Review agency financial performance
Start with the Monthly brief, then review profit and plan, the book behind the result, retention and the Book vs GL comparison, all as of one date.
Take the tour Review agency financial performanceGuided product tours
See Keelridge at work.
See how Keelridge brings financial, book and team figures into one management review. Each tour follows a management question: review what changed, investigate the figures and decide where to focus, with the context each responsibility needs. Demo records are fictional.
Available tours
Review account-team performance
See how each account manager's book is doing: client retention, premium renewed, growth, net cross-sell and new business, read with hand-overs and other context, then decide where support or coaching belongs.
Take the tour Review account-team performanceAnalyze insurance agency retention
Review which relationships stayed and how much of last year's book renewed, read the book movement behind it and investigate monthly movement to decide where attention is needed.
Take the tour Analyze insurance agency retentionReview renewal premium changes
See where renewal work is building, read how much each policy's premium moved at its last renewal and keep review context with the renewal so the responsible person can decide what deserves follow-through.
Take the tour Review renewal premium changesTrack new business
Review open work, wins and losses, then investigate later Book arrivals and decide where the team needs attention.
Take the tour Track new businessCompare the book's annual commission with commission in your P&L
Set a year of booked P&C commission beside what the book should earn over the same months. See the growth and the difference that is left. No cause is assigned without records that support it.
Take the tour Compare the book's annual commission with commission in your P&LA real product, fictional records
Explore without exposing a client agency.
The screens come from the live Keelridge Demo Agency. Role-aware links choose the appropriate read-only persona and take you directly to the page explained in each guide.