath them the premium lost and gained each month shows when it happened.
Each account manager gets their own renewal worklist for the next 90 days, soonest first, with each policy's last renewal premium change beside it. They can mark a renewal reviewed, snooze it or flag it for follow-up. The policy work itself stays in your AMS.
Follow revenue through brokerage and net revenue to EBITDA, then operating profit, state income tax and net income. Every margin is on net revenue. Behind the chart: the accounts in each expense, the lines that moved most, and expenses month by month.
Planning
Keelridge drafts the budget from your own past years, spread across the months the way your year runs, and no part grows more than 15% a year. Each month you see plan, actual to date and where the year is likely to land, and which lines are furthest off plan.
Open Budget in the demoEach beside the Best Practices Study figure for agencies your size.
Your ratios beside the Big "I" / Reagan Consulting Best Practices Study figures for your revenue band, picked from your last full year of net revenue. One line says how many measures you are behind the peer median on, this year and last.
Open Benchmarks in the demo
Each book you bought, on its own: the price paid, how much of it the book has earned back and the month it should break even, and whether the clients you bought are staying. Bought books stay out of organic growth for their first 12 months.
Open Acquired books in the demoThe Keelridge Assistant
Go from a management question to the relevant figures without hunting through reports.
Ask about financial, book or assigned-team performance in plain English. Keelridge retrieves figures from your authorized agency data and connects the answer to the figures behind it.
You’re more profitable, not just bigger.
Costs grew more slowly than revenue, so operating margin improved.
YTD through August 2026 vs YTD through August 2025.
Recorded revenue and expenses; derived operating profit.
Recorded example from the fictional Keelridge Demo Agency. Try your own question in the demo.
Before you share a single report
One agency, different responsibilities
Now inviting five design partners
Free until February 15, 2027, with setup and support from the founder. Built alongside D.C. Ranieri Insurance Agency; your agency could be next.
Free, in your browser
Two calculators that run in the browser and store nothing, plus guided tours and plain notes on agency reporting.
