Start with the management question.
Profit, the book and the team, tied to what the owner needs to know: what changed, what needs attention and where to focus.
Keelridge Software
Built around the agency owner's questions.
Keelridge is management analytics for independent insurance agency owners. Profit, the book and the team come together in one monthly review, so nobody has to assemble the picture by hand.
Built alongside D.C. Ranieri Insurance Agency.
Free for five design partners until February 15, 2027. It starts with a 20-minute call; no files needed.
John's background spans scientific research, regulated biotechnology and product strategy. He combines that background with hands-on strategy and product work alongside D.C. Ranieri Insurance Agency, grounding Keelridge in the management questions independent agency owners and teams face.
View John on LinkedIn →Why Keelridge exists
The reports exist. Understanding still takes work.
An agency can have useful reports and still need someone to assemble the management picture by hand: collect the pieces, reconcile what they mean and explain what changed. A follow-up question can start the work again.
Keelridge gives that review the same starting point every month, across profit, the book and the team. The aim is to spend less of the meeting assembling the picture and more of it deciding where to focus.
How we build
Three things we hold to.
The same reports and the same definitions for everyone, with each person seeing the part their role allows.
Show the figures behind every answer.
Ask a question in plain English. The Assistant answers from figures you are allowed to see and shows the period behind them.
Show each role its own part.
Owners see the whole agency. Managers see their team; account managers see their own book. People make the decisions.
Keelridge works alongside your AMS and accounting system. It does not replace them.
Design partner stage
Five design partners. Supported by the founder.
The Keelridge design partner programme is free and limited to five independent insurance agencies. Partners use Keelridge in their real management review and tell us what to fix.
Setup and support are founder-led, so agencies work directly with the person responsible for the product and its setup.
See the design partner terms →01A 20-minute call
02A personal invitation code
03Accept the terms online
04Your agency's own portal
Start with your agency
Bring the questions you need to answer.
Keelridge is free for five design partners until February 15, 2027. It starts with a 20-minute fit call. If it fits, you get a personal invitation code and accept the terms online. Then we set up your portal with you. Bring the management questions you want to answer; no agency files are needed for the call.
Follow Keelridge on LinkedIn →