Security and your data
Know how agency data is handled before you share it.
Before you share anything, you should know where your data lives, who can see it, whether AI is trained on it, what happens if you leave and what we are certified for. This page answers those questions.
REVIEWED
Your data and who sees it
Know where records live and who can use them.
How Keelridge works today. We review your agency's own requirements before you join.
Your agency’s records stay separate
Each agency has its own database, its own file storage, its own hosting and its own encrypted backups. Your portal accepts only your agency’s people. Every agency runs the same release of Keelridge.
Each role sees its own part
People sign in by invitation only, and the owner sets what each role sees. Commission and payout figures, and the profitability pages, show by default to the Owner and Executive roles and Keelridge’s support seat, plus any custom role the owner sets to see the whole agency. Managers see premium for their own team and account managers for their own book; neither sees commission.
Your files stay private
Your uploaded files sit in your agency’s own private file storage. Only the owner, or a role the owner authorizes, can upload. Each file is checked, and a person confirms it, before it updates the review.
Sensitive activity is recorded
Keelridge records sensitive access and important changes, such as role changes, exports, uploads and setting changes, so they can be reviewed later.
The public demo
A real product with fictional records.
The public demo is separate from every client agency. It does not ask visitors to upload files or enter agency information.
Explore the fictional demoBefore you join
The terms come before your data.
- A personal invitationAn agency joins with a personal invitation code, after a first conversation.
- Where your portal livesAt sign-up you choose the region where your database, files, portal and backups are kept together.
- The agreement, accepted onlineBefore any upload, the owner reads and accepts the Design Partner Agreement, the Data Processing Addendum and the User Terms online. The agreements say what data we handle, where it is stored, which AI provider reads it, how long it is kept and how it is returned and deleted.
- If you leaveYou can ask for your data back. It is returned within 15 business days of a request and then deleted.
- CertificationsKeelridge does not currently have a SOC 2 report. We review each agency’s legal, regulatory, vendor and insurance requirements before you start and do not claim certifications we have not obtained.
- A conversation before confidential filesStart with the management question and the types of reports involved. Do not send client records, policy documents or passwords during the first conversation.
AI and agency data
Does Keelridge use agency data to train AI models?
- No training on your dataNo. Agency data is not used to train AI models, and the provider's terms prohibit training on it. The Data Processing Addendum names the provider and its retention terms, and lists the AI tools used to build and support Keelridge, with the limits on what they may see.
- What the AI provider is used forKeelridge sends agency data to a third-party AI provider only for a set list of tasks: answering questions in the read-only Assistant, reading the PDF reports and statements you upload, and suggesting how new files, columns and accounts are matched. The Privacy page lists each task.
- The AssistantIt answers staff questions only from figures each person is allowed to see, and changes nothing.
Keelridge’s own access
The support seat.
Each portal has a support seat for Keelridge Software. By default it sees the commission, payout and profitability pages, opens Settings and can upload files, like the owner. It cannot draft or approve a budget.
Before sharing records
Start with the management question.
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. On the call, tell us the review you want to improve and the reports you have. Do not send client data with an initial inquiry.
Ask about security and data handling →