The Keelridge product
Profit, the book, the team and the plan in one place. Each month starts with a brief of what changed. When you have a follow-up question, ask it in plain English.
Free for five design partners until February 15, 2027. It starts with a 20-minute call; no files needed.
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.
Financial performance
Follow revenue through expenses to EBITDA, operating profit and net income. Open the accounts behind a change and compare the same months with last year.
Book performance
A bigger book does not tell you how it grew. Keelridge separates what left and what arrived from rate and exposure changes on what renewed, then shows how much the book leans on a few clients or carriers.
Client retention counts the clients who stayed. Premium and commission retention are renewal business over last year's book, so rate and exposure changes count.
Open the retention demo Take the retention review tour
Team performance
See how each account manager's book keeps its clients and grows over time: organic growth, gains and losses, and rounding, read beside who looks after the book today.
Book metrics support judgment alongside workload, service quality and role expectations. They do not prove one person caused an outcome or produce an automatic employee score.
Open the team demo Take the account-team performance tour
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.
One product, the right access
Owners, managers and account managers work from the same figures, each within their role. People decide what to look into and what happens next.
Profit, what the book earns and how the team is doing, in one review. Department managers and account managers see premium within their scope, not commission or payout figures. Opportunities tracks each new business prospect from intake to bound or lost, with estimated premium on every quoted line, open premium and close rate by account manager, and one Excel export. People set every status.
Team retention, growth, rounding and premium to prepare a coaching conversation, for their own team only. They can set each report's targets for the year.
My Book gives each account manager their own results, with this year's targets where a manager has set them, the renewals coming due and the clients with only one line. Policy and client work stays in the AMS.
Open My Book in the demoWhere the figures come from
Your systems each have useful reports. Keelridge puts them into one review and answers the follow-up questions, so nobody builds the monthly reports again by hand.
Your book export and your accounting reports. Each file is checked before it counts. Upload a newer one whenever you like, monthly or more often, and every figure updates. Each figure shows the date of the report behind it.
Retention, organic growth, and the commission you booked against what the book should earn, each measured the same way every month.
Each figure keeps its period, its definition and the report it came from. Each person sees only what their role allows.
See how it worksNow inviting five design partners
Built alongside D.C. Ranieri Insurance Agency.
Keelridge is free for five design partners until February 15, 2027. It starts with a 20-minute fit call: we walk through a fictional agency's figures together, try the Assistant on the questions you care about, and see whether Keelridge fits your agency.
