Keelridge

Agency performance · alongside your AMS

See what changed.
Know what needs attention.

Keelridge turns recurring AMS and accounting records into a clear operating review for owners and focused Book work for account teams—without replacing the system that runs the agency.

Talk with the founder See how it works

Built alongside a working independent agency.

OPERATING REVIEW · SYNTHETIC EXAMPLE
CURRENT PERIOD · SYNTHETIC EXAMPLEWhat changed financially?
Sources ready
Booked revenue$1.84m+4.2% vs plan
Operating margin18.6%+1.1 pts
Revenue pacingCommission income is ahead of the approved plan.
Expense movementCompensation and technology explain most of the variance.
AccountingApproved planExample data
Works alongside your AMSViews shaped for each roleSources and periods stay visiblePeople remain in control

The missing operating layer

Your agency has the records.
Keelridge helps explain the business.

Most agencies already have an AMS, an accounting system, and a trail of exports and spreadsheets. The hard part is turning them into one reliable management rhythm without creating another client record.

Keelridge keeps the sources distinct, makes the differences visible, and gives each role an appropriate way to review what needs attention.

AGENCY RECORDS
A
AMS BookIn-force operating view
GL
AccountingBooked financial results
F
Agency factsMappings and definitions
KeelridgeGovern · compare · explain
ROLE-APPROPRIATE REVIEW
OWNERAgency performanceFinancials, Book, plan, benchmarks
ACCOUNT TEAMMy BookRenewals, changes, follow-up, rounding

One agency · different responsibilities

The right operating view for the role.

01 / OWNERS

Run the agency from questions, not report menus.

Follow financial performance, Book movement, retention, concentration, budgets, and benchmark gaps with the source and period attached.

  • Agency financial and Book performance
  • Budget and Best Practices context
  • AMS-to-accounting difference kept explicit
Explore the owner view →
02 / ACCOUNT TEAMS

Review the Book you are responsible for.

Give account managers a focused place to see upcoming renewals, material changes, follow-up state, and rounding candidates—without a public leaderboard.

  • Private personal performance
  • Renewal and premium-change review
  • Clear return to the AMS for service work
Explore My Book →

An honest system boundary

Keelridge does not become your second AMS.

Policy and client transactions remain in the system built to own them. Keelridge helps the agency understand performance, identify review work, and return to the authoritative record.

Understand the boundary
KeelridgePerformance, comparison, work review
Your AMSPolicies, clients, service history, transactions
AccountingPosted financial records
Your peopleJudgment, decisions, customer communication

The pilot operating rhythm

From monthly records to a repeatable review.

  1. 01

    Map the sources

    Establish which records, mappings, roles, and definitions the agency uses.

  2. 02

    Validate the close

    Stage recurring AMS and accounting files, check freshness, and surface exceptions.

  3. 03

    Review by role

    Owners inspect the agency; account teams inspect the Books assigned to them.

  4. 04

    Return to the record

    Complete policy and customer activity in the AMS, where the authoritative history belongs.

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.

Who is Keelridge for?

Keelridge is being developed first for owners of small and midsize independent property and casualty agencies with several account-team roles and recurring AMS and accounting reports.

What does Keelridge show an agency owner?

The current product combines agency financial reporting, in-force Book analysis, budgeting, Best Practices benchmark context, new-business tracking, and an explicit comparison between operating and accounting records.

What does an account manager see?

Account managers receive a focused view of their own Book, including personal performance metrics, upcoming renewals, premium-change flags, follow-up state, and rounding candidates. Sensitive agency-wide economics stay outside that view.

Is Keelridge generally available?

Not yet. Keelridge is in pilot development with one independent agency while the product, security boundaries, onboarding process, and commercial model are made repeatable.

Founding Agency Program

Help shape Keelridge through real agency work.

We are preparing a limited, paid design-partner program for owners willing to use Keelridge in real monthly operations and give structured feedback.

Explore the founding program