The whole agency.
The Monthly brief, profit, the book, the team and the plan. Department managers and account managers see premium within their scope, not commission or payout figures.
See the owner review →How it works
Your reports.
One management review.
You upload the reports your AMS and accounting system already produce. Keelridge checks them and turns them into one review of profit, the book and the team. Upload a fresh report whenever you want, and every figure updates.
Owners, managers and account managers each see the part their role allows.
Free for five design partners until February 15, 2027. It starts with a 20-minute call; no files needed.
Owner viewOpen this page in the live demo →
What you upload
How your numbers get in.
You export a report from your AMS and from your accounting system and upload it. Upload a fresh one whenever you want and every figure updates. You upload, or someone you authorize. Keelridge checks each file and shows you what it found before anything changes.
- Your AMS book of businessA dated export from your AMS. We match its columns to Keelridge once, during setup.
- Your profit and loss reportMonth by month, from your accounting system. Today Keelridge reads one report layout, so we check yours before setup.
- Carrier commission statementsOptional. A rate read from an actual statement outranks a rate worked out from the book.
Keelridge reads the reports you upload. It does not connect to your AMS directly. Cash balances are typed in by hand. Agencies on any AMS and accounting system can apply: what decides it is whether your reports can be read, and we check that before setup.
YOUR REPORTS
AAMS bookPolicies and clients
GLAccountingProfit and loss
FAgency setupRoles and books
ONE REVIEW
Check · match · compare
Each figure keeps its report date.
WHO SEES WHAT
OwnerThe whole agency
ManagerTheir team
Account managerTheir own book
Back to your AMSTo do the work
Your AMS stays the record · people make the decisions
Implementation and platform
Set up once.
Keep it current.
We start with your management questions, the reports behind them and who needs to see what.
- Set up the first review together.We agree your reports, how your accounts are grouped, who looks after which book and the definitions. Then we check the first month together.
- Upload when reports are ready.The owner, or a role the owner authorizes, then runs the recurring uploads. Keelridge checks each file's shape, period and matches, and flags anything unusual before a person confirms the update.
- See the date behind every figure.Each figure keeps the period and the report it came from. Monthly is a good habit, not a limit: upload as often as you like.
Who sees what
One agency.
Different views for different jobs.
Everyone works from the same reports and definitions. Each person sees what their role allows.
Their own team.
How each direct report's book keeps its clients and grows, read beside workload and service quality when planning support.
See the team review →Their own book.
Their own results, the renewals coming due and their list of one-policy clients. If you give them access by name, they also see the new business opportunities that name them. Policy and client work stays in your AMS.
See My Book →Access follows the roles and book assignments you set. Keelridge does not assign work or turn a book measure into an employee score; people make the decisions.
Now inviting five design partners
Bring the questions behind your management review.
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.