Keelridge

For account teams

A focused view of the Book you are responsible for.

My Book helps account managers review upcoming renewals, premium changes, follow-up state, rounding candidates, and their own performance—then return to the AMS for authoritative service work.

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MY BOOK · EXAMPLEToday’s review
3 items
18DAYS
Renewal reviewMaterial premium change · follow-up dueNeeds review
36DAYS
Upcoming renewalMultiple active policies · no follow-up setUpcoming
—ROUND
Coverage rounding candidateDeterministic candidate · verify in AMSReview
No peer rankingService history stays in AMS

The account-team problem

Important Book work should not depend on a private spreadsheet or someone’s memory.

Account managers need a view shaped around responsibility, not an executive dashboard with columns hidden after the fact.

Keelridge scopes the Book before it reaches the screen and keeps peer performance and sensitive agency economics outside the personal view.

Inside My Book

A work surface shaped around responsibility.

This synthetic scene demonstrates role scope, review priority, and an explicit return to the AMS. It contains no customer or pilot data.

KEELRIDGE · ACCOUNT-TEAM VIEWSynthetic example
NEXT 90 DAYS · SYNTHETIC EXAMPLE

My Book

Role scope applied
Upcoming renewals126$2.1m in-force premium
Material changes18Agency threshold met
Rounding candidates9Verify before action
REVIEW QUEUE

Upcoming work

PriorityRenewal date
TimingAccount signalStatus
  • 18 days
    Commercial package renewalPremium change above review threshold · follow-up due
    Needs review
  • 36 days
    Multi-policy householdRenewal approaching · no recent review activity
    Upcoming
  • 52 days
    Business owners policyMultiple active policies · assigned owner confirmed
    Prepared
  • No date
    Rounding candidateDeterministic candidate · verify authoritative record
    Verify in AMS
AMS Book · 2026-05-31Role map · currentNo agency-wide financials
01 · REVIEW

Put the next 90 days in view.

See upcoming renewals, material premium changes, review state, snoozes, and follow-up timing in one bounded worklist.

  • Personal Book scope
  • Renewal and change flags
  • Review and follow-up state
RENEWAL HORIZON
NowReview due30Days60Days90Days
02 · UNDERSTAND

See your own performance without a public leaderboard.

A private, dollar-safe scorecard shows personal client retention, organic growth, rounding, and Book-size counts. It is designed for self-review and coaching, not synthetic employee scoring.

  • Own metrics only
  • No peer ranking
  • No agency-wide financial exposure
PERSONAL SCORECARDPrivate view
Client retentionOwn Book
Organic growthOwn Book
Account roundingOwn Book

Illustrative layout—no customer or pilot data.

03 · RETURN

Prepare in Keelridge. Record the service work in the AMS.

Account summaries and lookup helpers can support preparation, but policy changes, client notes, coverage decisions, claims, billing, and E&O history stay in the authoritative system.

See the system boundary →
KEELRIDGEIdentify and prepareRenewal timing · change flags · rounding review
→
YOUR AMSComplete and documentPolicy · client · transaction · service history

Built for responsible Book ownership

Show us how your account team plans renewal work today.

We are learning which queues, spreadsheets, reports, and AMS routines account teams actually use—and where a companion can remove work without duplicating it.

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