Agency Performance
Connect financial results, Book movement, retention, planning, concentration, and new business with the source and period visible.
Performance software for independent insurance agencies
See how the agency is performing—and what needs review.
Keelridge turns supported AMS and accounting reports into an owner performance view and role-scoped workspaces for the account team. Your agency uploads new reports when they are ready; the AMS remains the system of record.
Fictional dataNo signupChoose a role
Built alongside D.C. Ranieri Insurance Agency. Pilot conversations are open; onboarding follows a readiness review.
ONE AGENCY · OWNER AND ACCOUNT-TEAM VIEWS · FICTIONAL DATAChoose a question, then open the matching live page
Owner viewOpen this page in the live demo →
Captured from the fictional Keelridge Demo Agency.
Owner view
Preview image. Open the live page to interact with this view under the right fictional role.
Owner viewOpen this page in the live demo →
Captured from the fictional Keelridge Demo Agency.
Owner view
Preview image. Open the live page to interact with this view under the right fictional role.
Account manager viewOpen this page in the live demo →
Captured from the fictional Keelridge Demo Agency.
Account manager view
Preview image. Open the live page to interact with this view under the right fictional role.
01Works alongside your AMS02Views shaped for each role03Sources and periods stay visible04People remain in control
One product · three jobs
Understand the agency. Run the work. Keep both current.
My Book and opportunities
Give each approved role the renewal, change, follow-up, rounding, and pipeline work it is responsible for—without an agency-wide dashboard.
Agency-operated refreshes
After setup, agency staff upload supported files whenever they are available. Keelridge validates them and refreshes the relevant views after confirmation.
A result you can inspect
See the number and what produced it.
In the fictional owner demo, operating profit stays attached to its accepted period, calculation, and accounting source. The same evidence pattern carries through Book and role views.
Inspect the owner view →FICTIONAL DEMO · OWNER VIEW$95,725Operating profit · year to date through August 2026+171.7% versus the prior-year period
Revenue $633,150− Expenses $537,425= Operating profit $95,725
Source: the agency's accounting general ledger, classified for the accepted period. A later supported report can be uploaded when available and used after confirmation. This is file-based, not a live accounting connection.
Straight answers
What Keelridge is—and is not.
Does Keelridge replace an agency management system?
No. The AMS remains the authoritative home for policies, clients, service history, and insurance transactions. Keelridge works alongside it for performance analysis and role-specific Book review.
What does Keelridge include?
Agency Performance connects financial results, Book movement, retention, planning, and new business for owners. My Book gives account managers a role-scoped renewal and follow-up workspace. Agency staff can upload supported reports and refresh those views after setup.
Which AMS and accounting systems can Keelridge use?
Keelridge can support multiple AMS and accounting systems by mapping recurring file exports during setup. The pilot fit review examines your actual book-of-business and income-statement reports before acceptance. This is a file-based workflow, not a promise of universal live connectors.
How does the pilot work?
Keelridge offers a limited three-month paid pilot. It costs $1,000 to set up and $200 per month, includes unlimited ordinary users and supported historical data, and requires practical feedback during the pilot.
Three-month pilot
Help shape Keelridge with your agency's real workflow.
Pilot agencies pay $1,000 for setup and $200 per month. The pilot includes unlimited ordinary users, supported history, founder-led support, and everything shown in the demo.
See pilot details and pricing